Manifold

Sebastian Mallaby is a writer and journalist whose work covers financial markets, international relations, innovation, and technology. He is the author of "The Power Law: Venture Capital and the Making of the New Future." Steve and Sebastian discuss venture capital, tech startups, business model and technology innovation, global adoption of the Silicon Valley model, and the future of innovation.Biography:https://www.cfr.org/expert/sebastian-mallabyhttps://en.wikipedia.org/wiki/Sebastian_MallabyThe Power Law: Venture Capital and the Making of the New Futurehttps://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X--Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu i

Vlatko Vedral is Professor in the Department of Physics at the University of Oxford and Centre for Quantum Technologies (CQT) at the National University of Singapore. He is known for his research on the theory of Entanglement and Quantum Information Theory.Steve and Vlatko discuss: History of quantum information theory, entanglement, and quantum computingRecent lab experiments that create superposition states of macroscopic objects, including a living creature (tardigrade)Whether quantum mechanics implies the existence of many worlds: are you in a superposition state right now?Present status and future of quantum computingResourcesWeb page:https://www.vlatkovedral.com/Entanglement Between Superconducting Qubits and a Tardigradehttps://arxiv.org/pdf/2112.07978.pdfMacroscopic Superposition States: entanglement of a macroscopic living organism (tardigrade) with a superconducting qubithttps://infoproc.blogspot.com/2021/12/macroscopic-superposition-states.html--Music used with permission from Blade Runner Blues Li

Richard Sander is Jesse Dukeminier Professor at UCLA Law School. AB Harvard, JD, PhD (Economics) Northwestern.Sander has studied the structure and effects of law school admissions policies. He coined the term "Mismatch" to describe negative consequences resulting from large admissions preferences.Topics discussed: 1. Early life: educational background and experience with race andpolitics in America. 2. Mismatch Theory: basic observation and empirical evidence; Lawschools and Colleges; Duke and UC data; data access issues. 3. CA Prop 209 and Prop 16. 4. SCOTUS and Harvard / UNC admissions case 5. Intellectual climate on campus, freedom of speech Resources: Faculty web page, includes links to publications:https://law.ucla.edu/faculty/faculty-profiles/richard-h-sander  A Conversation on the Nature, Effects, and Future of Affirmative Action in Higher Education Admissions (with Peter Arcidiacono, Thomas Espenshade, and Stacy Hawkins), University of Pennsylvania Journal of Constitutional Law 683 (2015)   https://pa

Shai Carmi is Professor of Statistical and Medical Genetics at Hebrew University (Jerusalem).Carmi Lab: https://scarmilab.org/Twitter: https://twitter.com/ShaiCarmi Topics and links:Shai's educational background. From statistical physics and network theory to genomics.Shai's paper on embryo selection: Schizophrenia risk. Modeling synthetic sibling genomes. Variance among sibs vs general population. RRR vs ARR, family history and elevated polygenic risk. (Link to paper: https://www.biorxiv.org/content/10.1101/2020.11.05.370478v3)Response to the ESHG opinion piece on embryo selection. https://twitter.com/ShaiCarmi/status/1487694576458481664Pleiotropy, Health Index scores.Genetic genealogy and DNA forensics. Solving cold cases, Othram, etc. (Link to paper: https://www.science.org/doi/10.1126/science.aau4832)Healthcare in Israel. Application of PRS in adult patients.Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Com

Jon Y produces Asianometry, which focuses on Asia technology, finance, and history: Podcast, YouTube channel, and Substack.Steve and Jon discuss the global semiconductor industry with an emphasis on U.S.-China technology competition. Topics discussed:Jon's background and his move to Taipei.Key components of the semiconductor ecosystem: fabs, lithography, chip design.US-China tech warTSMC, ASML, HuaweiTaiwan politics: Green and Blue parties, independencePRC invasion / blockade of Taiwan?Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltec

Richard Hanania is President of the Center for the Study of Partisanship and Ideology (CSPI). He is a former Research Fellow at the Saltzman Institute of War and Peace Studies at Columbia University. His interests include personality differences between conservatives and liberals, morality in international politics, machine learning algorithms for text analysis, and American foreign policy. In addition to his academic work, he has written in The New York Times, The Wall Street Journal, and The Washington Post. Hanania holds a Ph.D. in Political Science from UCLA and a JD from the University of Chicago.He is the author of the recently published Public Choice Theory and the Illusion of Grand Strategy: How Generals, Weapons Manufacturers, and Foreign Governments Shape American Foreign Policy.ResourcesRichard Hanania on Twitter - https://twitter.com/RichardHananiaCSPI - https://cspicenter.org/Public Choice Theory and the Illusion of Grand Strategyhttps://www.amazon.com/Public-Choice-Theory-Illusion-Strategy-ebook

