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Has American Soft Power Peaked?
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment
Mar 5
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Kevin Xu
31
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Has American Soft Power Peaked?
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February 2025
($) Alibaba Cloud: No Longer Ignored
How Should We Think About Asia’s Biggest Cloud Now
Feb 25
•
Kevin Xu
7
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($) Alibaba Cloud: No Longer Ignored
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Nebius Part 2: Cash, Optionalities, Challenges
In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its…
Feb 17
•
Kevin Xu
16
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Nebius Part 2: Cash, Optionalities, Challenges
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Nebius Part 1: the Smooth (Developer) Operator
Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese…
Feb 17
•
Kevin Xu
24
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Nebius Part 1: the Smooth (Developer) Operator
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($) DeepSeek Diffusion
It’s about open vs closed, not (just) about the US vs China
Feb 7
•
Kevin Xu
8
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($) DeepSeek Diffusion
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2024 Annual Letter: Generational Company, Generational Wealth
Welcome to the 2024 annual letter of Interconnected Capital.
Feb 2
•
Kevin Xu
25
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2024 Annual Letter: Generational Company, Generational Wealth
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January 2025
($) Stargate is America’s Sovereign AI
This post is for our premium members only.
Jan 22
•
Kevin Xu
9
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($) Stargate is America’s Sovereign AI
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Was Zuck Right about Chinese AI Models?
Model censorship happens in the cloud
Jan 13
•
Kevin Xu
322
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Was Zuck Right about Chinese AI Models?
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42
($) DeepSeek's Three Idiosyncratic Advantages
This post is for our premium members only.
Jan 3
•
Kevin Xu
18
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($) DeepSeek's Three Idiosyncratic Advantages
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December 2024
($) 2025: Year of (Software) Picks and Shovels
API platforms, databases, and the neoclouds.
Dec 22, 2024
•
Kevin Xu
7
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($) 2025: Year of (Software) Picks and Shovels
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($) Why is China Investigating Nvidia: Blackwell
And another chip on the negotiation table of a grand bargain
Dec 17, 2024
•
Kevin Xu
5
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($) Why is China Investigating Nvidia: Blackwell
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Self Re-Introduction – 2024 Edition
I was motivated to write this “self re-introduction” post, because Bill Bishop of Sinocism recently published a similar one.
Dec 11, 2024
•
Kevin Xu
21
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Self Re-Introduction – 2024 Edition
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