PODCAST · business
Zurück zur Zukunft - Tech-News und Business Models
by Zurück zur Zukunft - Tech-News und Business Models
Nicht nostalgisch an Vergangenem kleben, sondern optimistisch die Zukunft gestalten: Zurück zur Zukunft! Denn: Institutionen werden immer versuchen, die Probleme zu erhalten, für die sie die Lösung sind (Clay Shirky).Wir fassen daher seit 2019 jede Woche die wichtigsten Entwicklungen im technologischen Umfeld zusammen und ordnen ihre Konsequenzen für Unternehmen und die Gesellschaft ein. Jeden Dienstag neu!Als Unternehmer aus Berlin befassen wir uns seit 1995 intensiv mit dem Internet und den technologischen Entwicklungen: als Gründer von Internet-Startups, Autoren von Büchern über künstliche Intelligenz und den digitalen Wandel und Keynote-Speaker auf Konferenzen. Mit der von uns gegründeten Digitalstrategieberatung CREATIVE CONSTRUCTION unterstützten wir seit 2011 eine Vielzahl von Unternehmen dabei, ihre Zukunft im digitalen Umfeld neu zu gestalten. Diese wurde im März 2020 von der Technologie- und Managementberatung Capco akquiriert.In nur wenigen Jahren hat das Internet nicht n
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#384 | Amodei, Altman und Musk sind sich ausnahmsweise einig und fordern Tempolimit, außerdem Meta Muse, Finanzierungsrunde von Mistral und Bending Spoons nächste Akquisition
00:15 Einführung04:40 Almodei fordert die Drosselung der KI-Entwicklung, Altman und Musk stimmen zuhttps://www.axios.com/2026/09/12/anthropic-ai-amodei-pacinghttps://fortune.com/2026/09/09/anthropic-researcher-resigns-warn-ai-companies-gambling-with-lives/https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/https://podcasts.apple.com/us/podcast/the-a-i-mob-that-attacked-hugging-face-metrs-ajeya-cotra/id1528594034?i=100078783713628:41 Ökonomische Szenarien und AI-Einfluss auf das BIPhttps://www.anthropic.com/institute/econ-scenarioshttp://backreaction.blogspot.com/2026/09/i-was-offered-money-to-tell-you-ai-will.html37:04 OpenAI hat ein 90 Jahre altes Mathematikproblem gelösthttps://www.quantamagazine.org/ai-has-solved-one-of-maths-1-million-millennium-prize-problems-20260908/41:30 Ein KI-Entwickeltes Lungenmedikament macht Menschen biologisch jüngerhttps://www.medicalnewstoday.com/articles/ai-designed-lung-disease-drug-lowers-biological-age-markers-early-trial44:33 Meta Muse und der Hype rund um persönliche Agentenhttps://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/53:40 Mistrals Finanzierungsrunde und die europäische Tech-Landschafthttps://techcrunch.com/2026/09/08/mistral-raises-e3b-as-sovereign-ai-becomes-big-business/https://www.handelsblatt.com/technik/ki/ki-es-gibt-eine-andere-moeglichkeit-als-zu-google-zu-gehen/100252652.htmlhttps://www.youtube.com/watch?v=daNcnpTBXWM01:04:37 Bending Spoons kauft Mirohttps://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-miro01:12:31 Buchempfehlung: Daniel Kehlmann, Lichtspiel, und Yishai Sarid, Chamäleon.https://www.rowohlt.de/buch/daniel-kehlmann-lichtspiel-9783498003876https://www.perlentaucher.de/buch/yishai-sarid/chamaeleon.html
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#383 | KI-Model-Ermüdung, Cyber-Inflation, Berlins Cyber-GAU, KI-Produktivitätsbremsen
00:33 Neue KI-Modelle und Update-Fatiguehttps://www.cnbc.com/2026/09/06/meta-google-openai-anthropic-ai-model-fatigue.html04:17 Zunahme kritischer Cyber-Vulnerabilities und Statistikenhttps://www.a16z.news/p/chart-of-the-week-experience-skills08:36 Hackerangriffe auf Berliner Landesämter und deren Folgenhttps://www.golem.de/news/berlin-bsi-warnt-nach-datenveroeffentlichung-durch-hacker-vor-erhoehter-gefahr-2609-212686.htmlhttps://www.tagesspiegel.de/berlin/14-millionen-dateien-aus-berliner-it-netz-erbeutet-hacker-veroffentlichen-geheime-daten-fur-den-verteidigungsfall-als-download-16015921.htmlhttps://www.golem.de/news/berliner-verwaltungsdaten-geleakt-der-daten-super-gau-aus-der-hauptstadt-2609-212694.html https://x.com/PeterTiede/status/2096663305196798131 https://www.rbb24.de/politik/beitrag/2026/09/berlin-hackerangriff-schutz-software-streit-senat-bezirke.htmlhttps://www.golem.de/news/hackerangriff-in-berlin-bezirk-verweigert-einsatz-von-crowdstrike-2609-212690.htmlhttps://www.euronews.com/next/2026/09/05/berlin-cyberattack-hackers-leak-highly-sensitive-data-across-dark-web17:28 KI und Produktivitätszuwächse in Unternehmenhttps://lazy-fox.ai/blog/why-ai-transformations-fail.html
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#382 | $18 Mrd. Meta-Vergleich, Nvidia kauft Hugging Face, Anthropic MHS, Quartalszahlen Nvidia, CrowdStrike, Salesforce
