Zurück zur Zukunft - Tech-News und Business Models

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

RAISE AI-Konferenz in ParisForschung an simulierten menschlichen Verhaltensweisen⁠https://www.indexventures.com/perspectives/life-the-universe-and-simile-leading-similes-series-a/⁠ Satya Nadella zu Eigentum in der AI-Nutzunghttps://x.com/satyanadella/status/2076323181154230284LazyFox Approach: https://lazy-fox.ai/blog/nadella-reverse-paradox.htmlOpenAIs 5.6 Solhttps://openai.com/index/gpt-5-6/https://www.cnbc.com/2026/07/09/open-ai-sam-altman-chatgpt-5-6-sol.htmlApple verklagt OpenAIhttps://techcrunch.com/2026/07/10/apple-sues-openai-over-alleged-trade-secret-theft/Anthropic J-spacehttps://www.anthropic.com/research/global-workspacehttps://open.spotify.com/episode/1P49PqWIUjJjHQosdx01GF?si=Qi6f-QU7QxK3oBU5LsKs2wGrok: SpaceX: auch mit neuem Model - Fokus: Coding und Preis https://techcrunch.com/2026/07/08/spacexai-releases-grok-4-5-which-elon-describes-as-an-opus-class-model/ Meta Muse Spark Modelhttps://www.cnbc.com/amp/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.htmlhttps://www.cnbc.com/2026/07/10/meta-shares-surge-6percent-as-optimism-grows-on-it.htmlEU-Strafen gegen Dark Patternshttps://www.spiegel.de/netzwelt/netzpolitik/eu-justizkommissar-kuendigt-bussgelder-gegen-suechtig-machende-apps-an-a-23020da0-43e1-4c3a-9e86-1dba3b54e42cNATO Kill Web und autonome Waffensystemehttps://thenextweb.com/news/nato-ai-kill-web-eastern-flank-deterrence-russiaBuchtipp

00:15 Einführung03:10 Fable ist zurückhttps://www.anthropic.com/news/redeploying-fable-5https://www.anthropic.com/news/fable-safeguards-jailbreak-frameworkhttps://9to5google.com/2026/07/01/anthropic-fable-5-returns-to-claude/https://www.marktechpost.com/2026/07/01/anthropic-redeploys-claude-fable-5-on-july-1-after-us-export-controls-lift-adds-new-cybersecurity-classifier/15:51 OpenAI bietet der US-Regierung 5% Anteile an - und will, dass alle mitmachenhttps://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.htmlhttps://www.forbes.com/sites/siladityaray/2026/07/02/openai-reportedly-pitches-granting-us-government-5-stake/https://www.bloomberg.com/news/articles/2026-07-02/openai-proposes-giving-the-us-government-a-5-stake-ft-says25:38 Trumps Krypto-Aktivitäten und deren Auswirkungenhttps://abcnews.com/Politics/trump-made-1-billion-crypto-financial-disclosure-shows/story?id=134358357https://www.nbcnews.com/politics/donald-trump/financial-disclosure-1-billion-cryptocurrency-earnings-meme-coins-rcna352497https://time.com/article/2026/07/01/trump-2025-financial-disclosure-crypto-world-liberty-financial/33:47 Werden wir alle gehackt? Cybersecurity in Zeiten von AIhttps://www.malwarebytes.com/blog/news/2026/02/ai-chat-app-leak-exposes-300-million-messages-tied-to-25-million-users40:38 Loop Engineering: Warum die Besten aufgehört haben zu promptenhttps://tech.yahoo.com/ai/claude/articles/forget-prompt-engineering-loop-engineering-090101184.htmlhttps://www.techspot.com/news/112923-ai-developers-moving-beyond-prompts-loops-take-over.htmlhttps://linas.substack.com/p/loop-engineering-complete-guide46:43 Meta und die Monetarisierung von AI-Kapazitätenhttps://techcrunch.com/2026/07/01/meta-like-spacex-looks-to-turn-excess-ai-compute-into-cash/https://www.cnbc.com/2026/07/01/meta-stock-cloud-ai-compute.html50:20 Amazon und Microsoft investieren in Forward Deployed Engineers und fordern die Billable Hours heraushttps://www.aboutamazon.com/news/aws/aws-1-billion-forward-deployed-ai-engineershttps://techcrunch.com/2026/07/02/microsoft-launches-its-own-ai-deployment-company-with-2-5-billion-commitment/https://www.geekwire.com/2026/microsoft-announces-2-5b-frontier-company-to-embed-ai-engineers-inside-customers/https://enterprisedna.co/resources/news/accenture-record-stock-drop-ai-consulting-disruption-2026/53:43 Eine 4,7 Miliarden Strafe für Google bestätigthttps://www.cnbc.com/2026/07/02/alphabet-google-android-eu-antitrust-fine-4-1-billion-euro-appeal.htmlhttps://www.engadget.com/2206550/google-loses-final-appeal-over-eu-antitrust-fine/https://www.ghacks.net/2026/07/03/eu-court-of-justice-upholds-e4-1-billion-google-android-antitrust-fine-in-final-appeal/56:00 Bending Spoons: Vier italienische Studienfreunde und ein 18-Milliarden-Dollar-Börsenganghttps://techcrunch.com/2026/07/01/after-18b-ipo-bending-spoons-founder-says-success-comes-from-minimizing-luck/https://www.trendingtopics.eu/bending-spoons-grows-to-25-7b-after-strong-ipo/https://www.trendingtopics.eu/bending-spoons-pays-e770m-for-tractive-then-cuts-50-of-jobs-before-ipo/https://news.ycombinator.com/item?id=4413092601:00:28 Yoto: Das 120-Dollar-Gerät ohne Bildschirm, das den Techlash gewinnthttps://businessmodelanalyst.com/yoto-business-model-techlash/https://us.yotoplay.com/yoto-player01:04:46 Buchempfehlung: Walter Rathenau. Deutscher und JudeWolfgang Brenner, Piper Verlag

00:15 Aktuelle Entwicklungen in der KI-Regulierunghttps://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns https://www.cnbc.com/2026/06/26/us-government-anthropic-claude-mythos5-ai.html03:05 Souveränität und Wettbewerb im KI-Sektor06:04 Technologische Fortschritte und neue Modellehttps://techcrunch.com/2026/06/27/asian-ai-startups-launch-mythos-like-models-as-anthropics-export-ban-drags-on/08:32 Die Rolle von Investoren und Unternehmensstrukturen11:32 Herausforderungen für europäische Startupshttps://www.linkedin.com/posts/dominik-rapacki_digitalesouveraeunitaeut-cloudact-ycombinator-activity-7473674754646839296-L2RX27:34 Technologischer Wettlauf: Supercomputer und KIhttps://www.theguardian.com/technology/2026/jun/24/china-supercomputer-world-fastest-top500-ranking-lineshine30:19 OpenAI und der Weg zum Börsenganghttps://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html https://techcrunch.com/2026/06/25/anthropics-claude-is-winning-over-paid-consumers-a-market-owned-by-chatgpt/ 36:31 Die Bedeutung von Packaging in der KI-Industrie43:00 Claude Tag und die Integration von KI in Unternehmenhttps://thenextweb.com/news/salesforce-employees-anthropic-claude-tag-slack-tension https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack https://lazy-fox.ai/blog/anthropic-claude-tag.html51:15 Die strategische Rolle von KI in Unternehmen01:02:45 Meta https://www.ft.com/content/c5d52f72-71ef-40bc-bad3-61afdba8b378?syn-25a6b1a6=1https://www.nytimes.com/2026/06/23/technology/meta-prediction-markets-app.html State of AI: https://intelligence.exponentialview.co/ 01:08:05 Buchtipp

00:15 Einführung03:57 Anthropics Fable- und Mythos-Bann und seine Konsequenzenhttps://fortune.com/2026/06/14/how-a-warning-from-amazon-led-the-white-house-to-shut-down-anthropics-mythos-model/https://fortune.com/2026/06/15/fix-this-code-three-words-behind-us-government-shut-down-anthropic-fable-mythos-ai-models-katie-moussouris-open-letter/https://thenextweb.com/news/fable-5-ban-cybersecurity-defenders-open-letterhttps://www.schneier.com/blog/archives/2026/05/openais-gpt-5-5-is-as-good-as-mythos-at-finding-security-vulnerabilities.html 17:34 Microsoft + Deepseek. Chinesische Modelle als Gewinner?https://thenextweb.com/news/microsoft-deepseek-copilot-coworkhttps://www.axios.com/2026/06/16/microsoft-copilot-cowork-tokenmaxxing-coworkhttps://artificialanalysis.ai/articles/glm-5-2-is-the-new-leading-open-weights-model-on-the-artificial-analysis-intelligence-index 24:53 Politik und KI: G7-Gipfel und internationale Zusammenarbeithttps://www.cnbc.com/2026/06/17/g7-trump-ai-tech-leaders-openai-anthropic-google.htmlhttps://www.usnews.com/news/world/articles/2026-06-17/g7-leaders-vow-closer-ties-on-ai-as-they-hash-out-trusted-partners-schemehttps://www.euronews.com/my-europe/2026/06/17/ai-takes-centre-stage-at-g7-as-western-fears-over-us-kill-switch-get-real36:35 New Digital Divide: Gig Work verschwindet, Tokenmaxxing wird Statussymbolhttps://www.theguardian.com/technology/2026/jun/18/ai-threatens-gig-work-risehttps://www.nytimes.com/2026/06/18/technology/ai-token-minimizing.htmlhttps://lazy-fox.ai/blog/blog_02_three_layers_token_waste.html42:24 Midjourney baut Körperscanner und Spashttps://www.pymnts.com/news/artificial-intelligence/2026/midjourney-enters-medical-imaging-with-60-second-full-body-scan/https://radiologybusiness.com/topics/healthcare-management/healthcare-economics/ai-lab-midjourney-investing-over-74m-launch-whole-body-ultrasound-screening-business49:00 Subquadratic knackt den LLM-Flaschenhals.https://www.technologyreview.com/2026/06/19/1139313/a-startup-claims-it-broke-through-a-bottleneck-thats-holding-back-llms/https://thenextweb.com/news/subquadratic-subq-sparse-attention-llm-bottleneck50:13 OpenAI Codex „Record & Replay"https://developers.openai.com/codex/record-and-replayhttps://www.techtimes.com/articles/318759/20260620/openai-codex-automation-gains-record-replay-show-it-once-skip-script.htm51:27 SpaceX und die Dynamik der Aktienmärktehttps://www.cnbc.com/2026/06/15/spacex-stock-record-ipo-debut.htmlhttps://techcrunch.com/2026/06/16/spacex-to-acquire-cursor-for-60b-days-after-blockbuster-ipo/https://fortune.com/2026/06/16/elon-musk-spacex-ipo-ai-coding-startup-cursor-acquisition/https://www.bbc.com/news/articles/cvgd5g7d7gyo 53:28 W Social und die Herausforderung ein neues soziales Netzwerk zu etablierenhttps://www.euronews.com/my-europe/2026/01/29/fact-check-is-the-eu-launching-a-social-media-platform-called-whttps://cybernews.com/tech/europe-social-media-w/58:50 Taiwan bringt Bürgern Drohnenfliegen beihttps://www.chinastrategy.org/2026/06/17/inspired-by-ukraine-and-worried-by-china-taiwan-teaches-its-citizens-how-to-fly-drones/https://www.techspot.com/news/112813-taiwan-teaches-civilians-drone-skills-learned-ukraine-war.htmlSnap mit AR-Specshttps://www.heise.de/en/news/Snap-Specs-First-real-AR-glasses-for-consumers-cost-2195-11334912.html 01:03:35 Buch der Folge — Ryan Holiday, „Ego Is the Enemy"https://dailystoic.com/ego-is-the-enemy-summary/https://www.blinkist.com/en/books/ego-is-the-enemy-en

SpaceX IPOAnthropic und Fable: US-Exportblockadehttps://www.heise.de/news/Berichte-Amazon-steckt-hinter-ploetzlichem-Fable-Aus-11331565.htmlProteste gegen AI und deren Auswirkungenhttps://www.bbc.com/news/articles/cqx10gg2r2voOpenAI: Strategien vor dem Börsenganghttps://www.wiwo.de/unternehmen/it/kuenstliche-intelligenz-openai-plant-offenbar-massiven-umbau-von-chatgpt-zur-super-app/100230908.htmlhttps://the-decoder.de/openai-eroeffnet-die-ki-preiskaempfe-mit-flexiblen-rate-limit-resets-fuer-codex/

00:15 Intro02:50 Anthropic und die KI-Entwicklunghttps://www.reuters.com/business/anthropic-says-ai-labs-need-coordinated-plan-halt-development-if-risks-rise-2026-06-04/https://www.cnbc.com/2026/06/01/anthropic-ipo-s1-prospectus.htmlhttps://www.npr.org/2026/06/01/nx-s1-5843199/anthropic-ipo-filing-ai-large05:51 IPO-Trends im KI-Sektor08:41 Marktanalysen und Bewertungen11:40 SpaceX und die Rolle der Kleinanlegerhttps://www.telepolis.de/article/Trade-Republic-oeffnet-IPOs-fuer-alle-das-sollten-Anleger-wissen-11320544.html https://www.reuters.com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05/ https://finance.yahoo.com/markets/stocks/articles/spacexs-projected-1-75-trillion-153905381.html https://fortune.com/2026/06/07/spacex-ipo-selling-price-dislocations-spcx-stock-passive-index-flows-retail-investors/ 14:34 Google und die Liquidität im Markthttps://finance.yahoo.com/markets/stocks/articles/alphabet-record-breaking-85b-raise-193832938.html 17:44 Jensen Huang und die Zukunft der Technologiehttps://www.businessinsider.com/jensen-huang-incredible-time-software-company-2026-6# 27:38 Marktdynamik und Unsicherheit29:38 Meta und Gesichtserkennungstechnologiehttps://futurezone.at/amp/produkte/meta-gesichtserkennung-smart-glasses-code-nametag/403166138 https://www.heise.de/news/Gegen-filmende-Meta-Ray-Ban-Glassholes-App-erkennt-smarte-Brillen-im-Umfeld-11317839.html 36:47 Microsofts Entwicklungen und Herausforderungenhttps://www.tomsguide.com/news/live/microsoft-build-2026https://techcrunch.com/2026/06/02/microsoft-launches-scout-an-openclaw-inspired-personal-assistant/47:40 KI-Zwillinge und digitale Identitätenhttps://www.nytimes.com/2026/06/06/business/dealbook/ai-digital-twin.htmlhttps://www.axios.com/2025/06/10/ai-ceo-clones-trust-gap58:59 Europäische Technologiebestrebungen und Investitionenhttps://commission.europa.eu/news-and-media/news/strengthening-europes-tech-sovereignty-2026-06-03_enhttps://www.cnbc.com/2026/06/03/europe-tech-sovereignty-us-tech-reliance.html01:07:45 Kryptomarkt und aktuelle Entwicklungenhttps://www.deraktionaer.de/artikel/krypto/62-milliarden-futsch-bitcoin-absturz-beendet-treasury-boom-20402271.html 01:15:42 Buchvorstellung: Incorruptible von Eric Ries

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

OpenAI gewinnt gegen Elonhttps://www.bbc.com/news/articles/cewpyv79pw1oSpaceX S-1 Dokumenthttps://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htmhttps://www.nbcnews.com/tech/elon-musk/spacex-files-s-1-ipo-make-elon-musk-trillionaire-rcna346157https://www.threads.com/@johannes.ernst/post/DYsDca2lZvRhttps://www.threads.com/@benedictevans/post/DYuXVm1Dh69ARR-Inflationhttps://techcrunch.com/2026/05/22/how-vcs-and-founders-use-inflated-arr-to-kingmake-ai-startups/https://techcrunch.com/2026/05/23/peec-one-of-berlins-rising-startups-more-than-doubled-annualized-revenue-in-months-to-10m-sources-say/AI-Psychose?https://www.threads.com/@vanta__vale/post/DYcPOJVCFRFAnthropic profitabelhttps://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4Google I/Ohttps://blog.google/innovation-and-ai/technology/ai/google-io-2026-all-our-announcements/Amazon und Spotify mit AI-Podcasts - Remixenhttps://techcrunch.com/2026/05/21/spotify-debuts-a-new-desktop-app-for-creating-personal-podcasts/https://www.heise.de/news/Spotify-kuendigt-KI-generierte-Remixe-und-Podcasts-an-11303483.htmlElevenLabs Audio Bookshttps://archive.ph/02X8XChatGPT mit Personal Financehttps://techcrunch.com/2026/05/15/openai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts/https://asktejo.com/Entlassungen - Konsequenzen von AI?- Cloudflare: https://www.wsj.com/opinion/how-i-choose-which-cloudflare-employees-to-replace-with-ai-40a197e5- ClickUp: https://www.threads.com/@annabyang/post/DYno8DQCXQ4https://techcrunch.com/2026/05/25/what-clickups-mass-layoff-tells-us-about-the-future-of-work/- Meta: https://www.nytimes.com/2026/05/19/technology/meta-layoffs-ai.htmlhttps://archive.ph/hLOH6- AI-Job-Apocalypse?https://www.theringer.com/podcasts/plain-english-with-derek-thompson/2026/05/12/the-case-against-the-ai-job-apocalypseExecutive Ordershttps://www.wsj.com/politics/policy/david-sacks-trump-ai-executive-order-6019242dhttps://www.nytimes.com/2026/05/21/technology/newsom-ai-executive-order-california.htmlTrumps Prediction Casinohttps://www.threads.com/@tristan_nschomberg/post/DYui5W8FHkg

