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

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

Anthropic lifts another 3.5 billion investment. It is just what they need to survive in an absolutely unleashed segment

It’s as if money It is not over. At least in the case of AI, a sector in which spectacular investment rounds follow each other continuously. The confidence in startups and companies that work in AI models is extraordinary in the United States, and we have a last example of that AI fever. Anthropic lifts 3.5 billion dollars. The company has announced which has managed to complete a new investment round that will allow you to have 3.5 billion dollars from now on. It is not a figure as high as those they achieved OpenAI either XAI Recently, but it is still colossal. This time the great protagonists have not been Amazon or Google, but Lightspeed Venture Partners and other venture capital firms. It is worth more than Mercedes-Benz. That round makes the current assessment of Anthropic ascend to 61.5 billion dollars, an equally unique figure that would place it ahead of Mercedes-Benz (60,000 million dollars of valuation) if we equate that assessment with the market capitalization of the German automotive giant. But far from OpenAi. The investment round raised was going to be about 2,000 million dollars, but there was more demand than expected and finally raised much more money. Of course, its current assessment is still far from Openai’s, which is estimated to be around 300,000 million dollars. Money to continue working in AI. Those responsible for Anthropic point out how that new capital injection will allow them to continue developing “smarter and most capable AI systems that expand the ability that the human being can achieve.” Income is encouraged, but …. The projected income rate (Revenue Run Rate) of Anthropic was in 2024 of 1,000 million Ded Dolla, but now it is estimated that this rate has grown by 30%, a really fast pace. It is a remarkable figure, but it is probably well below what the company spends over a year to disappoint its models and maintain all its operational infrastructure. It is estimated which in 2024 spent 5.6 billion dollars. Claude 3.7 Sonnet animates things. The recent launch of its new hybrid model, Claude 3.7 Sonnethas once again demonstrated that the company is still a clear reference in this sector. The performance of this model is outstanding, especially in areas such as programming. But his future is complicated. Despite having one of the best generative products in the market, the company It depends absolutely on risk capital And of these investment rounds, at least for now. The competition is fierce And it also comes from companies with many more funds, which further complicates the thing for Anthropic. Investment in AI is unleashed. But for now it does not seem that the rhythm decays. The investment rounds continue to reach both these startups and companies already settled and the new ones that for example created recently Look Murati either Ilya Sutskever. The expectations about AI remain huge, and that continues to make money not stop. That is good news for the segment in general, but above all for Anthropic in particular. In Xataka | Choose between security and survival: the dilemma that terrifies the CEO of Anthropic in the US and China AI war