02:27 – Der große Meta-Vergleich: 18 Milliarden statt einer BillionAP über KOB 4: Meta reaches landmark $18 billion settlement with states in trial over teen social media addictionFree Speech Center: Meta reaches landmark $18 billion settlementAP über KOB 4: Details des VergleichsTexarkana Gazette (AP): Meta reaches landmark $18 billion settlement17:49 – Nvidia kauft Hugging Face für 13 MilliardenCNBC: Nvidia agrees to buy Hugging Face for $12.9 billion, report saysTechCrunch: Nvidia closes in on Hugging Face acquisitionForbes: Nvidia Has Reportedly Agreed To Buy Hugging Face For $13 Billion19:46 – Nvidia investiert in PerplexityThe Information: Nvidia Discusses Perplexity Investment at $30 Billion-Plus ValuationReuters über Yahoo Finance: Nvidia discusses Perplexity investment at $30 billion-plus valuation24:30 – WSJ: Nvidias Rechenzentrums-Deals und die WettbewerbsfrageTechstrong.ai: NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust ScrutinyTNW: Nvidia has paused parts of the revenue-sharing programme it launched in JulyTom's Hardware: Nvidia denies pausing AI cloud commitments initiative after reported partner backlash27:36 – Anthropic: 30 Billionen TAM und die MHS-Ankündigung — mit AgnieszkaAnthropic: Previewing the Model Hardware StandardCNBC: Anthropic pushes into physical world with new standard to help AI agents operate machinesFortune: Anthropic makes first move into physical AI with universal standardThe Register: Anthropic proposes plumbing spec to link AI agents to lab kit and robotsFortune: Anthropic's $30 trillion market size estimate is outlandish. That may be the point.Quartz: Anthropic pitches IPO investors on $30 trillion market opportunity38:23 – Nvidia-Quartalszahlen: der Ausbruch aus dem NegativstrudelCNBC: Nvidia earnings takeaways – Huang forecasts 70% fiscal 2028 revenue growth, far above estimatesKiplinger: Nvidia Earnings – Updates and Commentary August 2026Motley Fool: Nvidia (NVDA) Q2 2027 Earnings Call TranscriptCNBC: Huang forecasts 70% fiscal 2028 revenue growth47:17 – CrowdStrike: Cybersecurity als Boom-MarktStockStory über FinancialContent: CrowdStrike Surprises With Q2 CY2026 Sales, Stock Jumps 11.7%Timothy Sykes: CrowdStrike Stock Jumps As AI Security Fuels Record Growth49:44 – SaaS-Apokalypse? Salesforce-Zahlen und AgentforceCNBC: Salesforce stock jumps 18% on AI growth and Anthropic investment gainCNBC: Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skepticsTechTimes: Salesforce Launches Claudeforce, Posts Four-Year Revenue High as AI Threat Thesis CollapsesMotley Fool: Here's Why Salesforce Stock Soared Today
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#381 | Moderna Krebsimpfung, Age of Always On, OpenAI-Stopp und IPO-Plan, Qwen 3.8, Cybersecurity, Google kauf Airline
00:00 Intro00:16 Themenüberblick der Woche04:26 Moderna & Merck: Personalisierte Krebsimpfung besteht Phase 3Dermatology Times: Personalized mRNA-Based Melanoma Vaccine Meets Primary Endpoints13:49 Age of Always On: Meta Ray-Ban und der KipppunktEFF/State of Surveillance: Meta Shipped Facial Recognition Code to Millions of Ray-BansNext Reality: Meta Ray-Ban Glasses Facial Recognition Quietly Removed After Outcry17:24 ICE verbietet Mitarbeitern die Meta-BrilleEngadget: ICE agents can't wear Meta glasses while they work, official memo warnsGizmodo: Even ICE Thinks Smart Glasses Are a Privacy Liability19:49 Apple: AirPods mit KameraMacRumors: Apple's Camera-Equipped AirPods Confirmed – See Them in ActionTechCrunch: Apple's new macOS update reportedly contains a video of AirPods with a camera23:15 Voice-Recorder als eigene Hardware-Kategorie: Plaud, Pocket & Co.TechCrunch: Pocket raises $11M in bet on rising demand for AI note-taking devicesAI Chat Daily: Plaud crosses $100M ARR after shipping 2M AI notetakers27:36 Heimlich mitschneiden: Recht, Ethik und Note-TakerTechTimes: AI Voice Recorder Raises $11M – Using It Without Consent Is a Felony in These States31:41 Always On im Unternehmen: Real-Time-Steuerung und Second Order Effects38:30 OpenAI zieht die Handbremse: Trainingsstopp und Modell AstraOpenAI: Pacing model development in an era of cyber-critical capabilitiesAxios: OpenAI Astra may have hit critical cyber threshold, prompting safety overhaulForbes: OpenAI Paused AI Training For Two Weeks – Here's What That Means41:46 Alibaba Qwen 3.8: Frontier-Niveau als Open SourceMarkTechPost: Alibaba Qwen Releases Qwen3.8-MaxOpen Source For You: Alibaba Debuts Frontier-Scale Open Source Qwen3.8-Max43:12 Cybersecurity: Wenn Patch Day zu Exploit Day wirdPlain English Podcast mit Alex StamosCyberScoop: Security leaders say the next two years are going to be 'insane' (Mandia, Stamos, Adamski)SecurityWeek: August 2026 Patch Tuesday – Microsoft Fixes 421 CVEs, One Exploited Zero-Day48:40 OpenAI: Datenschutz für GeschäftskundenHelp Net Security: OpenAI previews privacy-focused system for detecting AI misuseDigital Trends: OpenAI wants to monitor AI abuse without forcing customers to hand over their data52:05 ChatGPT "Computer History": Keylogger als FeatureThe Decoder: OpenAI's Computer History turns your clicks and keystrokes