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No Business Model: DeepSeek's Enduring Advantage
No other frontier AGI-pilled lab anywhere has this edge
20 hrs ago
•
Kevin Xu
9
1
4
($) The AI Competition as a Football Game
At halftime: USA 29 - China 25
Jan 6
•
Kevin Xu
5
1
2025: My Top 5 Favorite Interconnected Posts
As we close out 2025, I want to share with you my top 5 favorite Interconnected posts from the past year.
Dec 29, 2025
•
Kevin Xu
16
4
2
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Was Zuck Right about Chinese AI Models?
Jan 13, 2025
•
Kevin Xu
326
40
50
Globalization is Dead and No One is Listening
Dec 12, 2022
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Kevin Xu
145
18
13
Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8, 2024
•
Kevin Xu
209
22
37
($) Lip-Bu Tan: the Tiger Dad Intel Needs
Jul 12, 2025
•
Kevin Xu
43
2
14
The Real DeepSeek Moment Just Arrived
Aug 25, 2025
•
Kevin Xu
111
6
21
China's Structural Advantage in Open Source AI
Jun 25, 2025
•
Kevin Xu
103
10
28
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Discussions
AI in the United Arab Emirates
Swing Vote of the US-China AI Co-opetition
Dec 18, 2025
•
Kevin Xu
56
18
10
Cloud War: the National Security Strategy Edition
From More Voting to More Selling
Dec 7, 2025
•
Kevin Xu
22
2
3
($) Forward Deployed Engineer: the Job that Makes AI Real
Scalable Enablers or Growth Bottleneck?
Dec 3, 2025
•
Kevin Xu
and
David Huang
12
1
From Race to Co-opetition
How I plan to write about US-China AI going forward
Nov 25, 2025
•
Kevin Xu
30
4
6
($) Kimi Kimi on the Wall
Who is the fairest (open weight) model of all?
Nov 13, 2025
•
Kevin Xu
9
3
2
Sovereign AI with South Korean Characteristics
From beer (and fried chicken) summit to launching AI moonshots
Nov 5, 2025
•
Kevin Xu
24
5
3
($) Q3 2025 Update: Good Risks, Bad Risks
Welcome to the Q3 2025 update of Interconnected Capital.
Oct 26, 2025
•
Kevin Xu
10
1
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On the intersections of tech, investing, geopolitics, and US-Asia relations
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