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Was Zuck Right about Chinese AI Models?
Model censorship happens in the cloud
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Kevin Xu
41
Globalization is Dead and No One is Listening
This is the end of the beginning.
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Kevin Xu
18
Wang Chuanfu: A Name Everyone in the West Should Know
An American-esque, rags-to-riches story.
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Kevin Xu
22
China's Structural Advantage in Open Source AI
Not just my words, Ion Stoica’s too.
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Kevin Xu
8
AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
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Kevin Xu
16
CoreWeave vs Nebius
Training Machine vs In-Production Inference
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Kevin Xu
 and 
Howe Wang
9
($) DeepSeek's Three Idiosyncratic Advantages
This post is for our premium members only.
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Kevin Xu
2
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
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Kevin Xu
5
Jensen Huang NTU Commencement Speech 2023
Either you're running for food or you are running from becoming food.
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Kevin Xu
3
Nebius Part 1: the Smooth (Developer) Operator
Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese…
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Kevin Xu
($) 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…
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Kevin Xu
5
Has American Soft Power Peaked?
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment
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Kevin Xu
9
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