
E06 - Los IPOs anuncian la crisis, la FIFA no pone los precios, Anthropic pide frenar la IA
Descripción del Episodio
Episodio en vivo. La semana en que SpaceX sale a bolsa y Anthropic publica un documento proponiendo desacelerar la IA que ella misma lidera, los cuatro hosts debaten frente a público si los IPOs gigantes son la señal que históricamente precede a las crisis. Y de paso: por qué la final del Mundial ya cuesta más de $11,000 dólares.
Temas del episodio:
- La caída del viernes, el dato de empleo y por qué los IPOs de SpaceX, Anthropic y OpenAI están chupando la liquidez del mercado
- Dólar débil, desdolarización y la Dollar Milkshake Theory
- Mundial 2026: pricing dinámico, el monopolio de la FIFA y quién captura la renta
- e/acc vs altruismo efectivo: el documento de Anthropic y el debate que divide a Silicon Valley
- Termómetro de riesgo: la mesa dividida del 30 al 90, y la palabra de Miguel: cautela y cash
Cuatro gestores de fondos con capital propio en juego, debatiendo sin línea editorial.
⚠️ DISCLAIMER: LA INFORMACIÓN DE ESTE PODCAST NO ES UNA RECOMENDACIÓN DE INVERSIÓN ━━━━━━━━━━━━━━━━━━━━━━━━ Nada de lo contenido en este podcast constituye asesoría fiscal, contable, regulatoria, legal, de seguros o de inversiones, ni representa una oferta, solicitud o recomendación para comprar, vender o realizar cualquier operación con valores, esquemas de inversión colectiva, instrumentos financieros o servicios.
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