Nic

"Hambre de Gloria, Sed de Victoria" - Mercados y Negocios. Siempre creciendo.

[Nic @SatoshiNic]

En este hilo voy a ir dejando lecciones de vida y reflexiones cual estoico:

1) No te apures por mostrar, apúrate por Hacer. Los que consiguen el éxito son los que más hacen y mejor. Mostrar es una manifestación del Ego carente de sustento

[Nic @SatoshiNic]

@AlTopeyPunto891 Vos sabes que por muchos años los bolivianos no tenían inflación, dólar barato y realmente vivían muy bien especialmente en las ciudades

[Arrepentidos de Milei @ArrepentidosLLA]

GRANDES NOTICIAS para los argentinos 🥳

Más de 3 millones de hogares recibirán un AUMENTO DEL 100% en su TARIFA DE GAS. El Congreso votó eliminar el subsidio para zonas frías

El dinero ahorrado irá destinado a los viajes a Tel Aviv de Javier Milei y su hermana 👏🏻

[Nic @SatoshiNic]

@JegFabi @argennoti @miguelerglis Totalmente mentira esa inflación!

Fíjate cuánto están en big Mac antes de que entre. 1,24 dólares , 250 pesos aprox. Hoy está 7,46 y 20mil pesos. Más del 700% en dólares! Y en pesos 2000% más! Es el ajuste y la inflación en dólares más alta que se vio! Un ladrón

[Ben Norton @BenjaminNorton]

Actually existing libertarianism: Argentina's self-declared "anarcho-capitalist" leader Javier Milei is rapidly deindustrializing the country.

Milei's "free market" policies have resulted in the world’s second-worst industrial decline.

Argentina’s manufacturing sector declined by 7.9% from 2023 to 2025 (surpassed only by Hungary). More than 2,400 industrial companies have closed and 73,000 manufacturing jobs have been lost, representing 5% of Argentina's total industrial companies.

By contrast, in Brazil, where the government has engaged in industrial policy to support domestic manufacturing, industry grew by 3.5% in the same period.

Source: https://t.co/T4m6Dp8SbF

[Nic @SatoshiNic]

@MatiasBoier @porquettfin Cuánto son las expensas? Es mucho? Vale la pena? Es oportunidad)

[Nico @nicos_ai]

En lugar de ver Netflix este domingo, dedica 1 hora a esto.

Un CURSO COMPLETO de Claude que te enseña a automatizar lo que te roba 3 horas al día.

El lunes lo agradecerás.

[Ismael Sanz @sanz_ismael]

El auge de una cultura postalfabetizada —pantallas, vídeos cortos, textos fragmentados— no solo está erosionando la concentración y la lectura profunda. Está empezando a generar una nueva forma de desigualdad cognitiva. The New York Times
Como con la comida ultraprocesada, leer bien exige recursos, tiempo y entorno. La “lectura experta” reconfigura el cerebro y sostiene ciencia, democracia y pensamiento crítico. Si se convierte en un lujo, las consecuencias serán sociales y políticas https://t.co/YJaCTIzHn0

[MindBranches @MindBranches]

This article just won Dan Koe $250,000 from 𝕏

Article Summary: Full guide: how to unlock extreme focus on command

[aditya @adxtyahq]

Claude Startup Program is also OPEN btw

> API credits for early-stage startups (up to ~$25K)
> Built by Anthropic (Claude)
> No VC needed (unlike OpenAI)
> Selection based on product + real Claude usage
> Actually friendly to bootstrapped founders

Apply: https://t.co/KQIgRqfPan

[Grant @Grantblocmates]

Anthropic have just buried OpenAI and ChatGPT with this ad lmfao

There’s no coming back from that

[Guillermo Casaus @_guillecasaus]

🚨 Este tipo acaba de lanzar un tutorial completo de 5 horas para dominar Claude.

Aprendes a construir, automatizar y crear todo tipo de proyectos usando Claude paso a paso.

