Introducing Custom Agents. The AI team that never sleeps 🌙
They’re autonomous, built for teams, and easy for anyone to build. Give them a job, set a trigger or schedule, and they'll get it done 'round the clock.
🇦🇷 ENERGIA RENOVABLES 📈
Todos los meses las energías renovables aumentan su partipación en la matriz energética. (Ventana móvil de 12 meses):
🗓️ Nov 25: 18,80%
🗓️ Oct 25: 18,70%
🗓️ Sept 25: 18,23%
🗓️ Ago 25: 18,07%
🗓️ Jul 25: 17,79%
🗓️ Jun 25: 17,54%
🗓️ May 25: 17,37%
2025 is ending, and it's clear that AI is behind the expectations we had one year ago. Sure, the new models are better but in the same way that the iPhone 17 is better than the 16. What is going on, and what do I imagine happening in the next year?
For one, it's become clear that verbal tasks are a small subset of what we call intelligence. This was not completely obvious when ChatGPT came out. There was the hope that creating larger models would lead to emerging intelligent behavior that would include better reasoning. It's clear now that larger models and forced introspection (verbal reasoning) is not enough. Models keep making mistakes, they keep hallucinating. It's a fundamental problem of how they work: they predict text that needs to be fact-checked later. Many users do not realize this, and end up propagating false information.
Secondly, the vast majority of intelligent decisions in life are nonverbal. If you ask Messi why he made a certain play, he will probably say something "I took the touch to draw the defender in, waited for him to commit, and then..." Of course he'll say it in Spanish, but the point is that those words never existed in his head. He was making decisions just like a cat or like a Waymo. Sensory inputs, and quick nonverbal thinking (Kahneman's System 1).
This is why we still don't have independent autonomous workers that can be given a task to complete in a week. Life involves too many small decisions that LLMs are not equipped to handle. You somehow realize that something you're doing makes no sense and you change course. You don't have a constant internal monologue that operates while you're at work.
So what does this mean for companies like OpenAI and Anthropic? OpenAI has raised something like 60B dollars thus far. One round of funding was 40B at a 300B valuation. This means investors expect it to become a company as large as Nvidia. How does this happen? Not with $20 per month for ChatGPT, but with the automated worker that costs $2000, and replaces a human that makes 2x or 3x as much. But I'm pretty confident we're nowhere close to that, just like we were not close to scalable self-driving cars in 2015. So when they need funding again the investors are going to push back.
Meanwhile, companies like Google can keep up without investor help. Google makes 350B of ad revenue per year, and it can patiently wait for OpenAI to run out of reasonable sources of funding. I imagine this is why OpenAI attempted to create a browser and a social network this year: it's worth a shot trying to beat Google at its game, and getting a piece of the ad revenue cake. Do you use ChatGPT Atlas? Do you scroll Sora every day like you do Instagram? I'm pretty sure the answer is no.
So I imagine it's likely that OpenAI will one day become part of Microsoft, something similar will happen to Anthropic. Then the incumbents will have all the time to develop AI more slowly and with less hype. Just like with self-driving cars.
📣Convocatoria abierta: Vinculación y valorización tecnológica
La convocatoria está abierta hasta el 22 de noviembre de 2025 🚀
Ingresá en https://t.co/q6bSujhlSN buscá las bases y postulá tu idea 😉
Swap de monedas más recientes:
CFK: China 🇨🇳 (2009)
CFK: China 🇨🇳 (2014)
Macri: China 🇨🇳 (2017)
Macri: China 🇨🇳 (2018)
Alberto: China 🇨🇳 (2020)
Milei: EEUU 🇺🇸 (2025)
Si sólo te escandaliza el último fijate que por ahí estás un poquito pasado con tu sesgo partidario
Argentina is a systemically important U.S. ally in Latin America, and the @USTreasury stands ready to do what is needed within its mandate to support Argentina.
All options for stabilization are on the table. 1/4
🔔 ¡En minutos comienza el lanzamiento de una nueva edición del Programa de Oportunidades Circulares!
Desde ANDE seguimos impulsando la transformación de los modelos de producción y consumo hacia una economía más sostenible.
BREAKING: Microsoft says it has developed an AI system that creates a 'path to medical superintelligence' that can deal with 'diagnostically complex and intellectually demanding' cases and diagnose disease four times more accurately than a panel of human doctors
🚨CONFIRMADO: las 11.974 personas que asistieron al estadio en Seattle (Lumen Field) para ver 🇦🇷RIVER PLATE - 🇯🇵Urawa Red Diamonds es la PEOR ASISTENCIA de PÚBLICO en un partido del MUNDIAL DE CLUBES. 😳
🤯Apenas el 17,4% de la capacidad total, que es de 68.740.
NEW 🧵
The number of people travelling from Europe to the US in recent weeks has plummeted by as much as 35%, as travellers have cancelled plans in response to Trump’s policies and rhetoric, and horror stories from the border.
SBTi’s new CEO urges companies to act now on emissions cuts — flexibility is coming, but waiting for the updated Net Zero Standard isn’t an option.
https://t.co/nvxHee7sdI
Make sure to follow along with the #ClimateWeekNYC Live Blog for all the latest insights and updates as they unfold, live from New York City. https://t.co/pbUOoqkxcQ