albert b chu 🐶 (@chubert) header
albert b chu 🐶 (@chubert) profile picture

CFO & Board Director, Gluefi • Managing Partner, Poppyseed • ex-Co-CDO, SOMPO Holdings • AI, tokenized money, Japan and what comes next • dog-obsessed

Silicon Valley
Joined July 2008
Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)Photo by albert b chu 🐶 (@chubert)
Japan's national broadcaster is going to air a documentary tonight about Christian nationalism in the United States. Their preview video begins with a clip of Trump's social media post depicting himself as Jesus Christ.
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albert b chu 🐶 retweeted
$PLTR There is a delicious irony from Palantir's earnings this quarter. - In 2023, people criticized Karp for Palantir not building a LLM. - In 2024, people called AIP an "AI wrapper" (and some continue to do so). - In 2025, people questioned what moat Palantir has, saying (not always ironically) that Palantir could be vibe-coded. - Earlier in 2026, people questioned how Palantir would do if the US government heavily restricted Anthropic (and OS/OW Chinese models) from usage. - Now, Palantir is fine-tuning models to specific enterprises and applications, providing tangible ROI. In some cases (see McCarthy and $LHX reads below) the results seem almost impossibly good. LLMs are the commodity. That has some value, to be sure. But Palantir has a moat.
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albert b chu 🐶 retweeted
Proud to announce that Mural has raised $28M in total funding, including a $15M Series A led by @Tether_to, with participation from @NorthIslandVC and our existing investors. Fortune has the exclusive (link below). 🧵
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albert b chu 🐶 retweeted
This is another one of those niche benefits to Gulf Florida that no one talks about - the sun doesn’t set at 4:30pm in the winter
we are officially weeks away from the sun setting at 4:30 pm. please begin mentally preparing to eat your dinner in the pitch black.
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albert b chu 🐶 retweeted
After 9 years. 16K+ family homes. 500M sqft inside real homes covered, we know home robots are being built in wrong order. So we built Matic the way nature grows a child. Finally, sharing our vision: 1.⁠ ⁠Why robots get stuck at the demo 2.⁠ ⁠Why labs can't ship robots 3.⁠ ⁠Why we started with eyes, not hands 4.⁠ ⁠The 99.999% rule in robotics 5.⁠ ⁠Where Matic is going next 1. Why most robots get stuck at demos Robot demos look brilliant in a room arranged around its limitations: familiar lighting, predictable furniture, nothing troublesome on the floor. A family’s home makes no such accommodations. There are cables, toys, shifting rugs and, occasionally, dog poop. Yes, humanoids will need to avoid that too. Repeating a task under familiar conditions of uncluttered floors is not the same as handling an unfamiliar home with all its chaos. 2. Why labs can't ship robots SLAM (Simultaneous Localization and Mapping) is how a robot maps its surroundings and locates itself within them. Ask most academics and they'll tell you it's a solved problem. But real homes are the most chaotic spaces that exist. There are glass doors that look like open doorways, mirrors, stairs, rugs, charging cables, and Legos placed all around. So ask yourself: if indoor mapping and navigation is "solved," where are the robots? Why aren't airports, hotels and grocery stores full of them? Calling it “solved” misses the question families actually care about: can I leave this thing alone and trust it? 3. Why we started with eyes, not hands Nature doesn't give birth to a fully working human. We took our cue from how nature develops humans: capabilities built on one another. Children learn to see before they learn to grab, and to grab before they learn to plan and handle the unexpected. Perception comes first. Manipulation follows. More complex responsibilities come after that. At every stage, the robot must earn the next job by doing its current one well enough. Before asking a robot to pick up a sock, we wanted it to understand where it was, where the sock was, and how to reach it. Most of the industry started at the top, with humanoids. We started at the bottom, with a robot whose job is to see and move through a home precisely with 1cm accuracy in any lighting condition. Floor cleaning gave that foundation an immediately useful job. It forced us to confront navigation, clutter, privacy and everyday reliability before reaching for more complex chores. The floor cleaner isn’t a detour from our larger ambition. It is how we’re building toward it. 4. The 99.999% rule in robotics At 90%, one in ten decisions is wrong, and a robot makes thousands in a single clean. That's the robot that bumps, gets lost, and falls down the stairs. Every extra nine is a new mountain. The failures get rarer, harder to find, and exponentially harder to fix. They barely even happen until they happen in your home. Matic's visual SLAM runs at 99.999% in 16K+ homes. We’re the ONLY unsupervised home robot at scale with pure vision-only full autonomy. If you ask us, the gap between 80% and 99.999% is where our 9 years of engineering went. We close that gap inside real homes. When Matic handles something imperfectly, it saves a short clip and keeps it on the device. It only leaves if the family chooses to share it. If they do, it gets labeled, fed back into the model, and every Matic gets smarter, including theirs. Families control what leaves their homes. We do the work of making the product better. Better robots earn trust > trust brings more homes > and more homes teach the robot more. 5. Where Matic is going next Phase one was perception and it's nearly done. Matic has covered 500 million square feet, 400K miles in thousands of real lived-in homes. Now phase two is going to be about manipulation. And our idea is to build a robot that doesn't just move through your home, but acts in it to eliminate even more chores. Each step must be useful today, not justified by something we promise tomorrow. The evolution of Matic is the revolution. The goal isn’t to put the most impressive humanoid in your living room. It’s giving your family time and energy back through robots that earn your trust, protect your privacy, and help without becoming another responsibility. More time for each other. Less work getting in the way. That’s Matic. Get yours today at maticrobots.com
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albert b chu 🐶 retweeted
Asian Americans are significantly more interested in walkable neighborhoods than other Americans. vox.com/future-perfect/50220…
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Interesting! My followers are generally anti-Flock but strongly supportive of data centers.
