Interconnected | Kevin Xu | Substack
On the intersections of tech, investing, geopolitics, and US-Asia relations. Click to read Interconnected, by Kevin Xu, a Substack publication.| interconnect.substack.com
On the intersections of tech, investing, geopolitics, and US-Asia relations. Click to read Interconnected, by Kevin Xu, a Substack publication.| interconnect.substack.com
A rollercoaster ride that's not for the faint of heart| interconnect.substack.com
Last week, DeepSeek released a new version of its model to much fanfare.| interconnect.substack.com
A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president| Interconnected
Finally, some positive-sum competition between the US and China| interconnect.substack.com
Guess what, Chinese tech companies hate Huawei too!| Interconnected
Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture| Interconnected
Welcome to the Q2 2025 update of Interconnected Capital.| interconnect.substack.com
The most successful tech CEO and VC no one has heard of| Interconnected
One of my July 4th traditions is to do a crossfit hero workout at my local gym.| interconnect.substack.com
This is the end of the beginning.| interconnect.substack.com
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?| interconnect.substack.com
The first (known) phone call between Trump and Xi since the inauguration finally happened this week.| Interconnected
This post is for our premium members only.| Interconnected
Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s homegrown chip-making backstory. While I rarely do translations, this article was sufficiently interesting and included some fascinating insights and anecdotes behind the overnight success of Xring O1, Xiaomi’s recently released flagship chip, that was a decade in the making. (For a more technical deep dive on the chip itself,| Interconnected
AI RIF is the best, if not only, form of walking the walk to show what AI can really do| Interconnected
With two important, long-term implications| interconnect.substack.com
Welcome to the Q1 2025 quarterly update letter of Interconnected Capital.| Interconnected
An economically rational deal if you are true early stage VC| Interconnected
A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s global AI strategy.| interconnect.substack.com
Training Machine vs In-Production Inference| interconnect.substack.com
This post is for our premium members only.| interconnect.substack.com
How Should We Think About Asia’s Biggest Cloud Now| interconnect.substack.com
Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese self-driving company.| interconnect.substack.com
Welcome to the 2024 annual letter of Interconnected Capital.| interconnect.substack.com
Model censorship happens in the cloud| interconnect.substack.com
This post is for our premium members only.| interconnect.substack.com
API platforms, databases, and the neoclouds.| interconnect.substack.com
More than 20 countries are, in one way or another, involved in the four damaged undersea cables.| interconnect.substack.com
