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Oracle signed a 300 billion agreement with OpenAI. Two months later it has lost 315,000 million in the stock market

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Since Oracle announced its $300 billion deal with OpenAI On September 10, its shares have lost $315 billion in market capitalization, as they have stated since Financial Times. The technology company He has bet everything on a single card: Become the premier infrastructure provider for the world’s most valuable AI lab. Investors are not convinced. The most expensive bet in its history. Oracle has tied its future to OpenAI in an unprecedented way in the technology industry. According to estimates At Jefferies, 58% of its future order book comes from a single customer: OpenAI. To put it in perspective, Microsoft has just 39% concentration with its largest customer, and Amazon 16%. Oracle has gotten into a mess and its business diversification has become a critical dependency on OpenAI. The plan is ambitious but risky. Oracle’s strategy is to reach $166 billion in cloud computing revenue by 2030, according to counted the company last month. To achieve this, its investment budget in the current fiscal year ending in May amounts to $35 billion. The analysts wait that this annual expenditure will stabilize around 80,000 million in 2029. But here’s the problem: Starting in 2027, most of that revenue would come from OpenAI, according to the calculations from RBC Capital Markets. That is, Oracle is not just building massive infrastructure, it is building massive infrastructure for a single tenant that has yet to prove its long-term commercial viability. The numbers don’t add up yet. Oracle’s net debt already stands at 2.5 times its ebitda (earnings before interest, taxes, depreciation and amortization), more than double what it was in 2021, and is expected to almost double again by 2030. Its free cash flow is also expected to remain negative for five consecutive years, according to the forecasts collected by Bloomberg. The company is financing with debt a gigantic server farm with the hope that OpenAI will generate enough revenue to justify the investment. Meanwhile, as has shared Financial Times, investors are so restless that the cost of insuring against a potential Oracle default is at a three-year high. The contagion effect of OpenAI. Oracle is not the only company that has suffered after announcing agreements with OpenAI. Broadcom and Amazon too have seen their shares fallwhile NVIDIA has barely moved since its investment agreement in September. A few months ago, any type of association with OpenAI caused prices to rise, considering himself the King Midas of AI. The most notable case was AMD’s in Octoberwhen its shares rose 24% after announcing a chip deal that included company warrants. That halo effect seems to have completely faded. Between the lines. The initial theory was that OpenAI was in a frantic race to catch up. general artificial intelligence (AGI) and that Oracle was the only company capable of scaling the necessary computing capacity at the required speed. Oracle promised the lowest upfront costs and the fastest path to revenue generation because it acted as a data center tenant, not an owner. Now investors are sending the signal that partnering with OpenAI is no longer a guarantee of success. The alternative reality is less rosy: Oracle doesn’t have as much operating profit as its competitors to burn on R&D, so it’s betting everything to keep its only big customer in exchange for a promissory note. Amazon, Microsoft and Meta can afford to spend between 70,000 and 130,000 million a year in infrastructure. Oracle is juggling financials to keep pace. And now what. Oracle has until mid-2026 to prove that your Abilene data center in Texas, with capacity for more than 400,000 GPUs and 1.4 gigawatts of power, can generate the promised returns. Meanwhile, the market has spoken and is awaiting evidence that this partnership will bear the promised fruits. Cover image | Oracle and OpenAI In Xataka | As if there weren’t enough AI companies, Jeff Bezos has just returned from the shadows to build another one, according to the NYT

Duolingo was the fun, brave company we loved that taught us languages. Today it is sinking in the stock market

