Kevin Xu - Profile and Journalist Details
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Kevin Xu
Verified
Founder and Writer, Interconnected
Wootton Wawen Railway Station
Beats
Finance , Crypto , Blockchain
Gossipping and yellow journalism, such as lives of kings and princes, etc.
Content
By Kevin Xu| Interconnected@ This post is for paying subscribers onlyAlready have an account? Sign in
By Kevin Xu| Interconnected@ This post is a collaboration with Howe Wang, who writes the ProcureFYI substack which is one of the best sources of alt data when it comes to US government procurement contracts and data center construction. I highly recommend his work!Nvidia GTC wrapped up last week. CoreWeave’s IPO will price and start trading later this week. The generative AI industry is quickly moving from a “hopes and dreams” phase to a “rubber meets the road” phase.
By Kevin Xu| Interconnected@ Ever since OpenAI released its o1 model last September (only 7 months ago!), the AI world has been progressing at a feverish pace into the reasoning model paradigm. The pace has been fast and furious, and so has the volume of the noise obscuring the signals, as jargon flies everywhere. I have struggled with it myself (and won’t blame my newborn on this one), and see others struggle with it, too. The one thing I took away from having gone to law school years ago is reasoning by analogy.
Company Info
Interconnected
Internet's only bilingual newsletter on the intersections of tech, business, money, geopolitics, and US-Asia relations. New post every week by Kevin Xu (@kevinsxu)
Founded: 2020