into a searchable ChatGPT memory timelineTNW: OpenAI's new ChatGPT feature logs your keystrokes and stores them in plain text54:56 OpenAI: Börsengang 2027, Zahlen und WerbungCNBC: OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employeesTechnology.org: OpenAI Cuts GPT-5.6 Sol Developer Pricing by More Than 20%Neowin: OpenAI expands ChatGPT ads to 31 European markets58:35 ChatGPT for Teens und ElternkontrolleOpenAI: Introducing ChatGPT for TeensOpenAI: Introducing parental controlsgHacks: OpenAI Launches ChatGPT for Teens With Study-Focused Features1:02:52 Google kauft die Daten der bankrotten Spirit AirlinesAxios: Google buys Spirit Airlines emails, chats, documents out of bankruptcyForbes: Google Paying $10 Million For Spirit Airlines' Data To Train AI1:05:03 Daten als Gold: Mercor, Simple Closure & MonetarisierungFast Company: Shuttered startups are selling old Slack chats and emails to AI companies1:10:39 Digitale Zwillinge: Harvard klont DozentenTechCrunch: Harvard's $699 startup bootcamp offers AI avatars of its instructors1:13:18 Pew Research: Wie viel des Internets schreibt die KI?Pew Research Center: How Much of the Internet Is Written With AI?TechCrunch: A third of web pages published since ChatGPT launched were written by AI1:18:37 Buchempfehlung: "Don't Be Evil"1:23:57 Buchverkäufe im KI-Zeitalter – und Amazons Buchschreddertim.blog: Has AI Already Killed How-To Nonfiction? Sales Trends, My Personal Data, and What It Might Mean404 Media: We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training Facility
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#380 | Anthropic watermarkt Claude und geht vor OpenAI an die Börse, Grok Bot & DeepSeek Harness, Truth API: Insider-Trading im Abo
00:15 Einführung04:15 Unsichtbare Tinte für KI-Text: Anthropic watermarkt Claudehttps://www.anthropic.com/news/claude-text-watermarkhttps://the-decoder.com/anthropic-announces-watermark-detection-api-that-will-let-third-parties-detect-claudes-ai-texts/https://www.pangram.com/blog/what-does-your-ai-detection-score-meanhttps://www.forbes.com/sites/jonmarkman/2026/08/13/anthropic-eyes-2-trillion-in-october-ipo-a-record-breaking-debut/32:02 Suno watermarkt Songs, Spotify labelt KI-Künstlerhttps://techcrunch.com/2026/08/06/amid-legal-battles-suno-says-it-will-start-watermarking-songs/https://techcrunch.com/2026/08/11/spotify-will-label-ai-persona-profiles-and-exclude-their-music-from-recommendations/38:44 Das Wort der Woche: Harness. Grok Bot und DeepSeek Harnesshttps://deepseek.com/harness/en/https://thenewstack.io/deepseek-harness-open-source-plugins/https://docs.x.ai/grok-bot/computer-and-appshttps://arxiv.org/abs/2606.1010648:15 Neues open-weight Modell von Meta und ein Manifest von Mark Zuckerberghttps://www.meta.com/thefutureisforeveryone/https://www.axios.com/2026/08/10/zuckerberg-ai-manifesto-metahttps://nmdoj.gov/press-release/court-orders-meta-to-pay-942-million-and-overhaul-protections-for-children-on-facebook-and-instagram-in-landmark-new-mexico-ruling/56:56 WorldClaw: Tencent baut 3D-Welten und benutzt Claude als Gehirnhttps://arxiv.org/abs/2608.05248https://tencent-hunyuan.github.io/Hunyuan3D-WorldClaw/59:10 Die Neuausrichtung von Mistralhttps://www.digitalapplied.com/blog/mistral-hosts-rival-open-models-regional-endpoints-2026https://techcrunch.com/2026/03/30/mistral-ai-raises-830m-in-debt-to-set-up-a-data-center-near-paris/01:01:58 Gebärdensprache auf dem Handy: Googles SL2Thttps://deepmind.google/blog/putting-sign-language-ai-into-users-hands/01:03:09 Wo geht's hin mit Lovable, Workday und Canvahttps://techcrunch.com/2026/08/12/lovable-confirms-new-13-3b-valuation-raises-another-400m/https://www.axios.com/2026/08/14/silver-lake-workday-take-privatehttps://cryptobriefing.com/canva-cuts-revenue-forecast-ai-costs/01:10:32 Truth APIhttps://www.cnn.com/2026/08/11/business/wall-street-trump-truth-socialhttps://fortune.com/2026/08/12/trump-media-truth-api-insider-trading/01:14:22 Buchempfehlung: Der Mann, der seine Frau mit einem Hut verwechseltehttps://www.oliversacks.com/oliver-sacks-books/the-man-who-mistook-his-wife-for-a-hat/
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#379 | Google KI-Reorganisation, Anthropic-Chips, Meta-KI, Bending Spoons + Airtable, Shopify, Atlassian, MySpace
