Sitemap - 2025 - Interconnected
2025: My Top 5 Favorite Interconnected Posts
AI in the United Arab Emirates
Cloud War: the National Security Strategy Edition
($) Forward Deployed Engineer: the Job that Makes AI Real
Sovereign AI with South Korean Characteristics
($) Q3 2025 Update: Good Risks, Bad Risks
Europe's Hidden Sovereign AI Gem: Nebius
($) Nebius: An Investor's Diary
The Real DeepSeek Moment Just Arrived
($) H20 and the Broken Export Control Debate
Five Interesting Things about the White House AI Action Plan
Q2 2025 Update: Equanimity Investing
($) Lip-Bu Tan: the Tiger Dad Intel Needs
A New Father's Reflections on the American Dream
China's Structural Advantage in Open Source AI
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Contours of a US-China Tech Grand Bargain
($) Two Charts That Matter in Mary Meeker’s AI Deck
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
($) Is 2025 the Year of the AI RIF?
The Middle East Swings to American AI
($) Q1 2025: Trust the Process, Trust the Temperament
Benchmark Invests in Manus: VC Math vs Geopolitics Math
($) Huawei's Global AI Ambition: The Core Depends on The Soul
NVIDIA: Made in America (by Taiwan)
($) This Time is NOT like Covid
An Ordinary Analogy to Understand Pre-Training, Test-Time Compute, Inference
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
Has American Soft Power Peaked?
($) Alibaba Cloud: No Longer Ignored
Nebius Part 2: Cash, Optionalities, Challenges
Nebius Part 1: the Smooth (Developer) Operator
2024 Annual Letter: Generational Company, Generational Wealth
($) Stargate is America’s Sovereign AI