Which of the following best describes your views on Flock and data centers (DCs)?
41%Pro-Flock, pro-DCs
50%Anti-Flock, pro-DCs
1%Pro-Flock, anti-DCs
7%Anti-Flock, anti-DCs
9,915 votes • Final results
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albert b chu 🐶 retweeted
"All in, we reiterate our Buy rating and $200 TP, as Palantir continues to stand apart in its ability to convert AI demand into measurable customer value while delivering a rare combination of growth and profitability." "The Bootcamp reinforced our view that the Ontology, AIP, and sovereign AI capabilities provide durable differentiation as enterprises move AI into production." "AIP Evolve is new, and the principal product for operationalizing this vision, dynamically optimizing AI workflows across quality, cost, latency, and control. "Evolve can test different models, including frontier, open-weight (@nvidia Nemotron highlighted multiple times), and proprietary, against a customer’s hierarchical needs. It then identifies opportunities to reroute workloads, rewrite prompts, or replace unnecessary model calls with deterministic code." "This provides 'model liquidity', or the ability to leverage multi-model strategies without requiring customers to rebuild the surrounding workflow amidst ongoing technological advancements, or pricing and provider policy changes." "Palantir’s AutoTune capability within Evolve fine-tunes models using the governed feedback generated by the workflow, helping customers retain proprietary knowledge within their own environment and reduce the need to repeatedly expose sensitive context." "In our view, multi-model support, evaluation-driven routing, and controlled fine-tuning address several of the most pressing barriers to scaled enterprise AI."
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albert b chu 🐶 retweeted
Really like this chart The "safety" premium correlates with periods of rapid dollar reserve growth, both absolutely and relatively to Treasury issuance (plus the pandemic period) so it intuitively makes sense to me
Treasurys, long the world’s preferred “safe” asset, are looking less safe. Relative to other securities, their yields are no longer quite so low, and in moments of stress, they don’t behave like a haven. My latest: wsj.com/finance/investing/th…
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albert b chu 🐶 retweeted
My editor @CrownPublishing asked: “Why do you want to publish this book so quickly?” My answer: Because watching executives pour millions into the wrong approach to AI transformation kills me. There’s no time to waste. AI transformation is happening now. Getting it wrong is costly. Getting it right is urgent. Pre-order AI Native: The Mandate to Transform Your Company now. [Links in post] eBook & audiobook: Sept 15 Hardcover: Nov 3
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albert b chu 🐶 retweeted
A wildfire outbreak is exploding across Washington, with tens of thousands of acres burning an hour. The New Old Trails Fire near Spokane is threatening hundreds of homes, while another fire has ignited east of the city. Not good.
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albert b chu 🐶 retweeted
Nvidia CEO Jensen Huang is keeping his eye on Google. “If anyone is in a position to really seed the market with competing chips, it's Google.” — @amir, Co-Executive Editor
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Except unlike abortion, the Court's ruling on birthright citizenship is backed by supermajority public opinion.
Repealing birthright citizenship needs to become the new Roe vs Wade project for the right. Only select SCOTUS justices who will vote to strike down birthright citizenship.
