Manifold

This special episode was recorded at Tsinghua University in Beijing, generally regarded as the top university in China. Our guests are 3 Americans studying and working at Tsinghua: Gabriel (undergrad), Justin (PhD student in AI), and Alex (Professor in AI research). Topics discussed include: Tsinghua University and elite human capital, AI in China, US-China competition, and the flow of human capital between the US and China

Han Feizi, columnist at Asia Times and the guest from the previous "Letter from Beijing" episode, is also in the room. Letter from Beijing with Han Feizi: https://www.manifold1.com/episodes/letter-from-beijing-with-han-feizi-72

Chapter Markers:

• (00:00) - Welcome to Tsinghua University

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Jaan Tallinn is a tech billionaire and founding engineer of Skype who leverages his wealth to mitigate existential risks from artificial general intelligence (AGI). He co-founded the Future of Life Institute and the Centre for the Study of Existential Risk, while making early foundational investments in frontier AI labs like DeepMind andAnthropic.

Chapter Markers:

00:00 Assessing Current AI Risk Levels
03:28 Inside Self-Sustaining AI Scenarios
09:10 The Global AI Race Dynamics
42:25 Explaining the Techno-Capital Flywheel
45:34 Insider Origins of AI Safety
56:06 Race Politics and Public Fear
01:23:12 Pop Culture, Movies, and Fame
01:30:15 Big Questions for Humanity's Future

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Dr. Alex Young, a statistical geneticist and assistant professor in the Human Genetics department at UCLA, joins Steve Hsu to discuss the cutting edge of genomic prediction. They cover his research on polygenic embryo screening in IVF (including the ImputePGTA method), family-based DNA analysis, missing heritability, and the implications of polygenic scores for traits like education and disease. Alex also discusses his recent battles with cancer.

https://x.com/AlexTISYoung

Chapter Markers:

• (00:00) - Alex Young Bio

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Steve and Alf discuss the Iran War, emphasizing what it

reveals about modern missile and anti-missile technology, drones, and

the implications for a US-China conflict in the Western Pacific.

Links:
https://seekingtruthfromfacts.substack.com/

Chapter Markers:

• (00:00) - Missile War Reality Check

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Richard Ngo is an independent AI researcher and philosopher known for

his work on AGI safety and alignment. He recently resigned from

OpenAI, where he was a member of the Governance team focused on

forecasting the capabilities and risks of advanced AI systems. His

debut fiction collection is titled "The Gentle Romance: Stories of AI

and Humanity", published in December 2025. The book features 22

science fiction stories that explore the psychological and

sociological impacts of advanced artificial intelligence.

On X: @RichardMCNgo

• (00:00) - Richard Ngo Origins

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Matt Southey is an editor for an AI safety organization. He wrote his PhD dissertation on the philosophy of Nick Land. Matt's "A Brief History of Accelerationism" can be found here, and he recommends the second chapter of Crypto-Current as a good introduction to Land's usage of Kant. He and Steve discuss Accelerationism, AI, and Steve's recent meeting with Land in Shanghai.

Chapter Markers:

• (00:00) - Introduction

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Recorded live in Shenzhen with Taylor Ogan, the founder and CEO of

Snowbull Capital, which invests in Chinese technology companies.

Taylor on X:

https://x.com/TaylorOgan

Previous episodes with Taylor:

https://youtu.be/iehHON07UHI?si=h2c3po5AX9Z9ANaK 

https://youtu.be/fmjR3me5s_Q?si=sPsMFOdKebEOZXQr

• (00:00) - Shenzhen is the Technology Capital of the World, with Taylor Ogan

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

This is the second episode of our series based on interviews for the documentary film, Dreamers and Doomers, about the SF Bay Area in the last days before AGI. 

Steve interviews Jesse Hoogland, co-founder and executive director of Timaeus, an AI safety research org working on applications of Singular Learning Theory (SLT) for AI safety. SLT establishes a connection between the geometry of the loss landscape and internal structure in models. This connection is used to develop scalable, rigorous tools for evaluating, interpreting, and aligning neural networks. Jesse is one of the leading young minds in the new generation of AI safety researchers.

https://www.jessehoogland.com/

• (00:00) - Jesse interview at FAR Labs, Berkeley

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Jeremy Nixon is a prominent AI researcher, entrepreneur, and the co-founder of AGI House, a leading "hacker house" community for artificial intelligence developers in Silicon Valley. He studied Applied Math, Computer Science, and Economics at Harvard and was previously a researcher at Google Brain.

This footage was shot for a documentary project, "Dreamers and Doomers," about the SF Bay Area and the dawn of AGI.

• (00:00) - Dreamers and Doomers: Jeremy Nixon at AGI House – #105

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.

Links:

Breakneck: China's Quest to Engineer the Future

https://www.amazon.com/Breakneck-Chinas-Quest-Engineer-Future/dp/1324106034

Dan's 2025 annual letter

https://danwang.co/2025-letter/

Related episodes:

Jian Lian on Industrial Maximalism, Manifold Episode #99

https://www.manifold1.com/episodes/jian-lian-on-chinas-industrial-policy-and-global-strategy-99

• (00:00) - Introduction and Welcome

–

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 [email protected] or Steve on X @hsu_steve.

Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. 

Mechanize is hiring! 

https://mechanize.work/b/hsu 

Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. 

For example: 

Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary 

Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary 

Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.