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Interconnected

The Great American Tech “Crackdown” Is Looking Like China’s Banning Open Source AI Would Be A Mistake Why Do (Some) Chinese AI Labs Distill? ($) Berkshire Hathaway: AI Tourist or Energy Veteran? Watching the Super Bowl of US-China Nerds ChinAI Mood: April 26 - May 4, 2026 - by Kevin Xu Q1 2026 Performance Update: Roughing It in the AI Age ($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia? Tracking the Bipartisan Punching Bag: AI Data Centers ($) "Death" of Qwen and the “Hundred Claws War” Chinese Open Source: A Definitive History ($) Alibaba's AI Drama Does AI Have a Zero-Sum Problem? ($) Nebius Earnings: A GPU Cloud Masterclass “DeepSeek Moment” Anniversary in a Nashville Snowpocalypse No Business Model: DeepSeek's Enduring Advantage ($) The AI Competition as a Football Game 2025: My Top 5 Favorite Interconnected Posts AI in the United Arab Emirates
2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing
Kevin Xu · 2026-02-10 · via Interconnected
Welcome to Interconnected Capital’s 2025 annual letter.