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Reflections on the Delisting Saga
When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two…
Kevin Xu
Jan 25
5
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Reflections on the Delisting Saga
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How Much Does Deglobalization Cost?
In TSMC's case, 4 to 5x!
Kevin Xu
Jan 16
14
1
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How Much Does Deglobalization Cost?
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Interconnected Annual Letter 2022
Be Flexible Within Circle of Competence
Kevin Xu
Jan 9
8
2
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Interconnected Annual Letter 2022
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December 2022
Part II: Morris Chang's 2021 Speech on the History and Future of Semiconductors
"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."
Kevin Xu
Dec 27, 2022
7
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Part II: Morris Chang's 2021 Speech on the History and Future of Semiconductors
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Part I: Morris Chang's 2021 Speech on the History and Future of Semiconductors
"TSMC's business model is that semiconductor companies are our customers, our friends."
Kevin Xu
Dec 20, 2022
7
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Part I: Morris Chang's 2021 Speech on the History and Future of Semiconductors
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Globalization is Dead and No One is Listening
This is the end of the beginning.
Kevin Xu
Dec 12, 2022
43
12
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Globalization is Dead and No One is Listening
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ChatGPT and the Future of Domain Expertise
AI’s awkward relationship with domain expertise is evolving
Kevin Xu
Dec 6, 2022
15
2
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ChatGPT and the Future of Domain Expertise
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November 2022
Covid Zero and Its Ironies
A common thread of unity in ways that no one could foresee and no AI model could predict.
Kevin Xu
Nov 28, 2022
10
2
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Covid Zero and Its Ironies
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Are the Next 50 Million Developers Already Here?
Most are coming from India.
Kevin Xu
Nov 23, 2022
8
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Are the Next 50 Million Developers Already Here?
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Zhang Yiming’s Last Speech: Part II
"All-in" attitude is mental laziness
Kevin Xu
Nov 15, 2022
8
1
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Zhang Yiming’s Last Speech: Part II
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Zhang Yiming’s Last Speech: Part I
When Hungry, Eat; When Tired, Sleep
Kevin Xu
Nov 8, 2022
10
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Zhang Yiming’s Last Speech: Part I
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Elon's Twitter and Open Source Algorithm
Open source algorithm is good for humanity and good for business.
Kevin Xu
Nov 1, 2022
5
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Elon's Twitter and Open Source Algorithm
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