The Curious Engineer

All blogs / Tech news / industry

Interconnected

interconnected.blog

Bilingual analysis (English & Chinese) of businesses and trends from the lens of builders, operators, investors, regulators, and how they are connected.

Tech news / industryAI / MLSociety / politics / economy

’20’21’22’23’24’25’26
Posts
347 from 22 Mar 2020 to 30 Oct 2026
Posting
weekly (33 in the last year)
Kind
personal blog
Feed
https://interconnected.blog/rss/

2026 26

  1. ($) Q3 2026 Performance Update: Suitably Paranoid
  2. From Trees to Granite
  3. There and Back Again: Tracking Global AI Talent Flow
  4. Don’t Sleep on the BRICS AI Open Source Community
  5. While I Was Gone…
  6. Fear of AI Bubble Could Pop The Bubble
  7. Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks
  8. H1 2026 Performance Update: Getting Worse Before Getting Better
  9. The Great American Tech “Crackdown” Is Looking Like China’s
  10. Banning Open Source AI Would Be A Mistake
  11. Why Do (Some) Chinese AI Labs Distill?
  12. ($) Berkshire Hathaway: AI Tourist or Energy Veteran?
  13. Watching the Super Bowl of US-China Nerds
  14. ChinAI Mood: April 26 - May 4, 2026
  15. Q1 2026 Performance Update: Roughing It in the AI Age
  16. ($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?
  17. Tracking the Bipartisan Punching Bag: AI Data Centers
  18. ($) "Death" of Qwen and the “Hundred Claws War”
  19. Chinese Open Source: A Definitive History
  20. ($) Alibaba's AI Drama
  21. Does AI Have a Zero-Sum Problem?
  22. ($) Nebius Earnings: A GPU Cloud Masterclass
  23. 2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing
  24. “DeepSeek Moment” Anniversary in a Nashville Snowpocalypse
  25. No Business Model: DeepSeek's Enduring Advantage
  26. ($) The AI Competition as a Football Game

2025 44

  1. 2025: My Top 5 Favorite Interconnected Posts
  2. AI in the United Arab Emirates
  3. Cloud War: the National Security Strategy Edition
  4. ($) Forward Deployed Engineer: the Job that Makes AI Real
  5. From Race to Co-opetition
  6. ($) Kimi Kimi on the Wall
  7. Sovereign AI with South Korean Characteristics
  8. ($) Q3 2025 Update: Good Risks, Bad Risks
  9. Europe's Hidden Sovereign AI Gem: Nebius
  10. ($) Dot-Com “Dumb Money”
  11. The TikTok Template
  12. ($) Nebius: An Investor's Diary
  13. The Real DeepSeek Moment Just Arrived
  14. ($) P(Grand Bargain) = 55%
  15. From DeepSeek-R1 to gpt-oss
  16. ($) H20 and the Broken Export Control Debate
  17. Five Interesting Things about the White House AI Action Plan
  18. Q2 2025 Update: Equanimity Investing
  19. ($) Lip-Bu Tan: the Tiger Dad Intel Needs
  20. A New Father's Reflections on the American Dream
  21. China's Structural Advantage in Open Source AI
  22. ($) Oracle Cloud: the Largest "Chinese Cloud" in America?
  23. Contours of a US-China Tech Grand Bargain
  24. ($) Two Charts That Matter in Mary Meeker’s AI Deck
  25. “Overachievement”: Xiaomi's Decade-Long Chip Development Journey
  26. ($) Is 2025 the Year of the AI RIF?
  27. The Middle East Swings to American AI
  28. ($) Q1 2025: Trust the Process, Trust the Temperament
  29. Benchmark Invests in Manus: VC Math vs Geopolitics Math
  30. ($) Huawei's Global AI Ambition: The Core Depends on The Soul
  31. NVIDIA: Made in America (by Taiwan)
  32. ($) This Time is NOT like Covid
  33. CoreWeave vs Nebius
  34. An Ordinary Analogy to Understand Pre-Training, Test-Time Compute, Inference
  35. ($) Manus vs Gemini vs GPT: the Junior Stock Analyst
  36. Has American Soft Power Peaked?
  37. ($) Alibaba Cloud: No Longer Ignored
  38. Nebius Part 2: Cash, Optionalities, Challenges
  39. Nebius Part 1: the Smooth (Developer) Operator
  40. ($) DeepSeek Diffusion
  41. 2024 Annual Letter: Generational Company, Generational Wealth
  42. ($) Stargate is America’s Sovereign AI
  43. Was Zuck Right about Chinese AI Models?
  44. ($) DeepSeek's Three Idiosyncratic Advantages

