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2025: My Top 5 Favorite Interconnected Posts
As we close out 2025, I want to share with you my top 5 favorite Interconnected posts from the past year.
 • Kevin Xu
AI in the United Arab Emirates
Swing Vote of the US-China AI Co-opetition
 • Kevin Xu
Cloud War: the National Security Strategy Edition
From More Voting to More Selling
 • Kevin Xu
($) Forward Deployed Engineer: the Job that Makes AI Real
Scalable Enablers or Growth Bottleneck?
 • Kevin Xu and David Huang
From Race to Co-opetition
How I plan to write about US-China AI going forward
 • Kevin Xu
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Was Zuck Right about Chinese AI Models?
 • Kevin Xu
Globalization is Dead and No One is Listening
 • Kevin Xu
Wang Chuanfu: A Name Everyone in the West Should Know
 • Kevin Xu
($) Lip-Bu Tan: the Tiger Dad Intel Needs
 • Kevin Xu
The Real DeepSeek Moment Just Arrived
 • Kevin Xu
China's Structural Advantage in Open Source AI
 • Kevin Xu
($) Kimi Kimi on the Wall
Who is the fairest (open weight) model of all?
 • Kevin Xu
Sovereign AI with South Korean Characteristics
From beer (and fried chicken) summit to launching AI moonshots
 • Kevin Xu
($) Q3 2025 Update: Good Risks, Bad Risks
Welcome to the Q3 2025 update of Interconnected Capital.
 • Kevin Xu
Europe's Hidden Sovereign AI Gem: Nebius
I added a new category “Sovereign AI” to our grouping of posts.
 • Kevin Xu
($) Dot-Com “Dumb Money”
How I look for the AI bubble bursting
 • Kevin Xu
The TikTok Template
Not a one-off deal, but a sign of things to come.
 • Kevin Xu
($) Nebius: An Investor's Diary
A rollercoaster ride that's not for the faint of heart
 • Kevin Xu
Interconnected
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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Geopolitechs
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Maverick Equity Research
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