Steve answers questions about recent progress in AI/ML prediction of complex traits from DNA and applications in embryo selection.Highlights:Overview of recent advances in trait predictionWould cost savings from breast cancer early detection pay for genotyping of all women?How does IVF work? Economics of embryo selectionWhole embryo genotyping increases IVF success rates (pregnancy per transfer) significantlyFuture predictionsSome relevant scientific papers:Preimplantation Genetic Testing for Aneuploidy: New Methods and Higher Pregnancy Rates - https://infoproc.blogspot.com/2022/01/preimplantation-genetic-testing-for.html2021 review article on complex trait prediction - https://arxiv.org/abs/2101.05870Accurate Genomic Prediction of Human Height - https://www.genetics.org/content/210/2/477Genomic Prediction of 16 Complex Disease Risks Including Heart Attack, Diabetes, Breast and Prostate Cancer - https://www.nature.com/articles/s41598-019-51258-xGenetic architecture of complex traits and disease risk predictor

James Lee is a professor of psychology at the University of Minnesota. He is a leading researcher working in behavior genetics and statistical genetics. In this episode, he discusses recent progress in the genomic prediction of complex traits such as cognitive ability and educational attainment. Lee also discusses his recent Wall Street Journal editorial on embryo selection, Imagine a Future Without Sex.ResourcesImagine a Future Without Sex: Reproductive technology may lead us to realize too late that being human is better than playing GodJames Lee academic web pageSocial Science Genetic Association Consortium (SSGAC)Nature Genetics: Gene discovery and polygenic prediction from a genome-wide association study of educational attainment in 1.1 million individualsMusic used with permission from Blade Runner Blues Livestream improvisation by State Azure.Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior V

Steve and Corey talk to Warren Hatch, President and CEO of Good Judgment Inc. Warren explains what makes someone a good forecaster and how the ability to integrate and assess information allows cognitively diverse teams to outperform prediction markets. The hosts express skepticism about whether the incentives at work in large organizations would encourage the adoption of approaches that might lead to better forecasts. Warren describes the increasing depth of human-computer collaboration in forecasting. Steve poses the long-standing problem of assessing alpha in finance and Warren suggests that the emerging alpha-brier metric, linking process and outcome, might shed light on the issue. The episode ends with Warren describing Good Judgment’s open invitation to self-identified experts to join a new COVID forecasting platform.ResourcesTranscriptGood Judgment IncGood Judgment OpenSuperforecasting: The Art and Science of PredictionNoriel Roubini (Wikipedia)

Corey and Steve interview Leif Wenar, Professor of Philosophy at Stanford University and author of Blood Oil. They begin with memories of Leif and Corey’s mutual friend David Foster Wallace and end with a discussion of John Rawls and Robert Nozick (Wenar’s thesis advisor at Harvard, and a friend of Steve’s). Corey asks whether Leif shares his view that analytic philosophy had become too divorced from wider intellectual life. Leif explains his effort to re-engage philosophy in the big issues of our day as Hobbes, Rousseau, Locke, Mill and Marx were in theirs. He details how a trip to Nigeria gave him insight into the real problems facing real people in oil-rich countries. Leif explains how the legal concept of “efficiency” led to the resource curse and argues that we should refuse to buy oil from countries that are not minimally accountable to their people. Steve notes that some may find this approach too idealistic and not in the US interest. Leif suggests that what philosophers can contribute is the ability

Steve and Corey speak with Dr. Michael Kauffman, co-founder and CEO of Karyopharm Therapeutics, about cancer and biotech innovation. Michael explains how he and Dr. Sharon Schacham tested her idea regarding nuclear-transport using simulation software on a home laptop, and went on to beat 1000:1 odds to create a billion dollar company. They discuss the relationship between high proprietary drug costs and economic incentives for drug discovery. They also discuss the unique US biotech ecosystem, and why innovation is easier in small (vs. large) companies. Michael explains how Karyopharm is targeting its drug at COVID-induced inflammation to treat people with severe forms of the disease.ResourcesTranscriptMichael Kauffman (Bio)Karyopharm’s Publications and PresentationsThe Great American Drug Deal: A New Prescription for Innovative and Affordable Medicines by Peter Kolchinsky

Corey and Steve talk to Scott Adams, creator of Dilbert and author of Loserthink. Steve reviews some of Scott’s predictions, including of Trump’s 2016 victory. Scott (who once semi-humorously described himself as “left of Bernie”) describes what he describes as Trump’s unique “skill stack”. Scott highlights Trump’s grasp of the role of psychology in economics, and maintains that honesty requires admitting that we do not know whether many of Trump’s policies are good or bad. Scott explains why he thinks it is mistaken to assume leaders are irrational.ResourcesTranscriptScott Adams (Blog and Podcast)Loserthink: How Untrained Brains Are Ruining AmericaKihlstrom J. F. (1997). Hypnosis, memory and amnesia. Philosophical transactions of the Royal Society of London. Series B, Biological sciences, 352(1362), 1727–1732. https://doi.org/10.1098/rstb.1997.0155Hypnosis and Memory (Blog Post)