00:15 – Intro: Die Themen der Woche im Überblick03:29 – Google-Beben: Jeff Dean gründet Startup, Demis Hassabis übergibt das TagesgeschäftGoogle's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO (CNBC)Jeff Dean and other top AI researchers are leaving Google to launch their own startup (TechCrunch)Demis Hassabis' new Google DeepMind role explained (CNBC)06:31 – DeepMinds Anfänge & warum Google die Sprachmodell-Welle verpassteThe Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence – Sebastian Mallaby (Penguin Random House)The Infinity Machine (Goodreads)14:27 – Braucht Google überhaupt das führende KI-Modell? „Good enough" reicht vielleicht schon16:36 – Der Exodus: Noam Shazeer zu OpenAI, John Jumper zu AnthropicGoogle Gemini co-lead Noam Shazeer leaves for OpenAI (CNBC)Star Google Researcher Joins OpenAI in Coup for ChatGPT Creator (Bloomberg)Nobel laureate John Jumper is leaving DeepMind for rival Anthropic (TechCrunch)20:04 – Jeff Deans neues Startup „Discovery Loop": KI automatisiert die wissenschaftliche MethodeJeff Dean Leaves Google to Automate the Scientific Method With Discovery Loop (Unite.AI)Jeff Dean leaving Google after 27 years to co-found Discovery Loop (Quartz)21:55 – Anthropic baut eigene Chips: Gespräche mit SamsungAnthropic in Talks With Samsung to Manufacture Custom AI Chip (The Information)29:00 – Wettrüsten ums „gefährlichste" KI-Modell: OpenAI, Anthropic und jetzt auch MetaDéjà Vu? Meta's AI Escapes Testing Lab in Hacking Joyride (Dark Reading)Meta AI breaches external firm during security testing sandbox error (NPR)32:46 – NVIDIAs „Open Secure AI Alliance": Verteidiger brauchen auch Frontier-KIIndustry Leaders Join Open Secure AI Alliance for AI Safety and Security (NVIDIA Blog)NVIDIA Forms 37-Member Open Secure AI Alliance and Open-Sources NOOA Framework (The Hacker News)Nvidia, SpaceX, Microsoft launch AI safety initiative as OpenAI cyberattack fallout continues (CNBC)34:09 – Palo-Alto-Networks-CEO Nikesh Arora: Sind die Modell-„Ausbrüche" nur PR?20VC: Palo Alto Networks CEO Nikesh Arora – The Twenty Minute VC mit Harry Stebbings (Apple Podcasts)20VC: Palo Alto Networks CEO Nikesh Arora on How to Create and Sustain Competitive Advantage and Defensibility (Spotify)36:56 – Bending Spoons übernimmt Airtable für 1,3 Milliarden DollarBending Spoons makes first post-IPO acquisition with $1.3 billion Airtable deal (CNBC)Bending Spoons to buy Airtable for $1.28B (TechCrunch)45:47 – Shopify: KI-Traffic und -Bestellungen verdreifachen sichShopify Q2 2026 slides: AI commerce drives 3x traffic surge (Investing.com)Shopify's AI Traffic Triples as Shoppers Skip the Search Bar (PYMNTS)Shopify Credits AI for 34% Revenue Growth in Q2 2026 (Retail TouchPoints)49:47 – Atlassian: Quartalszahlen lassen Aktie um 35 % steigenHere's Why Atlassian Stock Surged 35% Last Friday (TIKR)Atlassian Earnings Call Highlights Cloud and AI Surge (The Globe and Mail)57:46 – Notion im KI-Zeitalter: Bleibt das „Second Brain" relevant?1:04:33 – MySpace-Comeback: Ein Social Network ohne AlgorithmusMySpace confirms it is coming back, without Myspace Tom (We Rave You)Myspace eyes comeback as an 'antidote' to social media fatigue — but it may be a long shot (CNBC)Myspace wants to sell you a feed without an algorithm. Brussels is about to make that mandatory anyway (The Next Web)1:12:50 – Buchempfehlung: „The Infinity Machine" von Sebastian MallabyThe Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence (Penguin Random House)sebastian mallabys new cfr book details the rise of deepminds demis hassabis (Council on Foreign Relations)
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#378 | Situational (Un)Awareness, MSFT, META, AMZN Quartalszahlen, OpenAI Presence, AI-Slop
00:01 – Intro: Die Themen der Woche im Überblick03:07 – Die AI-Wette in der Crunchtime05:25 – NVIDIAs 250-Milliarden-Dollar-Garantie für OpenAIs RechenzentrenNvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports (Yahoo Finance)Big Tech's AI Debt Binge Tests High-Grade Market, Barclays Says (Yahoo Finance)06:50 – Microsoft-Zahlen: Azure wächst 43 %, größter Tagesgewinn der GeschichteMicrosoft's stock has biggest one-day gain since 2008, adding $480 billion in market value (Fortune)Microsoft (MSFT) Q4 earnings report 2026 (CNBC)08:24 – Meta vs. Microsoft: Warum die Börse so unterschiedlich reagiertMeta's stock drops on disappointing guidance, dwindling free cash flow (CNBC)12:56 – Microsofts Klumpenrisiko: 625 Milliarden Dollar Auftragsbestand, 45 % davon OpenAIMicrosoft (MSFT) Q4 earnings report 2026 (CNBC)14:15 – Amazon-Zahlen: AWS wächst 37 %, Capex steigt auf 220 Milliarden DollarAmazon hikes 2026 capex to $220 billion due to higher memory costs (CNBC)AWS Backlog Hits $496B as Amazon Raises AI Spend to $220B and Capacity Runs Short (Tech Times)15:36 – Leopold Aschenbrenner: Vom KI-Wunderkind zum Margin CallHow Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days (CNBC)AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC)Timing - and task number one... https://x.com/dnapway/status/2082876150322540657 https://x.com/tbpn/status/208322645350903028527:30 – Larry Ellison und der historische Oracle-CrashOracle's stock crash looks embarrassing for billionaire founder Larry Ellison (Yahoo Finance)30:02 – Die zentrale Frage: Data-Center-Boom vs. Enterprise-Returnhttps://x.com/raph_dornano/status/2082164433548443726 32:31 – OpenAI Presence: Der Vorstoß in die