Innovation and AI at AB InBev
São Paulo
Joined March 2020
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Se você gosta ou estuda inovação, segue um fio com alguns textos que escrevi sobre o assunto, tanto no esporte quanto no setor corporativo em geral.
1. Por que toda organização esportiva deve ter um profissional de inovação?
medium.com/renova-inova/por-…
feliperibbe retweeted
Last night an AI agent performed brain surgery on a mouse.
We gave it 19 gene therapy vectors in a spreadsheet, a mouse model of epilepsy, access to a motorize surgery rig with cameras and one goal: reduce seizures.
It picked the drug. It picked the brain region. It derived the coordinates from three papers. Then it drove the stereotaxic arms into the brain and injected 250 nanolitres while watching the entry site through the rig camera for bleeding.
A licensed vet gated every irreversible step and held a physical kill switch to stop the AI agent.
Thread on what it decided, what it saw, and the moment it refused to let me override it.
[Writing this on the spot out of excitement, but I've been 18hrs in front of my laptop coding and coordinating this, so keeping it brief and descriptive, more cohesive thoughts on this soon...]
feliperibbe retweeted
I joined @GoogleDeepMind to develop a research program on the economics of AGI. Today, together with Andrew Koh (@andrewjkoh) and Shane Legg (@ShaneLegg), we are incredibly excited to release The Economics of Intelligence, the first in a series of projects from our group on how AGI will change the economy.
How do capability improvements transform the economy, and when? In this project, we define thresholds of economic capabilities, e.g., minimal AGI, based on how they transform the economy. We then track how the economy–market structure, employment, and wages–changes during the transition across capability regimes.
We have seen exponential increases in what AI agents can do but the broader economy seems almost remarkably unchanged. Part of the reason is that the solo AI agent is the wrong economic object; economic transformation is an equilibrium outcome where organizations compete. Looking at how intelligence functions within organizations, transformation will depend on when two key capability thresholds are crossed: competence (gains on individual skills, e.g., coding, math) and coordination (gains on ability of agents to cooperate and work together).
We show that what economic transformation looks like depends on whether AI becomes supercompetent, supercooperative, or both—the regime of artificial superintelligence (ASI). Tracking this transition shows why the real visible transformation may come from improvements in coordination—a capability most benchmarks don’t yet track. Past a certain threshold, AI capabilities can break the Coasian ceiling on firm size and lead to an economy that looks drastically different than the one we see today.
Two main takeaways:
1. To understand the path of transformation, we should be tracking agentic coordination more closely.
2. The impact of AI will likely show up in wages before market structure or employment.
We are really excited about this paper. Excited to hear people’s thoughts.
Link: institute.deepmind.com/essay…
feliperibbe retweeted
black pill: enterprises are putting their AI transformation (and the most existential business risk/opportunity of a lifetime) in the hands of their IT department
feliperibbe retweeted
Every day I ask myself: “Is my team AI-native enough?”
My rule: If AI can do it, humans shouldn't touch it.
AI already writes 95% of our code. But PRs still get stuck waiting for approvals.
I asked: “Do those reviewers actually read the code? If not, why not let an AI agent handle it?”
So we built one. Life immediately got better.
How fast an organization becomes AI-native will determine whether it thrives or dies.
Interessante. – at Osasco, Brasil
feliperibbe retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
nitter.gq/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
feliperibbe retweeted
"Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech."
spr.ly/6014BH5uME
Lutão. Makhachev viu que não dava pra ele e logo arrumou uma desculpinha. Caiu pra cima.
They're here to THROW HANDS 👊
@thenightmare170 vs @michaellmma
[ #UFC336 | Jan 30 | LIVE on @paramountplus ]
feliperibbe retweeted
We have a CIO/CTO survey coming fresh of the field. We talk to many of them also in qual, the issue is they deployed without proper ROI tracking in place. Almost universal they qualitatively know the ROI is there and are now working to implement ways to measure. In our survey ~56% had ZERO ROI tracking measures in place. Of those tracking properly 67% see a return in some fashion.
BofA 2H26 survey on AI with ~300 CIOs:
"~17% already see AI ROI, additional 31% expect to see it in 12 months As AI projects move into production, the next test is whether they deliver measurable returns. Enterprise-wide ROI is already reported by 17.2% of respondents, with another 31.4% expecting it within 12 months. Combined, 48.6% see current or near-term returns, while 30.7% expect them in one to two years."
"91.2% of respondents increased their AI compute use over the past 12 months, and 54.0% increased it significantly."
$NVDA $GOOGL $META $MSFT $AMZN
feliperibbe retweeted
Kimi K3.1 Pro ranking #4 on Artificial Analysis’ Intelligence Index across ALL models, including Claude Opus 5.5, Fable, and GPT-6 Astra, is absolutely wild.
Open source is so back. 💪
Estudo com mais de 1 milhão de previsões mostra que mercados de predição são de fato bem calibrados. Não à toa algumas empresas de mídia têm substituído o uso de pesquisas por parcerias com empresas de mercados de predição.
🚩 When Polymarket or Kalshi says there's a 70% chance something will happen, should we believe it?
Excited to share our new paper, just published in PNAS, in which we examined more than ONE MILLION forecasts from Polymarket, Kalshi, Manifold, and Metaculus, spanning 12 domains and forecasting horizons ranging from hours to years.
The main finding is striking: Prediction markets and collective forecasting platforms are remarkably well calibrated. When they assign events a 70% probability, those events really do happen about 70% of the time. And this pattern holds surprisingly well across different platforms, domains, and forecasting horizons.
But there's an important twist. When we looked more closely, we discovered systematic biases in some of the domains where forecasting matters most (wars, elections).
For decades, psychologists have documented how poorly humans often reason about probability and uncertainty. Our findings offer an encouraging counterpoint: When judgments and information are aggregated, we can achieve a surprisingly accurate understanding of an uncertain future.
That doesn't mean we can predict what will happen next with certainty. But it does mean that we can be remarkably good at estimating how uncertain the future really is.
This work was a great collaboration. The data for this project was meticulously collected for years by Justin Dickerson, the project was led by Hilla Shinitzky and Maayan Peer, with @mattansb leading the analyses.
📄 Read the paper:
pnas.org/doi/10.1073/pnas.26…
#Forecasting #Polymarket #Kalshi #DecisionScience #PNAS
feliperibbe retweeted
Amazon, Delta, and JPMorgan Chase are blocking AI agents.
Remember when Steve Jobs initially refused to allow 3rd party iPhone apps? Later, Apple launched App Store. It made the Apple ecosystem wildly successful.
You can't stop a tech revolution. Adapt or get disrupted.
feliperibbe retweeted
It's remarkably short-sighted for websites to block AI agents.
Agents WILL become the way most people transact online - block them and you'll lose a ton of customers.
And I suspect LLMs will get better at browser use faster than humans will improve at detecting them...
notice..
> Delta is blocking AI agents from booking flights
> JPMorgan Chase and Charles Schwab block agents from accessing accounts
> Yelp requires paid data licensing for agents
> Amazon has blocked Grok bot and other shopping agents.
the internet is starting to block AI agents that were supposed to do everything for us
