Interconnected
Subscribe
Sign in
Home
Quarterly and Annual Letters
Open Source
Cloud Industry
Just My Opinion
Archive
About
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Less effective export control, less doomsday scenario
Nov 18
•
Kevin Xu
12
Share this post
Interconnected
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Copy link
Facebook
Email
Notes
More
1
See the World Accurately
Updated thoughts on the US, China, and US-China
Nov 12
•
Kevin Xu
20
Share this post
Interconnected
See the World Accurately
Copy link
Facebook
Email
Notes
More
4
Q3 2024: Clock Starts Anew
Plus reactions to big tech earnings and election day "playbook"
Nov 2
•
Kevin Xu
3
Share this post
Interconnected
Q3 2024: Clock Starts Anew
Copy link
Facebook
Email
Notes
More
2
Most Popular
View all
Globalization is Dead and No One is Listening
Dec 12, 2022
•
Kevin Xu
65
Share this post
Interconnected
Globalization is Dead and No One is Listening
Copy link
Facebook
Email
Notes
More
14
Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8
•
Kevin Xu
120
Share this post
Interconnected
Wang Chuanfu: A Name Everyone in the West Should Know
Copy link
Facebook
Email
Notes
More
18
AI Will Create More Developers, Not Less
May 11, 2023
•
Kevin Xu
33
Share this post
Interconnected
AI Will Create More Developers, Not Less
Copy link
Facebook
Email
Notes
More
16
Jensen Huang NTU Commencement Speech 2023
May 29, 2023
•
Kevin Xu
21
Share this post
Interconnected
Jensen Huang NTU Commencement Speech 2023
Copy link
Facebook
Email
Notes
More
3
($) Less is More: 2023 Annual Letter
Jan 12
•
Kevin Xu
19
Share this post
Interconnected
($) Less is More: 2023 Annual Letter
Copy link
Facebook
Email
Notes
More
5
RESTRICT China
Mar 23, 2023
•
Kevin Xu
22
Share this post
Interconnected
RESTRICT China
Copy link
Facebook
Email
Notes
More
4
Latest
Top
Discussions
Time to Let Ant IPO!
Or the IPO "wealth drain" will continue
Oct 23
•
Kevin Xu
11
Share this post
Interconnected
Time to Let Ant IPO!
Copy link
Facebook
Email
Notes
More
2
($) The US-China AI Gap Widens in 2026
Nvidia Blackwell moves the "chip war" to the "cloud war"
Oct 14
•
Kevin Xu
4
Share this post
Interconnected
($) The US-China AI Gap Widens in 2026
Copy link
Facebook
Email
Notes
More
2
TikTok and Semiconductors -- Contributions for the Asia Society
Hi all,
Oct 9
•
Kevin Xu
4
Share this post
Interconnected
TikTok and Semiconductors -- Contributions for the Asia Society
Copy link
Facebook
Email
Notes
More
Is China Investable Now?
Understanding David Tepper's "Everything, Everything" Strategy
Oct 2
•
Kevin Xu
31
Share this post
Interconnected
Is China Investable Now?
Copy link
Facebook
Email
Notes
More
4
GitLab, GitHub, the AI Model Divide
From PMF to UMF (UX Model Fit)
Sep 18
•
Kevin Xu
15
Share this post
Interconnected
GitLab, GitHub, the AI Model Divide
Copy link
Facebook
Email
Notes
More
2
($) Apple vs Huawei: Boomer vs Startup
A defiant Huawei tries to upstage Apple with a trifold phone. Will it work?
Sep 12
•
Kevin Xu
5
Share this post
Interconnected
($) Apple vs Huawei: Boomer vs Startup
Copy link
Facebook
Email
Notes
More
NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Alibaba and Meituan penalties are useful prior arts
Sep 5
•
Kevin Xu
2
Share this post
Interconnected
NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Copy link
Facebook
Email
Notes
More
2
See all
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
Subscribe
Recommendations
View all 27
Newcomer
Eric Newcomer
Clouded Judgement
Jamin Ball
Fabricated Knowledge
Doug OLaughlin
The Alchemy of Money
Frederik Gieschen
ChinaTalk
Jordan Schneider
Interconnected
Subscribe
About
Archive
Recommendations
Sitemap
Share this publication
interconnect.substack.com
Interconnected
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
