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What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Less effective export control, less doomsday scenario
Nov 18
•
Kevin Xu
11
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What Does Hitting Scaling Law Limit Mean for US-China AI Competition
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See the World Accurately
Updated thoughts on the US, China, and US-China
Nov 12
•
Kevin Xu
20
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See the World Accurately
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Q3 2024: Clock Starts Anew
Plus reactions to big tech earnings and election day "playbook"
Nov 2
•
Kevin Xu
3
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Q3 2024: Clock Starts Anew
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Globalization is Dead and No One is Listening
Dec 12, 2022
•
Kevin Xu
65
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Globalization is Dead and No One is Listening
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Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8
•
Kevin Xu
119
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Wang Chuanfu: A Name Everyone in the West Should Know
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18
AI Will Create More Developers, Not Less
May 11, 2023
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Kevin Xu
33
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AI Will Create More Developers, Not Less
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Jensen Huang NTU Commencement Speech 2023
May 29, 2023
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Kevin Xu
21
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Jensen Huang NTU Commencement Speech 2023
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($) Less is More: 2023 Annual Letter
Jan 12
•
Kevin Xu
19
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($) Less is More: 2023 Annual Letter
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RESTRICT China
Mar 23, 2023
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Kevin Xu
22
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RESTRICT China
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Time to Let Ant IPO!
Or the IPO "wealth drain" will continue
Oct 23
•
Kevin Xu
11
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Time to Let Ant IPO!
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($) The US-China AI Gap Widens in 2026
Nvidia Blackwell moves the "chip war" to the "cloud war"
Oct 14
•
Kevin Xu
4
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($) The US-China AI Gap Widens in 2026
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TikTok and Semiconductors -- Contributions for the Asia Society
Hi all,
Oct 9
•
Kevin Xu
4
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TikTok and Semiconductors -- Contributions for the Asia Society
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Is China Investable Now?
Understanding David Tepper's "Everything, Everything" Strategy
Oct 2
•
Kevin Xu
31
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Is China Investable Now?
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GitLab, GitHub, the AI Model Divide
From PMF to UMF (UX Model Fit)
Sep 18
•
Kevin Xu
15
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GitLab, GitHub, the AI Model Divide
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($) Apple vs Huawei: Boomer vs Startup
A defiant Huawei tries to upstage Apple with a trifold phone. Will it work?
Sep 12
•
Kevin Xu
5
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($) Apple vs Huawei: Boomer vs Startup
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NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Alibaba and Meituan penalties are useful prior arts
Sep 5
•
Kevin Xu
2
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NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
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