Archive - Interconnected

December 2024

($) 2025: Year of (Software) Picks and Shovels

API platforms, databases, and the neoclouds.

Dec 22, 2024 •

($) Why is China Investigating Nvidia: Blackwell

And another chip on the negotiation table of a grand bargain

Dec 17, 2024 •

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 •

Robin Zeng: CATL’s Prodigious Gambler

As Europe reels from Northvolt’s bankruptcy, as Goldman Sachs writes off its $900 million wager to a big fat zero in this embarrassing failure, CATL…

Dec 5, 2024 •

November 2024

October 2024

Time to Let Ant IPO!

Or the IPO "wealth drain" will continue

Oct 23, 2024 •

($) The US-China AI Gap Widens in 2026

Nvidia Blackwell moves the "chip war" to the "cloud war"

Oct 14, 2024 •

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