Interconnected
Kevin Xu, Graham Webster, Nathan LambertOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 176 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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interconnect.substack.comLatest Issues
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...
The Great American Tech “Crackdown” Is Looking Like China’s
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If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you likely would have guessed China or maybe Russia.
Except today th...
Banning Open Source AI Would Be A Mistake
This post was originally an op-ed co-authored with of the excellent Interconnects newsletter for a general, non-technical audience. The gatekeepers of many media outlets we pitched to passed on publishing it. Luckily, we have our own platf...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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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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