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VOICE ARCHIVE

Kevin S. Xu

@kevinsxu
18 posts
2026-03-09
OpenClaw is blowing up in China This should not be surprising if you know the (long) history of open source in China All major players have well-internalized the commercialization playbook: - popular open source tool pops up? - provide cloud hosted solutions to make setup
2026-03-09 View on X
Bloomberg

OpenClaw mania hits China: AI labs launch tools to help users deploy OpenClaw, a Shenzhen district drafts a policy encouraging free OpenClaw services, and more

Chinese software shares surged Monday after local government agencies joined tech leaders such as Tencent Holdings Ltd …

2026-03-04
Based on the latest rumor mill, looks like two things happened: 1. CEO of Alibaba Cloud (who is btw the CEO of all of Alibaba) is exerting a more direct line of sight on Qwen 2. A new person, possibly someone who was ex Gemini team, is brought in and layered on top of current
2026-03-04 View on X
TechCrunch

Junyang Lin, a tech lead on Alibaba's Qwen team, abruptly steps down, and two other team members leave; one contributor says “I know leaving wasn't your choice”

Alibaba's Qwen AI project has lost one of its most visible technical leaders just a day after the Chinese tech giant unveiled its new Qwen 3.5 open-weight small models.

2025-06-29
Meta is clearly the free agency big spender of AI — poaching known quantities in a no salary cap league Extending the pro sports analogy further... What DeepSeek has built is more about scouting well, drafting well, tapping into a deep farm system of younger, unproven talent
2025-06-29 View on X
Spyglass

Meta offering $100M signing bonuses may be an exaggeration by Altman, but $100M overall compensation packages are plausible given Meta's need to catch up in AI

A couple weeks back, Sam Altman made headlines for saying that Meta was approaching OpenAI talent and offering “$100M signing bonuses” …

2025-04-30
This is a very astute, underappreciated point Lumping AI diffusion rules with all the trade deals erodes the natsec justifications of the AI diffusion rules
2025-04-30 View on X
Reuters

Sources: Trump officials are considering removing a Biden-era rule that divides the world into three tiers to determine how many AI chips a country can obtain

stakes for tech dominance escalate Diya Lal / Tech in Asia : Trump administration may revise Biden's AI chip export rules Archanarani / Verdict : Trump team weighing changes to Bid...

2025-04-23
Get lean, get fit, national champion $INTC “Intel to Announce Plans This Week to Cut More Than 20% of Staff” https://www.bloomberg.com/...
2025-04-23 View on X
Bloomberg

Source: Intel is set to unveil plans this week to cut 20%+ of staff, its first major restructuring under Lip-Bu Tan; Intel had 108,900 workers in December 2024

Intel Corp. is poised to announce plans this week to cut more than 20% of its staff, aiming to eliminate bureaucracy at the struggling chipmaker …

2025-03-29
Solid column from @theinformation on the difference between @CoreWeave and @nebiusai, and perhaps the one with the cash (that's $NBIS) might be a better bet than the one with the debt (that's $CRWV). Glad to be cited and contribute some insights to the piece. [image]
2025-03-29 View on X
CNBC

CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order

but many buzzy tech IPOs remain in the pipeline Thomas Maxwell / Gizmodo : CoreWeave Is at the Center of the AI Revolution, and Its IPO looks Like a House of Cards Helene Braun / C...

CoreWeave IPO priced at $40 and its first day of trading closed at...$40!  Has this ever happened before?  No one will write this headline, but this is actually one of the best priced IPO ever CoreWeave left no money on the table, not a single cent $CRWV
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

Solid column from @theinformation on the difference between @CoreWeave and @nebiusai, and perhaps the one with the cash (that's $NBIS) might be a better bet than the one with the debt (that's $CRWV). Glad to be cited and contribute some insights to the piece. [image]
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

2025-03-28
Solid column from @theinformation on the difference between @CoreWeave and @nebiusai, and perhaps the one with the cash (that's $NBIS) might be a better bet than the one with the debt (that's $CRWV). Glad to be cited and contribute some insights to the piece. [image]
2025-03-28 View on X
CNBC

CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order

CoreWeave on Thursday priced shares at $40 in the company's IPO, raising $1.5 billion in the biggest U.S. tech offering since 2021, CNBC has confirmed.

