
Kevin Xu
Writes at interconnect.substack.com. Analyst focusing on technology and China.
Top 10 podcasts with Kevin Xu
Ranked by the Snipd community

111 snips
Jan 30, 2025 • 1h 12min
DeepSeek: What It Means and What Happens Next
In this engaging discussion, Kevin Xu, a contributor to Interconnected and former GitHub employee, delves into the dynamics of DeepSeek, an innovative AI research lab. He explores how DeepSeek's unique hiring practices foster a culture of creativity, contrasting it with traditional tech companies. The conversation touches on the challenges facing China's AI sector amid U.S.-China tensions and export controls. Xu also highlights the blend of nationalism and open-source values driving innovation in China, setting the stage for future U.S.-China relations.

37 snips
Jul 22, 2024 • 50min
The US and China Are in an All Out Race For AI Domination
Jordan Schneider, founder of the ChinaTalk newsletter, and Kevin Xu, hedge fund manager and tech finance expert, dive into the intense AI rivalry between the U.S. and China. They discuss the strategic importance of AI for national security and economic dominance. The duo examines how Chinese tech is navigating regulatory challenges and how U.S. export controls are shaping the landscape. They also explore emerging AI startups fueling China's innovation and the cultural narratives that influence this competition, all while considering the geopolitical implications of their advancements.

29 snips
Apr 7, 2025 • 46min
EMERGENCY POD: Are We Cooked?
Peter Harrell, a former Biden official focused on international economics, joins economics expert Matt Klein and tech analyst Kevin Xu for an engaging discussion on America's economic state. They delve into the implications of controversial tariff policies, questioning their impact on market confidence. The trio also examines shifting global dynamics, including the U.S.-Canada relationship and China's influence. Amidst declining asset prices, they highlight how economic uncertainty shapes consumer behavior, all while addressing the evolving landscape of defense strategies against geopolitical tensions.

28 snips
Aug 8, 2024 • 1h 35min
China's Response to U.S. Semiconductor Export Controls, with Paul Triolo and Kevin Xu
Paul Triolo, an expert in China's technological policies, joins author Kevin Xu to discuss China's response to U.S. semiconductor export controls. They delve into the significance of the Middle East in AI development and the evolution of the chip wars into cloud wars. The conversation highlights China's struggles for semiconductor self-sufficiency and the challenges of technological quality. Triolo reveals insights about the future of China's semiconductor industry and the impact of U.S. policies on this critical sector.

24 snips
May 28, 2024 • 1h 12min
Sovereign AI
Pablo Chavez, a Fellow at CNAS and former VP at Google Cloud, joins Kevin Xu, founder of Interconnected, to delve into the complex world of AI governance and digital sovereignty. They discuss how lawmakers can differentiate between good and bad AI and explore China’s Great Firewall as a lesson for digital sovereignty. The conversation highlights the geopolitical competition shaping national AI strategies and the promise and peril of open-source technologies, revealing how these trends may redefine the future of global tech.

18 snips
Dec 8, 2023 • 55min
US-China Tech in 2023: Top 5 Stories of the Year
Kevin Xu, creator of the Interconnected Substack and a prominent voice on US-China tech relations, dives into the biggest tech stories of 2023. He discusses the fierce ongoing chip war and the race for AI model dominance. Xu highlights the booming electric vehicle market in China and the rise of platforms like PDD and Temu. TikTok's resilience amidst regulatory scrutiny also gets a spotlight, showcasing its unexpected staying power in an ever-evolving tech landscape.

6 snips
Dec 9, 2024 • 42min
Lawfare Daily: Kevin Xu on the State of the AI Arms Race Between the U.S. and China
Kevin Xu, founder of Interconnected Capital and author of the Interconnected newsletter, dissects the intense AI arms race between the U.S. and China. He explains China's ambitious AI strategies and how recent export controls could reshape its technological landscape. The conversation delves into misconceptions about China's capabilities and contrasts the two nations' approaches to AI development. Xu emphasizes the urgent need for human oversight in military AI strategies, highlighting the broader implications for national security and global tensions.

5 snips
Mar 24, 2023 • 60min
TikTok Hearing: The End of an Era
Kevin Xu, an Obama-era official and creator of Interconnect, dives into the recent TikTok hearing, exploring its implications for U.S.-China tech relations. He discusses the scrutiny TikTok faces compared to American counterparts and the challenges posed by cross-border dependencies, especially in battery technology. Xu reflects on lost opportunities from the past, and how GPT-4 is revolutionizing translation, enhancing global collaboration. The conversation sheds light on the evolving landscape of tech and the political dynamics shaping it.

May 11, 2021 • 50min
Elon Musk, TSMC, Open Source, Endless Frontier and Zhang Yiming
Kevin Xu, author of the Interconnected newsletter and a former member of the Obama White House, shares insightful perspectives on US-China tech dynamics. He discusses Elon Musk's influence in China's EV market and the complexities of operating there. The conversation shifts to the importance of open source technology for American industry and highlights the Endless Frontier Act as a crucial initiative. Kevin also reflects on Zhang Yiming's mindful leadership style and the evolving landscape of technology innovation, emphasizing the future of semiconductors.

Jul 24, 2020 • 11min
TikTok, Tesla, Kanye and Open Source
Kevin Xu, an insightful author and advisor on open-source startups, dives into hot topics like the potential US ban on TikTok and the role of open-source tech in China's quest for self-reliance. He discusses the complexities of content moderation and transparency on social media platforms, arguing for a balance between freedom of speech and accountability. Additionally, Xu highlights the significance of open-source technology in the tech landscape and offers intriguing perspectives on how Kanye's views can reflect broader foreign policy lessons.