Nvidia mit $5 Billionen Bewertung

https://finance.yahoo.com/news/jensen-huang-says-nvidia-visibility-213130540.html

Big Tech Quartalszahlen

• Alphabet: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
• Amazon: https://www.cnbc.com/2025/10/30/aws-q3-2025-earnings-report-amazon-cloud.html
• Microsoft: 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.html

• Meta: https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

AI-Investitionen

https://www.cnbc.com/2025/10/31/tech-ai-google-meta-amazon-microsoft-spend.html

https://www.wsj.com/tech/ai/big-tech-is-spending-more-than-ever-on-ai-and-its-still-not-enough-f2398cfe?st=RKNoR2&reflink=desktopwebshare_permalink

Blast 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.html

OpenAI IPO

https://www.threads.com/@carnage4life/post/DQig3f_DaSM https://archive.ph/thc09

Microsoft AI-Browser

Amazon-Entlassungen

Amazon Layoffs und Culture https://www.businessinsider.com/amazon-job-cuts-driven-by-culture-not-ai-says-ceo-2025-10

Social Media Regulierung

• China - nur für Experten: https://www.livemint.com/news/world/china-tightens-the-screws-influencers-now-need-degrees-to-speak-on-finance-health-law-11761619952479.html
• Australien - erst ab 16: https://www.bbc.com/news/articles/c89vjj0lxx9o
• Character AI - erst ab 18: https://www.bbc.com/news/articles/cq837y3v9y1o
• Grokipedia - nur für Red Pills: https://www.wired.com/story/elon-musk-launches-grokipedia-wikipedia-competitor/

Haus-Roboter aus Norwegen

https://sifted.eu/articles/1x-humanoid-robot-launch

Substrate ASML-Wettbewerber

https://www.reuters.com/world/asia-pacific/us-startup-substrate-announces-chipmaking-tool-that-it-says-will-rival-asml-2025-10-28/

Buchtipp: https://www.amazon.de/-/en/Eccentric-Orbits-Iridium-John-Bloom/dp/0802121683

00:00:15 Einführung

00:04:23 AWS-Ausfall und seine Auswirkungen

Quellen:

https://www.theguardian.com/technology/2025/oct/24/amazon-reveals-cause-of-aws-outage

https://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-crash

https://www.heise.de/news/AWS-Ausfall-Amazon-legt-vollstaendigen-Ursachenbericht-vor-10848208.html

00:13:15 OpenAI's Atlas Browser, Security-Issues, Guardrails

Quellen:

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 Coding

Quellen:

https://blog.google/technology/research/quantum-echoes-willow-verifiable-quantum-advantage/

https://www.nature.com/articles/s41586-025-09526-6

https://www.creativereview.co.uk/google-pixel-vanilla-smartphones/

https://venturebeat.com/ai/googles-new-vibe-coding-ai-studio-experience-lets-anyone-build-deploy-apps

00:43:12 Meta's AI-Strategien und Kündigungen im AI Bereich

Quellen: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.html

00:48:29 600 Tausend Jobs die bei Amazon nicht kreiertwerden

Quellen:  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 AGI

Quellen:https://www.dwarkesh.com/p/andrej-karpathy

https://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.html

01:00:48 Tesla und die Herausforderungen im Markt

Quellen:https://www.nytimes.com/2025/10/22/business/tesla-earnings-elon-musk.

htmlhttps://www.wsj.com/business/autos/tesla-tsla-q3-earnings-report-2025-653ea365

https://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-Wirtschaft

Quellen:

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/c1lqj5lz4geo

https://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-Gründer

Quellen:https://www.nytimes.com/2025/10/23/technology/trump-pardons-cz-binance.html

01:11:44 Buchempfehlung: The Body Keeps The Score

OpenAI: Wellbeing, Sexting, Lawfare, Warfare und 5-Jahresplan

• https://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/cpd2qv58yl5o

• https://www.theverge.com/news/799312/openai-chatgpt-erotica-sam-altman-verified-adults

• https://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-a2d3-4184c74bbaf7

GDP-Impact von AI

• https://x.com/jasonfurman/status/1971995367202775284?s=46&t=T9y087zSnCQkqr5DUvdATQ

AI-Regulierung in Kalifornien und Trumps/Sacks Antwort

• https://www.skadden.com/insights/publications/2025/10/landmark-california-ai-safety-legislation
• https://carnegieendowment.org/emissary/2025/10/california-sb-53-frontier-ai-law-what-it-does?lang=en
• https://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-o

Claude Skills

• 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-technology

Metas $1,5 Mrd. Hire: Andrew Tulloch, Thinking Machines

• https://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 Report

• https://agidefinition.ai/
• https://www.stateof.ai/2025-report-launch

Google Gemma mit Krebstherapie

• https://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/

00:15 Einführung

01:51 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.html

• https://venturebeat.com/ai/openai-dev-day-2025-chatgpt-becomes-the-new-app-store-and-hardware-is-coming

  https://stratechery.com/2025/openais-windows-play/

  https://techcrunch.com/2025/10/08/openais-nick-turley-on-transforming-chatgpt-into-an-operating-system

  https://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 Imagine

• https://www.tomsguide.com/ai/ai-image-video/i-tested-sora-2-vs-grok-imagine-with-7-challenging-prompts-and-theres-a-clear-winner

• https://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-media

32:01 AI-Slop in den Sozialen Medien und bei Deloitte

• https://www.cnn.com/2025/10/11/tech/openai-sora-2-meta-ai-slop-social-media

• https://www.vox.com/technology/464097/meta-openai-sora-slop-ai

• https://www.nytimes.com/2025/10/09/world/artificial-intelligence-slop.html

• https://www.theguardian.com/australia-news/2025/oct/06/deloitte-to-pay-money-back-to-albanese-government-after-using-ai-in-440000-report

• https://www.afr.com/companies/professional-services/deloitte-s-ai-scandal-shows-consultants-need-a-new-strategy-20251008-p5n0vx

38:35 Tiny Recursive Models: Effizienz in der KI

• https://www.forbes.com/sites/ronschmelzer/2025/10/09/samsung-ai-research-team-builds-a-tiny-model-with-big-powe/

• https://arxiv.org/abs/2510.04871

• https://medium.com/data-science-in-your-pocket/less-is-more-recursive-reasoning-with-tiny-networks-paper-explained-a4573708376d

41:40 Figure 03: Wird der Haushaltsroboter real?