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Most people never manage to turn their ideas into business successes. Luis von Ahn (Guatemala City, 1978) has achieved it twice. The first, when he created reCAPTCHA and sold it to Google in 2009 for a small fortune. The second, years later, started from a much simpler concept. Learning languages ​​was a painso von Ahn wanted to turn that into just the opposite: something fun. This is how it was born Duolingoa company that taught how to speak languages ​​with a strong component of gamification. You already had to go to an academy or spend long periods of time in online courses: you could learn words, phrases and pronunciation through small tests when you were on the bus or waiting in a queue. Duolingo achieved the most difficult thing: making us like each other (and fall in love) Learning with Duolingo was fun and comforting. The small rewards worked and turned it almost into a video game that little by little more people became fond of. The snowball got bigger and bigger and Duolingo became one of those companies that already seemed likeable at first. It seemed that everything it did was done well, and little by little the company took important steps to become the giant it is today. The certifications arrived who wanted to rival the famous TOEFL exams, their platform for schools, and more and more languages. Some, like japanesewere a challenge. Others, like the Klingon or the high valyriumwere above all a diversion that consolidated the fun and cool image of the company. Then things started to get interesting because Duolingo wanted to not only teach us languages ​​to speak, but also programming languages. He was encouraged to want to serve as a tool so that the little ones They learned to read and write. And for the young and not so young, Duolingo wanted to become private mathematics teacherof music or even chess. All of this ensured that over the years Duolingo managed to solidify that company image that Not only did he solve real problems, but he did it in a friendly, friendly and fun way.. In 2021 the company decided go public and after a couple of relatively calm years, the shares began to rise in value significantly. Everything seemed to be going great for the company. And then everything went wrong. AI has mortally wounded Duolingo, but not because of what we think When OpenAI presented GPT-4o in June 2024, many of us saw the future. One in which you no longer typed on your computer or on your mobile screen: it was enough to talk to him. That promised to transform many segments and kill some others, and among those threatened were companies like Duolingo. At the time it wasn’t so obvious, but when we saw that kid solving a math problem With the help of AI, it was not difficult to imagine that education, as we had known it, could have an expiration date. Curiously, that didn’t seem to affect Duolingo too much. The company continued to grow, but then two things happened. First and foremost, a major blunder. Luis von Ahn advertisement in April an “AI First” vision in which I would bet on artificial intelligence as a new great tool for your growth. The message sounded like “let’s do without the human being,” and although von Ahn tried to clarify things, the damage was done. After that, the debacle. Duolingo shares began to plummet. But the thing didn’t end there. The second of those turning point events occurred in August, when GPT-5 demonstrated that one could build a custom Duolingo for, for example, learn french in a fun way. People stopped being in love with Duolingo and they began to criticize her precisely because of what had made her succeed. There was too much gamification and, as i said a user on Reddit, “for me the reward for learning a language is learning the language.” Source: Cinco Días. Stocks continued to fall almost steadily. These days Duolingo presented financial results, and the curious thing is that although they were good, they were not good enough for Wall Street. The firm reached 135 million active monthly users (50 million use it daily), 20% more than in the same period of the previous year. It also rose 34% in paying users. Although one would think those numbers were fantastic, they also warned that the forecasts for the fourth quarter were not so optimistic. Result: new stock market debacle. So much so that the shares have plummeted 64% since reaching their highs on May 1, just after the “AI First” announcement. Since then, Duolingo’s drift has been worrying, and the coming months will undoubtedly mark its future even more. The company is in a difficult moment, and the rise of AI may end up causing those experimenting with their chatbot to realize that starting to learn languages ​​​​is as easy as telling ChatGPT “I want to practice my English with you a little. Correct me when I say something else and suggest small exercises” out loud. That is the great challenge for Duolingo going forward. In Xataka | How to practice languages ​​using artificial intelligence

no other great technology is having a stock market as good as she

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Meta has just achieved something unheard of: dethrone Nvidia as the most successful technological technology of the year on the stock market. It is still far in stock market capitalization, but it grows above it in what we have been for the year. Its +22% surpasses the rest of the great technological, also Microsoft, and confirms the excellent stock market moment in recent times. Why is it important. Less than two years ago, Wall Street was punishing a goal for its obsession with the Metaversosomething that vanished at the same speed at which Chatgpt spread: the future actually passed by. Your expense in Reality labs Nor did it help. Today it is rewarding its transformation towards the practice. In detail. The change of course began in 2023, with what Zuckerberg called “The year of efficiency“ Now goal is running an AI strategy that combines the best of three worlds: Mass consumption products. Ray-Ban MetaCalls, Goal AI. Business infrastructure. Talent capture. In these last weeks we have understood the magnitude of point 3 with The signing of Openai leading researchersincluding Creators of O1 and O3. We also know that it plans to get 29,000 million dollars to invest in data centers. Between the lines. Investors have caught something that seemed unlikely: goal has made their traditional advertising income grow while in parallel builds their future in AI. Your R&D spending will reach the 65,000 million dollarsbut their margins continue to expand. Goal is demonstrating that it is possible to reinvent itself without losing the main business. Meanwhile, Google fights as can against the arrival of Chatgpt and Apple continues to look for its site in the AI ​​race. Goal has defined its identity: being the company that democratizes AI with a Llm Powerful but open source (with nuances) … … and make an incursion into Wearable that seemed innocent but is being tremendously successful. And now what. The next catalyst will be to verify how its smart glasses business evolves. And that of AI attendees. Above all, to what extent they change the business. Meta, first of all, it is demonstrating what was not taken for granted for all great technology: survival capacity in the transition to AI. And that is using recognition in the parquet. Outstanding image | Mariia Shalabaieva in Unspash In Xataka | The Xiaomi ai Glasses are much more than the finish line because they are not just a product. They are a platform

