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Is Tesla China’s “Catfish”?
If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…
 • 
Kevin Xu
5
($) Do We Need Sovereign AI?
The more I think about it, the more I think we do.
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Kevin Xu
1
When the Houthis Found “the Cloud"
More than 20 countries are, in one way or another, involved in the four damaged undersea cables.
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Kevin Xu
2
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Globalization is Dead and No One is Listening
 • Kevin Xu
13
AI Will Create More Developers, Not Less
 • Kevin Xu
16
Wang Chuanfu: A Name Everyone in the West Should Know
 • Kevin Xu
16
Jensen Huang NTU Commencement Speech 2023
 • Kevin Xu
3
($) Less is More: 2023 Annual Letter
 • Kevin Xu
5
($) Tracking Global AI Talent Flow
Is sovereign AI keeping more talents at home?
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Kevin Xu
Japan's Semiconductor Red Carpet
Phoenix should learn a thing or two from Kumamoto.
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Kevin Xu
10
($) China’s Provincial GDPs: Pessimism or Sandbagging
I see China delivering 5% GDP growth as a base case.
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Kevin Xu
1
Wang Chuanfu: A Name Everyone in the West Should Know
An American-esque, rags-to-riches story.
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Kevin Xu
16
($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
What annual reports can tell us about geopolitical trends
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Kevin Xu
U.S. Export Control is Hurting Nvidia and Helping Huawei
“If you know yourself but not the enemy, for every victory gained you will also suffer a defeat.” -- Sun Tzu
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Kevin Xu
($) AI May Have A Gross Margin and Bullshit Revenue Problem
The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges. A pair…
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Kevin Xu
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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