That Oracle speaks out on the soap opera between NVIDIA and OpenAI is a bad sign. That it will not have benefits until 2029, too

Oracle counted in a tweet that the agreement between NVIDIA and OpenAI has “zero impact” on your financial relationships with the company that owns ChatGPT. This is more complicated than it seems, because the AI ​​business could end up collapsing if a large company like NVIDIA or Oracle shows even a hint of doubt towards OpenAI. The latest statements by Jensen Huang, CEO of NVIDIA, have made the market nervous, although Oracle’s path is not very encouraging either. Why is it relevant? Oracle just announced that will raise between 45,000 and 50,000 million of dollars this year through debt and equity issuance to build cloud infrastructure for its large AI clients. Among them, OpenAI stands out with a contract of 300,000 million of dollars for five years that starts in 2028. The problem is that OpenAI is not profitable right now, and Oracle needs OpenAI to raise capital so that it can pay it. It is a circular financing circuit where everyone depends on everyone Keep signing checks. The numbers don’t add up yet. The contract with OpenAI involves about $60 billion annually starting in 2028. To fulfill it, Oracle must buy approximately 400,000 chips NVIDIA’s GB200, with an estimated cost of $40 billion just for its flagship data center in Abilene, Texas. Meanwhile, OpenAI’s total revenue in 2025 was around $13 billion, according to Bloomberg. Oracle is betting its bottom line that a company that currently burns more cash than it generates can pay bills equal to five times its current annual revenue. The alarm signals. In January, investors accused Oracle of hiding the need for more debt to finance its AI infrastructure, according to Reuters. Oracle’s debt-to-equity ratio is at 6x, and credit default swaps reached levels not seen since the 2008 financial crisis in December, according to point Bloomberg. In addition to all this obstacle, Oracle’s action has fallen 50% from its September peak, when it announced precisely the agreement with OpenAIerasing some $460 billion in market capitalization. ANDnegative n until 2029. Developing data centers for AI has pushed Oracle’s free cash flow into negative territory, where it is expected to remain until 2030, according to data compiled by Bloomberg. Jefferies esteem that the company will need to raise more funds in 2027 and subsequent years, since cash flow will not return to positive until 2029. Oracle plans to raise 50 billion: half through equity, with convertible preferred securities and a share sale program of up to 20 billion, and the other half through a single bond issue in early 2026. Between the lines. What really worries the market is the structure of mutual dependence. NVIDIA funds OpenAI. OpenAI pays Oracle. Oracle buys chips from NVIDIA. Everyone’s income growth depends on everyone else continuing to write checks. When Jensen Huang, CEO of NVIDIA, declared to journalists that the 100 billion agreement with OpenAI “was never a commitment” and that they would invest “step by step”, Oracle had to come out with that tweet to calm the waters. And that tweet is precisely the type of communication that worries investors. Cover image | IEEE Awards, Hartmann Studios, Wikimedia Commons In Xataka | The CEO of Airbnb is clear that there are companies with too many meetings: his trick is to follow Jony Ive’s philosophy

Do you know that hurricane that everyone speaks of? Well Aemet has just pronounced on Gabrielle

In the last hours, Hurricane Gabrielle has reached category 4 in the middle of the Atlantic. That is, the countdown has begun: during the next few days, the cyclone will move to the east until Friday impacts with the Azores. Just after, the unknowns begin. Of those unknowns is what the weather information has been living in recent days. But now they begin to clear and, in fact, Aemet just said publicly That is on alert. And it is because, although as we said yesterday it is already clear that the Azores will take the worst part, the truth is that the scenarios in which the storm arrives at the peninsula are increasingly probable. Where is Gabrielle right now? Let’s start here. According to the latest notice of the National Hurricane Center in MiamiGabrielle is 2950 kilometers from the Azores. With sustained winds above the 220 km/h, the eye of the hurricane moves about 20 kilometers per hour to the northwest. And then? After passing through the Azores, Gabrielle “will stop being a hurricane.” Will suffer an extroatropical transition. That is to say “its intense wind field ceases to be located, exorbitant, circular, symmetrical and becomes expanding, becoming asymmetric and losing intensity.” That means that the Peninsula will approach the weekend as storm (something relatively common in autumn), but we do not know how, or when, or where exactly that transition will take place. What does all this mean? Well, right now, the most likely scenarios already give a discounted that Gabrielle He will approach “To our region, with high probabilities of suffering an extroatropical transition (transformation on storm) of high intensity.” And he will catch us almost by surprise. Because, although from Monday to Wednesday there will be a fresh atmosphere with showers, from Thursday we will enjoy a warm and stable atmosphere. It will be The summer of San MigueLy will be short (maybe very short). Just after: it is possible that the bad sea, the rains and the strong winds make an appearance in the west peninsular. Image | HNC In Xataka | The largest Hurricane of the Atlantic progresses slowly 16 kilometers per hour. The problem is your address: Spain