00:15 · Einführung05:29 · OpenAIs Showdown-Woche: Klage gegen Apple, Jury-Beratung im Musk-ProzessTechCrunch: OpenAI reportedly preparing legal action against AppleMacRumors: OpenAI Considering Legal Action Against AppleCNBC: Closing Arguments in Musk vs. AltmanAl Jazeera: Altman zu Musks 90-Prozent-Equity-Forderung16:23 · Mira Murati liefert: Interaction Models bei Thinking MachinesTechCrunch: Thinking Machines listens while it talksSemafor: Mira Muratis Thinking Machines Interaction ModelsUnite.AI: 200ms Real-Time Interaction Model22:25 · Anthropic auf 900 Milliarden und der Secondaries-StreitBloomberg via Yahoo: Anthropic in talks to raise $30B at $900B valuationTFN: Anthropic 30B Fundraise at 900B ValuationThe Information: Anthropic picks co-leads (Dragoneer, Greenoaks, Sequoia, Altimeter)26:55 · Cerebras-IPO: der erste AI-Börsentest 2026TechCrunch: Cerebras raises $5.5B in IPOCNBC: Cerebras Day-2 nach +68% Pop28:59 · Recursive Superintelligence: 4,65 Mrd. für 30 Leute ohne ProduktUnite.AI: Recursive Superintelligence Raises $650MThe Next Web: Recursive Superintelligence Self-Improving AI Funding33:52 · SpaceX, OpenAI, Anthropic: kann der Markt das schlucken?Trading Key: Anthropic 30B Funding und IPO-Pipeline-Kontext37:27 · Was Europa gerade leistet: Helsing, SAP, n8n, Parloa, MercedesTechCrunch: Helsing raises $1.2B at $18B valuationSAP News Center: SAP unveils Autonomous Enterprise at SapphireTrending Topics: SAP investiert in n8n bei 5,2 Mrd. BewertungPR Newswire: Parloa solidifies partnership with SAPAOL/Reuters: Mercedes CEO Kallenius open to defense production48:37 · Claude for Small Business und der mika-moatAnthropic: Introducing Claude for Small BusinessTechCrunch: Anthropic courts small business ownersAxios: Anthropic offers new Claude Code tools for small businesses58:38 · 30 Mio. für eine 1:1-Kopie: Kingmaking im AI-Markt (Kled vs. Luel)Luel: 31.2M Seed led by General Catalyst und LightspeedLightspeed: Our Investment in LuelStartupHub.ai: Luel AI und Kled AI Alternatives Review01:04:13 · MBAs auf 50% Discount: das Ende einer AusbildungslogikYahoo Finance via Fortune: MBAs auf Sale, Business Schools senken TuitionEntrepreneur.com: Business Schools 50% off MBAsHarry Stebbings LinkedIn Profile (MBA-Post-Suche)01:08:43 · Welche Jobs durch AI entstehen: Demand-Stretches in alle RichtungenEzra Klein, AI Job Apocalypse (NYT-Reprint via Inquirer)Jim Grisanzio: AI Doom Vibe Change RecapAI Daily Brief SubstackAlex Imas, Ghosts of Electricity SubstackAlex Imas: "What will be scarce?"Fortune: Alex Imas, the economist who found hope01:12:42 · OpenAI x Malta: der erste StaatsvertragOpenAI: Malta ChatGPT Plus PartnershipEuronews: Malta offers free ChatGPT Plus access01:15:20 · Buchempfehlung: Kerstin Decker, "Lou Andreas-Salomé: Der bittersüße Funke Ich" (Propyläen)Perlentaucher: Decker, Lou Andreas-Salomé

SpaceX-Deal mit Anthropichttps://www.anthropic.com/news/higher-limits-spacex https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.platformer.news/did-xai-just-concede-the-ai-race/https://www.handelsblatt.com/unternehmen/handel-konsumgueter/kuenstliche-intelligenz-anthropic-verbuendet-sich-mit-elon-musks-spacex/100222994.htmlhttps://simonwillison.net/2026/May/7/xai-anthropic/ Mythos-Schock Mozilla, Benchmarks, Cloudflare, US-Regierunghttps://www.threads.com/@koltregaskes/post/DYIFm4fGMDD https://techcrunch.com/2026/05/07/how-anthropics-mythos-has-rewritten-firefoxs-approach-to-cybersecurity/https://hacks.mozilla.org/2026/05/behind-the-scenes-hardening-firefox/https://www.threads.com/@ninzaverse/post/DYJRJ38muY5https://www.businessinsider.com/cloudflare-announces-1100-layoffs-amid-ai-focus-shift-2026-5https://archive.ph/VH9Sthttps://www.wsj.com/tech/ai/trump-ai-anthropic-mythos-regulation-2378971fhttps://www.nytimes.com/2026/05/04/technology/trump-ai-models.htmlAnthropic für Finanzbranchehttps://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-anthropic-stellt-ki-agenten-fuer-die-finanzbranche-vor/100222626.htmlAI-Labs mit Consulting Joint-Ventureshttps://www.linkedin.com/feed/update/urn:li:activity:7457715830823301120/https://www.theregister.com/ai-ml/2026/05/11/openai-buys-ai-consultancy-to-sell-enterprises-on-its-models/5238213https://www.reuters.com/commentary/breakingviews/ai-labs-consulting-push-defies-corporate-history-2026-05-11/SAP AI-Akquisitionenhttps://www.linkedin.com/feed/update/urn:li:activity:7457076372675391488/OpenAI-Prozesshttps://www.semafor.com/article/05/01/2026/elon-musk-admits-xai-distilled-openai-models Note-Taker und Anwältehttps://www.nytimes.com/2026/05/09/business/dealbook/ai-notetakers-legal-risk.htmlApple Airpods und Smart Glasseshttps://www.theverge.com/tech/926376/apple-airpods-cameras-ai-productionhttps://www.threads.com/@j.rei.studio/post/DYKJxADjdrFAmazon öffnet Logistikhttps://www.heise.de/news/Amazon-com-wird-zum-Logistik-Anbieter-fuer-alle-11281297.htmlhttps://www.aboutamazon.com/news/retail/amazon-supply-chain-services-for-businessScam Inc. 2.0Elon/Teslahttps://techcrunch.com/2026/04/22/elon-musk-admits-millions-of-tesla-owners-need-upgrades-for-true-full-self-driving/ Trump/Golden Phonehttps://www.threads.com/@hereiseeheresy/post/DYIUOj_Dng3Prediction Marketshttps://www.cnbc.com/2026/04/23/doj-soldier-polymarket-bets-venezuela-maduro.htmlhttps://www.wsj.com/business/unusual-weather-bets-on-polymarket-spur-french-investigation-b799bec8Buchtipphttps://www.amazon.de/Muskism-Guide-Perplexed-Quinn-Slobodian/dp/0063484323

00:15 — EinführungÜberblick: Earnings Season, Werbemarkt, OpenAI-Drama, Token-Knappheit, Pentagon-Deals, AI-Produktivität, Hiring-Bias, China.Search +19%, Cloud +63%, AI-Overviews 3 Mrd. Nutzer, Backlog $460 Mrd., Marge 33%. Aktie +34% im April. Google als "erfolgreichster VC-Investor" mit Anthropic-Invest-Trick: $10 Mrd. investiert, Sekundärmarkt das Dreifache wert.https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.htmlhttps://fortune.com/2026/04/29/microsoft-meta-google-ai-capex-spending-billions/+33% Revenue, Aktie -7% nach CapEx-Erhöhung. Kein Cloud-Business. Werbewachstum +24% durch Advantage+. Markt belohnt Schaufelverkäufer, nicht Silber.https://www.marketingdive.com/news/meta-google-ad-revenues-soar-thanks-to-ai-but-big-picture-is-blurry/818932/Microsoft Aktie -8%. OpenAI-Microsoft wird zur "Open Relationship". Musk-vs-Altman-Prozess: Musk gibt zu, dass xAI OpenAI-Modelle nutzt. Vergleich das Beste für beide wegen IPO.https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.htmlhttps://www.cnbc.com/2026/05/02/musk-testimony-dominated-first-week-musk-v-altman-trial-in-oakland.htmlARR ver-44-facht in 18 Monaten. Fitnessstudio-Modell funktioniert nicht, wenn alle 24/7 trainieren. OpenClaw und Harnesses ausgeschlossen. Scheduled Task verbrennt 75% des Monatsbudgets. Token-Budgets als neue Compensation Perks.https://www.linkedin.com/posts/peterjameswalker_anthropic-1b-revenue-run-rate-in-dec-2024-share-7456430472722546691-O6eh/https://aidailybrief.beehiiv.com/p/the-ai-subsidy-era-is-overhttps://thenewstack.io/anthropic-claude-harness-restrictions/Anthropic als "Supply Chain Risk" geblockt, aber Mythos wird von Teilen des Staates bereits genutzt. Tokens werden zum Staatsgut.https://www.cnn.com/2026/05/01/tech/pentagon-ai-anthropichttps://www.bloomberg.com/news/articles/2026-04-30/nsa-testing-anthropic-s-mythosAndy Jassy: Refactoring (normalerweise 40-50 Leute, 1 Jahr) von 5 AI-nativen Mitarbeitern in 65 Tagen.https://www.threads.com/@carnage4life/post/DX2n7HJEiov Harvard-Studie: KI 67% korrekte Triage vs. Ärzte 50-55%. Agnieszkas MRT-Erfahrung. Dawkins behauptet, sein Claude-Agent sei bewusst.https://www.theguardian.com/technology/2026/apr/30/ai-outperforms-doctors-in-harvard-trial-of-emergency-triage-diagnoses KI-Screener bevorzugen CVs vom selben Modell. GEO-Implikation: drei Versionen pro Artikel nötig. Personal Brand wichtiger denn je.https://en.hespress.com/136713-ai-favors-ai-written-resumes-as-hiring-tools-take-over-recruitment.htmlZweites Gerichtsurteil gegen KI-Kündigung. Manus/Meta-Deal rückgängig, aber Meta hat Technologie längst integriert.https://archive.ph/6tNRC#selection-1499.0-1499.239 https://www.cnbc.com/2026/04/27/meta-manus-china-blocks-acquisition-ai-startup.htmlMichael Pollans "A World Appears". Bewusstsein braucht Körperlichkeit. Kann KI bewusst sein? Was ist mit Embodied AI?https://michaelpollan.com/books/a-world-appears/02:50 — Alphabet: Der Gewinner der Earning-Season12:30 — Die Zahlen von Meta und wie KI den Werbemarkt umkrempelt16:47 — Die Ergebnisse von Microsoft und ihre Beziehung zu OpenAI28:28 — Anthropic Zahlen und das Ende der Token-Subventionen41:17 — Pentagon-KI-Deals und die politischen Implikationen der Token-Knappheit47:48 — Interner Einsatz von AI bei Amazon49:23 — Triage in Krankenhäuser AI vs Ärzte53:57 — KI bevorzugt KI: Wenn der Algorithmus sich selbst einstellt01:00:25 — China: Arbeitsplätze dürfen nicht wegen AI abgebaut werden01:06:51 — Buchvorstellung: Bewusstsein und KI

Tim Cook nimmt Abschied von Apple als CEOhttps://fortune.com/2026/04/25/leadership-tim-cook-apple-ceo-identity-leadership-outgrow-success/ SpaceX mit Cursor-Kaufoption https://www.businessinsider.com/spacex-cursor-deal-what-smart-people-are-saying-2026-4 https://www.nytimes.com/2026/04/21/business/spacex-cursor-deal.htmlCohere "kauft" Aleph Alphahttps://techcrunch.com/2026/04/25/why-cohere-is-merging-with-aleph-alpha/ Amazon und Google mit Milliarden-Kreislaufdeals mit Anthropichttps://www.heise.de/news/Google-steckt-bis-zu-40-Milliarden-Dollar-mehr-in-Anthropic-11271998.html Meta kauft Amazon Graviton CPUshttps://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/ OpenAI mit ChatGPT 5.5 und Image 2.0https://techcrunch.com/2026/04/23/openai-chatgpt-gpt-5-5-ai-model-superapp/ Thinking Machines vs. Meta im AI-Talent-Warhttps://techcrunch.com/2026/04/24/metas-loss-is-thinking-machines-gain/ Entlassungen bei Meta und Microsofthttps://www.theguardian.com/technology/2026/apr/23/meta-microsoft-tech-ai-layoffs China erschwert US-Tech-Investmentshttps://archive.ph/2026.04.24-134532/https://www.bloomberg.com/news/articles/2026-04-24/china-to-curb-us-investment-in-tech-companies-after-meta-deal Kimi 2.6https://www.threads.com/@unwind_ai/post/DXYIMozgFpWKarp's Palantir-Manifesthttps://www.businessinsider.com/palantir-manifesto-alex-karp-technological-republic-summary-2026-4https://www.spiegel.de/wissenschaft/mensch/manifest-von-palantir-ceo-alex-karp-so-kann-die-eu-niemals-wirklich-souveraen-sein-a-94de7926-bf0a-490b-b4fe-ca97c48c8a50Buchtipp: https://www.amazon.de/Haus-zur-Sonne-Shortlist-Deutscher/dp/3462004654

00:15 Einführung03:05 373% Kursgewinn ohne ein einziges KI-Produkt: Willkommen bei NewBird AI🔗 https://fortune.com/2026/04/15/allbirds-newbirdai-ai-company-pivot/🔗 https://www.wired.com/story/allbirds-is-pivoting-to-ai-compute-sure-why-not/🔗 https://ir.allbirds.com/news-releases/news-release-details/allbirds-inc-executes-50m-convertible-financing-facility/10:02 Trade Republic baut 1.000 menschliche Agents auf🔗 https://tech.eu/2026/04/15/trade-republic-axes-customer-service-chatbots-replacing-them-with-over-1000-human-agents/🔗 https://assets.traderepublic.com/assets/files/Press_Release_fr_en_CS.pdf22:43 Alter und KI-Nutzung: Ein überraschender Zusammenhang🔗 https://hub.jhu.edu/2026/02/23/will-ai-make-human-workers-obsolete/🔗 https://stackoverflow.blog/2025/12/26/ai-vs-gen-z/27:13 Anthropic Opus 4.7 released - was heißt das für die Nutzer🔗 https://venturebeat.com/technology/anthropic-releases-claude-opus-4-7-narrowly-retaking-lead-for-most-powerful-generally-available-llm🔗 https://arstechnica.com/ai/2026/04/why-anthropic-sent-its-claude-ai-to-an-actual-psychiatrist/🔗 https://fortune.com/2026/04/10/anthropic-too-dangerous-to-release-ai-model-means-for-its-upcoming-ipo/36:37 Anthropic Design und Canva AI 2.0🔗 https://www.anthropic.com/news/claude-design-anthropic-labs🔗 https://www.canva.com/newsroom/news/canva-create-2026-ai/🔗 https://www.businesswire.com/news/home/20260410843169/en/Canva-Announces-Anthropic-Collaboration43:43 Claude routines - was heißt das für n8n & co?🔗 https://code.claude.com/docs/en/routines51:15 OpenAI hat auch noch was bei KI zu sagen🔗 https://openai.com/index/introducing-gpt-rosalind/🔗 https://www.fiercebiotech.com/biotech/openai-launches-biotech-specific-ai-model-gpt-rosalind56:18 Salesforce Headless 360🔗 https://www.salesforce.com/news/press-releases/2026/04/15/salesforce-headless-360/01:00:51 Roboter Halbmarathon und der Status der Robotik🔗 https://www.reuters.com/technology/humanoid-robots-china-half-marathon-2026-04/01:06:10 Buchempfehlung: Moralspektakel von Philipp Hübl

Mythos Cyber-Meltdownhttps://www.cnbc.com/2026/04/10/powell-bessent-us-bank-ceos-anthropic-mythos-ai-cyber.htmlhttps://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-ki-findet-schwachstellen-bsi-erwartet-weitreichende-folgen/100215713.html Project Glasswinghttps://www.anthropic.com/glasswing Threat Small Modelshttps://aisle.com/blog/ai-cybersecurity-after-mythos-the-jagged-frontier SaaS-Meldownhttps://www.threads.com/@chajaaaaaaaaaaaaaaaaaaaaa/post/DXCPMa1ESlRAnthropic überholt OpenAI mit $30 Mrd. ARRhttps://www.the-ai-corner.com/p/anthropic-30b-arr-passed-openai-revenue-2026 https://www.wsj.com/tech/ai/openai-anthropic-ipo-finances-04b3cfb9Profil Sam Altmanhttps://archive.ph/2026.04.11-211324/https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trusted OpenAI Management Chaoshttps://fortune.com/2026/04/06/openai-leadership-cfo-sarah-friar-china-drone-industry-north-korean-hackers-drift/ AI-Backlashhttps://fortune.com/2026/04/08/gen-z-workers-sabotage-ai-rollout-backlash/ Andrej Karpathys Knowledge Baseshttps://x.com/karpathy/status/2039805659525644595https://venturebeat.com/data/karpathy-shares-llm-knowledge-base-architecture-that-bypasses-rag-with-anIntercom Vertical Modelhttps://www.intercom.com/blog/announcing-fin-apex-the-age-of-vertical-models-is-here/Metas Muse Sparkhttps://www.heise.de/news/Muse-Spark-Meta-praesentiert-neues-KI-Modell-11249678.htmlPerplexity für Personal Financehttps://www.pymnts.com/artificial-intelligence-2/2026/perplexity-uses-plaid-to-personalize-money-insights/Satoshi Nakamoto enttarnt?https://www.nytimes.com/2026/04/08/business/bitcoin-satoshi-nakamoto-identity-adam-back.html

