Interconnected

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📣Announcing Interconnected 2.0
Dear Subscribers and Readers: I have some personal and professional news to share with you. On the personal front, I recently got engaged to my lovely…
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Kevin Xu
6
November Review: Micro Plus Macro and the Roblox Story
Keep building knowledge on the micro, while keeping a watchful eye on the macro.
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Kevin Xu
($) AI Spending Against the Price of Time
Learnings from Zoom and Snowflake’s earnings
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Kevin Xu
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Globalization is Dead and No One is Listening
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12
AI Will Create More Developers, Not Less
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16
Jensen Huang NTU Commencement Speech 2023
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3
RESTRICT China
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4
China May Stay Permanently Behind the US in Generative AI
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6
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Nvidia’s China Business is Important to US Geopolitical Positioning
But not in the way most people think.
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Kevin Xu
1
($) re:Inventing AWS: Keynote Digs and Narratives
The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.
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Kevin Xu
A Thankful Note
Dear subscribers and readers: Since it is a short holiday week here in the US, I want to take this opportunity to say a loud, sincere “thank you” for…
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Kevin Xu
5
Alibaba's Reorg Hot Mess
“1+6+n” is now “1+5+(n-1)”.
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Kevin Xu
5
($) The Age of Not Obvious: China in September 2023
What will happen in the next four decades will look very different than what happened over the last four.
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Kevin Xu
1
China May Stay Permanently Behind the US in Generative AI
Blocking Hugging Face is a big deal.
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Kevin Xu
6
($) AI Executive Order: Likes and Dislikes
Four dislikes and two likes of a laundry list of self-contradicting rules
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Kevin Xu
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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