Peach Zhou

Consultant | Analyst | Trader | Traveller | Reader

[MindBranches @MindBranches]

@claudeai Claude Fable 5 and Claude Mythos 5

Anthropic Announcement Summary

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Roan @RohOnChain]

i can't believe this 1 hour talk by the people who control the world's financial system including Ray Dalio, Jamie Dimon & Larry Fink literally told you exactly where the money is going for the next decade:

[Victorior @VictoriorCG]

Meet "Tawan" (ตะวัน means “The sun” 🌞)

20-min Demo
AI Animated Film experiment (full feature is 90 mins)

With a $500 budget and 1.5 months of work, this story is based on my original idea from 2010... and today, the technology is finally ready to bring it to life.

AI showed me that solo creators can now manage an entire animation workflow. No need to pitch to big studios—you can fund yourself and bring your own stories to life. Without AI, this would still be stuck in my head.

(Of course, the quality is still far from high-budget films from big studios that have 300-600 people behind them, but I think the gap will close step by step in the future.)

This animated created by Seedance 2.0 on @dreamina_ai and @kinovi_ai and opening scene by @midjourney - thank you for watching.

[McKinsey & Company @McKinsey]

AI is exposing a gap in many enterprise systems: they’re great at tracking what happened, but not always at helping leaders decide what to do next.

That’s prompting companies to rethink the enterprise stack—and how to turn information into action faster. https://t.co/TKvODklpFK

[Google Gemini @GeminiApp]

Add text, video, or up to five images as your ingredients and Gemini Omni can combine them all into one cohesive ten-second video.

Try it today and share your creations in the replies. 👇

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Trump Administration is investing $2 billion in quantum computing companies and will receive equity stakes in return, per WSJ.

Details include:

1. $1 billion of the package will be awarded to IBM, $IBM

2. Chip maker GlobalFoundries, $GFS, is receiving $375 million in funding

3. The rest of the companies will receive $100 million each, except for startup Diraq, which is slated to get $38 million

4. Multiple other public companies will receive funds including D-Wave Quantum, Rigetti Computing, and Infleqtion

Trump's next big bet is on quantum computing.

[McKinsey & Company @McKinsey]

The next phase of AI transformation is happening at the workflow level.

Companies are using agentic AI to coordinate tasks, decisions, and customer interactions across entire journeys—while rethinking the operating models needed to support it at scale. https://t.co/UgFVX6YEIq

[Peach Zhou @peanutzhou]

Chapter 9: Quantum Computing for Finance https://t.co/1DIX88YOHt

[a16z @a16z]

The majority of new jobs created since 1940 didn’t even exist in 1940.

There is no fixed "lump of labor". Again and again, new technologies create new jobs.

a16z's David George dismantles the "AI job apocalypse" myth: https://t.co/0gL5mdffKD

[Google Cloud Tech @GoogleCloudTech]

All you need to learn about LLMs is 10 minutes!

This microlearning Google Skills course explores what large language models are, the use cases where they can be applied, and how you can use prompt tuning to enhance LLM performance → https://t.co/Cv0MzO1LnC

[Khairallah AL-Awady @eng_khairallah1]

🚨 Anthropic's own team just showed how to actually build with MCP.

18 minutes. free. from the Creator of MCP.

watch the workshop. bookmark it.

worth more than every $300 course you almost bought.

you've been using Claude without knowing 50 of its plugins.

Then read the guide below.

[Peach Zhou @peanutzhou]

Sovereign AI for the World: Cohere and Aleph Alpha to Form Global AI Powerhouse as Nations and Enterprises Demand Control Over Their Technology - https://t.co/WTexlk0I0v

[Peach Zhou @peanutzhou]

Invite a friend to Warp https://t.co/8qv2PeCmkS

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[Fun Manager @funxmanager]

วันนี้ Ray Dalio ไปบรรยายที่มหาวิทยาลัยชิงหัว
แอดไปเจอข้อมูลจาก Twitter มา สรุปประเด็นสำคัญดังนี้ครับ

1. กระจายการลงทุน
มีสินทรัพย์ 10–15 ตัวที่ไม่สัมพันธ์กัน → ลดความเสี่ยงได้มาก และเพิ่มโอกาสชนะระยะยาว

2. นักลงทุนทั่วไปควรโฟกัส Beta
รับผลตอบแทนตามตลาดดีกว่า
ไม่ต้องฝืนไล่หา Alpha ที่ยากและไม่จำเป็น

3. Risk management มาก่อนเสมอ
ควบคุม drawdown เป็นหัวใจ
ขาดทุนหนัก = พังพลัง compounding

4. ทองคำ
สินทรัพย์ป้องกันความเสี่ยงหลักของโลก
ควรมี ~5–15% ของพอร์ต

5. คริปโต
มีความเสี่ยงด้านเทคโนโลยี + privacy
Dalio ถือเล็กน้อย
แต่ยังแทนทองคำไม่ได้

6. AI impact ใหญ่กว่าการปฏิวัติอุตสาหกรรม

7. จีน vs สหรัฐ (เกม AI)
จีน = ต้นทุนต่ำ / mass adoption / open
สหรัฐ = driven by capital / เน้นกำไรสูง

8. AI จะเพิ่มความเหลื่อมล้ำ + การว่างงาน
ทางรอดเดียว = ทำงานร่วมกับ AI ให้เป็น

9. Geopolitics สำคัญขึ้น
ช่องแคบมะละกา / ฮอร์มุซ = choke point ของโลก
supply chain กำลังถูกเขียนใหม่

=======

สรุปสั้นๆ

- Diversification + Risk control = แกนหลัก
- Beta > Alpha (สำหรับคนส่วนใหญ่)
- AI + Geopolitics = Megatrend ที่ต้องเข้าใจ

#FunManager

[Google for Developers @googledevs]

Gemini 3.1 Flash Live delivers quality updates in latency, reliability and natural-sounding dialogue, so developers can build AI agents that process information and respond in real time.

Check out the model improvements:
✅ Higher task completion
👂 Better instruction following
🗣 More natural and low-latency dialogue

[Financial Times @FT]

Tankers are ablaze in the Gulf, and Tehran is warning ships to avoid a key waterway – the Strait of Hormuz. But why is it so important? https://t.co/fcP5eyLF5G

[Peach Zhou @peanutzhou]

The Orchestration Era https://t.co/8DQQKAatPk