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($) Llama 3.1 and Its Geopolitical Implications
Output for training, synthetic data use, and more
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Kevin Xu
WSJ, Odd Lots Podcast, Third Plenum on GenAI
I’m on the road this week in NYC and Austin, so today’s post will be a short one and won’t be my usual column-style essay. Instead, it’s a compilation…
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Kevin Xu
Swing Vote of Global AI Competition: the Middle East
Three natural advantages: energy, money, geography
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Kevin Xu
3
($) OpenAI Bans China
This API ban signals a phase shift from “chip war” to “cloud war”
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Kevin Xu
3

June 2024

When Two “Presidents” Debate
What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American
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Kevin Xu
7
($) Software is Why Nvidia Will Not Become Cisco
NIM is the tip of the spear
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Kevin Xu
Software Is Not Dead
But AI is killing “land and expand”
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Kevin Xu
1

May 2024

($) China Cloud Price War
And what it could mean for the global AI market
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Kevin Xu
1
Huawei Cloud and “AI in the Box”
Is on-prem cool again?
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Kevin Xu
4
($) Greg Abel Will Power AI
MidAmerican Energy, Iowa, and AI are intimately intertwined
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Kevin Xu
Q1 2024: Inner Scorecard
Welcome to my first quarterly letter of 2024. To new and old readers alike, a friendly reminder: at Interconnected, I run a long/short equity portfolio…
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Kevin Xu
3

April 2024

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