Manifold

Steve Hsu
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7 snips
Jan 11, 2024 • 1h 24min

Military Technology and U.S.-China War in the Pacific — #51

TP Huang discusses US-China strategic competition in terms of military technology. Topics include hypersonic weapons and A2AD, China's military technology evolution, surprise attacks on Hawaii or Seattle, Japan's role in a US-China conflict, Chinese invasion of Taiwan, PRC nuclear weapons buildup, PRC-Russia alliance, and future developments of military technology in China.
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Dec 14, 2023 • 1h 27min

Louis-Vincent Gave: Understanding China’s Economy, and U.S. Competition — #50

Louis-Vincent Gave, financial expert and founder of Gavekal, discusses China's economic growth, its focus on education, and the global implications of its economic and political policies. Topics include China's real estate market, the impact of China's economic growth, comparing the size of the Chinese and U.S. economies, China's trade surplus and U.S. debt, and the possibility of a U.S. debt crisis.
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30 snips
Nov 30, 2023 • 1h 3min

Charles Miller: Satellite Technology and the Future of Mobile Connectivity — #49

Serial space entrepreneur Charles Miller discusses the evolution of commercial space, the impact of Elon Musk and SpaceX, the birth of Lynk and its technical breakthroughs, use cases for satellite connectivity, investment opportunities in Lynk, competition with Starlink, and the global competition in satellite technology. They also explore the future of satellite technology, mobile data speeds, and offer advice for young entrepreneurs.
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Nov 16, 2023 • 1h 23min

China's EV Market Dominance and the Challenges Facing Tesla — #48

TP Huang, a computer scientist and analyst, discusses China's dominance in the EV market. Topics include Tesla's impact, buying cars in China, China's domination in EV batteries, challenges facing Tesla, evolution of smart cars and autonomous vehicles, LIDAR technology, BYD and China's energy independence.
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Nov 2, 2023 • 1h 30min

Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen — #47

Taylor Ogan, CEO of Snow Bull Capital, discusses moving his firm to China for better market access and transparency post-pandemic. They explore China's dominance in electric vehicles and LiDAR technology, the value of site visits for investment research, and the challenges and unpredictability of investing in China's stock market. They also highlight the rapid technological advancements in various sectors and the transformative power of technology for the Chinese economy.
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Oct 19, 2023 • 1h 43min

Bharat Karnad: India geostrategy, nuclear arsenal, and assassination of Homi Bhabha, the Oppenheimer of India — #46

Bharat Karnad, an Emeritus Professor in National Security Studies, discusses India's nuclear arsenal, the assassination of Homi Bhabha, and refocusing India's defense posture from Pakistan to China. They explore the challenges in India-China relations, India's potential for growth, and the subjugation of India under foreign invaders. Karnad also shares personal experiences in journalism and sheds light on the mysterious death of Homi Bhabha.
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4 snips
Oct 5, 2023 • 1h 32min

Yasheng Huang: China's Examination System and its impact on Politics, Economy, Innovation — #45

Yasheng Huang, MIT professor, discusses China's examination system's impact on politics, economy, and innovation. Topics include: his personal journey, civil service exams, developing human capital, impact of the exam system, China's innovation peak and decline, collaboration with the West, and the future of U.S.-China relationship.
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Sep 21, 2023 • 1h 18min

Huawei and the US-China Chip War — #44

Computer scientist TP Huang and host Steve discuss Huawei's new phone and semiconductor chips, including the impact on Qualcomm and the US-China chip war. They also explore the use of 5G modem and RF chips, satellite capabilities of Huawei phones, and the competition between Huawei and Apple in the Chinese market. Additionally, they discuss the challenges in Chinese chip manufacturing and the consequences of US sanctions on Chinese chip manufacturers.
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19 snips
Sep 7, 2023 • 1h 2min

Meritocracy, SAT Scores, and Laundering Prestige at Elite Universities — #43

This podcast discusses meritocracy and university admissions, focusing on topics such as the predictive power of SAT scores, college learning outcomes, and the four paths to elite college admission. It also explores the concept of laundering prestige at elite universities and the impact of non-academic factors on student success. The podcast raises questions about the composition of elite universities and the decline of meritocracy in the admissions process.
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8 snips
Aug 24, 2023 • 1h 39min

Aella: Sex Work, Sex Research, and Data Science — #42

Aella, a former sex worker, sex researcher, and data scientist, discusses her background, experiences as a sex worker and escorting, pimp culture, Seeking Arrangement, cheating, OnlyFans, incels and sex work, porn and Gen-Z, embryo screening, and the future of IVG.

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