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($) Llama 3.1 and Its Geopolitical Implications
Output for training, synthetic data use, and more
 • 
Kevin Xu
WSJ, Odd Lots Podcast, Third Plenum on GenAI
I’m on the road this week in NYC and Austin, so today’s post will be a short one and won’t be my usual column-style essay. Instead, it’s a compilation…
 • 
Kevin Xu
Swing Vote of Global AI Competition: the Middle East
Three natural advantages: energy, money, geography
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Kevin Xu
3
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Globalization is Dead and No One is Listening
 • Kevin Xu
13
AI Will Create More Developers, Not Less
 • Kevin Xu
16
Wang Chuanfu: A Name Everyone in the West Should Know
 • Kevin Xu
17
Jensen Huang NTU Commencement Speech 2023
 • Kevin Xu
3
($) Less is More: 2023 Annual Letter
 • Kevin Xu
5
RESTRICT China
 • Kevin Xu
4
($) OpenAI Bans China
This API ban signals a phase shift from “chip war” to “cloud war”
 • 
Kevin Xu
3
When Two “Presidents” Debate
What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American
 • 
Kevin Xu
7
($) Software is Why Nvidia Will Not Become Cisco
NIM is the tip of the spear
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Kevin Xu
Software Is Not Dead
But AI is killing “land and expand”
 • 
Kevin Xu
1
($) China Cloud Price War
And what it could mean for the global AI market
 • 
Kevin Xu
1
Huawei Cloud and “AI in the Box”
Is on-prem cool again?
 • 
Kevin Xu
4
($) Greg Abel Will Power AI
MidAmerican Energy, Iowa, and AI are intimately intertwined
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Kevin Xu
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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