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($) Kimi Kimi on the Wall
Who is the fairest (open weight) model of all?
Nov 13
•
Kevin Xu
7
3
1
Sovereign AI with South Korean Characteristics
From beer (and fried chicken) summit to launching AI moonshots
Nov 5
•
Kevin Xu
23
5
3
($) Q3 2025 Update: Good Risks, Bad Risks
Welcome to the Q3 2025 update of Interconnected Capital.
Oct 26
•
Kevin Xu
9
1
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Was Zuck Right about Chinese AI Models?
Jan 13
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Kevin Xu
326
41
50
Globalization is Dead and No One is Listening
Dec 12, 2022
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Kevin Xu
145
18
14
Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8, 2024
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Kevin Xu
201
21
36
($) Lip-Bu Tan: the Tiger Dad Intel Needs
Jul 12
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Kevin Xu
42
2
14
The Real DeepSeek Moment Just Arrived
Aug 25
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Kevin Xu
109
6
21
China's Structural Advantage in Open Source AI
Jun 25
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Kevin Xu
103
10
28
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Europe's Hidden Sovereign AI Gem: Nebius
I added a new category “Sovereign AI” to our grouping of posts.
Oct 15
•
Kevin Xu
29
11
5
($) Dot-Com “Dumb Money”
How I look for the AI bubble bursting
Oct 6
•
Kevin Xu
16
7
4
The TikTok Template
Not a one-off deal, but a sign of things to come.
Sep 17
•
Kevin Xu
43
6
13
($) Nebius: An Investor's Diary
A rollercoaster ride that's not for the faint of heart
Sep 9
•
Kevin Xu
6
2
2
The Real DeepSeek Moment Just Arrived
Last week, DeepSeek released a new version of its model to much fanfare.
Aug 25
•
Kevin Xu
109
6
21
($) P(Grand Bargain) = 55%
A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
Aug 12
•
Kevin Xu
5
3
2
From DeepSeek-R1 to gpt-oss
Finally, some positive-sum competition between the US and China
Aug 5
•
Kevin Xu
26
5
6
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