Rodrigo Pacheco

Titular de Imagen Empresarial y sección negocios en Imagen Televisión y columnista en Dinero, conferencista.

[Rodrigo Pacheco @Rodpac]

Esta es una de las gráficas más importantes para entender a México, retrata la proporción de clase media por estado. Es claro que es pésima idea electoral denostar a la clase media. Excelente diseño @Excelsior con datos de @INEGI_INFORMA

[Rodrigo Pacheco @Rodpac]

Ya cambió de estrategia, lo cual quiere decir que estaba pasmado o no llegó a un acuerdo con los demócratas.

[Rodrigo Pacheco @Rodpac]

@marcooviedo Incluso más cercano que Alice Huang a Jensen Huang. No estaría seguro a menos que el plan sea que Victoria se vaya en el 2027 y él se convierta en gober.

[Rodrigo Pacheco @Rodpac]

@nvidia @CommerceGov @TheJusticeDept https://t.co/X08GJ3b20w

[Rodrigo Pacheco @Rodpac]

La investigación a @nvidia por su relación con Megaspeed se transfirió de @CommerceGov a @TheJusticeDept 👇🏾

[Rodrigo Pacheco @Rodpac]

@paul_larag 😂😂😂

[Rodrigo Pacheco @Rodpac]

El mejor meme de la semana 😂

[Rodrigo Pacheco @Rodpac]

Vale la pena ver la entrevista completa que le hizo @Douthat60 a @realDonaldTrump en @60Minutes https://t.co/Rqy1p8k639

[Rodrigo Pacheco @Rodpac]

La producción de automóviles en octubre cayó 17.7 y las exportaciones se desplomaron 17.85%. El peor descenso desde octubre 2021. En el acumulado enero-octubre, producción-3.95% y -3.28% en exportaciones. Datos @INEGI_INFORMA @AmiaMexico

[Rodrigo Pacheco @Rodpac]

En octubre la inflación se ubica en 3.75% a tasa anual con una variación de 0.65%, en septiembre estuvo en 3.45% anual. La subyacente experimentó una variación de 0.34% y a tasa anual 3.8%. Datos @INEGI_INFORMA

[Rodrigo Pacheco @Rodpac]

Muy buen lunes, ya por comenzar @Imagen_Mx Empresarial.

[Rodrigo Pacheco @Rodpac]

@nvidia @JensenHuang https://t.co/WfuVliMCpQ

[Rodrigo Pacheco @Rodpac]

El Consejo de Administración de @nvidia comienza una investigación por la relación de @JensenHuang con Alice Huang que era una espía para China. El fundador de @nvidia pidió perdón por la infidelidad. 👇🏾

[The Kobeissi Letter @KobeissiLetter]

The global rate hike cycle is accelerating:

~45% of global central banks have raised interest rates over the last 3 months, the largest total in 3 years.

This proportion has surged +40 percentage points since March.

By comparison, between 2024 and March 2026, more central banks were cutting rates than raising them.

Furthermore, global central banks have delivered 42 rate hikes over the last 6 months, the largest number since late 2023.

This figure has quadrupled over the last 7 months and is comparable to the rate hike cycle seen in 2019.

The global monetary tightening cycle is gaining momentum.

[Rodrigo Pacheco @Rodpac]

Teotihuacán

[SemiAnalysis @SemiAnalysis_]

We Visited China’s Stargate in Inner Mongolia
A wind-powered 800MW campus,
120MW built within a year,
a 5MW SST-native 800V DC pilot and a cooling design without central chillers

https://t.co/t1CnGzAVgG

[Rodrigo Pacheco @Rodpac]

Es el esceptisismo de: Move fast and break things y Don't be evil.

[Ethan Mollick @emollick]

As a longtime reader (and writer of two small pieces in the 1990s) of WIRED, I was curious if the coverage of the AI era really does differ from its coverage of the early internet. A couple of experiments with Astra shows it does. Interpretation depends on your view of AI, though

[Rodrigo Pacheco @Rodpac]

En los números del 3° trimestre de @AnthropicAI el incremento en el precio del cómputo se explica por el error de cálculo de @DarioAmodei al no hacer yoloing, buen punto el de @sebkrier

[Séb Krier @sebkrier]

It depends a bit on what we mean by RSI I guess. I think foom or hard takeoff etc are pseudoscience. I'm not too fazed by many parts of the model development stack getting automated and employees getting more productive as a result - that's kind of already priced into my model of the world, and as the report notes this is mostly AI assistance rather than closed-loop autonomous R&D.

It's not clear to me that this leads to an exponential improvement on all capabilities but it's hard to say, I still expect them to progress rapidly. Maybe seeing similar trends on ecologically valid non-coding/maths evals would move me? I generally think the ECI index is an okay ish proxy measure out there, so seeing that grow exponentially would also be a signal but not determinative. A x1.9 step change isn't the same as sustained exponential or hyperbolic growth across the board. Ultimately a lot of these evals/benchmarks are really flawed and so many of these kinds of analyses index on them.

It also seems like maintaining this for large amounts of time seems hard to sustain and we're already seeing diminishing returns: Ant's spending has grown far more than the model gains in the last year. In their S-1 Ant's R&D spend went from ~$1.85B in H1 2025 to ~$9.7B in H1 2026 (and ~$9.5B in Q3)-a >5x jump in spend for a ~1.9x faster benchmark slope.

The ratio matters to me, and if this reversed in the coming years then I would have to seriously reconsider my views. In fact I think a more useful measure with these graphs would be to account for the amount of dollars invested - I suspect often they would look concave instead of convex. If that ratio reversed and we saw accelerating gains per R&D dollar via autonomous algorithmic discovery, I'd seriously reconsider my views.

Also finally, to the extent that concerns are about societal transformation, then it's less about models and more about the deployment side, and that this side has far more bottlenecks and serial-time dependent considerations. This is the part I'm more interested in ultimately and keeping an eye on.

[Rodrigo Pacheco @Rodpac]

@MrBTCFlorida Nada que perder y resentido por la derrota. Es una combinación peligrosa.

[Rodrigo Pacheco @Rodpac]

No es broma

[Rodrigo Pacheco @Rodpac]

La velocidad de la mejora recurisiva. Aunque @AnthropicAI debute a 1.2 billones estará barata en un horizonte de 5 años.

[METR @METR_Evals]

We reviewed the “Risks from automated R&D” section of Anthropic’s August 2026 Risk Report, with access to the nonpublic version.

We focus on the report’s claims about catastrophic risks from automated AI R&D and about whether Anthropic had crossed relevant capability thresholds.