Manifold

Bohan Lou is a partner at Chemistry Ventures, based in SF.
https://x.com/loubohan

Bohan's report on the venture ecosystem in China:
https://www.linkedin.com/posts/bohanlou_i-spent-last-month-in-china-meeting-most-ugcPost-7487909585689698304-qepw/
Chapter Markers:

(01:42) - Venture Capital in China; Bohan’s Shanghai Roots

(11:15) - Chemistry Fund and China Investing

(20:04) - China Trip and Venture Reality Check

(32:18) - Pressure Cooker: Founder Exits and Financial Liability

(33:50) - Variation in Founder-Friendly investment environment

(46:52) - AI Models and Open Source

(58:56) - Big Picture and Wrap Up

–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 a crossover episode with Alf Beckinsale, an Oxford University student who hosts the Seeking Truth From Facts podcast. The main topics are the US-Iran conflict, geopolitics, and US-China AI competition.
Chapter Markers:

(00:00) - Introduction

(02:33) - No Off Ramp in Gulf

(04:11) - Missile Stockpile Crisis

(06:46) - Oil Shock and Reserves

(14:07) - Israel Stays Out

(29:34) - China Frontier AI Surge

(43:25) - World War and Nukes

–
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 discusses the state of AI in summer 2026. Topics covered include: AI in math and theoretical physics, Recursive Self-Improvement, Agent swarms and tokenomics, IPOs and US-China competition, documentary film Machine God.
Machine God trailer: https://www.youtube.com/watch?v=5RSv3wmDIpY
Theoretical Physics with Generative AI: https://stevehsu.substack.com/p/theoretical-physics-with-generative
Chapter Markers:

(00:00) - State of AI, Summer 2026

(02:39) - AI in Math Physics

(13:54) - Recursive Self-Improvement

(21:08) - DeepSeek Hyperconnections

(29:42) - Agent Swarms and Tokenomics

(43:26) - Machine God Documentary

–
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.

Beff Jezos (Guillaume Verdon) is a Canadian physicist, quantum computing researcher, and tech entrepreneur. He is best known as the founder of the Effective Accelerationism (e/acc) movement.

This interview was recorded in collaboration with John Greer and Lei Huang for the documentary film Machine God.

John Greer: https://www.johncgreer.com/

Chapter Markers:

(00:00) - Meet Beff Jezos

(01:56) - Hyperstition vs AI Doom

(21:29) - Accelerate or Die

(37:51) - Scaling Intelligence Upside

(40:26) - Doomers Power Centralization

(47:17) - EAC Physics Framework

(01:10:10) - Debating Doom Narratives

(01:16:13) - Beff Jezos Origin Story

(01:28:06) - Pause Debate and Rapid Fire

–
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 episode was recorded live at Manifest 2026. Razib Khan is a prominent writer, population geneticist, and podcaster. He is best known for his extensive deep-dives into human evolutionary history, consumer genomics, culture, and ancient DNA. 
https://x.com/razibkhan
https://x.com/razibkhan?lang=en
Chapter Markers:

(00:00) - Razib Khan at Manifest 2026: Genetic Discoveries, AI, and Academia

(01:18) - Manifest Q&A Kickoff

(02:43) - Yamnaya: Ancient DNA Mysteries

(15:01) - Yamnaya: Y Chromosome Conquests

(22:10) - Embryo Screening and AI

(42:15) - Conformity and Tenure

(46:34) - Academia: Reforms

(53:55) - Academia: Ideological Capture and Funding

(58:19) - Controversies and Closing Q&A

–
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.