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China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
Jun 25
•
Kevin Xu
66
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China's Structural Advantage in Open Source AI
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7
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
Jun 16
•
Kevin Xu
8
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($) Oracle Cloud: the Largest "Chinese Cloud" in America?
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1
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
Jun 8
•
Kevin Xu
46
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Contours of a US-China Tech Grand Bargain
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5
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Was Zuck Right about Chinese AI Models?
Jan 13
•
Kevin Xu
323
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Was Zuck Right about Chinese AI Models?
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42
Globalization is Dead and No One is Listening
Dec 12, 2022
•
Kevin Xu
142
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Globalization is Dead and No One is Listening
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18
Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8, 2024
•
Kevin Xu
194
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Wang Chuanfu: A Name Everyone in the West Should Know
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22
AI Will Create More Developers, Not Less
May 11, 2023
•
Kevin Xu
34
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AI Will Create More Developers, Not Less
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16
CoreWeave vs Nebius
Mar 25
•
Kevin Xu
and
Howe Wang
45
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CoreWeave vs Nebius
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9
($) DeepSeek's Three Idiosyncratic Advantages
Jan 3
•
Kevin Xu
20
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($) DeepSeek's Three Idiosyncratic Advantages
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2
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($) Two Charts That Matter in Mary Meeker’s AI Deck
This post is for our premium members only.
Jun 2
•
Kevin Xu
5
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($) Two Charts That Matter in Mary Meeker’s AI Deck
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2
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s…
May 25
•
Kevin Xu
21
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“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
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3
($) Is 2025 the Year of the AI RIF?
AI RIF is the best, if not only, form of walking the walk to show what AI can really do
May 21
•
Kevin Xu
9
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($) Is 2025 the Year of the AI RIF?
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The Middle East Swings to American AI
With two important, long-term implications
May 18
•
Kevin Xu
26
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The Middle East Swings to American AI
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($) Q1 2025: Trust the Process, Trust the Temperament
Welcome to the Q1 2025 quarterly update letter of Interconnected Capital.
May 4
•
Kevin Xu
10
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($) Q1 2025: Trust the Process, Trust the Temperament
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2
Benchmark Invests in Manus: VC Math vs Geopolitics Math
An economically rational deal if you are true early stage VC
May 1
•
Kevin Xu
24
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Benchmark Invests in Manus: VC Math vs Geopolitics Math
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11
($) Huawei's Global AI Ambition: The Core Depends on The Soul
A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s…
Apr 22
•
Kevin Xu
11
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($) Huawei's Global AI Ambition: The Core Depends on The Soul
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3
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