Interconnected

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📣Announcing Interconnected 2.0
Dear Subscribers and Readers: I have some personal and professional news to share with you. On the personal front, I recently got engaged to my lovely…
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Kevin Xu
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($) re:Inventing AWS: Keynote Digs and Narratives
The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.
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Kevin Xu
A Thankful Note
Dear subscribers and readers: Since it is a short holiday week here in the US, I want to take this opportunity to say a loud, sincere “thank you” for…
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Kevin Xu
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Globalization is Dead and No One is Listening
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AI Will Create More Developers, Not Less
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Jensen Huang NTU Commencement Speech 2023
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3
RESTRICT China
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4
How Much Does Deglobalization Cost?
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Alibaba's Reorg Hot Mess
“1+6+n” is now “1+5+(n-1)”.
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Kevin Xu
5
($) The Age of Not Obvious: China in September 2023
What will happen in the next four decades will look very different than what happened over the last four.
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Kevin Xu
1
China May Stay Permanently Behind the US in Generative AI
Blocking Hugging Face is a big deal.
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Kevin Xu
6
($) AI Executive Order: Likes and Dislikes
Four dislikes and two likes of a laundry list of self-contradicting rules
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Kevin Xu
How to Understand Google's Gemini Delay
A high profiled reorg can take an entire year to fully settle
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Kevin Xu
($) Second Order Effects of the Expanded US AI Chips Ban
The yard is getting bigger, the fence is getting higher, with no end in sight.
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Kevin Xu
($) Q3 2023 Letter: Sideways Market Continues with More War
"War is always bearish on money.” -- Philip Fisher
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Kevin Xu
2
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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