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The Great American Tech “Crackdown” Is Looking Like China’s
If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you…
Jun 26
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Kevin Xu
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Banning Open Source AI Would Be A Mistake
This post was originally an op-ed co-authored with Nathan Lambert of the excellent Interconnects newsletter for a general, non-technical audience.
Jun 19
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Kevin Xu
and
Nathan Lambert
34
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Why Do (Some) Chinese AI Labs Distill?
And why the Mythos/Fable drama doesn’t matter here
Jun 16
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Kevin Xu
38
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($) Berkshire Hathaway: AI Tourist or Energy Veteran?
This post is for our premium members only.
Jun 5
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Kevin Xu
13
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Watching the Super Bowl of US-China Nerds
The first quarter is in the books with a long game ahead.
May 15
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Kevin Xu
59
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Was Zuck Right about Chinese AI Models?
Jan 13, 2025
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Kevin Xu
328
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Globalization is Dead and No One is Listening
Dec 12, 2022
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Kevin Xu
146
17
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Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8, 2024
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Kevin Xu
216
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Chinese Open Source: A Definitive History
Mar 6
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Kevin Xu
135
5
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ChinAI Mood: April 26 - May 4, 2026
AGI is the friends you make along the way
May 12
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Kevin Xu
52
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Q1 2026 Performance Update: Roughing It in the AI Age
Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there.
Apr 17
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Kevin Xu
22
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($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?
Today’s post is for our premium members only.
Apr 13
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Kevin Xu
22
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Tracking the Bipartisan Punching Bag: AI Data Centers
A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions.
Apr 7
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Kevin Xu
25
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($) "Death" of Qwen and the “Hundred Claws War”
ICYMI: I went on the Kyle Chan’s High Capacity podcast and Jordan Schneider’s ChinaTalk to talk about my recently published long piece on the history of…
Mar 19
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Kevin Xu
15
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Chinese Open Source: A Definitive History
Open source used to be a niche topic.
Mar 6
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Kevin Xu
135
5
32
($) Alibaba's AI Drama
Today’s post is for our premium members only.
Mar 4
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Kevin Xu
23
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