Last week, DeepSeek released a new version of its model to much fanfare.| interconnect.substack.com
Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment| Interconnected
Welcome to the 2024 annual letter of Interconnected Capital.| interconnect.substack.com
Welcome to the 2024 annual letter of Interconnected Capital. To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in the “picks and shovels” of the interconnected global digital AI economy. I draw on my technology business operator's experience and geopolitical| Interconnected
Model censorship happens in the cloud| interconnect.substack.com