In times of fall in stock market, a luxury investment has become a “shelter”: bags

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In times of financial uncertainty, generalized falls In stock markets around the world and the dollar losing credibility as a reference currency, investors seek refuge values ​​to protect their assets. The gold It used to be the safeguard In times of crisis, but a new trend has gained strength in recent years: the Investment in luxury articlesespecially exclusive bags such as Hermès Birkin. Get out of the bag to get into the bag. The attractiveness of these high -end bags signed by Hermes, Louis Vuitton Or Chanel not only resides in its exclusivity and status, but also surprise by their profitability. While actions and gold experience ups and downs, Birkin bags have demonstrated a constant revaluation of their value in the second -hand market. During periods of financial volatilityluxury bags, and in particular Hermès Birkin, has positioned itself as an asset of investment at levels of artthe high -end watches or the Classic luxury cars. According to the report of Art Market Researchin the last two decades, luxury bags have gone from being an accessory to what is now “the only category of collecting women centered.” Scarcity marketing. This investment model is sustained thanks to something as basic as the law of supply and demand. Hermès, like most luxury brands, applies a deliberate scarcity strategy with a very limited production of their pieces in which, curiously, It is the brand who chooses What products sell to your customers. The high demand for these articles causes waiting lists among their clients that can reach six years. The perception of exclusivity increases the desire for the product, which causes automatically revalue in the second -hand market when leaving the store. This is a phenomenon quite common In markets. For example, we live it after launch of the Sony PS5when these consoles arrived with counts to stores and doubled their price in the second -hand market or, at another level, with The Purosangue Ferrari. More Birkin, less gold. The Birkin de Hermès, is considered one of the best investments in the world of luxury, even surpassing traditional assets such as art or gold in terms of profitability and stability. A 2020 study Prepared by Credit Suisse and Deloitte, he revealed that the value of the Birkin increased 38% on average that year, far exceeding the performance of the S&P 500, which grew 16.3% in the same period. A study Baghunter compared the value of Hermès’ bags with respect to the S&P 500 and gold since 1995. The results showed that the financial behavior of the Birkin was much more stable and profitable than the stock market index and the value of gold, with a less volatile market and greater interannual returns. While the S&P 500 offered an average annual return of 8.65%and gold just 1.9%, the Birkin registered an average annual increase of 14.2%. A second -hand birkin: from 9,000 to $ 200,000. As with the market of the Collection luxury watchesthe high demand for certain editions of Birkin has generated spectacular revaluation. A Birkin de Hermès costs between $ 9,000 and $ 12,000, but can reach prices of up to $ 200,000 In auctions or specialized platformsdepending on its rarity, state and materials. In 2015, a pink crocodile skin birkin was sold by a record of $ 223,000, consolidating the reputation of these bags as high performance investments. The most expensive birkin ever auctioned was a Birkin 30 Himalayas with diamonds, than It reached a price of $ 450,000 in 2014. The Chinese offensive: the true value of the Birkin. In a context of commercial warfare like the current one, the boom of the Birkin as an investment has not been exempt from controversy. After the imposition of tariffs by the Trump administration, Chinese influencers networks They have started a campaign To demystify the value of these bags. During the last days, Tiktok and X They have filled with videos of these Chinese influencers directing directly to the customers of these brands by analyzing the manufacturing costs in China. The message indicates the manufacturing price of a Birkin of Hermès around $ 1,400, while luxury brands sell their bags for a price up to ten times higher than its real cost, feeding the perception that there is a speculative bubble around these luxury items. In Xataka | A rare 900,000 clock has marked the end of moderation in goal: Mark Zuckerberg and his fondness for expensive watches In Xataka | Nicolas Puech: Hermès’s Swiss Millionaire who wants to leave a gardener with Spanish ties as the only heir Image | Hermes

Despite not having stock a while ago, you can get the record reader for PS5 for less than 80 euros

