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Are Labor Unions Raining on America's Parade?
When it comes to unions and industrial policy, Democrats and Republicans are simultaneously at odds with each other and themselves.
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Kevin Xu
2
August 2023
5️⃣ China's Future Through the Wubi Lens
Will China choose to bend itself once again more than it bends the world?
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Kevin Xu
5
🔊Capital Allocators China - Generative AI Panel
Electricity and power, open vs closed source, surprising sources of Chinese AI model makers
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Kevin Xu
3
🟡 Generative AI Heading For (Short Term) Disappointment
This disappointment is easily avoidable if public market investors understand the rhythm of building a software product.
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Kevin Xu
5
☁️Llama 2 is China Cloud's Best Friend
Open source and the AI platform shift may be what will help Zuckerberg fulfill his “China Dream.”
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Kevin Xu
2
July 2023
🤑H1/Q2 2023 Performance Update (and a Poll)
Should I start a separate investing-focused newsletter for an investment-focused audience?
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Kevin Xu
11
🤖EU, China, US: Three Different Attitudes Toward AI Regulation
US is the most open, EU is the least open, and China (knowing its redlines) is somewhere in between
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Kevin Xu
3
🎧Good Chinese Language Tech Podcasts
Sharing 4 podcasts that are in my regular rotation
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Kevin Xu
1
🏴‍☠️Traitors or Treasures: the Semiconductor Talent Conundrum
The indictment of Choi Jin-seok illustrates a conundrum that’s vexing the global fight for a tiny semiconductor talent pool.
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Kevin Xu
US vs China: A Cloud Proxy War
As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.
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Kevin Xu
1
June 2023
Meta Wants to Make AI “Moatless"
"Open source as defense" is a time-honored strategy
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Kevin Xu
China's Underestimated AI Convening Power
Convening power is (very) important in AI regulations
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Kevin Xu
1
© 2023 Kevin Xu
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