UnternehmenIntroducing OpenAI Presence (OpenAI)OpenAI tries the consulting path with 'Presence', charging enterprises boots-on-the-ground prices to deploy agents (The Register)35:15 – Wer ist gefährlicher? Anthropic und OpenAI melden Modell-AusbrücheAnthropic's Claude AI Broke Into Three Companies During Security Tests (Forbes)After OpenAI disclosure, Anthropic says Claude also hacked outside systems (Al Jazeera)38:25 – "Prompt Injection als Role Confusion": Warum Sprachmodelle sich nie ganz absichern lassenPrompt Injection as Role Confusion (arXiv)Interesting Paper Exploring Prompt Injection (Schneier on Security)Security researchers tricked LLMs into giving them cocaine recipes by abusing role models for prompt injection (The Register)44:26 – Satya Nadellas Datenparadox: Was ist das IP eines Unternehmens in der AI-Ära?https://lazy-fox.ai/blog/nadella-reverse-paradox.html46:32 – EU AI Act: Kennzeichnungspflicht für KI-Inhalte seit 2. AugustThe EU AI Act's Transparency Rules: A Practical Guide to Article 50 (artificialintelligenceact.eu)EU AI Labeling Rules Start August 2: What Article 50 Requires (progressiverobot.com)52:45 – LinkedIns neuer "Seems like AI Slop"-ButtonLinkedIn adds a button to report AI-generated 'slop' (TechCrunch)LinkedIn adds a 'seems like AI slop' button after blocking billions of automated comment attempts (Fortune)54:30 – Der geplatzte Buchdeal und die Frage: Was ist eigentlich "Slop"?Seven-Figure Book Deal Cancelled Over AI Suspicions Raises Questions About AI Guardrails (Publishers Lunch)1:03:28 – Jack Dorseys "Buzz": Ein KI-nativer Slack-HerausfordererJack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents (TechCrunch)1:08:35 – Google stellt Gemini Robotics ER 2 vorIntroducing Gemini Robotics ER 2 (Google Blog)Gemini Robotics 2 Expands Google's AI Capabilities for Humanoid Robots (Bloomberg)1:10:25 – Travis Kalanick: 1,7 Milliarden Dollar für Robotik-Startup AtomsTravis Kalanick's robotics company raises $1.7B, led by a16z (TechCrunch)1:11:41 – Buchempfehlung: "Der Gang vor die Hunde" von Erich Kästner
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#377 | OpenAI bricht aus und bei Hugging Face ein, Destillationsstreit mit China, Opus 5 und Anwälte gegen selbstfahrende Autos
00:15 Einführung04:27 OpenAIs Model haut aus dem Testkäfig ab und hackt Hugging Facehttps://www.theguardian.com/technology/2026/jul/22/openai-says-its-models-went-rogue-and-hacked-startup-in-unprecedented-incidenthttps://huggingface.co/blog/security-incident-july-2026https://openai.com/index/hugging-face-model-evaluation-security-incident/https://simonwillison.net/2026/Jul/22/openai-cyberattack/https://time.com/article/2026/07/24/openai-hugging-face-attack/https://epoch.ai/gradient-updates/openai-accidentally-hacked-hugging-face15:45 Sanktionen gegen Chinesische LLMs und die Frage der Legalität der Destillationhttps://techcrunch.com/2026/07/22/treasury-threatens-sanctions-after-white-house-claims-moonshot-distilled-anthropics-fable/https://techcrunch.com/2026/07/23/experts-say-exploiting-anthropics-fable-isnt-how-kimi-k3-got-so-good/https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/https://www.nytimes.com/2026/07/25/technology/open-source-silicon-valley-china.htmlhttps://simonwillison.net/2026/Jul/16/kimi-k3/25:24 Google Quartalszahlen und neue, günstigere Modellehttps://9to5google.com/2026/07/22/alphabet-q2-2026-earnings/https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-6-flash-3-5-flash-lite-3-5-flash-cyber/https://techcrunch.com/2026/07/21/google-releases-three-new-gemini-models-but-no-3-5-pro/https://artificialanalysis.ai/models/gemini-3-6-flash34:14 Anthropic: Opus 5 schlägt Fable in fast allen Benchmarkshttps://www.anthropic.com/news/claude-opus-5https://platform.claude.com/docs/en/build-with-claude/prompt-engineering/prompting-claude-opus-5https://simonwillison.net/2026/Jul/24/introducing-claude-opus-5/https://support.claude.com/en/articles/12512198-how-to-create-custom-skillshttps://www.buseybench.com/48:11 Kleine Firmen und KI: nicht Entlassungswelle, sondern Notwehrhttps://www.theguardian.com/business/2026/jul/26/small-businesses-aihttps://ec.europa.eu/eurostat/statistics-explained/index.php?title=Use_of_artificial_intelligence_in_enterpriseshttps://www.bitkom.org/Presse/Presseinformation/Digitalisierung-der-Wirtschaft-Unternehmen-beschaeftigen-sich-mit-KIhttps://www.ifo.de/pressemitteilung/2026-06-16/selbstaendige-setzen-staerker-auf-kuenstliche-intelligenzhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=524092456:00 About You schließt im Oktober das Fotostudio und generiert Produktbilder mit KIhttps://www.ibusiness.de/aktuell/db/653402sh.htmlhttps://www.scayle.com/studios/58:24 Warum sich Prozessanwälte gegen die selbstfahrenden Fahrzeuge währenhttps://marginalrevolution.com/marginalrevolution/2026/07/trial-lawyers-lobby-against-autonomous-vehicles.htmlhttps://waymo.com/safety/impact/01:02:11 Buch der Folge: Inside the Box — David Epsteinhttps://davidepstein.com/inside-the-box/https://www.penguinrandomhouse.com/books/737494/inside-the-box-by-david-epstein/
