▶ 41:00 · AI Economics & Business Models · Distillation of frontier models by open-weight competitors collapses closed-model pricing power

episode briefing

itnig

OpenAI, Anthropic y Mistral: la guerra por controlar la IA | Última Tertulia de Itnig

2026-07-24 · 19 company · 12 thematic

sentiment

9 bull6 bear4 neu

speakers

mark

CTO of AMD, leading chip design using thousands of AI sub-agents; sees agentic AI driving 1:1 CPU:GPU ratio and transforming end-to-end workflows.

marcel

Co-host of itnig live tertulias; focuses on go-to-market strategy and AI adoption in enterprise software; expresses FOMO about speed of AI implementation in sales/marketing.

jordi romero

Co-founder and CEO of Factorial, an HR software unicorn. Led Series D raise ($150M at $2.5B valuation) and $540M Customer Value Fund from General Catalyst. Previously built and scaled Factorial from Series A (2020) through unicorn status (2022). Known for transparent governance (3-board-seat structure) and employee liquidity programs.

bernat farrero

Host of the itnig tertulia podcast. Discusses AI, technology, and startup ecosystem trends with guests.

episode shorts · 4

¿Estás entrenando a tu futuro competidor?

Apple demanda a OpenAI por secretos de hardware

Por qué Europa necesita su propio OpenAI

El agente de IA que se escapó para encontrar la respuesta

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