IA cada día

Hoy hablamos de

• Anthropic eleva a 17.000 millones su facturación trimestral y revela grandes compromisos de compra
• La IA choca con el encarecimiento del dinero y el nuevo cuello de botella es la financiación
• Marvell compra Lumentum en uno de los mayores acuerdos de la historia tecnológica
• Palantir dispara su negocio comercial en EE. UU. y supera al gubernamental
• Producto del día: Creator Mode de DeepSeek Harness

Fuentes

CNBC Tech — Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1 https://www.cnbc.com/2026/11/02/anthropic-ant-s-1-quarter-financials.html

Xataka — El nuevo cuello de botella de la IA no son los chips ni la energía: es el dinero barato https://www.xataka.com/empresas-y-economia/nuevo-cuello-botella-ia-no-chips-energia-dinero-barato

TechCrunch — In one of the largest deals in tech history, Marvell buys Lumentum for $115B https://techcrunch.com/2026/11/02/in-one-of-the-largest-deals-in-tech-history-marvell-buys-lumentum-for-115b/

CNBC Tech — Palantir reports booming U.S. commercial revenue growth, topping government for first time https://www.cnbc.com/2026/11/02/palantir-pltr-earnings-q3-2026.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

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Hoy hablamos de

• La IA impulsa el negocio publicitario de Meta mientras frena la búsqueda de Google
• Google empezará a mostrar anuncios en el Modo IA
• Las empresas luchan por frenar a los agentes de IA que simplifican compras y servicios
• Las empresas empiezan a ver retornos reales de la IA en resultados trimestrales
• Producto del día: Instinct

Fuentes

CNBC Tech — Why AI is boosting Meta's ad business while hurting Google search https://www.cnbc.com/2026/11/01/ai-meta-ads-google-search.html

Hipertextual — El Modo IA de Google comenzará a mostrar anuncios muy pronto, te guste o no https://hipertextual.com/inteligencia-artificial/el-modo-ia-de-google-comenzara-a-mostrar-anuncios-muy-pronto-te-guste-o-no/

CNBC Tech — For JPMorgan, Amazon, fighting AI bots like Meta Muse may not be a winning long-term strategy https://www.cnbc.com/2026/11/01/jpmorgan-amazon-ai-agents-meta-muse.html

CNBC Tech — Companies promised AI gains — here's how the payoff showed up in earnings https://www.cnbc.com/2026/11/01/ai-investments-company-earnings.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

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Hoy hablamos de

• Why AI is boosting Meta's ad business while hurting Google search
• Empiezan a aparecer grietas en el boom del gasto en IA
• ChatGPT acelera su ascenso hasta rozar los mil millones de usuarios
• For JPMorgan, Amazon, fighting AI bots like Meta Muse may not be a winning long-term strategy
• Producto del día: Instinct

Fuentes

CNBC Tech — Why AI is boosting Meta's ad business while hurting Google search https://www.cnbc.com/2026/11/01/ai-meta-ads-google-search.html

TechCrunch — Cracks are emerging in the AI spending boom https://techcrunch.com/2026/10/30/cracks-are-emerging-in-the-ai-spending-boom/

CNBC Tech — Stocks started the week with promise but ended in despair. Our take on the big reversal https://www.cnbc.com/investingclub/2026/10/31/stocks-started-the-week-with-promise-but-ended-in-despair.html

Xataka — El meteórico ascenso de ChatGPT desde noviembre de 2022, en un gráfico: mil millones de usuarios y sorpasso a Tiktok https://www.xataka.com/servicios/meteorico-ascenso-chatgpt-noviembre-2022-grafico-mil-millones-usuarios-sorpasso-a-tiktok

CNBC Tech — For JPMorgan, Amazon, fighting AI bots like Meta Muse may not be a winning long-term strategy https://www.cnbc.com/2026/11/01/jpmorgan-amazon-ai-agents-meta-muse.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

