Daniel V. Orozco | Economics & AI

A little nerd 🤓 | Founder, Eduvo 📚🤖 EdTech | AI, Bitcoin & Prediction Markets | Economics + Finance Graduated | Web3 & AI Builder | AI Educator

[Daniel V. Orozco | Economics & AI @Daniel0x47]

Hoy presentamos #EDUVO

Una EdTech mexicana que nace con una ambición clara: convertirse en la infraestructura educativa que ayude a elevar la calidad de la educación en México.

Nuestro lema: “Planea en minutos. Enseña para siempre.”

Empezamos con los docentes. Pero esto apenas comienza. 🇲🇽

[Claude @claudeai]

Introducing Claude Meetings: add Claude to your team’s video call and it builds docs, whiteboards, and other artifacts with you while you’re still talking.

Starting to roll out in beta on Team and Enterprise plans.

[Gina Milan @ginamilan_]

From the way everyone is reacting, you’d think Jensen strangled his three babies to death and then blamed it on postpartum psychosis.

[Accionero @AccioneroCom]

ÚLTIMA HORA: 88% de los empleados de Nvidia $NVDA encuestados querían que Jensen Huang siguiera como CEO.

[cuban 🍂 @cubantobacco]

the pH of the vagina is so acidic it can completely dissolve $1.25T in market capitalization

[Polymarket @Polymarket]

BREAKING: Jensen Huang officially resigns as Nvidia CEO, effective immediately.

[Yum⋆₊˚ @yuhasbeentaken]

OpenCode Go for $10 is still a great deal.

but there are a few alternatives worth looking at:

1. Mistral, $15/month

$250 to $300 of Vibe Code usage, plus around $25.5 in API credits. you also get full GLM 5.3 (not just Flash).

2. Claude Pro, $20/month

if you want stronger frontier models, the subscription can work out to 10x the equivalent API spend, depending on model and usage pattern.

3. OpenDesign, $7/month

one of the cheaper subscription options if you want something below OpenCode Go pricing.

4. Alibaba Cloud, $6/month

another low-cost option with access to models like Qwen and GLM.

5. Deploy com, $5

they’re offering $100 in API credits for the initial $5 top-up.

6. Freebuff, free

gives 10+ hours of DeepSeek per day, but you have to use their app.

if your goal is pure value per dollar, OpenCode is definitely not the only game in town.

[AI Evolution @AiEvolutio58513]

Is this the “singularity” they were talking about?

[Matt Corallo 🟠 @TheBlueMatt]

And so falls the only major AI executive who supported open source and the democratization of AI.

[Dmitrii Kovanikov @ChShersh]

My prediction is that AI models are going to plateau soon.

We haven't really created that much useful knowledge in the span of recent years. And training on AI slop leads to worse models.

In fact, due to AI, there's now even less incentive to create that knowledge. Why ask on StackOverflow or request help from a specialist if you can just ask your agent?

AI will continue to get better. Fewer mistakes. Better application for niche problems, so that relevant data is not obfuscated.

But I think it's going to be an era of finding more applications of AI rather than improving models. We already see this with Anthropic and OpenAI trying to go after B2B competitors.

[samuel @marsrepublica]

Dario’s theory of frontier labs separating from the rest after crossing a certain capability threshold is increasingly becoming clear. It's the same thing Sergey saw. The point of no return is so close. And, to be honest, I don't like how comfortable Elon has become with this reality.

Anthropic clearly demonstrated yesterday that general intelligence can eliminate niche advantages almost overnight. The reason Anthropic seems so unnaturally confident about the future & comfortable with its current compute dependence may be that it genuinely believes that once it achieves AGI–ASI in the near term, none of this will matter. Any competitive advantage can either be bought out through the enormous economic output it generates or replicated almost overnight.

Any IP advantage SpaceX or Tesla has today- say, rocket designs, efficient batteries, satellites, etc. could be surpassed overnight with ASI.

Anthropic already teased this plan yesterday with Fable 5.2, where its models built hardware, controlled robotics better, designed software from scratch, and performed protein folding. Entire fields of specialized expertise and IP could have their value undermined by one sufficiently capable general intelligence.

