# Ormuz, Gemini y Comcast: Los Temas Que Abren Esta Semana

Page: https://stenobird.com/podcast/market-insights-3596811/ormuz-gemini-y-comcast-los-temas-que-abren-esta-semana
Text version: https://stenobird.com/podcast/market-insights-3596811/ormuz-gemini-y-comcast-los-temas-que-abren-esta-semana.md
Podcast: [Market Insights](https://stenobird.com/podcast/market-insights-3596811)
Published: 2026-06-29T13:12:53+00:00
Episode link: https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Ormuz--Gemini-y-Comcast-Los-Temas-Que-Abren-Esta-Semana-e3le192
Audio file: https://anchor.fm/s/4b564b04/podcast/play/122143458/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-29%2F427029882-44100-2-86e0c82dae20b.m4a
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JSON: https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/ormuz-gemini-y-comcast-los-temas-que-abren-esta-semana
Duration seconds: 1213

## Resource

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron la escalada de tensiones en el Estrecho de Ormuz, luego hablaron sobre la crisis de capacidad de cómputo para inteligencia artificial: Google no pudo darle a Meta todo el acceso que necesitaba a sus modelos Gemini y cerraron con la gran noticia corporativa del día: Comcast anuncia la separación de NBCUniversal y Sky en una empresa independiente.

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## Transcript

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