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Jensen Huang NTU Commencement Speech 2023
Either you're running for food or you are running from becoming food.
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Kevin Xu
1
Is the Next Alibaba...AliCloud?
AliCloud will be the first pure play hyperscaler on the public market.
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Kevin Xu
3
AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
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Kevin Xu
16
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Globalization is Dead and No One is Listening
 • Kevin Xu
10
AI Will Create More Developers, Not Less
 • Kevin Xu
16
RESTRICT China
 • Kevin Xu
4
How Much Does Deglobalization Cost?
 • Kevin Xu
1
Alibaba Reorg
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5
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“Hardtech” Corporate VCs Rising in China
Changing of the guards, from Alibaba/Tencent to Huawei/CATL/BYD
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Kevin Xu
3
Q1 2023: Performance Update and Psychological Learning
Circle of Competence Breeds “Gumption and Patience”
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Kevin Xu
RESTRICT First, Ban Later
The RESTRICT Act must pass first, before TikTok can get banned.
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Kevin Xu
2
Alibaba Reorg
Either a Berkshire-like model or just clever corporate engineering
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Kevin Xu
5
RESTRICT China
It's “game over” for all Chinese tech companies in the US.
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Kevin Xu
4
Is JD Cloud the New “National Champion”?
The "national champion" label commands more market power in an age of deglobalization and constant sanctioning risks.
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Kevin Xu
1
Is Meta Becoming a Trustworthy AI Company?
Yep, Mark Zuckerberg's Meta.
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Kevin Xu
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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