00:15 — Intro03:04 — OpenAI: $122 Mrd., TBPN-Kauf und geleakter Cap Table OpenAI schließt seine Mega-Runde bei $852 Mrd. Bewertung ab (Amazon $50B, Nvidia + SoftBank je $30B). Gleichzeitig kauft OpenAI den Tech-Livestream TBPN für mehrere hundert Millionen – in OpenAI-Aktien bezahlt. Geleakter Cap Table: Ashton Kutcher hat seinen Einsatz auf über $2 Mrd. gesteigert.https://www.bloomberg.com/news/articles/2026-03-31/openai-valued-at-852-billion-after-completing-122-billion-roundhttps://techcrunch.com/2026/04/02/openai-acquires-tbpn-the-buzzy-founder-led-business-talk-show/https://www.hollywoodreporter.com/business/digital/openai-buys-tbpn-streaming-business-show-1236554634/10:18 — SpaceX IPO: $2 Billionen für Elons Raumfahrtfirma SpaceX hat ein vertrauliches IPO-Filing eingereicht – angestrebte Bewertung: $2 Billionen. Wenn SpaceX zuerst geht, könnte das den Markt für OpenAI und Anthropic beeinflussen.https://www.wsj.com/finance/stocks/spacex-files-confidentially-for-ipo16:14 — Zwei Brüder, $20k und KI: Das $1,8-Mrd.-Startup mit 2 MitarbeiternMatthew und Elliot Gallagher: September 2024 gestartet, $20.000 Eigenkapital, kein Engineering- oder Marketing-Team – nur ein KI-Stack. 2025: $400 Mio. Umsatz. 2026: tracking $1,8 Mrd. Sam Altmans Prophezeiung ist eingetroffen. Asterisk: FDA-Verwarnung wegen Fehlkennzeichnung.https://www.nytimes.com/2026/04/02/technology/ai-billion-dollar-company-medvi.html22:42 — KAIROS: Was der Claude Code Leak über die Zukunft von KI-Agenten verrätAnthropic veröffentlichte versehentlich 512.000 Zeilen internen Code auf npm. Im Inneren: KAIROS – ein Daemon-Modus, der KI von reaktiv auf proaktiv umstellt. autoDream konsolidiert Wissen, während du schläfst. 150+ Code-Referenzen: kein Prototyp, ein fertiges Feature. Anthropics Reaktion nach außen: bemerkenswert ruhig.https://venturebeat.com/technology/claude-codes-source-code-appears-to-have-leaked-heres-what-we-knowhttps://www.deeplearning.ai/the-batch/claude-codes-source-code-leaked-exposing-potential-future-features-kairos-and-autodream/https://techcrunch.com/2026/04/01/anthropic-took-down-thousands-of-github-repos-trying-to-yank-its-leaked-source-code-a-move-the-company-says-was-an-accident/https://arxiv.org/abs/2603.2805229:39 — Sicherheitsbedenken: KI als Angriffs- und Verteidigungswaffe Anthropic-Researcher auf der BlackHat: LLMs können Zero-Day-Exploits finden. Vibe Coding überflutet App Stores mit ungeprüftem Code. Und: Jemand hat den geleakten Claude Code per AI in Python umgeschrieben – und damit das Copyright umgangen. Grundsatzfrage für die Branche.https://www.securityweek.com/critical-vulnerability-in-claude-code-emerges-days-after-source-leak/https://www.youtube.com/watch?v=1sd26pWhfmg 35:34 — Gartner & INSEAD: Wie KI in Unternehmen wirklich (nicht) funktioniert Gartner: 40% aller Enterprise Agentic AI-Projekte scheitern bis 2027 – wegen fehlender Dateninfrastruktur und semantischer Schichten. INSEAD (515 Startups): Wer AI-Use-Cases gezeigt bekam, erzielte 1,9x mehr Revenue und brauchte 39% weniger Kapital. Methodik diskutierbar – Größenordnung nicht.https://www.gartner.com/en/newsroom/press-releases/2026-agentic-ai-enterprisehttps://www.insead.edu/sites/default/files/assets/research/ai-startup-study-2026.pdf45:07 — Bürger-App für Deutschland – gebaut von SAP und TelekomDeutschland bekommt eine digitale Bürger-App. Gebaut von SAP und Telekom – ohne erkennbare öffentliche Ausschreibung. Prototyp: April 2026. Keine Innovation durch Wettbewerb, keine GovTech-Startups.https://www.handelsblatt.com/technik/it-internet/software-bund-beauftragt-sap-und-telekom-mit-bau-der-buerger-app/100213370.htmlhttps://www.tagesspiegel.de/wirtschaft/prototyp-schon-im-april-regierung-beauftragt-sap-und-telekom-mit-entwicklung-der-burger-app-15430008.html52:31 — Buchempfehlung: This Is Why You Dream — Neurochirurg Rahul Jandial erklärt, warum aktives Träumen – nicht nur Schlafen – so wichtig ist.

OpenAI-Fokushttps://archive.ph/X7hLmhttps://www.wired.com/story/openai-shuts-down-sora-ipo-ai-superapp/https://techcrunch.com/2026/03/26/openai-abandons-yet-another-side-quest-chatgpts-erotic-mode/PE und Consultants für AI-Diffusionhttps://the-decoder.de/openai-lockt-private-equity-firmen-mit-hohen-renditen-im-wettstreit-mit-anthropic/Anthropic Mythoshttps://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/Anthropic Harness Designhttps://www.anthropic.com/engineering/harness-design-long-running-appsGoogle Turboquant Pied Piperhttps://techcrunch.com/2026/03/25/google-turboquant-ai-memory-compression-silicon-valley-pied-piper/Paperclip AI Autonomiehttps://paperclip.ing/China lässt Manus nicht ziehenhttps://archive.ph/GHvxihttps://techcrunch.com/2026/03/25/the-least-surprising-chapter-of-the-manus-story-is-whats-happening-right-now/Mistral Vox und Smallest.ai gegen ElevenLabshttps://techcrunch.com/2026/03/26/mistral-releases-a-new-open-source-model-for-speech-generation/https://www.editorji.com/business-news/introducing-lightning-v3-from-smallestai-1774591194838Suno 5.5https://the-decoder.com/suno-5-5-lets-users-sing-their-own-ai-generated-songs-with-a-personalized-voice-feature/Shopify Tinkerhttps://www.shopify.com/news/introducing-tinkerBig Tobacco Moment für Social Mediahttps://www.bbc.com/news/articles/cql75dn07n2ohttps://www.forbes.com/sites/zacharyfolk/2026/03/25/meta-and-google-found-liable-in-social-media-addiction-trial/https://www.forbes.com/sites/antoniopequenoiv/2026/03/24/meta-must-pay-375-million-over-allegedly-enabling-child-exploitation/YouGov-Resultat Social Media Verbot Australienhttps://yougov.com/articles/54334-new-yougov-research-shows-cautious-optimism-as-australians-assess-impact-of-under-16-social-media-banBuchtipphttps://www.amazon.de/-/en/Philosopher-Valley-Palantir-Surveillance-State/dp/1668012952

00:15 Einführung05:33 Der Kampf um AI auf dem Desktophttps://www.geeky-gadgets.com/claude-cowork-dispatch-guide/https://www.macstories.net/stories/hands-on-with-claude-dispatch-for-cowork/https://mlq.ai/news/anthropic-rolls-out-projects-feature-for-claude-cowork-desktop/https://9to5mac.com/2026/03/17/metas-manus-launches-my-computer-to-turn-your-mac-into-an-ai-agent/https://www.producthunt.com/products/adaptive-ai19:15 Meta und das Ende von Metaverse (oder doch nicht?)25:05 Apple als Gewinner im KI-Rushhttps://macdailynews.com/2026/03/17/by-missing-ai-apple-is-winning-ai/https://macdailynews.com/2026/03/20/apple-set-to-pocket-1-billion-from-rival-ai-apps-in-2026-despite-siri-issues/28:44 Nvidia GTC 2026: Jensen Huangs 1-Trillion-Dollar-Rechnunghttps://blogs.nvidia.com/blog/gtc-2026-news/https://blogs.nvidia.com/blog/rtx-ai-garage-gtc-2026-nemoclaw/32:55 Google Stitch, Figma und die Herausforderungen im Designbereichhttps://www.theregister.com/2026/03/19/google_stitch_vibe_design_update/https://www.cnbc.com/2026/03/19/figma-stock-drops-11percent-after-google-releases-vibe-design-product-stitch.html41:11 Was passiert, wenn Agenten echte Deployment-Rechte habenhttps://www.engadget.com/ai/13-hour-aws-outage-reportedly-caused-by-amazons-own-ai-tools-170930190.html48:37 OpenAI mit neuem Fokus: Side Quests adehttps://futurism.com/artificial-intelligence/openai-cutting-projects51:28 Die Auswirkungen von AI auf Unternehmen und Jobshttps://karpathy.ai/jobs/https://www.anthropic.com/81k-interviewshttps://www.wutshot.com/a/more-more-more-tech-workers-max-out-their-a-i-use01:06:00 Travis Kalanick ist zurück mit einem neuen Startuphttps://techcrunch.com/2026/03/13/travis-kalanick-launches-a-new-company-called-atoms-focused-on-robotics/https://fortune.com/2026/03/14/travis-kalanick-startup-atoms-stealth-mode-pronto-robotics-self-driving-uber/01:08:46 Delve und der nächste 30 under 30 Fraudhttps://techcrunch.com/2026/03/22/delve-accused-of-misleading-customers-with-fake-compliance/https://byteiota.com/delve-compliance-fraud-32m-startup-faked-494-soc-2-audits/01:12:26 Buchvorstellung: Die Psychologie der Dummheithttps://www.amazon.de/Psychology-Stupidity-Jean-Francois-Marmion/dp/1529405114

Trump: Medien "Fake" New = Hochverrathttps://www.threads.com/@adam_kinzinger/post/DV7VTtdDFJPCarr - Medienaufsicht FCC: Lizenzentzug https://www.nbcnews.com/news/us-news/fcc-chair-threatens-revoke-broadcasters-licenses-trump-comments-iran-c-rcna263535Anthropic in Palantir Maven: https://www.threads.com/@bilawal.ai/post/DV1Ev2miINv Iran: Angriffe auf AWS Data Center VAE https://fortune.com/2026/03/09/irans-attacks-on-amazon-data-centers-in-uae-bahrain-signal-a-new-kind-of-war-as-ai-plays-an-increasingly-strategic-role-analysts-say/ LeCun mit Milliardenfinanzierunghttps://www.reuters.com/business/ex-meta-ai-chief-yann-lecuns-ami-raises-103-billion-alternative-ai-approach-2026-03-10/Digg-Kapitulation vor AIhttps://digg.com/Meta - AI-Flop, Entlassungen und Moltbook-Acquihirehttps://www.nytimes.com/2026/03/12/technology/meta-avocado-ai-model-delayed.htmlhttps://www.heise.de/en/news/Dissatisfied-with-performance-Meta-allegedly-postpones-release-of-AI-model-11209657.html https://www.reuters.com/business/world-at-work/meta-planning-sweeping-layoffs-ai-costs-mount-2026-03-14/ xAI-Neutstarthttps://techcrunch.com/2026/03/13/not-built-right-the-first-time-musks-xai-is-starting-over-again-again/McKinsey AI gehackthttps://the-decoder.de/ein-ki-agent-hackt-mckinseys-ki-plattform-lilli-mit-einer-schwachstelle-aus-den-1990ern/AI-Erschöpfunghttps://siddhantkhare.com/writing/ai-fatigue-is-realhttps://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-ithttps://www.linkedin.com/pulse/token-anxiety-nikunj-kothari-reu5c/Buchtipp: Behave: The Biology of Humans at Our Best and Worst

00:15 Einführung04:38 Entwicklungen auf dem Aktienmarkt – Ölschock, Straße von Hormus & Börsen-Crash🔗 https://www.cnbc.com/2026/03/03/strait-of-hormuz-closure-which-countries-will-be-hit-the-most.html🔗 https://www.aljazeera.com/economy/2026/3/3/shutdown-of-hormuz-strait-raises-fears-of-soaring-oil-prices07:45 OpenAI vs Anthropic – wer wird sich durchsetzen?🔗 https://techcrunch.com/2026/03/05/its-official-the-pentagon-has-labeled-anthropic-a-supply-chain-risk/🔗 https://www.cnbc.com/2026/03/03/openai-sam-altman-pentagon-deal-amended-surveillance-limits.html🔗 https://fortune.com/2026/03/02/anthropic-claude-dario-amodei-number-one-app-store-openai-chatgpt-sam-altman-department-war/🔗 https://venturebeat.com/technology/anthropic-launches-claude-marketplace-giving-enterprises-access-to-claude🔗 https://www.axios.com/2026/03/01/anthropic-claude-chatgpt-app-downloads-pentagon26:30 Die Zukunft von Cursor und anderer Coding-Tools🔗 https://techcrunch.com/2026/03/02/cursor-has-reportedly-surpassed-2b-in-annualized-revenue/36:57 MyFitnessPal kauft calAI – die Frage der Nachhaltigkeit von Akquisitionen von KI-Startups🔗 https://techcrunch.com/2026/03/02/myfitnesspal-has-acquired-cal-ai-the-viral-calorie-app-built-by-teens/🔗 https://www.inc.com/ben-sherry/he-built-an-ai-app-in-high-school-made-40m-and-sold-to-myfitnesspal-now-hes-aiming-even-bigger/9130774849:57 Meta Glasses Privacy-Skandal: Nacktheit, Klage & das Gegenprodukt Spectre 1🔗 https://techcrunch.com/2026/03/05/meta-sued-over-ai-smartglasses-privacy-concerns-after-workers-reviewed-nudity-sex-and-other-footage/🔗 https://www.digitaltrends.com/cool-tech/this-smart-device-stops-sneaky-ai-devices-and-gadgets-from-listening-to-your-conversations/01:02:11 Buchempfehlung: Aldous Huxley – Time of the Oligarchs🔗 https://www.hanser-literaturverlage.de/buch/aldous-huxley-time-of-the-oligarchs-9783446287259-t-5942

Anthropic versenkt Cyber-Security-Anbieterhttp://timesofindia.indiatimes.com/articleshow/128638502.cmshttps://www.reddit.com/r/Information_Security/comments/1rb8lo3/anthropic_launched_claude_code_security_two_days/ Anthropic versenkt IBMhttps://www.cnbc.com/2026/02/23/ibm-is-the-latest-ai-casualty-shares-are-tanking-on-anthropic-cobol-threat.html Citrini AI-Szenariohttps://www.theguardian.com/technology/2026/feb/24/feedback-loop-no-brake-how-ai-doomsday-report-rattled-markets Block-Entlassungenhttps://x.com/jack/status/2027129697092731343https://edition.cnn.com/2026/02/26/business/block-layoffs-ai-jack-dorseyKlarna Job-Cutshttps://www.thetwentyminutevc.com/sebastian-siemiatkowski-2Pentagon gegen Anthropic und mit OpenAIhttps://the-decoder.de/anonyme-quellen-enthuellen-woran-der-anthropic-pentagon-deal-wirklich-scheiterte/https://www.heise.de/news/OpenAI-erhaelt-wohl-Pentagon-Auftrag-nach-Bruch-mit-Anthropic-11193881.htmlNetflix überlässt Warner Bros Paramounthttps://www.heise.de/news/Netflix-gibt-auf-Paramount-kann-Warner-kaufen-11192283.html

00:15 Einführung 04:37 ZDF & der KI-Skandal: Ungekennzeichnete KI-Videos im Heute Journal ZDF Korrektur · Übermedien Analyse 10:59 OpenClaw-Agent mit einer persönlichen Vendetta: Wie KI einen Entwickler doxxte Betroffener Entwickler schildert den Vorfall 19:08 OpenClaw & Europas Dilemma: Geniestreich oder Symptom eines kranken Ökosystems? Euronews: Steinberger wechselt zu OpenAI 29:40 Anthropics Kriegserklärung: Die Blockade von OpenClaw und der Kampf um die Entwickler The Register · Hacker News Diskussion 37:19 Pentagon vs. Anthropic: Wenn ethische rote Linien auf nationale Sicherheit treffen Axios Exklusiv · Breaking Defense · Lawfare 46:04 Ring & Flock Safety: Der Super-Bowl-Spot, der zur PR-Katastrophe wurde CNBC · BBC 49:25 Das KI-Wettrüsten: Neue Modelle von Anthropic und Google Claude Sonnet 4.6 · Google Lyria 3 · Pomelli Photoshoot 56:14 Perplexity und das Scheitern des Werbemodells Wired · Search Engine Land 59:52 Meta und digitale Unsterblichkeit: Patent für posthumes Posten und der WhatsApp-Lockdown Patent US12513102B2 · Malwarebytes Analyse 01:03:40 OpenAI und die 100-Milliarden-Runde: Wenn VC nicht mehr reicht TechCrunch · Fei-Fei Li / World Labs 01:05:07 Amazon und der KI-Agent, der AWS lahmlegte Engadget · The Register 01:08:11 Buchempfehlung: Bird by Bird von Anne Lamott Amazon