If the industry wants to survive, you must bet on the new IPS

There is no one who understands fans: before State of play With which PlayStation started the 2025 ads, the most consistent rumor about what we would see was that we would have the first images of a hypothetical remake/remaster of ‘God of War’, a long -awaited project because it is impossible to access the classic games of The franchise on current platforms. Or maybe something of ‘Resident Evil 9’. In short, nobody talked about “I hope they announce that game that no one has heard and that will change my life.” The public wants franchises, sequelae, remakes. Fritanga It goes with the admission ticket. We like more or less, this industry is built on reformulation. It has all the meaning, given its characteristics, based on the evolution of technology: every year we live a generational change in hardware that allows us not only to enjoy new games, but to recover the old dresses with new clothes. The remakes and REBOOTS They are the order of the day: What is PlayStation 5 but a PlayStation 4 reboot with improvements? Why didn’t we live with the games? The death of the average series. We already talked about medium -sized budget games for ‘Space Marine 2’a game that completely perspires the spirit of those releases that have always been in the industry and were paralyzed around the generation of PS4 when the budgets began to shoot. From that moment, the games were divided into AAA (or at most, AA Strong) or in products developed from Independence. There are still a variety of budgets, of course, but a puncture in sales can defend a study without too much effort, so you have to choose to minimize risks and go to the always common denominator. The culture of the franchise. It is not only in video games where we are seeing it. In times when culture “consumes” and video games, movies and series are “content”, it is not strange that we reach such linguance scenarios as the 2024 box office, where The ten most successful films were sequelae or remakes. Something like that happens with video games: people do not want new ideas, because for eighty euros they prefer a title from which you know what to expect and have few surprises, yes, but a few guaranteed satisfactions. A state of play play. The first State of PlayStation Play for 2025 was, of course, full of sequelae, remakes and reboots: dlcs of ‘Stellar Blade’ and ‘Lies of p‘, remake from ‘Days Gone’, ‘Metal Gear Solid Delta: Snake Eater’, New ‘Onimusha’, ‘Monster Hunter’, ‘Five Days At Freeddy’ and ‘Borderlands’, among many others. And yes, we launched here You live to a new ‘shinobi’but we will agree that we cannot talk about being an overexploited franchise, in addition to a Brawler 2D is a completely niche product, and the ‘Shinobi’ brand is an excuse. You can’t say the same of a new ‘Sonic Racing’. The best, the unknown. As I say, it is perfectly understandable that PlayStation again announced this type of products, and even that the public is disappointed when a remake of a game of three generations is not announced. But what is indisputable to me is that the chicha of the event was in the games that presented new IPS: the Roguelite Very personal ‘Saros’, the explosive futuristic blockbuster’ Mindseye ‘, the insane mixture of’ doom ‘and’ cyberpunk 2077 ” metal eden ‘, the amazing design of giant grotesquerías in’ Tides of Annihilation ‘, the visual exquisiteness of’ Dreams of Another ‘, Cuquismo Stop Motion From ‘The Midnight Walk’, the still enigmatic apocalypse of ‘Hell is us’ … Everything for everyone. Of course, among these releases there will be good, bad and regular games, but without discussion, all the images that made me think “we will have to try it” belonged to new IPS. The daring, innovation and thrust were there, demonstrating that it is not that the living industry mired in a crisis of ideas, but that the vices of it themselves are those that put the sticks on the wheels so that they do not leave the grocerying games of Originality and innovation. There is the future we have to point to. Header | PlayStation In Xataka | ‘Rollerdrome’ is one of the best 2022 games. You can’t buy it anymore

To survive in Europe, our Paleolithic ancestors turned to an extreme practice: cannibalism

More and more evidence is that our ancestors resorted, at least occasionally, to cannibalism. We are not speaking in this case of other human species, such as Neanderthals, who could have practiced dozens or hundreds of thousands of years but also Homo sapiensthat had already become the only humans in Europe and the rest of the world. New tests. A recent study led by researchers from the Catalan Institut of Human Paleoecology and Social Evolved (IPHES-CERCA) He has shown New indications of cannibalism among humans. They found them in the Polish site of the Maszycka cave, whose remains would go back about 18,000 years ago. Europe in the Magdaleniense. This places the finding in the context of the Magdalenian period in Europe. This period that owes its name to the French site of the Madeleine covers various European settlements between 19,000 and 14,000 years old, they explain in An article for The conversation Some of the members of the study responsible for the study: Francesc Marginedas Miró, Antonio Rodriguez-Hidalgo and Palmira Saladié Ballesté, researchers from the IPHES-CERCA and CSIC. The period follows an era of important changes in Europe, mainly derived from the end of the last era era. The ice setback left behind an ideal environment for a change in ecosystems, and with it the expansion to the north of modern humans. From burial to the table. As the team continues, the Magdaleniense, to others of his cave paintings, also stands out for careful funeral rites, burials “with care and offerings”, at least for some of his dead. Because to others what expected them was the flint of the tools with which they were expired. 63 bones. The new analysis studied more than fifty remains found in the Polish Cave of Maszycka, located near Cracovia. They belonged to half a dozen individuals, both adults and children. The remains found together with animal remains and many with signs of having been manipulated. Despite this, the hypothesis that this manipulation responded to simple funeral rites had not been ruled out. The new analysis has incorporated new 3D microscopy techniques in the study of brands, which has allowed distinguishing brands caused by humans from others, such as those that would have caused other carnivores. “The location and frequency of cutting marks and intentional fracturing in skelet added in a press release Marginedas. The details of the work were published In an article In the magazine Scientific Reports. To the core. The study revealed other details that can give us some clues of the context in which this consumption of human flesh was produced. For example, the team points out, the bodies were prosecuted shortly after death, thus avoiding the decomposition of tissues. In Xataka | We have been looking for the mysterious ancestor town of the Indo -Europeans. We have a new track in DNA Image | IPhes-Cerca

Steven Soderbergh: ‘I am the cockroach of this industry. I can survive any version of it’

