Interconnected
Kevin Xu, David HuangOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 167 | Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1 2026 Performance Update: Roughing It in the AI Age
Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there. I very much look forward to the visit to keep learning, update my priors, connect with old f...
($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?
Today’s post is for our premium members only.
Tracking the Bipartisan Punching Bag: AI Data Centers
A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions. It is one of those risks, like any risk, that you don’t want to be right on, but as a respo...
($) "Death" of Qwen and the “Hundred Claws War”
ICYMI: I went on the Kyle Chan’s High Capacity podcast and Jordan Schneider’s ChinaTalk to talk about my recently published long piece on the history of Chinese open source. If you haven’t read the piece, or prefer an audio digest of it, pl...
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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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