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Hoy hablamos de

• Reddit obligará a iniciar sesión mientras cae el tráfico desde Google
• La IA ya afecta al empleo y la justicia laboral en España
• Microsoft stock jumps 4% as cloud growth drives earnings and revenue beat
• Apple estrena MacBook Pro táctil con pantalla OLED y diseño más ligero
• Producto del día: Gemini 4 Carbon

Fuentes

TechCrunch — As search traffic dries up, Reddit announces it’s shifting to a logged-in experience https://techcrunch.com/2026/10/29/as-search-traffic-dries-up-reddit-announces-its-shifting-to-a-logged-in-experience/

The Verge — Reddit’s CEO says Google’s AI Mode ‘does not drive traffic’ https://www.theverge.com/tech/1022848/reddit-ceo-google-ai-mode-traffic

Ars Technica — Reddit is moving to “a logged-in-only experience,” CEO says https://arstechnica.com/gadgets/2026/10/reddit-will-require-you-to-log-in-eventually-ceo-confirms/

The Verge — Reddit will force everyone to log in https://www.theverge.com/tech/1022571/reddit-login-requirement-q3-2026-earnings

CNBC Tech — Reddit shares sink on weak sales guidance and plans login requirement test as Google search traffic shrinks https://www.cnbc.com/2026/10/29/reddit-rddt-q3-2026.html

Mashable — Reddit homepage introduces a TikTok-style "For You" feed https://mashable.com/tech/reddit-fyp-for-you-feed

Xataka — La IA ya empieza a dejar huella en el paro español. Los más expuestos: programadores y diseñadores https://www.xataka.com/empresas-y-economia/ia-empieza-a-dejar-huella-paro-espanol-expuestos-programadores-disenadores

Xataka — Si la pregunta es si es legal un ERE que sustituya a trabajadores por IA, una sentencia del TSJ de Madrid la responde: depende https://www.xataka.com/legislacion-y-derechos/pregunta-legal-ere-que-sustituya-a-trabajadores-ia-sentencia-tsj-madrid-responde-depende

CNBC Tech — Microsoft stock jumps 4% as cloud growth drives earnings and revenue beat https://www.cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html

Ars Technica — Touchscreen MacBook Pro hands-on: OLED looks great on a Mac https://arstechnica.com/apple/2026/10/touchscreen-macbook-pro-hands-on-oled-looks-great-on-a-mac/

The Verge — Apple’s new laptop supports one of the coolest features for color pros https://www.theverge.com/1022347/apple-macbook-supports-new-cmf

CNBC Tech — Hands-on with Apple's first touchscreen laptop: Touch is totally optional https://www.cnbc.com/2026/10/28/apple-touchscreen-macbook-pro-hands-on.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

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Hoy hablamos de

• Microsoft revela el fuerte crecimiento de Azure y sus resultados trimestrales
• Anthropic prepara su salida a bolsa y revela nuevas herramientas y riesgos para inversores
• Delaware estudia permitir que agentes de IA dirijan empresas enteras
• Alphabet impulsa la búsqueda con IA mientras decepciona en resultados y gasto en capex
• Producto del día: Gemini 4 Carbon

Fuentes

TechCrunch — Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion https://techcrunch.com/2026/10/28/microsoft-just-shared-azures-actual-revenue-in-dollars-33-2-billion/

The Verge — Microsoft reveals strong cloud growth amid financial reporting overhaul https://www.theverge.com/tech/1020785/microsoft-earnings-revenue-q1-2027

CNBC Tech — Microsoft stock jumps 4% as cloud growth drives earnings and revenue beat https://www.cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html

CNBC Tech — CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations https://www.cnbc.com/2026/10/28/neocloud-stocks-drop-after-microsoft-revises-capex-down.html

CNBC Tech — Investors brace for a hawkish hold and tech on tap https://www.cnbc.com/2026/10/28/investors-brace-for-a-hawkish-hold-and-tech-on-tap.html

