HeyJaredInterconnected
On the intersections of tech, investing, geopolitics, and US-Asia relations
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 24, 2026
Latest issues
From Trees to Granite (opens the original)
Read excerpt
In May, when Trump visited Xi in Beijing, I compared it to watching the Super Bowl for US-China relations nerds. If that was the first quarter of the championship game, then we just had the second quarter last week, when Xi visited Trump in Washington, with the third and fourth quarters officially booked. (Both leaders invited each other to meet again during the November APEC Summit in Shenzhen and the December G20 Summit in Miami; both cheerfully agreed.)Much of the coverage and commentary abou
There and Back Again: Tracking Global AI Talent Flow (opens the original)
Read excerpt
Arguably the most often-uttered piece of factoid about the global AI landscape is that China produces 50% of the world’s AI talent. It is a number that Jensen Huang of NVIDIA is fond of repeating in almost every interview he does, and no interviewer has questioned where that neat, clean number came from.In fact, it came from a 2023 study done by the think tank, Macro Polo. As the founder of Macro Polo, Damien Ma, likes to point out, the study actually shows that 46.3% <spa
Don’t Sleep on the BRICS AI Open Source Community (opens the original)
Read excerpt
The world is barreling toward another US-China summit with a bilateral AI dialogue possibly happening this weekend. Meanwhile, every human is wrestling with whether a 10-ish% of AI accelerated extinction is worth losing sleep over. (I suddenly have a lot of empathy for dinosaurs in the Cretaceous Period.)With all that occupying our minds, it’s understandable that one important development fell through the cracks: a China-led BRICS AI open source c
While I Was Gone… (opens the original)
Read excerpt
I just returned from a trip with my young family to Shenyang, my place of birth, so my almost two-year-old son can meet and hangout with his almost 95-year-old great grandmother. It was a filial piety trip. I will publish a dedicated post in the next few days to reminisce more about it. Meanwhile, I’m glad to be back in my quiet suburb with turkeys on the loose in my backyard.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!e1-p!,f_auto,q_auto:good,fl_pr
Fear of AI Bubble Could Pop The Bubble (opens the original)
Read excerpt
I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute. I called out this risk in my 2025 annual letter. Our team (as in me and Claude) started tracking local moratoriums and built a public dashboard. When I shared the dashboard in this newsletter in April, it was tracking 55 active moratoriums. Today, the dashboard is showing 183 with two state
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.