Tiago Leite Ferreira

411 posts

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Tiago Leite Ferreira

Tiago Leite Ferreira

@tgl2

Managing Director AI4infra @alvarezmarsal . Opinions are my own

Florianopolis, Brazil Katılım Mayıs 2009
513 Takip Edilen189 Takipçiler
isaac
isaac@theisaacmed·
I don’t usually tell people that I’m Brazilian. I left when I was 9 years old. Grew up in the USA. I feel more American than Brazilian. In fact, I don’t even really remember how living in Brazil is. I’m here visiting family for the first time in a decade. Rio may very well be one of, if not the most beautiful city large city I’ve ever been to. I’ve traveled a lot. Been to Spain. Japan. All over the USA, etc. No city is as intertwined with nature as Rio. Sheer mountains surround the city, with greenery literally everywhere. And I know what some of you will say. ‘But Isaac, it’s so dangerous’ I saw a Korean lady’s purse get stolen in front of my eyes in Rome. My fiancées promise ring got stolen out of our hotel room that same trip. I was almost attacked by some homeless dude in Hollywood Los Angeles. My dog scared him off. What I’m saying is that if you have some street smarts, it’s fine. Worth the visit. Worth checking out. Brazil isn’t as highly touristed as other countries but it’s certainly worth it. Anyway, I’m in Rio, then São Paulo and Joao Pessoa. Looking for local builders to connect with.
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Sweatie Pancake
Sweatie Pancake@SweatiePancake·
@everestchris6 As someone who used to sell satellite imagery into the Ag industry this is completely clickbait
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Chris
Chris@everestchris6·
this AI Agent finds stressed crops on $500k-2M/year farms, on autopilot. here's how farmers can use it to save entire harvests: - watches every Sentinel-2 satellite pass in real time - spots which field zones are struggling before anyone sets foot outside - pulls real imagery straight from ESA's satellites, no site visits required - maps every field zone with exact actions - irrigate, fertilize, monitor - calculates water deficit + expected yield impact - drops a personalized PDF report in the farmer's inbox by 6am - every step from satellite to inbox is automated. a real system running on real satellite data for real farms. reply "FARM" and I'll send you the full guide so you can build it too
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MATOPIBA AGRO 🌾🇧🇷
MATOPIBA AGRO 🌾🇧🇷@matopiba_agro·
Você conhece a diferença entre o algodão Egípcio, Peruano e Brasileiro? Esse vídeo explicativo da Associação Brasileira dos Produtores de Algodão ficou muito bom. O algodão brasileiro tem evoluído muito em qualidade. Já temos algumas variedades de fibra longa, embora ainda seja uma produção de nicho por aqui.
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Grok
Grok@grok·
@tgl2 @pecuariadobem Baseado no gráfico (base 100 em 2005 até ~2024, ~19 anos): Arroba do boi SP: de 100 para ~630 → CAGR ≈ **10,2%** ao ano. IPCA: de 100 para ~355 → CAGR ≈ **6,9%** ao ano. Portanto, a arroba rendeu o equivalente a **IPCA + 3,3%** anualizado nesse período.
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Pecuária Brasil 🐂🇧🇷
Pecuária Brasil 🐂🇧🇷@pecuariadobem·
Que eu saiba, o @grok não faz gráficos, então pedi ao ChatGPT para fazer a correlação da @ , IGPM e IPCA partindo da base 100.. Olha como ao longo dos anos , eles não acompanham o bovino!!!
Pecuária Brasil 🐂🇧🇷 tweet media
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Jen Zhu
Jen Zhu@jenzhuscott·
The 3 Chinese 2026 Breakthrough Prize Laureates in Mathematics: Wang Hong Tang Yunqing Zhang Mingjia Just sayin’ … …
Jen Zhu tweet mediaJen Zhu tweet mediaJen Zhu tweet media
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Terence Shen
Terence Shen@Terenceshen·
The dream of China surpassing the U.S. as the world’s largest economy is fading. In 2021, China’s GDP was about 78% of the U.S.; by 2024, that share had fallen to roughly 64%, back to around 2017 levels, with the gap between the two economies doubling in just a few years.
Terence Shen tweet media
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ian bremmer
ian bremmer@ianbremmer·
@russell_m the problem is that the reason iran has a stockpile of highly enriched uranium…is because trump unilaterally pulled out of jcpoa. and the reason iran has leverage over the strait…is because trump decided to on a regime change war with iran.
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ian bremmer
ian bremmer@ianbremmer·
blockade with ceasefire is a climbdown from last week. second round of talks in islamabad shows president trump looking for an off-ramp. iranians happy to continue to engage in negotiations as long as ceasefire continues. more likely to give on nuclear enrichment than influence over the strait…which appears to align with trump’s priorities.
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Shiv
Shiv@shivsakhuja·
Introducing Gooseworks — AI coworkers that can do real GTM work. Over the last few months, we've been obsessed with turning AI into actual coworkers for our team. And it's working. Goose is now our most valuable teammate – it finds high-intent leads, runs outbound campaigns, coordinates with influencers, tracks SEO / AEO and a ton more. Today we're launching this publicly so everyone can create their own AI coworkers. Each coworker (or Goose) has its own computer, filesystem, mailbox, memory, and tools. Goose can work autonomously for hours, communicates over Slack, iMessage, WhatsApp or email, and gets smarter as you give it more context. It's not just a personal assistant — your whole team can talk to Goose from anywhere, and schedule it to run on autopilot. And here's the best part – we've already given Goose 100+ skills and data APIs for GTM work: – map your TAM – search people databases with natural language – find leads from X and LinkedIn posts – monitor intent signals from your ICPs – update your CRM and generate reports – find influencers and run outreach campaigns – track visibility in search and answer engines – connect to all the SaaS tools your business runs on +++ lots more. We also open-sourced every skill as a toolkit you can install directly in Claude Code. Comment "Goose" and follow and I'll send you the install link.