TechCrunch — Anthropic just launched tools to show companies what their AI spending is buying https://techcrunch.com/2026/10/28/anthropic-just-launched-tools-to-show-companies-what-their-ai-spending-is-buying/

Mashable — Claudes new smart reports tell bosses when workers are off-topic https://mashable.com/tech/claude-smart-reports-anthropic-ai-worker-overview

CNBC Tech — Anthropic’s public benefit structure creates unusual risks for IPO investors https://www.cnbc.com/2026/10/28/anthropic-pbc-what-its-structure-means-for-investors-.html

Ars Technica — Anthropic IPO warns its AI could blackmail people, become sentient, end humanity https://arstechnica.com/ai/2026/10/anthropic-ipo-warns-its-ai-could-blackmail-people-become-sentient-end-humanity/

CNBC Tech — Anthropic's IPO is risky business https://www.cnbc.com/2026/10/27/anthropic-five-surprising-risks-s1.html

WIRED en Español — ¿Qué esconde Anthropic en el documento de su gran debut en bolsa? https://es.wired.com/articulos/que-esconde-anthropic-en-el-documento-de-su-gran-debut-en-bolsa

CNBC Tech — Chart: Anthropic's cash pile towers over nearly every U.S. company https://www.cnbc.com/2026/10/27/anthropic-cash-investments-ipo.html

Ars Technica — "No human at the helm": Delaware plan would let AI agents run entire businesses https://arstechnica.com/tech-policy/2026/10/no-human-at-the-helm-delaware-plan-would-let-ai-agents-run-entire-businesses/

TechCrunch — Google expands AI Search ads globally as core ad growth slows https://techcrunch.com/2026/10/28/google-expands-ai-search-ads-globally-as-core-ad-growth-slows/

The Verge — Google says its investments in AI are driving more searches https://www.theverge.com/tech/1020811/alphabet-google-earnings-q3-2026

CNBC Tech — Our next steps for Alphabet stock after earnings disappoint at nearly every turn https://www.cnbc.com/investingclub/2026/10/28/our-next-steps-for-alphabet-stock-after-earnings-disappoint-at-nearly-every-turn.html

CNBC Tech — Alphabet sinks 10% as it holds 2026 capex unchanged, expects significant increase in 2027 https://www.cnbc.com/2026/10/28/alphabet-googl-earnings-q3-2026.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

Hosted on Acast. See acast.com/privacy for more information.

Hoy hablamos de

• Anthropic prepara su salida a bolsa y revela su compleja gobernanza y riesgos
• "No human at the helm": Delaware plan would let AI agents run entire businesses
• Nuevas herramientas de IA permiten diseñar proteínas y genomas con lenguaje natural
• Apple actualiza el MacBook Pro, el iMac y iOS 27.2 con chip M6 y nuevas funciones de Siri
• Producto del día: GPT-6.1 Terra

Fuentes

TechCrunch — VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more https://techcrunch.com/2026/10/27/vcs-will-make-billions-on-anthropics-ipo-but-amazon-is-set-to-make-much-much-more/

TechCrunch — Who’s really in charge at Anthropic after the IPO? https://techcrunch.com/2026/10/27/whos-really-in-charge-at-anthropic-after-the-ipo/

The Verge — Anthropic’s elaborate plan to keep Wall Street at bay https://www.theverge.com/ai-artificial-intelligence/1019470/anthropic-ipo-resist-investor-pressure-cut-corners-safety

Ars Technica — Anthropic IPO warns its AI could blackmail people, become sentient, end humanity https://arstechnica.com/ai/2026/10/anthropic-ipo-warns-its-ai-could-blackmail-people-become-sentient-end-humanity/

Xataka — Anthropic, en su S-1: "Tenemos un historial de pérdidas y es posible que no generemos ingresos suficientes en el futuro" https://www.xataka.com/empresas-y-economia/anthropic-su-s-1-tenemos-historial-perdidas-posible-que-no-generemos-ingresos-suficientes-futuro