• https://www.figure.ai/news/introducing-figure-03

• https://time.com/7324233/figure-03-robot-humanoid-reveal/

45:16 Prediction Markets und ihre Dynamik

• https://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-valuations

• https://fortune.com/crypto/2025/10/13/kalshi-polymarket-valuation-crypto-token-premium-prediction-markets/

51:05 Trump und Crypto

• https://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/105876782

• https://www.cnn.com/2025/10/11/business/trump-tariffs-crypto-selloff

• https://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 Mullany

• https://www.amazon.com/Polite-Communication-Home-Work-Public/dp/1802793429

• https://www.nottingham.ac.uk/news/sorry-not-sorry-new-book-sheds-light-on-the-art-of-politeness

• https://www.barnesandnoble.com/w/polite-louise-mullany/1145437405

00:00 Intro

05:30 Meta und die AI-generierten Videos

https://techcrunch.com/2025/09/25/meta-launches-vibes-a-short-form-video-feed-of-ai-slop/

https://www.threads.com/@theinformation/post/DPd6iMDCiqf

https://www.zeit.de/digital/internet/2025-10/openai-sora-2-deepfake-blase-newsletter-kuenstliche-intelligenz

11:43 Woche der Neuigkeiten von OpenAI: OpenAI's Sora 2 und die IP-Debatte

https://www.platformer.news/sora-2-hands-on-openai-social-network/

https://www.nytimes.com/2025/10/02/technology/openai-sora-video-app.html

https://www.wired.com/story/openai-sora-app-ai-deepfakes-entertainment/

https://www.businessinsider.com/vinod-khosla-sora-openai-ai-slop-2025-10

https://www.businessinsider.com/sora-openai-sam-altman-walks-back-copyright-opt-out-policy-2025-10

https://www.threads.com/@thejeffhou/post/DPZE1hADbWR

https://www.threads.com/@manmeetsmachine/post/DPXJhlVAUs0

https://www.threads.com/@j_dotbooze2ce/post/DPXhB_wD5Ta

16:14 OpenAI's Secondaries und Johnny Ives Hardware-Projekt

https://www.cnbc.com/2025/10/02/openai-share-sale-500-billion-valuation.html

https://www.ft.com/content/58b078be-e0ab-492f-9dbf-c2fe67298dd3

https://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 Marktstrategie

https://www.ft.com/content/bfafd06e-0a92-4add-9ae5-622e3c2c8f29

https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html

28:41 EU-Regulierung und die Cookie-Problematik

https://www.politico.eu/article/europe-cookie-law-messed-up-the-internet-brussels-sets-out-to-fix-it/

• Intro
• Nvidia und AI-Bubble? https://finance.yahoo.com/news/nvidia-100-billion-openai-investment-110000256.html
• https://medium.com/swlh/why-valuations-are-pointless-and-how-vc-supermoney-is-driving-inequality-50231893ef1e
• https://www.theinformation.com/articles/jensen-huang-using-nvidia-cash-rule-ai-economy
• Black 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.html
• https://www.tagesschau.de/wirtschaft/unternehmen/wettbewerbsverfahren-eu-sap-100.html
• Amazon-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.html
• Facebook 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-models
• AI Slop https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity
• https://www.threads.com/@petergyang/post/DO9yB1gAQFp?xmt=AQF00W_lRhYgGhb4tM_mRaCRVWdmpP9JarGf1i_ILAED4Q&slof=1

00:15 Einführung und Vorstellung von Johannes Ditterich

03:55 TikTok-Übernahme: Wie Oracle mit dem ByteDance-Deal sein Comeback feiert

• Reuters: Oracle-Silver Lake consortium to control 80% stake in TikTok US

• Euronews: What is Oracle and how has the 50-year-old company made a tech comeback

10:48 H-1B Visa Reform: Trumps 100.000-Dollar-Gebühr und die Folgen für Tech-Unternehmen

• Reuters: Trump to impose $100,000 fee per year for H-1B visas

14:49 FED-Zinsänderungen und KI-Regulierungen in Europa

• https://www.cnbc.com/2025/09/17/fed-rate-decision-september-2025.html

• https://digital-strategy.ec.europa.eu/en/news/commission-collects-feedback-simplify-rules-data-cybersecurity-and-artificial-intelligence-upcoming

18:23 Strategische Allianzen im Chip-Markt: Nvidia investiert in Intel

• TechCrunch: Nvidia buys $5 billion stake in Intel, planning AI chip collaboration

22:38 Finanzierungsrunde von Groq

• TechCrunch: Nvidia AI chip challenger Groq raises $750 million at $6.9B valuation

28:20 LLM-Nondeterminismus: Warum KI-Modelle bei Temperature 0 trotzdem unterschiedliche Ergebnisse liefern

• Thinking Machines: Defeating Nondeterminism in LLM Inference

38:55 Agent Payments Protocol: Googles Standard für autonome KI-Transaktionen

• Google Cloud: Announcing Agent Payments Protocol (AP2)

47:32 Synthetische Biologie: KI-designte Bakteriophagen als neue Waffe gegen resistente Keime

• MIT Technology Review: AI-designed viruses are here and already killing bacteria

50:48 Meta Connect 2025: Ray-Ban Display und Neural Band bringen AR in den Mainstream

• Meta: Connect 2025 Day One Keynote - AI Glasses, Ray-Ban Display, Neural Band

55:55 OpenAIs Approach zum Thema Jugendschutz

• OpenAI: Teen safety, freedom, and privacy

• OpenAI: Child safety - adopting Safety by Design principles

• NBC News: ChatGPT teen-safety measures to include age verification

59:15 Anthropic-Studie: Unternehmen setzen KI primär zur Automatisierung, nicht zur Unterstützung ein

• Bloomberg: Anthropic finds businesses are mainly using AI to automate work

01:06:54 Buchempfehlung: Achtsam Morden von Karsten Dusse

• Goodreads: Achtsam morden Series by Karsten Dusse

• Amazon: Karsten Dusse Author Page

00:15 Einführung

03:27 Die Ermordung von Charlie Kirk und die Rolle der Sozialen Medien und der Bildgenerierung

• https://www.msn.com/en-us/news/technology/internet-detectives-are-misusing-ai-to-find-charlie-kirk-s-alleged-shooter/ar-AA1MnjWa

• https://www.nytimes.com/2025/09/11/technology/charlie-kirk-shooting-false-accusation.html

17:14 AI und Bildgenerierung: ByteDance Seeddream 4.0 & Metas Zusammenarbeit mit Black Forest Labs

• https://seed.bytedance.com/en/seedream4_0
• https://www.scmp.com/tech/big-tech/article/3325058/bytedance-unveils-new-ai-image-model-rival-google-deepminds-nano-banana

• https://sifted.eu/articles/black-forest-labs-meta

20:40 Oracle und OpenAI: 300-Milliarden-Deal

• https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe

https://www.cnbc.com/amp/2025/09/13/openai-spending-spree-powering-much-of-tech-oracle-latest-example.html

26:37 Hat OpenAI das Halluzinations-Problem gelöst?

