joapen's Dream 🌙

Inversor a largo plazo en acciones | Mi objetivo: Cuidar del ahorro y la inversión | Escribo de Esquemas, rutinas empresas y de lo que voy aprendiendo. A seguir

[joapen's Dream 🌙 @DJoapen]

Cosas que voy publicando: https://t.co/NPEoOJeyXJ
Los detalles de como organizar el ahorro y la inversión:

[Boring_Business @BoringBiz_]

This was the exact moment Zuckerberg realized that he will be a massive winner in the AI race

OpenAI and Anthropic were desperately asking for regulation because tokens are being commoditized by open source alternatives

The only option for them was to keep reducing token costs to compete. The only problem? They already made commitments for hundreds of billions in capex.

At a certain price, the return on capital simply doesn’t make any sense

So they came to the realization that the only way to sustain their trillion dollar valuations was to either:

1. Become entrenched through regulation by preventing other models from gaining share

2. Fight up market and become vertically integrated by building platforms in the application layer

The second one is where Zuckerberg has a massive advantage vs both of the frontier model companies

He already has a massive user base with nearly a third of the entire world as monthly active users

He already has multiple platforms that are cash cows for his business, that also require very little capital investment each year

Meta could stop spending on their family of apps tomorrow and these platforms would still generate billions of free cash flow each year

In essence, he can subsidize losses on any AI platform, such as Muse, longer than any of his competitors can

This gives him time to simply just bleed out Anthropic and OpenAI, especially when it comes to the consumer facing application layer of AI

Trump refusing to give in to Dario and Sam’s requests is a massive win for Meta and Zuckerberg. That is why he can’t hold his smile here

[joapen's Dream 🌙 @DJoapen]

@indepenrentista turismo, negocios... necesitan donde dormir,

representa que la demanda supera a la oferta,

[joapen's Dream 🌙 @DJoapen]

@CarrascosaCris_ lo que les pasa es que alquilan y con la inflación (que lleva meses alta) los impagos han aumentado, y la excel con el % de impagos ha llegado arriba y han decidido salir ASAP.

[joapen's Dream 🌙 @DJoapen]

@tortuga_trades @tradingview usa algún tipo de lenguaje para hacer tus propios indicadores?

[joapen's Dream 🌙 @DJoapen]

market breadth is starting to show some tensions in the negative side, not too dangerous, but wake my attention up.

[joapen's Dream 🌙 @DJoapen]

@PasionBasketNBA Equipo construido para vender camisetas.

[joapen's Dream 🌙 @DJoapen]

@XMihura La web de renfe se lo dan al becario de OpenAI para que pracique

[joapen's Dream 🌙 @DJoapen]

@jlantunez a mi me parece q OpenAi está preparando algo parecido bajo el mando de Jony Ive,

si finalmente es así, esto es un golpe en la mesa, siendo Meta el 1º en anunciar el tamAIgochi.

en la misma semana ha dado un repaso a Apple y potencialmente a OpenAI

Jony, calienta que sales 🙂

[joapen's Dream 🌙 @DJoapen]

META just presented what OpenAI is trying to build with the support of Jony Ive.....

Jony, warm-up, you will be on stage soon

[amrit @amritwt]

this is like steve jobs unveiling the iphone

[joapen's Dream 🌙 @DJoapen]

@jrouldz I agree with your view,

to me, Mark does not want to pay the Apple/Google stores tax anymore and he is willing to build an ecosystem outside of that tax fee,

he arrived late to the mobile era, but he is not wants to be first in the next era,

will see

[joapen's Dream 🌙 @DJoapen]

@carlosotermin en Filadelfia cada vez se ven más y más gente con las gafas,

a veces los descubres porque están parados sin hacer nada, sin las manos en el móvil, rectos! (los q están como una alcallata es por otra cosa) y es que están prestando atención a algo que hay en las gafas.

[joapen's Dream 🌙 @DJoapen]

@jrouldz fair to remember that NVQLink tries to help on solving the main Quantum problem: quantum error correction

[joapen's Dream 🌙 @DJoapen]

@jrouldz looks like the last jump up of INOD is due to the news where Muse is linked with Muse (from META).

So every FAANG news related to IA potentially can move it up.

[joapen's Dream 🌙 @DJoapen]

@jrouldz @NSRitcey Agentic era is coming, we are just in the inception.

I work in the software industry for 26 years and this is similar to the Cloud in 2009,

the pace of delivery has been disrupted, those who do not adapt fast are done.

[joapen's Dream 🌙 @DJoapen]

@jrouldz I am surprised they have not been acquired by Google.

[joapen's Dream 🌙 @DJoapen]

@jrouldz $INOD?

[𝕆𝕤𝕔𝕒𝕣 𝕍𝕚𝕝𝕝𝕒𝕣𝕖𝕤 @0308oscar]

En especial para mis estimados @epeidroz y @julianguede

LA PROMESA DE LOS BANQUILLOS AHOGADA EN EL ALCOHOL

La mañana del 20 de marzo de 1956, el cielo sobre Corvallis, Oregón, amenazaba con ese color gris plomizo que suele envolver al noroeste del Pacífico.

[joapen's Dream 🌙 @DJoapen]

@arrola @urbanitae la ética es la clave aquí,

lo que previene el VC de referencia es que esa falta de ética le lleva a erosionar su marca, y ese incentivo equilibra a veces las cosas

[joapen's Dream 🌙 @DJoapen]

@jeketiezo el que hace el vídeo vota, los que lamentan que ni llena la botella también votan 😅