Jun Wu

3.6K posts

Jun Wu

Jun Wu

@wu89_j

Katılım Temmuz 2009
239 Takip Edilen106 Takipçiler
Jun Wu
Jun Wu@wu89_j·
@loongkingdom A lot of delivery guys ride like this on the sidewalk.
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Dragon kingdom.wu🌃
Dragon kingdom.wu🌃@loongkingdom·
The consequences of electric bicycles traveling on the sidewalk.
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Michelle
Michelle@D162Michele·
Is it just me, or are Chinese and Western beauty standards completely different? To many Chinese people, Lucy Liu would not be considered hot or beautiful.🤷‍♀️
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Bavarianswan@bavarianswan·
@D162Michele Yes she’s not considered attractive, a Chinese beauty would be Fan Bing Bing
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Jun Wu
Jun Wu@wu89_j·
@D162Michele They like eyebrow going up look of Asian Women and not much much round face.
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Jun Wu
Jun Wu@wu89_j·
@jim200855999131 @VicentYip The strange thing is no diabetes. There is a book "The China Study" on Chinese diet about 20-40 years ago before Chinese ingesting a lot of animal meat.
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jim
jim@jim200855999131·
@VicentYip 这样吃,吃成糖尿病
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如是我闻
如是我闻@VicentYip·
很佩服我舍友,他家里穷,但他一点不接受别人施舍
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QQQ
QQQ@qqqwvwqqq·
现在的学生都玩的这么开了的吗?公共场所说啥也要注意啊,直接就掏起来了😨
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食在中国
食在中国@meitingting10·
南京七块钱一碗的功夫馄饨,老板表演就值六块!
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Jun Wu
Jun Wu@wu89_j·
@Rigario @optionscjp Agents will replace software companies to operationalize the LLM. Companies can write their own operational code with the help of the LLM. They can be more compact and efficient, fitting their need instead of a bloated "one fits all system" from a software company.
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Rigario
Rigario@Rigario·
@optionscjp How do you remove a moat when you dont even competent? Mythos is a LLM. LLMs are trending towadd being commodities. PLTR is how you operationalize the LLM. Engine vs chassis. Mythos (engine) popularity will increase not decrease the need for PLTR (chassis).
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Options selling with Christian
Honest question to $PLTR investors What if Claude Mythos completely removes the moat Palantir has? Is it possible? I’m asking for an honest standpoint. I don’t know enough about the sector or palantir but from what we are hearing it seems like a legit threat?
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Jun Wu
Jun Wu@wu89_j·
@powerbottomdad1 @rrpre BYD is a profitable company. Government incentives in China are much less than $7000 rebate per EV in the US.
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Rachel Premack
Rachel Premack@rrpre·
It's a misnomer that BYD is winning global market share because it's cheap. It's winning because it's a better car. BYD's cheapest vehicle in Mexico starts around $19,000. In the UK, $24,000. What's crazy is that it's not the cheapest EV, hybrid, or gas car in either market. BYD entered Mexico in 2023. It's now the No. 4 selling auto brand there. In the UK, it went from zero to No. 11 brand in 3 years. We will never have $10,000 BYDs in the US. But BYD probably could still dominate even at ~$30,000... and that is pretty chilling!
Aakash Gupta@aakashgupta

The number that should terrify every Western automaker is 1,500 kW. BYD's Flash Charging pushes 1,500 kilowatts into a car battery. The fastest charger you can find in the US today maxes out at 350 kW. ChargePoint is bragging about rolling out 600 kW chargers sometime in 2026. BYD is already at 2.5x that. Deployed. 5,000 stations live. 20,000 planned by December. The car in this video, the Song Ultra, starts at $22,000. Five minutes of charging gets you 250 miles of range. The fastest-charging EV you can buy in America is the Lucid Gravity at 400 kW, and it starts at $80,000. So BYD is charging 4x faster at one-quarter the price. And Geely just beat them last week with a 4-minute charge. The Chinese automakers aren't competing with each other on range or styling anymore. They're in a charging speed war that Western companies haven't even entered. BMW's response was literally "pursuing quick charging forces other compromises." That's the "640K ought to be enough for anybody" of the EV era.