• https://youtu.be/VFaBzclg9bk
• https://openai.com/index/why-language-models-hallucinate/
• https://arxiv.org/html/2509.04664v1
• https://www.pymnts.com/artificial-intelligence-2/2025/openai-says-ai-hallucinations-are-systemic-not-a-bug/

33:59 Microsoft flirtet mit Anthropic

• https://www.reuters.com/business/microsoft-use-some-ai-anthropic-shift-openai-information-reports-2025-09-09/
• https://www.geekwire.com/2025/a-new-deal-for-microsoft-and-openai-reading-between-the-lines-of-their-secretive-agreement/
• https://www.nytimes.com/2025/09/11/technology/openai-microsoft-deal.html

39:19 Anthropic und die rechtlichen Herausforderungen bezüglich Urheberrecht

• https://www.anthropic.com/news/create-files
• https://www.engadget.com/ai/judge-rejects-anthropics-record-breaking-15-billion-settlement-for-ai-copyright-lawsuit-033512498.html

46:04 Notebook LM und die Zukunft des Lernens mit KI

• https://blog.google/technology/google-labs/notebooklm-student-features/
• https://www.howtogeek.com/googles-notebooklm-just-got-more-features/
• https://www.cnet.com/tech/services-and-software/notebooklm-these-ai-tools-can-actually-help-you-study-and-learn/

49:58 Automatisierung von Podcasts

• https://stratablue.com/boost-your-content-strategy-with-podcasting-with-ai/
• https://www.hollywoodreporter.com/business/digital/ai-podcast-start-up-plan-shows-1236361367/

57:16 Perplexity Finanzierungsrunde und Monetarisierungsstrategien

• https://techcrunch.com/2025/09/10/perplexity-reportedly-raised-200m-at-20b-valuation/
• https://www.reuters.com/technology/perplexity-finalizes-20-billion-valuation-round-information-reports-2025-09-10/
• https://americanbazaaronline.com/2025/09/11/perplexitys-rapid-rise-to-20-billion-valuation-overshadowed-by-britannica-legal-suit-467527/

01:01:52 Salesforce und die Auswirkung von KI auf Customer Service

• https://www.salesforceben.com/ai-agents-drive-4000-job-cuts-in-salesforce-support-division/
• https://www.ciodive.com/news/salesforce-future-customer-service-people-ai/759542/
• https://www.cfodive.com/news/ai-driven-job-displacement-may-already-be-here-report-says/759570/
• https://www.salesforceben.com/a-year-of-agentforce-excitement-concerns-and-the-road-to-adoption/

01:05:28 Apple-Events und die Rolle von KI

• https://www.apple.com/newsroom/2025/09/introducing-airpods-pro-3-the-ultimate-audio-experience/
• https://techcrunch.com/video/watch-apples-airpod-pro-3-live-translation-feature-in-action/
• https://www.cnbc.com/2025/09/12/apple-google-meta-universal-translator.html

01:11:33 Elon Musk und die Macht der Vorstandsvergütung

• https://www.cnbc.com/2025/09/05/tesla-musk-pay.html
• https://www.aljazeera.com/news/2025/9/5/tesla-proposes-trillion-dollar-compensation-package-for-ceo-elon-musk
• https://www.wsj.com/business/autos/tesla-robyn-denholm-musk-pay-package-248b1150
• https://timesofindia.indiatimes.com/technology/tech-news/tesla-boards-chairperson-defends-ceo-elon-musks-1-trillion-pay-proposal-compensation-should-depend-on/articleshow/123877946.cms

01:13:40 Buchbesprechung: Atlas Shrugged von Ayn Rand

00:00 Intro

02:54 Urteil im Google Kartellverfahren

https://www.wsj.com/tech/judge-bars-google-from-exclusive-search-deals-orders-data-sharing-e65a2191

https://www.linkedin.com/posts/thomas-h%C3%B6ppner-7ba59a70_us-google-search-remedy-judgment-activity-7368866586667040769--CF6

https://www.cnbc.com/2025/09/04/google-ceo-thanks-trump-for-antitrust-resolution.html

https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html

12:12 Trump Circle Jerk der Tech-CEOs

https://www.youtube.com/watch?v=3bIZMtDVFf8

https://www.nytimes.com/2025/09/05/business/google-eu-antitrust-fine.html⁠

https://www.platformer.news/trump-zuckerberg-meta-partnership-eu-dsa-ai-dma/

https://www.threads.com/@guy_fawkes_news/post/DONvjJJDT0d

https://www.threads.com/@thetnholler/post/DOO_5UYkS0D

https://www.spiegel.de/ausland/google-donald-trump-reagiert-auf-eu-milliardenstrafe-mit-vergeltungsdrohung-a-7cbf922f-5b0c-4d52-b877-6a6b4824c464

18:30 Anthropic-Copyright-Urteil + Funding

• https://www.anthropic.com/news/anthropic-raises-series-f-at-usd183b-post-money-valuation

• https://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html

22:56 Bewertungen und Umsatzwachstum im KI-Sektor

27:47 Mistral, Herausforderungen europäischer KI-Startups

• https://www.reuters.com/legal/litigation/musks-xai-sues-engineer-allegedly-taking-secrets-openai-2025-08-29/

• https://www.engadget.com/ai/xai-sues-an-ex-employee-for-allegedly-stealing-trade-secrets-about-grok-170029847.html

https://archive.ph/2025.09.06-234948/https://www.bloomberg.com/news/articles/2025-09-03/mistral-set-for-14-billion-valuation-with-new-funding-round

39:17 xAI, Teslas $1 Billion Elon Musk Vergütungspaket

https://edition.cnn.com/2025/09/07/business/elon-musk-tesla-trillion

https://techcrunch.com/2025/09/05/tesla-shareholders-to-vote-on-investing-in-musks-ai-startup-xai/

https://t3n.de/news/e-automarkt-eu-tesla-1704665/

43:31 OpenAI-Angriff auf LinkedIn und höherer Burn

https://techcrunch.com/2025/09/04/openai-announces-ai-powered-hiring-platform-to-take-on-linkedin/

https://the-decoder.de/openai-hat-sich-beim-cashburn-um-80-milliarden-us-dollar-verschaetzt/

49:43 US-Jobs und KI-Auswirkungen auf den Arbeitsmarkt

https://www.theguardian.com/business/2025/sep/05/august-us-jobs-report-explainer

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5425555

53:58 YouTube mit Live-Sport im Streaming War

• https://www.nytimes.com/2025/09/05/technology/youtube-nfl-live-sports.html

  https://www.theverge.com/lowpass-newsletter/771340/youtube-nfl-livestream-free

01:01:37 Trump De Minimis

https://www.cnbc.com/2025/08/29/retail-impact-de-minimis-exemption-ends-globally.html

https://www.theguardian.com/us-news/2025/aug/26/postal-services-suspend-us-usa-deliveries-how-will-it-affect-you

01:08:42 Buchtipp: Herkunft von Sascha Stanisic

00:15 Einführung

03:21 NVIDIA Quartalszahlen

Links:

Links:

• TechCrunch: https://techcrunch.com/2025/08/26/google-geminis-ai-image-model-gets-a-bananas-upgrade/

• Google Developers Blog: https://developers.googleblog.com/en/introducing-gemini-2-5-flash-image/

  YouTube Vergleich: https://www.youtube.com/watch?v=M6RV4lcXBEA

  Agnieszkas Beispiel: https://www.linkedin.com/posts/agnieszkawalorska_manche-tage-starten-mit-kaffee-andere-mit-activity-7368209779397136385-CYWo

  
  

  23:39 YouTube bearbeitet Videos heimlich mit KI

  Links:

  • BBC: https://www.bbc.com/future/article/20250822-youtube-is-using-ai-to-edit-videos-without-permission

  • NBC News: https://www.nbcnews.com/tech/tech-news/youtube-dismisses-creators-concerns-secretly-used-ai-edit-videos-rcna227096

  • PetaPixel: https://petapixel.com/2025/08/25/youtube-is-secretly-editing-users-videos-without-their-consent/

  
  25:58 Hat Gemini ChatGPT überholt?

