Junfeng Chu, CFA

Tech VC Partner | E-commerce Founder | Treasurer @ ICS PTSA | Passionate about AI, Tech Stocks & Risk Management. | Proud Dad 👨‍👧‍👦⚽️

[Polymarket @Polymarket]

JUST IN: Anthropic says a “huge percentage” of its own employees are now barred from accessing Fable 5 & Mythos 5 under U.S. restrictions.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart You should try going out for a late-night snack. Make sure to order the salt and pepper mantis shrimp.

[Junfeng Chu, CFA @JeffChuWA]

Trillionaire Ma, 马万亿

[Hunter📈🌈📊 @StatisticUrban]

Feels very epochal.

[Junfeng Chu, CFA @JeffChuWA]

I suspect you're just making things more dramatic than they need to be.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Jyoti Mann @jyoti_mann1]

SCOOP: Meta plans to clamp down on skyrocketing AI costs inside the company by imposing limits on employees’ token usage, the company told staff in a memo on Tuesday, just weeks after it pushed them to adopt AI tools in their work.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart @zampulu92728 Holding a US passport allows you to apply for China's 240-hour (10-day) transit visa-free entry. You should visit Shenzhen next time.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart I thought it meant West Washington. 😜

[Junfeng Chu, CFA @JeffChuWA]

@lithos_graphein Moomoo can be a free api source for you, if you are willing to register a trading account on it.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart Good point. However, I’m afraid that most of the time, interesting things are useless to most people—such as the dozens of different tomato varieties—while useful things, like calculating the IV of an option, can be quite boring.

[Junfeng Chu, CFA @JeffChuWA]

Lol

[Ryan Petersen @typesfast]

Reminder that I became a trillionaire almost 18 months ago when I went to Vietnam.

[Junfeng Chu, CFA @JeffChuWA]

I've been hearing from some U.S. clients that land transport prices have risen significantly.
Persisting rising transportation costs are likely to drive up the CPI.

[molson 🧠⚙️ @Molson_Hart]

Container shipping rates have doubled to tripled this month.

$3600 - $4200 in May to $6200 - $8000 in June.

We're approaching peak season (July to October) but this is an unusually big increase.

These rates are Asian ports to Houston, TX (I agree with @datarade probably best place in USA to make things)

[Lingling Wei 魏玲灵 @Lingling_Wei]

Who would have thought? North Korea's economy is flourishing, aided by arms sales & troop deployments to Russia, supplies and financing from China, and the ability to flout international sanctions. Fascinating read by @DaslYoon @timothywmartin

https://t.co/TLXWbFf2h5 via @WSJ

[Junfeng Chu, CFA @JeffChuWA]

It makes sense. Every app is competing for users’ limited attention. As more apps are released, the average amount of attention each one receives decreases. This is a classic example of "involution."

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart HOKA is the most popular brand among white-collar workers.

[Junfeng Chu, CFA @JeffChuWA]

Ojai is manufactured by Geely!

[Waymo @Waymo]

Our fleet is expanding! ✨ Meet Ojai, powered by our sixth-gen Waymo Driver. Welcoming riders soon in LA, Phoenix, and San Francisco.

[Jessica Lessin @Jessicalessin]

Watch this space. @aatilley

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart Anthropic may be the fastest company in human history to reach a $1 trillion valuation from the date of its founding.

[Junfeng Chu, CFA @JeffChuWA]

@TheStalwart Crypto bros are all in AI now.

[Matthew Berman @MatthewBerman]

"We think that with AI we can replace all of our Jr developers in our company"

AWS CEO Matt Garman: "That's the dumbest thing I've ever heard"

[ابراهیم عزیزی @Ebrahimazizi33]

Iran will not be pushed back by Trump’s rhetoric from its red lines: the right to enrich uranium, possession of enriched uranium, authority over the Strait of Hormuz, and the removal of sanctions.

It is obvious Trump, seeking a way out of this strategic deadlock, alternates between issuing threats and appealing for an agreement.