Sitemap - 2023 - Interconnected
($) Top 5 US-China Tech Stories of 2023
November Review: Micro Plus Macro and the Roblox Story
($) AI Spending Against the Price of Time
Nvidia’s China Business is Important to US Geopolitical Positioning
($) re:Inventing AWS: Keynote Digs and Narratives
($) The Age of Not Obvious: China in September 2023
China May Stay Permanently Behind the US in Generative AI
($) AI Executive Order: Likes and Dislikes
How to Understand Google's Gemini Delay
📣Announcing Interconnected 2.0
($) Second Order Effects of the Expanded US AI Chips Ban
($) Q3 2023 Letter: Sideways Market Continues with More War
🏛️Washington is Using China to Destroy Open Source
🔋Is Ford’s Pause on CATL Plant Really About China?
🏦AI Is Turning Clouds Into Banks
🇺🇲Are Labor Unions Raining on America's Parade?
5️⃣ China's Future Through the Wubi Lens
🔊Capital Allocators China - Generative AI Panel
🟡 Generative AI Heading For (Short Term) Disappointment
☁️Llama 2 is China Cloud's Best Friend
🤑H1/Q2 2023 Performance Update (and a Poll)
🤖EU, China, US: Three Different Attitudes Toward AI Regulation
🎧Good Chinese Language Tech Podcasts
🏴☠️Traitors or Treasures: the Semiconductor Talent Conundrum
US vs China: A Cloud Proxy War
Meta Wants to Make AI “Moatless"
China's Underestimated AI Convening Power
Jensen Huang NTU Commencement Speech 2023
Is the Next Alibaba...AliCloud?
AI Will Create More Developers, Not Less
“Hardtech” Corporate VCs Rising in China
Is JD Cloud the New “National Champion”?
Is Meta Becoming a Trustworthy AI Company?
Ford Hearts CATL: America's Awkward Battery Deficiency
Are Americans Worried About Chinese Apps?
China's “Semiconductor Theranos”: HSMC (From the Archive)
Will ChatGPT Make Baidu Relevant Again?
Reflections on the Delisting Saga