# Interconnected

On the intersections of tech, investing, geopolitics, and US-Asia relations

Page: <https://rssamplifier.com/interconnect-substack-com>  
Feed: <https://rssamplifier.com/interconnect-substack-com.md>

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## [Fear of AI Bubble Could Pop The Bubble](https://interconnect.substack.com/p/fear-of-ai-bubble-could-pop-the-bubble)

_2026-08-05 · Kevin Xu_

I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute.

## [Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks](https://interconnect.substack.com/p/kimis-tightrope-openness-and-revenue)

_2026-07-27 · Kevin Xu_

Adopting a new license, with revenue comes regulability

## [H1 2026 Performance Update: Getting Worse Before Getting Better](https://interconnect.substack.com/p/h1-2026-performance-update-getting)

_2026-07-24 · Kevin Xu_

Welcome to the first half 2026 performance update letter of Interconnected Capital.

## [The Great American Tech “Crackdown” Is Looking Like China’s](https://interconnect.substack.com/p/the-great-american-tech-crackdown)

_2026-06-26 · Kevin Xu_

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](https://interconnect.substack.com/p/banning-open-source-ai-would-be-a)

_2026-06-19 · Kevin Xu_

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?](https://interconnect.substack.com/p/why-do-some-chinese-ai-labs-distill)

_2026-06-16 · Kevin Xu_

And why the Mythos/Fable drama doesn’t matter here

## [($) Berkshire Hathaway: AI Tourist or Energy Veteran?](https://interconnect.substack.com/p/berkshire-hathaway-ai-tourist-or)

_2026-06-05 · Kevin Xu_

This post is for our premium members only.

## [Watching the Super Bowl of US-China Nerds](https://interconnect.substack.com/p/watching-the-super-bowl-of-us-china)

_2026-05-15 · Kevin Xu_

The first quarter is in the books with a long game ahead.

## [ChinAI Mood: April 26 - May 4, 2026](https://interconnect.substack.com/p/chinai-mood-april-26-may-4-2026)

_2026-05-12 · Kevin Xu_

AGI is the friends you make along the way

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## [Q1 2026 Performance Update: Roughing It in the AI Age](https://interconnect.substack.com/p/q1-2026-performance-update-roughing)

_2026-04-17 · Kevin Xu_

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.