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E20 Irán, Tesla y el colapso del SaaS: qué hacer con tu dinero hoy

EPISODE · Mar 6, 2026 · 1H 1M

E20 Irán, Tesla y el colapso del SaaS: qué hacer con tu dinero hoy

from Trade Talks by Abacus Exchange · host Abacus Exchange

En este episodio de TradeTalks el equipo analiza varios de los temas más importantes que están impactando el mercado hoy: desde la estrategia de Apple para expandir su base de usuarios con dispositivos más accesibles, hasta el posible impacto geopolítico de conflictos como el de Irán en la energía y la economía global. También debaten el enorme cuello de botella energético que enfrenta la inteligencia artificial debido al crecimiento de los data centers, y cómo esto podría beneficiar a empresas del sector energético. Finalmente, exploran el posible “colapso” del modelo SaaS frente al avance de la inteligencia artificial, discutiendo si muchas plataformas de software serán reemplazadas por agentes AI o si simplemente deberán reinventarse. Una conversación estratégica sobre tecnología, geopolítica, inteligencia artificial y cómo posicionar un portafolio para los próximos 10 a 20 años.#DalePlay y #LearnWhileInvesting

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E20 Irán, Tesla y el colapso del SaaS: qué hacer con tu dinero hoy

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