  Links:

  • Zapier Vergleich: https://zapier.com/blog/gemini-vs-chatgpt/

• TechCrunch: https://techcrunch.com/2025/08/26/google-geminis-ai-image-model-gets-a-bananas-upgrade/

  Google Translate vs Duolingo: https://techcrunch.com/2025/08/26/google-translate-takes-on-duolingo-with-new-language-learning-tools/

  
  

  31:18 OpenAI Realtime API und Microsoft VibeVoice: Sprach-KI wird produktionsreif

  Links:

  • OpenAI Realtime API: https://openai.com/index/introducing-gpt-realtime/

  • OpenAI Realtime Guide: https://dev.to/czmilo/openai-gpt-realtime-complete-guide-revolutionary-breakthrough-in-voice-ai-2025-20m4

  • Microsoft VibeVoice: https://microsoft.github.io/VibeVoice/

  • VibeVoice vs ElevenLabs: https://winsomemarketing.com/ai-in-marketing/microsoft-just-gave-away-what-elevenlabs-charges-22/month-for

  
  36:00 Claude für Chrome: Browser-Agent im Beta-Test

  Links:

  • Anthropic Ankündigung: https://www.anthropic.com/news/claude-for-chrome

  • TechCrunch: https://techcrunch.com/2025/08/26/anthropic-launches-a-claude-ai-agent-that-lives-in-chrome/

  • eWeek Sicherheitsanalyse: https://www.eweek.com/news/anthropic-claude-for-chrome/

    Sicherheitslücken Perplexity Comet

    https://brave.com/blog/comet-prompt-injection/

  
  44:14 Data Wars durch Agentic AI und ihre Auswirkungen auf Unternehmen: Amazon, Salesforce

  https://www.modernretail.co/technology/amazon-expands-its-fight-to-keep-ai-bots-off-its-e-commerce-site/

  
  53:49 Meta verliert KI-Forscher: Acht Abgänge in zwei Monaten

  Links:

  • Business Insider: https://www.businessinsider.com/meta-superintelligence-team-researchers-exit-ai-push-2025-8

  • The Decoder: https://the-decoder.com/metas-superintelligence-hires-left-for-openai-after-only-a-few-weeks/

  • Ars Technica: https://arstechnica.com/ai/2025/08/zuckerbergs-ai-hires-disrupt-meta-with-swift-exits-and-threats-to-leave/

  
  57:05 Auswirkungen von AI auf den Arbeitsmarkt

  Links:

  • Stanford Studie:

    https://digitaleconomy.stanford.edu/publications/canaries-in-the-coal-mine/

    https://www.cnbc.com/2025/08/28/generative-ai-reshapes-us-job-market-stanford-study-shows-entry-level-young-workers.html

  • World Economic Forum: https://www.weforum.org/stories/2025/08/ai-jobs-replacement-data-careers/

  
  01:00:33 Bewertungsexplosionen im AI-Sektor

  https://techcrunch.com/2025/08/28/investors-are-loving-lovable/

  https://techcrunch.com/2025/06/05/cursors-anysphere-nabs-9-9b-valuation-soars-past-500m-arr/

  01:03:37 Was soll das mit den Labubus?

  • Forbes: https://www.forbes.com/sites/sylvanaqsinha/2025/07/01/labubu-how-asias-quirky-toy-became-a-global-business-phenomenon/

  • Economic Times: https://m.economictimes.com/news/international/us/labubu-can-make-you-a-billionaire-pop-mart-founder-wang-ning-beat-jack-ma-to-become-chinas-youngest-billionaire-net-worth-will-leave-you-stunned/

  • Fox Business: https://www.foxbusiness.com/lifestyle/labubu-dolls-become-2025s-hottest-toy-craze-among-kids-and-adult-collectors

  01:10:11 Buchbesprechung: Siddhartha von Hermann Hesse

Triff uns auf der Neulandpro Connect 2025

https://neulandpro.com/connect

00:00 Intro

04:26 AI-Bubble?

• https://fortune.com/2025/08/24/is-ai-a-bubble-market-crash-gary-marcus-openai-gpt5/

  https://archive.ph/2025.08.20-174510/https://nymag.com/intelligencer/article/suddenly-silicon-valley-is-lowering-ai-expectations.html

  https://archive.ph/2025.08.19-092530/https://www.nytimes.com/2025/08/19/opinion/artificial-general-intelligence-superintelligence.html

  https://archive.ph/2025.08.19-195849/https://www.ft.com/content/33914f25-093c-4069-bb16-8626cfc15a51

  https://www.ft.com/content/d01290c9-cc92-4c1f-bd70-ac332cd40f94

  https://www.linkedin.com/feed/update/urn:li:activity:7365986439601217537/

  https://www.linkedin.com/posts/alexanderbraun_mit-95-of-genai-pilots-fail-sam-altman-activity-7363826497507192833-aSHG

  https://www.linkedin.com/posts/kevinwerbach_state-of-ai-in-business-2025-activity-7365026841759215616-SQWD

  https://archive.ph/2025.08.08-194102/https://www.bloomberg.com/news/articles/2025-08-08/meta-s-29-billion-deal-marks-pivotal-moment-for-private-credit

  https://www.heise.de/news/Google-und-Meta-ruecken-bei-KI-zusammen-10590647.html

  https://www.bvp.com/atlas/the-state-of-ai-2025 

22:03 Memory vs. Privatsphäre

https://www.theverge.com/news/757743/anthropic-claude-ai-search-past-chats

https://9to5mac.com/2025/08/11/claude-memory-feature/

28:12 Die Verantwortung von Plattformen

29:17 Komplexität der Nutzerinteraktionen

31:23 OpenAI und die Zukunft der Technologie

https://www.wired.com/story/openai-valuation-500-billion-skepticism/

https://www.cnbc.com/2025/08/19/sam-altman-on-gpt-6-people-want-memory.html

https://decrypt.co/336053/openai-ceo-sam-altman-concedes-gpt-5-misfire-bets-gpt-6

https://www.theaiopportunities.com/p/sam-altman-is-no-longer-running-chatgpt

32:21 Enshittification und die Qualität von Tech-Jobs

https://doctorow.medium.com/https-pluralistic-net-2025-08-06-unmerchantable-substitute-goods-customer-disservice-816966070405

https://arstechnica.com/gadgets/2025/02/as-internet-enshittification-marches-on-here-are-some-of-the-worst-offenders/

Nano Banana & Qwen: Die neuen Könige der KI-Bildbearbeitung?

https://huggingface.co/Qwen/Qwen-Image-Edit

https://qwenlm.github.io/blog/qwen-image-edit/

40:54 Vinted: Scams und Herausforderungen im E-Commerce

https://www.linkedin.com/posts/activity-7364585966423969792-x_gG

43:10 Nvidia und die geopolitischen Spannungen

https://www.deraktionaer.de/artikel/indizes/nvidia-schock-sorgt-fuer-kursexplosionen-in-china-20385286.html

