No se dejen convencer por nadie de lo contrario: lejos, pero lejos lejos, éste es el mejor video de las fiestas. Sobre todo por el "esfuerzo de rotación, sostenido"...
Last quarter I rolled out Microsoft Copilot to 4,000 employees.
$30 per seat per month.
$1.4 million annually.
I called it "digital transformation."
The board loved that phrase.
They approved it in eleven minutes.
No one asked what it would actually do.
Including me.
I told everyone it would "10x productivity."
That's not a real number.
But it sounds like one.
HR asked how we'd measure the 10x.
I said we'd "leverage analytics dashboards."
They stopped asking.
Three months later I checked the usage reports.
47 people had opened it.
12 had used it more than once.
One of them was me.
I used it to summarize an email I could have read in 30 seconds.
It took 45 seconds.
Plus the time it took to fix the hallucinations.
But I called it a "pilot success."
Success means the pilot didn't visibly fail.
The CFO asked about ROI.
I showed him a graph.
The graph went up and to the right.
It measured "AI enablement."
I made that metric up.
He nodded approvingly.
We're "AI-enabled" now.
I don't know what that means.
But it's in our investor deck.
A senior developer asked why we didn't use Claude or ChatGPT.
I said we needed "enterprise-grade security."
He asked what that meant.
I said "compliance."
He asked which compliance.
I said "all of them."
He looked skeptical.
I scheduled him for a "career development conversation."
He stopped asking questions.
Microsoft sent a case study team.
They wanted to feature us as a success story.
I told them we "saved 40,000 hours."
I calculated that number by multiplying employees by a number I made up.
They didn't verify it.
They never do.
Now we're on Microsoft's website.
"Global enterprise achieves 40,000 hours of productivity gains with Copilot."
The CEO shared it on LinkedIn.
He got 3,000 likes.
He's never used Copilot.
None of the executives have.
We have an exemption.
"Strategic focus requires minimal digital distraction."
I wrote that policy.
The licenses renew next month.
I'm requesting an expansion.
5,000 more seats.
We haven't used the first 4,000.
But this time we'll "drive adoption."
Adoption means mandatory training.
Training means a 45-minute webinar no one watches.
But completion will be tracked.
Completion is a metric.
Metrics go in dashboards.
Dashboards go in board presentations.
Board presentations get me promoted.
I'll be SVP by Q3.
I still don't know what Copilot does.
But I know what it's for.
It's for showing we're "investing in AI."
Investment means spending.
Spending means commitment.
Commitment means we're serious about the future.
The future is whatever I say it is.
As long as the graph goes up and to the right.
DÓLARES y CAMPO: van a sobrar y muchos argentinos todavía no la ven
🇦🇷El gráfico de abajo es el más importante de la economía libertaria, es su ancla conceptual👇
➡️ Se sigue hablando de atraso cambiario: irrelevante
➡️ Porque viene ocurriendo un cambio estructural inédito
⬆️ En 8 años, Argentina estaría duplicando su generación neta de dólares: de USD 48.000M a USD 89.000M
⬇️ El agro perdería peso relativo (73% → 39%).
⬆️ Energía y minería ganarían relevancia (27% → 61%).
⬆️ La capacidad neta de generación crecería en USD 41.000M: un salto del 85%
⬆️ Para 2033, energía y minería generarían 1,5 veces lo que hoy aporta el campo
➡️ El futuro ya no dependería del clima: Vaca Muerta diversificaría la generación de divisas
➡️ Una debilidad histórica: depender solo del agro
➡️ Una nueva matriz: energía-minería rompería ese límite y redefiniría a la Argentina
➡️ Por primera vez en décadas, nuestro país tiene la chance de construir un modelo sostenible, estable y con dólares genuinos
Va siendo tiempo ya de abandonar el pesimismo👇
🚨MODERACIÓN EN EL GASTO Y SUBA EN JUBILACIONES🚨
➡️Los gastos primarios se mantuvieron constantes en términos reales interanuales
➡️Lgastos corrientes cayeron 0,7% a/a real
➡️Anotan 3 caídas reales interanuales consecutivas.
➡️Las prestaciones sociales cayeron 0,6% a/a real tras 9 meses de subas reales interanuales al hilo.
➡️Las jubilaciones, que subieron 8,9% a/a real producto de la aplicación de la fórmula de movilidad, encadenaron el 11° mes consecutivo de subas interanuales
➡️Es algo que no sucedía desde 2017 a 2018.
➡️Las asignaciones subieron en términos reales interanuales
➡️Mirando el peso de los gastos sobre PBI, las jubilaciones se mantienen así en 6,75pp del PBI en los últimos 12 meses
CHART @GRUPOSBSOK@quicktradesbs@jjmfranco
Tiene razón CFK: A todos nos gustaría hacer bondades, el tema es ¿De dónde sacamos el dinero para hacerlo? ¿Aumentamos impuestos, emitimos pesos, recortamos de otro lado?
Cuando decía la verdad, CFK no sonaba tan populista.
The @USTreasury has concluded 4 days of intensive meetings with Minister @LuisCaputoAR and his team in DC. We discussed Argentina’s strong economic fundamentals, including structural changes already underway that will generate significant dollar-denominated exports and foreign exchange reserves.
Argentina faces a moment of acute illiquidity. The international community – including @IMFNews – is unified behind Argentina and its prudent fiscal strategy, but only the United States can act swiftly. And act we will.
To that end, today we directly purchased Argentine pesos.
Additionally, we have finalized a $20 billion currency swap framework with Argentina’s central bank. The U.S. Treasury is prepared, immediately, to take whatever exceptional measures are warranted to provide stability to markets.
I emphasized to Minister Caputo that @POTUS@realDonaldTrump’s America First economic leadership is committed to strengthening our allies who welcome fair trade and American investment.
I continue to hear from American business leaders who, thanks to President Milei’s leadership, are eager to tie the American and Argentine economies more closely together. The Trump administration is resolute in our support for allies of the United States, and to that end we also discussed Argentina’s investment incentives, and U.S. tools to powerfully support investment in our strategic partners.
Minister Caputo informed me of his close coordination with the IMF on Argentina’s commitments under its program. Argentina’s policies, when anchored on fiscal discipline, are sound. Its exchange rate band remains fit for purpose.
We reviewed the broad political consensus in Argentina for the second half of President @JMilei’s term. I was encouraged by their focus on achieving fiscally sound economic freedom for the people of Argentina via lower taxes, higher investment, private sector job creation, and partnering with allies. As Argentina lifts the dead weight of the state and stops spending into inflation, great things are possible.
The success of Argentina’s reform agenda is of systemic importance, and a strong, stable Argentina which helps anchor a prosperous Western Hemisphere is in the strategic interest of the United States. Their success should be a bipartisan priority.
I look forward to the meeting between President Trump and President Milei on October 14, and to seeing Minister Caputo again on the margins of the IMF Annual Meetings.
📊 El gráfico muestra que los argentinos se dividen en tres tercios ideológicos.
La salida está a la vista: una alianza entre LLA y el electorado de JxC hoy disperso.
Si logramos trabajar juntos, Argentina será imparable:
—> el kirchnerismo no volverá al poder,
—> y el peronismo deberá volverse más racional y menos corrupto.