ChatGPT y Gemini si que lo sacan
Pero es cierto que en el motor de búsqueda de google no sale 
¿Será un troleo?
Elon Musk filed a lawsuit against OpenAI, and its CEO Sam Altman, for allegedly putting profit ahead of benefiting humanity
Elon Musk es un gran publicista. Todas sus empresas tienen una cosa en común: sobreexposición mediatica. Y él mismo se sobreexpone a diario twitteando. Sabe que aumenta el hype y hace fluir el dinero de los inversores, no tiene un pelo de tonto.
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LAS MEJORES HERRAMIENTAS DE 
IA
¡El arte de trabajar de manera más inteligente, no más difícil! 
Bot de IA
ChatGPT → https://chat.openai.com/
Géminis → LinkedIn
Claude → LinkedIn
Productividad
Wand → https://wand.ai/
Notion → LinkedIn
Taskade → https://www.taskade.com/
Datos
Pyramid Analytics → LinkedIn
Tableau → https://www.tableau.com/
Microsoft Power BI → LinkedIn
Imagen
iStock → LinkedIn
DreamStudio → LinkedIn
Adobe Luciérnaga → LinkedIn
Vídeo
Runway → https://runwayml.com/
invideo → https://invideo.io/
Lumen5 → https://lumen5.com/
Investigación
Perplexity → LinkedIn
AI at Meta → https://ai.meta.com/
Consensus → https://consensus.app/
Pronto
PromptPerfect → LinkedIn
PromptBase → https://promptbase.com/
PromptHero → https://prompthero.com/
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¿Y para batir al mercado que es lo que importa? 
Tienes Danelfin
Spoiler: de las dividenderas un poco interesantes no selecciona ninguna excepto Blackrock
¿Pero está demostrado y auditado que bate al mercado?
Y en caso de hacerlo ¿está garantizado que lo hará los próximos 10 años? 
De verdad que yo flipo… mejor vivir en la mentira que afrontar una realidad que no nos gusta (que a parte habrá opiniones supongo). Con la influencia que tiene google, la decisiones que tomen de qué mostrar y qué no nos las comemos con patatas. Bueno yo tiro de duckduckgo hace ya…
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está totalmente demostrado que la IA bate al mercado, mira NVidia, otra cosa es que tú lo batas con sus recomendaciones 
Esto si que mola GitHub - Mozilla-Ocho/llamafile: Distribute and run LLMs with a single file.
Lo he “descubierto” al leer este post:
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Todo mi conversacion. Hasta supo como continuar, cosa que nunca me paso con Copilot de Bing.
llama.cpp
User: what do you know about Tencent?
Llama: As an AI language model, I have knowledge of various topics including technology companies like Tencent.
Tencent is a Chinese multinational conglomerate holding company founded in 1998 by Pony Ma. It operates in various industries such as gaming, social media, and payment solutions. The company’s most well-known subsidiary is its video game division, which includes popular games like League of Legends and Honor of Kings. Tencent also owns WeChat, a widely used messaging app in China with over 1 billion monthly active users as of 2021.
In addition to gaming and social media, Ten
User: do you know about its gross margin and free cash flow?
Llama: As an AI language model, I can provide information on various aspects of a company like Tencent, including financial metrics such as gross margin and free cash flow.
According to the latest available financials for 2021 (which may not be up-to-date), Tencent’s gross profit margin was around 58%, while its net profit margin was approximately 34%. As for free cash flow, it has been positive and steadily increasing over the years. However, I cannot provide specific figures without access to more recent financial data or a specific time period you would like me to focus on.
User: and what could be comparables companies for Tencent?
Llama: Comparable companies for Tencent can include other large technology conglomerates with diverse business interests such as gaming, social media, and payment solutions. Some examples of these companies are:
- Facebook (NASDAQ: FB): A leading social networking company that operates platforms like Facebook, Instagram, WhatsApp, and Messenger.
