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($) Second Order Effects of the Expanded US AI Chips Ban
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Topics: AI • Cloud Industry •

($) Second Order Effects of the Expanded US AI Chips Ban

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

20 Oct 2023

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Topics: Announcement•

📣Announcing Interconnected 2.0

Dear Subscribers and Readers: I have some personal and professional news to share with you. On the personal front, I recently got engaged to my lovely fiance. We went to China last month to visit family and friends – my first time returning since the

  • Kevin Xu
    Kevin Xu
Kevin Xu 22 Oct 2023
Topics: Quarterly and Annual Letters•

($) Q3 2023 Letter: Sideways Market Continues with More War

Welcome to our first-ever quarterly investment performance deep dive letter. To new and old readers alike, a friendly reminder of who we are: at Interconnected, we run a long-only equity portfolio that is laser-focused on investing in the “picks and shovels” of the interconnected

  • Kevin Xu
    Kevin Xu
Kevin Xu 18 Oct 2023
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