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($) P(Grand Bargain) = 55%
A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
Aug 12
•
Kevin Xu
4
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($) P(Grand Bargain) = 55%
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From DeepSeek-R1 to gpt-oss
Finally, some positive-sum competition between the US and China
Aug 5
•
Kevin Xu
25
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From DeepSeek-R1 to gpt-oss
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5
July 2025
($) H20 and the Broken Export Control Debate
Guess what, Chinese tech companies hate Huawei too!
Jul 29
•
Kevin Xu
19
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($) H20 and the Broken Export Control Debate
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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
37
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Five Interesting Things about the White House AI Action Plan
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4
Q2 2025 Update: Equanimity Investing
Welcome to the Q2 2025 update of Interconnected Capital.
Jul 20
•
Kevin Xu
18
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Q2 2025 Update: Equanimity Investing
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($) Lip-Bu Tan: the Tiger Dad Intel Needs
The most successful tech CEO and VC no one has heard of
Jul 12
•
Kevin Xu
32
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($) Lip-Bu Tan: the Tiger Dad Intel Needs
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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
36
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A New Father's Reflections on the American Dream
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9
June 2025
China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
Jun 25
•
Kevin Xu
97
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China's Structural Advantage in Open Source AI
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10
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
Jun 16
•
Kevin Xu
13
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($) Oracle Cloud: the Largest "Chinese Cloud" in America?
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1
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
Jun 8
•
Kevin Xu
48
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Contours of a US-China Tech Grand Bargain
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5
($) Two Charts That Matter in Mary Meeker’s AI Deck
This post is for our premium members only.
Jun 2
•
Kevin Xu
6
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($) Two Charts That Matter in Mary Meeker’s AI Deck
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2
May 2025
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s…
May 25
•
Kevin Xu
23
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“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
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