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Jensen Huang NTU Commencement Speech 2023
Either you're running for food or you are running from becoming food.
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Kevin Xu
1
Is the Next Alibaba...AliCloud?
AliCloud will be the first pure play hyperscaler on the public market.
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Kevin Xu
3
AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
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Kevin Xu
16
“Hardtech” Corporate VCs Rising in China
Changing of the guards, from Alibaba/Tencent to Huawei/CATL/BYD
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Kevin Xu
3
April 2023
Q1 2023: Performance Update and Psychological Learning
Circle of Competence Breeds “Gumption and Patience”
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Kevin Xu
RESTRICT First, Ban Later
The RESTRICT Act must pass first, before TikTok can get banned.
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Kevin Xu
2
March 2023
Alibaba Reorg
Either a Berkshire-like model or just clever corporate engineering
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Kevin Xu
5
RESTRICT China
It's “game over” for all Chinese tech companies in the US.
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Kevin Xu
4
Is JD Cloud the New “National Champion”?
The "national champion" label commands more market power in an age of deglobalization and constant sanctioning risks.
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Kevin Xu
1
Is Meta Becoming a Trustworthy AI Company?
Yep, Mark Zuckerberg's Meta.
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Kevin Xu
February 2023
Ford Hearts CATL: America's Awkward Battery Deficiency
Ford, an American national champion, has no choice but to work with CATL, a Chinese national champion -- opting for economic pragmatism instead of…
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Kevin Xu
3
Are Americans Worried About Chinese Apps?
Not really.
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Kevin Xu
3
© 2023 Kevin Xu
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