3 Comentarios
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Avatar de Jaime Rio

Hola Carlos, una cosilla. Justamente hoy he clicado en los enlaces de los productos que recomiendas, concretamente en los móviles Android, y hay un par que no se pueden comprar. Por si quieres revisarlo.

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Avatar de Carlos Molina

GRACIAS, ya lo he actualizado un poco ;) que hacía 3 meses que no le daba una vuelta a los genéricos

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Avatar de Robots and Chips

Excellent analysis of Nvidia's maturation phase. The 'physical limit law' you describe captures the fundamental shift perfectly - we've moved from exponential growth driven by technology advances to linear growth constrained by manufactuing capacity. The geopolitical dimension with China adds another layer of complexity - Lutnick's comments about making China 'addicted to American tech stack' were strategically foolish even if tactically honest. The most insightful point is about concentration: efficiency and scale in capitalism naturally lead to consolidation, whether in cloud providers or shipping companies. This creates systemic fragility that extends beyond technology.

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