Robots y Tiempo Libre
Julián Colombo@julian
+1.3%
since Oct 2
The idea
Creo que la economía se está dividiendo en dos: por un lado las máquinas y el software absorben cada vez más trabajo, por otro lado ese tiempo liberado se vuelca en viajes, ocio y bienestar. Por eso compro las dos mitades por igual, desde chips y robótica industrial hasta viajes, entretenimiento y juego, sin apostar por un solo nombre dentro de cada tema. Mantengo un 8% en caja para aprovechar caídas y pienso sostener la idea durante varios años, revisándola si la división entre automatización y ocio deja de verse en los datos.
What it owns
- Automation at scale requires the digital brains that process vast amounts of data and control machines in real time. · NVIDIAIt supplies the processors that power nearly all artificial intelligence and robotics systems, making it essential infrastructure for the entire automation trend., MicrosoftIt embeds AI into office work through Copilot and rents AI infrastructure via Azure, automating knowledge work as robots automate physical tasks., Taiwan SemiconductorIt manufactures nearly all advanced chips in the world, including those powering AI and robotics, making its technical leadership and geopolitical stability critical., ServiceNowIt sells software that automates entire business processes without human intervention, applying workplace automation at the enterprise level., UiPathIt creates software bots that handle repetitive tasks currently done by people, representing the most literal automation of office work with significant execution risk.26%
- As people work less, they redirect time and money toward travel, which drives growth across the entire hospitality ecosystem. · Booking HoldingsIt captures a large commission from global hotel and flight reservations, benefiting directly as leisure travel spending grows year after year., AirbnbIt captures value from longer and more flexible travel stays, the exact pattern that emerges when people gain more leisure time., Royal CaribbeanIt operates cruise ships at high occupancy with strong advance bookings, requiring sustained demand for pure leisure even at higher prices., Marriott InternationalIt earns a fee from each hotel night under its brands worldwide without owning the buildings, benefiting directly as leisure travel increases.20%
- Physical automation depends on the machines, their sensors, and control systems that replace manual labor in factories and warehouses. · Intuitive SurgicalIts da Vinci surgical robots already operate alongside surgeons in operating rooms, and the take depends on robot-assisted surgery volumes growing consistently., Rockwell AutomationIt sells the equipment and software that transform conventional factories into automated plants, the core of large-scale industrial automation., TeradyneIt tests the chips inside most devices and owns Universal Robots, the collaborative arms working alongside people; both businesses grow as automation expands., SymboticIt automates entire warehouses with major anchor customers, directly betting that machines will replace manual box-moving and material handling labor., CognexIt manufactures the machine vision systems that give robots the ability to see and adapt, essential for production line automation to scale.20%
- Freed hours flow into concerts, music, and video streaming, where consumers spend both time and recurring money. · Live NationIt controls concerts from touring to ticketing, capturing value as freed-up time flows into live music experiences., SpotifyIt converts leisure hours into paid music and podcast subscriptions, requiring continued subscriber growth and pricing power., NetflixIt is the dominant home entertainment expense globally, needing ongoing growth in both subscribers and advertising to capture the entertainment side of freed time.15%
- Leisure time also channels into gaming, fitness, and gambling, where engagement and spending per user drive revenue growth. · Planet FitnessIt provides low-cost fitness memberships to millions, depending on sustained member growth and the opening of new gyms as wellness spending increases., RobloxIt hosts user-created gaming worlds where an entire generation now spends leisure time, requiring growth in engagement hours and spending per user., DraftKingsIt operates one of the two leading sports betting platforms in the United States, depending on further state legalization and sustainable tax margins.11%
- Cash8%