Interconnected
Subscribe
Sign in
Home
Quarterly and Annual Letters
Mr. Market
Open Source
Cloud War
Long-Form Profiles
Archive
About
Latest
Top
Discussions
Was Zuck Right about Chinese AI Models?
Model censorship happens in the cloud
Jan 13
•
Kevin Xu
323
Share this post
Interconnected
Was Zuck Right about Chinese AI Models?
Copy link
Facebook
Email
Notes
More
42
Globalization is Dead and No One is Listening
This is the end of the beginning.
Dec 12, 2022
•
Kevin Xu
142
Share this post
Interconnected
Globalization is Dead and No One is Listening
Copy link
Facebook
Email
Notes
More
18
Wang Chuanfu: A Name Everyone in the West Should Know
An American-esque, rags-to-riches story.
Feb 8, 2024
•
Kevin Xu
194
Share this post
Interconnected
Wang Chuanfu: A Name Everyone in the West Should Know
Copy link
Facebook
Email
Notes
More
22
AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
May 11, 2023
•
Kevin Xu
34
Share this post
Interconnected
AI Will Create More Developers, Not Less
Copy link
Facebook
Email
Notes
More
16
CoreWeave vs Nebius
Training Machine vs In-Production Inference
Mar 25
•
Kevin Xu
and
Howe Wang
44
Share this post
Interconnected
CoreWeave vs Nebius
Copy link
Facebook
Email
Notes
More
8
($) DeepSeek's Three Idiosyncratic Advantages
This post is for our premium members only.
Jan 3
•
Kevin Xu
20
Share this post
Interconnected
($) DeepSeek's Three Idiosyncratic Advantages
Copy link
Facebook
Email
Notes
More
2
Jensen Huang NTU Commencement Speech 2023
Either you're running for food or you are running from becoming food.
May 29, 2023
•
Kevin Xu
22
Share this post
Interconnected
Jensen Huang NTU Commencement Speech 2023
Copy link
Facebook
Email
Notes
More
3
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
41
Share this post
Interconnected
Contours of a US-China Tech Grand Bargain
Copy link
Facebook
Email
Notes
More
5
($) Less is More: 2023 Annual Letter
Welcome to my first annual investment letter – a deep dive review of my performance from the previous year and some honest reflections, professional and…
Jan 12, 2024
•
Kevin Xu
19
Share this post
Interconnected
($) Less is More: 2023 Annual Letter
Copy link
Facebook
Email
Notes
More
5
Nebius Part 1: the Smooth (Developer) Operator
Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese…
Feb 17
•
Kevin Xu
27
Share this post
Interconnected
Nebius Part 1: the Smooth (Developer) Operator
Copy link
Facebook
Email
Notes
More
Has American Soft Power Peaked?
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment
Mar 5
•
Kevin Xu
41
Share this post
Interconnected
Has American Soft Power Peaked?
Copy link
Facebook
Email
Notes
More
9
($) Huawei's Global AI Ambition: The Core Depends on The Soul
A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s…
Apr 22
•
Kevin Xu
11
Share this post
Interconnected
($) Huawei's Global AI Ambition: The Core Depends on The Soul
Copy link
Facebook
Email
Notes
More
3
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts