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José Maria Macedo
Cofounder @delphi_labs Founding Partner @delphi_ventures
Another banger from our resident @delphi_intel builder @lex_feeds
Follow him if you haven’t yet

LΞX20.7. klo 01.50
I thought humanity is safe just 2 days ago, it’s literally counting in days…
Some context: This isn’t the first time AI has medaled at the International Math Olympiad (IMO). Last year, Google’s AlphaProof won silver—but that model was trained specifically for math.
This time, OpenAI used a general-purpose model (likely an internal GPT-5 prototype?), and it won gold. That’s a huge leap in significance.
To put this in perspective: solving an IMO-level problem typically takes elite human competitors about 100 minutes. Just 2 years ago, top AI models were still struggling with grade-school word problems (GSM8k), which take humans about 10 seconds to solve.
As OpenAI’s Dan Roberts shared at Sequoia’s AI Ascent 2025, the length of tasks AI can handle is doubling every 7 months. By late 2025, GPT-5 may very well be operating at hour-long human task levels.
One caveat: This year’s IMO reportedly had a flaw in difficulty balance—problems 1–5 were relatively easy, while problem 6 was unusually hard. As a result, many scores clustered between 28–35 (each problem is worth 7 points). The AI scored a 35—just enough for gold. A bit of luck, but the trajectory is undeniable.
Last not least, the math competitions will undoubtedly be a race between Chinese in China, Chinese in U.S., and AI models (built by Chinese in the U.S. and China)
2,79K
Maybe I’m weird but O3 is the best overall model for my use cases (research and investment diligence) and it’s not rly close
My basic flow:
-Gemini for working with large docs / context and or pulling data from docs (eg filings)
-Grok for current events (eg Iran war) and for researching stuff thats censored by other models
-Claude for vibe coding
-O3/deep research for research and analysis
1,8K
José Maria Macedo kirjasi uudelleen
Working for a good research firm is one of most EV+ things you can do in crypto.
Since starting at @Delphi_Digital, I've been surrounded with some of the most cracked talent that I'm constantly learning from.
It's not easy. It's not a job where people tell you what to do. You have to figure out how to think for yourself.
More freedom comes with more responsibility.
But when you are working with the best it pushes you to improve.
I have grown more these past 7 months than the years I spent going at it alone.
Proud to be standing among giants.
15,07K
José Maria Macedo kirjasi uudelleen
If we live in a culture where we all walk on egg shells
Then the air waves will be dominated by the most hostile fringe minorities
I said something that landed differently than how I intended, I got called on it, and I clarified
Cancel culture silences the middle
110,37K
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