Interconnected
Kevin XuOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 119 |
| Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
($) Alibaba Cloud: No Longer Ignored
How Should We Think About Asia’s Biggest Cloud Now
Nebius Part 2: Cash, Optionalities, Challenges
In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its smooth developer experience, its history, and the pros and cons of its Yandex and Russian roo...
Nebius Part 1: the Smooth (Developer) Operator
Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese self-driving company.
($) DeepSeek Diffusion
It’s about open vs closed, not (just) about the US vs China
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Authors
The writers behind this newsletter.
Founder, Investor, Author at Interconnected, ex GitHub, PingCAP, Obama White House
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