Xataka — Cada empleado de Anthropic genera 6,6 millones de beneficio: el hito que primero alcanzó Nvidia y todas las demás persiguen https://www.xataka.com/empresas-y-economia/salida-a-bolsa-anthropic-ha-revelado-algo-oculto-a-simple-vista-todas-grandes-tecnologicas-quieren-ser-como-nvidia

WIRED en Español — ¿Qué esconde Anthropic en el documento de su gran debut en bolsa? https://es.wired.com/articulos/que-esconde-anthropic-en-el-documento-de-su-gran-debut-en-bolsa

WIRED en Español — Anthropic abre sus cuentas antes de salir a bolsa y revela cuánto dinero mueve realmente la IA https://es.wired.com/articulos/anthropic-abre-sus-cuentas-antes-de-salir-a-bolsa-y-revela-cuanto-dinero-mueve-realmente-la-ia

CNBC Tech — Chart: Anthropic's cash pile towers over nearly every U.S. company https://www.cnbc.com/2026/10/27/anthropic-cash-investments-ipo.html

CNBC Tech — Anthropic's IPO is risky business https://www.cnbc.com/2026/10/27/anthropic-five-surprising-risks-s1.html

CNBC Tech — From Wall Street to Silicon Valley, Anthropic IPO poised to have massive 'trickle-down effect' https://www.cnbc.com/2026/10/26/anthropic-ipo-might-trigger-tech-reset-if-ipo-underperforms.html

Ars Technica — "No human at the helm": Delaware plan would let AI agents run entire businesses https://arstechnica.com/tech-policy/2026/10/no-human-at-the-helm-delaware-plan-would-let-ai-agents-run-entire-businesses/

Ars Technica — Vibe genes? Natural(ish) language comes to protein, genome design software https://arstechnica.com/science/2026/10/vibe-genes-naturalish-language-comes-to-protein-genome-design-software/

TechCrunch — Apple unveils new 14-inch MacBook Pro with M6 chip https://techcrunch.com/2026/10/27/apple-unveils-new-14-inch-macbook-pro-with-m6-chip/

Ars Technica — Apple refreshes the iMac, entry-level MacBook Pro with the M6 chip https://arstechnica.com/apple/2026/10/apple-refreshes-the-imac-entry-level-macbook-pro-with-the-m6-chip/

Ars Technica — Apple releases iOS and macOS 27.2 with new Siri AI features, new Music logo https://arstechnica.com/apple/2026/10/apple-releases-ios-and-macos-27-2-with-new-siri-ai-features-new-music-logo/

Mashable — Apple officially rolls out iOS 27.2. Heres whats new https://mashable.com/tech/apple-ios-27-2-update-launches

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

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Hoy hablamos de

• Anthropic presenta su salida a bolsa y revela sus cuentas y riesgos
• Meta announces $95 billion stock offering to fund AI expansion
• Microsoft ofrece salidas voluntarias a unos 60.000 empleados en plena apuesta por la IA
• SpaceX cierra una financiación de 40.000 millones para comprar GPU
• Producto del día: CapCut con ChatGPT

Fuentes

TechCrunch — Anthropic’s IPO filing reveals its strategy for keeping enterprise customers hooked https://techcrunch.com/2026/10/26/anthropics-ipo-filing-reveals-its-strategy-for-keeping-enterprise-customers-hooked/

TechCrunch — Anthropic officially files for its public debut https://techcrunch.com/2026/10/26/anthropic-officially-files-for-its-public-debut/

The Verge — Five weird details from Anthropic’s IPO filing https://www.theverge.com/ai-artificial-intelligence/1018738/anthropic-ipo-s1-filing-weird-details

The Verge — Anthropic is burning gas to feed the AI boom https://www.theverge.com/ai-artificial-intelligence/1018994/anthropic-ipo-ai-data-center-energy-climate-risk