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If at the time you opted for the PS5 Slim Digital to save you a few euros but, over time, you have realized that you like physical games and that you even want to take advantage of some you had at home, there is an accessory that solves this problem. This is the DISCAL DISK UNIT FOR DIGITAL PS5 (that even exhausted after the presentation of the new Ps5 pro). Now, you can get said reader at a good price, since it is reduced to 79.99 euros In Fnac. Disco unit for PS5® Digital Edition (Slim Model Group) * Some price may have changed from the last review An essential accessory that will be exhausted at this price This reader serves all versions of PS5 Digital (both the Slim and the PRO, which is the last launch of Sony). If you have bought this console and then you have regretted by Do not have record readerthis is the gadget you need. Installing the record reader is very simple. You just have to attach it to the console and when you start the console, you will have to enter your data from PlayStation Network. Of course, you must keep in mind that, to be able to match the album to your Digital PS5, You will need an Internet connection. In addition to being able to play physical games, this Sony reader will help you to watch movies in Blu-ray and DVD. The design of this Sony accessory is Very minimalist and follow the line of the console itself and is available blank with matte finish. Some games for PS5 that may interest you Assassin’s Creed Shadows Limited Edition (exclusive to Amazon.es) (PS5) * Some price may have changed from the last review Split Fiction PS5 | Video games | Castilian * Some price may have changed from the last review Some of the links of this article are affiliated and can report a benefit to Xataka. In case of non -availability, offers may vary. Images | Freepik and Sony In Xataka | PlayStation 5 Pro vs PlayStation 5: These are all the differences between the two Sony consoles In Xataka | Two years ago I bought a PS5. I wish someone would have told me that I also needed these accessories

The Big Tech are collapsing in the stock market. The question is which one that can best survive tariffs

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Since 2025 began, goal has lost 14.6% of its stock market value. It is just an example, because Nvidia already lost already 30% and Apple, the most affected by tariffs, has lost 33% of its market capitalization. In view of the situation, a thing is clear: all technological ones are falling. The question is whether any of them can better survive this debacle. A quarter to oblivion. The re -election of Donald Trump as president of the United States seemed to sit very well to technological companies. However, the decision to initiate a global commercial war has made the panorama change radically, and in these first months of the year the balance has been very negative for large technology companies. Apple, the one that goes worse stop. The situation was already bad, but yesterday USA announced some 104% tariffs for Chinese importsand that had an immediate impact on a particular company: Apple ceased to be the company with the greatest market capitalization in the world. Right now it is very close to Microsoft, which occupies the first place, but the markets of the market and the measures that the different countries are taking pose a future with a lot of movement in those market capitalizations. The “Seven-Ya-No-Tan-Magnifices”. Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla are the prestigious members of the group known as the “Magnificent seven.” These seven great technology are among the 10 most valuable in the world, but all of them have been especially affected by tariffs. However, there are better prepared than others to face this crisis. The hardware penalizes. One of the first side effects of tariffs will be the increase in production costs. This especially affects companies that have a strong manufacturing component of hardware devices. That is one Great disadvantage for Applewhich also manufactures in Asian countries in which tariffs are especially high. It is not the only one with that handicap: nvidia – which It depends on TSMC In Taiwan for much of the production of its GPUS— or Tesla —With China and Mexico as manufacturing partners – they will also be especially impacted in this section. And logistics chains. These tariffs are also an obstacle to the logistics chains of these companies. Geopolitical tensions could exacerbate these conflicts, producing delays in production or supply of materials and components. Apple is again a perfect example of this logistics complexity: globalization came from pearls, but this new situation does not favor its strategy. Amazon is another problematic case for its gigantic commercial network of physical products, many of which are imported from China. Microsoft can survive better. The company does not have a hardware -based business, and Azure, Office 365 or its video game platform (Xbox) are not so hardware dependent. The diversification of its income and its focus on cloud services favors its competitive position, and in fact is one of the least market capitalization has lost these months: 17.7%. Amazon also benefits from the strength of its cloud infrastructure with AWS. And the cloud, what. We have talked about how Microsoft and Amazon do not depend so much on the hardware and apparently that favors them, but you have to be careful, because their infrastructure and data centers depend on hardware components that will end up costing more (like everything) and impacting the business. Something similar happens with Google, centered almost absolutely on the cloud and services and that has a lot of weight not only in the US but in EMEA. The danger of tariffs to services. Among the reprisals that we can live in the next few days is that of the tariffs that the EU proposes for digital services. That is the great export of the US, and the Big Tech are their producers, so companies such as Alphabet, Meta, and to a lesser extent Apple, Microsoft and Amazon could be harmed. He Panorama for investment in AI is complicated Also, and Big Tech can be seen doubly threatened. Image | Egor Myznik In Xataka | The United States has been fantasizing with an “made in USA” iPhone. Now you will have one made in … India