2024 44

  1. ($) 2025: Year of (Software) Picks and Shovels
  2. ($) Why is China Investigating Nvidia: Blackwell
  3. Self Re-Introduction – 2024 Edition
  4. Robin Zeng: CATL’s Prodigious Gambler
  5. What Does Hitting Scaling Law Limit Mean for US-China AI Competition
  6. See the World Accurately
  7. Q3 2024: Clock Starts Anew
  8. Time to Let Ant IPO!
  9. ($) The US-China AI Gap Widens in 2026
  10. TikTok and Semiconductors -- Contributions for the Asia Society
  11. Is China Investable Now?
  12. GitLab, GitHub, the AI Model Divide
  13. ($) Apple vs Huawei: Boomer vs Startup
  14. NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
  15. Nashville and the 45 Second Commute
  16. ($) Alibaba (Finally) Gets Its Retail Fanbase
  17. 3x3 AI Video Matchup: US vs China
  18. When Volatility is High, Berkshire Calms Me Down
  19. H1 2024 Performance Letter: Arrogant Humility
  20. ($) Llama 3.1 and Its Geopolitical Implications
  21. WSJ, Odd Lots Podcast, Third Plenum on GenAI
  22. Swing Vote of Global AI Competition: the Middle East
  23. ($) OpenAI Bans China
  24. When Two “Presidents” Debate
  25. ($) Software is Why Nvidia Will Not Become Cisco
  26. Software Is Not Dead
  27. ($) China Cloud Price War
  28. Huawei Cloud and “AI in the Box”
  29. ($) Greg Abel Will Power AI
  30. Q1 2024: Inner Scorecard
  31. ($) TSMC: Where and How Will It Raise Prices
  32. Is Tesla China’s “Catfish”?
  33. ($) Do We Need Sovereign AI?
  34. When the Houthis Found “the Cloud"
  35. ($) Tracking Global AI Talent Flow
  36. Japan's Semiconductor Red Carpet
  37. ($) China’s Provincial GDPs: Pessimism or Sandbagging
  38. Wang Chuanfu: A Name Everyone in the West Should Know
  39. ($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
  40. U.S. Export Control is Hurting Nvidia and Helping Huawei
  41. ($) AI May Have A Gross Margin and Bullshit Revenue Problem
  42. TSMC Hedges Against a CHIPS Act Fail
  43. ($) Less is More: 2023 Annual Letter
  44. 🤷Does China Want Generative AI?

2023 45

  1. 😍 My 6 Favorite Posts of 2023
  2. ($) Top 5 US-China Tech Stories of 2023
  3. 🍁November Review: Micro Plus Macro and the Roblox Story
  4. ($) AI Spending Against the Price of Time
  5. Nvidia’s China Business is Important to US Geopolitical Positioning
  6. ($) re:Inventing AWS: Keynote Digs and Narratives
  7. Alibaba's Reorg Hot Mess
  8. ($) The Age of Not Obvious: China in September 2023
  9. China May Stay Permanently Behind the US in Generative AI
  10. ($) AI Executive Order: Likes and Dislikes
  11. How to Understand Google's Gemini Delay
  12. 📣Announcing Interconnected 2.0
  13. ($) Second Order Effects of the Expanded US AI Chips Ban
  14. ($) Q3 2023 Letter: Sideways Market Continues with More War
  15. 🏛️Washington is Using China to Destroy Open Source
  16. 💸Q3 2023 Performance Update
  17. 🔋Is Ford’s Pause on CATL Plant Really About China?
  18. 🏦AI Is Turning Clouds Into Banks
  19. 🇺🇲Are Labor Unions Raining on America's Parade?
  20. 5️⃣ China's Future Through the Wubi Lens
  21. 🔊Capital Allocators China - Generative AI Panel
  22. 🟡 Generative AI Heading For (Short Term) Disappointment
  23. ☁️Llama 2 is China Cloud's Best Friend
  24. 🤑H1/Q2 2023 Performance Update (and A Poll)
  25. 🤖EU, China, US: Three Different Attitudes Toward AI Regulation
  26. Good Chinese Language Tech Podcasts
  27. 🏴‍☠️Traitors or Treasures: the Semiconductor Talent Conundrum
  28. US vs China: A Cloud Proxy War
  29. Meta Wants to Make AI “Moatless"
  30. China's Underestimated AI Convening Power
  31. Re-Introduction
  32. Jensen Huang NTU Commencement Speech 2023
  33. Is the Next Alibaba...AliCloud?
  34. AI Will Create More Developers, Not Less
  35. Q1 2023: Performance Update
  36. RESTRICT First, Ban Later
  37. Alibaba Reorg
  38. RESTRICT China
  39. Is JD Cloud the New “National Champion”?
  40. Is Meta Becoming a Trustworthy AI Company?
  41. Ford Hearts CATL: America's Awkward Battery Deficiency
  42. Are Americans Worried About Chinese Apps?
  43. Will ChatGPT Make Baidu Relevant Again?
  44. Reflections on the Delisting Saga
  45. Interconnected Annual Letter 2022