Something big is happening https://shumer.dev/something-big-is-happeninghttps://www.youtube.com/watch?v=JKk77rzOL34https://www.businessinsider.com/spotify-developers-not-writing-code-ai-2026-2https://x.com/karpathy/status/2004607146781278521 https://the-decoder.de/ki-entwickler-andrej-karpathy-revidiert-meinung-zu-ki-agenten-von-funktionieren-nicht-zu-80-prozent-ki-coding-in-nur-drei-monaten/ https://x.com/karpathy/status/2015883857489522876 https://www.threads.com/@axios/post/DUyHK5xjqe5 https://thefinancestory.com/kpmg-forced-auditor-for-a-14-ai-discount-will-the-billable-hour-diehttps://podcasts.apple.com/de/podcast/america-isnt-ready-for-what-ai-will-do-to-jobs/id1594471023?i=1000749582959Alex' neues Startup: https://lazy-fox.ai/Anthropic Fundinghttps://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuationhttps://www.handelsblatt.com/technik/ki/ki-start-up-der-fall-maduro-bringt-anthropic-in-bedraengnis/100200509.htmlChina AI im Wettlauf mit Seedance 2.0https://the-decoder.de/bytedance-zeigt-mit-seedance-2-0-beeindruckende-fortschritte-bei-ki-videos/https://the-decoder.de/bytedance-schraenkt-ki-videotool-seedance-nach-drohungen-von-disney-und-hollywood-studios-ein/Privacy und DatenschutzGoogle Nest https://arstechnica.com/google/2026/02/google-recovers-deleted-nest-video-in-high-profile-abduction-case/ Meta Facial Recognition https://www.nytimes.com/2026/02/13/technology/meta-facial-recognition-smart-glasses.html DHS-Anfragen bei BigTechhttps://arstechnica.com/tech-policy/2026/02/platforms-bend-over-backward-to-help-dhs-censor-ice-critics-advocates-say/ Amazons Pseudo-Schutz europäischer Datenhttps://www.trendingtopics.eu/amazon-new-european-sovereign-cloud-cant-rule-out-us-data-access/ Simile $100 Millionen Fundinghttps://www.threads.com/@naveed_ullah600/post/DUsRaABjOAT?xmt=AQF0Bs-ioN8CJynbgWdaokyh2TTMAgUVVomf8FQGMeyP8Uw9kAsrVTP0Q-Solf4b1C1NkZzf&slof=1 https://www.bloomberg.com/news/articles/2026-02-12/ai-startup-nabs-100-million-to-help-firms-predict-human-behavior https://www.indexventures.com/perspectives/life-the-universe-and-simile-leading-similes-series-a/

00:00:15 Einführung04:54 Das OpenClaw-/Moltbook-Phänomen. Die Geburt eines AI-nativen Internets?https://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-wie-open-claw-mich-in-zwei-tagen-ueberzeugt-hat/100198522.htmlhttps://www.cnbc.com/2026/02/02/openclaw-open-source-ai-agent-rise-controversy-clawdbot-moltbot-moltbook.htmlhttps://www.nature.com/articles/d41586-026-00370-whttps://rentahuman.ai/https://archive.ph/AWtAEhttps://www.linkedin.com/posts/jasonmlemkin_the-growth-engine-behind-moltbooks-explosion-activity-7426010622884192256-Cgug24:13 Wie Claude Cowork und seine Plugins die Software-Industrie erschütternhttps://www.axios.com/2026/02/07/ai-software-anthropic-losses-stock-markethttps://www.siliconrepublic.com/business/anthropics-new-cowork-plug-ins-prompt-sell-off-in-software-shares31:00 Was überlebt, wenn AI die gesamte Wissensarbeit erledigt? Die neue Geschäftsmodell-Fragehttps://www.handelsblatt.com/meinung/kommentare/kommentar-wer-hier-den-grossen-ki-crash-sieht-hat-die-technik-nicht-verstanden-01/100198064.html41:04 Gesellschaftliche Auswirkungen der aktuellen KI-Entwicklunghttps://hbr.org/2026/01/companies-are-laying-off-workers-because-of-ais-potential-not-its-performancehttps://www.universityofcalifornia.edu/news/11-things-ai-experts-are-watching-2026 46:58 Cowork, Codex, Frontier und der Beef zwischen OpenAI und Anthropic und Nvidiahttps://www.anthropic.com/news/claude-opus-4-6https://openai.com/index/introducing-gpt-5-3-codex/https://openai.com/de-DE/business/frontier/https://www.youtube.com/watch?v=FBSam25u8O4https://www.youtube.com/watch?v=kQRu7DdTTVAhttps://www.youtube.com/watch?v=3sVD3aG_azwhttps://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e356:57 Elon Musks zweifelhafte Wachstumsstrategien und der Merger von SpaceX und xAIhttps://cleantechnica.com/2025/04/07/tesla-solar-sales-declined-for-4-straight-quarters-then-tesla-stopped-publishing-the-numbers/ https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.htmlhttps://www.nytimes.com/2026/02/02/technology/spacex-xai-deal.html https://www.bbc.com/news/articles/ce3ex92557jo https://www.theguardian.com/technology/2026/feb/03/french-headquarters-elon-musk-x-raided-paris-cybercrime-unit https://www.nytimes.com/2026/01/22/technology/grok-x-ai-elon-musk-deepfakes.html https://www.washingtonpost.com/technology/2026/02/02/elon-musk-grok-porn-generator/01:07:21 Jeff Bezos und die Entlassungen bei der Washington Posthttps://www.nytimes.com/2026/02/04/business/media/washington-post-layoffs.htmlhttps://cbsaustin.com/news/nation-world/washington-post-lost-100-million-last-year-amid-staff-shakeups-wsj-reports-wapo-journalism-media-jeff-bezos  https://edition.cnn.com/2026/02/04/media/washington-post-layoffs https://www.theguardian.com/media/2026/feb/05/mass-layoffs-washington-post https://www.tagesschau.de/ausland/amerika/washington-post-verleger-100.html 01:10:23 Buchbesprechung: Every Day Gets a Little Closerhttps://www.yalom.com/every-day-gets-a-little-closer

Clawdbot / Moltbot / OpenClawhttps://www.forbes.com/sites/ronschmelzer/2026/01/30/moltbot-molts-again-and-becomes-openclaw-pushback-and-concerns-grow/ https://www.heise.de/news/Ist-Moltbot-der-erste-echte-KI-Assistent-Warum-das-Tool-fuer-Wirbel-sorgt-11158909.html AI-Transformation und Auswirkungen auf Middle Managementhttps://www.linkedin.com/posts/alexanderbraun_your-job-exists-because-of-railroads-ai-activity-7417464308030193664-gRo3Anthropichttps://www.darioamodei.com/essay/the-adolescence-of-technologyhttps://www.theregister.com/2026/01/05/claude_devs_usage_limits/Google Auto-Browsehttps://arstechnica.com/google/2026/01/google-begins-rolling-out-chromes-auto-browse-ai-agent-today/Grok Videohttps://www.cnet.com/tech/services-and-software/grok-ai-video-generator-in-wake-of-image-abuse/Amazon-Entlassungenhttps://www.bbc.com/news/articles/cx2ywzxlxnloQuartalszahlenApple https://www.cnbc.com/2026/01/29/apple-aapl-earnings-report-q1-2026.htmlMicrosoft https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.htmlMeta https://www.cnbc.com/2026/01/28/meta-q4-earnings-report-2025.htmlTesla https://www.cnbc.com/2026/01/28/tesla-ending-model-s-x-production.htmlTrump-Wirtschaft und KapitalmärkteEpstein-Files und Threads-Safetyhttps://www.dailymail.co.uk/news/article-15516349/amp/Epsteins-sex-empire-KGB-honeytrap-Paedophile-financier-Putin-Russian-girls.html

00:15 Einführung03:22 Claude Cowork und die Zeitersparnis durch KIhttps://www.anthropic.com/newshttps://www.linkedin.com/feed/update/urn:li:activity:7421813021037207552/https://archive.ph/PZ2Kv14:32 Anthropic vs. OpenAI: Strategien und Fokussierunghttps://www.cnbc.com/2026/01/10/anthropic-amodei-siblings-generative-ai.html https://www.wired.com/story/claude-code-success-anthropic-business-model/23:51 Womit verdient OpenAI künftig Geld?https://openai.com/index/our-approach-to-advertising-and-expanding-access/https://www.ft.com/content/ec1656cd-e07b-48ed-92a8-26c7fe517899https://digiday.com/marketing/as-openai-gears-up-to-launch-chatgpt-ads-marketers-try-to-keep-up/ https://www.businessinsider.com/google-vp-says-ads-arent-coming-to-gemini-yet-why-2026-1 26:45 Gemini für Bildung und die Zukunft von spezialisierter Softwarehttps://blog.google/products-and-platforms/products/education/bett-2026-gemini-classroom-updates/ 33:38 OpenAI und die Monetarisierung von KI durch Shares an wissenschaftlichen Entwicklungen https://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoveries37:36 AI Hardware - News von OpenAI und Applehttps://techcrunch.com/2026/01/21/openai-aims-to-ship-its-first-device-in-2026-and-it-could-be-earbudshttps://www.theinformation.com/articles/apple-developing-ai-wearable-pin 46:18 Elon Musks Klage gegen OpenAIhttps://techcrunch.com/2026/01/17/musk-wants-up-to-134b-in-openai-lawsuit-despite-700b-fortune/ https://openai.com/index/the-truth-elon-left-out/ 48:46 Replit: Von der Idee zur App Store in Minuten https://medium.com/realworld-ai-use-cases/this-is-getting-ridiculous-i-built-a-mobile-app-in-10-minutes-with-replit-9f5b635f808f 51:19 Investitionen in Künstliche Intelligenz in 2026 https://www.gartner.com/en/newsroom/press-releases/2026-1-15-gartner-says-worldwide-ai-spending-will-total-2-point-5-trillion-dollars-in-2026 54:34 Palantir - Überwachungsapp für die ICEhttps://www.404media.co/elite-the-palantir-app-ice-uses-to-find-neighborhoods-to-raid/ 01:00:46 Der TikTok Deal und seine Konsequenzen https://www.nytimes.com/2026/01/23/business/media/tiktok-us-terms-conditions.html https://www.theverge.com/news/867625/tiktok-down-weekend-broke-fyp-video-uploads-reviewhttps://www.threads.com/@theeglamnaija/post/DT8ttV_k-6vhttps://www.threads.com/@alloveradventure/post/DT9OCuakZZ4https://www.threads.com/@effectua/post/DT87pOlEgMu01:05:12 Grönland, Aktienmärkte und die geopolitischen Spannungen https://archive.ph/2026.01.26-044644/https://www.bloomberg.com/opinion/articles/2026-01-23/after-davos-bond-markets-are-wielding-a-new-big-stick 01:10:58 Buchvorstellung: Why Zebras Don't Get Ulcers

Anthropic Healthcarehttps://www.anthropic.com/news/healthcare-life-sciencesAlibaba Pandahttps://www.nytimes.com/2026/01/02/world/asia/china-ai-cancer-pancreatic.htmlAnthropic Coworkhttps://claude.com/blog/cowork-research-previewAnthropic Economic Indexhttps://www.anthropic.com/economic-indexhttps://the-decoder.de/anthropic-veroeffentlicht-erfolgsraten-von-claude-und-daempft-erwartungen-an-produktivitaetsgewinne/ https://www.linkedin.com/feed/update/urn:li:activity:7418008982826442752https://www.linkedin.com/feed/update/urn:li:activity:7417944713804189696Google Commerce Protocolhttps://techcrunch.com/2026/01/11/google-announces-a-new-protocol-to-facilitate-commerce-using-ai-agents/AGIhttps://x.com/gradypb/status/2011491957730918510 https://www.linkedin.com/feed/update/urn:li:activity:7418496821431504896Docusing Irishttps://www.docusign.com/products/platform/aiTailwind-Entlassungenhttps://www.businessinsider.com/tailwind-engineer-layoffs-ai-github-2026-1Thinking Machines quo vadishttps://finance.yahoo.com/news/ai-lab-revolving-door-spins-220402712.htmlReplit & Parloa Fundinghttps://www.bloomberg.com/news/articles/2026-01-15/ai-coding-startup-replit-nears-funding-at-9-billion-valuationhttps://techcrunch.com/2026/01/15/parloa-triples-its-valuation-in-8-months-to-3b-with-350m-raise/

00:00 Einführung04:41 NVIDIA: Neue Chips, autonomes Fahren und World Models https://nvidianews.nvidia.com/news/rubin-platform-ai-supercomputerhttps://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-developmenthttps://www.theverge.com/tech/836627/ces-2026-news-gadgets-announcements18:16 Meta's Ray-Ban Display: Renaissance der Handschrift...?https://www.meta.com/blog/ces-2026-meta-ray-ban-display-teleprompter-emg-handwriting-garmin-unified-cabin-university-of-utah-tetraski/https://www.engadget.com/wearables/meta-ray-ban-display-review-chunky-frames-with-impressive-abilities-193127070.html23:16 Anthropics $350-Milliarden-Bewertung & die Bedeutung von Claude https://www.cnbc.com/2026/01/07/anthropic-funding-term-sheet-valuation.htmlhttps://www.reuters.com/business/retail-consumer/anthropic-aims-nearly-triple-annualized-revenue-2026-sources-say-2025-10-15/https://code.claude.com/docs/en/overviewhttps://foundationcapital.com/context-graphs-ais-trillion-dollar-opportunity/https://podcasts.apple.com/us/podcast/groks-undressing-scandal-claude-code-capers-casey-busts/id1528594034?i=1000744436473https://techcrunch.com/2025/08/02/anthropic-cuts-off-openais-access-to-its-claude-models/ https://www.wired.com/story/anthropic-revokes-openais-access-to-claude/https://venturebeat.com/technology/anthropic-cracks-down-on-unauthorized-claude-usage-by-third-party-harnesseshttps://x.com/kyliebytes/status/200968646674682273144:16 ChatGPT Health - Wie ist diese Entwicklung zu bewerten?https://openai.com/index/introducing-chatgpt-health/50:57 Lawlessness is the Law in USA? Was bedeutet das für die Tech-Entwicklung?https://archive.ph/2026.01.12-050202/https://www.bloomberg.com/opinion/newsletters/2026-01-12/prosecuting-powell-would-be-a-new-low-with-no-upside https://www.project-syndicate.org/commentary/trump-administration-mar-a-lago-plan-to-weaken-dollar-is-deeply-flawed-by-kenneth-rogoff-2025-05 https://www.yahoo.com/news/articles/trump-orders-top-army-officials-140854137.htmlhttps://www.reuters.com/world/eu-commission-has-ordered-x-retain-all-grok-documents-until-end-2026-2026-01-08/https://www.theverge.com/policy/859902/apple-google-run-by-cowardshttps://www.heise.de/news/Digital-Networks-Act-EU-verzichtet-angeblich-auf-Milliardenstrafen-fuer-Big-Tech-11136499.htmlhttps://www.theverge.com/ai-artificial-intelligence/855832/grok-undressing-children-csam-law-x-elon-muskhttps://www.pcgamer.com/gaming-industry/epic-games-ceo-tim-sweeney-argues-banning-twitter-over-its-ability-to-ai-generate-pornographic-images-of-minors-is-just-gatekeepers-attempting-to-censor-all-of-their-political-opponents/https://www.cnn.com/2026/01/12/business/indonesia-malaysia-grok-elon-musk-intl-hnk01:00:10 TikTok und die FIFA-WM https://inside.fifa.com/media-releases/tiktok-preferred-platform-enhance-coverage-world-cup-202601:08:36 Buchempfehlung: "Demut" von Szczepan Twardoch

Stromausfall Berlinhttps://www.tagesspiegel.de/berlin/mysterium-vulkangruppe-eine-serie-von-anschlagen--und-ein-russlandverdacht-15105220.htmlhttps://www.threads.com/@footstepsoffriends/post/DTF0ZCnjNeqMaduro und Prediction Marketshttps://www.axios.com/2026/01/03/maduro-capture-bets-trade-prediction-marketshttps://x.com/SweetcheeksReal/status/2007406093316559287Meta kauft Manushttps://www.wsj.com/tech/ai/meta-buys-ai-startup-manus-adding-millions-of-paying-users-f1dc7ef8Yann LeCun tritt nachhttps://the-decoder.de/lecun-vor-meta-abschied-meta-hat-llama-4-benchmarks-frisiert-und-die-ki-abteilung-steckt-in-der-krise/ Nvidia "kauft" Groqhttps://www.thestreet.com/economy/nvidia-makes-boldest-move-yet-and-the-fallout-beginsOpenAI Hardwarehttps://in.mashable.com/tech/104109/openais-mystery-device-by-jony-ive-could-be-a-pen-new-leak-revealshttps://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/ Alibaba Qwenhttps://the-decoder.com/alibabas-new-qwen-models-can-clone-voices-from-three-seconds-of-audio/Deepseek - chinesische Innovation im Training https://archive.ph/2026.01.02-005155/https://www.bloomberg.com/news/articles/2026-01-02/deepseek-touts-new-training-method-as-china-pushes-ai-efficiency YouTube AI-Gaminghttps://www.engadget.com/ai/youtube-is-letting-creators-make-playable-games-with-a-gemini-3-tool-195500318.htmlAI: Produktivität Development und Arbeitswelthttps://x.com/karrisaarinen/status/2007534281011155419https://the-decoder.com/google-engineer-says-claude-code-built-in-one-hour-what-her-team-spent-a-year-on/BYD überholt Teslahttps://www.theguardian.com/business/2026/jan/02/china-byd-tesla-worlds-biggest-electric-car-seller-elon-musk-donald-trump-evGrok - Elons CSAM-Bothttps://www.theguardian.com/technology/2026/jan/02/elon-musk-grok-ai-children-photosBari Weiss und der Sellout von Journalismushttps://www.npr.org/2025/12/22/g-s1-103282/cbs-chief-bari-weiss-pulls-60-minutes-storyBuchtipphttps://www.amazon.de/-/en/Genetic-Lottery-Matters-Social-Equality/dp/0691190801