Trump tariffs have caused the Big Tech debacle in the stock market. And propose a slowdown in investment in AI

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Apple shares closed almost 224 dollars yesterday. When the session is opened in Wall Street they will have fallen suddenly and porrazo more than 7%, up to 208 euros. That collapse will be the greatest among the Big Tech, but all of them They will be affected Notably for Tariffs announced by Donald Trump. And that makes another danger derived: that of investment in AI. Big tech fall to lead. As they point out In CNBCApple will leave more than 7% more to open the session in the US Stock Exchange, but others will also have very notable falls. Nvidia fell 4%”After-Hours” (after the closure of the markets), Tesla 4.5%, Alphabet, Amazon and goal between 2.5%and 5%, and Microsoft 2%. Thus Apple’s actions closed yesterday, and so they will begin the session at Nasdaq today. Source: Google Finance. Tariffs everywhere. Falls are due to tariffs announced yesterday by Donald Trump. The US president indicated that these import taxes would be “a declaration of economic independence” for his country. Base there will be 10%tariffs for all imports, but certain countries will be especially punished: China will have 34%tariffs, Vietnam of 46%, the EU of 20%, Taiwan of 32%, and Japan of 24%. The US is the great world importer. The huge consuming machine that is the United States makes the country the largest importer around the world. According to the Department of Commerce in 2024, the country spent 4.1 billion dollars in goods (3.3 billion) and services (814,000 million) imported. With these measures precisely wants countries that export more to the US to pay extra for being able to do so, but it can cause a dangerous domino effect. What about AI. Projects such as Stargate raise a colossal investment of 500,000 million dollars To create AI data centers in American field, and here the importance of semiconductors is evident. The United States will need to import chips and other components and materials to create these centers, and manufacturers such as NVIDIA or TSMC will precisely be affected by tariffs. Or continue to manufacture outside the US and pay tariffs or They create factories on American soil to avoid them, something that for example TSMC is already working. Tariffs with the point of sight in AI. In fact, a good part of the components and GPUS necessary to create these data centers are imported from Taiwan, Mexico and China, which are three of the countries that will be punished by tariffs. The punishment for these imports is remarkable, and can lead to a slowdown in the development of AI. Investments in danger. The investment in data centers is colossal by the Big Tech, and we have the example of Amazon that plans to dedicate most of its 2025 capex of 100,000 million dollars In these developments. How will tariffs condition that investment? Difficult to know, but both for Amazon and for the rest there are now new problems to make investment. That are added that perhaps They were oversized first of all. Image | Gage Skidmore | Microsoft In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles

After the emergence of Deepseek, the “seven magnificent” of the Tech industry have collapsed in the stock market. All except Apple

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The year began well for Nvidia. On January 29, 2025 its capitalization I reached The 3.49 billion dollars and everything seemed to go on wheels. The Surprise arrival of Deepseek R1 It changed things a lot and joined other factors to cause spectacular collapse. Two months later, this Nvidia market capitalization is 2.77 billion dollars: it is almost 21% less. That effect has been contagious, but one of the greats is falling the storm. Apple. As they point out In five daysthat January 25, 2025 Apple had a capitalization of 3.55 billion dollars, and at this time that value is 3.35 billion, 5.6% fall. Sensitive, of course, but much less than that of its rivals of the group of “The Magnificent Seven”. That they have stayed in … Not so magnificent. Next to the fall of Nvidia are those of Microsoft, Alphabet, Amazon, Meta and Tesla – as we say, is saved a little. If we analyze the evolution of market capitalization of the seven the performance of these two last months, the “average” drop is 13.5%. They have lost more than two billion dollars compared to 15.58 billion dollars in late January, a real collapse. It’s not just care. The impact of Deepseek has not been the only factor that has contributed to those falls. They have had a lot to do The recent tariffs That is imposing Trump to imports of all kinds of products – foreign cars They are the last victims-. These taxes and Trump’s protectionist policy are forcing many companies to restructure their strategy, and investors – and consumers – are clear what the impact of all this will be: price increases everywhere. Why does Apple endure? Of the great technology, Apple is the only one that has managed to mitigate the losses relatively. Probably partly because of his “warm” attitude to AI. Your interest in data centers fever It is practically nulland despite the Recent criticism It is clear that it is not “burning money” as other companies in the sector do. The rest of the group has invested true fortunes In this segment, although some They are stopping. Bubble in sight? These days are 25 years of the bubble of the Puntocom, and what is happening with the great technology and the AI ​​segment does fear for an AI bubble. There are certainly similarities between both situations, but also important differences. Apple, especially solid. Cupertino’s company is usually More immune that their rivals to these fluctuations in the world of finance. In the face of complaints about the relative lack of innovation or New disruptionsApple has managed to diversify income – especially with the expansion of its services – and continues to maintain confidence of both investors and users. Image | Zhang Kaiyv In Xataka | Deepseek R1 is not just another AI model: it is the greatest existential threat that Silicon Valley has faced

