#369 | Päpstliche KI-Enzyklika, $500 Mio Token-Rechnung und doch keine Job-Apokalypse

00:15 Einführung04:18 Papst stellt seine KI-Enzyklika vorVatikan — Magnifica Humanitas VolltextWashington Post — Anthropic aligns with VaticanCNN — Pope Leo on AI fueling warfareNational Catholic Register — 15 Quotes aus der EnzyklikaAnthropic — Chris Olah's remarks12:01 Anthropic schließt 65-Milliarden-Runde (jetzt aber wirklich) und bringt Opus 4.8 rausTechCrunch — Anthropic raises $65BBloomberg — Anthropic to close $30B roundAnthropic — Introducing Claude Opus 4.8TechCrunch — Opus 4.8 with dynamic workflow toolSiliconAngle — Anthropic launches Opus 4.8, raises $65B21:33 Doch keine Jobapokalypse laut Sam Altman, Dario Amodei und Jensen HuangTime — Sam Altman walks back AI jobs apocalypseFortune — Altman & Amodei walking backFortune — Amodei reframes via JevonsEntrepreneur — Huang on lazy AI-layoff excuseTheStreet — Huang's blunt message28:32 Aus Versehen 500 Millionen an Tokens im Monat ausgegeben?Tom's Hardware — Mystery company blew $500M on Claude in a monthCassie Kozyrkov — Oops, $500M on AI in one month (Medium)byteiota — How agentic loops break enterprise budgets33:03 Vom Stunden- zu Outcome: wie verrechnet man Consulting-Arbeit? Und welche Moats gibt es noch?https://www.ft.com/content/8318a754-7b63-4f1f-8978-7691e7ed3511?syn-25a6b1a6=1https://a16z.com/avoiding-death-on-the-yellow-brick-road/ Hintergrund / weiterführend: The SaaS CFO — SaaSpocalypse, AI Agents, Vibe CodingForrester — SaaS as we know it is dead45:30 Meta's AI-Strategie und die Suche nach UmsatzTIKR — Meta Q1 2026: 33% Revenue Growth, $145B AI Investmenthttps://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools Medium — Meta spends like an AI leader, monetizes like an ad companyThe Motley Fool — Meta's AI strategy is working, but red flagsAdvanced Television — Meta ad revenue to hit $240bn in 2026TNW — Meta set to overtake Google in digital ad revenue 202652:02 Doch keine SaaS-Apokalypse?FinancialContent — Why April 2026 marks the end of the SaaS Apocalypsehttps://www.cnbc.com/2026/05/29/software-stocks-wrap-best-month-since-2001-as-talk-of-saaspocalypse-.html Taskade — The SaaSpocalypse: $285B WipedThemes ETFs — Will software stocks recover?Brocoders — The SaaS apocalypse explained53:26 Softbank will in Frankreich 75 Milliarden investierenCNBC — SoftBank plans 75 billion euros AI investment in FranceBloomberg — SoftBank to Build AI Data Centers in France With €75BTechCrunch — SoftBank up to €75B for French data centersTom's Hardware — Softbank to spend up to $87B on French AI data centersSoftBank Press — 5GW AI data center capacity in France55:33 Ferrari's E-Auto und die Herausforderungen der MarkeTop Gear — Ferrari Luce, Maranello's first fully electric carCNBC — I was at the Ferrari Luce EV launch before the backlashTechTimes — Ferrari Luce design backlashAutoevolution — How did we get to the Luce?59:02 Temu kassiert 200 Mio Euro EU-StrafeEU Commission Press ReleaseYahoo Finance — EU slapped Temu with $232M finePPC.land — Temu €200M DSA fineCross-Border Magazine — Temu EU ForecastEcommerce News EU — 12.5% more European users for Temu01:02:25 Interessante "Innovationen" aus China: Haustier-Übersetzer und Roboter-FrisöreOddity Central — Pet translator 95% accuracyIBTimes UK — Chinese startup AI collarDexerto — Chinese AI 95% pet translatorMEXC News — AI robot barber kiosks in ChinaRoboPhil — China AI robot barber kiosk01:06:40 Chinas Tech-Talent soll das Land nicht verlassenBloomberg — China limits overseas travel for AI talent at private firmsTechCrunch — China is increasingly keeping its best AI talent to itselfDecrypt — China imposes travel limits on AI workers at private firmsFortune Tech — China restricts AI talent01:08:22 Buchbesprechung: Der Mann ohne EigenschaftenWikipedia — Der Mann ohne Eigenschaftenberuhmte-zitate.de — Musil Möglichkeitssinnliteraturkritik.de — Reich-Ranicki über MusilORF — Musil und der Literaturpapst