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teleÑa

@satelena

Truth seeker. CEO @SciTheWorld, Honorary @ucl & @uniofoxford Spanish Society. Ex: @oliverwyman, @morganstanley... Here, feeding my algo.

🧠 Katılım Ağustos 2011
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teleÑa
teleÑa@satelena·
If Algo Trading, then: • AI Agents If AI Agents: • Service-as-a-Software (SeaaS) If SeaaS: • Custom All-in-One Platform (CAIO) • Modern cyber by design If CAIO: • Extreme Efficiency • Competitive advantage • Private markets efficiency (forthcoming) • Native room for AI
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teleÑa
teleÑa@satelena·
most of the benefits from LLM-based agentic AI die with the Sigmoid. There aren’t that many use cases you can figure out to need a black-box to take over and drag you to the average of a Gaussian - from how to extract info from a report to adapt a web to context.
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teleÑa
teleÑa@satelena·
a major reason why there are more millionaires by the day? Inheritance.
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teleÑa
teleÑa@satelena·
we are programmed to perceive a certain level of disconfort via problems. You can easily judge how well you are based on what worries you.
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teleÑa
teleÑa@satelena·
don’t you get frustrated easily with the hit/miss ratio. Weight whether you are being given random opportunities or filtered the long-shots instead. calm is all you need.
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teleÑa
teleÑa@satelena·
in life & sales: if u do not understand a sudden claim it’s just someone trying to force a reasoning that doesn’t add up. A failed improvisation guided by an individual’s own agenda. Don’t waste time trying to make sense, just stop-loss and fight back when u have a clear shot 🎯
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teleÑa
teleÑa@satelena·
biology should find new research paths inspired by programming design. Because… if we are an algorithm… so much to discover upon orthogonal approaches. #Algorithmization #OrthogonalArt
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teleÑa
teleÑa@satelena·
that said, it’s obviously wrong and need to be corrected as society. We’ve been taking care of the group since inception. I don’t see a reason not to keep it.
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teleÑa
teleÑa@satelena·
professionally, GenZs are not less ethical, simply different. They don’t deal with colleagues or employees in a loyal manner. But, symmetrically, they don’t demand it either. Fair enough. companies need to embrace rotation - two ways. same people, different rules.
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teleÑa
teleÑa@satelena·
Data-driven papers are also overfitted demos. Back to theory-backed.
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teleÑa
teleÑa@satelena·
- Por qué no pillasteis los €299M q os ofrecieron con una valoración de unicornio? - Porque no queríamos prisas. Vamos bien orgánicamente. Como dice nuestro paper… en esto de la IA, “calm is all you need”.
Javier García@JaviSENSUM

Wallbox deja una lección incómoda para inversores y gestores: en mercados inciertos, no basta con acertar la tendencia; hay que acertar el ritmo. Si el capital se despliega demasiado pronto, la escala puede convertirse en una trampa; en @elconfidencial elconfidencial.com/mercados/mente…

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teleÑa
teleÑa@satelena·
a lot of the world is being built upon side projects and byproducts.
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teleÑa
teleÑa@satelena·
how you pose a problem is orthogonal art, augmented machines, human intel…
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teleÑa@satelena·
own agendas become duch massives inefficiencies that buying companies to improve them is probably the easiest business nowadays.
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teleÑa
teleÑa@satelena·
the current context is proving that those who try to thrive calmly, at the right pace, steadily proving their point, have better Sharpe in life.
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teleÑa retweetledi
Jan Rosenow
Jan Rosenow@janrosenow·
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to fossil fuel price shocks.
Jan Rosenow tweet media
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teleÑa
teleÑa@satelena·
This
Tuki@TukiFromKL

🚨 Let me tell you why this Goldman Sachs headline is the most dangerous one you'll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to "restructure around AI".. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did the money go? > It went to Nvidia.. $130 billion in GPU sales.. Jensen is the only man on earth who got rich from AI that hasn't produced anything yet.. > It went to stock buybacks.. companies fired people, cut costs, reported "record profits" and bought back their own shares.. the money went UP not OUT.. Jesus! > It went to a bubble.. the same way crypto money went to Lamborghinis and not infrastructure.. AI money is going to valuations and not productivity.. here's the part that should terrify you.. They already fired the people.. Atlassian 1,600.. Meta 21,000.. Block 40%.. Amazon warehouses.. the jobs are already gone.. But the growth didn't come.. the productivity didn't come.. the revenue didn't come.. they burned the village to build a city that doesn't exist yet.. and Goldman Sachs just looked at the empty lot and said "there's nothing here"

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