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
($) Nebius: An Investor's Diary
Subscribe
Topics: Mr. Market •

($) Nebius: An Investor's Diary

A rollercoaster ride that's not for the faint of heart

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

9 Sep 2025

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

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

    22 Dec 2024 – 7 min read

  • Time to Let Ant IPO!

    23 Oct 2024 – 15 min read

See all 5 posts →
Topics: Sovereign AI• Open Source•

The Real DeepSeek Moment Just Arrived

Last week, DeepSeek released a new version of its model to much fanfare. Except the fanfare did not come from the model’s performance improvement, hybrid nature (combining both reasoning and non-reasoning into a single model, like GPT-5), or strong agentic capabilities. It came
  • Kevin Xu
    Kevin Xu
Kevin Xu 25 Aug 2025
Interconnected © 2025
Facebook Twitter