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Kevin Xu

@kevinsxu

Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; suffering #Canucks fan

calendar_today23-03-2009 21:25:25

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Kevin Xu
@kevinsxu

3 weeks ago

This is an important observation that deserves more emphasis

Much of US-China tech competition narrative focuses on semis and genAI. Consensus view: China is behind but trying hard to catch up. On AI, Joe Tsai says 2 years, I've said 2-4 years, others said at least 1 year --…

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