This episode is a co-release with the Seeking Truth From Facts podcast: https://substack.com/@seekingtruthfromfacts
The theme of this episode derives from Lenin:
“There are decades where nothing happens; and there are weeks when decades happen.” ― Vladimir Ilyich Lenin
Steve and Alf discuss:
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Kyle Chan is a Postdoctoral Research Associate and Lecturer in Sociology at Princeton University. His research focuses on industrial policy, clean technology, and infrastructure with a regional focus on China and India. He is currently working on a book on Chinese industrial policy that aims to explain how China came to dominate certain industries today that had originally been led by the US, Japan, and other industrialized nations. These industries include electric vehicles, solar, high-speed rail, and consumer electronics. The book will describe the wide range of industrial policy tools used in China and their ongoing efforts in other industries, such as semiconductors and biotechnology.
Kyle Chan writes a popular newsletter called High Capacity on industrial policy, clean technology, and infrastructure, particularly in China and India.
Personal website: https://www.kyleichan.com/
NYT op-ed: https://www.nytimes.com/2025/05/19/opinion/china-us-trade-tariffs.html
Lu Feng interview: https://www.high-capacity.com/p/chinese-industrial-maximalism
Chapter Markers:
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Dr. Joleen Liang is Co-founder of Squirrel AI, which pioneered adaptive learning at scale, first in China and now in the US. By 2021 its technology had served over 60,000 public schools in 1,200 cities across Asia. Squirrel AI has implemented large knowledge graphs mapping out the main concepts in the K-12 math, science, and language curriculum. The Squirrel learning tablet actively observes student behavior (including eye-tracking during video lessons) and adapts its presentation and testing to individual learning patterns.
Chapter markers:
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Max Dama is the co-chairman of Headlands Technologies LLC, a global quantitative proprietary trading firm headquartered in Chicago, with offices in New York, Austin, London, Amsterdam and Singapore. He earned a B.A. in Mathematics, Statistics, Computer Science, and Business from the University of California, Berkeley.
A generation of quants know Max through his notes on automated trading and on interview brain teasers.
https://work-in-progress.notion.site/Max-Dama-s-Brainteasers-Study-Guide-WIP-9eb1f4b692f241d894462ddf1ab34617
http://isomorphisms.sdf.org/maxdama.pdf
Steve and Max discuss:
Andrew Song is a co-founder of Make Sunsets, a company focused on addressing climate change through solar geoengineering. The company launches balloons filled with sulfur dioxide (SO2) into the stratosphere with the aim of reflecting sunlight to cool the Earth.
Previous Manifold episodes on climate:
Steve and Andrew discuss:
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Manifold has its own Discord channel! https://discord.gg/dvcHS6NX
The purpose of the channel is to create a community of listeners with shared interests. It developed from a series of in-person meetups with Steve in cities like SF, NYC, Singapore, Beijing, Shanghai.
Chapter markers:
China-US comparisons:
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Shams was trained in theoretical physics before becoming an AI engineer at DeepMind and founding the company Mutable, which was acquired by Google. He is now lead engineer for Google's software agent group.
Steve and Omar discuss:
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Patrick McGee is a longtime FT business reporter with extensive experience reporting on China. He is the author of the highly acclaimed Apple in China: the capture of the world's greatest company. Steve and Patrick discuss the history of Apple and its impact on technology development in China.
“The best book about Apple ever written, one of the best books about China ever written, and one of the best books about tech, period.” —Ben Thompson, Stratechery.
Apple in China on Amazon: https://www.amazon.com/Apple-China-Capture-Greatest-Company/dp/1668053373
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Steve and TP discuss the implications of the recent air battle between India and Pakistan, which involved over 100 fighter jets and took place entirely beyond visual range (BVR). What is sensor fusion, and have the Pakistanis achieved it with Chinese technology? Does the PL-15 outrange and outperform Western air-to-air missiles? What are the implications for US-China military competition?
Read TP Huang on X: https://x.com/tphuang
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Zihan Wang is an AI researcher at Northwestern University, where he works on vision-language models, robotics, and reinforcement learning. Previously, he interned at DeepSeek, contributing to projects like DeepSeek-V2.
Zihan's homepage: https://zihanwang314.github.io/
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Dan Collins is Founder of Tyrell Chemical. He studied at Tsinghua University and spent 20 years working for companies like General Motors in China, helping to localize automotive manufacturing. Dan and Steve discuss tariffs, deindustrialization in America, the Go-Go days of rapid economic growth in PRC, and the future of the US-China relationship.
Follow Dan on X: https://x.com/DanCollins2011
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
This episode is a co-release with the podcast Seeking Truth From Facts: https://seekingtruthfromfacts.substack.com/
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Steve speaks with ARX-Han, an anonymous writer, about his book "Incel."
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Callum Williams is a senior economics writer for The Economist. He was educated at Oxford, Harvard, and Cambridge, and is the author of The Classical School: The Birth of Economics in 20 Enlightened Lives.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.
Misha Laskin is CEO of Reflection.ai. He was trained in theoretical physics at Yale and Chicago before becoming an AI scientist. He made important contributions in Reinforcement Learning as a researcher at Berkeley, Google DeepMind, and on the Google Gemini project.
Steve and Misha discuss:
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.
Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Taylor Ogan is Chief Executive Officer of Snow Bull Capital, based in Shenzhen, China. His firm invests in Chinese technology companies, with a focus on areas such as clean energy, AI, and automation.
Part 1 of this discussion, from November 2023: https://www.manifold1.com/episodes/taylor-ogan-snow-bull-capital-chinas-tech-frontier-the-view-from-shenzhen-47
Steve and Taylor discuss:
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Ken Liu (born 1976) is an American author of science fiction and fantasy. Liu has won multiple Hugo and Nebula Awards for his novel translations and original short fiction. Liu's short story "The Paper Menagerie" is the first work of fiction, of any length, to win all of the Nebula, Hugo, and World Fantasy Awards. Besides his original work, Liu's translation of Liu Cixin's Chinese language novel The Three-Body Problem (the first in the Remembrance of Earth's Past trilogy) won the 2015 Hugo Award for Best Novel, making it the first translated novel to have won the award.
He studied English Literature and Computer Science at Harvard College, and graduated from Harvard Law School.
Steve and Ken discuss:
00:00 Meet Ken Liu: Acclaimed Sci-Fi and Fantasy Writer
04:25 The Immigrant Experience and Cultural Perspectives
09:22 Harvard, MSFT, HLS, Litigation
15:01 The Art of Storytelling and Technology
34:03 Controversy in AI Reasoning
34:31 Technology Outstripping Science
35:22 AI and the Arts
38:30 The Future of AI in Art
42:44 AI's Role in Creative Processes
50:04 Art, Automation, and Society
57:31 Favorite Science Fiction and Fantasy
01:03:06 The Genius of Philip K. Dick
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
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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 (SuperFocus, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
Relevant links:
Chapters:
Joscha Bach is a German cognitive scientist, AI researcher, and philosopher known for his work on cognitive architectures, artificial intelligence, mental representation, emotion, social modeling, multi-agent systems, and the philosophy of mind.
Links of interest:
Steve and Joscha discuss:
Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.
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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 (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
