Fear of AI Bubble Could Pop The Bubble
I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute.
Interconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
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Latest posts
Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks
Adopting a new license, with revenue comes regulability
H1 2026 Performance Update: Getting Worse Before Getting Better
Welcome to the first half 2026 performance update letter of Interconnected Capital.
The Great American Tech “Crackdown” Is Looking Like China’s
If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you likely would have guessed China or maybe Russia.
Banning Open Source AI Would Be A Mistake
This post was originally an op-ed co-authored with Nathan Lambert of the excellent Interconnects newsletter for a general, non-technical audience.
Why Do (Some) Chinese AI Labs Distill?
And why the Mythos/Fable drama doesn’t matter here
($) Berkshire Hathaway: AI Tourist or Energy Veteran?
This post is for our premium members only.
Watching the Super Bowl of US-China Nerds
The first quarter is in the books with a long game ahead.
ChinAI Mood: April 26 - May 4, 2026
AGI is the friends you make along the way
Q1 2026 Performance Update: Roughing It in the AI Age
Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there.