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Mastercard ya le da tarjeta a un software que compra solo

Espresso Matutino El Podcast•18 de septiembre de 2026•1202•
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Descripción del Episodio

Mastercard se alió con Alchemy para emitir tarjetas a nombre de agentes de IA: no de un humano, de un software que sale a comprar solo. En mercados, Wall Street rebotó tras el alza de tasas de la Fed y la Bolsa Mexicana subió con Televisa, Gruma y Quálitas al frente. Además, Estados Unidos reabre el cruce de Santa Teresa, por donde pasa el 40% del ganado mexicano.


En este episodio:
• ARM Y SU CHIP DE IA: La británica Arm subió 9%. Su director dijo que la demanda nunca estuvo tan fuerte y confía en vender 2,000 mdd de su primer chip de IA.
• MASTERCARD Y LOS AGENTES DE IA: Tarjetas virtuales a nombre de un software: tope de 150 dólares por tarjeta, 200 al día y expiran a los siete días. En México, Santander y Scotiabank ya ensayan.
• GANADO: REABRE SANTA TERESA: El cruce por donde pasa el 40% del ganado mexicano reabre el 24 de septiembre tras cerrar por el gusano barrenador. Quedan casi 2,000 casos activos en México.
• REGRESO A LA OFICINA: 55% de la gente ocupada en México ya trabaja presencial de tiempo completo. El híbrido cayó de 40% a 34% y el trabajo desde casa de 17% a 10%.
• EL DUEÑO DE TIKTOK: Zhang Yiming, fundador de ByteDance, es el más rico de Asia con 105,500 mdd, apalancado en TikTok y en sus apuestas de inteligencia artificial.
• GENERAL MOTORS Y LOS MISILES PATRIOT: GM entregó su primer lote de carcasas en tres semanas, cuando normalmente toma meses. Espera 700 mdd de ingresos por defensa este año.
• LA APP QUE DETECTA LOS LENTES DE META: Un programador polaco creó Zuckoff, que avisa si hay gafas con cámara cerca. Lleva 5,000 usuarios en un mes y ya lo buscaron reguladores europeos.

¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide

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Chapters

  • 00:00:00 INTRO
  • 00:01:46 MERCADOS
  • 00:02:14 EL FOCO
  • 00:03:14 MASTERCARD
  • 00:08:04 GANADO
  • 00:09:38 OFICINA
  • 00:11:27 TIKTOK
  • 00:13:20 GENERAL MOTORS
  • 00:14:45 ZUCKOFF
  • 00:16:21 ¿QUÉ MÁS PASA?
  • 00:18:16 EL NÚMERO

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