2024-12-02
Our national champion's soul searching continues... [image]
2024-12-02 View on X
TechCrunch

Intel says CEO Pat Gelsinger retired and left its board on December 1, and names CFO David Zinsner and Client Computing Group GM Michelle Holthaus as co-CEOs

Intel has announced that CEO Pat Gelsinger has retired, effective December 1, and stepped down from the company's board of directors.

2024-07-31
Is the geopolitics of tech evolving into a “cloud war”? I certainly think so. Thank you @crmiller1 for the shoutout in his new @FT op-ed, which is well worth the read! [image]
2024-07-31 View on X
Financial Times

How US safeguards on the Microsoft-G42 deal, aiming to protect critical data center and AI infrastructure, could shape future international data center projects

one they are racing to control” https://www.ft.com/...

2024-07-24
Lastly, Meta changed license terms to now allow output generated from Llama 3.1 series, including the 405B model, to train & improve your own models Such practice is prohibited by OpenAI This change will have far reaching implications https://x.com/...
2024-07-24 View on X
Ars Technica

Meta says it will allow developers to use the outputs from Llama models, including Llama 3.1 405B, to improve other models for the first time

“Open source AI is the path forward,” says Mark Zuckerberg, misusing the term.  —  In the AI world, there's a buzz in the air …

Lastly, Meta changed license terms to now allow output generated from Llama 3.1 series, including the 405B model, to train & improve your own models Such practice is prohibited by OpenAI This change will have far reaching implications https://x.com/...
2024-07-24 View on X
Meta

Mark Zuckerberg argues that “open source AI” is the path forward, closed models are vulnerable to vendor lock-in and state-backed espionage, and more

RE: https://www.threads.net/... Dare Obasanjo / @carnage4life : You can find @zuck's full post here https://www.facebook.com/... Dare Obasanjo / @carnage4life : Mark Zuckerberg has...

2024-06-29
Qwen 72B beats Llama 70B Yi beats Cohere LLMs from China are making big strides [image]
2024-06-29 View on X
Tom's Hardware

Hugging Face unveils Open LLM Leaderboard v2 that tests models across six benchmarks; Chinese models dominate the top 10 with Alibaba's Qwen taking the top spot

Optimizing LLMs to be good at specific tests backfires on Meta, Stability.  —  Hugging Face has released its second LLM leaderboard …

2024-04-18
AWS kills Snowmobile data transfer truck The last whimper of ZIRP https://www.cnbc.com/... [image]
2024-04-18 View on X
CNBC

Amazon discontinues its Snowmobile service, an 18-wheeler truck introduced in 2016 to help customers move large amounts of on-premises data to AWS facilities

Amazon Web Services Snowmobile Truck  —  At Amazon's annual cloud conference in 2016, the company captured the crowd's attention by driving an 18-wheeler onstage.

2024-02-05
Great analysis and meditation on the media business. As a one-time contributor to TC+, this saddens me. As a big reader of all types of journalism, this frustrates me. As a firm believer that a healthy, sustainable fourth estate is crucial to an open society, this worries me.
2024-02-05 View on X
Securities

TechCrunch+'s founding editor about its launch to complement TechCrunch's ads and events revenue and its failure due to issues with finding business reporters

2024-02-04
Great analysis and meditation on the media business. As a one-time contributor to TC+, this saddens me. As a big reader of all types of journalism, this frustrates me. As a firm believer that a healthy, sustainable fourth estate is crucial to an open society, this worries me.
2024-02-04 View on X
Securities

TechCrunch+'s founding editor about its launch to complement TechCrunch's ads and events revenue and its failure due to issues with finding business reporters

January was a brutal month for journalists, globally from death and locally from layoffs.  The latter hit home this week … Threads: @firstadopter . Mastodon: @carnage4life@mas.to ....

2023-10-18
For technical context: - A800 and H800 are the modified Nvidia GPUs that comply with US gov't export rules released last Oct that outright ban A100 and H800 sales to China - rule of thumb: A800 performs 2/3 as well as A100, H800 about 1/2 as well as H100
2023-10-18 View on X
Reuters

The US' new 400-page chip export rules show officials are open to chip sector input on ways to keep sending AI chips to China for small and medium-sized uses

While stripping China's access to key U.S. artificial intelligence chips, the Biden administration's sweeping new rules also quietly threw Nvidia …