Chance or not, Tesla has collapsed in the stock market at the same time that its great rival has shot: byd

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Like a rocker. Like the communicating vessels that claim to be Barça and Madrid. As, the most Chinese, concept of Ying and Yang. Or as the most Spanish, said of “the two sides of the same currency.” Byd and Tesla seem to be in completely opposite points. Just when one seems to have Detwered And it does not stop presenting new solutions for its vehicles the other seems to be completely stagnant in the launch of new proposals. When one has taken off the other one in a clear setback. We do not know what will last but what is clear is that, at the moment, photography for Byd and Tesla cannot be more different. Two completely different scenarios It is enough to review the last six months of Byd and Tesla to verify that the situation cannot be more different for both companies. From Tesla’s point of view, if we look back half a year we find that the company was about to enter a roller emission mountain. In October 2024 Tesla presented what he aspired to be a blow on the table. Your promise: a robotaxi without pedals or steering wheel which should be sold from 2026 for 30,000 euros. Although doubts emerged at first given Cruise and Waymo’s performance In the autonomous driving market and the mountain of money burned along the way, Donald Trump’s choice shortly after An unexpected impulse To the company. Despite contraintuitive, choosing a president who seemed contrary to the electric car was A good way to keep Tesla at the top… from the United States. Because The actions shot But the data has ended up clicking the bubble. First with the confirmation that Tesla He could not sell more cars in 2024 than the previous year. Second because 2025 has started horrificly For Elon Musk’s company. And, third, because the falls are more pronounced in the countries that buy the most electric, such as China and Germany. To all of the above you have to add a reputational crisis of the company as a consequence of Elon Musk’s political decisions. The real impact is not very clear in their drop in stock market but that social networks have been filled with people denying the company or attacked vehicles and concessionaires Because of the decisions of his CEO they do not seem to help at all. If we look Stock performance Six months, the company seems to have been stagnant above the border of the 200 dollars/action. Its value remains very high and a setback of less than 4% does not seem too much but the growth and subsequent adjustment have been so accused that they do not invite to be optimistic either. On the contrary, the performance of byd Six months seen is very different. His actions have grown 55% and in the last year they have shot above 80%. And in recent months the wind blows in favor of the Chinese company. It ended 2024 with the aim of reaching Tesla as the company that sold the most electric cars. He did not get it for little But the smile was not frozen for a long time. The company managed to place itself as The fifth manufacturer who sold more cars In all 2024. a figure in which only plug and electrical hybrid vehicles are contemplated or, as they are called in China, new energy. Unlike others rivals like Saic Or the Geely group, all byd cars take advantage of electricity so they have it more complicated in markets such as Spanish where cheaper and pure combustion cars triumph. However, the prospects for 2025 invite you to be optimistic. The company has sold almost double in the first two months of the year as in the same period of 2023. It is determined to find soil for new factories. In America I intended Install in Mexico But he will have to deal with the restrictions of his own country. In Europe they are already clear that This same year They will decide where they will raise their third floor on our continent (If we count the Turkish as the second of its expansionist plans in Europe). And in China they do not stop launching products to each more striking. If the Chinese electric car market were the Barcelona Club football we could say that they are month than a car. To continue attracting customers, for example, a platform for launch and record you driving. Beyond this curiosity, the real announcement was the confirmation that they will give away their Eye of God In all its vehicles. This is a missile in Tesla’s flotation line. Elon Musk’s company intends that its functions of driving or Autonomous driving (in the future) Be a more source of income. Byd they argue that they are a purchase value in itself and prefers to give them them thinking that the business can be make profitable with other services To enjoy when your eye of God is active. To the latter you have to add your new platform. The Super E-Platform is already ready to ride in its two larger cars and price. The incentive in this case will be his very quick loading times. Next to this platform, the company presented new recharge stations. The combination of both products should be able to load electric cars with peaks up to 1,000 kW. That is, the power that had so far been thought to recharge electric trucks. With such a charge power, Byd says that 400 kilometers of autonomy can be recharged in five minutes. The recharge time would be matching the time we spent pouring gasoline. This last announcement has served the company to receive a tremendous push in the stock market. In what we have been, their shares have risen almost 13% and strengthens the sustained growth of the last year until its historical maximum. It remains to be seen if Tesla manages to recover and get out of the stumbling block in which … Read more

