LinkedIn icon Facebook icon Twitter icon
Interconnected
  • About
  • Quarterly and Annual Letters
  • Mr. Market
  • Open Source
  • Cloud War
  • Long-Form Profiles
  • Substack Edition
  • Archive
($) Two Charts That Matter in Mary Meeker’s AI Deck
Subscribe
Topics: Cloud War • AI •

($) Two Charts That Matter in Mary Meeker’s AI Deck

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

2 Jun 2025

This post is for paying subscribers only

Subscribe now

Already have an account? Sign in

More in Cloud War

  • ($) Oracle Cloud: the Largest "Chinese Cloud" in America?

    15 Jun 2025 – 6 min read

  • The Middle East Swings to American AI

    18 May 2025 – 5 min read

  • CoreWeave vs Nebius

    25 Mar 2025 – 12 min read

See all 7 posts →
Topics: US-China•

Contours of a US-China Tech Grand Bargain

The first (known) phone call between Trump and Xi since the inauguration finally happened this week. Soon after the call, the new round of negotiation will take place in London on Monday, June 9th. A new wrinkle is added to the negotiation dynamic – Commerce

  • Kevin Xu
    Kevin Xu
Kevin Xu 8 Jun 2025
Topics: Semiconductor• Xiaomi•

“Overachievement”: Xiaomi's Decade-Long Chip Development Journey

Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s homegrown chip-making backstory. While I rarely do translations, this article was sufficiently interesting and included some fascinating insights and anecdotes

  • Kevin Xu
    Kevin Xu
Kevin Xu 25 May 2025
Interconnected © 2025
Facebook Twitter
OSZAR »