@gregisenberg Or maybe they will continue to disrupt every niche in the economy, maybe education and health are next. As they are doing with SaaS companies.
Maybe chat won’t change much, but sure there will be more disruption.
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Jorge Siegrist
6.1K posts
Jorge Siegrist
@jorgesiegristch
Siegrist Asset Management (S|am) 🗻 Investments, Accounting & Finance 🏦📊 Shaping the future #Bitcoin AI Guru 👾
Virtually Everywhere Katılım Haziran 2014
1.2K Takip Edilen448 Takipçiler
I didn't cover Claude Opus 4.8 on my pod because I don't think it's MEANINGFULLY better than GPT 5.5 as of May 29th.
We're entering the era where model releases start to feel like iPhone releases. Remember when every new iPhone was a genuine leap? Now it's a slightly better camera and you can't really tell the difference. That's where models are heading. 4.6 to 4.7 to 4.8. Each one is a little different. Nobody can agree if it's better or worse. The benchmarks say one thing, the vibes say another.
The thing that actually matters right now is what's happening around the models. Claude Code shipped dynamic workflows this same week and that genuinely changes what one person can build.
Codex shipped a desktop app with an in app browser that combines coding and knowledge work in one surface. Those are the releases that move the needle for people. The model underneath is becoming interchangeable.
I think we're maybe 6 months from nobody caring which model they're using the way nobody cares which engine is in their Uber. You just want to get where you're going.
When something genuinely changes the game for builders, I'll cover it on @startupideaspod. Opus 4.8 wasn't that. Dynamic workflows was.
I'd rather save you the hour.
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Jorge Siegrist retweetledi
We need more AI products that solve society’s hardest problems — like democratizing education and expensive tutoring
This is.. well.. brilliant 😉
Sue@suekhim
AI is making kids dumber. It should be making them geniuses. Introducing Koji, the first AI tutor that gets kids to actually think. 👇
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@FinanceLancelot No salesman, he has the greatest confidence in the whole world
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España gana el mundial según Goldman Sachs 🇪🇸🏆
México que si llega al 5to partido, le gana Inglaterra.
Josh Schafer@_JoshSchafer
Goldman Sachs produced a detailed research note using a variety of factors to predict World Cup outcomes. Goldman's model says Spain will win the World Cup.
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Jorge Siegrist retweetledi
Goldman Sachs produced a detailed research note using a variety of factors to predict World Cup outcomes.
Goldman's model says Spain will win the World Cup.
English
Medallero en mundiales
🥇🥇🥇🥇🥇🥈🥈🥉🥉 Brasil 🇧🇷
🥇🥇🥇🥇🥈🥈🥈🥈🥉🥉🥉🥉 Alemania 🇩🇪
🥇🥇🥇🥇🥈🥈🥉 Italia 🇮🇹
🥇🥇🥇🥈🥈🥈 Argentina 🇦🇷
🥇🥇🥈🥈🥉🥉 Francia 🇫🇷
🥇🥇 Uruguay 🇺🇾
🥇 Inglaterra 🏴
🥇 España 🇪🇸
🥈🥈🥈🥉 Países Bajos 🇳🇱
🥈🥈 Chequia 🇨🇿
🥈🥈 Hungría 🇭🇺
🥈🥉🥉 Croacia 🇭🇷
🥈🥉🥉 Suecia 🇸🇪
🥉🥉 Polonia 🇵🇱
🥉 Chile 🇨🇱
🥉 Austria 🇦🇹
🥉 Bélgica 🇧🇪
🥉 Portugal 🇵🇹
🥉 Turquía 🇹🇷
🥉 EEUU 🇺🇸
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Lo que genera un gobierno que extorsiona y espanta a los empresarios nacionales y extranjeros.
EL CEO@elceo__
Con el desliste que prepara Farmacias Benavides, la fuga de emisoras de la BMV continúa agravándose, ya que desde 2018, 30 empresas han salido del mercado bursátil mexicano. La nota completa: bit.ly/4nQcdXw
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@luispazos1 Estás diciendo que los programas sociales son una farsa? 😂
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Sin crecimiento económico nadie sale de la pobreza. Que no le digan, que no le cuenten.
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@jemonleon Y de los 3 países con peor servicio y calidad de autos/choferes
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México está entre los 5 países más importante de uber. 25 millones de pasajeros. Qué pena q Cabify, q estuvo allí al inicio, no pudiera mantenerse!
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If we're in a simulation, we're in the retarded version
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Jorge Siegrist retweetledi
Roger Federer played 1,526 matches in his tennis career
He won 80% of those matches
But Federer only won 54% of the points in those matches
Here's why Federer is just like the stock market:
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@Giuliano_Mana This is the guide Mexico needs asap!
Not the populist shit we’ve been since years 18’
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"Study the life and work of Lee Kuan Yew. You'll be flabbergasted" - Charlie Munger.
The book you need:
Giuliano@Giuliano_Mana
I think about this every single day.
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@MarioMal Y la autoridad anti monopolio? Ah claro ya no existe.
El ingeniero hizo ese comentario más que nada en tono de burla
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El dominante lamenta la salida de su competencia del mercado. No me cuadra.
EL CEO@elceo__
Carlos Slim Helú lamentó la salida de Telefónica del mercado mexicano -cuya marca comercial es Movistar- y también de otros mercados de América Latina bit.ly/4e7lreI
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Jorge Siegrist retweetledi
Animal Spirits: A Fire Alarm For Interest Rates
SpaceX IPO - long or short?
Consumer sentiment is broken (forever)
How disruption works in the stock market
Pros & cons of higher bond yields
Did crypto miss its moment?
Diet Coke vs Coke Zero & more
awealthofcommonsense.com/2026/05/animal…
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Jorge Siegrist retweetledi
This is the time of year when a lot of investment firms welcome interns. While our work is geared toward institutional investors, a lot of it can be useful for learning about markets and the investment process. Here are a handful of reports and how they can guide interns:
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Jorge Siegrist retweetledi
Cambio notorio y notable de la estructura poblacional de México 🇲🇽 en apenas 20 años.
La población entre 0 y 14 años pasó del 31.2% al 20.6%.
La población de 50 años y más pasó del 17% al 28.6%.
La transición apenas comienza.
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@LatamData Sin sector tecnológico en ningún país. Que horror. El tercer mundo vaya que está rezagado
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🇧🇷 🏦 A bolsa de valores brasileira tem o dobro do tamanho da mexicana e o quádruplo da chilena, com quatro setores que valem mais de US$ 100 bilhões ↓
Enquanto o mercado de ações brasileiro, avaliado em US$ 800 bilhões, apresenta uma diversificação saudável entre os setores financeiro, de materiais, de serviços públicos e de energia, o mexicano é fortemente concentrado em bens de consumo essenciais e materiais. Analisamos a composição dos três maiores mercados públicos da América Latina.
🗞️ Veja os dados → latinometrics.com/articles/diver…
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