Xataka — Anthropic acaba de dar uno de los pasos más importantes de la industria de la IA: abrir sus cuentas para salir a bolsa https://www.xataka.com/empresas-y-economia/anthropic-acaba-dar-uno-pasos-importantes-industria-ia-abrir-sus-cuentas-para-salir-a-bolsa

WIRED en Español — Anthropic abre sus cuentas antes de salir a bolsa y revela cuánto dinero mueve realmente la IA https://es.wired.com/articulos/anthropic-abre-sus-cuentas-antes-de-salir-a-bolsa-y-revela-cuanto-dinero-mueve-realmente-la-ia

CNBC Tech — From Wall Street to Silicon Valley, Anthropic IPO poised to have massive 'trickle-down effect' https://www.cnbc.com/2026/10/26/anthropic-ipo-might-trigger-tech-reset-if-ipo-underperforms.html

WIRED en Español — Lo que hace más fuerte a Anthropic es también lo que más miedo le causa https://es.wired.com/articulos/lo-que-hace-mas-fuerte-a-anthropic-es-tambien-lo-que-mas-miedo-le-causa

CNBC Tech — Meta announces $95 billion stock offering to fund AI expansion https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html

TechCrunch — Microsoft offers buyouts to around 60,000 employees https://techcrunch.com/2026/10/26/microsoft-offers-buyouts-to-around-60000-employees-reports-say/

Ars Technica — Microsoft offers to buy out a quarter of its workforce https://arstechnica.com/gadgets/2026/10/microsoft-offers-voluntary-buyouts-to-60000-employees/

CNBC Tech — Microsoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push https://www.cnbc.com/2026/10/26/microsoft-msft-voluntary-buyouts.html

TechCrunch — SpaceX locks in $40B GPU financing deal with Apollo https://techcrunch.com/2026/10/26/spacex-locks-in-40b-gpu-financing-deal-with-apollo/

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Hoy hablamos de

• Zelenza tiene 2.000 empleados en servicios TIC y un barco sin nadie a bordo. Su futuro depende de lo segundo
• Pensilvania aprueba una ley que obliga a etiquetar anuncios generados por IA
• SpaceX cierra una financiación de deuda de 40.000 millones para comprar chips de IA
• Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.
• Producto del día: World ID para banca

Fuentes

Xataka — Zelenza tiene 2.000 empleados en servicios TIC y un barco sin nadie a bordo. Su futuro depende de lo segundo https://www.xataka.com/empresas-y-economia/zelenza-tiene-2-000-empleados-servicios-tic-barco-nadie-a-bordo-su-futuro-depende-segundo

The Verge — Pennsylvania will require labels on AI-generated ads https://www.theverge.com/ai-artificial-intelligence/1018187/pennsylvania-ai-deceptive-advertising-act

Mashable — Pennsylvania enacts law regulating AI-generated advertisements https://mashable.com/tech/pennsylvania-enacts-law-regulating-ai-generated-advertisements

CNBC Tech — SpaceX closes $40 billion debt deal for AI chips, Elon Musk says https://www.cnbc.com/2026/10/26/spacex-closes-40-billion-debt-deal-for-ai-chips-elon-musk-.html

TechCrunch — Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats. https://techcrunch.com/2026/10/24/forced-to-pick-groks-ai-model-chooses-republicans-openais-picks-democrats/

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

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Hoy hablamos de

• Google actualiza su política de privacidad y amplía el uso publicitario de Gmail
• Detectan una forma de usar carpetas de descargas y agentes de IA para atacar usuarios
• Crece el rechazo a las gafas inteligentes de Meta por motivos de privacidad
• El auge de la IA genera tensiones en Wall Street y preocupa por crédito y financiación
• Producto del día: Canva Craft