NEW YORK — Steven Soderbergh is not only the director and cinematographer of his latest film. In some ways, he is also its central character. “Presence” is filmed entirely from the point of view of a ghost inside a house that a family has just moved into. Soderbergh, who acts as his own cinematographer under the pseudonym Peter Andrews (his father’s name), essentially plays the presence, a floating point of view that watches as the violence that killed the mysterious ghost threatens to repeat itself. For the prolific Soderbergh, the film, which opens in theaters Friday, was a unique challenge. She shot “Presence” with a small digital camera while wearing slippers to soften her steps. The 62-year-old filmmaker chatted in a recent interview in Manhattan, in the midst of post-production on his next film (“Black Bag,” a thriller that Focus Features will release on March 14), and the start of production in a few weeks his next project, a romantic comedy that he says “feels like a George Cukor movie.” Soderbergh, whose films include “Out of Sight,” the “Ocean’s 11” films, “Magic Mike” and “Erin Brockovich,” tends to do a lot in small windows. of time. “Presence” took 11 days to film. That skill has made Soderbergh one of the most respected Hollywood evaluators in the film business. In a wide-ranging conversation, he discussed why he thinks streaming is the most destructive force cinema has ever faced and why he is “the cockroach of this industry.” Steven Soderbergh attends the premiere of “Presence” at AMC Lincoln Square on Thursday, January 16, 2025 in New York. (Evan Agostini/Invision/AP) You use pseudonyms for yourself as director of photography and editor. Were you tempted to credit yourself as an actor for “Presence”?SODERBERGH: No, but what I did is subtle. For the first and only time Peter Andrews has a camera operator credit. That’s not a credit I usually take because I don’t need it and I typically have another operator working with me. But I felt like this was training. It was complicated, but really fun. It was another level of performance anxiety because I ruined more takes than anyone else in the movie by a major factor. I was the one saying, “Cut. I ruined it. “We have to start over.” You made this quickly and cheaply, and then sold it to a distributor. Was working outside the system attractive to you?The beauty of projects on this scale is that I can do them without having to talk to anyone. It’s not because I don’t want comments. It’s because it’s just the trusted group and none of the psychic space is occupied by things that have nothing to do with what you’re going to film. I went from that to a more traditional project where a lot of psychic space is consumed in the process of having a studio finance your film. I like these people, it’s just that there are a lot of lawyers. Many lawyers. You’ve called streaming the most destructive force in the history of cinema. What irritates you the most about it?It removes a key reference point for an artist. It’s useful to know how something is working, or how it worked. You need to know that to gauge whether you achieved what you wanted to achieve, whether you can work at a certain level. That’s one of the most confusing things about it, the black box of it. Aside from the economic invisibility of what’s going on there — the fact that we can’t really look under the hood of how these streaming companies operate economically — there’s another kind of guardrail that’s missing that I find really useful. At the end of the day, at least, I want to know. The market will tell you how you are doing. I want to know that so I can adjust or go in another direction. Being irrelevant is not very attractive. What’s the overlap between what people seem to be responding to and what I like? Because I don’t want to do these things and have no one see them. I’ve had enough people say, “Oh, that came out?” It is a public art form. West Mulholland, from left, Callina Liang, Steven Soderbergh and Eddy Maday attend the premiere of “Presence” at AMC Lincoln Square on Thursday, January 16, 2025 in New York. (Evan Agostini/Invision/AP) How do you suspect the audience is changing?The good news is, if you talk to Focus Features and Neon and A24, young people are going to the movies. This is the generation of (the social network of movie buffs) Letterboxd. That’s fantastic. I hope that spreads outside of the United States. They are movie buffs and expect something unique. They want the signature, they want the seal of a filmmaker. And that is becoming a real business. One of the things, I think, that we all need to do, but especially people who cover the industry, is to stop using the studio metric for what is a success. That is not a template that you should apply to everything. Do you ever regret that the movies that made you want to be a filmmaker like “All the President’s Men” and “Chinatown” occupied a different place in the culture than movies today?There was a period of about 10 to 14 years where the best movies of the year were also the most popular movies of the year. That’s not necessarily true today. You can pick one of the movies that’s in the competition this year and say: That’s a movie from the ’70s. It’s just as good and interesting as one of those. But it’s not going to do the business that one of those would have done. It is the artist’s job to adapt. When you’re trying to control what people want to see, you’re in a place like, “If I really wish hard, it won’t rain.” The weather is the weather. To some degree, the audience is a weather system. Fortunately, … Read more

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