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($) AI Spending Against the Price of Time
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Topics: AI • Zoom • Snowflake •

($) AI Spending Against the Price of Time

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

5 Dec 2023

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Topics: Investing• Monthly Review•

🍁November Review: Micro Plus Macro and the Roblox Story

When we introduced Interconnected 2.0 in October, one of the new elements was a monthly post sharing our observations on the market and any interesting investment research work we undertook in the previous month. Today’s post is the first installment of this

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Topics: Nvidia• AI• China•

Nvidia’s China Business is Important to US Geopolitical Positioning

But not in the way most people think. Sun Tzu, who wrote “The Art of War” roughly 2500 years ago, distilled many military strategies that are studied by both military and business leaders everywhere. One of the more well-known psychological warfare tactics he espoused

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    Kevin Xu
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