Interconnected
Kevin Xu, David HuangOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 168 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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interconnect.substack.comLatest Issues
ChinAI Mood: April 26 - May 4, 2026
“Updating priors” has become one of those tropey phrases that more and more people say, like “thinking from first principles”. Poker bros started it. Finance bros popularized it. Now tech bros, who are all by default LLM bros, are spreading...
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...
($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?
Today’s post is for our premium members only.
Today’s post is for our premium members only. If you are reading this in full, thank you for being an Interconnected Premium member! If you aren’t, I hope you become one by scrolling down and t...
Tracking the Bipartisan Punching Bag: AI Data Centers
A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions. It is one of those risks, like any risk, that you don’t want to be right on, but as a respo...
($) "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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Founder of Interconnected Capital, Writer of Interconnected newsletter, ex GitHub, Obama White House
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