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($) DeepSeek Diffusion
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Topics: Open Source • AI •

($) DeepSeek Diffusion

It’s about open vs closed, not (just) about the US vs China

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

7 Feb 2025

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Topics: AI• Developer•

Nebius Part 1: the Smooth (Developer) Operator

Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese self-driving company. I put “discovered” in quotes because for those of us paying attention, this “mystery” has been
  • Kevin Xu
    Kevin Xu
Kevin Xu 17 Feb 2025
Topics: Quarterly and Annual Letters•

2024 Annual Letter: Generational Company, Generational Wealth

Welcome to the 2024 annual letter of Interconnected Capital.  To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in the “picks and shovels” of the interconnected global digital AI economy. I draw on my
  • Kevin Xu
    Kevin Xu
Kevin Xu 2 Feb 2025
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