co-Autor de Colombia Ganadora Amazon Bestseller. Construyendo un país ganador desde sus organizaciones
Medellín, Colombia
Joined October 2010
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Sebastián Salazar retweeted
Just spent some time catching up with an old coworker, who now works at the VP level at a boutique investment bank
Was asking him about analyst use of AI and thought his insight was quite fascinating
More people are using AI now vs just few months ago, and it absolutely cuts down a lot of time from mundane tasks
Just tedious things like arranging logos on a deck or managing a contact log for investors would require analyst resources behind it.
Now an Associate or VP with Claude can just do it by themselves with minimal effort
However, the work hours have not gone down at all for the analysts. Since senior folks know about the capabilities of AI, they are now staffing analysts across more deals at any given time
Not only that, MDs are chasing after new mandates more often than before.
Directors are coming up with new tasks for their analysts, like maintaining tear sheets or comp sets on niche verticals. VPs are asking for more pages and trying to show more analysis to clients than before
In summary, the duration of any single task has gone down because of AI.
However, this has been offset with new work that the firm and group simply never had capacity to do before
Instead of reducing hours, it has opened up room for his group to chase after more revenue and provide better/faster work to existing clients.
Suspect this is also what is happening across many industries and companies, not just in banking or finance
Walked away with the reinforced belief that the entire job loss narrative of AI is just doomerism
Sebastián Salazar retweeted
Debate econômico em países ricos:
1990: Globalização
2000: Internet
2010: Juro zero
2026: IA
Debate econômico no Brasil:
1990: Ajuste fiscal
2000: Ajuste fiscal
2010: Ajuste fiscal
2026: Ajuste fiscal
Ahora que estamos pagando el desmadre fiscal de Petro
Es bueno recordar al bobazo de @JoseA_Ocampo
Sebastián Salazar retweeted
Esta anécdota de James Robinson con Ocampo: un chiste como con power point y leyes queremos resolverlo todo
Sebastián Salazar retweeted
Leí el borrador del Centro Democrático sobre la Ley de Rescate.
Acierta en el diagnóstico, el Gobierno recorta poco y cobra mucho. Acierta también en cerrar o fusionar más de 200 entidades con una meta de ahorro escrita en la ley. En que la dirección de Ecopetrol no la nombre el presidente de turno. Y en no gravar la inflación de los intereses.
Pero los bonos forzosos, que las empresas le presten al Estado el 20 % de sus utilidades a una tasa por debajo del mercado, son un nuevo impuesto. Además son deuda, no ingreso, así que no mejoran el balance. Y le quitan a las empresas la plata con la que invierten.
El borrador mantiene la lógica de los privilegios: exenciones sector por sector, regímenes especiales, y aranceles.
Primer borrador discusión Ley de Rescate de la economía. Enlace documento: alvarouribevelez.com.co/prim…
Sebastián Salazar retweeted
Very nice to see ancient/early medieval economic history showing up in ECMA.
They show clearly that the Aegean centric world that emerged during the classical period (480-323 BC) still remained as late as the time of Justinian* but was truly shattered over the 7-8th centuries.
*In fact you can say it reverted: in the Early Roman Empire, Italy and Northern Africa were part of the "core" but with the decline and fall of the Western Roman Empire, the mediterranean economic system reverted back to being centered on the Aegean as it was in the classical period.
@johannesmboehm and Chaney combine data on half a million ancient coins with a model of trade and money to reconstruct trade and consumption from AD 325 to 950. The estimates show economic activity shifting away from the Mediterranean from the 6th century.
econometricsociety.org/publi…
La democracia no le ha servido a Brasil…
Comparing Brazil with 6 major countries (which are all the countries in the world with a population larger than 140 million people and with an area over 1 million square kilometers, plus Japan): growth in GDP per person aged 15-64 in Brazil has been slower than even Japan's over the 21st century.
Given Brazil's level of development, expected growth would have been as fast as Russia's or Indonesia's, roughly 4 times the realized growth. Calling 21st-century Brazil a growth disaster feels like a euphemism. Especially when you consider that Brazil was one of the world's fastest-growing economies from 1900 to 1980.
Sebastián Salazar retweeted
1/N Algunas ideas sobre la Ley de Rescate para avanzar con el urgente ajuste fiscal:
- Recorte de gasto de al menos 2% del PIB
- IVA para todo bajando tarifa a 17%
- Imporenta personas y transferencias para redistribuir
- No impuestos al trabajo
- Imporenta empresas de 30%
Sebastián Salazar retweeted
And just like that…
Houston is now a sanctuary city.
Sebastián Salazar retweeted
El Valle de Aburrá es una sola ciudad partida en 10 feudos solo para que los políticos puedan seguir ROBANDO con 10 burocracias distintas.
Una sola mancha urbana hasta con el Valle de San Nicolás y, aun unificando todo, ni siquiera seríamos una ciudad gigante en población o área
Es absurdo que no convoquena a Durán
Hay que sacar a Lorenzo
📋 ¡𝑵𝒐𝒔 𝒗𝒂𝒎𝒐𝒔 𝒑𝒂𝒓𝒂 𝑪𝒂𝒍𝒊 𝒚 𝑺𝒂𝒏𝒕𝒊𝒂𝒈𝒐 𝒅𝒆 𝑪𝒉𝒊𝒍𝒆! 👌
𝑬𝒍𝒍𝒐𝒔 𝒔𝒐𝒏 𝒍𝒐𝒔 𝒆𝒍𝒆𝒈𝒊𝒅𝒐𝒔 𝒑𝒂𝒓𝒂 𝒅𝒊𝒔𝒑𝒖𝒕𝒂𝒓 𝒍𝒂 𝑭𝒆𝒄𝒉𝒂 𝑭𝑰𝑭𝑨 𝒅𝒆 𝒆𝒔𝒕𝒆 𝒎𝒆𝒔 𝒅𝒆 𝒏𝒐𝒗𝒊𝒆𝒎𝒃𝒓𝒆 🆚 🇨🇱
🔗 bit.ly/3WN7cWf
#ConOrgulloColombiano🇨🇴
Cuando uno entiende cómo ha crecido toda esa zona del mundo desmitifica a los Chinos y su modelo autoritario
En muchos sentidos han crecido menos que sus vecinos
Son mucho menos exitosos que ellos
Greater East Asia Co-Prosperity Sphere alive and well!
I ran these numbers by a Taiwanese acquaintance and yes, lots of Taiwanese visit Japan multiple times a year.
Apparently Tokyo is treated something like Nizhny Novgorod treats Moscow - a real metropolis where things happen. Or they would go multiple times a year visiting some different city like Kagoshima or Akita to sample the local food.
It looks like Taiwan and to a lesser extent Korea (!) can be considered cultural colonies of Japan.
Chinese visitorship is far lower due to visa reqs plus CPC capping number of China-Japan flights.
Mitt continues to be a massive loser