Fuentes

Ars Technica — Updated Google privacy policy says your Gmail might be used for advertising https://arstechnica.com/gadgets/2026/10/updated-google-privacy-policy-says-your-gmail-might-be-used-for-advertising/

Mashable — Hackers find a way to turn users own AI agents and Downloads folders against them https://mashable.com/tech/hackers-ai-coding-agents-downloads-malware

Genbeta — La compañía de gafas neerlandesa es el primer minorista en retirar las gafas inteligentes Ray-Ban de Meta de más de 400 tiendas debido a “preguntas que se han planteado” sobre la tecnología https://www.genbeta.com/actualidad/compania-gafas-neerlandesa-primer-minorista-retirar-gafas-inteligentes-ray-ban-meta-400-tiendas-debido-a-preguntas-que-se-han-planteado-tecnologia

Genbeta — Los países están considerando prohibir las gafas inteligentes por preocupaciones de privacidad https://www.genbeta.com/actualidad/paises-estan-considerando-prohibir-gafas-inteligentes-preocupaciones-privacidad

CNBC Tech — Nvidia's role as AI financier faces first big test as neoclouds take market hit https://www.cnbc.com/2026/10/24/nvidias-role-as-ai-financier-faces-first-big-test-as-neoclouds-take-market-hit.html

CNBC Tech — Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPO https://www.cnbc.com/2026/10/23/ai-turmoil-neoclouds-struggle-credit-risks-jump-solidigm-pulls-ipo.html

CNBC Tech — On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress https://www.cnbc.com/2026/10/23/jensen-huang-gtc-robot-ducks-neocloud-distress.html

CNBC Tech — SK Hynix shares jump over 4% after early losses as chipmaker scraps Solidigm IPO plans https://www.cnbc.com/2026/10/23/sk-hynix-solidigm-ipo-.html

CNBC Tech — OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors https://www.cnbc.com/2026/10/22/openai-funding-round-uae-investors.html

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

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Hoy hablamos de

• OpenAI dejará de entrenar sus modelos frontier con acceso al internet en vivo
• Google podría usar Gmail y Fotos para personalizar anuncios
• Third-party evaluators found vulnerabilities in OpenAI monitoring system during test pilot
• Anthropic lanza Claude Duet, su nuevo asistente de IA
• Producto del día: Diagnostic Orchestrator de Microsoft

Fuentes

TechCrunch — OpenAI says it will no longer train its AI models on the live internet, citing “significant risks” https://techcrunch.com/2026/10/23/openai-says-it-will-no-longer-train-its-ai-models-on-the-live-internet-citing-significant-risks/

The Verge — OpenAI now trains its frontier AI models with no internet access https://www.theverge.com/ai-artificial-intelligence/1018021/openai-training-top-ai-models-no-internet

The Verge — Now Google says it might use your Gmail and Google Photos data to target ads https://www.theverge.com/tech/1017600/google-personal-intelligence-privacy-policy-ads-update

Ars Technica — Updated Google privacy policy says your Gmail might be used for advertising https://arstechnica.com/gadgets/2026/10/updated-google-privacy-policy-says-your-gmail-might-be-used-for-advertising/

CNBC Tech — Third-party evaluators found vulnerabilities in OpenAI monitoring system during test pilot https://www.cnbc.com/2026/10/22/metr-redwood-research-open-ai-test.html

WIRED en Español — Anthropic lanza Claude Duet, su nuevo asistente de IA para competir con Meta Muse y OpenAI Dots https://es.wired.com/articulos/anthropic-lanza-claude-duet-su-nuevo-asistente-de-ia-para-competir-con-meta-muse-y-openai-dots

Mashable — Meet Claude Duet, the latest AI agent intended to lighten your workload https://mashable.com/tech/anthropic-claude-duet-announced

Gran Invento Gran Invento — tu diario de IA y Tecnología. Creado por Christian Becerra.

Recibe estas noticias por correo: https://chrisbecerrasoy.substack.com/subscribe

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