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($) Llama 3.1 and Its Geopolitical Implications
Output for training, synthetic data use, and more
Jul 24
•
Kevin Xu
5
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($) 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. Instead, it’s a compilation…
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
7
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Swing Vote of Global AI Competition: the Middle East
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3
($) OpenAI Bans China
This API ban signals a phase shift from “chip war” to “cloud war”
Jul 3
•
Kevin Xu
4
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($) OpenAI Bans China
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3
June 2024
When Two “Presidents” Debate
What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American
Jun 28
•
Kevin Xu
18
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When Two “Presidents” Debate
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7
($) Software is Why Nvidia Will Not Become Cisco
NIM is the tip of the spear
Jun 21
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Kevin Xu
8
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($) Software is Why Nvidia Will Not Become Cisco
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Software Is Not Dead
But AI is killing “land and expand”
Jun 14
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Kevin Xu
12
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Software Is Not Dead
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1
May 2024
($) China Cloud Price War
And what it could mean for the global AI market
May 30
•
Kevin Xu
8
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($) China Cloud Price War
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1
Huawei Cloud and “AI in the Box”
Is on-prem cool again?
May 23
•
Kevin Xu
8
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Huawei Cloud and “AI in the Box”
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($) Greg Abel Will Power AI
MidAmerican Energy, Iowa, and AI are intimately intertwined
May 9
•
Kevin Xu
2
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($) Greg Abel Will Power AI
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Q1 2024: Inner Scorecard
Welcome to my first quarterly letter of 2024. To new and old readers alike, a friendly reminder: at Interconnected, I run a long/short equity portfolio…
May 1
•
Kevin Xu
7
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Q1 2024: Inner Scorecard
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April 2024
($) TSMC: Where and How Will It Raise Prices
Before we get into today’s premium member post, a quick update on last year’s fund performance. My 2023 annual performance was examined and verified by…
Apr 24
•
Kevin Xu
4
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($) TSMC: Where and How Will It Raise Prices
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