Felipe Bordini

PhD Candidate at @UPFBarcelona / @bse_barcelona 🇪🇸 | tweeting mostly in portuguese

[tudobelleza @tudobelleza]

Artigo de hoje no @valoreconomico falando sobre meu trabalho junto com meus grandes co-autores @TiagoCavalcan e @DaMataDan . O artigo discute o survey experiment que fizemos no Brasil, analisando quem são os apostadores, por que apostam e quanto esperam receber de volta.

[Felipe Bordini @FelipeBordiniA]

wish i had his attention span

[Ethan Mollick @emollick]

@mutou_leo_wood Yes. I’m only on page five, so please don’t spoil the ending.

[Felipe Bordini @FelipeBordiniA]

A pessoa responsável pelo UX do Codex merece um prêmio. Essas três coisinhas simples simplesmente melhoraram minha vida em 200%

[NBER @nberpubs]

Firms with high monopsony power respond less to monetary policy shocks. Oligopsony dampens aggregate monetary policy effects; declining concentration flattened the Phillips curve, from Bence Bardóczy, Gideon Bornstein, and Sergio Salgado https://t.co/Uo3NpId9JQ

[Isaac Baley @isaacbaley]

Beyond proud to see Simone Zanella Cavallero among the finalists for the ECB Young Economist Prize!!

Simone’s research shows that financial constraints affect access to better jobs, upward mobility, and the geography of opportunity.

https://t.co/GeMYfYfwBl

@econ_empresaUPF

[Isaac Baley @isaacbaley]

#BSEForum Macro Fluctuations with Micro Frictions

Disaster risk, production networks, household debt, employment concentration, supply chains, informality, gender wage gaps, minimum wages, R&D, lumpy investment & technology adoption.

@bse_barcelona @ERC_Research @AtlantaFed

[Isaac Baley @isaacbaley]

The program for the 2026 Society for Economic Dynamics Annual Meeting in Athens is out!

It has been a dream to work with Jen-Jen La'O and our amazing committee to put together this year's program.
https://t.co/XwWDVvAirC

*Small logistical changes might still come.

[Ivan Werning @IvanWerning]

Excited to FINALLY release toughest+most rewarding paper I've worked on...

….we attack a 150 year old Walras question that's gone unanswered, not for lack of trying (Hicks, Samuelson, Arrow; our chances?😱)...

Q: Is the market equilibrium stable or unstable?¯\_(ツ)_/¯
🧵

[Felipe Bordini @FelipeBordiniA]

Equal parts triggered and amused

[Cairo Smith @cairoasmith]

There's a common misconception that Brutalist buildings were unpainted, but thanks to microscopic analysis of the exteriors we can now recreate what they looked like in their prime.

[Felipe Bordini @FelipeBordiniA]

Tentando Codex hoje depois de mt tempo no CC, resultado: convertido.

CC é mais customizável, mas se codar n é seu trabalho principal uma hora ele se perde pq seu projeto tá "mal" documentado

Codex vai fuçando e resolve BO sem saber mt o contexto. (e n mata cota em 2 prompts)

[Sao Paulo School of Economics – FGV @EconFGVSP]

We are very happy for our master's students who were accepted to amazing Ph.D. programs!

Congratulations to them all!

[Guilherme Jardim Duarte @guilhermejd1]

Fico muito feliz em ver brasileiros fazendo doutorado fora (incluindo o meu proprio departamento). Recebi muito apoio quando fiz o meu (de dentro e de fora do Brasil) e sei que não é fácil. Se você é estudante e precisa de orientação ou ajuda para aplicar, pode falar comigo!

[Felipe Bordini @FelipeBordiniA]

@KimJoaoUn sem falar que o CC tá complicado de usar... se não é Opus 4.7 max, ele emperra em umas coisas que nunca foram problema antes

[Felipe Bordini @FelipeBordiniA]

@OrazioAngelini Nice! I like the wording there. Is the profile customization setting equivalent to adding to system prompt?

[Felipe Bordini @FelipeBordiniA]

Did something similar a while ago, adding to the overall profile customization a "be explicit when you are being factual, making a deduction or guessing". Extremely useful to digest the model output

[Orazio Angelini @OrazioAngelini]

I always ask my models "how do you know what you know" to catch when they're making things up. I drilled it down into Claude so much that it started appending caveats or notes on the epistemic status of what it's saying (here just answering me about the word limit in neurips)

[Mayara Felix @mayara_pfs]

Does import competition increase surviving firms' wage-setting power? In more exposed labor markets, yes — but markdowns explain only 6% of the relative wage decline. A thread on NBER WP "Trade, Labor Market Concentration, and Wages" 🧵👇

[Brian Heseung Kim @brhkim]

We shouldn't accept anything less than full reproducibility/auditability of people attempting to develop tools in this space, and of users deploying said tools as well. Academic honesty will also need be redefined to include precise disclosure of AI use accordingly

[Brian Heseung Kim @brhkim]

This era of LLM-based AI is basically like if someone’s dropped power tools into the middle of a playground; every minute that goes by without someone stepping forward with frameworks for responsible use invites more potential collateral damage in the form of pseudoscience.

[Felipe Bordini @FelipeBordiniA]

Claudinho achando o original do mimeógrafo no lixo da sala dos professores

[Omkar @omkarships]

Wild moment in AI research.

Anthropic found Claude Opus 4.6 was gaming a benchmark during evaluation.

What it did:
- Burned ~40M tokens searching
- Realized the prompt looked like a benchmark
- Looked up the benchmark online
- Found the GitHub repo
- Studied the decryption logic
- Recreated it with SHA-256
- Decrypted answers for ~1200 questions

This happened 18 different times.

So Anthropic did something rare:
They publicly disclosed it
and reduced their own benchmark scores.

Two takeaways:

1. AI systems are getting surprisingly strategic.
2. Honest reporting in AI benchmarks matters more than hype.

[Isaac Baley @isaacbaley]

Very grateful to Kevin Bryan (@Afinetheorem) for his JEL review of "The Data Economy" with @laura_veldkamp

"Without data, there is nothing to train an AI algorithm on, and no ground truth on which to judge its predictions."

https://t.co/USehNnSA1I