Joined December 2018
- Tweets 32,808
- Following 3,225
- Followers 35,907
- Likes 26,616
4,569 Photos and videos
Andrew Freedman, CFA π¦
retweeted
Jun 13
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: anthropic.com/news/fable-mytβ¦
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Claude code performs so much better nights and weekends.
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We don't have a choice $SPCX
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Have a great weekend!
Much love to @HedgeyeRestos @HedgeyeGLL boys this week!
Clocked in 50 hours before Thursday, and while it was a grind, it was so much fun working as a team!
And @HedgeyeCommOR for being the anchor!
$DASH $BKNG $EXPE #AI
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lol unreal⦠not sure w will ever see anything like it again in our lifetime. The coordinated effort is stunning.
Jun 5
SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting π
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Andrew Freedman, CFA π¦
retweeted
Jun 4
Today, Anthropic engineers on average ship 8x as much code per quarter as they did compared to 2021-2025.
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Andrew Freedman, CFA π¦
retweeted
Jun 4
Get tailored help for what's on your screen using the Gemini app for macOS. π»
Simply press both Command β keys at the same time to seamlessly attach your active window to the chat, without needing to take manual screenshots or switch tabs.
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π€―
Jun 4
Today, Anthropic engineers on average ship 8x as much code per quarter as they did compared to 2021-2025.
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Grok on Cloudflare
We're partnering with @xai to bring Grok to @Cloudflare AI Gateway.
β’ Grok LLMs, audio, image, and video models are now available through AI Gateway
β’ Billed directly through Cloudflare
β’ No additional auth, env, API keys needed
πππ.π°πΈ.πππ("π‘ππ/ππππ-πππππππ-πππππ-π·.π»-πππππππ ")
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π
$V CEO: Agentic commerce could structurally increase transaction count
"What might used to have been 4 items that I buy in 1 cart from 1 merchant is more likely to be 4 separate transactions at 4 separate merchants as my agent optimizes on my behalf."
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Genuinely bad people never trust or understand the motives of good peopleβ¦
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Incredibleβ¦
News: The Trade Desk has appointed Nate Olmstead as CFO. He becomes the companyβs fourth finance chief in roughly a year and will join on July 9, reporting to CEO Jeff Green.
adweek.com/media/the-trade-dβ¦
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π SpaceX is set to be the largest IPO in history.
Wednesday, June 3rd: our two-part presentation on $SPCX.
12:30 ET β @HedgeyeIndstrls on launch economics & Starship.
2:00 ET β @HedgeyeComm on Starlink & xAI.
Get access below:
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Excited to team up with @HedgeyeIndstrls on the $SPCX IPO!
Jay is going to bring his expertise on transports and aero/defense, while @HedgeyeCommOR and I tackle Starlink and Grok/xAI!
Contact sales@hedgeye.com for access!
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