2022 3

  1. Prosus: Softbank Without the Drama
  2. e-CNY: The Product
  3. Charlie Munger’s New Favorite: Alibaba

2021 3

  1. Why LinkedIn (Mostly) Left China?
  2. Zhang Yiming’s Last Speech
  3. Low Code No Code, Part I: Use Cases and Landscape

2020 1

  1. Why Is Facebook Not in the Cloud Business?

Undated 181

  1. How is chinas cloud industry doing
  2. Earnings guidance stale was it ever useful
  3. How much does deglobalization cost
  4. Romance of three kingdoms semiconductor x86 arm riscv intel
  5. Morris changs last speech
  6. Globalization is dead and no one is listening
  7. Chatgpt and the future of domain expertise
  8. Are the next 50 million developers already here
  9. Covid zero and its ironies
  10. Elons twitter and open source algorithm
  11. Kakao data center fire the data residency dilemma
  12. Calb vs catl can two battery pigs both fly
  13. Is hong kongs ipo window opening up
  14. Alibaba is it a mature company
  15. Us vs china how can america win
  16. How to invest in chinas cloud
  17. Jack ma bund finance summit speech
  18. Understanding masa sons rationality
  19. So which algorithms do the chinese regulators have
  20. Tiktoks american credibility problem
  21. Why chinas road to self driving goes through inner mongolia
  22. Not intel but south korea is where chips money should go
  23. Where data centers and abortion rights intersect
  24. Didis 1 2 billion penalty and the global 5 upper bound
  25. What is exceptional about american exceptionalism
  26. Solutions to tiktoks american credibility problem
  27. Ant ipo and chinas startup debt problem
  28. American tech leaves china but what will stay
  29. Us and southeast asia a dysfunctional romance
  30. How does tiktok do global expansion
  31. When morris chang speaks america should listen
  32. Polygon web3s mongodb and more
  33. Why open sourcing twitter is good for humanity and business
  34. Discussion transcript global developer growth
  35. Elons place in us china relations
  36. Tech in mexico a confluence of latin america the us and asia
  37. Engineering talent distribution mexico and latam
  38. Distributed engineering management best practices justin cormack cto docker
  39. Morris chang global semiconductor competition make making stuff cool
  40. The new interconnected zhang yimings resignation
  41. Surfing the wave of developer relations part i
  42. Can the us out china china
  43. Low code no code part ii how to ride this wave
  44. Surfing the wave of developer relations part 2
  45. So what is the american dream
  46. Is bytedance cloud a good idea
  47. Spac ipo southeast asia story
  48. Is huawei a top tier vc
  49. Revisiting agora api
  50. What does databricks do
  51. Data 5g and office romance tomorrows news ming ri yao wen august 2021
  52. Hashicorp past present future
  53. Ideology demographics decoupling tomorrows news ming ri yao wen september 2021
  54. E cny players dcep e rmb
  55. E cny technology dcep e rmb
  56. E cny strategic value implications dcep e rmb
  57. Removing china startup debt
  58. Top 3 takeaways 2021 state of the octoverse
  59. Let the great delisting begin
  60. Open source in china next four years
  61. 2021 interconnected wrap up readership stats and breakdown
  62. 2022 outlook rise of the rest
  63. A wework future perpetual hybrid work
  64. Low code no code part iii hands on experience with notion retool bubble yida
  65. Beijing winter olympics what am i watching
  66. Fog of war russia ukraine us china
  67. Central bank digital currency should you want it too
  68. Dissecting the great delisting
  69. Take didi private
  70. Facebook vs tiktok will every tech company become a political campaign
  71. Open source in china the game
  72. Open source in china the players
  73. What does agora api do
  74. Chinas semiconductor theranos hsmc
  75. Riscv china nightingales
  76. March 7 2021 no american likes china more semiconductor thoughts
  77. Transcript what does agora api do
  78. Building a global company from day 0 with clint smith
  79. Early stage sales with matt ekstrom
  80. March 28 2021 global startups xiaomi huawei next phase of chinas evs market no code
  81. March 21 2021 lived experience quotient
  82. March 14 2021 state of the cloud more semiconductor investment open source in china
  83. Semiconductor design consolidation mips risc v
  84. Announcing interconnected japanese alpha
  85. Usg embraces open source 5g
  86. February 21 2021 didi in mexico part ii bytedances censorship machine
  87. Articles that will matter july 2021 ast education huawei sanctions military
  88. February 14 2021 didi in mexico vs rappi and uber eats
  89. No new deep dive due to sickness aws archive
  90. January 31 2021 r wallstreetbets open source 5g agora acquisition
