Lucas.

$TXAR Presentaron los EEFF 2022 y quiero dejar algunas recomendaciones para analizarlo. El balance de TXAR tiene un particularidad que no se ve tanto: la moneda funcional es distinta de la moneda de presentación. Y la de presentación es la nuestra, el peso argentino.

Hay gente diciendo que "es poco". Está lleno de boludos no se puede creer.

@InversorPerga Perga, de que USD partís? 1.490 y pico no?

🇦🇷 Hasta junio nos subimos al carry trade con tasas de 34% que deberían comprimir en los meses siguientes. Break-even $1728.

Si.

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.

@Agus_Benites Te estás equivocando de funcionario 🤭

LOS TRADERS DE JPM Y SOROS SE ESTAN COGIENDO A TODOS ha indicado que le gusta tu post

@NadinArganaraz Nadin, que promedio i.a están usando para las variaciones reales? A curva lineal mensual de 0.8% para que el punta punta sea 10.1% da 14.1%, puede ser?

Proyecto de Presupuesto Nacional 2026: gasto total devengado por finalidad de la Administración Nacional en 2025 y 2026. Se espera que el gasto total tenga una variación real positiva del 5,7%. Las finalidades que tendrían un incremento real superior al promedio corresponden al gasto en administración fiscal (+33%), al gasto en salud (+17%), al gasto en transporte (+8,3%) y al gasto en educación y cultura (+7,8%), seguridad social (+5,4%), entre los más importantes. Por otra parte, las que registrarían una suba menor o inclusive una disminución serían, Servicios de Defensa y Seguridad, Promoción y Asistencia social, Energía, Combustibles y Minería dentro de servicios económicos y Servicios de la deuda pública, entre otros.

VUELVE. Espero toneladas de insultos. La info que da me importa un carajo #VuelveElZar

Que mujer

@arielsbdar Securitizacion? Nada puede salir mal!

Se viene un mercado secundario de préstamos hipotecarios. Esto va a ser que el crédito para comprar propiedades VUELE!!!!!!!!!!!!! Impresionante lo que vamos a ver en la industria de real estate muy pronto.

@LeanZicca @PedroCavallo Pedro el mejor profesor de Mfin CEMA por escándalo 🚀

Cursé impuestos durante la ley 27340 de Macri. Rendí Ganancia Mínima Presunta mientras lo derogaban.

Hoy en "quién chequea a CHEQUEado?" me encontré con un informe donde los números están mal y citan como fuente info pública inexistente. No odiamos suficiente al periodismo

@fede_machado_b Género de la película: terror psicológico

Los que aclaran que los flotadores son los países más desarrollados, no averiguen cuáles son los que dicen "sin moneda propia" (proyecto original del mileismo)