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Just My Opinion

What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Less effective export control, less doomsday scenario
 • 
Kevin Xu
1
See the World Accurately
Updated thoughts on the US, China, and US-China
 • 
Kevin Xu
4
When Two “Presidents” Debate
What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American
 • 
Kevin Xu
7
Is Tesla China’s “Catfish”?
If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…
 • 
Kevin Xu
5
($) AI May Have A Gross Margin and Bullshit Revenue Problem
The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges.
 • 
Kevin Xu
🤷Does China Want Generative AI?
Not really.
 • 
Kevin Xu
8
Nvidia’s China Business is Important to US Geopolitical Positioning
But not in the way most people think.
 • 
Kevin Xu
1
China May Stay Permanently Behind the US in Generative AI
Blocking Hugging Face is a big deal.
 • 
Kevin Xu
6
🔋Is Ford’s Pause on CATL Plant Really About China?
Not really, if you look at the details
 • 
Kevin Xu
3
🇺🇲Are Labor Unions Raining on America's Parade?
When it comes to unions and industrial policy, Democrats and Republicans are simultaneously at odds with each other and themselves.
 • 
Kevin Xu
1
🟡 Generative AI Heading For (Short Term) Disappointment
This disappointment is easily avoidable if public market investors understand the rhythm of building a software product.
 • 
Kevin Xu
5
AI Will Create More Developers, Not Less
There are way more technologies that ought to be built that aren’t.
 • 
Kevin Xu
16
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