Eutelsat, the “European Starlink”, shot in the stock market. The reality is that no European company can match Starlink right now

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The actions of the Franco-British satellite operator Etelsat shot earlier this week in the Paris Stock Exchange due to the possibility of replacing Starlink in the Ukraine War and In the context of the European rearme. There is no doubt that Europe will seek to recover its autonomy in space, but there is no company capable of replicating Starlink in the short or medium term. Eutelsat takes advantage of the geopolitical pulse. Between Monday and Wednesday, the Eutelsat titles came to quintupply their value, adding 1,000 million euros to the stock market capitalization, which came from historical minimums and had even been degraded to “garbage bonus” by Moody’sdue to the slow performance of OneWeb and high investment needs. The sudden interest, mainly promoted by retail investors and positions in short, dates back to February 28, when a heated public dispute between Volodimir Zelenski and Donald Trump led the United States to pause military aid to kyiv, with cutting threats Starlink satellite Internet service if Ukraine did not granted access to their minerals. While European governments were looking for an alternative, Eutelsat’s executive director said They would need “months, no years” To provide Ukraine as many satellites as Starlink, which ended up firing the company’s action (over the days, Relajusted down). However, reality is always more complex than a headline. How Starlink became vital for Ukraine. When Russia left conventional satellite networks out of service (VIASAT, Iridium, Immarsat…), Starlink gave a crucial advantage to Ukraine. The company directed by Elon Musk not only had the capacity to send more terminals and antennas to the front, but was more resistant to cyber attacks and electronic interference, The famous “Jamming”. The explanation is that Starlink is a constellation of thousands of satellites in low orbit that turn the earth every 90 minutes, so different satellites are going through the sky to serve a certain area. Russian cyberbrains and Jamming were more effective with companies that have geostationary satellites and remain fixed at 36,000 km altitude. Oneweb, the European alternative to Starlink. Since Ooneweb acquired, Eutelsat controls approximately 630 satellites in low orbitbacked by 35 geostationary satellites. It is the only operational global constellation beyond Starlink, although China has begun to also display yours. Unlike Starlink, whose main business is final consumers, Oneweb It has focused on military, governmental, maritime, aviation, industrial, logistics and operators. The reason is the enormous scale difference: Spacex has a 10 -time density of satellites, which allows you to serve more simultaneous users with Starlink. Everything is reduced to rockets. Europe just recover your autonomous access to space With the definitive entry of the Vega-C rockets and Ariane 6. But these pitchers are not reusable: each mission requires a new one, which prevents its use to display large satellite constellations. Not only would it be profitable: it would be logistically impossible, since the rockets in low orbit They have to be spare parts every few years. On the other hand, the Falcon 9 of Spacex is partially reusable. The company routinely recovers the propeller and halves of the Cofia, and thanks to that competitive advantage can launch two Starlink missions every week. In total, Spacex has launched more than 8,000 Starlink satellites, of which more than 7,000 are still in orbit. Falcon 9 is also One of the rockets that have put in orbit the satellites of Oneweb/Eutelsat. This situation is not going to be resolved until the European private industry, with ESA investments, has its first reusable rockets ready. The best positioned company is the French Arianegroup, which for decades has had the Duopoolio de launchers from Europe next to the Italian Avio. But its subsidiary Maiaspace is developing a relatively small rocket: Maia, with the capacity to put between 500 and 2,500 kg in Heliosíncrona orbit. In that range will compete with Miura 5 From the Spanish PLD Space. Image | Oneweb In Xataka | It is not that Elon Musk has managed to introduce its influence on NASA. Is that he has entered sweeping

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