Interconnected
Internet's only bilingual newsletter on the intersections of tech, business, investing, geopolitics, and US-Asia relations. New post every week by Kevin Xu (@kevinsxu)
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Latest posts
- ($) Q3 2026 Performance Update: Suitably Paranoid
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From Trees to Granite
The US-China Relations Super Bowl At Halftime
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There and Back Again: Tracking Global AI Talent Flow
Arguably the most often-uttered piece of factoid about the global AI landscape is that China produces 50% of the world’s AI talent. It is a number that Jensen Huang of NVIDIA is fond of repeating in almost every interview he does, and no interviewer has questioned where
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Don’t Sleep on the BRICS AI Open Source Community
The world is barreling toward another US-China summit with a bilateral AI dialogue possibly happening this weekend. Meanwhile, every human is wrestling with whether a 10-ish% of AI accelerated extinction is worth losing sleep over. (I suddenly have a lot of empathy for dinosaurs…
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While I Was Gone…
Data Center Moratoriums, OpenAI Agents Gone Rogue, NVIDIA-Hugging Face Marriage, Moonshot-Hyperscaler Revenue Share
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Fear of AI Bubble Could Pop The Bubble
I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute. I called out this risk in my 2025 annual letter . Our team (as in me and Claude) started tracking local moratoriums and built a public dashboard. When I shared the dashboard in
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Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks
Adopting a new license, with revenue comes regulability
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H1 2026 Performance Update: Getting Worse Before Getting Better
Welcome to Interconnected Capital’s H1 2026 performance update letter. To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in both the hardware and software “picks and shovels” of the interconnected global digital AI…
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The Great American Tech “Crackdown” Is Looking Like China’s
If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you likely would have guessed China or maybe Russia. Except today that honor belongs to OpenAI in America . If I
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Banning Open Source AI Would Be A Mistake
The energy to regulate AI is in the air in Washington. With the recently signed executive order to review AI models, a congressional proposal to legislate AI further, the government possibly taking shares of frontier AI labs, and last Friday’s action prohibiting foreign…
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Why Do (Some) Chinese AI Labs Distill?
And why the Mythos/Fable drama doesn’t matter here
- ($) Berkshire Hathaway: AI Tourist or Energy Veteran?
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Watching the Super Bowl of US-China Nerds
Trump wrapped up his state visit to China a few hours ago. If you are an US-China relations nerd like myself, watching the minute-by-minute unfolding of the visit is like watching the Super Bowl. Having been somewhat on the inside of these types of visits before (I
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ChinAI Mood: April 26 - May 4, 2026
AGI is the friends you make along the way
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Q1 2026 Performance Update: Roughing It in the AI Age
Welcome to Interconnected Capital’s Q1 2026 performance update letter. To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in both the hardware and software “picks and shovels” of the interconnected global digital AI…