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Jensen Huang NTU Commencement Speech 2023
Either you're running for food or you are running from becoming food.
2 hr ago
•
Kevin Xu
6
1
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Jensen Huang NTU Commencement Speech 2023
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Is the Next Alibaba...AliCloud?
AliCloud will be the first pure play hyperscaler on the public market.
May 24
•
Kevin Xu
8
3
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Is the Next Alibaba...AliCloud?
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AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
May 11
•
Kevin Xu
24
16
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AI Will Create More Developers, Not Less
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“Hardtech” Corporate VCs Rising in China
Changing of the guards, from Alibaba/Tencent to Huawei/CATL/BYD
May 3
•
Kevin Xu
16
3
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“Hardtech” Corporate VCs Rising in China
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April 2023
Q1 2023: Performance Update and Psychological Learning
Circle of Competence Breeds “Gumption and Patience”
Apr 27
•
Kevin Xu
8
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Q1 2023: Performance Update and Psychological Learning
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RESTRICT First, Ban Later
The RESTRICT Act must pass first, before TikTok can get banned.
Apr 4
•
Kevin Xu
9
2
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RESTRICT First, Ban Later
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March 2023
Alibaba Reorg
Either a Berkshire-like model or just clever corporate engineering
Mar 30
•
Kevin Xu
14
5
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Alibaba Reorg
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RESTRICT China
It's “game over” for all Chinese tech companies in the US.
Mar 23
•
Kevin Xu
22
4
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RESTRICT China
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Is JD Cloud the New “National Champion”?
The "national champion" label commands more market power in an age of deglobalization and constant sanctioning risks.
Mar 15
•
Kevin Xu
8
1
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Is JD Cloud the New “National Champion”?
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Is Meta Becoming a Trustworthy AI Company?
Yep, Mark Zuckerberg's Meta.
Mar 8
•
Kevin Xu
7
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Is Meta Becoming a Trustworthy AI Company?
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February 2023
Ford Hearts CATL: America's Awkward Battery Deficiency
Ford, an American national champion, has no choice but to work with CATL, a Chinese national champion -- opting for economic pragmatism instead of…
Feb 28
•
Kevin Xu
7
3
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Ford Hearts CATL: America's Awkward Battery Deficiency
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Are Americans Worried About Chinese Apps?
Not really.
Feb 23
•
Kevin Xu
11
3
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Are Americans Worried About Chinese Apps?
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