Interconnected
Subscribe
Sign in
Home
Quarterly and Annual Letters
Mr. Market
Open Source
Cloud War
Long-Form Profiles
Archive
About
Just My Opinion
Latest
Top
Discussions
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.
Jul 4
•
Kevin Xu
32
Share this post
Interconnected
A New Father's Reflections on the American Dream
Copy link
Facebook
Email
Notes
More
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.
Jun 8
•
Kevin Xu
46
Share this post
Interconnected
Contours of a US-China Tech Grand Bargain
Copy link
Facebook
Email
Notes
More
5
($) Is 2025 the Year of the AI RIF?
AI RIF is the best, if not only, form of walking the walk to show what AI can really do
May 21
•
Kevin Xu
9
Share this post
Interconnected
($) Is 2025 the Year of the AI RIF?
Copy link
Facebook
Email
Notes
More
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…
Apr 15
•
Kevin Xu
27
Share this post
Interconnected
NVIDIA: Made in America (by Taiwan)
Copy link
Facebook
Email
Notes
More
9
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
This post is for our premium members only.
Mar 11
•
Kevin Xu
8
Share this post
Interconnected
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
Copy link
Facebook
Email
Notes
More
1
Has American Soft Power Peaked?
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment
Mar 5
•
Kevin Xu
41
Share this post
Interconnected
Has American Soft Power Peaked?
Copy link
Facebook
Email
Notes
More
9
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Less effective export control, less doomsday scenario
Nov 18, 2024
•
Kevin Xu
17
Share this post
Interconnected
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Copy link
Facebook
Email
Notes
More
1
See the World Accurately
Updated thoughts on the US, China, and US-China
Nov 12, 2024
•
Kevin Xu
26
Share this post
Interconnected
See the World Accurately
Copy link
Facebook
Email
Notes
More
4
When Two “Presidents” Debate
What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American
Jun 28, 2024
•
Kevin Xu
18
Share this post
Interconnected
When Two “Presidents” Debate
Copy link
Facebook
Email
Notes
More
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…
Apr 12, 2024
•
Kevin Xu
19
Share this post
Interconnected
Is Tesla China’s “Catfish”?
Copy link
Facebook
Email
Notes
More
5
($) AI May Have A Gross Margin and Bullshit Revenue Problem
The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges.
Jan 25, 2024
•
Kevin Xu
8
Share this post
Interconnected
($) AI May Have A Gross Margin and Bullshit Revenue Problem
Copy link
Facebook
Email
Notes
More
🤷Does China Want Generative AI?
Not really.
Jan 3, 2024
•
Kevin Xu
31
Share this post
Interconnected
🤷Does China Want Generative AI?
Copy link
Facebook
Email
Notes
More
8
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts