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Was Zuck Right about Chinese AI Models?
Model censorship happens in the cloud
Jan 13 • 
Kevin Xu
323

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Was Zuck Right about Chinese AI Models?
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42
Globalization is Dead and No One is Listening
This is the end of the beginning.
Dec 12, 2022 • 
Kevin Xu
142

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Globalization is Dead and No One is Listening
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18
Wang Chuanfu: A Name Everyone in the West Should Know
An American-esque, rags-to-riches story.
Feb 8, 2024 • 
Kevin Xu
194

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Wang Chuanfu: A Name Everyone in the West Should Know
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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

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AI Will Create More Developers, Not Less
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16
CoreWeave vs Nebius
Training Machine vs In-Production Inference
Mar 25 • 
Kevin Xu
 and 
Howe Wang
44

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CoreWeave vs Nebius
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($) DeepSeek's Three Idiosyncratic Advantages
This post is for our premium members only.
Jan 3 • 
Kevin Xu
20

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($) DeepSeek's Three Idiosyncratic Advantages
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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

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Jensen Huang NTU Commencement Speech 2023
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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

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Contours of a US-China Tech Grand Bargain
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($) 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

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($) Less is More: 2023 Annual Letter
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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

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Nebius Part 1: the Smooth (Developer) Operator
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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

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Has American Soft Power Peaked?
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($) 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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