LinkedIn icon Facebook icon Twitter icon
Interconnected
  • About
  • Quarterly and Annual Letters
  • Sovereign AI
  • Substack Edition
  • Mr. Market
  • Open Source
  • Cloud War
  • Long-Form Profiles
  • Archive
($) AI Spending Against the Price of Time
Subscribe
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

This post is for paying subscribers only

Subscribe now

Already have an account? Sign in

More in AI

  • Banning Open Source AI Would Be A Mistake

    19 Jun 2026 – 4 min read

  • Why Do (Some) Chinese AI Labs Distill?

    16 Jun 2026 – 5 min read

  • ($) Berkshire Hathaway: AI Tourist or Energy Veteran?

    5 Jun 2026 – 5 min read

See all 66 posts →
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

  • Kevin Xu
    Kevin Xu
Kevin Xu 10 Dec 2023
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

  • Kevin Xu
    Kevin Xu
Kevin Xu 1 Dec 2023
Interconnected © 2026
Facebook Twitter