49:25 Elon Musk, Macrohard und die Zukunft von xAI

https://www.golem.de/news/macrohard-musk-will-mit-ki-ganze-softwarefirmen-ersetzen-2508-199461.html

54:32 KI zur Bekämpfung von Korruption in Albanien

https://www.politico.eu/article/albania-use-ai-artificial-intelligenve-join-eu-corruption/

https://www.politico.com/newsletters/digital-future-daily/2025/08/14/could-ai-run-a-whole-county-albania-wants-to-find-out-00509630

59:25 Google Pixel Innovationen im Smartphone

https://www.wired.com/story/all-the-new-ai-features-in-google-pixel-10-phones/

https://blog.google/products/pixel/google-pixel-10-ai-features-updates/

01:02:38 Chrome und Ecosia

https://techcrunch.com/2025/08/21/ecosia-has-offered-to-take-stewardship-of-chrome-and-its-not-a-bad-idea/

01:07:25 N26-Debakel

https://www.manager-magazin.de/unternehmen/banken/n26-reicht-der-wechsel-von-valentin-stalf-in-den-aufsichtsrat-fuer-eine-wende-a-606b466d-d81d-4734-b5fc-e98e3c6b13de

01:12:57 Buchbesprechung: Unverdiente Ungleichheit

https://www.rowohlt.de/buch/martyna-linartas-unverdiente-ungleichheit-9783498007355

https://techcrunch.com/2025/08/24/former-meta-exec-nick-clegg-offers-careful-criticism-of-cloyingly-conformist-silicon-valley/

https://www.businessinsider.com/nick-clegg-meta-uk-deputy-prime-minister-silicon-valley-criticism-2025-8

00:15 Einführung

02:49 GPT-5: Herausforderungen und Rückschritte

https://www.nytimes.com/2025/08/15/podcasts/hardfork-gpt5-perplexity.html

https://arstechnica.com/information-technology/2025/08/the-gpt-5-rollout-has-been-a-big-mess/

https://www.wired.com/story/openai-gpt-5-backlash-sam-altman/

18:02 Meta und die Problematik des Jugendschutzes

https://techcrunch.com/2025/08/14/leaked-meta-ai-rules-show-chatbots-were-allowed-to-have-romantic-chats-with-kids/

https://www.nytimes.com/2025/08/15/technology/meta-child-safety-senate-investigation.html

https://the-decoder.de/metas-ki-chatbot-laedt-senior-zu-fiktivem-treffen-ein-mit-toedlichem-ausgang/

26:39 Elon Musk vs. Sam Altman Kindergarten

https://www.theguardian.com/technology/2025/aug/12/elon-musk-apple-openai-sam-altman

https://timesofindia.indiatimes.com/technology/artificial-intelligence/grok-sides-with-openai-ceo-sam-altman-in-fight-with-elon-musk-while-chatgpt-picks-musk-xai-founder-calls-groks-response-a-major-problem/articleshow/123271294.cms

31:15 Die aktuellste Bewertung von OpenAI

https://fortune.com/2025/08/16/openai-staffers-6-billion-secondary-stock-sale-softbank-thrive-capital-dragoneer/

35:27 Perplexity und die Herausforderungen im Medienbereich

⁠https://blog.cloudflare.com/perplexity-is-using-stealth-undeclared-crawlers-to-evade-website-no-crawl-directives/⁠

https://www.reuters.com/business/media-telecom/ai-startup-perplexity-makes-bold-345-billion-bid-googles-chrome-browser-2025-08-12/

https://www.wsj.com/tech/perplexity-ai-google-chrome-offer-5ddb7a2

https://blog.google/products/search/ai-search-driving-more-queries-higher-quality-clicks/ https://www.heise.de/news/Googles-KI-Suche-Berichte-ueber-Traffic-Einbruch-wegen-fehlerhafter-Methoden-10512338.html

https://www.heise.de/news/Datenanalyse-Googles-KI-Uebersichten-bewirken-bis-zu-25-Prozent-Traffic-Rueckgang-10538593.html#google_vignette

44:45 Die Zukunft der Interpretativen KI

https://www.fastcompany.com/91374106/heres-the-much-more-powerful-technology-coming-after-agentic-ai-technology-agentic-a

47:28 Disruption im B2B-SaaS-Markt durch KI

https://www.linkedin.com/feed/update/urn:li:activity:7362818064179965952/

51:25 AI und Regierungsverträge: Ein Blick auf Grok

https://www.theguardian.com/technology/2025/aug/12/elon-musk-apple-openai-sam-altman

https://futurezone.at/netzpolitik/usa-grok-antisemitismus-xai-elon-musk-ki-openai-anthropic/403073352

https://timesofindia.indiatimes.com/technology/artificial-intelligence/grok-sides-with-openai-ceo-sam-altman-in-fight-with-elon-musk-while-chatgpt-picks-musk-xai-founder-calls-groks-response-a-major-problem/articleshow/123271294.cms

52:58 Trump als Chip-Kommandeur: Intel-Staatsbeteiligung im Gespräch

https://www.nytimes.com/2025/08/13/technology/trump-chips-nvidia-intel.html

https://www.cnbc.com/2025/08/13/goldman-stands-by-call-that-consumers-will-bear-the-brunt-of-tariffs-after-trump-blasts-banks-economist.html

https://podcasts.apple.com/de/podcast/wall-street-mit-markus-koch-featured-by-handelsblatt/id1522455553?i=1000722094717&r=446

https://www.theguardian.com/technology/2025/aug/15/intel-shares-jump-after-report-says-trump-administration-looking-at-stake

01:00:54 ASML unter Druck: Niederlande verschärfen China-Export-Kontrollen

https://www.reuters.com/technology/asml-expects-us-dutch-export-rules-hit-china-sales-by-10-15-2024-01-24/

01:02:48 Neuer Hedge Fund von Leopold Aschenbrenner

https://www.wsj.com/finance/investing/billions-flow-to-new-hedge-funds-focused-on-ai-related-bets-48d97f41

https://www.pymnts.com/news/artificial-intelligence/2025/former-openai-researcher-launches-1-5-billion-ai-focused-hedge-fund/

01:04:57 AOL Dial-Up: Ein Relikt der Vergangenheit

https://help.aol.com/articles/dial-up-internet-to-be-discontinued

01:06:52 Buchempfehlung: Die Welt von Gestern von Stefan Zweig

01:40 OpenAI mit GPT-5

https://archive.ph/zLbXy#selection-2269.0-2269.331 https://www.golem.de/news/gpt-5-openai-hat-zu-viel-versprochen-2508-199002.html

https://www.bloomberg.com/news/articles/2025-07-29/microsoft-s-access-to-openai-tech-is-focus-of-contract-talks

15:17 Funding: OpenAI vs. Anthropic

https://www.nytimes.com/2025/08/01/business/dealbook/openai-ai-mega-funding-deal.html

https://www.cnbc.com/2025/08/05/openai-talks-with-investors-about-share-sale-at-500-billion-valuation.html

17:20 Nvidia Chip-Export an China Pay-to-Play unter Trump

https://www.heise.de/news/KI-Chips-fuer-China-AMD-und-Nvidia-beteiligen-US-Regierung-an-den-Einnahmen-10516004.html

