Interconnected
Kevin XuOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 147 | Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Europe's Hidden Sovereign AI Gem: Nebius
I added a new category “Sovereign AI” to our grouping of posts. I will be writing more on this topic (like today’s post!) – a perfect confluence of technology, geopolitics and business fundamentals – right up the Interconnected alley. Pleas...
($) Dot-Com “Dumb Money”
How I look for the AI bubble bursting
The TikTok Template
The world inches closer and closer to a US-China grand bargain of sorts, after the two countries concluded yet another round of negotiation, this time in Madrid. When the previous round of talks in Stockholm wrapped up, I shared my view tha...
($) Nebius: An Investor's Diary
A rollercoaster ride that's not for the faint of heart
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Authors
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Founder, Investor, Author at Interconnected, ex GitHub, PingCAP, Obama White House
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