00:15 Einführung03:40 Review der Prognosen und Vorhersagen für 202519:01 Größter Durchbruch 202528:05 Größter „Noch-nicht-Durchbruch“ 202534:23 Entwicklungen mit dem größten Einfluss auf das nächste Jahrzehnt43:50 Welches Produkt oder Feature hat das Leben 2025 unerwartet verbessert?51:17 Welches Ereignis hat das Jahr 2025 am meisten geprägt?54:49 Was war das unerwartetste Ereignis im Jahr 2025?01:00:35 Ethisches Dilemma des Jahres 202501:05:40 Firma mit der größten Erfolgsgeschichte 202501:10:25 Held des Jahres 202501:14:32 Bösewicht des Jahres 202501:18:16 Am meisten overhyped Thema 202501:23:51 Firma, die 2025 ihren Glanz verloren hat01:26:51 Der größte Flop im Jahr 202501:31:50 Deine Lieblingstools in 202501:35:13 Buchempfehlungen von 2025

AI als Person des Jahres: Die Architekten der KIhttps://time.com/7339685/person-of-the-year-2025-ai-architects/Nvidia mit H200 nach Chinahttps://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-modelhttps://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.htmlMeta Avocado und Abschied von Open SourceOpenAI: GPT 5.2 überzeugthttps://openai.com/index/introducing-gpt-5-2/Disney mit OpenAI-Partnerschafthttps://techcrunch.com/2025/12/11/disney-signs-deal-with-openai-to-allow-sora-to-generate-ai-videos-featuring-its-characters/ https://www.linkedin.com/feed/update/urn:li:activity:7405318346063380481/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7405318346063380481%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29 https://www.threads.com/@carnage4life/post/DSOcOdECRPQhttps://techcrunch.com/2025/12/11/disney-hits-google-with-cease-and-desist-claiming-massive-copyright-infringement/ EU-Ermittlungen gegen Google-Crawlerhttps://archive.ph/qvvc0#selection-1561.0-1573.177 Cursor vs. Figma: Moats und Wettbewerbhttps://techcrunch.com/2025/12/09/why-cursors-ceo-believes-openai-anthropic-competition-wont-crush-his-startup/https://www.wired.com/story/cursor-launches-pro-design-tools-figma/ Agentic AI-Foundationhttps://openai.com/index/agentic-ai-foundation/Rivian-Chipshttps://rivian.com/newsroom/article/rivian-unveils-custom-silicon-next-gen-autonomy-platform-deep-ai-integrationSpaceX IPOhttps://www.bloomberg.com/news/articles/2025-12-09/spacex-said-to-pursue-2026-ipo-raising-far-above-30-billionAustralisches Social Media Verbothttps://www.theguardian.com/australia-news/2025/dec/09/australia-under-16-social-media-ban-begins-apps-listedhttps://www.bbc.com/news/articles/cwyp9d3ddqyohttps://www.theguardian.com/australia-news/2025/dec/13/will-other-countries-follow-australia-social-media-ban-under-16sRoblox... https://podcasts.apple.com/au/podcast/we-asked-robloxs-c-e-o-about-child-safety-it-got-tense/id1528594034?i=1000737780180Prediction Markets = Legalisierung von Gambling?https://www.axios.com/2025/12/02/cnn-kalshi-prediction-market-data https://techcrunch.com/2025/11/20/source-kalshis-valuation-jumps-to-11b-after-raising-massive-1b-round/ https://techcrunch.com/2025/11/01/coinbase-ceo-brian-armstrong-trolls-the-prediction-markets/ https://www.bloomberg.com/news/articles/2025-12-11/coinbase-ready-to-launch-prediction-markets-tokenized-stocks Buchtipphttps://www.amazon.de/When-Everyone-Knows-That-Knowledge/dp/0241618827

00:00 Einführung05:56 Netflix' Mega-Deal: Die Übernahme von Warner Bros.https://www.linkedin.com/posts/alexanderbraun_netflix-acquires-warner-bros-and-hbo-for-activity-7403693589278629888-quOThttps://archive.ph/i7fO6#selection-2113.0-2113.310 https://www.bbc.com/news/articles/cn815egjqjpo20:43 Die Wahrnehmungskrise: Deepfakes, KI-Videos und manipulierte Realitäthttps://www.theguardian.com/society/2025/dec/05/ai-deepfakes-of-real-doctors-spreading-health-misinformation-on-social-mediahttps://www.bbc.com/news/videos/c4gjgwll6glohttps://klingai.com/global/29:33 Apples AI-Strategie und Personalwechselhttps://edition.cnn.com/2025/12/06/tech/apple-tim-cook-leadership-changes https://www.apple.com/newsroom/2025/12/apple-announces-executive-transitions/https://www.apple.com/newsroom/2025/12/john-giannandrea-to-retire-from-apple/https://www.threads.com/@juanbuis/post/DR1vHS_FAHE33:39 Meta und der Wandel von Metaverse zu AIhttps://www.bbc.com/news/articles/cvgk9rqx5kjohttps://www.wsj.com/tech/ai/meta-plans-to-shift-spending-away-from-the-metaverse-d0ac3b7fhttps://www.nytimes.com/2025/12/04/technology/meta-cuts-metaverse-unit.htmlhttps://fortune.com/2025/12/05/mark-zuckerberg-metaverse-layoffs-cuts-facebook-rebrand/ https://www.forbes.com/sites/cortneyharding/2025/12/04/requiem-for-the-metaverse-on-metas-missed-opportunity/ https://www.reuters.com/business/meta-delays-release-phoenix-mixed-reality-glasses-2027-business-insider-reports-2025-12-06/ 40:53 OpenAI und der Code Redhttps://archive.ph/2RUVN https://the-decoder.com/altman-memo-new-openai-model-coming-next-week-outperforming-gemini-3/ https://www.eweek.com/newsletter/daily-tech-insider/2025-12-04/https://www.theinformation.com/articles/happens-code-red-openaihttps://www.reuters.com/business/openai-buys-stake-thrive-holdings-push-ai-into-accounting-it-services-2025-12-01/ https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html 49:37 Neue KI-Modelle & Agents von Google und Amazonhttps://huggingface.co/deepseek-ai/DeepSeek-R1https://mistral.ai/news/mistral-3https://cloud.google.com/products/agent-builderhttps://aws.amazon.com/blogs/aws/aws-devops-agent-helps-you-accelerate-incident-response-and-improve-system-reliability-preview/https://aws.amazon.com/ai/machine-learning/trainium/https://www.cnbc.com/2025/11/24/anthropic-unveils-claude-opus-4point5-its-latest-ai-model.html01:04:22 Elon Musk und die Strafen für Xhttps://www.theguardian.com/technology/2025/dec/05/elon-musk-x-fined-eu-first-clash-under-new-digital-lawshttps://www.npr.org/2025/12/05/nx-s1-5634694/x-musk-eu-fineshttps://ec.europa.eu/commission/presscorner/detail/en/ip_25_2934https://www.spiegel.de/netzwelt/usa-marco-rubio-bezeichnet-strafe-gegen-x-als-angriff-auf-amerika-a-bc8faffa-3264-4b4d-a282-20770d76a399https://www.threads.com/@europa.maxima/post/DR9wBHiCOeghttps://www.threads.com/@yannlecun/post/DR9SEzzjUiLhttps://www.threads.com/@europeandemocrats/post/DR9QkRYjKv001:08:34 Scarcity: Why Having Too Little Means So Muchhttps://www.hks.harvard.edu/centers/cid/publications/books/scarcity-why-having-too-little-means-so-muchDas Buch von Mullainathan & Shafir erklärt, warum Knappheit – egal ob Geld, Zeit oder Talente – unsere Denkweise fundamental verändert. Ein Plädoyer für mehr Empathie und Verständnis für die psychologischen Fallen der Armut. Pflichtlektüre für Tech-Leute.

OpenAI - Narrativ-Wechsel und $207 Mrd. Funding-Lückehttps://www.cnbc.com/2025/11/24/openai-hardware-jony-ive-sam-altman-emerson-collective.htmlhttps://fortune.com/2025/11/25/sam-altman-openai-first-ai-hardware-device-apple-jony-ive-peace-calm/https://openai.com/index/chatgpt-shopping-research/https://www.ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88badAI-MoatsPerplexity: https://www.threads.com/@sufyanmaan/post/DRgGi6ADIsYVibe-Coding mit Base 44: https://open.spotify.com/episode/6BUlryRcO1Pu2cJw2k96DdAlibaba Smart-Glasseshttps://www.bloomberg.com/news/articles/2025-11-27/alibaba-releases-quark-smart-glasses-with-its-qwen-ai-built-inDer AI-Wettlauf:Claude Opus 4.5 & Vibe Coding: https://www.anthropic.com/news/claude-opus-4-5, https://www.claude.com/customers/lovableFlux 2: https://bfl.ai/blog/flux-2https://www.businessinsider.de/gruenderszene/business/was-macht-black-forest-labs-das-ki-startup-mit-300-mio-frischem-kapital/Fara 7b: https://www.microsoft.com/en-us/research/blog/fara-7b-an-efficient-agentic-model-for-computer-use/Nano banana https://www.linkedin.com/feed/update/urn:li:activity:7397327460909940736/https://www.threads.com/@saboo_shubham_/post/DRnAQg4j1ZC NotebookLM Slidedecks & Infographics: https://chromeunboxed.com/google-slides-and-notebooklm-just-got-a-massive-design-upgrade-with-nano-banana-pro/Genesis Mission: Amerikas KI-Mondlandung für die Wissenschafthttps://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/AI-Adoptionhttps://archive.ph/deRZG#selection-1321.1-1329.59 https://www.threads.com/@benedictevans/post/DRpV1tcDinF https://archive.ph/BnZEu https://www.threads.com/@techmeme/post/DRsfmmLEaw8 https://www.cnbc.com/2025/11/26/mit-study-finds-ai-can-already-replace-11point7percent-of-us-workforce.html EU-Scam-Regulierung und Verantwortung der Plattformenhttps://mashable.com/article/social-media-companies-held-liable-for-finance-scams-in-new-eu-rules https://www.politico.eu/article/social-media-giants-meta-tiktok-liable-for-financial-scams-under-new-eu-law/https://www.threads.com/@matthewfacciani/post/DRnkVMYErv9 https://www.science.org/doi/10.1126/science.adu5584https://www.threads.com/@joaquincastrotx/post/DRndDyhEXq- https://www.threads.com/@anneapplebaum2000/post/DRoPh1xDPG3 https://www.threads.com/@amandaagerd/post/DRm-NRlCOph https://www.wiwo.de/technologie/digitale-welt/europaeische-cloud-initiative-nextcloud-chef-frank-karlitschek-gaia-x-ist-tot/30198440.html https://en.wikipedia.org/wiki/Enshittification

00:15Einführung03:36Nvidia liefert ab, kann die Märkte aber nur kurzfristig beruhigenhttps://www.theguardian.com/technology/2025/nov/19/nvidia-earnings-ai-wall-street-relief1https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centersBubble or no bubble? Daten statt Vibes:https://www.linkedin.com/posts/alexanderbraun_ai-is-in-a-bubble-is-it-really-here-activity-7397170846621978624-KZgD3:34Der Milliarden-Deal: Microsoft und Nvidia kaufen sich bei Anthropic einhttps://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html18:53Googles KI-Offensive: Das neue Gemini 3 und Nano Banana Prohttps://blog.google/products/gemini/gemini-3/https://blog.google/technology/ai/nano-banana-pro/https://www.theverge.com/news/819431/google-shopping-ai-gemini-agentic-checkout-callinghttps://www.businessinsider.com/salesforce-ceo-marc-benioff-gemini-3-praise-chatgpt-2025-11https://www.threads.com/@theinformation/post/DRcusEKFVhs32:31Schatten-IT: Die Nutzung von AI-Tools in Unternehmenhttps://www.spiegel.de/netzwelt/viele-fachkraefte-nutzen-ki-ohne-erlaubnis-ihrer-arbeitgeber-a-8cbda8c3-aac1-4c54-8f5e-e1bb151176b539:36Meta Antitrust-Verfahren und Studien-Vertuschunghttps://www.nytimes.com/2025/11/18/technology/meta-antitrust-monopoly-ruling.htmlhttps://www.theguardian.com/technology/2025/nov/18/meta-antitrust-win-whatsapp-instagramhttps://time.com/7336204/meta-lawsuit-files-child-safety/https://economictimes.indiatimes.com/tech/technology/meta-buried-causal-evidence-of-social-media-harm-us-court-filings-allege/articleshow/125519040.cms46:17Algorithmic Bias auf LinkedIn: Geschlecht und Sichtbarkeithttps://www.theguardian.com/technology/2025/nov/22/bro-boost-women-find-linkedin-traffic-drives-if-they-pretend-to-be-men51:58Bezos kehrt zurück: 6,2 Milliarden für die physische KI-Revolutionhttps://www.nytimes.com/2025/11/17/technology/bezos-project-prometheus.html56:46Zurück in die 90er: Wie US-Sanktionen einen französischen Richter digital auslöschtenhttps://www.heise.de/en/news/How-a-French-judge-was-digitally-cut-off-by-the-USA-11087561.html01:00:41Überraschung - MAGA-Influencer auf X kommen meist nicht aus den USAhttps://www.theguardian.com/us-news/2025/nov/23/rightwing-influencers-outside-us-x-twitter-toolhttps://www.nytimes.com/2025/11/24/us/politics/x-twitter-location-maga-controversy.htmlhttps://www.theatlantic.com/technology/2025/11/x-about-this-account/685042/https://www.threads.com/@transformativeadventures/post/DRaUwSCAfaG01:02:36 Trumps (oder Putins) "Friedensplan"https://www.cbsnews.com/news/trump-administration-proposed-28-point-russia-ukraine-peace-plan/ https://www.thedailybeast.com/gop-civil-war-erupts-over-trumps-garbage-peace-plan/https://www.threads.com/@louis.vilardo/post/DRYf-uTDUWN https://www.threads.com/@aaronparnas/post/DRYQewWEbgM https://apnews.com/article/russia-ukraine-war-peace-plan-europe-witkoff-33545b140c5bfbbc5e9061a739802e5401:07:31Buchempfehlung: Robert Sapolsky, Determined, a Science of Life without Free Will https://www.amazon.com/Determined-Science-Life-without-Free/dp/0525560971https://en.wikipedia.org/wiki/Determined:_A_Science_of_Life_Without_Free_WillSerien-Empfehlung: Devs https://www.imdb.com/de/title/tt8134186/

Google-VerfahrenSchadenersatz für Idealo: https://www.faz.net/aktuell/wirtschaft/erfolg-vor-landgericht-google-muss-idealo-465-millionen-schadenersatz-zahlen-accg-110780647.htmlEU-Ermittlungen Produktempfehlungen: https://www.bloomberg.com/news/articles/2025-11-13/google-hit-by-fresh-eu-probe-into-suspected-news-search-abuse https://www.emarketer.com/content/google-rule-change-hits-product-review-sites https://www.wsj.com/business/media/google-search-change-product-recommendation-websites-02394b79 ...Gemini 3? https://www.businessinsider.de/wirtschaft/google-gemini-3-koennte-den-ki-wettlauf-grundlegend-veraendern/ https://generativehistory.substack.com/p/has-google-quietly-solved-two-of NotebookLM-Neuerungen: https://blog.google/technology/google-labs/notebooklm-deep-research-file-types/Amazon: Unrechtmäßige Preiserhöhungen für Primehttps://www.chip.de/news/business/preise-erhoeht-prime-kunden-bekommen-jetzt-geld-zurueck_335e8e72-3819-4a30-8a25-d63a4bb2adcb.html Meta: AI-Training widersprechen https://www.meinrecht.de/magazin/meta-ai-so-koennen-sie-der-nutzung-ihrer-daten-widersprechenCursor mit $29,3 Mrd. Bewertung https://www.wsj.com/tech/ai/the-ai-coding-startup-favored-by-tech-ceos-is-now-worth-29-3-billion-14c72c02 AI-Strategie: Vertical vs. Horizontal und Moats https://www.linkedin.com/feed/update/urn:li:activity:7395356100704829440/ OpenAI: ChatGPT 5.1: https://openai.com/index/gpt-5-1/ https://arstechnica.com/ai/2025/11/forget-agi-sam-altman-celebrates-chatgpt-finally-following-em-dash-formatting-rules/ https://www.linkedin.com/posts/emollick_these-examples-of-different-personalities-activity-7394598818828201985-RrF4Gema-Sieg wegen Sont-Text-Urheberrechtsverletzung https://www.theguardian.com/technology/2025/nov/11/chatgpt-violated-copyright-laws-german-court-rules Yann LeCun verlässt Meta, Fei-Fei Li startet durch – alles im Zeichen der "World Models"https://techcrunch.com/2025/11/11/metas-chief-ai-scientist-yann-lecun-reportedly-plans-to-leave-to-build-his-own-startup/ https://techcrunch.com/2025/11/12/fei-fei-lis-world-labs-speeds-up-the-world-model-race-with-marble-its-first-commercial-product/https://youtu.be/-QbM6_BSdS0?si=OeN5NrMgOGTCZfVihttps://www.wsj.com/tech/ai/yann-lecun-ai-meta-0058b13chttps://www.anthropic.com/news/disrupting-AI-espionage https://www.nytimes.com/2025/11/14/business/chinese-hackers-artificial-intelligence.htmlhttps://www.reuters.com/commentary/breakingviews/chinas-slim-ai-budgets-are-self-reinforcing-2025-10-08/ https://www.deraktionaer.de/artikel/aktien/alibaba-kursrutsch-nach-us-vorwuerfen-anleger-nutzen-die-chance-20390410.html AI-Bubble: Dipping?https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89https://www.ibtimes.co.uk/michael-burry-shutters-scion-asset-management-renews-ai-bubble-warning-lord-rings-meme-1755908https://www.reuters.com/business/media-telecom/peter-thiels-fund-offloaded-nvidia-stake-third-quarter-filing-shows-2025-11-17/https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.htmlBitcoin-Dipp und Microstrategy unter Wasser https://de.finance.yahoo.com/nachrichten/micro-strategy-schulden-%C3%BCbersteigen-bitcoin-143040639.html

