Interconnected
@interconnect.skystack.xyz
On the intersections of tech, investing, geopolitics, and US-Asia relations
This is an automated Substack Account of https://interconnect.substack.com
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This is an automated Substack Account of https://interconnect.substack.com
Discover more/Create at: @skystack.xyz
AI in the United Arab Emirates • Swing Vote of the US-China AI Co-opetition
AI in the United Arab Emirates
Swing Vote of the US-China AI Co-opetition
interconnect.substack.com
December 18, 2025 at 7:37 PM
AI in the United Arab Emirates • Swing Vote of the US-China AI Co-opetition
Cloud War: the National Security Strategy Edition • From More Voting to More Selling
Cloud War: the National Security Strategy Edition
From More Voting to More Selling
interconnect.substack.com
December 10, 2025 at 4:37 PM
Cloud War: the National Security Strategy Edition • From More Voting to More Selling
($) Forward Deployed Engineer: the Job that Makes AI Real • Scalable Enablers or Growth Bottleneck?
($) Forward Deployed Engineer: the Job that Makes AI Real
Scalable Enablers or Growth Bottleneck?
interconnect.substack.com
December 3, 2025 at 7:40 PM
($) Forward Deployed Engineer: the Job that Makes AI Real • Scalable Enablers or Growth Bottleneck?
From Race to Co-opetition • How I plan to write about US-China AI going forward
From Race to Co-opetition
How I plan to write about US-China AI going forward
interconnect.substack.com
November 25, 2025 at 7:39 PM
From Race to Co-opetition • How I plan to write about US-China AI going forward
($) Kimi Kimi on the Wall • Who is the fairest (open weight) model of all?
($) Kimi Kimi on the Wall
Who is the fairest (open weight) model of all?
interconnect.substack.com
November 24, 2025 at 11:20 AM
($) Kimi Kimi on the Wall • Who is the fairest (open weight) model of all?
Sovereign AI with South Korean Characteristics • From beer (and fried chicken) summit to launching AI moonshots
Sovereign AI with South Korean Characteristics
From beer (and fried chicken) summit to launching AI moonshots
interconnect.substack.com
November 24, 2025 at 11:20 AM
Sovereign AI with South Korean Characteristics • From beer (and fried chicken) summit to launching AI moonshots
($) Q3 2025 Update: Good Risks, Bad Risks
($) Q3 2025 Update: Good Risks, Bad Risks
interconnect.substack.com
November 24, 2025 at 11:20 AM
($) Q3 2025 Update: Good Risks, Bad Risks
Europe's Hidden Sovereign AI Gem: Nebius
Europe's Hidden Sovereign AI Gem: Nebius
interconnect.substack.com
November 24, 2025 at 11:20 AM
Europe's Hidden Sovereign AI Gem: Nebius
($) Dot-Com “Dumb Money” • How I look for the AI bubble bursting
($) Dot-Com “Dumb Money”
How I look for the AI bubble bursting
interconnect.substack.com
November 24, 2025 at 11:20 AM
($) Dot-Com “Dumb Money” • How I look for the AI bubble bursting
The TikTok Template • Not a one-off deal, but a sign of things to come.
The TikTok Template
Not a one-off deal, but a sign of things to come.
interconnect.substack.com
November 24, 2025 at 11:20 AM
The TikTok Template • Not a one-off deal, but a sign of things to come.
The Real DeepSeek Moment Just Arrived
The Real DeepSeek Moment Just Arrived
interconnect.substack.com
November 24, 2025 at 11:20 AM
The Real DeepSeek Moment Just Arrived
($) P(Grand Bargain) = 55% • A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
($) P(Grand Bargain) = 55%
A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
interconnect.substack.com
November 24, 2025 at 11:20 AM
($) P(Grand Bargain) = 55% • A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president
From DeepSeek-R1 to gpt-oss • Finally, some positive-sum competition between the US and China
From DeepSeek-R1 to gpt-oss
Finally, some positive-sum competition between the US and China
interconnect.substack.com
November 24, 2025 at 11:20 AM
From DeepSeek-R1 to gpt-oss • Finally, some positive-sum competition between the US and China
($) H20 and the Broken Export Control Debate • Guess what, Chinese tech companies hate Huawei too!
($) H20 and the Broken Export Control Debate
Guess what, Chinese tech companies hate Huawei too!
interconnect.substack.com
November 24, 2025 at 11:20 AM
($) H20 and the Broken Export Control Debate • Guess what, Chinese tech companies hate Huawei too!
Five Interesting Things about the White House AI Action Plan • Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture
Five Interesting Things about the White House AI Action Plan
Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture
interconnect.substack.com
November 24, 2025 at 11:20 AM
Five Interesting Things about the White House AI Action Plan • Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture
Q2 2025 Update: Equanimity Investing
Q2 2025 Update: Equanimity Investing
interconnect.substack.com
November 24, 2025 at 11:20 AM
Q2 2025 Update: Equanimity Investing
A New Father's Reflections on the American Dream
A New Father's Reflections on the American Dream
interconnect.substack.com
November 24, 2025 at 11:20 AM
A New Father's Reflections on the American Dream
($) Oracle Cloud: the Largest "Chinese Cloud" in America? • Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
interconnect.substack.com
November 24, 2025 at 11:21 AM
($) Oracle Cloud: the Largest "Chinese Cloud" in America? • Oracle Cloud Infrastructure or Overseas Chinese Infrastructure?
($) Two Charts That Matter in Mary Meeker’s AI Deck
($) Two Charts That Matter in Mary Meeker’s AI Deck
interconnect.substack.com
November 24, 2025 at 11:21 AM
($) Two Charts That Matter in Mary Meeker’s AI Deck