  91. January 24 2021 alipay wechat pay breaking up aws forks elasticsearch
  92. July 19 2020 tiktok data huawei in uk google in india smic ipo softbank arm luckin coffee
  93. July 26 2020 mars ant group new york times covid 19 open source arm
  94. August 9 2020 election interference clean network tiktok and london zoom shandong huawei chips
  95. August 23 2020 crypto tiktok jedi zoom pinduoduo gitee
  96. September 20 2020 unreliable entity list risc v tsmc tesla in china
  97. September 27 2020 facebook openai microsoft germany apple huawei
  98. October 11 2020 remote work amd xilinx developer experience bilibili tuber browser chinas snowflake
  99. October 18 2020 censorship apple in india huawei selling honor lithography chinese ipo
  100. December 20 2020 rituals
  101. January 10 2021 mexico city more chinese tech ban intel woes
  102. January 17 2021 surfing pig xiaomi podcast subscription pinduoduo
  103. April 11 2021 openran google vs oracle mexican unicorn alibaba antitrust fine
  104. May 16 2021 alicloud jedi harmonyos hillhouse capital tencent cloud
  105. Announcing interconnected voices
  106. Developing commercial product from open source technology
  107. Data center coverage aws alibaba azure gcp
  108. Two week break no new post
  109. Global by nature developers
  110. Era of regulatory grift tiktok oracle nxp qualcomm arm nvidia
  111. Some bearish thoughts on risc v
  112. Can you nationalize open source
  113. Alibaba and antitrust with chinese characteristics
  114. Jack ma p2p lending responsibility legacy
  115. Top 10 posts of 2020 five themes for 2021
  116. Where will the next 50 million developers come from
  117. Google alibaba global antitrust standard
  118. Global by nature part public companies to watch
  119. Enhanced the future of american industry depends on open source tech
  120. Lame duck delisting
  121. Stress test public cloud alibaba aws azure gcp
  122. Is the cloud recession proof
  123. Open source open stats open development
  124. Why write a bilingual english chinese tech blog
  125. Global by nature open source
  126. September 6 2020 chinas semiconductor woes and investments indias new apps ban
  127. August 30 2020 open source zhang yiming tsmc loongson xpeng mediatek
  128. October 25 2020 be good at destroying your best ideas
  129. November 1 2020 trump supporter and his grandmother
  130. November 8 2020 due process and procedural justice
  131. November 15 2020 16 days
  132. November 22 2020 birthday or birthplace
  133. November 29 2020 p good for the world
  134. Global by nature apis
  135. Covid open source industrial policy
  136. Building a bilingual newsletter 2020 edition
  137. Wall street blunts the delisting hype
  138. Chinas cloud ceiling
  139. Iphone made in china india
  140. Algorithm is the problem not mark zuckerberg
  141. Covid 19 stress tests cloud azure aws
  142. When jurassic park goes to china
  143. Interconnected weekly june 7 2020
  144. June 14 2020 interconnected weekly
  145. June 21 2020 interconnected weekly
  146. June 28 2020 interconnected weekly
  147. July 5 2020 interconnected weekly lasso antitrust linux india new infrastructure ipo
  148. July 12 2020 interconnected weekly tiktok canada elon musk open source blued
  149. August 2 2020 antitrust in china open source 5g electric vehicles ipo bytedance huawei
  150. August 16 2020 tsmc cfius iqiyi fraud bytedance ambitions apple beke
  151. 300 years huawei open source strategy
  152. What is tiktok worth to whom and why
  153. Where can the chinese internet go
  154. Gpt 3 abstraction of time money
  155. A framework to dis trust and verify tiktok
  156. Unicorns entanglement india china america
  157. Tesla china the tech cold war
  158. Southeast asia pacific light cable network
  159. China scale technology sandbox
  160. Can bytedance build trust
  161. Zoom vs slack wall street misguided comparison
  162. Why huawei should ipo in america
  163. How do we tax cloud computing
  164. Chips geopolitics elections tsmc
  165. Aws vs azure return of the jedi
  166. Open source in china the trends
  167. Why zoom chose oracle
  168. Aws gcp real winners in snapchat growth
  169. Alibaba ibm fighting for third place in cloud
  170. Chinese consumers hold key to global recovery covid19
  171. Zoom china fud performance tradeoff open source
  172. Should dropbox enter cloud business part 2
  173. Should dropbox enter cloud business part 1
  174. Regulate ridesharing like buses and restaurants
  175. When ridesharing replaces public transportation
  176. End of the traveling salesman
  177. Stress test other cloud ibm oracle tencent
  178. Leaving china supply chain a pipe dream
  179. Alibaba cloud the ignored cloud
  180. Deep dive coronavirus remote work remote consumption
  181. Coronavirus remote work remote consumption