00:00:15 Einführung00:03:31 Der "Big Short" gegen KI: Michael Burry wettet 1,1 Milliarden Dollar auf das Platzen der AI-Blase https://www.theguardian.com/business/2025/nov/05/global-stock-markets-fall-sharply-over-ai-bubble-fearshttps://www.businessinsider.com/why-michael-burry-big-short-nvidia-palantir-ai-bubble-stocks-2025-11https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.htmlhttps://fortune.com/2025/11/04/big-short-investor-michael-burry-nvidia-palantir-puts-alex-karp/https://archive.ph/2025.11.06-021815/https://www.bloomberg.com/news/articles/2025-11-05/openai-cfo-says-bubble-wary-market-needs-more-ai-exuberance https://www.cnbc.com/amp/2025/11/06/sam-altman-says-openai-will-top-20-billion-annual-revenue-this-year.html 00:16:24 Apple gibt auf: 1 Milliarde Dollar pro Jahr für Google Gemini statt eigener Siri-KIhttps://www.macrumors.com/2025/11/05/apple-siri-google-gemini-partnership/https://9to5mac.com/2025/11/05/google-gemini-1-billion-deal-apple-siri/00:20:41 Project Suncatcher: Google will KI-Rechenzentren ins Weltall schießenhttps://blog.google/technology/research/google-project-suncatcher/https://research.google/blog/exploring-a-space-based-scalable-ai-infrastructure-system-design/00:25:29 Amazon vs. Perplexity: Ein Rechtsstreit um KI-Agentenhttps://www.perplexity.ai/hub/blog/bullying-is-not-innovationhttps://www.forbes.com/sites/johnkoetsier/2025/11/05/amazon-vs-perplexity-welcome-to-the-battle-for-the-future-of-commerce/https://www.cnbc.com/2025/11/04/perplexity-ai-amazon-bullying-comet-browser.html00:33:00 Neues im Reasoning: OpenAI, Claude und Kimi K2OpenAI Interrupt Feature: https://help.openai.com/en/articles/6825453-chatgpt-release-notesAnthropic Claude Introspection:- https://www.anthropic.com/research/introspectionKimi K2 Thinking:https://venturebeat.com/ai/moonshots-kimi-k2-thinking-emerges-as-leading-open-source-ai-outperforming00:41:57 Skandale in der Zahlungsdienstleistungsbranche: Heidelpay/Unzer Gründer verhaftet https://www.heise.de/news/Operation-Chargeback-Grossangelegter-Betrug-mit-Kreditkartendaten-aufgedeckt-11061633.html00:46:39 Scamming und die Rolle von Meta: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/https://archive.ph/D9Pyx00:53:59 20M Pre-Seed für Replika-Gründerinhttps://techcrunch.com/2025/11/05/replika-founder-raises-20m-pre-seed-for-wabi-the-youtube-of-apps/ 01:00:24 Elon Musks Billionen-Pay Package und seine Implikationenhttps://fortune.com/2025/11/06/elon-musk-worlds-first-trillionaire-pay-package-tesla-pope/ https://on.ft.com/3LpFJV301:04:20 NSFW AI-generierte Country Songs fluten TikTok und Spotifyhttps://www.economist.com/culture/2025/10/09/x-rated-ai-generated-country-songs-are-taking-over-the-internethttps://holler.country/news/breaking/who-the-heck-is-breaking-rust-the-ai-generated-artist-topping-the-spotify-and-billboard-charts-with-walk-my-walk/https://www.hearingthings.co/why-is-it-so-easy-to-flood-streaming-with-ai-slop/https://savingcountrymusic.com/country-legend-don-williams-falls-victim-to-fake-ai-album/01:05:57 Buchvorstellung: The Stoic Challenge, A Philosopher's Guide to Becoming Tougher, Calmer and More Resilient von William Irvine

Nvidia mit $5 Billionen Bewertunghttps://finance.yahoo.com/news/jensen-huang-says-nvidia-visibility-213130540.htmlBig Tech QuartalszahlenAlphabet: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.htmlAmazon: https://www.cnbc.com/2025/10/30/aws-q3-2025-earnings-report-amazon-cloud.htmlMicrosoft: https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html https://www.cnbc.com/2025/10/29/microsoft-open-ai-investment-earnings.htmlMeta: https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.htmlAI-Investitionenhttps://www.cnbc.com/2025/10/31/tech-ai-google-meta-amazon-microsoft-spend.htmlhttps://www.wsj.com/tech/ai/big-tech-is-spending-more-than-ever-on-ai-and-its-still-not-enough-f2398cfe?st=RKNoR2&reflink=desktopwebshare_permalinkBlast from the past:Nvidia investiert in Nokia: https://www.reuters.com/world/europe/nvidia-make-1-billion-investment-finlands-nokia-2025-10-28/Bending Spoons kauf AOL: https://www.forbes.com/sites/iainmartin/2025/10/29/aol-has-a-new-italian-owner-unicorn-startup-bending-spoons/ PayPal-Partnerschaft mit OpenAI: https://www.cnbc.com/2025/10/28/paypal-openai-chatgpt-payments-deal.htmlOpenAI IPOhttps://www.threads.com/@carnage4life/post/DQig3f_DaSM https://archive.ph/thc09 Microsoft AI-BrowserAmazon-EntlassungenAmazon Layoffs und Culture https://www.businessinsider.com/amazon-job-cuts-driven-by-culture-not-ai-says-ceo-2025-10 Social Media RegulierungChina - nur für Experten: https://www.livemint.com/news/world/china-tightens-the-screws-influencers-now-need-degrees-to-speak-on-finance-health-law-11761619952479.htmlAustralien - erst ab 16: https://www.bbc.com/news/articles/c89vjj0lxx9o Character AI - erst ab 18: https://www.bbc.com/news/articles/cq837y3v9y1oGrokipedia - nur für Red Pills: https://www.wired.com/story/elon-musk-launches-grokipedia-wikipedia-competitor/Haus-Roboter aus Norwegenhttps://sifted.eu/articles/1x-humanoid-robot-launchhttps://www.youtube.com/watch?v=b_SNExtznd4https://www.threads.com/@em3rging/post/DQo-QdSkoFrSubstrate ASML-Wettbewerberhttps://www.reuters.com/world/asia-pacific/us-startup-substrate-announces-chipmaking-tool-that-it-says-will-rival-asml-2025-10-28/Buchtipp: https://www.amazon.de/-/en/Eccentric-Orbits-Iridium-John-Bloom/dp/0802121683

00:00:15 Einführung00:04:23 AWS-Ausfall und seine AuswirkungenQuellen:https://www.theguardian.com/technology/2025/oct/24/amazon-reveals-cause-of-aws-outagehttps://jee.gr/how-us-east-1-took-europe-offline-and-why-gdpr-is-in-the-crosshairs/  https://80.lv/articles/amazon-allegedly-replaced-40-of-aws-devops-workers-with-ai-days-before-crashhttps://www.heise.de/news/AWS-Ausfall-Amazon-legt-vollstaendigen-Ursachenbericht-vor-10848208.html00:13:15 OpenAI's Atlas Browser, Security-Issues, GuardrailsQuellen:https://www.wired.com/story/openai-atlas-browser-chrome-agents-web-browsing/  https://techcrunch.com/2025/10/23/openai-buys-sky-an-ai-interface-for-mac/https://www.nytimes.com/2025/10/21/technology/openai-web-browser-atlas.html https://brave.com/blog/unseeable-prompt-injections/ https://www.nytimes.com/2025/10/17/business/openai-sora-video-martin-luther-king-jr.html https://techcrunch.com/2025/10/25/openai-reportedly-developing-new-generative-music-tool/00:30:30 Neues von Google: Quantencomputing und Vibe CodingQuellen:https://blog.google/technology/research/quantum-echoes-willow-verifiable-quantum-advantage/https://www.nature.com/articles/s41586-025-09526-6https://www.creativereview.co.uk/google-pixel-vanilla-smartphones/https://venturebeat.com/ai/googles-new-vibe-coding-ai-studio-experience-lets-anyone-build-deploy-apps00:43:12 Meta's AI-Strategien und Kündigungen im AI BereichQuellen:https://www.nytimes.com/2025/10/22/technology/meta-plans-to-cut-600-jobs-at-ai-superintelligence-labs.htmlhttps://www.nytimes.com/2025/10/23/technology/meta-layoffs-user-privacy.html00:48:29 600 Tausend Jobs die bei Amazon nicht kreiertwerdenQuellen:  https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html https://www.theverge.com/news/803257/amazon-robotics-automation-replace-600000-human-jobs https://www.forbes.com/sites/rachelwells/2025/10/22/amazon-is-automating-600000-jobs-here-are-the-5-jobs-at-risk-in-2026/00:51:22 Die Zukunft der KI und AGIQuellen:https://www.dwarkesh.com/p/andrej-karpathyhttps://fortune.com/2025/10/21/andrej-karpathy-openai-ai-bubble-pop-dwarkesh-patel-interview/https://superintelligence-statement.org/https://futureoflife.org/open-letter/pause-giant-ai-experiments/https://time.com/7327409/ai-agi-superintelligent-open-letter/https://www.cnbc.com/2025/10/22/800-petition-signatures-apple-steve-wozniak-and-virgin-richard-branson-superintelligence-race.html01:00:48 Tesla und die Herausforderungen im MarktQuellen:https://www.nytimes.com/2025/10/22/business/tesla-earnings-elon-musk.htmlhttps://www.wsj.com/business/autos/tesla-tsla-q3-earnings-report-2025-653ea365https://www.reuters.com/business/autos-transportation/teslas-big-gamble-that-introducing-new-models-no-longer-matters-2025-10-23/https://www.bloomberg.com/news/articles/2025-10-24/how-tesla-is-betting-on-musk-s-robotaxis-and-robots-as-ev-sales-struggle https://www.cnbc.com/2025/10/23/cnbc-daily-open-teslas-increased-costs-outweighed-its-revenue-growth.html  https://fortune.com/2025/10/23/tesla-earnings-stock-valuation-elon-musk-magic-premium/ 01:06:04 Chinas Einfluss auf die US-WirtschaftQuellen:https://www.aljazeera.com/economy/2025/10/27/us-china-hail-progress-in-trade-talks-as-trump-and-xi-set-to-weigh-deal https://www.npr.org/2025/10/26/nx-s1-5586646/us-china-trade-deal-drawing-closer     https://www.bbc.com/news/articles/c1lqj5lz4geohttps://www.reuters.com/world/china/dutch-government-intervenes-chinese-owned-computer-chip-firm-nexperia-2025-10-12/  https://www.tagesschau.de/wirtschaft/unternehmen/vw-lieferengpaesse-nexperia-100.html 01:09:25 Trump begnadigt Binance-GründerQuellen:https://www.nytimes.com/2025/10/23/technology/trump-pardons-cz-binance.html01:11:44 Buchempfehlung: The Body Keeps The Score

OpenAI: Wellbeing, Sexting, Lawfare, Warfare und 5-Jahresplanhttps://www.cnbc.com/2025/10/14/open-ai-expert-council-safety-ftc.html https://x.com/sama/status/1978129344598827128?s=46&t=T9y087zSnCQkqr5DUvdATQ https://www.bbc.com/news/articles/cpd2qv58yl5ohttps://www.theverge.com/news/799312/openai-chatgpt-erotica-sam-altman-verified-adultshttps://sfstandard.com/2025/09/02/openai-sam-altman-elon-musk-ai-regulation/ https://arstechnica.com/ai/2025/10/army-general-says-hes-using-ai-to-improve-decision-making/https://www.ft.com/content/a169703c-c4df-46d6-a2d3-4184c74bbaf7GDP-Impact von AIhttps://x.com/jasonfurman/status/1971995367202775284?s=46&t=T9y087zSnCQkqr5DUvdATQ AI-Regulierung in Kalifornien und Trumps/Sacks Antworthttps://www.skadden.com/insights/publications/2025/10/landmark-california-ai-safety-legislationhttps://carnegieendowment.org/emissary/2025/10/california-sb-53-frontier-ai-law-what-it-does?lang=enhttps://www.bloomberg.com/opinion/articles/2025-10-15/anthropic-s-ai-principles-make-it-a-white-house-target https://www.theatlantic.com/ideas/archive/2025/10/trump-no-kings-day-protest-ai-poop/684621/?gift=hVZeG3M9DnxL4CekrWGK35delNKCGndW27iEDyVzf-oClaude Skillshttps://www.anthropic.com/news/skillshttps://simonwillison.net/2025/Oct/16/claude-skills/AI-Slop und -Dummheit?https://www.axios.com/2025/10/14/ai-generated-writing-humans https://www.theguardian.com/technology/2025/oct/18/are-we-living-in-a-golden-age-of-stupidity-technologyMetas $1,5 Mrd. Hire: Andrew Tulloch, Thinking Machineshttps://archive.ph/2025.10.15-153944/https://www.wsj.com/tech/ai/thinking-machines-lab-co-founder-departs-for-meta-442d7461 AGI-Definition und State of AI Reporthttps://agidefinition.ai/https://www.stateof.ai/2025-report-launch Google Gemma mit Krebstherapiehttps://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/

00:15 Einführung01:51 OpenAI als Betriebssystem für KI?https://thenewstack.io/openai-launches-a-no-code-agent-builder/https://openai.com/index/introducing-agentkit/https://www.cnbc.com/2025/10/06/open-ai-devday-live-updates-altman-jony-ive.htmlhttps://venturebeat.com/ai/openai-dev-day-2025-chatgpt-becomes-the-new-app-store-and-hardware-is-cominghttps://stratechery.com/2025/openais-windows-play/ https://techcrunch.com/2025/10/08/openais-nick-turley-on-transforming-chatgpt-into-an-operating-systemhttps://openai.com/de-DE/index/buy-it-in-chatgpt/ https://techcrunch.com/2025/10/01/meta-plans-to-sell-targeted-ads-based-on-data-in-your-ai-chats/ https://finance.yahoo.com/news/openai-now-done-1-trillion-225429595.html https://www.saastr.com/openai-crosses-12-billion-arr-the-3-year-sprint-that-redefined-whats-possible-in-scaling-software/28:15 Sora 2 und Grok Imaginehttps://www.tomsguide.com/ai/ai-image-video/i-tested-sora-2-vs-grok-imagine-with-7-challenging-prompts-and-theres-a-clear-winnerhttps://www.cometapi.com/xai-launches-imagine-v0-9-what-it-is/https://www.cnn.com/2025/10/11/tech/openai-sora-2-meta-ai-slop-social-media32:01 AI-Slop in den Sozialen Medien und bei Deloittehttps://www.cnn.com/2025/10/11/tech/openai-sora-2-meta-ai-slop-social-mediahttps://www.vox.com/technology/464097/meta-openai-sora-slop-aihttps://www.nytimes.com/2025/10/09/world/artificial-intelligence-slop.htmlhttps://www.theguardian.com/australia-news/2025/oct/06/deloitte-to-pay-money-back-to-albanese-government-after-using-ai-in-440000-reporthttps://www.afr.com/companies/professional-services/deloitte-s-ai-scandal-shows-consultants-need-a-new-strategy-20251008-p5n0vx38:35 Tiny Recursive Models: Effizienz in der KIhttps://www.forbes.com/sites/ronschmelzer/2025/10/09/samsung-ai-research-team-builds-a-tiny-model-with-big-powe/https://arxiv.org/abs/2510.04871https://medium.com/data-science-in-your-pocket/less-is-more-recursive-reasoning-with-tiny-networks-paper-explained-a4573708376d41:40 Figure 03: Wird der Haushaltsroboter real?https://www.figure.ai/news/introducing-figure-03https://time.com/7324233/figure-03-robot-humanoid-reveal/45:16 Prediction Markets und ihre Dynamikhttps://www.forbes.com/sites/aliciapark/2025/09/15/why-billionaires-are-piling-into-prediction-markets/https://techcrunch.com/2025/10/10/kalshi-hits-5b-valuation-days-after-rival-polymarket-gets-2b-nyse-backing-at-8b/https://www.netcoins.com/blog/prediction-markets-in-2025-from-election-bets-to-billion-dollar-valuationshttps://fortune.com/crypto/2025/10/13/kalshi-polymarket-valuation-crypto-token-premium-prediction-markets/51:05 Trump und Cryptohttps://www.forbes.com/sites/danalexander/2025/10/10/trump-is-now-one-of-americas-biggest-bitcoin-investors/https://www.abc.net.au/news/2025-10-13/trump-president-wealth-family-business-crypto-four-corners/105876782https://www.cnn.com/2025/10/11/business/trump-tariffs-crypto-selloffhttps://www.clarkhill.com/news-events/news/the-trump-administrations-crypto-regulatory-roadmap-takes-shape/https://news.bitcoin.com/de/coinbase-erhoht-den-maximalen-hebel-auf-das-50-fache-bei-internationalen-unbefristeten-futures/55:36 Buchempfehlung: "Polite" von Louise Mullanyhttps://www.amazon.com/Polite-Communication-Home-Work-Public/dp/1802793429https://www.nottingham.ac.uk/news/sorry-not-sorry-new-book-sheds-light-on-the-art-of-politenesshttps://www.barnesandnoble.com/w/polite-louise-mullany/1145437405

