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China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
Jun 25
•
Kevin Xu
53
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China's Structural Advantage in Open Source AI
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7
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
Jun 16
•
Kevin Xu
8
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($) Oracle Cloud: the Largest "Chinese Cloud" in America?
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1
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
Jun 8
•
Kevin Xu
46
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Contours of a US-China Tech Grand Bargain
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5
($) Two Charts That Matter in Mary Meeker’s AI Deck
This post is for our premium members only.
Jun 2
•
Kevin Xu
5
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($) Two Charts That Matter in Mary Meeker’s AI Deck
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2
May 2025
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s…
May 25
•
Kevin Xu
21
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“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
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($) Is 2025 the Year of the AI RIF?
AI RIF is the best, if not only, form of walking the walk to show what AI can really do
May 21
•
Kevin Xu
9
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($) Is 2025 the Year of the AI RIF?
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The Middle East Swings to American AI
With two important, long-term implications
May 18
•
Kevin Xu
26
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The Middle East Swings to American AI
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($) Q1 2025: Trust the Process, Trust the Temperament
Welcome to the Q1 2025 quarterly update letter of Interconnected Capital.
May 4
•
Kevin Xu
10
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($) Q1 2025: Trust the Process, Trust the Temperament
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2
Benchmark Invests in Manus: VC Math vs Geopolitics Math
An economically rational deal if you are true early stage VC
May 1
•
Kevin Xu
24
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Benchmark Invests in Manus: VC Math vs Geopolitics Math
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April 2025
($) Huawei's Global AI Ambition: The Core Depends on The Soul
A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s…
Apr 22
•
Kevin Xu
11
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($) Huawei's Global AI Ambition: The Core Depends on The Soul
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3
NVIDIA: Made in America (by Taiwan)
NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of…
Apr 15
•
Kevin Xu
27
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NVIDIA: Made in America (by Taiwan)
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9
($) This Time is NOT like Covid
It's worse...
Apr 6
•
Kevin Xu
10
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($) This Time is NOT like Covid
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