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The TikTok Template
Not a one-off deal, but a sign of things to come.
Sep 17
•
Kevin Xu
37
6
($) Nebius: An Investor's Diary
A rollercoaster ride that's not for the faint of heart
Sep 9
•
Kevin Xu
6
2
August 2025
The Real DeepSeek Moment Just Arrived
Last week, DeepSeek released a new version of its model to much fanfare.
Aug 25
•
Kevin Xu
108
7
($) P(Grand Bargain) = 55%
A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
Aug 12
•
Kevin Xu
5
3
From DeepSeek-R1 to gpt-oss
Finally, some positive-sum competition between the US and China
Aug 5
•
Kevin Xu
26
5
July 2025
($) H20 and the Broken Export Control Debate
Guess what, Chinese tech companies hate Huawei too!
Jul 29
•
Kevin Xu
19
3
Five Interesting Things about the White House AI Action Plan
Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture
Jul 23
•
Kevin Xu
38
5
Q2 2025 Update: Equanimity Investing
Welcome to the Q2 2025 update of Interconnected Capital.
Jul 20
•
Kevin Xu
19
4
($) Lip-Bu Tan: the Tiger Dad Intel Needs
The most successful tech CEO and VC no one has heard of
Jul 12
•
Kevin Xu
39
2
A New Father's Reflections on the American Dream
One of my July 4th traditions is to do a crossfit hero workout at my local gym.
Jul 4
•
Kevin Xu
37
9
June 2025
China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
Jun 25
•
Kevin Xu
101
10
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
Jun 16
•
Kevin Xu
13
1
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