00:00 Intro05:30 Meta und die AI-generierten Videoshttps://techcrunch.com/2025/09/25/meta-launches-vibes-a-short-form-video-feed-of-ai-slop/https://www.threads.com/@theinformation/post/DPd6iMDCiqfhttps://www.zeit.de/digital/internet/2025-10/openai-sora-2-deepfake-blase-newsletter-kuenstliche-intelligenz11:43 Woche der Neuigkeiten von OpenAI: OpenAI's Sora 2 und die IP-Debattehttps://www.platformer.news/sora-2-hands-on-openai-social-network/https://www.nytimes.com/2025/10/02/technology/openai-sora-video-app.htmlhttps://www.wired.com/story/openai-sora-app-ai-deepfakes-entertainment/https://www.businessinsider.com/vinod-khosla-sora-openai-ai-slop-2025-10https://www.businessinsider.com/sora-openai-sam-altman-walks-back-copyright-opt-out-policy-2025-10https://www.threads.com/@thejeffhou/post/DPZE1hADbWRhttps://www.threads.com/@manmeetsmachine/post/DPXJhlVAUs0https://www.threads.com/@j_dotbooze2ce/post/DPXhB_wD5Ta16:14 OpenAI's Secondaries und Johnny Ives Hardware-Projekthttps://www.cnbc.com/2025/10/02/openai-share-sale-500-billion-valuation.htmlhttps://www.ft.com/content/58b078be-e0ab-492f-9dbf-c2fe67298dd3https://the-decoder.com/openais-new-ai-device-reportedly-faces-technical-hurdles-that-could-delay-its-launch/22:26 OpenAI's Investment in AMD und die Marktstrategiehttps://www.ft.com/content/bfafd06e-0a92-4add-9ae5-622e3c2c8f29https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html28:41 EU-Regulierung und die Cookie-Problematikhttps://www.politico.eu/article/europe-cookie-law-messed-up-the-internet-brussels-sets-out-to-fix-it/

IntroNvidia und AI-Bubble? https://finance.yahoo.com/news/nvidia-100-billion-openai-investment-110000256.htmlhttps://medium.com/swlh/why-valuations-are-pointless-and-how-vc-supermoney-is-driving-inequality-50231893ef1ehttps://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economyBlack Forrest Labs Funding auf $4 Mrd. https://www.ft.com/content/299ddb72-1ae7-4691-bf6b-cd0229bbb04f SAP mit €20 Mrd. Sovereign Cloud - und EU-Klage https://www.heise.de/en/news/AWS-and-SAP-cooperate-on-sovereign-cloud-10672516.htmlhttps://www.tagesschau.de/wirtschaft/unternehmen/wettbewerbsverfahren-eu-sap-100.htmlAmazon-Strafe wegen Dark Patterns https://www.wired.com/story/amazon-ftc-settlement-prime-dark-patterns/Trump-Land: H-1B-Visa, TikTok-Cronyism Selbstbedienung https://www.nytimes.com/2025/09/29/business/economy/h1b-visas-problems.html https://techcrunch.com/2025/09/27/trump-demands-microsoft-fire-global-affairs-head-lisa-monaco https://www.economist.com/united-states/2025/09/25/the-presidents-border-czar-was-caught-in-a-sting-operation https://www.forbes.com/sites/danalexander/2025/09/09/presidency-boosts-trumps-net-worth-by-3-billion-in-a-year/ https://www.theverge.com/ai-artificial-intelligence/785407/peter-thiel-antichrist-tech-regulation OpenAI Pulse https://techcrunch.com/2025/09/25/openai-launches-chatgpt-pulse-to-proactively-write-you-morning-briefs/Google Gemini in Chrome https://www.heise.de/news/KI-Browser-Krieg-Google-integriert-Gemini-in-Chrome-10662222.htmlFacebook Dating https://stadt-bremerhaven.de/facebook-dating-mit-neuen-ki-funktionen-gegen-swipe-muedigkeit/Threads holt X ein https://www.forbes.com/sites/conormurray/2025/09/25/threads-finally-passes-x-zuckerbergs-2-year-old-platform-passes-musks-in-daily-users/Search-Referral Crash https://www.theguardian.com/media/2025/sep/06/existential-crisis-google-use-ai-search-upended-web-publishers-modelsAI Slop https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivityhttps://www.threads.com/@petergyang/post/DO9yB1gAQFp?xmt=AQF00W_lRhYgGhb4tM_mRaCRVWdmpP9JarGf1i_ILAED4Q&slof=1

00:15 Einführung und Vorstellung von Johannes Ditterich03:55 TikTok-Übernahme: Wie Oracle mit dem ByteDance-Deal sein Comeback feiertReuters: Oracle-Silver Lake consortium to control 80% stake in TikTok USEuronews: What is Oracle and how has the 50-year-old company made a tech comeback10:48 H-1B Visa Reform: Trumps 100.000-Dollar-Gebühr und die Folgen für Tech-UnternehmenReuters: Trump to impose $100,000 fee per year for H-1B visas14:49 FED-Zinsänderungen und KI-Regulierungen in Europahttps://www.cnbc.com/2025/09/17/fed-rate-decision-september-2025.htmlhttps://digital-strategy.ec.europa.eu/en/news/commission-collects-feedback-simplify-rules-data-cybersecurity-and-artificial-intelligence-upcoming18:23 Strategische Allianzen im Chip-Markt: Nvidia investiert in IntelTechCrunch: Nvidia buys $5 billion stake in Intel, planning AI chip collaboration22:38 Finanzierungsrunde von GroqTechCrunch: Nvidia AI chip challenger Groq raises $750 million at $6.9B valuation28:20 LLM-Nondeterminismus: Warum KI-Modelle bei Temperature 0 trotzdem unterschiedliche Ergebnisse liefernThinking Machines: Defeating Nondeterminism in LLM Inference38:55 Agent Payments Protocol: Googles Standard für autonome KI-TransaktionenGoogle Cloud: Announcing Agent Payments Protocol (AP2)47:32 Synthetische Biologie: KI-designte Bakteriophagen als neue Waffe gegen resistente KeimeMIT Technology Review: AI-designed viruses are here and already killing bacteria50:48 Meta Connect 2025: Ray-Ban Display und Neural Band bringen AR in den MainstreamMeta: Connect 2025 Day One Keynote - AI Glasses, Ray-Ban Display, Neural Band55:55 OpenAIs Approach zum Thema JugendschutzOpenAI: Teen safety, freedom, and privacyOpenAI: Child safety - adopting Safety by Design principlesNBC News: ChatGPT teen-safety measures to include age verification59:15 Anthropic-Studie: Unternehmen setzen KI primär zur Automatisierung, nicht zur Unterstützung einBloomberg: Anthropic finds businesses are mainly using AI to automate work01:06:54 Buchempfehlung: Achtsam Morden von Karsten DusseGoodreads: Achtsam morden Series by Karsten DusseAmazon: Karsten Dusse Author Page

00:15 Einführung03:27 Die Ermordung von Charlie Kirk und die Rolle der Sozialen Medien und der Bildgenerierunghttps://www.msn.com/en-us/news/technology/internet-detectives-are-misusing-ai-to-find-charlie-kirk-s-alleged-shooter/ar-AA1MnjWahttps://www.nytimes.com/2025/09/11/technology/charlie-kirk-shooting-false-accusation.html17:14 AI und Bildgenerierung: ByteDance Seeddream 4.0 & Metas Zusammenarbeit mit Black Forest Labshttps://seed.bytedance.com/en/seedream4_0https://www.scmp.com/tech/big-tech/article/3325058/bytedance-unveils-new-ai-image-model-rival-google-deepminds-nano-bananahttps://sifted.eu/articles/black-forest-labs-meta20:40 Oracle und OpenAI: 300-Milliarden-Dealhttps://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fehttps://www.cnbc.com/amp/2025/09/13/openai-spending-spree-powering-much-of-tech-oracle-latest-example.html 26:37 Hat OpenAI das Halluzinations-Problem gelöst?https://youtu.be/VFaBzclg9bkhttps://openai.com/index/why-language-models-hallucinate/https://arxiv.org/html/2509.04664v1https://www.pymnts.com/artificial-intelligence-2/2025/openai-says-ai-hallucinations-are-systemic-not-a-bug/33:59 Microsoft flirtet mit Anthropichttps://www.reuters.com/business/microsoft-use-some-ai-anthropic-shift-openai-information-reports-2025-09-09/https://www.geekwire.com/2025/a-new-deal-for-microsoft-and-openai-reading-between-the-lines-of-their-secretive-agreement/https://www.nytimes.com/2025/09/11/technology/openai-microsoft-deal.html39:19 Anthropic und die rechtlichen Herausforderungen bezüglich Urheberrechthttps://www.anthropic.com/news/create-fileshttps://www.engadget.com/ai/judge-rejects-anthropics-record-breaking-15-billion-settlement-for-ai-copyright-lawsuit-033512498.html 46:04 Notebook LM und die Zukunft des Lernens mit KIhttps://blog.google/technology/google-labs/notebooklm-student-features/https://www.howtogeek.com/googles-notebooklm-just-got-more-features/https://www.cnet.com/tech/services-and-software/notebooklm-these-ai-tools-can-actually-help-you-study-and-learn/49:58 Automatisierung von Podcastshttps://stratablue.com/boost-your-content-strategy-with-podcasting-with-ai/https://www.hollywoodreporter.com/business/digital/ai-podcast-start-up-plan-shows-1236361367/57:16 Perplexity Finanzierungsrunde und Monetarisierungsstrategienhttps://techcrunch.com/2025/09/10/perplexity-reportedly-raised-200m-at-20b-valuation/https://www.reuters.com/technology/perplexity-finalizes-20-billion-valuation-round-information-reports-2025-09-10/https://americanbazaaronline.com/2025/09/11/perplexitys-rapid-rise-to-20-billion-valuation-overshadowed-by-britannica-legal-suit-467527/01:01:52 Salesforce und die Auswirkung von KI auf Customer Servicehttps://www.salesforceben.com/ai-agents-drive-4000-job-cuts-in-salesforce-support-division/https://www.ciodive.com/news/salesforce-future-customer-service-people-ai/759542/https://www.cfodive.com/news/ai-driven-job-displacement-may-already-be-here-report-says/759570/https://www.salesforceben.com/a-year-of-agentforce-excitement-concerns-and-the-road-to-adoption/01:05:28 Apple-Events und die Rolle von KIhttps://www.apple.com/newsroom/2025/09/introducing-airpods-pro-3-the-ultimate-audio-experience/https://techcrunch.com/video/watch-apples-airpod-pro-3-live-translation-feature-in-action/https://www.cnbc.com/2025/09/12/apple-google-meta-universal-translator.html01:11:33 Elon Musk und die Macht der Vorstandsvergütunghttps://www.cnbc.com/2025/09/05/tesla-musk-pay.htmlhttps://www.aljazeera.com/news/2025/9/5/tesla-proposes-trillion-dollar-compensation-package-for-ceo-elon-muskhttps://www.wsj.com/business/autos/tesla-robyn-denholm-musk-pay-package-248b1150https://timesofindia.indiatimes.com/technology/tech-news/tesla-boards-chairperson-defends-ceo-elon-musks-1-trillion-pay-proposal-compensation-should-depend-on/articleshow/123877946.cms01:13:40 Buchbesprechung: Atlas Shrugged von Ayn Rand

00:00 Intro02:54 Urteil im Google Kartellverfahrenhttps://www.wsj.com/tech/judge-bars-google-from-exclusive-search-deals-orders-data-sharing-e65a2191 https://www.linkedin.com/posts/thomas-h%C3%B6ppner-7ba59a70_us-google-search-remedy-judgment-activity-7368866586667040769--CF6https://www.cnbc.com/2025/09/04/google-ceo-thanks-trump-for-antitrust-resolution.html https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html12:12 Trump Circle Jerk der Tech-CEOshttps://www.youtube.com/watch?v=3bIZMtDVFf8https://www.nytimes.com/2025/09/05/business/google-eu-antitrust-fine.html⁠https://www.platformer.news/trump-zuckerberg-meta-partnership-eu-dsa-ai-dma/ https://www.threads.com/@guy_fawkes_news/post/DONvjJJDT0dhttps://www.threads.com/@thetnholler/post/DOO_5UYkS0Dhttps://www.spiegel.de/ausland/google-donald-trump-reagiert-auf-eu-milliardenstrafe-mit-vergeltungsdrohung-a-7cbf922f-5b0c-4d52-b877-6a6b4824c46418:30 Anthropic-Copyright-Urteil + Fundinghttps://www.anthropic.com/news/anthropic-raises-series-f-at-usd183b-post-money-valuationhttps://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html22:56 Bewertungen und Umsatzwachstum im KI-Sektor27:47 Mistral, Herausforderungen europäischer KI-Startups https://www.reuters.com/legal/litigation/musks-xai-sues-engineer-allegedly-taking-secrets-openai-2025-08-29/https://www.engadget.com/ai/xai-sues-an-ex-employee-for-allegedly-stealing-trade-secrets-about-grok-170029847.htmlhttps://archive.ph/2025.09.06-234948/https://www.bloomberg.com/news/articles/2025-09-03/mistral-set-for-14-billion-valuation-with-new-funding-round 39:17 xAI, Teslas $1 Billion Elon Musk Vergütungspakethttps://edition.cnn.com/2025/09/07/business/elon-musk-tesla-trillionhttps://techcrunch.com/2025/09/05/tesla-shareholders-to-vote-on-investing-in-musks-ai-startup-xai/https://t3n.de/news/e-automarkt-eu-tesla-1704665/ 43:31 OpenAI-Angriff auf LinkedIn und höherer Burnhttps://techcrunch.com/2025/09/04/openai-announces-ai-powered-hiring-platform-to-take-on-linkedin/https://the-decoder.de/openai-hat-sich-beim-cashburn-um-80-milliarden-us-dollar-verschaetzt/ 49:43 US-Jobs und KI-Auswirkungen auf den Arbeitsmarkthttps://www.theguardian.com/business/2025/sep/05/august-us-jobs-report-explainer https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5425555 53:58 YouTube mit Live-Sport im Streaming Warhttps://www.nytimes.com/2025/09/05/technology/youtube-nfl-live-sports.htmlhttps://www.theverge.com/lowpass-newsletter/771340/youtube-nfl-livestream-free01:01:37 Trump De Minimishttps://www.cnbc.com/2025/08/29/retail-impact-de-minimis-exemption-ends-globally.htmlhttps://www.theguardian.com/us-news/2025/aug/26/postal-services-suspend-us-usa-deliveries-how-will-it-affect-you01:08:42 Buchtipp: Herkunft von Sascha Stanisic

00:15 Einführung03:21 NVIDIA QuartalszahlenLinks:NVIDIA Q2 2025 Earnings: https://www.cnbc.com/2025/08/27/nvidia-nvda-earnings-report-q2-2026.html13:14 Nano banana aka gemini 2.5 flash - was ist noch real?Links:TechCrunch: https://techcrunch.com/2025/08/26/google-geminis-ai-image-model-gets-a-bananas-upgrade/Google Developers Blog: https://developers.googleblog.com/en/introducing-gemini-2-5-flash-image/YouTube Vergleich: https://www.youtube.com/watch?v=M6RV4lcXBEAAgnieszkas Beispiel: https://www.linkedin.com/posts/agnieszkawalorska_manche-tage-starten-mit-kaffee-andere-mit-activity-7368209779397136385-CYWo23:39 YouTube bearbeitet Videos heimlich mit KILinks:BBC: https://www.bbc.com/future/article/20250822-youtube-is-using-ai-to-edit-videos-without-permissionNBC News: https://www.nbcnews.com/tech/tech-news/youtube-dismisses-creators-concerns-secretly-used-ai-edit-videos-rcna227096PetaPixel: https://petapixel.com/2025/08/25/youtube-is-secretly-editing-users-videos-without-their-consent/25:58 Hat Gemini ChatGPT überholt?Links:Zapier Vergleich: https://zapier.com/blog/gemini-vs-chatgpt/TechCrunch: https://techcrunch.com/2025/08/26/google-geminis-ai-image-model-gets-a-bananas-upgrade/Google Translate vs Duolingo: https://techcrunch.com/2025/08/26/google-translate-takes-on-duolingo-with-new-language-learning-tools/31:18 OpenAI Realtime API und Microsoft VibeVoice: Sprach-KI wird produktionsreifLinks:OpenAI Realtime API: https://openai.com/index/introducing-gpt-realtime/OpenAI Realtime Guide: https://dev.to/czmilo/openai-gpt-realtime-complete-guide-revolutionary-breakthrough-in-voice-ai-2025-20m4Microsoft VibeVoice: https://microsoft.github.io/VibeVoice/VibeVoice vs ElevenLabs: https://winsomemarketing.com/ai-in-marketing/microsoft-just-gave-away-what-elevenlabs-charges-22/month-for36:00 Claude für Chrome: Browser-Agent im Beta-TestLinks:Anthropic Ankündigung: https://www.anthropic.com/news/claude-for-chromeTechCrunch: https://techcrunch.com/2025/08/26/anthropic-launches-a-claude-ai-agent-that-lives-in-chrome/eWeek Sicherheitsanalyse: https://www.eweek.com/news/anthropic-claude-for-chrome/Sicherheitslücken Perplexity Comethttps://brave.com/blog/comet-prompt-injection/ 44:14 Data Wars durch Agentic AI und ihre Auswirkungen auf Unternehmen: Amazon, Salesforcehttps://www.modernretail.co/technology/amazon-expands-its-fight-to-keep-ai-bots-off-its-e-commerce-site/ https://archive.ph/5l05T53:49 Meta verliert KI-Forscher: Acht Abgänge in zwei MonatenLinks:FT: https://archive.ph/gnmv0Business Insider: https://www.businessinsider.com/meta-superintelligence-team-researchers-exit-ai-push-2025-8The Decoder: https://the-decoder.com/metas-superintelligence-hires-left-for-openai-after-only-a-few-weeks/Ars Technica: https://arstechnica.com/ai/2025/08/zuckerbergs-ai-hires-disrupt-meta-with-swift-exits-and-threats-to-leave/57:05 Auswirkungen von AI auf den ArbeitsmarktLinks:Stanford Studie: https://digitaleconomy.stanford.edu/publications/canaries-in-the-coal-mine/https://www.cnbc.com/2025/08/28/generative-ai-reshapes-us-job-market-stanford-study-shows-entry-level-young-workers.htmlWorld Economic Forum: https://www.weforum.org/stories/2025/08/ai-jobs-replacement-data-careers/01:00:33 Bewertungsexplosionen im AI-Sektorhttps://techcrunch.com/2025/08/28/investors-are-loving-lovable/https://techcrunch.com/2025/06/05/cursors-anysphere-nabs-9-9b-valuation-soars-past-500m-arr/01:03:37 Was soll das mit den Labubus?Forbes: https://www.forbes.com/sites/sylvanaqsinha/2025/07/01/labubu-how-asias-quirky-toy-became-a-global-business-phenomenon/Economic Times: https://m.economictimes.com/news/international/us/labubu-can-make-you-a-billionaire-pop-mart-founder-wang-ning-beat-jack-ma-to-become-chinas-youngest-billionaire-net-worth-will-leave-you-stunned/Fox Business: https://www.foxbusiness.com/lifestyle/labubu-dolls-become-2025s-hottest-toy-craze-among-kids-and-adult-collectors01:10:11 Buchbesprechung: Siddhartha von Hermann Hesse

