Why subscribe?

Hello, I’m Kevin Xu, founder of Interconnected Capital, a global technology hedge fund, and I write the Interconnected Newsletter.

This is a weekly, bilingual (English/Chinese) publication that looks at the venn diagram of builders, operators, investors, regulators, and how they are all (inter)connected. If you like complicated stuff, told un-complicated-ly, this is the newsletter for you!

Thoughts, research, and ideas from Interconnected have been cited or published in the New York Times [1, 2, 3], Bloomberg [1, 2], Washington Post, Business Insider, Financial Times [1, 2], Wired Magazine [1, 2], Al Jazeera, Wall Street Journal [1, 2, 3, 4, 5, 6], Protocol, TechCrunch, Noema Magazine, Rest of World [1, 2], and South China Morning Post [1, 2], among other media outlets.

The bilingual version is published on a standalone website: https://interconnected.blog/ (Also see archive of three years of bilingual writing, before this Substack was started.)

Interact with me on Twitter/X, LinkedIn!

Interconnected Premium, our paid annual membership edition, includes the following:

💹 Quarterly investment portfolio deep dives + monthly market observations

✍️ 2 posts per week on average of the kind of analysis and commentary you have been receiving (free subscribers will receive 1 post per week on average)

💻 A private Zoom scheduler link to have live 1-on-1 idea discussions (e.g. stock ideas, policy questions, new projects, general brainstorming)

😎 Early access to my new future projects, e.g. book, investment deals, etc.

Here are some of our favorite recent member-only premium posts:

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All opinions expressed are my own and do not reflect the views of my previous employers (the White House, US Department of Commerce, PingCAP, OSS Capital, GitHub / Microsoft).

Please interact with me on Twitter, LinkedIn, and directly via email!

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On the intersections of tech, investing, geopolitics, and US-Asia relations

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Founder, Investor, Author at Interconnected, ex GitHub, PingCAP, Obama White House