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Just My Opinion

A New Father's Reflections on the American Dream
One of my July 4th traditions is to do a crossfit hero workout at my local gym.
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Kevin Xu
9
Contours of a US-China Tech Grand Bargain
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.
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Kevin Xu
5
($) Is 2025 the Year of the AI RIF?
AI RIF is the best, if not only, form of walking the walk to show what AI can really do
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Kevin Xu
3
NVIDIA: Made in America (by Taiwan)
NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of…
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Kevin Xu
9
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
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Kevin Xu
1
Has American Soft Power Peaked?
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment
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Kevin Xu
9
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Less effective export control, less doomsday scenario
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Kevin Xu
1
See the World Accurately
Updated thoughts on the US, China, and US-China
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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
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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…
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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.
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Kevin Xu
🤷Does China Want Generative AI?
Not really.
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Kevin Xu
8
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