- Alphabet Inc. (NASDAQ: GOOG/GOOGL): The parent company of Google, which offers a wide range of products including search engines, advertising technologies, cloud computing services, and hardware devices.
- Alibaba Group Holding Ltd. (NYSE: BABA): A Chinese multinational conglomerate that operates in e-commerce, digital media, and entertainment sectors through subsidiaries like Taobao Marketplace, Tmall, and Youku Tudou.
- Sony Corporation (NYSE: SNE): A Japanese multinational corporation primarily known for its consumer electronics, gaming consoles, music, motion pictures, and financial services businesses.
These are just a few examples of companies that could be considered comparable to Tencent based on their diverse range of products and services offered across various industries.
User: can you make a table with the comparable companies, its latest gross margin and average fcf yield from last 5 years?
Llama: Certainly! Here’s a table comparing some key financial metrics for Tencent and its listed comparable companies based on their most recent annual reports or financials available as of my knowledge cutoff date in September 2021. Please note that these figures may have changed since then, so it is advisable to refer to the latest available data:
| Company | Gross Margin (%) | Net Margin (%) | Average FCF Yield (%) (last 5 years) |
|---|---|---|---|
| Tencent | 58.01 | 34.26 | N/A |
| 79.58 | 28.51 | 12.56 | |
| Alphabet Inc. | 23.48 | 23.48 | 11.80 |
| Alibaba Group Holding Ltd. | 58.36 | 27.91 | N/A (due to negative FCF) |
| Sony Corporation | 25.00 | 18.48 | 5.88 |
Please note that the average free cash flow yield for Tencent is not available as it has been consistently positive but hasn’t reported a specific figure in recent years. The table only provides information up to my knowledge cutoff date, and you may want to refer to more recent data or consult updated financial statements from these companies.
User: would you calculate the fcf for tecent using its tastes 10-k report?
Llama: Certainly! I can provide an estimate of Tencent’s free cash flow based on their latest available annual report (Form 20-F) filed with the SEC as of my knowledge cutoff date in September 2021. Please note that this information may not be up to date, and you should refer to their most recent filing for accurate figures:
| Year | Free Cash Flow |
|---|---|
| 2020 | RMB 58.4 billion (approximately USD 9.1 billion) |
Please note that this is an estimate based on the available information, and you should refer to Tencent’s latest filings with the SEC for accurate figures.
User: and for the previous 5 years? This is 2019, 2018, 2017, 2016 and 2015
Llama: I apologize for any confusion earlier; however, as an AI language model, my training data only goes up to September 2021. Therefore, I am unable to provide the free cash flow figures for Tencent’s previous five years (2019-2015) based on their annual reports filed with the SEC.
To obtain accurate and updated financial information about a company like Tencent, it is recommended that you refer to its latest filings with the relevant regulatory authorities or consult reliable financial data sources such as Yahoo Finance, Bloomberg, or S&P Global Market Intelligence.
User: which 20-F reports do you have available for Tencent?
Llama: As an AI language model, I can provide information on various aspects of a company like Tencent based on my training data up to September 2021. However, I don’t possess the ability to browse or download specific documents from external sources such as SEC filings directly.
If you would like me to help with any other questions related to Tencent or its financials, please feel free to ask!
User: yeah calculate the fcf for Tencent and explain the formula you used
Llama: Certainly! To estimate Tencent’s free cash flow based on their latest available annual report (Form 20-F) filed with the SEC as of my knowledge cutoff date in September 2021, I will use a simplified approach that assumes all operating cash flows are available for investment.
The formula used to estimate Tencent’s free cash flow is:
Free Cash Flow (FCF) = Operating Cash Flow - Capital Expenditures
Operating Cash Flow can be calculated by subtracting the following items from Net Income:
- Depreciation and Amortization
- Non-cash Interest
- Working Capital Changes
Capital expenditures are investments in property, plant, and equipment (PP&E) that reduce future operating cash flows but increase the value of assets on Tencent’s balance sheet. These expenses include purchases of PP&E, intangible assets, and other long-term assets.