Steve and Corey talk to James Oakes, Distinguished Professor of History and Graduate School Humanities Professor at the Graduate Center of the City University of New York, about “The 1619 Project” developed by The New York Times Magazine. The project argues that slavery was the defining event of US history. Jim argues that slavery was actually the least exceptional feature of the US and that what makes the US exceptional is that it is where abolition first begins. Steve wonders about the views of Thomas Jefferson who wrote that “all men are created equal” but still held slaves. Jim maintains many founders were hypocrites, but Jefferson believed what he wrote.Other topics: Northern power, Industrialization, Capitalism, Lincoln, Inequality, Cotton, Labor, Civil War, Racism/Antiracism, Black Ownership.ResourcesTranscriptJames Oakes (Bio)Oakes and Colleagues Letter to the NYT and the Editor’s Response (NYT)The Fight Over the 1619 Project Is Not About the Facts (The Atlantic)The World Socialist Web Site interview

Steve and Corey talk with Robert Atkinson, President of the Information Technology and Innovation Foundation about his philosophy of National Developmentalism. They discuss the history of industrial policy and mercantilism in the US and China. Why did the US lose 1/3 of its manufacturing jobs in the 2000s? How much was due to automation and how much to Chinese competition? Atkinson discusses US R&D and recommends policies that will help the US compete with China.Other topics: Forced technology transfer, IP theft, semiconductors and Micron technologies (DRAM), why the WTO cannot handle misbehavior by China.ResourcesTranscriptRobert Atkinson (Bio)Information Technology and Innovation Foundation (ITIF)Big is Beautiful: Debunking the Mythology of Small Business (MIT Press, 2018)Innovation Economics: The Race for Global Advantage (Yale, 2012)

Steve and Corey talk with theoretical physicist Raman Sundrum. They discuss the last 30 years in fundamental physics, and look toward the next. Raman argues that Physics is a marketplace of ideas. While many theories did not stand the test of time, they represented avenues that needed to be explored. Corey expresses skepticism about the possibility of answering questions such as why the laws of physics have the form they do. Raman and Steve argue that attempts to answer such questions have led to great advances. Topics: models and experiments, Naturalness, the anthropic principle, dark matter and energy, and imagination.ResourcesTranscriptRaman Sundrum (Faculty Bio)Sabine Hossenfelder on the Crisis in Particle Physics and Against the Next Big Collider – #8

Steve and Corey talk with theoretical physicist turned hedge fund investor Vineer Bhansali. Bhansali describes his transition from physics to finance, his firm LongTail Alpha, and his recent outsize returns from the coronavirus financial crisis. Also discussed: derivatives pricing, random walks, helicopter money, and Modern Monetary Theory.ResourcesTranscriptLongTail AlphaLongTail Alpha’s OneTail Hedgehog Fund II had 929% Return (Bloomberg)A New Anomaly Matching Condition? (1993)

Steve talks with Skype founder and global tech investor Jaan Tallinn. Will the coronavirus pandemic lead to better planning for future global risks? Jaan gives his list of top existential risks and describes his efforts to call attention to AI risk. They discuss AGI, the Simulation Question, the Fermi Paradox and how these are all connected. Do we live in a simulation of a quantum multiverse?RationalityJaan X-Risk LinksLessWrongSlate Star CodexMetaculusAdditional ResourcesTranscriptFermi Paradox — Where Are All The Aliens?Is Hilbert space discrete?

Steve and Corey talk to legendary NCAA and Olympic wrestler and coach Dan Gable. Gable describes the final match of his collegiate career, an NCAA championship upset which spoiled his undefeated high school and college record. The Coach explains how the loss led him to take a more scientific approach to training and was critical for his later success. They discuss the tragic murder of Gable’s sister, and the steps 15-year old Gable took try to save his parents’ marriage. Gable describes his eye for talent and philosophy of developing athletes. Steve gets Gable’s reaction to ultimate fighting and jiujitsu.ResourcesTranscriptDan Gable vs Larry Owings – 1970 NCAA Title Match (video)The Champion (1970 documentary on Gable’s senior NCAA season)

Steve and Corey talk to Klaus Lackner, director of the Center for Negative Carbon Emissions (CNCE) at Arizona State University and the first person to suggest removing CO2 from air to address climate change. Steve asks whether Klaus’ research was motivated by a tail risk of catastrophic outcomes due to CO2 build up. Klaus explains that he sees atmospheric CO2 as a waste management problem. Calculations show that removing human-produced carbon is energetically and economically viable. Klaus describes his invention, a “mechanical tree”, that passively collects CO2 from the air, allowing it to be stored or converted to fuel.ResourcesTranscriptKlaus Lackner (Faculty Bio)Center for Negative Carbon Emissions at ASU

Steve and Corey talk to Kieren James-Lubin and Victor Wong of the blockchain technology startup, BlockApps. They begin with a discussion of the COVID-19 epidemic (~25m): lockdown, predictions of ICU overload, and helicopter money. Will personal contact tracking become the new normal? Transitioning to blockchain, a technology many view as viable even in times of widespread societal disruption, they give a basic explanation of the underlying cryptographic and consensus algorithms. Kieren and Victor explain how BlockApps was founded, its business model, and history as a startup. They conclude with a comparison of startup ecosystems in China, Silicon Valley, and NYC.ResourcesTranscriptKieren James-LubinVictor Wong