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Is China Investable Now?
Understanding David Tepper's "Everything, Everything" Strategy
Oct 2
•
Kevin Xu
25
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Is China Investable Now?
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September 2024
GitLab, GitHub, the AI Model Divide
From PMF to UMF (UX Model Fit)
Sep 18
•
Kevin Xu
12
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GitLab, GitHub, the AI Model Divide
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($) Apple vs Huawei: Boomer vs Startup
A defiant Huawei tries to upstage Apple with a trifold phone. Will it work?
Sep 12
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Kevin Xu
5
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($) Apple vs Huawei: Boomer vs Startup
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NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Alibaba and Meituan penalties are useful prior arts
Sep 5
•
Kevin Xu
2
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NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
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August 2024
Nashville and the 45 Second Commute
As we approach Labor Day weekend (if you are in the US or Canada), I’d like to share my latest (and perhaps final) location change: Nashville…
Aug 30
•
Kevin Xu
19
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Nashville and the 45 Second Commute
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($) Alibaba (Finally) Gets Its Retail Fanbase
Thanks to Congress and the Holding Foreign Companies Accountable Act
Aug 26
•
Kevin Xu
4
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($) Alibaba (Finally) Gets Its Retail Fanbase
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3x3 AI Video Matchup: US vs China
Team Runway, Luma, Pika vs. Team Vidu, Zhipu, Kling
Aug 16
•
Kevin Xu
8
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3x3 AI Video Matchup: US vs China
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When Volatility is High, Berkshire Calms Me Down
Powering data centers, money manager compensation, US-China relations, and deserved trust
Aug 9
•
Kevin Xu
17
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When Volatility is High, Berkshire Calms Me Down
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H1 2024 Performance Letter: Arrogant Humility
Welcome to Interconnected Capital’s first half (H1) of 2024 investment performance letter, which I write on a quarterly basis.
Aug 1
•
Kevin Xu
9
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H1 2024 Performance Letter: Arrogant Humility
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July 2024
($) Llama 3.1 and Its Geopolitical Implications
Output for training, synthetic data use, and more
Jul 24
•
Kevin Xu
7
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($) Llama 3.1 and Its Geopolitical Implications
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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.
Jul 22
•
Kevin Xu
6
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WSJ, Odd Lots Podcast, Third Plenum on GenAI
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Swing Vote of Global AI Competition: the Middle East
Three natural advantages: energy, money, geography
Jul 15
•
Kevin Xu
11
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Swing Vote of Global AI Competition: the Middle East
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