20:15 Sonos Preiserhöhungen: Globale Steigerung durch Zölle

https://www.heise.de/news/Wegen-US-Zoellen-Sonos-kuendigt-Preiserhoehungen-an-10512538.html

22:17 Tesla stellt Dojo-Projekt ein

https://the-decoder.de/am-ende-gewinnt-wieder-nvidia-tesla-gibt-ki-vision-mit-dojo-auf/ https://fortune.com/2023/09/11/tesla-market-value-surge-500-billion-dojo-supercomputer-morgan-stanley/

24:50 Google DeepMind: Genie 3

https://deepmind.google/discover/blog/genie-3-a-new-frontier-for-world-models/

https://techcrunch.com/2025/08/05/deepmind-thinks-genie-3-world-model-presents-stepping-stone-towards-agi/

00:15 Figma IPO und Marktanalysen

https://finance.yahoo.com/news/figma-indicated-112-above-ipo-152947660.html

https://techcrunch.com/2025/07/30/figmas-ipo-price-hit-a-19-3b-valuation-out-of-the-gate/

https://www.nytimes.com/2025/07/31/technology/figma-ipo.html

https://techcrunch.com/2025/08/02/lina-khan-points-to-figma-ipo-as-vindication-for-ma-scrutiny/

09:29 Quartalszahlen:

• Meta: https://www.cnbc.com/2025/07/30/meta-q2-earnings-report-2025.html https://www.socialmediatoday.com/news/meta-outlines-performance-improvements-ads-algorithm-ai/756745/

• Microsoft: https://www.cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.html
• Amazon: https://www.cnbc.com/amp/2025/07/31/amazon-amzn-q2-earnings-report-2025.html
• Apple: https://www.cnbc.com/2025/07/31/apple-aapl-q3-earnings-report-2025.html

19:05 AI-Investitionen: Meta-Milliarden für Entwickler

https://www.wsj.com/tech/ai/meta-zuckerberg-ai-recruiting-fail-e6107555

28:34 Die Frage der One-Person-Unicorn-Company

31:25 Wachstumszahlen Anthropic und OpenAI

https://www.theinformation.com/articles/anthropic-revenue-pace-nears-5-billion-run-mega-round

https://www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users

34:33 Finanzierungsherausforderungen in der AI-Industrie

37:19 Amazon und die Zukunft der Unterhaltung

https://variety.com/2025/digital/news/netflix-of-ai-amazon-invests-fable-showrunner-launch-1236471989/

45:56 Neues Unicorn aus Berlin: n8n

https://techfundingnews.com/n8n-automation-unicorn-valuation-1-5-billion/

https://bebeez.eu/2025/08/02/ai-agent-startup-n8n-seeks-1-5bn-valuation-amid-vc-bidding-war/

https://techcrunch.com/2025/03/24/fair-code-pioneer-n8n-raises-60m-for-ai-powered-workflow-automation/

49:45 Selbstentwicklung von AI und ihre Implikationen

https://arxiv.org/abs/2507.18074

https://www.ikangai.com/ai-just-declared-humans-the-bottleneck-in-research-and-built-a-system-to-fix-it/

54:20 NotebookLM und die Zukunft des Lernens

https://blog.google/technology/google-labs/notebooklm-video-overviews-studio-upgrades/

https://techcrunch.com/2025/07/29/googles-notebooklm-rolls-out-video-overviews/

58:07 Neues Sprachmodell GLM 4.5

https://z.ai/blog/glm-4.5

https://huggingface.co/zai-org/GLM-4.5

https://venturebeat.com/ai/chinese-startup-z-ai-launches-powerful-open-source-glm-4-5-model-family-with-powerpoint-creation/

01:00:31 Trumps ökonomische Experimente und ihre Folgen

https://www.businessinsider.com/us-recession-economy-tariffs-immigration-policy-jobs-data-bls-trump-2025-8

https://www.forbes.com/sites/suzannerowankelleher/2025/07/03/us-tourism-lose-29-billion-trump-policies/

https://archive.ph/2025.08.03-112137/https://www.economist.com/leaders/2025/08/01/donald-trump-thinks-hes-winning-on-trade-but-america-will-lose

https://amp.cnn.com/cnn/2025/08/01/economy/us-jobs-report-july

https://www.nytimes.com/2025/08/03/opinion/trump-bls-fired-labor-jobs-data.html

https://www.nytimes.com/2025/08/04/opinion/columnists/friedman-trump-labor-firing.html

https://www.wsj.com/politics/policy/the-economist-trump-targeted-over-rigged-jobs-data-47657457

https://www.wsj.com/finance/investing/trump-bls-firing-jobs-data-wall-street-0800b24d

https://www.economist.com/graphic-detail/2025/03/14/ten-indicators-of-whats-going-on-with-americas-economy

https://www.rawstory.com/paul-krugman-2673800091/

01:08:20 Psilocybin: Regulierung und gesellschaftliche Diskussion

https://psychedelicalpha.com/news/germany-establishes-eus-first-psilocybin-compassionate-access-program

https://psychedelicstoday.com/2025/07/31/psilocybin-enters-german-psychiatry-a-clinical-milestone-for-mental-health/

01:11:57 Buchbesprechung: Bitter Sweet von Susan Cain

00:15 Einführung

02:26 Quartalszahlen: Alphabet & Tesla

https://www.cnbc.com/2025/07/23/alphabet-google-q2-earnings.html

https://www.cnbc.com/2025/07/24/tesla-tsla-shares-today.html

https://www.cnbc.com/2025/07/26/tesla-investors-grow-wary-of-elon-musk-robotaxi-promises.html

12:41 Trumps KI-Offensive & Zölle

https://www.anthropic.com/news/thoughts-on-america-s-ai-action-plan

https://www.nytimes.com/2025/07/23/technology/trump-ai-executive-orders.html

https://www.theguardian.com/technology/2025/jul/25/trump-ai-action-plan

https://www.nytimes.com/2025/07/23/technology/trump-ai-chatbots-bias.html

25:02 China schlägt zurück: AI Kooperation vs. Cyberkrieg

https://www.reuters.com/world/china/china-proposes-new-global-ai-cooperation-organisation-2025-07-26/

https://www.theguardian.com/technology/2025/jul/23/sharepoint-targeted-by-chinese-threat-actor-hackers-says-microsoft

27:06 Ethik vs. Kapital: Anthropics Dilemma mit Golfstaaten-Geld

https://www.wired.com/story/anthropic-dario-amodei-gulf-state-leaked-memo/

33:32 OpenAI steigt in vertikale Agenten ein?

https://www.golem.de/news/vibe-coding-microsofts-github-baut-vollstaendige-apps-per-prompt-2507-198553.html

38:58 Quo vadis vibe coding?

https://developers.googleblog.com/en/introducing-opal/

https://www.linkedin.com/feed/update/urn:li:activity:7354398086598672386/

44:22 OpenAI & Google holen Gold bei Mathe-Olympiade

https://deepmind.google/discover/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/

https://x.com/OpenAI/status/1946594928945148246

• https://news.harvard.edu/gazette/story/2025/07/does-ai-understand/

https://arxiv.org/abs/1803.10122https://www.thealgorithmicbridge.com/p/harvard-and-mit-study-ai-models-are

