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Is China Investable Now?
Understanding David Tepper's "Everything, Everything" Strategy
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Kevin Xu
3

September 2024

GitLab, GitHub, the AI Model Divide
From PMF to UMF (UX Model Fit)
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Kevin Xu
2
($) Apple vs Huawei: Boomer vs Startup
A defiant Huawei tries to upstage Apple with a trifold phone. Will it work?
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Kevin Xu
NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Alibaba and Meituan penalties are useful prior arts
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Kevin Xu
2

August 2024

Nashville and the 45 Second Commute
As we approach Labor Day weekend (if you are in the US or Canada), I’d like to share my latest (and perhaps final) location change: Nashville…
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Kevin Xu
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($) Alibaba (Finally) Gets Its Retail Fanbase
Thanks to Congress and the Holding Foreign Companies Accountable Act
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Kevin Xu
3x3 AI Video Matchup: US vs China
Team Runway, Luma, Pika vs. Team Vidu, Zhipu, Kling
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Kevin Xu
When Volatility is High, Berkshire Calms Me Down
Powering data centers, money manager compensation, US-China relations, and deserved trust
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Kevin Xu
3
H1 2024 Performance Letter: Arrogant Humility
Welcome to Interconnected Capital’s first half (H1) of 2024 investment performance letter, which I write on a quarterly basis.
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Kevin Xu

July 2024

($) Llama 3.1 and Its Geopolitical Implications
Output for training, synthetic data use, and more
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Kevin Xu
WSJ, Odd Lots Podcast, Third Plenum on GenAI
I’m on the road this week in NYC and Austin, so today’s post will be a short one and won’t be my usual column-style essay.
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Kevin Xu
Swing Vote of Global AI Competition: the Middle East
Three natural advantages: energy, money, geography
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Kevin Xu
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© 2024 Kevin Xu
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