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
NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of partners to produce its Blackwell products in Texas and Arizona.| Interconnected
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