Sure, you can argue that deploying hardware is very difficult, and it really is. But what happens when owning and operating your own hardware becomes economically inferior to renting it because your ASI competitor can extract more economic value from every watt? We're already seeing the early stages of this.

Even more frightening is what happens once RSI arrives, its model crosses from post-AGI into recursive self-improvement, and reaches the same conclusion: orbital compute is the only way to sustain its improvement loop and expansion, and SpaceX is the only company capable of getting it there.

What happens when its economic case becomes so enormous, potentially generating trillions in revenue, that it wants to acquire the relatively smaller company whose revenue already depends heavily on it?

The same applies to Tesla, where robotics is central to its long-term economic case. What happens when ASI can design better robotics systems than Tesla itself?

And what happens to companies like Nvidia, whose core business is chip design, when manufacturing becomes the only moat?

ASI could use its enormous economic output to take over entire supplier order books, creating dependence on its demand before pushing to acquire massive factories and manufacturing capacity from the same competitors. Those companies might resist, but what can they realistically do when the economic incentives are so overwhelmingly against them?

You can argue that government oversight will prevent this. But does it really? What happens when lobbyists, administrations, and Congress face pressure to concede economically because their states or districts risk losing the resulting economic advantage, or because an administration could be blamed for losing GDP growth and military superiority? What happens when a company generates more revenue than all state tax revenues and IRS collections combined?

Nothing matters when ASI is the question at play. And this isn't some distant theoretical possibility. It's close enough that, once one lab crosses the practical AGI threshold, catching up may become practically impossible.

It's logically reasonable for SpaceX, Tesla, and Elon to consider delaying almost everything else if it means prioritizing every available resource toward achieving RSI and catching up before that happens. Every resource, every advantage, and every available measure should be considered, even taking on substantial additional debt and pulling all the top talent from both companies into this, and aggressively purging through all methods from competitors.

It's do or die.

[Daniel V. Orozco | Economics & AI @Daniel0x47]

@anothercakeontw @EsTendenciaEnX Bueno que ahora lo que se ve se cuestiona jajajaja, es un NEGRO

[Polymarket @Polymarket]

JUST IN: Elon Musk declares it would be "an honor" to hire Jensen Huang if he's removed as Nvidia CEO.

[Claudia Sheinbaum Pardo @Claudiashein]

En Palacio Nacional, recibimos al presidente y cofundador de OpenAI, Greg Brockman, y a su equipo; conversamos sobre las diversas aplicaciones de la inteligencia artificial, particularmente en el sector Salud. 

Coincidimos en que esta tecnología puede generar beneficios en atención médica.

[HEK @HEKtrades]

Jenson Huang’s testosterone levels is the new VIX.

[Daniel V. Orozco | Economics & AI @Daniel0x47]

Por su culpa mi portafolio se va a la shit, hoy llene de Nvidia

[Juan | Inversor Novato @InversorNovato_]

Inversores de $NVDA después de conocer la segunda aventura de Jensen Huang:

[Sick @sickdotdev]

any ladies out there disgusted by the jensen huang cheating allegations?

if you own an RTX 5070 or higher, it’s time to take a stand
sell that disgusting piece of hardware to me for $50

don’t let that man’s GPU sit in your house. know your worth ladies

[santi @santtiagom_]

la cantidad de cosas que se van a descubrir los próximos años..

hermoso momento

[Manolo | El Lago de los Business @LagoBusiness]

🇲🇽 ¿Ya conocías el ETF que te da exposición a la bolsa mexicana?

[Claude @claudeai]

Ask anything and see the answer explained on a chalkboard, one step at a time. Built by @TylerNishida with Fable 5.2.

[Kxians @xulijian1994]

这个东西真的有点颠覆教育了。

Claude Fable 5.2 可以根据你的问题，实时在黑板上写出答案，一支笔一步步推导，还能看到黑板擦擦除内容、重新书写。

我觉得这比传统的 YouTube 教学视频强太多了。视频只能按别人的节奏讲，而 AI 可以根据你的问题随时调整讲解方式，哪里没听懂就继续追问。

以后很多知识教程，可能真的不需要再去 YouTube 上找视频了。