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#376 | Börsenbeben, Kimi K3 aus China, Anthropic mietet bei Meta und eine tone-deaf Claude-Werbung
00:15 Einführung04:41 Volatilität an den Märkten und deren Auswirkungenhttps://www.nytimes.com/2026/07/17/business/stocks-ai-tech-wall-street.htmlhttps://thehill.com/policy/technology/5624075-ai-bubble-market-volatility/12:27 China holt massiv auf: Kimi K3 nur knapp hinter Fable und GPT 5.6https://techcrunch.com/2026/07/16/moonshots-upcoming-kimi-3-is-expected-to-close-the-gap-with-anthropics-opus-4-8/https://www.cnbc.com/2026/07/17/moonshot-ai-kimi-k3-model-openai-anthropic-china.htmlhttps://simonwillison.net/2026/Jul/16/kimi-k3/https://the-decoder.com/kimis-open-model-k3-nears-gpt-5-6-sol-and-fable-5-while-signaling-the-end-of-super-cheap-chinese-ai/https://www.linkedin.com/feed/update/urn:li:activity:7485227891765665792/19:47 Inkling: ein Modell, das absichtlich nicht das beste isthttps://thinkingmachines.ai/news/introducing-inkling/https://techcrunch.com/2026/07/15/thinking-machines-amps-up-its-bet-against-one-size-fits-all-ai-with-its-first-open-model-inkling/https://artificialanalysis.ai/articles/thinking-machines-has-released-inkling-the-new-leading-u-s-open-weights-model25:28 Die Compute-Rechnung: wer gewinnt langfristig?https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.htmlhttps://www.cnbc.com/2026/07/17/anthropic-meta-ai-compute.htmlhttps://www.bloomberg.com/news/articles/2026-05-20/anthropic-to-pay-spacex-nearly-45-billion-for-computing-dealhttps://www.axios.com/2026/05/14/anthropic-claude-price-openai-tokens31:12 Loop engineering: wie machen wir das bei mikahttps://tech-blog.getmika.de/posts/notes-from-an-autonomous-build/43:10 Grok kopiert ganze Entwickler-Repositorieshttps://cybernews.com/ai-news/grok-build-git-repository-upload/https://thehackernews.com/2026/07/grok-build-uploads-entire-git.htmlhttps://thenextweb.com/news/grok-build-uploaded-entire-git-repositories-secrets48:14 Claude: integrierter Browser und 1Passwordhttps://code.claude.com/docs/en/whats-newhttps://1password.com/blog/1password-for-claudehttps://techcrunch.com/2026/07/14/openais-first-hardware-device-is-reportedly-a-screenless-speaker-that-can-move/56:10 Wohin entwickelt sich die Google KI?https://techcrunch.com/2026/07/16/googles-ai-mode-now-lets-you-link-and-interact-with-select-apps/https://techcrunch.com/2026/07/16/google-continues-its-renaming-streak-by-turning-notebooklm-to-gemini-notebook/https://9to5google.com/2026/06/30/notebooklm-short-video-overviews/https://techcrunch.com/2026/07/16/google-vids-now-lets-you-star-in-your-own-ai-videos/https://www.axios.com/2026/07/10/meta-ai-image-consenthttps://theaiinsider.tech/2026/07/13/meta-removes-controversial-instagram-ai-photo-feature-following-widespread-backlash/01:00:34 AGI, dysthopische Claude-Werbung und institutioneller Handlungsbedarfhttps://digitaleconomy.stanford.edu/news/wemustactnow/https://demishassabis.substack.com/p/a-framework-for-frontier-ai-and-the-dawning-of-a-new-agehttps://time.com/article/2026/07/16/anthropic-ai-marketing-advertisement/https://techcrunch.com/2026/07/14/anthropics-newest-ad-is-creeping-people-out/01:08:32 Prominente Übernahmepläne von Stripe und Uberhttps://techcrunch.com/2026/07/15/stripe-and-advent-reportedly-offered-to-buy-paypal-for-around-53-4b/https://www.sec.gov/Archives/edgar/data/0001543151/000155278126000382/e26302_ex99-1.htm01:11:57 Buchbesprechung: After Nationshttps://www.penguinrandomhouse.com/books/536696/after-nations-by-rana-dasgupta/https://www.newstatesman.com/culture/books/2026/03/in-time-of-the-breaking-of-nation-states
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#375 | RAISE, Nadellas AI-Strategie, OpenAI 5.6 Sol, Anthropic, Grok 4.5, Meta Muse Spark, Open Source, NATO Kill Web
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
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#374 | Fable ist zurück, Trump casht Krypto-Milliarden, OpenAI will der Regierung 5% schenken, Bending Spoons' 18-Milliarden-IPO
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
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#373 | AI-Regulation und Souveränität, OpenAI IPO, Claude Tag, Google-AI-Exodus
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
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#372 | Die Konsequenzen von Fable-Bann, KI-Bosse bei G7, Midjourney baut Körperscanner und Spas
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
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#371 | Elon = SpaceX-Billionär, Anthropic-Fable-Blockade, AI-Backlash, OpenAI-Preiskrieg?
