Interconnected
Kevin XuOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 107 | Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
I’m about to board a plane soon, so this post will be a bit more stream of conscience and off the cuff. I want to articulate some perhaps half-baked, but educated thoughts on if we are hitting the scaling law limit on AI model development, ...
See the World Accurately
To be a competent investor, one of the most important attributes is to see the world accurately and rationally, and not get too carried away with one’s wishful thinking, however idealistic and aspirational that might be.
Q3 2024: Clock Starts Anew
Welcome to Interconnected Capital’s Q3 2024 investment performance letter, which I write on a quarterly basis. (You can find my most recent H1 letter here.)
Time to Let Ant IPO!
This week marks the 4th anniversary of Jack Ma’s infamous Bund Finance Summit in Shanghai that, among other things, led to the cancellation of Ant Group’s IPO. The IPO was geared up to be the largest ever – 34.5 billion USD. It was also sup...
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Authors
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Founder, Investor, Author at Interconnected, ex GitHub, PingCAP, Obama White House
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