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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.
Dec 29, 2025
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Kevin Xu
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15
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4
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2
AI in the United Arab Emirates
Swing Vote of the US-China AI Co-opetition
Dec 18, 2025
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Kevin Xu
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54
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18
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9
Cloud War: the National Security Strategy Edition
From More Voting to More Selling
Dec 7, 2025
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Kevin Xu
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22
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2
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2
($) Forward Deployed Engineer: the Job that Makes AI Real
Scalable Enablers or Growth Bottleneck?
Dec 3, 2025
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Kevin Xu
and
David Huang
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12
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1
From Race to Co-opetition
How I plan to write about US-China AI going forward
Nov 25, 2025
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Kevin Xu
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30
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4
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6
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Was Zuck Right about Chinese AI Models?
Jan 13, 2025
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Kevin Xu
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326
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40
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50
Globalization is Dead and No One is Listening
Dec 12, 2022
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Kevin Xu
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145
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18
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14
Wang Chuanfu: A Name Everyone in the West Should Know
Feb 8, 2024
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Kevin Xu
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200
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21
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36
($) Lip-Bu Tan: the Tiger Dad Intel Needs
Jul 12, 2025
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Kevin Xu
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43
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2
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14
The Real DeepSeek Moment Just Arrived
Aug 25, 2025
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Kevin Xu
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111
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6
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21
China's Structural Advantage in Open Source AI
Jun 25, 2025
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Kevin Xu
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103
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28
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($) Kimi Kimi on the Wall
Who is the fairest (open weight) model of all?
Nov 13, 2025
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Kevin Xu
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9
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3
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2
Sovereign AI with South Korean Characteristics
From beer (and fried chicken) summit to launching AI moonshots
Nov 5, 2025
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Kevin Xu
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24
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5
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3
($) Q3 2025 Update: Good Risks, Bad Risks
Welcome to the Q3 2025 update of Interconnected Capital.
Oct 26, 2025
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Kevin Xu
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10
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1
Europe's Hidden Sovereign AI Gem: Nebius
I added a new category “Sovereign AI” to our grouping of posts.
Oct 15, 2025
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Kevin Xu
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31
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11
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5
($) Dot-Com “Dumb Money”
How I look for the AI bubble bursting
Oct 6, 2025
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Kevin Xu
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17
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7
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4
The TikTok Template
Not a one-off deal, but a sign of things to come.
Sep 17, 2025
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Kevin Xu
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44
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6
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($) Nebius: An Investor's Diary
A rollercoaster ride that's not for the faint of heart
Sep 9, 2025
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Kevin Xu
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8
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2
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Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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