Interconnected
Kevin Xu, Graham Webster, Nathan LambertOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 178 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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interconnect.substack.comLatest Issues
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 sudde...
While I Was Gone…
I just returned from a trip with my young family to Shenyang, my place of birth, so my almost two-year-old son can meet and hangout with his almost 95-year-old great grandmother. It was a filial piety trip. I will publish a dedicated post i...
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 dash...
Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks
This is a co-authored joint quick reaction with to Kimi K3’s new license. Graham is a research scholar at Stanford and runs the excellent DigiChina Project. Enjoy!
The Chinese company Moonshot AI released the weights for its much-d...
H1 2026 Performance Update: Getting Worse Before Getting Better
Welcome to the first half 2026 performance update letter of Interconnected Capital.
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...
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Authors
The writers behind this newsletter.
Founder of Interconnected Capital, Writer of Interconnected newsletter, ex GitHub, Obama White House
ML researcher making sense of AI research, products, and the uncertain technological future. PhD from Berkeley AI. Experience at Meta, DeepMind, HuggingFace.
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