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($) Dot-Com “Dumb Money”
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Topics: AI •

($) Dot-Com “Dumb Money”

How I look for the AI bubble bursting

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

6 Oct 2025

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Topics: Sovereign AI•

Europe's Hidden Sovereign AI Gem: Nebius

As the notion of “sovereign AI” takes a stronger hold in the global AI infrastructure build out, I closely tracked the European Union’s rollout of its “Apply AI strategy” last week. After all, it was Europe’s AI4EU project that first coined the
  • Kevin Xu
    Kevin Xu
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Topics: ByteDance• US-China•

The TikTok Template

Not a one-off deal, but a sign of things to come.
  • Kevin Xu
    Kevin Xu
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