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June 2025

China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
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Kevin Xu
8
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
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Kevin Xu
1
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
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Kevin Xu
5
($) Two Charts That Matter in Mary Meeker’s AI Deck
This post is for our premium members only.
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Kevin Xu
2

May 2025

“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…
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Kevin Xu
3
($) Is 2025 the Year of the AI RIF?
AI RIF is the best, if not only, form of walking the walk to show what AI can really do
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Kevin Xu
3
The Middle East Swings to American AI
With two important, long-term implications
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Kevin Xu
2
($) Q1 2025: Trust the Process, Trust the Temperament
Welcome to the Q1 2025 quarterly update letter of Interconnected Capital.
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Kevin Xu
2
Benchmark Invests in Manus: VC Math vs Geopolitics Math
An economically rational deal if you are true early stage VC
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Kevin Xu
11
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