There is always a disturbing friend who never speaks in the WhatsApp group. Psychology has an explanation

A notification illuminates the mobile screen: “Someone has created a group.” For some, it is almost a message of horror; For others, an infinite dose of laziness; And for a few, the promise of a new plan that begins to organize. In a matter of minutes, the chat begins to fill with greetings, memes and jokes. Someone remembers the reason for the group and then the chain of questions, photos and proposals opens. Meanwhile, a recognizable figure always appears: that of the silent one, the “merodeter” that reads but never writes. A classic of any group. But what really does that silence mean? Is it disinterest, rejection, shyness … or something more complex? A thunderous silence. With more than 3,000 million monthly active users, According to TechCrunchWhatsApp reigns as the most used messaging application on the planet. And with it came the explosion of groups: a function that was born as a practical way of coordinating plans and that today has become a social phenomenon, as useful as exhausting. Within that ecosystem the so -called “silent” appear. These types of people are characterized by conserving Ancient chats as digital relics “That” Vacation 2017 “that nobody dares to erase – or those who remain even if they never write, because going out means having to give an explanation. A gesture that, As The Guardian remembersit is perceived almost like a public desaira. The rapid dynamic of the groups. The conversations move so fast that, if you are not connected in the first minutes, You can miss 67 messages On a break, a dinner, a drunkenness and even series recommendations. It is easy to get behind. And if it becomes common, the user limits himself to reading or even ignoring, until he becomes a digital “lurker”, How to describe an article The Independent. All this leads to overload. According to a study cited by Time66% of adults in the United States say they feel overwhelmed by the amount of messages, and 42% ensure that following the rhythm of their chats resembles a “part -time work.” Some confess to reserve time on the agenda just to answer messages. Others simply ignore and prioritize: the urgent is answered, the rest is filed in the mental folder of “eternal slopes”. Experts have something to say. Psychology has begun to pay attention to this phenomenon, and the general conclusion is clear: there is no single correct way to participate in WhatsApp groups. From the point of view of psychologist Rebeca Cáceres, director of Tribeca Psychologists, the essential thing is not to pathologize silence. In interviews with Week and The Spanishinsists that each person manages these spaces differently. Silence, in many cases, is not an absence, but a conscious act of self -care: choose not to respond as a way of protecting energy and maintaining coherence with their own values. “Not responding in a group does not mean ‘it ignores me’ or ‘rejects me’. That is what you feel, not what the other expresses,” he recalls. Your approach connects with the Self -determination theory by Edward Deci and Richard Ryan: emotional well -being is sustained on autonomy and the ability to decide how to interact. For her part, psychologist Olga Albaladejo adds other nuances in statements to body and mind. Many people shut up because they fear being misunderstood. The lack of gestures, tone of voice or looks makes WhatsApp a more ambiguous space. “They think too much about how their words will be read, if they will seem frivolous, too serious or little ingenious,” he explains. In more extreme cases, after that silence, social anxiety can hide, which amplifies the fear of being judged in an environment where each message is already written the view of all. But it is not always a problem: there are also introverted people who simply prefer intimate conversations against the noise of the groups. The fomo and the spiral of silence. Professor Sarah Buglass, from the University of Nottingham Trent, It raises another explanation in The Independent. Many “merodiers” remain in groups even if they do not participate moved by the Fomo (Fear of Missing Out). That is, the fear of falling socially relevant information. Being in the group – although in silence – is a way of monitoring the conversation, maintaining the sense of belonging and not being out of future interactions. Along the same lines, the “spiral of silence” by Elisabeth Noelle-Neumann, cited in Spanish, It shows how people tend to shut up when they feel that their opinion is in a minority or can break the harmony of the group. That silence, over time, is consolidated and ends up becoming a fixed role. The problem is that this behavior is not always interpreted correctly. For those who expect an answer, the lack of interaction can become a mirror of insecurities: feel ignored, little valued or even despised. “The silence, although legitimate, is not neutral,” Cáceres warns in Spanish. That is why he recommends that, if the lack of uncomfortable response, the healthiest is not to insist in public, but to open a private, honest and unjustial conversation. And what happens if you should be? Here we enter the obligations and these work groups, created for professional purposes, which end up becoming hybrid spaces where congratulations, jokes and memes are mixed. This ambiguity generates discomfort in some participants. Cáceres insists on week magazine in which the solution involves establishing clear rules: use schedules, type of allowed messages and the decision to use a personal or corporate number. Only with explicit agreements can we talk about commitments and expectations; Without them, demanding immediate response is meaningless. Resist hyperconnection without losing links. Silence in WhatsApp can also be seen as an act of resistance. The writer Richard Seymour, In The Guardianit relates it to the “right not to say anything” of the philosopher Gilles Deleuze. In a culture that rewards hyperconnection and immediate response, refusing to participate is a way to reaffirm control over time. However, group chats also … Read more

