#376 | Börsenbeben, Kimi K3 aus China, Anthropic mietet bei Meta und eine tone-deaf Claude-Werbung

00:15 Einführung04:41 Volatilität an den Märkten und deren Auswirkungenhttps://www.nytimes.com/2026/07/17/business/stocks-ai-tech-wall-street.htmlhttps://thehill.com/policy/technology/5624075-ai-bubble-market-volatility/12:27 China holt massiv auf: Kimi K3 nur knapp hinter Fable und GPT 5.6https://techcrunch.com/2026/07/16/moonshots-upcoming-kimi-3-is-expected-to-close-the-gap-with-anthropics-opus-4-8/https://www.cnbc.com/2026/07/17/moonshot-ai-kimi-k3-model-openai-anthropic-china.htmlhttps://simonwillison.net/2026/Jul/16/kimi-k3/https://the-decoder.com/kimis-open-model-k3-nears-gpt-5-6-sol-and-fable-5-while-signaling-the-end-of-super-cheap-chinese-ai/https://www.linkedin.com/feed/update/urn:li:activity:7485227891765665792/19:47 Inkling: ein Modell, das absichtlich nicht das beste isthttps://thinkingmachines.ai/news/introducing-inkling/https://techcrunch.com/2026/07/15/thinking-machines-amps-up-its-bet-against-one-size-fits-all-ai-with-its-first-open-model-inkling/https://artificialanalysis.ai/articles/thinking-machines-has-released-inkling-the-new-leading-u-s-open-weights-model25:28 Die Compute-Rechnung: wer gewinnt langfristig?https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.htmlhttps://www.cnbc.com/2026/07/17/anthropic-meta-ai-compute.htmlhttps://www.bloomberg.com/news/articles/2026-05-20/anthropic-to-pay-spacex-nearly-45-billion-for-computing-dealhttps://www.axios.com/2026/05/14/anthropic-claude-price-openai-tokens31:12 Loop engineering: wie machen wir das bei mikahttps://tech-blog.getmika.de/posts/notes-from-an-autonomous-build/43:10 Grok kopiert ganze Entwickler-Repositorieshttps://cybernews.com/ai-news/grok-build-git-repository-upload/https://thehackernews.com/2026/07/grok-build-uploads-entire-git.htmlhttps://thenextweb.com/news/grok-build-uploaded-entire-git-repositories-secrets48:14 Claude: integrierter Browser und 1Passwordhttps://code.claude.com/docs/en/whats-newhttps://1password.com/blog/1password-for-claudehttps://techcrunch.com/2026/07/14/openais-first-hardware-device-is-reportedly-a-screenless-speaker-that-can-move/56:10 Wohin entwickelt sich die Google KI?https://techcrunch.com/2026/07/16/googles-ai-mode-now-lets-you-link-and-interact-with-select-apps/https://techcrunch.com/2026/07/16/google-continues-its-renaming-streak-by-turning-notebooklm-to-gemini-notebook/https://9to5google.com/2026/06/30/notebooklm-short-video-overviews/https://techcrunch.com/2026/07/16/google-vids-now-lets-you-star-in-your-own-ai-videos/https://www.axios.com/2026/07/10/meta-ai-image-consenthttps://theaiinsider.tech/2026/07/13/meta-removes-controversial-instagram-ai-photo-feature-following-widespread-backlash/01:00:34 AGI, dysthopische Claude-Werbung und institutioneller Handlungsbedarfhttps://digitaleconomy.stanford.edu/news/wemustactnow/https://demishassabis.substack.com/p/a-framework-for-frontier-ai-and-the-dawning-of-a-new-agehttps://time.com/article/2026/07/16/anthropic-ai-marketing-advertisement/https://techcrunch.com/2026/07/14/anthropics-newest-ad-is-creeping-people-out/01:08:32 Prominente Übernahmepläne von Stripe und Uberhttps://techcrunch.com/2026/07/15/stripe-and-advent-reportedly-offered-to-buy-paypal-for-around-53-4b/https://www.sec.gov/Archives/edgar/data/0001543151/000155278126000382/e26302_ex99-1.htm01:11:57 Buchbesprechung: After Nationshttps://www.penguinrandomhouse.com/books/536696/after-nations-by-rana-dasgupta/https://www.newstatesman.com/culture/books/2026/03/in-time-of-the-breaking-of-nation-states