Kevin Xu
@kevinsxu
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Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; no one's quant
www
Joined March 2009
2023: 170.13%.2024: 66.71%. 2023-2024 average annual return: 112.21%. 28 more years to go to reach my inner scorecard of 30+% return per year for 30 years. More in my annual letter 👇.
NEW POST: 2024 Annual Letter: Generational Company, Generational Wealth by @kevinsxu.
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It's safe to say if DeepSeek did not open source the way it did, GPT-OSS would not have open sourced the way *it* did: permissive license, full chain of thought, even opened up the tokenizer . This is a rare (only?) example of positive sum tech competition between the US and.
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Finally happened! Permissively licensed too (apache 2.0). OpenAI is finally Open!.
gpt-oss is a big deal; it is a state-of-the-art open-weights reasoning model, with strong real-world performance comparable to o4-mini, that you can run locally on your own computer (or phone with the smaller size). We believe this is the best and most usable open model in the.
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RT @ClementDelangue: When @sama told me at the AI summit in Paris that they were serious about releasing open-source models & asked what wo….
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There has been a mild obsession with benchmarks in the open vs closed AI models race that's missing the forest for the tree. Open source induces publications, papers, knowledge dissemination -- arguably most important long tail benefits of openness. Right now the top THREE
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Remember when OAI was all sour about DeepSeek using its APIs to do distillation earlier this year?. Everyone does it, including OAI. Karma.
Scoop: Anthropic revoked OpenAI’s API access to its models on Tuesday, multiple sources familiar with the matter tell WIRED. OpenAI was informed that its access was cut off due to violating the terms of service.
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RT @WeRide_ai: Following strong Q2 earnings, our Founder and CEO Tony Han spoke with @Bloomberg on WeRide’s global vision:.💬 “We are never….
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Bingo
The White House typically gets the Jobs Day numbers the night before. These tariffs rates are set, likely, with those numbers in mind. These rates are, at this point, considered high-ish, not ridiculous or overly disruptive, and negotiable (with the 7 day implementation lag).
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South Korea joins the open source AI ecosystem. Nice!.
🇰🇷 LG recently launched EXAONE 4.0 32B - it scores 62 on Artificial Analysis Intelligence Index, the highest score for a 32B model yet. @LG_AI_Research's EXAONE 4.0 is released in two variants: the 32B hybrid reasoning model we’re reporting benchmarking results for here, and a
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"If a company or nation declares that it has achieved AGI, I expect that declaration to be less a technology milestone than a marketing milestone.". 100% agree.
There is now a path for China to surpass the U.S. in AI. Even though the U.S. is still ahead, China has tremendous momentum with its vibrant open-weights model ecosystem and aggressive moves in semiconductor design and manufacturing. In the startup world, we know momentum.
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The White House typically gets the Jobs Day numbers the night before. These tariffs rates are set, likely, with those numbers in mind. These rates are, at this point, considered high-ish, not ridiculous or overly disruptive, and negotiable (with the 7 day implementation lag).
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15 years after launch, we finally get a real revenue number!.
new: Microsoft discloses Azure cloud revenue for first time - $75 billion! Still far behind AWS' $112 billion. $msft $amzn
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