David Goldman: US-China Competition, AI, Electric Vehicles, and Manufacturing — #36

David Paul Goldman is an American economic strategist and author, best known for his series of online essays in the Asia Times under the pseudonym Spengler with the first column published January 1, 2000.Steve and David discuss:0:00 Introduction2:22 David’s background in music, finance, and Asia16:55 Looking back at the financial crisis23:04 Rise of the Chinese economy29:44 How Huawei’s strength is tied to China’s economic power36:49 Competition in the global electric vehicles market38:06 Why David thinks European countries like Germany will become closer with China45:29 U.S. manufacturing is falling behind52:08 Potential for war and ongoing U.S.-China competition1:04:07 Predictions for TaiwanLinks:David Goldman in Wikipedia:https://en.wikipedia.org/wiki/David_P._GoldmanSpengler column:https://asiatimes.com/author/spengler/You Will Be Assimilated: China's Plan to Sino-form the Worldhttps://www.amazon.com/You-Will-Be-Assimilated-Sino-form/dp/1642935409Prisoner’s Dilemma: Avoiding war with China is the most urgent task of our lifetimehttps://claremontreviewofbooks.com/prisoners-dilemma/David Goldman articles in Claremont Review:https://claremontreviewofbooks.com/author/david-p-goldman/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 (Superfocus.ai, SafeWeb, Genomic Prediction) 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 Twitter @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.