NTN 534 - SpaceX compra Cursor

SpaceX compra Cursor por US$60B y la IA para programar deja de ser “una app cool” para convertirse en infraestructura estratégica. Hablamos de GPUs, hyperscalers, agentes de código y por qué LATAM debería mirar esto con esperanza… y con la billetera agarrada. Fuentes: • Epoch AI: https://epoch.ai/data-insights/hyperscaler-capex-vs-cash-flow • SEC: https://www.sec.gov/Archives/edgar/data/1181412/000162828026043411/spaceexplorationtechnologi.htm • Cursor: https://cursor.com/blog/series-d

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This episode was published on June 19, 2026.

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