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Kevin Xu @kevinsxu

Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, Obama White House/Commerce Dept; no one's quant interconnect.substack.com www Joined March 2009
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Kevin Xu @kevinsxu

2 days ago

Two killer quotes from Jensen: "No one needs atomic bombs, everyone needs AI" "Don't confuse being competitive with China with being tough on the Chinese"

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Bg2 Pod @BG2Pod

2 days ago

Two killer quotes from Jensen: "No one needs atomic bombs, everyone needs AI" "Don't confuse being competitive with China with being tough on the Chinese"

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Kevin Xu @kevinsxu

2 days ago

Rocking my new toy, a pair of @nothing 3rd gen earbuds (h/t @AkashBajwa96), on my flight home from London. Had a great first trip to the UK. Lots of latent potential and energy. I hope our British friends can seize it!

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Kevin Xu @kevinsxu

3 days ago

In the early 2000s, Wang Chuanfu bought 50 or so foreign brand cars to take them apart to learn how to make cars Reverse-engineering is how you learn, catch-up, then leapfrog

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Tsla Chan @Tslachan

3 days ago

In the early 2000s, Wang Chuanfu bought 50 or so foreign brand cars to take them apart to learn how to make cars Reverse-engineering is how you learn, catch-up, then leapfrog

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Kevin Xu @kevinsxu

a week ago

Listening to NVDA-INTC collaboration call Started with a hot mic moment where Jensen told Lip-Bu how good the 1912 Cognac (from the UK state dinner) was last night... Sign of our times...

Kevin Xu retweeted
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Barack Obama @BarackObama

a week ago

This is precisely the kind of government coercion that the First Amendment was designed to prevent — and media companies need to start standing up rather than capitulating to it. nytimes.com/2025/09/15/bus…

Kevin Xu retweeted
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Barack Obama @BarackObama

a week ago

After years of complaining about cancel culture, the current administration has taken it to a new and dangerous level by routinely threatening regulatory action against media companies unless they muzzle or fire reporters and commentators it doesn’t like. yahoo.com/news/articles/…

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Kevin Xu @kevinsxu

2 weeks ago

Upping my odds of a US-China grand bargain to 70% post Madrid.

kevinsxu Profile Picture

Kevin Xu @kevinsxu

2 months ago

Upping my odds of a US-China grand bargain to 70% post Madrid.

kevinsxu Profile Picture

Kevin Xu @kevinsxu

2 weeks ago

Winning is to earn the right to play again. That's how you build the world's most valuation company.

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Kevin Xu @kevinsxu

2 weeks ago

I was booking hotel for a trip to London First time in The City, so asked Gemini, GPT5, Claude for recommendations that are both convenient for my meetings, and let me feel in the city and do some solid people watching Gemini rose to the occasion with the best recs with the…

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Kevin Xu @kevinsxu

2 weeks ago

Some inside baseball for Nebius shareholders and the financially curious MS, BofA and Citi have been added as additional bookrunners, in addition to GS as the lead, for the equity raise. This means Nebius will likely see sell-side coverage from one if not all three of those…

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Kevin Xu @kevinsxu

3 weeks ago

Some inside baseball for Nebius shareholders and the financially curious MS, BofA and Citi have been added as additional bookrunners, in addition to GS as the lead, for the equity raise. This means Nebius will likely see sell-side coverage from one if not all three of those… https://t.co/0IAhzn1tge

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Kevin Xu @kevinsxu

3 weeks ago

Saquon Barkley is an investor in Cognition I have Saquon on my fantasy team Does that mean I'm also indirectly on the cap table via a multi-layer fantasy football SPV?

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Kevin Xu @kevinsxu

3 weeks ago

Saquon Barkley is an investor in Cognition I have Saquon on my fantasy team Does that mean I'm also indirectly on the cap table via a multi-layer fantasy football SPV? https://t.co/IDbyaZhtCg

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Kevin Xu @kevinsxu

3 weeks ago

Cognition being valued 30% MORE than GitLab will never make sense to me.

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Kevin Xu @kevinsxu

3 weeks ago

In SF, 996 gets you brownie points, media attention, and an "effect" named after it In Beijing or Shenzhen, it's just another ordinary week

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TBPN @tbpn

3 weeks ago

In SF, 996 gets you brownie points, media attention, and an "effect" named after it In Beijing or Shenzhen, it's just another ordinary week

Kevin Xu retweeted
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Roman Chernin @romanchernin

3 weeks ago

Today we signed the almost 20 billions 5y contract with MSFT @nebiusai now in the highest league. nebius.com/newsroom/nebiu…

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