Si estás aprendiendo IA, esto te interesa �

[Aakash Gupta @aakashgupta]

Goldman just told every SaaS CEO their business model has a five-year shelf life and the market hasn’t repriced accordingly.

The headline number is $780 billion in application software by 2030, 13% CAGR. Sounds like growth. But agents capturing 60%+ of that economics means the profit pool migrates away from per-seat subscriptions toward workflow-completion pricing. The market gets bigger while the legacy revenue model gets smaller. Two things happening at once.

This is already showing up in the data. Seat-based pricing dropped from 21% to 15% of SaaS companies in just twelve months. Hybrid pricing surged from 27% to 41%. Klarna doubled revenue per employee after deploying agents across core workflows. SaaStr is actively downgrading seat counts at vendors because they have 12+ AI agents in production replacing human users.

The math problem for incumbents is brutal. Salesforce charges up to $500/seat/month at top tiers. When one agent automates what ten humans used to do, charging per seat becomes a penalty on the vendor. BCG’s buyer survey found 40% of enterprise customers cite seat reduction as their primary lever to cut software spending. The very AI features vendors are building to retain customers are giving those customers the tool to shrink their contracts.

ServiceNow saw this coming and pivoted to “AI Control Tower” positioning, generating $600 million from Now Assist in Q4 alone. But even with 21% subscription growth and 25% more monthly active users, the stock dropped double digits after earnings. The market is saying: prove the new pricing model scales before we assign a multiple.

Goldman’s own behavior tells the real story. They announced thousands of autonomous AI coding agents working alongside 12,000 human developers, projecting 3-4x productivity gains. Goldman is simultaneously publishing the research that says agents eat SaaS economics while deploying agents internally to eat SaaS economics. They’re the customer proving their own thesis.

The vendors who win will be the ones who wrap workflows in agents and price on outcomes, capturing a share of the productivity gain rather than passing it all through. The vendors who lose will be the ones still counting seats while their customers count agents.

[Arrepentidos de Milei @ArrepentidosLLA]

JAJA le hicieron LA CAMA a Caputo en LN. Le pusieron un cuadro que muestra que la inflación con el IPC actualizado fue mayor TODOS LOS MESES. Eso da 40% más de inflación en su gobierno (40% que le cagaron a jubilados, docentes, etc)

-Nono, ese no! Ese no es el que te mandé!
💀💀

[Nic @SatoshiNic]

Dubai is the next destination

[Dion Harper @DionHarper15]

@Microinteracti1 I know some folk that'd planned on visiting America at some point this year, they've cancelled those plans in favour of visiting another location on earth. They're very concerned about how it's playing out in America, they didn't feel comfortable with taking their kids there.

[Dion Harper @DionHarper15]

@Microinteracti1 I know some folk that'd planned on visiting America at some point this year, they've cancelled those plans in favour of visiting another location on earth. They're very concerned about how it's playing out in America, they didn't feel comfortable with taking their kids there.

[Nic @SatoshiNic]

@_guillecasaus Epiiiiic

[Julian Goldie SEO @JulianGoldieSEO]

Google Antigravity FULL COURSE 4 HOURS (Build & Automate Anything)

[Nic @SatoshiNic]

@rohanpaul_ai Oh very interesting. Would this problem also be solved if AI is somehow used in non binary lenguaje, like qbits used in quantum computers? And what is missing in order to achieve that epic milestone?

[Nic @SatoshiNic]

Tremenda visión de Brian Cheeky, con quien comparto la idea de que el mundo se está saturando de lo artificial y digital. Vamos a empezar a valorar más lo humano.

Por eso todo desbalance y cambio radical tiene luego su contrapartida. La homeostasis es siempre el fin.

[Aryan Siddiqui @Ar_boian]

Brian Chesky's vision for an AI-first world is miles ahead of the Silicon Valley narrative. Haven't seen it this clearly since Steve Jobs.