Kevin Xu
@kevinsxu
Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; no one's quant
2023: 170.13% 2024: 66.71% 2023-2024 average annual return: 112.21% 28 more years to go to reach my inner scorecard of 30+% return per year for 30 years More in my annual letter 👇
NEW POST: 2024 Annual Letter: Generational Company, Generational Wealth buff.ly/40Y0gW5 by @kevinsxu
"Going forward, our investment in Intel 14A will be based on confirmed customer commitments. There are no more blank checks. Every investment must make economic sense. We will build what our customers need, when they need it, and earn their trust through consistent execution." --…
The more that the US and China compete, the more alike the two countries become
2/ Aggressive push to sell the American AI tech abroad with "full-stack AI export packages" Actually reminds me of Huawei's "AI in a box" strategy! American AI in a box with the full-throated pre-sales support from Commerce, State and the White House would make quite the…
Intel is at worst a cigar butt We don't get too many cigar butts these days
Meta poached three more AI talent -- Tianhe Yu, Cosmo Du, Weiyue Wang -- this time from Google Zuck has definitely slipped into the right WeChat group chat 😂
Btw. We have #nvidia #b200 in self service @nebiusai Swipe the credit and run The only true self service in “so called” neo clouds world.
Kimi K2 tech report just dropped! Quick hits: - MuonClip optimizer: stable + token-efficient pretraining at trillion-parameter scale - 20K+ tools, real & simulated: unlocking scalable agentic data - Joint RL with verifiable + self-critique rubric rewards: alignment that adapts -…
Bessent to meet with He Lifeng in Stockholm next Monday and Tuesday for round 3 A US-China grand bargain is inching forward I now give P(grand bargain) a 35% chance (up from 10% last December, before Trump 2.0 officially began)
Bessent says Aug. 12 China tariff deadline likely to be extended, talks planned in Stockholm cnbc.com/2025/07/22/bes…
If America is the "hottest" country in the world rn Then Tennessee has got to be the hottest state in the country 😉🍔 bloomberg.com/news/articles/…
Q2 performance update letter of Interconnected Capital is published! Theme: equanimity investing tl;dr: Q2: 33.71%; H1: 36.51% No investment advice. Just the thoughts and views of one person, who enjoys duking it out with Mr. Market every single day. (link in bio)
Retail money market sits at 2 TRILLION Bubble or not, lots of money on the sideline, looking to be deployed Right or not, I don't make the rules, just trying to play the game on the field
