𝗦𝘂𝗺𝗮𝗻𝗱𝗼 𝗱𝗲𝘂𝗱𝗮 𝗽𝘂́𝗯𝗹𝗶𝗰𝗮 𝘆 𝗽𝗿𝗶𝘃𝗮𝗱𝗮, 𝗙𝗿𝗮𝗻𝗰𝗶𝗮 𝗲𝘀 𝗹𝗮 𝘀𝗲𝗴𝘂𝗻𝗱𝗮 𝗴𝗿𝗮𝗻 𝗲𝗰𝗼𝗻𝗼𝗺𝗶́𝗮 𝗮𝘃𝗮𝗻𝘇𝗮𝗱𝗮 𝗺𝗮́𝘀 𝗲𝗻𝗱𝗲𝘂𝗱𝗮𝗱𝗮, 𝘀𝗼́𝗹𝗼 𝗽𝗼𝗿 𝗱𝗲𝘁𝗿𝗮́𝘀 𝗱𝗲 𝗝𝗮𝗽𝗼́𝗻.
El debate se centra sobre todo en la deuda pública, que es una parte, y ni siquiera la mayor. Sumando la deuda pública a la de hogares y empresas, la deuda total del sector no financiero francés asciende al 𝟯𝟯𝟭,𝟴% 𝗱𝗲𝗹 𝗣𝗜𝗕, frente al 233,1% de Italia, el 221% de España y el 198,2% de Alemania.
La diferencia está en las empresas (barra naranja): con los datos del BIS, la deuda de las empresas francesas se sitúa en el 155,2% del PIB. Ojo con la medida: el BIS incluye los préstamos entre empresas, también dentro de un mismo grupo, y eso hincha la deuda empresarial de países con muchas multinacionales, como Países Bajos, Bélgica o Suiza. Con la medida más estrecha de la Banque de France, sin esos préstamos, la deuda de las empresas francesas baja al 𝟳𝟱,𝟱% 𝗱𝗲𝗹 𝗣𝗜𝗕, pero en términos relativos el dato aguanta: sigue por encima del 50,7% de las españolas, el 52,7% de las italianas y el 45,6% de las alemanas.
Más información en mi último análisis para @rielcano, con enlace en comentarios
I’m becoming a broken record with this but Zohran and DSA really are the only political forces in America meeting the crisis of loneliness and social atomization with policy interventions that make sense. These are such minuscule investments and they make a world of difference.
Can our TPUs survive and operate in space? Well, we're going to find out.
Project Suncatcher is hitching a ride aboard @SpaceX's Transporter-18 mission, testing a prototype satellite built in partnership with @planet
One small step for TPUs....
Si al pueblo le cierras las formas legales de críticas y protesta tomará otros caminos.
Porque, ya puestos, si vamos a ser delincuentes pues a lo grande.
SpaceXAI has an insane speed advantage in building AI infrastructure on Earth and in space that nobody else is attempting at this scale
Look at what Elon has been building:
• Colossus went from an empty site to one of the world's largest AI supercomputers in just 122 days
• It was then doubled to 200,000 GPUs in another 92 days
• SpaceXAI reported ending 2025 with 1M+ H100 GPU equivalents across Colossus I and II
• A massive 1.2 GW permanent power plant is already being built for its compute infrastructure
• Starlink already provides the global laser-linked communications layer
• Starship is being built to move enormous amounts of compute hardware into orbit
• Starmind AI1 satellites are designed for up to 250 kW of peak compute each
• SpaceX's orbital cooling cuts cooling-power overhead by an order of magnitude
• SpaceXAI and NVIDIA are working together to take Vera Rubin from massive AI factories on Earth into orbit, with Starmind AI1 built around an optimized Vera Rubin NVL72 architecture using NVIDIA's high-speed NVLink compute stack
• A new Gigasat Factory is being built to manufacture and deploy thousands of AI satellites starting as soon as late 2027
• SpaceX and Tesla are now building Terafab to bring logic, memory and advanced packaging under one roof for a future requiring more than 1 TW of compute
Most AI companies need completely separate companies for power, data centers, networking, chips and launch
Elon is putting the entire physical AI infrastructure stack together under one system:
AI → Earth compute → power → chips → networking → rockets → satellites → orbital compute
Colossus trains the models
Terafab attacks the chip bottleneck
Starship carries the compute into orbit
Starmind runs the compute in space
Starlink moves the data around the planet
Nobody else is building this entire stack
And the speed is the insane part
Every layer compounds the advantage of the others as the whole system scales
This is a completely different game
Nunca olvidar que tenemos Metrópolis (1927) completa gracias al descubrimiento de dos porteños que dedican su vida a investigar, divulgar y preservar el cine.
SpaceX and Tesla will win because they will own the most compute
xAI will beat Anthropic and OpenAI because they will acquire the most compute
Tesla Optimus will win because they will have more compute than Figure and Chinese competitors
Cybercab and Robotaxis will win because they will have more compute than Waymo and other competitors
And in the long-run, SpaceX and Tesla will win because they will own the chips via Terrafab, the connectivity via Starlink and the access to Space via Starship
There are not many moats left in enterprises, but SpaceX and Tesla continue to own the biggest ones because they focus on doing the hardest things
This is why Spacex and Tesla (likely merged at some point) will become a $100T company in the years (decades) to come
@elonmusk is thinking in decades, not months like most other companies