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($) Stargate is America’s Sovereign AI
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Topics: AI • Cloud Industry •

($) Stargate is America’s Sovereign AI

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

22 Jan 2025

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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

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