55:02 Quantum-Durchbruch: Harvard entwickelt ultra-dünnen Chip

https://www.sciencedaily.com/releases/2025/07/250724232413.htm

57:35 Buchempfehlung: Cixin Liu - "Of Ants & Dinosaurs"

00:00 Intro

03:13 Die hässliche Fratze der (sozialen) Medien

11:41 Trump vs. Murdoch - Opfer: Journalismus

https://www.nytimes.com/2025/07/17/business/stephen-colbert-late-show-ending.html

https://www.theguardian.com/culture/2025/jul/19/paramount-cbs-trump

https://theconversation.com/abcs-and-cbss-settlements-with-trump-are-a-dangerous-step-toward-the-commander-in-chief-becoming-the-editor-in-chief-261006

https://techcrunch.com/2025/07/15/google-discover-adds-ai-summaries-threatening-publishers-with-further-traffic-declines/

23:30 Sam Altman vs. Elon Musk - Trumps neuer Favorit

https://archive.ph/2025.07.19-204319/https://www.wsj.com/tech/ai/sam-altman-donald-trump-musk-ai-198ae5d1

26:11 OpenAI's neue Agenten und deren Fähigkeiten

https://www.theverge.com/ai-artificial-intelligence/709158/openai-new-release-chatgpt-agent-operator-deep-research

33:55 Zukunft der AI-Agenten im Handel

https://www.ft.com/content/449102a2-d270-4d68-8616-70bfbaf212de⁠

36:25 Notebook LM und Zukunftsvision

https://techcrunch.com/2025/07/14/notebooklm-adds-featured-notebooks-from-the-economist-the-atlantic-and-others/

43:20 Entwicklungen bei OpenAI und der AI-Industrie

47:55 Wert von Shares und Acquihire

https://www.nytimes.com/2025/07/14/technology/cognition-ai-windsurf.html

https://www.businessinsider.com/vinod-khosla-windsurf-founders-google-deepmind-openai-2025-7

50:45 Herausforderungen für Scale AI und Marktveränderungen

https://www.theinformation.com/briefings/scale-ai-lays-14-staff-meta-deal

52:56 Claude Financial

55:22 Lovable und Go-To-Market Strategien

57:34 Meta's Strategiewechsel im AI-Bereich

01:01:33 Netflix: Generative AI in der Filmindustrie

01:05:21 Buchtipp

00:15 Einführung

02:54 Nvidia: Der Schaufelverkäufer des AI-Booms

• https://www.cnbc.com/2025/07/09/nvidia-4-trillion.html

  https://www.linkedin.com/posts/alexanderbraun_nvidia-just-became-the-first-4-trillion-activity-7349324601086148609-STJ3

  https://www.threads.com/@barchartofficial/post/DL-0DAgSxzz

• https://www.ft.com/content/e496f80f-1789-46b3-9275-a3f54344047e

• https://www.reuters.com/world/china/nvidia-ceo-hold-media-briefing-beijing-july-16-2025-07-13/

09:12 Grok4 startet durch - und MechaH*tler lässt grüßen

• https://x.ai/news/grok-4

  https://the-decoder.de/musk-praesentiert-grok-4-xai-modell-uebertrifft-openai-und-google-in-benchmarks/

• https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content

• https://www.theguardian.com/us-news/2025/jul/12/elon-musk-grok-antisemitic

  https://www.ft.com/content/ea64824b-0272-4520-9bed-cd62d7623064

  https://techcrunch.com/2025/07/10/grok-4-seems-to-consult-elon-musk-to-answer-controversial-questions/

  https://www.theguardian.com/technology/2025/jul/10/linda-yaccarino-resigns-x-elon-musk

24:47 Browser Wars 3.0 - OpenAI, Perplexity & Co. greifen Chrome an

• https://www.reuters.com/business/media-telecom/openai-release-web-browser-challenge-google-chrome-2025-07-09/

• https://www.perplexity.ai/hub/blog/introducing-comet

• https://www.xda-developers.com/replaced-primary-browser-with-dia/

  https://www.n-tv.de/technik/Der-Kampf-der-KI-Browser-hat-begonnen-article25891925.html

35:19 Angespannte Lage bei OpenAI und eine überraschende Entwicklung bei Windsurf

• https://techcrunch.com/2025/07/09/openai-to-release-web-browser-in-challenge-to-google-chrome.html

  https://www.threads.com/@thestockmarket.news/post/DL3SV0bs1m7

  https://www.linkedin.com/posts/alexanderbraun_openai-offered-3bn-to-acquire-windsurf-activity-7349745082289348608-_KcA

  https://www.theregister.com/AMP/2025/07/11/ai_code_tools_slow_down/

41:21 Gerüchteküche: Apple und die Übernahme von Mistral

https://www.heise.de/en/news/Apple-AI-expert-poached-Meta-allegedly-pays-him-200-million-US-dollars-10482210.html

https://www.bloomberg.com/news/newsletters/2025-07-13/is-apple-going-to-replace-ceo-tim-cook-who-is-the-next-ceo-of-apple-ternus-md1mhrj4

https://finance.yahoo.com/news/apple-no-2-retiring-might-200000176.html

46:22 AWS und Anthropic bauen Agent-Marktplatz - Amazon will weitere Milliarden investieren

• https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/

• https://www.reuters.com/business/retail-consumer/amazon-considers-another-multibillion-dollar-investment-anthropic-ft-reports-2025-07-10/

49:34 Fortschritte bei der KI-Medikamentenentwicklung

• https://www.fastcompany.com/91363911/googles-ai-drug-company-says-human-trials-are-very-close

• https://medium.com/@ninza7/ai-is-now-designing-new-drugs-from-scratch-in-just-two-weeks-5999a6928b79

53:39 Manipulation von KI-basierten Peer-Reviews

• https://statmodeling.stat.columbia.edu/2025/07/07/chatbot-prompts/

• https://www.theregister.com/2025/07/07/scholars_try_to_fool_llm_reviewers/

55:39 Uber und die Zukunft autonomer Fahrzeuge

https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html

58:22 Buchvorstellung: The Sirens Call von Chris Hayes

00:15 Meta und die AI-Investitionen

https://pe-insights.com/meta-eyes-29bn-private-credit-deal-to-fund-massive-ai-data-centre-buildout/

https://archive.ph/2025.07.02-034127/https:/www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million/

https://www.threads.com/@stockszz8/post/DLxf_Mlu08Z?xmt=AQF0D2zvquVdVdewN-sOca-OO_HOrr-zinh5oq-EpGhjpw

03:11 OpenAI und die Produktentwicklung

05:53 Infrastruktur und Wettbewerb im AI-Bereich

08:38 Chinas Ansatz zur Künstlichen Intelligenz

11:31 OpenAI und die Diversifizierung der Partnerschaften

https://www.ft.com/content/aff1a2d2-d58e-44de-a114-9f0ce9d15a15

14:19 Meta's Superintelligence Lab

https://www.cnbc.com/amp/2025/06/30/mark-zuckerberg-creating-meta-superintelligence-labs-read-the-memo.html