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Jun Wu
Jun Wu@wu89_j·
@yuyimei2 China probably like the downgrade better.
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庾一梅
庾一梅@yuyimei2·
突发!日本将中国关系降级后称:如果中国带着诚意来谈,会考虑升级和中国的关系! 呵!原来所谓的降级是从“最重要的双边关系之一”降级为“重要邻国”,我还以为将大使级降级为代办级呢,白高兴一场!不过这种套路很美国~~
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Jun Wu
Jun Wu@wu89_j·
@VictorTaelin Feel like you are promoting your work here than complaining about Anthropic.
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Baba Banaras™
Baba Banaras™@RealBababanaras·
Just within 48 hours after ceasefire announced, 4 Chinese cargo aircraft landed in Iran besides Iran airspace closer. I am sure, these cargo aircraft are not delivering food grains but something else. Indirectly this is America vs China. (Representative Video)
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Jun Wu
Jun Wu@wu89_j·
@bronsonst @mukund @AnthropicAI Orchestration is easy now. You can write your own orchestration with the help of Claude or GPT models with specific specs for your needs or a bunch agent calls. That's whole point of all software company stocks are down. $PLTR is not the exception to the rule.
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Bronson
Bronson@bronsonst·
Maybe more value in the aggregate but ontology and orchestration is an enterprise’s proprietary, siloed data where the real value and insights reside. Palantir is LLM agnostic too, so maybe it’s Anthropic one week or OpenAI the next. Open source models and LLMs are commoditizing. Like Altman says, costs collapse and they’ll be more like a utility bill at the end of the day.
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M Mohan
M Mohan@mukund·
I think this is $PLTR fanboi math @AnthropicAI is $30B in revenue, growing at over 500% and $350B market cap $PLTR is at best $4.5B growing at 65% YoY and $306B market cap Palantir should be a $50 stock but it wont be there thanks to the hype.
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Jun Wu
Jun Wu@wu89_j·
@mukund @bronsonst @AnthropicAI The models hold more values. They are foundational. Others can be replaced by calls or agent calls to the models, that is whole promise of AI that is let models handle everything, not rely on complicated intermediate layers.
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M Mohan
M Mohan@mukund·
@bronsonst @AnthropicAI Anthropic is getting started. It definitely has many million more customers than Palantir Commoditization of LLM OK.
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Jun Wu
Jun Wu@wu89_j·
@epochster @DivesTech So, Palantir is just a wrapper company that can be replaced by a bunch of agent calls to Anthropic.
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90S KID
90S KID@epochster·
@DivesTech Anthropic builds models. Palantir deploys them. The lunch metaphor doesn't even scan.
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Dan Ives
Dan Ives@DivesTech·
We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂
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Jun Wu
Jun Wu@wu89_j·
@yianisz Intel will make a lot of chips for other companies too. 18A yields are improving. 14A will be ready soon.
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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
yea.. cool headline. But I’m not buying the narrative shift., $INTC loves “multi-year partnerships” when it needs sentiment, not when it’s winning cycles. Show me share gains, not PR. Meanwhile $AMD is quietly eating server + AI attach. In this cycle, that’s the trade.
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Jun Wu
Jun Wu@wu89_j·
@TradexWhisperer Can multi-agent tool calls replace $PLTR? Hard to say. Not impossible.
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
Michael Burry thinks Anthropic eats $PLTR's lunch. He has zero clue on what he's shorting. Palantir isn't an AI model. It's the integration fabric that makes AI deployable across an entire enterprise. Claude on Palantir isn't a threat. It's jet fuel. LLM Agnostic
Trade Whisperer@TradexWhisperer

$PLTR valuation makes ZERO sense But then why do institutions keep buying it? What do they know that you don't? I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning. Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient. It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept). Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example. Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings. This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company. Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders. Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively. Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally. “There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt “Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard “Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need.. ONTOLOGY. Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is... A Super Integration Company And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools. PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay. Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE

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