Triff uns auf der Neulandpro Connect 2025https://neulandpro.com/connect00:00 Intro04:26 AI-Bubble?https://fortune.com/2025/08/24/is-ai-a-bubble-market-crash-gary-marcus-openai-gpt5/ https://archive.ph/2025.08.20-174510/https://nymag.com/intelligencer/article/suddenly-silicon-valley-is-lowering-ai-expectations.html https://archive.ph/2025.08.19-092530/https://www.nytimes.com/2025/08/19/opinion/artificial-general-intelligence-superintelligence.html https://archive.ph/2025.08.19-195849/https://www.ft.com/content/33914f25-093c-4069-bb16-8626cfc15a51 https://www.ft.com/content/d01290c9-cc92-4c1f-bd70-ac332cd40f94 https://www.linkedin.com/feed/update/urn:li:activity:7365986439601217537/https://www.linkedin.com/posts/alexanderbraun_mit-95-of-genai-pilots-fail-sam-altman-activity-7363826497507192833-aSHGhttps://www.linkedin.com/posts/kevinwerbach_state-of-ai-in-business-2025-activity-7365026841759215616-SQWDhttps://archive.ph/2025.08.08-194102/https://www.bloomberg.com/news/articles/2025-08-08/meta-s-29-billion-deal-marks-pivotal-moment-for-private-credit https://www.heise.de/news/Google-und-Meta-ruecken-bei-KI-zusammen-10590647.html https://www.bvp.com/atlas/the-state-of-ai-2025 22:03 Memory vs. Privatsphärehttps://www.theverge.com/news/757743/anthropic-claude-ai-search-past-chatshttps://9to5mac.com/2025/08/11/claude-memory-feature/28:12 Die Verantwortung von Plattformen29:17 Komplexität der Nutzerinteraktionen31:23 OpenAI und die Zukunft der Technologiehttps://www.wired.com/story/openai-valuation-500-billion-skepticism/ https://www.cnbc.com/2025/08/19/sam-altman-on-gpt-6-people-want-memory.htmlhttps://decrypt.co/336053/openai-ceo-sam-altman-concedes-gpt-5-misfire-bets-gpt-6https://www.theaiopportunities.com/p/sam-altman-is-no-longer-running-chatgpt32:21 Enshittification und die Qualität von Tech-Jobshttps://doctorow.medium.com/https-pluralistic-net-2025-08-06-unmerchantable-substitute-goods-customer-disservice-816966070405https://arstechnica.com/gadgets/2025/02/as-internet-enshittification-marches-on-here-are-some-of-the-worst-offenders/Nano Banana & Qwen: Die neuen Könige der KI-Bildbearbeitung?https://huggingface.co/Qwen/Qwen-Image-Edithttps://qwenlm.github.io/blog/qwen-image-edit/40:54 Vinted: Scams und Herausforderungen im E-Commercehttps://www.linkedin.com/posts/activity-7364585966423969792-x_gG 43:10 Nvidia und die geopolitischen Spannungenhttps://www.deraktionaer.de/artikel/indizes/nvidia-schock-sorgt-fuer-kursexplosionen-in-china-20385286.html 49:25 Elon Musk, Macrohard und die Zukunft von xAIhttps://www.golem.de/news/macrohard-musk-will-mit-ki-ganze-softwarefirmen-ersetzen-2508-199461.html 54:32 KI zur Bekämpfung von Korruption in Albanienhttps://www.politico.eu/article/albania-use-ai-artificial-intelligenve-join-eu-corruption/https://www.politico.com/newsletters/digital-future-daily/2025/08/14/could-ai-run-a-whole-county-albania-wants-to-find-out-0050963059:25 Google Pixel Innovationen im Smartphonehttps://www.wired.com/story/all-the-new-ai-features-in-google-pixel-10-phones/https://blog.google/products/pixel/google-pixel-10-ai-features-updates/01:02:38 Chrome und Ecosiahttps://techcrunch.com/2025/08/21/ecosia-has-offered-to-take-stewardship-of-chrome-and-its-not-a-bad-idea/01:07:25 N26-Debakelhttps://www.manager-magazin.de/unternehmen/banken/n26-reicht-der-wechsel-von-valentin-stalf-in-den-aufsichtsrat-fuer-eine-wende-a-606b466d-d81d-4734-b5fc-e98e3c6b13de01:12:57 Buchbesprechung: Unverdiente Ungleichheithttps://www.rowohlt.de/buch/martyna-linartas-unverdiente-ungleichheit-9783498007355https://techcrunch.com/2025/08/24/former-meta-exec-nick-clegg-offers-careful-criticism-of-cloyingly-conformist-silicon-valley/https://www.businessinsider.com/nick-clegg-meta-uk-deputy-prime-minister-silicon-valley-criticism-2025-8

00:15 Einführung02:49 GPT-5: Herausforderungen und Rückschrittehttps://www.nytimes.com/2025/08/15/podcasts/hardfork-gpt5-perplexity.htmlhttps://arstechnica.com/information-technology/2025/08/the-gpt-5-rollout-has-been-a-big-mess/https://www.wired.com/story/openai-gpt-5-backlash-sam-altman/18:02 Meta und die Problematik des Jugendschutzeshttps://techcrunch.com/2025/08/14/leaked-meta-ai-rules-show-chatbots-were-allowed-to-have-romantic-chats-with-kids/https://www.nytimes.com/2025/08/15/technology/meta-child-safety-senate-investigation.htmlhttps://the-decoder.de/metas-ki-chatbot-laedt-senior-zu-fiktivem-treffen-ein-mit-toedlichem-ausgang/ 26:39 Elon Musk vs. Sam Altman Kindergartenhttps://www.theguardian.com/technology/2025/aug/12/elon-musk-apple-openai-sam-altmanhttps://timesofindia.indiatimes.com/technology/artificial-intelligence/grok-sides-with-openai-ceo-sam-altman-in-fight-with-elon-musk-while-chatgpt-picks-musk-xai-founder-calls-groks-response-a-major-problem/articleshow/123271294.cms31:15 Die aktuellste Bewertung von OpenAIhttps://fortune.com/2025/08/16/openai-staffers-6-billion-secondary-stock-sale-softbank-thrive-capital-dragoneer/ 35:27 Perplexity und die Herausforderungen im Medienbereich⁠https://blog.cloudflare.com/perplexity-is-using-stealth-undeclared-crawlers-to-evade-website-no-crawl-directives/⁠https://www.reuters.com/business/media-telecom/ai-startup-perplexity-makes-bold-345-billion-bid-googles-chrome-browser-2025-08-12/https://www.wsj.com/tech/perplexity-ai-google-chrome-offer-5ddb7a2https://blog.google/products/search/ai-search-driving-more-queries-higher-quality-clicks/ https://www.heise.de/news/Googles-KI-Suche-Berichte-ueber-Traffic-Einbruch-wegen-fehlerhafter-Methoden-10512338.html https://www.heise.de/news/Datenanalyse-Googles-KI-Uebersichten-bewirken-bis-zu-25-Prozent-Traffic-Rueckgang-10538593.html#google_vignette 44:45 Die Zukunft der Interpretativen KIhttps://www.fastcompany.com/91374106/heres-the-much-more-powerful-technology-coming-after-agentic-ai-technology-agentic-a47:28 Disruption im B2B-SaaS-Markt durch KIhttps://www.linkedin.com/feed/update/urn:li:activity:7362818064179965952/51:25 AI und Regierungsverträge: Ein Blick auf Grokhttps://www.theguardian.com/technology/2025/aug/12/elon-musk-apple-openai-sam-altmanhttps://futurezone.at/netzpolitik/usa-grok-antisemitismus-xai-elon-musk-ki-openai-anthropic/403073352https://timesofindia.indiatimes.com/technology/artificial-intelligence/grok-sides-with-openai-ceo-sam-altman-in-fight-with-elon-musk-while-chatgpt-picks-musk-xai-founder-calls-groks-response-a-major-problem/articleshow/123271294.cms52:58 Trump als Chip-Kommandeur: Intel-Staatsbeteiligung im Gesprächhttps://www.nytimes.com/2025/08/13/technology/trump-chips-nvidia-intel.htmlhttps://www.cnbc.com/2025/08/13/goldman-stands-by-call-that-consumers-will-bear-the-brunt-of-tariffs-after-trump-blasts-banks-economist.htmlhttps://podcasts.apple.com/de/podcast/wall-street-mit-markus-koch-featured-by-handelsblatt/id1522455553?i=1000722094717&r=446https://www.theguardian.com/technology/2025/aug/15/intel-shares-jump-after-report-says-trump-administration-looking-at-stake01:00:54 ASML unter Druck: Niederlande verschärfen China-Export-Kontrollenhttps://www.reuters.com/technology/asml-expects-us-dutch-export-rules-hit-china-sales-by-10-15-2024-01-24/01:02:48 Neuer Hedge Fund von Leopold Aschenbrennerhttps://www.wsj.com/finance/investing/billions-flow-to-new-hedge-funds-focused-on-ai-related-bets-48d97f41https://www.pymnts.com/news/artificial-intelligence/2025/former-openai-researcher-launches-1-5-billion-ai-focused-hedge-fund/01:04:57 AOL Dial-Up: Ein Relikt der Vergangenheithttps://help.aol.com/articles/dial-up-internet-to-be-discontinued 01:06:52 Buchempfehlung: Die Welt von Gestern von Stefan Zweig

01:40 OpenAI mit GPT-5https://archive.ph/zLbXy#selection-2269.0-2269.331 https://www.golem.de/news/gpt-5-openai-hat-zu-viel-versprochen-2508-199002.html https://www.bloomberg.com/news/articles/2025-07-29/microsoft-s-access-to-openai-tech-is-focus-of-contract-talks 15:17 Funding: OpenAI vs. Anthropichttps://www.nytimes.com/2025/08/01/business/dealbook/openai-ai-mega-funding-deal.htmlhttps://www.cnbc.com/2025/08/05/openai-talks-with-investors-about-share-sale-at-500-billion-valuation.html 17:20 Nvidia Chip-Export an China Pay-to-Play unter Trumphttps://www.heise.de/news/KI-Chips-fuer-China-AMD-und-Nvidia-beteiligen-US-Regierung-an-den-Einnahmen-10516004.html 20:15 Sonos Preiserhöhungen: Globale Steigerung durch Zöllehttps://www.heise.de/news/Wegen-US-Zoellen-Sonos-kuendigt-Preiserhoehungen-an-10512538.html22:17 Tesla stellt Dojo-Projekt einhttps://the-decoder.de/am-ende-gewinnt-wieder-nvidia-tesla-gibt-ki-vision-mit-dojo-auf/ https://fortune.com/2023/09/11/tesla-market-value-surge-500-billion-dojo-supercomputer-morgan-stanley/ 24:50 Google DeepMind: Genie 3https://deepmind.google/discover/blog/genie-3-a-new-frontier-for-world-models/https://techcrunch.com/2025/08/05/deepmind-thinks-genie-3-world-model-presents-stepping-stone-towards-agi/

00:15 Figma IPO und Marktanalysenhttps://finance.yahoo.com/news/figma-indicated-112-above-ipo-152947660.htmlhttps://techcrunch.com/2025/07/30/figmas-ipo-price-hit-a-19-3b-valuation-out-of-the-gate/https://www.nytimes.com/2025/07/31/technology/figma-ipo.htmlhttps://techcrunch.com/2025/08/02/lina-khan-points-to-figma-ipo-as-vindication-for-ma-scrutiny/09:29 Quartalszahlen:Meta: https://www.cnbc.com/2025/07/30/meta-q2-earnings-report-2025.html https://www.socialmediatoday.com/news/meta-outlines-performance-improvements-ads-algorithm-ai/756745/Microsoft: https://www.cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.htmlAmazon: https://www.cnbc.com/amp/2025/07/31/amazon-amzn-q2-earnings-report-2025.htmlApple: https://www.cnbc.com/2025/07/31/apple-aapl-q3-earnings-report-2025.html 19:05 AI-Investitionen: Meta-Milliarden für Entwicklerhttps://www.wsj.com/tech/ai/meta-zuckerberg-ai-recruiting-fail-e610755528:34 Die Frage der One-Person-Unicorn-Company31:25 Wachstumszahlen Anthropic und OpenAIhttps://www.theinformation.com/articles/anthropic-revenue-pace-nears-5-billion-run-mega-roundhttps://www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users34:33 Finanzierungsherausforderungen in der AI-Industrie37:19 Amazon und die Zukunft der Unterhaltunghttps://variety.com/2025/digital/news/netflix-of-ai-amazon-invests-fable-showrunner-launch-1236471989/45:56 Neues Unicorn aus Berlin: n8nhttps://techfundingnews.com/n8n-automation-unicorn-valuation-1-5-billion/https://bebeez.eu/2025/08/02/ai-agent-startup-n8n-seeks-1-5bn-valuation-amid-vc-bidding-war/https://techcrunch.com/2025/03/24/fair-code-pioneer-n8n-raises-60m-for-ai-powered-workflow-automation/49:45 Selbstentwicklung von AI und ihre Implikationenhttps://arxiv.org/abs/2507.18074https://www.ikangai.com/ai-just-declared-humans-the-bottleneck-in-research-and-built-a-system-to-fix-it/54:20 NotebookLM und die Zukunft des Lernenshttps://blog.google/technology/google-labs/notebooklm-video-overviews-studio-upgrades/https://techcrunch.com/2025/07/29/googles-notebooklm-rolls-out-video-overviews/58:07 Neues Sprachmodell GLM 4.5https://z.ai/blog/glm-4.5https://huggingface.co/zai-org/GLM-4.5https://venturebeat.com/ai/chinese-startup-z-ai-launches-powerful-open-source-glm-4-5-model-family-with-powerpoint-creation/01:00:31 Trumps ökonomische Experimente und ihre Folgenhttps://www.businessinsider.com/us-recession-economy-tariffs-immigration-policy-jobs-data-bls-trump-2025-8https://www.forbes.com/sites/suzannerowankelleher/2025/07/03/us-tourism-lose-29-billion-trump-policies/https://archive.ph/2025.08.03-112137/https://www.economist.com/leaders/2025/08/01/donald-trump-thinks-hes-winning-on-trade-but-america-will-lose https://amp.cnn.com/cnn/2025/08/01/economy/us-jobs-report-july https://www.nytimes.com/2025/08/03/opinion/trump-bls-fired-labor-jobs-data.htmlhttps://www.nytimes.com/2025/08/04/opinion/columnists/friedman-trump-labor-firing.htmlhttps://www.wsj.com/politics/policy/the-economist-trump-targeted-over-rigged-jobs-data-47657457https://www.wsj.com/finance/investing/trump-bls-firing-jobs-data-wall-street-0800b24dhttps://www.economist.com/graphic-detail/2025/03/14/ten-indicators-of-whats-going-on-with-americas-economyhttps://www.rawstory.com/paul-krugman-2673800091/01:08:20 Psilocybin: Regulierung und gesellschaftliche Diskussionhttps://psychedelicalpha.com/news/germany-establishes-eus-first-psilocybin-compassionate-access-programhttps://psychedelicstoday.com/2025/07/31/psilocybin-enters-german-psychiatry-a-clinical-milestone-for-mental-health/01:11:57 Buchbesprechung: Bitter Sweet von Susan Cain