Archive - Interconnected

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

API platforms, databases, and the neoclouds.

Dec 22 •

($) Why is China Investigating Nvidia: Blackwell

And another chip on the negotiation table of a grand bargain

Dec 17 •

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 •

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 •

November 2024

October 2024

September 2024

GitLab, GitHub, the AI Model Divide

From PMF to UMF (UX Model Fit)

Sep 18 •

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