If the question is how long will the teles of our living room grow, the market speaks very clearly: until we have

The size of televisions carries decades growing at great pace. And how It has happened with smartphones From the first Samsung Galaxy Note, on the sector always plans the question of until when. As in mobiles there are comfort limits in handling and portability, the teles face space limitations in the salons. The market speaks clearly. Based on GFK data, TCL shared a reality from the television market last year: The size of the teles grows 1.2 “a year in Europe. With an average that has gone from 32 “from 2010 to approximately 50” in 2024 (Samsung told us in 2023 that the average size was already in 55 “and that in 2025 the standard could already be 65”). Thus samsung money earns: the secret is on the iPhone The consultant Counterpoint Research He has shared data from the first quarter of 2025 compared to previous years, and the growth has shot: the distribution of televisions of 75 “or more has grown 79 % over the same period of 2024, and the income 59 %. The trend is clear for 15 years. The teles grow 1.2 “a year. Source: GFK The latter indicates a drop in the average price in the giant inches: income does not grow to the rhythm of sales. Also, according to DSCC dataconsultant that now belongs to Counterpoint, in the second quarter of 2024, the televisions of more than 80 “grew 29% compared to the previous year. Samsung saw it clear. In 2018, the company commissioned An Ipsos study where they got interesting conclusions. According to the company, the space of the Spanish halls is not the big problem to which it had signed up before: “87 % of households could have an 82 television”, since that is the percentage of households that are more than 1.6 meters away to the TV, a minimum viewing distance recommended for this size of televisions, according to the ITU-R “. The responses of the population surveyed also left many doubts: 70% of those who had bought televisions contemplated the possibility of buying a larger one, in a context in which 70% of households did not exceed 50 “. The biggest obstacles to buying large -inch televisions were space (50 %of users), the price (39 %) and the viewing distance (16 %). The most interesting is in the first two points. Space is the great impediment, but according to the company there was ignorance about what size is adequate. And the price issue: 39 % did not buy larger sizes due to the pocket cost. Something that we will see that the market is solving. The teles go down, and go down. In this sense, if something teaches us recent technological history, is that Almost everything is more expensive, but the smart TV are given: And much of the fault is the “mother crystal”. Another great responsible is the current strategy of manufacturers and developers of operating systems for televisions, which They have turned the teles into television. The extreme case of this is Tellya free television that the user pays with advertising present on a second screen. In 2017, Juergen Boyny, Global Director of GFK consumption electronics, He told us They calculated that “there will be a screen size limit for most consumers between 75 and 77 inches, and even so, that size will remain as a very specific niche.” Today we know that at least the second is not so. And according to Counterpoint, in the European Union we spend average 536 euros on a TV. Faced with the 20,000 euros of a 77 “TV of less than a decade ago, which we mentioned in Boyny’s article, today there are models for about 500 euros. And the United States indicates where the road is going: Walmart already has 85 “televisions for less than $ 600. The size of the stay has always conditioned what we thought was the optimal size of the TV. But analysts came to say that televisions of 75 “would be niche, and reality has shown not China smiles. TCL and Hisense are the main Chinese brands of televisions. According to 2024 last quarter quarterthe first surpassed LG in the distribution of premium televisions, and Hins is already very close. In the general market, Samsung has already exceeded him, being 16 % quota, TCL with 14 %, Hisense with 12 % and LG with 10 %. Xiaomi follows a certain distance with 5 %. In the context of the annual growth of size and explosion of the giant inches, China also wins the bet of its brands itself. As you remember HDTVTEST: “TCL is one of the most aggressive brands when betting on large screens, having launched in recent years several MINI-LED and LCD TV models of 98 inches.” And we already talk about numerous 110 “models and 115 “. The strategy to crush competition. Both brands do not stop presenting giant and innovative televisionsand above all, to reduce them and democratize them. They have already had the 98 “TCL C805, Minilad, less than 1,700 euros. A model that launched a couple of years ago at 5,000 euros. The growing domain of TCL and Hisense of the Premium market responds to the growing domain of the Minned Tves (those that market) in front of the OLED, which dominate from Korea LG and Samsung. In 2024 there was sorpasso of technology: MINILED surpassed Oled In sales. And it was so after years of dominance and the entrance of Samsung in Oleds with the Samsung S95B In 2022. Server has been enjoying an OLED TV from 2020 by having prioritized image quality. The following will be Minnedfor the balance between size and quality. The perfect cocktail, with a brake. We have a panel size that has not stopped growing for decade and a half, sales fired in giant inches and prices that break up at the rhythms of vertigo, Even in toe technology. To this is added, as Samsung pointed out, users who want larger sizes … Read more