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albert b chu 🐶 retweeted
Top 50 All-Time World Cup Players ⚽️ 1. 🇧🇷 Pele 2. 🇦🇷 Diego Maradona 3. 🇦🇷 Lionel Messi 4. 🇩🇪 Franz Beckenbauer 5. 🇧🇷 Ronaldo 6. 🇫🇷 Zinedine Zidane 7. 🇧🇷 Garrincha 8. 🇫🇷 Kylian Mbappe 9. 🇩🇪 Gerd Muller 10. 🇩🇪 Miroslav Klose 11. 🇳🇱 Johan Cruyff 12. 🇩🇪 Lothar Matthaus 13. 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Bobby Moore 14. 🇮🇹 Paolo Rossi 15. 🇧🇷 Cafu 16. 🇧🇷 Jairzinho 17. 🇮🇹 Fabio Cannavaro 18. 🇵🇹 Eusebio 19. 🇪🇸 Andres Iniesta 20. 🇧🇷 Carlos Alberto 21. 🇧🇷 Romario 22. 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Bobby Charlton 23. 🇫🇷 Just Fontaine 24. 🇮🇹 Roberto Baggio 25. 🇮🇹 Giuseppe Meazza 26. 🇪🇸 Xavi 27. 🇦🇷 Mario Kempes 28. 🇫🇷 Michel Platini 29. 🇮🇹 Paolo Maldini 30. 🇭🇷 Luka Modric 31. 🇩🇪 Thomas Muller 32. 🇷🇺 Lev Yashin 33. 🇧🇷 Rivaldo 34. 🇭🇺 Sandor Kocsis 35. 🇭🇺 Ferenc Puskas 36. 🇩🇪 Philipp Lahm 37. 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Gordon Banks 38. 🇩🇪 Jurgen Klinsmann 39. 🇨🇲 Roger Milla 40. 🇧🇷 Roberto Carlos 41. 🇧🇷 Didi 42. 🇧🇷 Ronaldinho 43. 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Martin Peters 44. 🇫🇷 Antoine Griezmann 45. 🇩🇪 Rudi Voller 46. 🇦🇷 Daniel Passarella 47. 🇫🇷 Didier Deschamps 48. 🇧🇷 Leonidas 49. 🇧🇷 Vava 50. 🇩🇪 Fritz Walter Source: Sport Bible via The Independent
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albert b chu 🐶 retweeted
it’s fascinating how much modern internet driven capitalism turns everything into a slop bowl. starting with chipotle, through to infinite salad places, etc. if you think deeply it makes a ton of sense because the bowl is the perfect capitalist vessel.. it’s: - incredibly modular (swap proteins/bases, same labor flow) - easily swappable labor - optimized for throughput (assembly is linear, no plating skills required) - margin friendly (+ tons of room for upsells) - instagram native (overhead shot, radial food composition, screams “healthy”) this same dynamic is now proliferating across froyo which is effectively yet another sorta premium slop bowl (+ insane lines too boot) which also costs upwards of $15-20 per instance. pretty fascinating to see internet driven convergence of every dynamic.
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Sen. Tillis unloads on Sen. Lee over the SAVE America Act to reporters, saying the talking filibuster idea is “goofy stuff” and says Lee is either motivated by “naivety or a desire to get more likes on a social media post, maybe both” “I never speak ill of members when they want to be professional and they want to engage in a productive way, but when you do some of the bullshit he's done on social media, that's why he gets these comments out here”
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albert b chu 🐶 retweeted
Vessel traffic in the area of the Strait of Hormuz via automatic identification system (AIS) data from MarineTraffic.com shows a few vessels have transited in the last 24 hours using the Iranian traffic separation scheme. No traffic appears to transit outside of that; however, it has been reported that ships have transited under U.S. air cover without utilizing AIS.
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albert b chu 🐶 retweeted
Bitcoin is like a dog with fleas right now, but that is exactly why people should be interested. You want to buy things when they are out of favor. If the government keeps printing money, bitcoin will always go higher over time. I explained on @SquawkCNBC this morning.
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The Iran War is impacting Japan's tofu industry: •There is a shortage of oil-derived plastics for making tofu packs and ink used for printing labels. •Japanese law requires that certain information be printed on food packages, so they can't ship them with blank labels. •According to one company president, “At this rate, we’ll run out of packs after Golden Week. Certain types of packaged tofu will disappear from supermarkets.” •Higher energy prices will make it more expensive to operate heating vats to make tofu. So even if they can make packaging and print labels, prices will go up. •The food industry is calling on the Japanese government to provide accurate information about the supply of oil-derived naphtha, which is needed for producing various plastics, inks, and other products.
This quoted post is unavailable.
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albert b chu 🐶 retweeted
"You mentioned the First Lady. Her face, she looked very alarmed. Was she scared?" @POTUS: "Who wouldn’t be when you have a situation like that? I think she realized ahead of time that that was more of a bullet than it was a tray."
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