Interconnected

Interconnected

Home
Quarterly and Annual Letters
Mr. Market
Open Source
Cloud War
Long-Form Profiles
Archive
About

Sitemap - 2022 - Interconnected

Part II: Morris Chang's 2021 Speech on the History and Future of Semiconductors

Part I: Morris Chang's 2021 Speech on the History and Future of Semiconductors

Globalization is Dead and No One is Listening

ChatGPT and the Future of Domain Expertise

Covid Zero and Its Ironies

Are the Next 50 Million Developers Already Here?

Zhang Yiming’s Last Speech: Part II

Zhang Yiming’s Last Speech: Part I

Elon's Twitter and Open Source Algorithm

Kakao, Data Center Fire, the Data Residency Dilemma

CALB vs CATL: Can Two Battery Pigs Both Fly?

Is Hong Kong’s IPO Window Opening Up?

Alibaba: Is It a “Mature” Company?

Prosus: Softbank Without the Drama

Jack Ma's Bund Finance Summit Speech

US vs China: How Can America Win?

How is China’s Cloud Industry Doing?

How to Invest in China's Cloud

© 2025 Kevin Xu
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More