Interconnected
Kevin Xu, David HuangOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 160 | Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
($) Nebius Earnings: A GPU Cloud Masterclass
Today’s post is for our premium members only.
2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing
Welcome to Interconnected Capital’s 2025 annual letter.
“DeepSeek Moment” Anniversary in a Nashville Snowpocalypse
I had grand plans this week to do some deep writing – compose my 2025 annual letter, reflect on one year since the “DeepSeek Moment”, and riff on other topical issues in the fast changing AI world. From Claude Code and Clawbot, to the back ...
No Business Model: DeepSeek's Enduring Advantage
I did an episode with the wonderful on her podcast Differentiated Understanding. We chopped it up on topics like Sovereign AI, open source, and my recent trip to the UAE. Hope you enjoy it! Now onto today’s post.
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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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