LinkedIn icon Facebook icon Twitter icon
Interconnected
  • About
  • Quarterly and Annual Letters
  • Mr. Market
  • Open Source
  • Cloud War
  • Long-Form Profiles
  • Substack Edition
  • Archive
($) 2025: Year of (Software) Picks and Shovels
Subscribe
Topics: Mr. Market • AI • API Economy •

($) 2025: Year of (Software) Picks and Shovels

API platforms, databases, the neoclouds

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

22 Dec 2024

This post is for paying subscribers only

Subscribe now

Already have an account? Sign in

More in Mr. Market

  • ($) Manus vs Gemini vs GPT: the Junior Stock Analyst

    11 Mar 2025 – 7 min read

  • Time to Let Ant IPO!

    23 Oct 2024 – 15 min read

  • Is China Investable Now?

    2 Oct 2024 – 7 min read

See all 4 posts →
Topics: AI• Open Source•

($) DeepSeek's Three Idiosyncratic Advantages
  • Kevin Xu
    Kevin Xu
Kevin Xu 3 Jan 2025
Topics: Cloud War• Nvidia• Antitrust•

($) Why is China Investigating Nvidia: Blackwell

And another chip on the table for a grand bargain
  • Kevin Xu
    Kevin Xu
Kevin Xu 17 Dec 2024
Interconnected © 2025
Facebook Twitter