17:04 Go-to-Market Strategien von AI-Unternehmen

https://podcasts.apple.com/de/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465?i=1000714625901&r=3291 www.threads.com/@sricharan10g/post/DLwJjPxpxn8?xmt=AQF0UYHmCq8yzFag0Ru-iHYkfFxFeb_5DhzIVnO_m2bvJg

25:54 Markteintritt und Differenzierung im Legal Tech

28:43 Go-to-Market Strategien und Marktanalysen

31:01 Service-led Growth vs. Product-led Growth

https://a16z.com/services-led-growth/

34:07 Datenzugang und die Zukunft von AI-Tools

37:03 Apple und die Herausforderungen im AI-Bereich

39:59 Cloudflare Pay-per-Crawl

https://blog.cloudflare.com/control-content-use-for-ai-training/

https://techcrunch.com/2025/07/01/cloudflare-launches-a-marketplace-that-lets-websites-charge-ai-bots-for-scraping/

https://developers.cloudflare.com/ai-audit/features/pay-per-crawl/use-pay-per-crawl-as-site-owner/set-a-pay-per-crawl-price/

44:02 KI-generierte Musik und die Zukunft der Kreativität

52:35 Die Zukunft der Kreativagenturen

54:01 AI-generierte Inhalte und deren Auswirkungen

56:37 Interaktive Medien und Gaming-Trends

58:01 US E-Commerce-Rückgang durch Zölle

https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html

01:00:39 Elon gründet Partei und eskaliert mit Trump

https://www.reuters.com/world/us/musk-says-america-party-is-formed-us-2025-07-05/

https://www.threads.com/@carnage4life/post/DLtxOM8ufBD?xmt=AQF0S5E6QgaG_lHa18douUcKIutr79a8JogmmcKilnwAxQ

01:06:32 Buchbesprechung: Die Macht der Disziplin

00:15 Meta und die Talentejagd

https://techcrunch.com/2025/06/26/meta-hires-key-openai-researcher-to-work-on-ai-reasoning-models/ https://techcrunch.com/2025/06/28/meta-reportedly-hires-four-more-researchers-from-openai/

https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html

https://www.wired.com/story/openai-meta-leadership-talent-rivalry/

02:59 OpenAI -Herausforderungen und Pläne

https://podcasts.apple.com/de/podcast/hard-fork/id1528594034?i=1000714802337&r=1609

05:47 Meta's Monetarisierungsstrategien

WhatsApp Ads⁠

08:36 Privatsphäre und KI-Training

⁠https://www.theverge.com/meta/694685/meta-ai-camera-roll⁠

⁠https://techcrunch.com/2025/06/27/facebook-is-asking-to-use-meta-ai-on-photos-in-your-camera-roll-you-havent-yet-shared/⁠

https://www.manager-magazin.de/unternehmen/tech/deepseek-chinesischer-app-droht-rauswurf-aus-deutschen-app-stores-a-4a875682-dc1e-40b9-aa8f-bf815780e236

11:43 OpenAI Rechtsstreitigkeiten und Hardware-Entwicklungen

14:31 OpenAI's Visionen für KI-Interaktion

https://podcasts.apple.com/de/podcast/hard-fork/id1528594034?i=1000714802337&r=1609

22:57 OpenAI vs. MSFT zu AGI

https://www.wsj.com/tech/ai/openai-microsoft-rift-hinges-on-how-smart-ai-can-get-82566509

27:18 Buch-IP Grundsatzentscheid: Fair Use für AI-Training

https://www.ft.com/content/6f28e62a-d97d-49a6-ac3b-6b14d532876d

https://storage.courtlistener.com/recap/gov.uscourts.cand.415175/gov.uscourts.cand.415175.598.0.pdf

https://www.fastcompany.com/91357755/anthropics-ai-copyright-win-is-more-complicated-than-it-looks

https://fingfx.thomsonreuters.com/gfx/legaldocs/jnvwbgqlzpw/ANTHROPIC%20fair%20use.pdf

https://arstechnica.com/ai/2025/06/anthropic-destroyed-millions-of-print-books-to-build-its-ai-models/

34:56 Anthropic-Innovationen im Bereich Vibecoding und App-Entwicklung

39:59 Kontext-Engineering und seine Bedeutung

https://simonwillison.net/2025/Jun/27/context-engineering/

https://x.com/karpathy/status/1937902205765607626

https://blog.langchain.com/the-rise-of-context-engineering/

https://analyticsindiamag.com/ai-features/context-engineering-is-the-new-vibe-coding

43:53 Fortschritte in der Genomforschung durch AI

47:26 $5 Mrd. Bewertung für Harvey

https://fortune.com/2025/06/23/harvey-raises-300-million-at-5-billion-valuation-to-be-legal-ai-for-lawyers-worldwide/

https://techcrunch.com/2025/06/23/four-months-after-a-3b-valuation-harvey-ai-grows-to-5b/

52:31 Trump-Mobile - brought to life in the USA...

https://www.usatoday.com/story/tech/2025/06/25/trump-cell-phone/84360157007/

57:27 Opfert EU DMA in Zollverhandlungen mit USA?

https://www.heise.de/news/Aussetzung-des-DMA-Sorge-vor-Kuhhandel-der-EU-mit-den-USA-10461494.html

01:01:40 Buchtipp

00:15 Einführung

02:15 Altman vs. Zuck. Wer ist der unbeliebteste AI-CEO?

https://archive.ph/ewA4w

https://www.theverge.com/command-line-newsletter/690720/meta-buy-thinking-machines-perplexity-safe-superintelligence

https://www.technologyreview.com/2025/06/18/1118943/ai-hardware-open/

https://techcrunch.com/2025/06/22/openai-pulls-promotional-materials-around-jony-ive-deal/

14:58 Elon legt sich mit Grok an, während xAI nach einer neuen Finanzierung sucht

https://www.threads.com/@carnage4life/post/DLKx6miRFXp

https://www.threads.com/@renee.diresta/post/DLKrILvsl0l

https://www.threads.com/@almarrone/post/DLKdtsLidko

https://www.threads.com/@melanie_darrigo/post/DLKzJ2FxF_W

https://www.reuters.com/business/musks-xai-talks-raise-43-billion-equity-funding-bloomberg-news-reports-2025-06-17/

https://www.theverge.com/news/690846/tesla-robotaxi-first-reaction-austin

21:56 Google Gemini 2.5 Flash Lite – AI generiert UI während du sie nutzt

27:15 Wix kauft 6-Monate-altes Startup für 80 Millionen

https://www.wix.com/press-room/home/post/wix-further-expands-into-vibe-coding-with-acquisition-of-base44-a-hyper-growth-startup-that-simplif

30:29 SEAL – Wenn AI ihr eigenes Gehirn umschreibt

35:08 Die neue Joblandschaft der AI-Ära

https://www.nytimes.com/2025/06/17/magazine/ai-new-jobs.html

41:33 Die Pläne von Cloudflare für das AI-Zeitalter

https://www.axios.com/2025/06/19/ai-search-traffic-publishers

47:50 Buchempfehlung: The Spinoza Problem von Irvin D. Yalom