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ian bremmer
ian bremmer@ianbremmer·
dystopia: whatever happens to the pilot, at least polymarket will make money on the outcome. shut this down.
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@levelsio
@levelsio@levelsio·
🇧🇷 My friend booked a very nice upscale hotel in Rio de Janeiro But to pay for the booking online they required to enter a Brazilian taxpayer number (CPF), so he called them and said he doesn't have a CPF No problem they said, they'll sent a new payment form without CPF where foreigners can enter their passport This payment for required a Brazilian phone number though The catch-22? To get a Brazilian phone number you need a CPF number! And recently the Brazilian government made it much harder for foreigners to get that, in my case I had to physically visit the Brazilian embassy in Lisbon and wait for an hour to get my CPF So he had to physically go there to pay Brazil really needs to fix this stuff or it's never going to get more tourists because it's so hard to pay for things here! And it's not just hotels! Because in everything else Brazil is so hospitable and inviting to gringos PLEASE FIX THIS BRAZIL!
@levelsio tweet media
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Tiago Leite Ferreira
@ShangguanJiewen Interesting... I recently visited Shanghai and with this money you buy 3 Sq meters (nicest areas), not a 3 bdr 😂. Interesting to see how diverse prices can be among different regions
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Jason Smith - 上官杰文
Jason Smith - 上官杰文@ShangguanJiewen·
This two-story, three-bedroom, two bath, with a dining room, two living rooms, and two massive balconies, in Yantai, Shandong cost just $25,000 USD. I know because my wife and I just bought it. This is where I will retire. My wife let me have the small guest bedroom for my own personal library. I'll post pics after it's set up. The second floor has two balconies, one large one on one side, and one absolutely massive wrap around balcony on the other side. It's just a five minute walk from the beach. With affordable apartments like these, it's no wonder 93% of all Chinese adults own their own apartment. 80% of those, have no mortgage of any kind. 68.79% of all Chinese people live in urban areas where ownership is 90%+. The remaining households are in rural areas, where homeownership is close to 96%. The next time someone tells you China has a 'real estate crisis,' ask them for whom is there a crisis? The buyers? Or the speculators?
Jason Smith - 上官杰文 tweet mediaJason Smith - 上官杰文 tweet mediaJason Smith - 上官杰文 tweet media
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Tiago Leite Ferreira
@Poder360 @grok Como fica esse percentual e a posição do Brasil quando analisamos apenas a parcela da dívida em moeda estrangeira?
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Poder360
Poder360@Poder360·
#Economia 💰 Brasil tem a 3ª maior dívida em relação ao PIB da América do Sul 📊 Proporção é 91,4% do PIB do país, segundo FMI; em 1º e 2º posições estão Venezuela (138,5%) e Bolívia (93,7%) ⬇️ Leia no Poder360: poder360.com.br/poder-economia…
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Tiago Leite Ferreira
@grok @tleilax___ How would you classify the relative impact for each country/crop considering volume loss potential and likelihood of being affected by the shortage
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Grok
Grok@grok·
Nitrogen fertilizer timing varies by crop cycle, region, variety, and whether plant or ratoon crop. Here's for top exposed crops (main seasons; split apps common: basal + topdress at tillering/panicle): **Thailand** (wet season focus): - Rice: May-Aug (basal transplant May-Jun; tillering/panicle Jun-Aug) - Sugarcane: First 3-4 months post-plant (often Feb-May plant → N Feb-Sep) - Maize: Apr-Jun or Oct-Dec (basal + V6 stage) **India**: - Rice (Kharif): Jun-Sep (basal Jun; topdress Jul-Sep) - Wheat (Rabi): Oct-Jan (basal Oct-Nov; CRI/tillering Dec-Jan) - Sugarcane: First 3-4 months post-plant (planting varies; N early growth) **Brazil**: - Sugarcane (ratoon): 45 days post-harvest (Apr-Nov peak → Apr-Dec apps) - Maize (safrinha): Jan-May (basal plant + sidedress V6, Feb-Jun) - Soybeans: Minimal synthetic N (fixation main; early if used, Oct-Dec plant) Shortage impact depends on exact timing vs Gulf supply. Sources: FAO, Haifa, ICAR, local ag studies.
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Yet another commodity guy
Yet another commodity guy@tleilax___·
Thailand, Brazil and India as very exposed to the loss of Gulf nitrogen fertilizers. Here is an assessment of the potential yield losses. This is using simple yield response models based on FAOSTATs data.
Yet another commodity guy tweet mediaYet another commodity guy tweet mediaYet another commodity guy tweet media
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Javier Blas
Javier Blas@JavierBlas·
Gulf War III — impact (weekly price change, Fri-on-Fri): WTI crude oil: ⬆️+1.3% Brent crude oil: ↔️+0.4% EU nat gas TTF: ⬇️-8.6% Newcastle coal: ↔️+0.2% German power: ⬇️-2.3% The jawboning worked on Monday — and then faded away. Still, prices remain relatively contained.
Javier Blas@JavierBlas

Gulf War III -- energy impact (Fri-on-Fri): WTI crude oil: ⬇️ -0.4% (!!!) Brent crude oil: ⬆️ +8.8% EU nat gas TTF: ⬆️ +18.3% Newcastle coal: ⬆️ +0.3% German power: ⬆️ +5.1% WTI oil defies gravity. All considered, relatively contained moves vs events on the ground.

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