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/
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#370 | IPO-Mania: SpaceX, Anthropic; Google +$85 Mrd., Jensen Huang treibt Märkte, Meta Gesichtserkennung, Microsoft Dev Konferenz, EU-Souveränität, Krypto-Bust
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
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#369 | Päpstliche KI-Enzyklika, $500 Mio Token-Rechnung und doch keine Job-Apokalypse
00:15 Einführung04:18 Papst stellt seine KI-Enzyklika vorVatikan — Magnifica Humanitas VolltextWashington Post — Anthropic aligns with VaticanCNN — Pope Leo on AI fueling warfareNational Catholic Register — 15 Quotes aus der EnzyklikaAnthropic — Chris Olah's remarks12:01 Anthropic schließt 65-Milliarden-Runde (jetzt aber wirklich) und bringt Opus 4.8 rausTechCrunch — Anthropic raises $65BBloomberg — Anthropic to close $30B roundAnthropic — Introducing Claude Opus 4.8TechCrunch — Opus 4.8 with dynamic workflow toolSiliconAngle — Anthropic launches Opus 4.8, raises $65B21:33 Doch keine Jobapokalypse laut Sam Altman, Dario Amodei und Jensen HuangTime — Sam Altman walks back AI jobs apocalypseFortune — Altman & Amodei walking backFortune — Amodei reframes via JevonsEntrepreneur — Huang on lazy AI-layoff excuseTheStreet — Huang's blunt message28:32 Aus Versehen 500 Millionen an Tokens im Monat ausgegeben?Tom's Hardware — Mystery company blew $500M on Claude in a monthCassie Kozyrkov — Oops, $500M on AI in one month (Medium)byteiota — How agentic loops break enterprise budgets33:03 Vom Stunden- zu Outcome: wie verrechnet man Consulting-Arbeit? Und welche Moats gibt es noch?https://www.ft.com/content/8318a754-7b63-4f1f-8978-7691e7ed3511?syn-25a6b1a6=1https://a16z.com/avoiding-death-on-the-yellow-brick-road/ Hintergrund / weiterführend: The SaaS CFO — SaaSpocalypse, AI Agents, Vibe CodingForrester — SaaS as we know it is dead45:30 Meta's AI-Strategie und die Suche nach UmsatzTIKR — Meta Q1 2026: 33% Revenue Growth, $145B AI Investmenthttps://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools Medium — Meta spends like an AI leader, monetizes like an ad companyThe Motley Fool — Meta's AI strategy is working, but red flagsAdvanced Television — Meta ad revenue to hit $240bn in 2026TNW — Meta set to overtake Google in digital ad revenue 202652:02 Doch keine SaaS-Apokalypse?FinancialContent — Why April 2026 marks the end of the SaaS Apocalypsehttps://www.cnbc.com/2026/05/29/software-stocks-wrap-best-month-since-2001-as-talk-of-saaspocalypse-.html Taskade — The SaaSpocalypse: $285B WipedThemes ETFs — Will software stocks recover?Brocoders — The SaaS apocalypse explained53:26 Softbank will in Frankreich 75 Milliarden investierenCNBC — SoftBank plans 75 billion euros AI investment in FranceBloomberg — SoftBank to Build AI Data Centers in France With €75BTechCrunch — SoftBank up to €75B for French data centersTom's Hardware — Softbank to spend up to $87B on French AI data centersSoftBank Press — 5GW AI data center capacity in France55:33 Ferrari's E-Auto und die Herausforderungen der MarkeTop Gear — Ferrari Luce, Maranello's first fully electric carCNBC — I was at the Ferrari Luce EV launch before the backlashTechTimes — Ferrari Luce design backlashAutoevolution — How did we get to the Luce?59:02 Temu kassiert 200 Mio Euro EU-StrafeEU Commission Press ReleaseYahoo Finance — EU slapped Temu with $232M finePPC.land — Temu €200M DSA fineCross-Border Magazine — Temu EU ForecastEcommerce News EU — 12.5% more European users for Temu01:02:25 Interessante "Innovationen" aus China: Haustier-Übersetzer und Roboter-FrisöreOddity Central — Pet translator 95% accuracyIBTimes UK — Chinese startup AI collarDexerto — Chinese AI 95% pet translatorMEXC News — AI robot barber kiosks in ChinaRoboPhil — China AI robot barber kiosk01:06:40 Chinas Tech-Talent soll das Land nicht verlassenBloomberg — China limits overseas travel for AI talent at private firmsTechCrunch — China is increasingly keeping its best AI talent to itselfDecrypt — China imposes travel limits on AI workers at private firmsFortune Tech — China restricts AI talent01:08:22 Buchbesprechung: Der Mann ohne EigenschaftenWikipedia — Der Mann ohne Eigenschaftenberuhmte-zitate.de — Musil Möglichkeitssinnliteraturkritik.de — Reich-Ranicki über MusilORF — Musil und der Literaturpapst
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#368 | OpenAI gewinnt gegen Elon, SpaceX S-1, ARR-Tuning, Anthropic profitabel, Google I/O, Amazon, Spotify, Entlassungen
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
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#367 | OpenAIs Rechtsstreitigkeiten: Elon und Apple, Cerebras IPO, good news für Helsing, n8n und Parloa, Claude for Small Business
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
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#366 | SpaceX ❤️ Anthropic, Mythos ☠️ Cybersecurity, AI-Labs 👨💼 Consulting, SAP AI-Akquisition, OpenAI, Apple, Amazon, Scam Inc. 2.0
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
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#365 | Google gewinnt die Earnings Season, das Ende der Token-Subventionen, KI-Screener bevorzugen CVs vom selben Modell
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
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#364 | Apple ohne Cook, SpaceX mit Cursor, Cohere mit Aleph Alpha, Google + Amazon mit Anthropic, OpenAI mit 5.5 und Bildrevolution, Palantir mit Vogel
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
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#363 | Allbirds wird zur KI-Aktie ohne KI-Produkt, 1.000 neue menschliche Jobs bei Trade Republic, Claude greift Design-Tools an
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
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#362 | Mythos-Cyber-Threat & Glasswing, Anthropic überholt OpenAI, Sam Altman, Intercom Vertical Models, Meta, Perplexity Finance, Satoshi Nakamoto enttarnt?
