Kevin Xu
Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; suffering #Canucks fan
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US export control is no doubt hurting "the Chinese" It is also starting to hurt Americans Here are some inconvenient facts from independent research done by the New York Fed π§΅π
CHIPS Act execution is so behind is embarrassing π§΅π
China's convening power is underestimated. π§΅π
1/ $JD Cloud is quietly, but effectively, becoming the new βnational championβ in Chinaβs cloud market Despite being a small player, it was JDβs exec, Cao Peng, who delivered pro...
1/ Calling SVB a "regional" bank is misinformed Tech is global. So SVB must be global too. (Screenshot from SVB website) https://t.co/Ov54HT7UBg
1/ I was gonna write one of those long threads to summarize my @NoemaMag piece on the cost of deglobalization But @michaelxpettis already wrote a good one w/ some interesting coun...
1/ Morris Chang gave a sobering speech at the TSMC Arizona fab opening ceremony He proclaimed that "globalization is almost dead" and this is just "the end of the beginning" Sadl...