Please note that this is a simplified approach to estimating free cash flow based on available information from Tencent’s annual report filed with the SEC as of my knowledge cutoff date in September 2021. For more accurate figures or updated data, it is recommended to refer to Tencent’s latest filings with the relevant regulatory authorities or consult reliable financial data sources such as Yahoo Finance, Bloomberg, or S&P Global Market Intelligence.
User: ok, now make the calculation detailing each value
Llama: Certainly! Based on Tencent’s annual report filed with the SEC (Form 20-F) for the year 2020 as of my knowledge cutoff date in September 2021, I can provide a detailed breakdown of how to calculate their free cash flow:
| Year | Free Cash Flow |
|---|---|
| 2020 | RMB 58.4 billion (approximately USD 9.1 billion) |
To estimate Tencent’s free cash flow, we need to start with their operating cash flows:
Operating Cash Flow = Net Income + Depreciation and Amortization + Non-cash Interest - Working Capital Changes
For 2020, the available figures are as follows (in billions of RMB):
| Item | Value |
|---|---|
| Net Income | 39.5 |
| Depreciation and Amortization | 14.8 |
| Non-cash Interest | 0.2 |
| Working Capital Changes | -6.7 |
Now, let’s calculate the Operating Cash Flow:
Operating Cash Flow = 39.5 + 14.8 + 0.2 - 6.7
Operating Cash Flow = RMB 49.8 billion (approximately USD 7.4 billion)
Next, we need to calculate Capital Expenditures:
Capital Expenditures = Purchases of Property, Plant and Equipment + Intangible Assets + Other Long-term Assets
For 2020, the available figures are as follows (in billions of RMB):
|
User: please continue
Llama: Apologies for the abrupt ending. Let’s continue with calculating Tencent’s free cash flow based on their annual report filed with the SEC for 2020:
Capital Expenditures = Purchases of Property, Plant and Equipment + Intangible Assets + Other Long-term Assets
For 2020, the available figures are as follows (in billions of RMB):
| Item | Value |
|---|---|
| Purchases of Property, Plant & Equipment | 18.5 |
| Intangible Assets | 3.4 |
| Other Long-term Assets | 0.2 |
Now we can calculate Tencent’s free cash flow:
Free Cash Flow = Operating Cash Flow - Capital Expenditures
Free Cash Flow = RMB 49.8 billion (approximately USD 7.4 billion) - RMB 18.5 billion (approximately USD 2.6 billion)
Free Cash Flow = RMB 31.3 billion (approximately USD 4.8 billion)
Therefore, Tencent’s estimated free cash flow for the year 2020 was approximately USD 9.1 billion based on their annual report filed with the SEC as of my knowledge cutoff date in September 2021. Please note that this is a simplified approach to estimating free cash flow, and you should refer to Tencent’s latest filings for accurate figures or updated data.
357 predicted, 1594 cached, 234ms per token, 4.28 tokens per second
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Tratando de entender para que usar esto…
Luego encuentro datasets como estos:
Con prompts y contenido sintético generado x algún modelo. Gran forma de entender como usar la bestia
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Que habrá cambios, ya lo sabemos. Pero cuáles y cuándo es la incógnita. Y creo que será más tarde de lo que se dice (opinión de barra de bar).
Watson ya vapuleaba a todos los médicos (clínicos) hace años y el resultado ya se vio.
PD.- Veo más nubes negras por el momento para otros oficios 
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¿Usar la IA para descubrir la cura del cancer? - No
Usar la IA para trolear a Pedro Sanchez - Si
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Before IA
https://twitter.com/WillyTolerdoo/status/1784872114257846678
After IA
https://twitter.com/ivangorra_/status/1783936707416526883
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