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Leonel Magnaterra
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Leonel Magnaterra
@MagnaLeonel
Runner amateur, canceriano , apasionado de la economía, las estadísticas y los agronegocios .
Colón, Argentina Katılım Ocak 2018
1.9K Takip Edilen333 Takipçiler
Leonel Magnaterra retweetledi

AI is burning through energy.
This new brain-inspired chip material could change that: universal-sci.com/article/brain-…
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2025 was a turbulent year for trade. 🗺️
Tariffs disrupted international commerce—most visibly cutting flows between the US and China by nearly one-third. But trade didn’t shrink. It found new routes.
MGI’s latest analysis shows how global trade is changing: mck.co/GeopoliticsTra…

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Scientists discover Alzheimer’s hidden “death switch” in the brain sciencedaily.com/releases/2026/…
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Así es, como gran parte de lo que se llama "industria nacional". Siempre pro tongo!
Paisa 🇦🇷@paisa_ar
Estoy en shock, NUNCA mas rotoplas
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How is China’s growing robotics sector reshaping its manufacturing strength and its role in global supply chains? This feature breaks down the forces driving China’s rapid automation push and why it matters. Read this @ChinaPowerCSIS analysis: buff.ly/gWEzCtd
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@flor_laporte @MatiasSurt @lucasllach Igual Lilita mucho problema no se hizo , mientras apoyaba el encierro y la fundición de todo el país del FDT con el COVID , se mandó flor de fiesta de cumpleaños ... La señora de la moral intachable 😅🤡
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@MagnaLeonel @MatiasSurt @lucasllach 2018.
Carrió le avisó a Macri que la gente no lo iba a votar si seguía con los tarifazos. La gente no lo votó y volvió el kirchnerismo.
Lilita tenía razón.
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Hay gente sorprendida por este tweet de Lila, que quiere abrir la importacion de medicamentos desde su primera plataforma electoral hace mas de 20 años. "La vió, se hizo libertaria". El conocimiento del votante medio argentino tiende a cero.
Elisa Lilita Carrió@elisacarrio
Lo que está haciendo el Ministro de Modernización, habilitando la importación de medicamentos de laboratorios extranjeros y haciendo cesar el proteccionismo escandaloso de los laboratorios nacionales todavía "en desarrollo", es lo más importante que se hizo en los últimos años en la Argentina. Espero que esto abarate los precios.
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🚨China is pursuing AI leadership through an “all-in” open model strategy—built on 2 reinforcing loops:
1️⃣ Digital loop of open-model innovation & rapid iteration
2️⃣ Physical loop of large-scale deployment generating real-world data
📝More at link. uscc.gov/research/two-l…
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Excellent write-up on Unitree's IPO prospectus. Lots of great analysis and charts. By @tonypengcomms recodechinaai.substack.com/p/chinese-star…
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Turning coal to medicines: Chinese scientists bring a 160-year-old dream to life #Echobox=1774247846" target="_blank" rel="nofollow noopener">scmp.com/news/china/sci…
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R3 Bio has a bold idea for replacing lab animals: genetically-engineered whole organ systems that lack a brain. The long-term goal, says a cofounder, is to make human versions. wired.com/story/a-billio…
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New essay in @AsimovPress on Designing AI for Disruptive Science!
AI is making science faster, but faster at what? Current models excel at prediction tasks within existing frameworks, but are not designed to do "paradigm-shifting" science. 🧵
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A Decade of US-China Fundamentals aei.org/foreign-and-de…
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This from @alexolegimas and @soumitrashukla9 is by far the best thing I’ve read on how to think about how AI may affect the labor market. Absolutely required reading. aleximas.substack.com/p/how-will-ai-…
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‘Tech companies believe in intellectual property, but not yours.”
Great piece in The Atlantic pointing out that AI companies spend huge amounts of money simultaneously (i) defending their own IP and (ii) arguing that they can use other people’s for free.
theatlantic.com/technology/202…

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El dato es clarísimo, en 2025 las exportaciones de servicios profesionales y tecnológicos llegaron a 7.000 millones de dólares. No es un detalle menor, es un salto fuerte. Estamos hablando de uno de los sectores más dinámicos de la economía, donde lo que se exporta es talento, conocimiento y valor agregado.
Y esto tira abajo bastante el argumento de que con el dólar “planchado” las exportaciones se iban a desplomar. Pasó exactamente lo contrario, crecieron con fuerza. Eso demuestra que no todo pasa por el tipo de cambio, como muchos repiten casi de memoria. Hay otros factores mucho más importantes, como la productividad, la calidad del trabajo y la capacidad de competir a nivel global.
Reducir todo a “dólar alto = más exportaciones” es una simplificación muy pobre. En sectores como el tecnológico, donde competes con el mundo, lo que pesa es ser bueno en lo que hacés, no solo cuánto vale el dólar. Y los datos de 2025 lo dejan bastante en evidencia.

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Leonel Magnaterra retweetledi

Kicking off a new blog. Have had too many takes over the past year, it’s time to set them free.
First up: manufacturing discourse skips a fundamental detail: knowledge is implicitly stored in the factory and tuned by de-facto reinforcement learning.
darkmatter.blog/articles/dark-…
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Thanks to @paulkrugman (open.substack.com/pub/paulkrugma…) who refers to this @piie paper of ours on trade hyperglobalization (piie.com/publications/w…) and its update (piie.com/publications/w…) as “classic.”
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The old order is dying. Here are three scenarios for what the post-Trump world might look like, circa 2035. Spoiler alert: The best of the bunch--a new Cold War--would have seemed terrible just a few years ago.
@ForeignPolicy @AEI
foreignpolicy.com/2026/03/23/pos…
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After a brief hiatus, new post with @soumitrashukla9: "How Will AI-driven Automation Actually Affect Jobs?
The economics of AI exposure and job displacement"
There has been a lot of discussion in the media, X, substack, etc about AI driven displacement. We felt like it'd be worth working out the actual economics of when AI automation will actually lead to displacement, versus the exact opposite (more hiring, higher wages). A short summary🧵:
AI "exposure" measures are not meant to predict displacement or job automation. Exposure can lead a job loss, or it can lead to more hiring and higher wages.
It all depends on how 1) automated tasks interact with non-automated tasks (to what extent they're complements), 2) how consumer demand in that sector responds to prices (elasticity of consumer demand), and 3) the dimensionality of the job (the number of tasks a job has).
One conclusion: we should be less worried about consultants and more worried about truckers and warehouse workers than we currently are.
Link: substack.com/home/post/p-19…

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