His strategy in Europe and Spain speaks directly to governments

As artificial intelligence (AI) transforms the digital world, so do those who seek to take advantage of it for malicious purposes. Europe, According to MicrosoftIt is low Increasing pressure of attacks Orchestrated by state actors and criminal gangs that no longer operate alone: ​​they rely on AI tools to improve their tactics. Given this new reality, the company has launched a cybersecurity program without cost to European governments, with a clear objective: reinforce the defenses of the continent. The radiography offered by the Redmond giant about the situation in the old continent is clear: the number of attacks does not cease to increase and its complexity as well. The most frequent threats come from groups linked to governments such as those of Russia, China, Iran and North Korea, with objectives ranging from the theft of credentials and infiltration in corporate networks to the manipulation of public opinion through digital disinformation. Click to see the message in x According to the company, many of these actors have incorporated AI techniques to refine their campaigns: from automated vulnerabilities recognition to the creation of false content with Deepfakes. In parallel, criminal gangs also evolve. The appearance of platforms of ‘Ransomware as a service‘And forums with instructions to operate complex attacks has democratized access to dangerous tools, amplifying the risk throughout the continent. Microsoft’s proposal: a European cybersecurity program, free and based on AI In response, Microsoft has launched the European Security Programan initiative that offers without cost to all European governments, including the 27 EU member states, the countries in the process of adhesion, the United Kingdom, Monaco, the Vatican and the members of the EFTA. It is not clear how many countries have decided to join at the time of publishing this article, but the company states that the objective is to strengthen cyber -defense from three fronts: Share intelligence on threats based on AI with governments, adjusted to each country and, when possible, in real time. Increase investment in capacity and resilience, including training, technological development and support for NGOs. Expand alliances with police and operators to interrupt criminal networks and cyber attacks before they climb. According to official information, the initiative implies the delivery of personalized intelligence to each country, the expansion of access to the Cybercrime Threat Intelligence Program and frequent updates on foreign influence operations. Priority communication is also included on Vulnerabilities detected and technical orientation to mitigate them. Each participating government will have a direct interlocutor in Microsoft to expedite coordination. In addition, the company details that collaborates with Europol in its European Cybercrime Center in The Hague. Also, in the technological level, there are also concrete actions. Microsoft has launched a fund to protect strategic Open Source projects (such as Log4j) and develop advanced security tools with the British laboratory Lasr. The rise of agents of ia also worries outside Microsoft The use of artificial intelligence in the field of cybersecurity not only worries Microsoft. Several researchers and signatures in the sector, such as Trend Micro or Malwarebytes, warn of an emerging stage in which Autonomous ia agents They could become especially effective attack tools. Although today a wave of cyber attacks fully executed by agents have been detected, some laboratories have already begun to identify their first real incursions. Palisade Research team, for example, has built a honeypot specifically designed to detect AI agents activity. And they have achieved it: they have registered millions of access attempts and have confirmed the presence of at least two agents. Image: Microsoft It is not just attacks aimed at governments or infrastructure. According to a study published in Harvard Business Review By researchers from Harvard, MIT and the World Economic Forum, the generative AI is also transforming mass attacks like him Phishing. And it does it by reducing its cost more than 95 % and maintaining its success rate. Experts point out that language models such as GPT-4 They allow completely automating the phishing cycle, from the choice of objectives to the writing of convincing emails. In their experiments, 60 % of users fell into traps generated by AI, a percentage comparable to that of messages created by human experts. This perspective fits with the reading made by Microsoft about the role of AI in current threats, but also reveals that concern is shared by researchers, academics and actors in the sector who are developing specific detection systems to prevent these agents from going unnoticed. Europe is already taking action The launch of this program does not happen in a vacuum. The European Union has been strengthening its response from digital threats, with initiatives that seek to raise the level of protection both in public administrations and in the private sector. In turn, many countries are implementing their own plans to shield themselves. Spain, for example, has become one of the great objectives of cybercrime: it is the second most attacked country in the world, According to Secure & It. In this context, the government is promoting a millionaire investment To create a “digital shield” that reinforces the country’s defenses. We need to see what role the European Security Program of Microsoft will play within this panorama. At the moment, it is a voluntary, but ambitious initiative. Cover image | Lukas s + Freepik With Photoshop In Xataka | Goal has been spying on everything we did when navigating android mobiles. Neither the incognite mode nor erase cookies avoided it

