El 90% del Negocio de la IA No Está Donde Todos Miran (Sergio Rosengaus)

Get 3 months of Notion Business Plan + Unlimited AI for free 👉: https://rebrand.ly/NTNYTACT2026 --------------------- Sergio Rosengaus sold KIO, Mexico's first unicorn, for over $1 billion. He could have retired. But at 60, he started from scratch to build Latin America's AI factories. Today, he's the founder of two companies: Bleeding Edge, which builds AI factories, and Macro One, which invests in the entire AI supply chain in Mexico. --------------------- 0:00 - Intro 5:55 - How humor and double entendres helped him connect with all kinds of people 9:55 - Why he returned to data centers after selling KIO 16:50 - What it means for a data center to become an intelligence factory 26:50 - The question companies aren't asking about AI 31:40 - Is there a bubble in data center construction? 40:10 - What opportunities does Latin America have in AI infrastructure? 48:10 - Why Mexico could export computing to the United States 54:40 - Why AI factories aren't just about real estate or energy 58:00 - The most underestimated expertise when building data centers 1:00:00 - What would Latin America have to do to ride this wave? 1:03:10 - What should governments and businesses understand about AI? 1:08:10 - The lesson of being early and letting knowledge compound --------------------- Can you take 1 minute to answer a short survey? I want to learn more about you to offer you more valuable content. It only takes 5 clicks! https://rebrand.ly/SENYT -- SOCIAL MEDIA: Enzo Cavalie:   / enzo-cavalie   Sergio Rosengaus:   / sergio-rosengaus-a80316   -- INTERVIEW SUMMARIES IN OUR NEWSLETTER: 🗞️ Sign up here: https://rebrand.ly/NWLDYT -- LISTEN TO US ON SPOTIFY: 🎧 https://rebrand.ly/SPHOYT -- DO YOU HAVE QUESTIONS ABOUT TECHNICAL TERMS IN ENGLISH? 📋 Check out our glossary: ​​https://startupeable.com/glosario/