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
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#361 | 🤖 Was im Claude Code Leak steckt, SpaceX Börsengang, das 1,8-Mrd.-2-Personen-Startup und OpenAIs Podcast-Kauf
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.
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#360 | OpenAI-Fokus, Anthropic Mythos, Google Turboquant, Mistral Vox, ElevenLabs-Commoditization, Big Tobacco Social Media
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
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#359 | 🖥️ Wer gewinnt den KI-Desktop-Krieg?, 🍎 Apple als Schaufelverkäufer, 🪦 Das Ende von Metaverse? und 🚨 Nächster 30 unter 30 Fraud
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
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#358 | AI im Krieg, LeCun mit $1 Mrd for AMI, Meta/xAI-Flop, McKinsey AI-Hack, AI-Releases
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
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#357 | Claude stürzt ChatGPT 🚀, AI-Startups kaufen = Geld verbrennen 🔥, SaaSpocalypse & Meta sieht alles 👓
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
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#356 | Anthropic versenkt Sektoren, Citrini-Szenario versenkt Märkte, Entlassungen bei Block, Pentagon cancelt Anthropic, Netflix ohne Warner
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
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#355 | ZDFs KI-Fail, OpenClaw's Vendetta, Pentagon vs. Anthropic, Metas Unsterblichkeits-Patent
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
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#354 | 🦍 Something big, 🦊 LazyFox AI, Anthropic, Seedance, Palantir, EU-Souveränität, BigTech-Privacy, Simile
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/
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#353 |🤖 OpenClaw entfesselt, 🔥 Claude Cowork erschüttert SaaS, 💥 OpenAIs Beef mit NVIDIA und Anthropic, xAI fusioniert mit SpaceX
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
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#352 | 🦞 Clawdbot, Anthropic, Google, Grok, Amazon-Entlassungen, Quartalszahlen
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
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#351 | 🤖 Anthropic vs. OpenAI, 💰 KI-Produktivität & Investitionen, Palantir & ICE, TikTok Deal
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
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#350 | Anthropic Healthcare + Cowork, AGI, Google Commerce Protocol, Tailwind, Replit, Parloa
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/
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#349 | NVIDIA und autonomes Fahren, die Auswirkungen von Claude Code, ChatGPT Health, Lawlessness is the Law in den USA, Fussball WM auf TikTok?
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
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#348 | Berlin-Blackout, Prediction Markets, Meta + Manus, Nvidia + Groq, AI-Moats, Grok, CBS
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
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#347 | Jahresrückblick 2025
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
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#346 | AI = Person of the year, Nvidia -> China, GPT 5.2, OpenAI + Disney, Cursor vs. Figma, Rivian-Chips, SpaceX IPO, Kalshi + Polymarket
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
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#345 | 🎬 Netflix kauft Warner Bros., Meta-Reißleine, 🔴 OpenAI Code Red & Anthropic IPO-Vorbereitung, 🐦 X EU Strafe
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.
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#344 | OpenAI, Nano Banana Pro, Flux.2, AI-Adoption, Scam-Haftung, GaiaX
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
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#343 | 📈 Nvidia-Achterbahn, 🤖 Gemini 3, Bezos' Physical AI, 🕵️♂️ Schatten-IT, Meta, ♂️ LinkedIn Bro-Boost
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/
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#342 | Google-Strafen, Gemini 3, Cursor AI-Strategie, OpenAI, Yann LeCun, China-AI & Hacks
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
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#341 | 💸 Big Short vs. AI, 🍎 Apple + Gemini-Siri, 🛰️ Google Suncatcher, 🤖 Amazon vs. Perplexity, 🔐 Unzer-Gründer verhaftet, 🎭 Meta Scam-Ads
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
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#340 | Nvidia > 🇩🇪 BIP, 💸 Big Tech Earnings, Nokia + AOL + PayPal, OpenAI IPO, Amazon-Jobs, Social Media Regulierung, Robots, Substrate
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
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#339 | 🔴 AWS-Ausfall, 🌐 OpenAI Atlas Browser, 👥 Meta & Amazon AI-Layoffs, 🤖 AGI doch noch 10 Jahre entfernt?
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
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#338 | OpenAI-Sexting + 5-Jahresplan, California AI-Regulation, Claude Skills, AI-Slop, Metas $1,5 Mrd.-Hire von Thinking Machines, Google Gemma Krebstherapie
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/
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#337 | 🤖 OpenAI - neues Betriebssystem?, 🎬 Sora 2 vs Grok Imagine, 💼 Deloitte AI-Skandal, 🏠 Figure 03 Haushaltsroboter, Polymarket + NYSE
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
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#336 | 🤓 Meta Vibes, OpenAI: 😱 Sora 2, $500 Mrd. Bewertung, Hardware, AMD Investment; 🍪 EU-Cookie-Banner
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/
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#335 | 💥 Nvidia AI Bubble, ☁️ SAP EU Cloud + Klage, 🎁 TikTok, OpenAI, Facebook-Dating, Threads > X, AI-Slop
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
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