The tariff war will shoot the price of a component that nobody speaks: the SSD units

The tariff war that has triggered the entire planet The US government led by Donald Trump is wreaking havoc in the markets. Consumers are already noticing Price increase Of many products, and presumably in the short term we will perceive it in many more. There is no doubt that the world is entering In an unexplored terrain. If we stick to technology, much is being talked about the impact of tariffs on chips for applications of artificial intelligence (AI), CPU and other components, but storage solutions have gone unnoticed. Until now. And it is that US tariff policy will cause with high probability a very important increase in the price of mechanical hard discs and solid state storage units. Mechanical hard drives can be worse stopped than SSD units Seagate, Toshiba and Western Digital are the main manufacturers of mechanical hard drives. The supply chains of these three companies are very complex because the components they use to assemble their units come from a very wide range of countries. And, to anyone’s surprise, many of these nations are among those subject to The highest US tariffs. In principle the most disadvantaged company at the current situation is Seagate. As we have told you, the US administration has increased tariffs for products from China up to 145%and Seagate produces a good part of his porpholio in the country led by Xi Jinping. In current circumstances the best option for these companies is Move your production to the USeither one of the countries that are receiving a slightly friendlier treatment from the Government of Donald Trump. The manufacturers of solid state units have an advantage that the mechanical hard drives companies do not count However, for mechanical hard drives manufacturers it is not easy to move from one country to another. And it is not because these devices are assembled in clean rooms similar to Those used to manufacture semiconductors with the purpose of ensuring that dust particles do not spoil them. The panorama faced by the producers of solid state storage units is not very different. Samsung, Micron or Kioxia supply chains, among other companies that manufacture NAND 3D memory chips or SSD units, are as complex as those of companies that produce mechanical hard drives. However, manufacturers of solid state units They have an advantage With which the mechanical hard drives companies do not count: the assembly of the SSD does not have to be carried out in a clean room. In practice it is relatively simple to transfer the production of SSD from China or Vietnam to Mexico, Canada or the US. Whatever the price of storage units, whether they are going to increase perceptibly over the next weeks. Only a return to the prior market to tariffs could avoid it, and right now this possibility is remote. More information | Blocks & Files In Xataka | China responds again to US tariffs and rises to 125%: from here it would be a “joke” to keep climbing

