Ana Lucía Tiscareño Alba

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

@MAGS_SP Ya lo reporte. Numero de reporte D1207650292

[Rowan Cheung @rowancheung]

TODAY'S AI NEWS: Nvidia GTC 2025 just kicked off with some mind-boggling AI and robotics advances!

Plus, more news from Adobe, Anthropic, Google, Meta, Stability AI, and more.

Here's everything you need to know:

[Rowan Cheung @rowancheung]

I got early access to ChatGPT Operator.

It's OpenAI's new AI agent that autonomously takes action across the web on your behalf.

The 9 most impressive use cases I’ve tried (videos sped up):

1. Ordering dinner ingredients based on a picture and a recipe

[The Ocean Cleanup @TheOceanCleanup]

Interceptor 006 has successfully prevented around 3,000,000 kg of trash (and counting) from reaching the Caribbean Sea in the last five months.

As the end of the flooding season in Guatemala approaches, we continue to capture and extract trash with every rainstorm.

[App Economy Insights @EconomyApp]

$META's WhatsApp unveils new business tools.

Another step toward a 'Super App.'

New services without leaving the app:

🍲 Order food.
🚊 Book train seats.
📆 Schedule an appointment.

Purchases using UPI apps, debit/credit cards & more.

Business verifications coming soon.

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

VAHMPE

[ian bremmer @ianbremmer]

usa with a huge global lead in private investment in ai
via ai index report 2023

[Patrick Collison @patrickc]

Solar deployment is now happening at a roughly $500B annualized rate.

Which technology deployments were larger than this? The US's aircraft production during WWII seems to have peaked at maybe $400B (inflation-adjusted). Global datacenter construction appears to be maybe $200B/year.

[Paul Krugman @paulkrugman]

Almost all the inflation news has been good — except for the Fed's measure of "supercore," core services ex shelter. But can we now admit that this is a lousy indicator? As one source said, it's a "dog's breakfast" of strange items 1/

[Paul Graham @paulg]

The real sign of the dominance of electric cars is that they now group hybrids with gas-powered cars. They used to group them with electric.

[Taylor Swift @taylorswift13]

Surprise!! 1989 (Taylor’s Version) is on its way to you 🔜! The 1989 album changed my life in countless ways, and it fills me with such excitement to announce that my version of it will be out October 27th. To be perfectly honest, this is my most FAVORITE re-record I’ve ever done because the 5 From The Vault tracks are so insane. I can’t believe they were ever left behind. But not for long! Pre order 1989 (Taylor’s Version) at https://t.co/12bONe9FJA 🩵😎🩵

📷: Beth Garrabrant

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

https://t.co/HVaVxhSiMc

[Chamath Palihapitiya @chamath]

In May of 2017, I presented at the Ira Sohn conference for the second time. My first pick, in 2016, was $AMZN. In 2017, my pick was $TSLA at a split adjusted price today of ~$22.

https://t.co/ufpQvLyfDu

The comparison I made at that time was that Tesla was like Apple and the Model 3/Y was its iPhone moment.

I thought this quarters’ results were a bit dumped on but I had the opposite reaction.

I think Tesla’s iPhone moment is now at hand:

1) high interest rates today generally diminish demand. Supply chain inflation increases cogs which generally results in higher end prices. Taken together, these phenomenon usually drive lower consumer demand for most companies. But Tesla cut prices and demand grew. While these price cuts eat into their short term margins, higher demand allowed them to make huge profits (because of volume). The takeaway for me is to rationally keep cutting prices to saturate the world with their product. You rarely get a chance to build a monopoly. When given it, take it. Sacrifice GMs in the short term to drive worldwide saturation in the long term - especially if you can be profitable doing it!

2) cogs are now flattening and margins will start going back up as supply chain inflation eases. And as rates eventually start going lower, demand will naturally go up all else equal. Tesla should then be able to flow as much of these to the bottom line but if they keep cutting prices, demand will go nuts while total profitability also still goes up - that’s a unique place to be.

3) they’ve struck deals to share their charging network with other OEMs and now are also in discussions to license FSD. This is Tesla becoming a true platform company that has their “apps” (Model S/3/X/Y) but also enables other “apps”. And a take rate on 3rd party apps is a very lucrative business (see Apple).

4) when Apple ran this similar playbook towards global domination, they took GMs down about 15-20% for a few years between 2012-2014. And they kept them there until 2020 or so and then brought them back up along with prices. The outcome was a $3T company.

Tesla’s upper bound seems still unwritten even while they’ve essentially told us they are going to run the same play.

[Aadit Sheth @aaditsh]

AI will be used in militaries, politics and in the government.

Founder of Scale AI (last valued at $7.3B) talked about the potential of AI to revolutionize the battlefield.

The recording is 1h 37mins.

Here are 7 most important things you need to know:

[Rez Karim @rezkhere]

No more hours of video editing.

ChatGPT can now create a video commercial with the script, voice-over, music and everything with just two prompts.

I will show you how in 4 easy steps 👇

[Rowan Cheung @rowancheung]

AI generated QR codes have been on fire lately.

But AI QR codes combined with augmented reality is next level.

Try scanning the image in the next tweet 🤯

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

El banco central de China recortó su principal tasa de interés oficial debido a que los nuevos datos reforzaron las preocupaciones sobre un estancamiento de la recuperación post COVID-19. El Banco Popular de China recortó su línea de crédito a mediano plazo del 2.75% al ​​2.65%.

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

El Banco Central Europeo ha elevado las tasas de referencia en 25bps para colocarla en 3.5%. El banco reiteró su advertencia de que espera que la inflación "sea demasiado alta durante demasiado tiempo".

[Ana Lucía Tiscareño Alba @AnaLuciaTisc]

En la gráfica de puntos se muestra como los funcionarios ahora esperan que las tasas de interés alcancen su punto máximo en un nuevo rango objetivo de 5.5-5.75 por ciento. Las nuevas proyecciones son medio punto porcentual más altas que el pronóstico anterior publicado en marzo.