Interconnected.blog

@interconnect_ed

Internet's only bilingual (English/中文) newsletter, written by @kevinsxu. Seen on @nytimes @wsj @washingtonpost @wired @BusinessInsider @restofworld @techcrunch

Internet

Joined February 2020

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1KFollowers

Interconnected.blog@interconnect_ed · Mar 11

NEW POST: ($) Manus vs Gemini vs GPT: the Junior Stock Analyst buff.ly/Z6Gu0Cg by @kevinsxu

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Interconnected.blog@interconnect_ed · Mar 5

NEW POST: Has American Soft Power Peaked? buff.ly/lVNin3E by @kevinsxu

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Interconnected.blog@interconnect_ed · Feb 26

NEW POST: ($) Alibaba Cloud: No Longer Ignored buff.ly/4i5YbNw by @kevinsxu

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Interconnected.blog@interconnect_ed · Feb 17

NEW POST: Nebius Part 2: Cash, Optionalities, Challenges buff.ly/415Z9SW by @kevinsxu

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Interconnected.blog@interconnect_ed · Feb 17

NEW POST: Nebius Part 1: the Smooth (Developer) Operator buff.ly/411kUDt by @kevinsxu

interconnect_ed's tweet card. 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. I put “discovered” in...

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Interconnected.blog@interconnect_ed · Feb 7

NEW POST: ($) DeepSeek Diffusion buff.ly/4jNXgms by @kevinsxu

interconnect_ed's tweet card. It’s about open vs closed, not (just) about the US vs China

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Interconnected.blog@interconnect_ed · Feb 3

NEW POST: 2024 Annual Letter: Generational Company, Generational Wealth buff.ly/40Y0gW5 by @kevinsxu

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Interconnected.blog@interconnect_ed · Jan 22

NEW POST: ($) Stargate is America’s Sovereign AI buff.ly/3WxuBbh by @kevinsxu

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Interconnected.blog@interconnect_ed · Jan 13

NEW POST: Was Zuck Right about Chinese AI Models? buff.ly/3DT6zB4 by @kevinsxu

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Interconnected.blog@interconnect_ed · Jan 3

NEW POST: ($) DeepSeek's Three Idiosyncratic Advantages buff.ly/40jgw3G by @kevinsxu

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Interconnected.blog@interconnect_ed · Dec 22

NEW POST: ($) 2025: Year of (Software) Picks and Shovels buff.ly/41LWwI4 by @kevinsxu

interconnect_ed's tweet card. API platforms, databases, the neoclouds

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Interconnected.blog@interconnect_ed · Dec 17

NEW POST: ($) Why is China Investigating Nvidia: Blackwell buff.ly/3ZXIlyc by @kevinsxu

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Interconnected.blog@interconnect_ed · Dec 11

NEW POST: Self Re-Introduction – 2024 Edition buff.ly/4gyw1Kp by @kevinsxu

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Interconnected.blog@interconnect_ed · Dec 5

NEW POST: Robin Zeng: CATL’s Prodigious Gambler buff.ly/3VoGAre by @kevinsxu

interconnect_ed's tweet card. As Europe reels from Northvolt’s bankruptcy, as Goldman Sachs writes off its $900 million wager to a big fat zero in this embarrassing failure, CATL chugs along. Contemporary Amperex Technology Co....

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Interconnected.blog@interconnect_ed · Nov 18

NEW POST: What Does Hitting Scaling Law Limit Mean for US-China AI Competition buff.ly/4eDfvqO by @kevinsxu

interconnect_ed's tweet card. Less effective export control, less doomsday scenario

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Interconnected.blog@interconnect_ed · Nov 12

NEW POST: See the World Accurately buff.ly/3UOXPSh by @kevinsxu

interconnect_ed's tweet card. Updated thoughts on the US, China, and US-China

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Interconnected.blog@interconnect_ed · Nov 2

NEW POST: Q3 2024: Clock Starts Anew buff.ly/4hKb40v by @kevinsxu

interconnect_ed's tweet card. Plus reactions to big tech earnings and election day "playbook"

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Interconnected.blog@interconnect_ed · Oct 23

NEW POST: Time to Let Ant IPO! buff.ly/3Yz9u9R by @kevinsxu

interconnect_ed's tweet card. Or the IPO "wealth drain" will continue

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Interconnected.blog@interconnect_ed · Oct 14

NEW POST: ($) The US-China AI Gap Widens in 2026 buff.ly/4h6d8j2 by @kevinsxu

Interconnected.blog@interconnect_ed · Oct 9

NEW POST: TikTok and Semiconductors -- Contributions for the Asia Society buff.ly/3YevXci by @kevinsxu