David Goldman: US-China competition, AI, Electric Vehicles, and Manufacturing — Manifold #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 Introduction 

2:22 David’s background in music, finance, and Asia 

16:55 Looking back at the financial crisis 

23:04 Rise of the Chinese economy 

29:44 How Huawei’s strength is tied to China’s economic power 

36:49 Competition in the global electric vehicles market 

38:06 Why David thinks European countries like Germany will become closer with China 

45:29 U.S. manufacturing is falling behind 

52:08 Potential for war and ongoing U.S.-China competition 

1:04:07 Predictions for Taiwan 

Audio-only and transcript 

Links: 

David Goldman in Wikipedia: https://en.wikipedia.org/wiki/David_P._Goldman 

 

Spengler column: https://asiatimes.com/author/spengler/ 

You Will Be Assimilated: China's Plan to Sino-form the World https://www.amazon.com/You-Will-Be-Assimilated-Sino-form/dp/1642935409 

Prisoner’s Dilemma: Avoiding war with China is the most urgent task of our lifetime https://claremontreviewofbooks.com/prisoners-dilemma/ 

David Goldman articles in Claremont Review: https://claremontreviewofbooks.com/author/david-p-goldman/

Quantum Hair During Gravitational Collapse

This is a follow up to our earlier work on quantum gravitational corrections to the exterior graviton field of a compact object, also known as quantum hair. Here we follow the gravitational collapse of a dust ball and show that the quantum hair persists through the formation of a black hole horizon.

The detailed calculations are possible due to an effective field theory formulation of quantum gravity in the long wavelength, low spacetime curvature limit.
 

Quantum Hair During Gravitational Collapse 

https://arxiv.org/abs/2305.09466 

X. Calmet, R. Casadio, S. Hsu, F. Kuipers 

We consider quantum gravitational corrections to the Oppenheimer-Snyder metric describing time-dependent dust ball collapse. The interior metric also describes Friedmann-Lemaitre-Robertson-Walker cosmology and our results are interpreted in that context. The exterior corrections are an example of quantum hair, and are shown to persist throughout the collapse. Our results show the quantum hair survives throughout the horizon formation and that the internal state of the resulting black hole is accessible to outside observers.

 

 

Artificial Intelligence & Large Language Models: Oxford Lecture — Manifold #35

 

This week's episode is based on a lecture I gave to an audience of theoretical physicists at Oxford University. 

Slides 

Audio-only version, transcript: 

https://www.manifold1.com/episodes/artificial-intelligence-large-language-models-oxford-lecture-35

Outline: 

0:00 Introduction 

2:31 Deep Learning and Neural Networks; history and mathematical results 

21:15 Embedding space, word vectors 

31:53 Next word prediction as objective function 

34:08 Attention is all you need 

37:09 Transformer architecture 

44:54 The geometry of thought 

52:57 What can LLMs do? Sparks of AGI 

1:02:41 Hallucination 

1:14:40 SuperFocus testing and examples 

1:18:40 AI landscape, AGI, and the future

Final slide: