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Q1 2026 Performance Update: Roughing It in the AI Age
Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there.
 • Kevin Xu
($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?
Today’s post is for our premium members only.
 • Kevin Xu
Tracking the Bipartisan Punching Bag: AI Data Centers
A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions.
 • Kevin Xu
($) "Death" of Qwen and the “Hundred Claws War”
ICYMI: I went on the Kyle Chan’s High Capacity podcast and Jordan Schneider’s ChinaTalk to talk about my recently published long piece on the history of…
 • Kevin Xu
Chinese Open Source: A Definitive History
Open source used to be a niche topic.
 • Kevin Xu

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