The Japanese demography debacle, illustrated in a graphic that speaks for itself

The Japanese demographic crisis comes from afar. In 2019, we already commented that Japan was extinguishing. In 2018 there were 921,000 births in the country, a worrying number if we take into account that more than 1.3 million Japanese died. That exceptionally low fertility rate It is directly related to a very aging population, so much that it has already been baptized as a “demographic winter.” And it is something that is reflected perfectly in this graph elaborated by Visual Capitalist. And forecasts are not good. Discouraging. We can appreciate the data since the 1950s to see a clear trend that seems to be not changing. On the contrary, everything points to a worsening of a critical situation in the country. There are two very marked moments in the Japanese demographic curve. On the one hand, the population boom that occurred after Second World War. On the other, the unstoppable increase in the population over 65 due to improvements in life. However, at the beginning of the 21st century, the demographic curve began to twist. It is when we see that the amount of population begins to decrease as the amount of aging population takes run at a slope that seems to have no end. Forecast. The data In which they are based for the creation of this graph, they come from the Japan Statistics Office and, beyond the past and current panorama, it offers us an estimate of the country’s future demographic. It is not good and, in this table, we can see the proportion between the total population and those over 65 so far, as well as the projection for 2045: Year Population in millions Population of more than 65 years in millions Percentage 1950 83 4 4.9% 1955 89 5 5.2% 1960 93 5 5.7% 1965 98 6 6.3% 1970 105 7 7.3% 1975 112 10 8.4% 1980 117 19 10.1% 1985 121 14 11.8% 1990 124 16 13% 1995 126 19 15% 2000 127 22 17.4% 2005 128 25 19.6% 2010 128 29 22.8% 2015 127 33 26.3% 2020 126 36 28.6% 2023 124 36 29.4% 2024 124 36 29.3% 2030 123 37 30.1% 2035 120 38 21.9% 2040 117 41 34.8% 2045 113 41 36.4% Consequences. It is not necessary to wait for that 36.4% of the population over 65 to see the consequences: it is something that Japanese society is already experiencing. A clear example is schools: in the absence of children, there are schools that They are being reconciled in other spacessuch as aquariums or sake factories. It is so devastating that it is estimated that 450 centers close every year. Between 2002 and 2020, almost 9,000 closed and, if the trend continues, there are those who consider that, on January 5, 2720, There will only be a child under 14 in the country And long before, All Japanese will swell the same. It is an apocalyptic scenario, almost identical to that seen in the movie ‘Children of men’, but this does not only affect schools. Before the lack of young employees, there are companies that They are already delegating to robots To do the job and diaper companies they have reinvented themselves as adult diaper companies. Not to mention the pension system: without young workers to support it, the pyramid collapses. Measures. From the government, of course, they are taking measures. An example is that, in a curious movement, They want to attract digital nomads. They have also opened to something unusual: companies like McDonald’s have opened their arms to Workers with colored hair. Until not so long, the company prohibited its workers from dying hair and having certain beards, measures that have had to relax due to that demographic fun. There are also government measures, such as Free nursery in Tokyo to promote birth and four -day work week to support family reconciliation. Yuriko Koike, governor of Tokyo, said there was no time to lose and acknowledged that the crisis will not disappear for itself. Success cases. Missing time to see the green outbreaks of the new policies and attitudes of the government and companies in birth, but there are examples within the Japanese society that can give wings to recovery. One of them is Nagi’s. It is a small town that has been placing the problem of birth in the upper area of ​​its agenda years. Apart from the aid for parenting and nurseries, they do not pay books or school materials. There are also incentives such as family rents for a monthly rate of about 345 euros to the change or medical expenses fully covered for minors. Of course, they did not succeed from one day to another and get a rate close to the three points (when the country is closer to a single point) is something that took them two decades and sacrifices, such as the cut in public works projects . They are not the only. Nagi’s change of thought and model has not been simple and there are other measures involved, such as charging tourists for entering into the “miracle” in the town and the incentive for young couples who want to move to Nagi. We need to see how that case of individual success can be extended to a country, but Japan is not the only dramatic case worldwide and, above all, in the Asian territory. South Korea is an example, with 20% of the population over 65 and an enlightening national debate: At what age someone is ‘old man’. In China they do not get rid and, despite His efforts, tax advantagesyou aid, incentives And even his effort for campaign In favor of love and marriages, 2024 closed as the third consecutive year losing population. A quick solution seems immigration, something that Several countries are experiencingbut it is certainly a problem whose solution is not simple and that will not be solved overnight. In Xataka | Demographers have been wondering for centuries when the human population will stop growing. It already has … Read more

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