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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

00:15 Einführung02:26 Quartalszahlen: Alphabet & Tesla https://www.cnbc.com/2025/07/23/alphabet-google-q2-earnings.htmlhttps://www.cnbc.com/2025/07/24/tesla-tsla-shares-today.htmlhttps://www.cnbc.com/2025/07/26/tesla-investors-grow-wary-of-elon-musk-robotaxi-promises.html12:41 Trumps KI-Offensive & Zöllehttps://www.anthropic.com/news/thoughts-on-america-s-ai-action-planhttps://www.nytimes.com/2025/07/23/technology/trump-ai-executive-orders.html https://www.theguardian.com/technology/2025/jul/25/trump-ai-action-planhttps://www.nytimes.com/2025/07/23/technology/trump-ai-chatbots-bias.html https://www.publicnotice.co/p/trump-ai-action-plan-altman-llms25:02 China schlägt zurück: AI Kooperation vs. Cyberkrieghttps://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-microsoft27:06 Ethik vs. Kapital: Anthropics Dilemma mit Golfstaaten-Geldhttps://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.html38:58 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-Olympiadehttps://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/1946594928945148246https://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 Chiphttps://www.sciencedaily.com/releases/2025/07/250724232413.htm57:35 Buchempfehlung: Cixin Liu - "Of Ants & Dinosaurs"

00:00 Intro03:13 Die hässliche Fratze der (sozialen) Medienhttps://www.nbcnews.com/news/us-news/astronomer-ceo-resigns-coldplay-kiss-cam-scandal-rcna219783https://variety.com/2025/digital/news/astronomer-viral-video-ceo-hr-chief-coldplay-concert-1236464306/11:41 Trump vs. Murdoch - Opfer: Journalismushttps://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 Favorithttps://archive.ph/2025.07.19-204319/https://www.wsj.com/tech/ai/sam-altman-donald-trump-musk-ai-198ae5d126:11 OpenAI's neue Agenten und deren Fähigkeitenhttps://www.theverge.com/ai-artificial-intelligence/709158/openai-new-release-chatgpt-agent-operator-deep-research https://openai.com/index/introducing-chatgpt-agent/https://techcrunch.com/2025/07/17/openai-launches-a-general-purpose-agent-in-chatgpt/33:55 Zukunft der AI-Agenten im Handelhttps://www.ft.com/content/449102a2-d270-4d68-8616-70bfbaf212de⁠ 36:25 Notebook LM und Zukunftsvisionhttps://techcrunch.com/2025/07/14/notebooklm-adds-featured-notebooks-from-the-economist-the-atlantic-and-others/ 43:20 Entwicklungen bei OpenAI und der AI-Industrie47:55 Wert von Shares und Acquihirehttps://www.nytimes.com/2025/07/14/technology/cognition-ai-windsurf.html https://www.businessinsider.com/vinod-khosla-windsurf-founders-google-deepmind-openai-2025-7https://archive.ph/2025.07.20-022820/https://www.bloomberg.com/news/newsletters/2025-07-18/google-s-windsurf-deal-a-wake-up-call-for-ai-startup-employeeshttps://www.linkedin.com/posts/alexanderbraun_openai-offered-3bn-to-acquire-windsurf-activity-7349745082289348608-_KcA/https://www.forbes.com/sites/josipamajic/2025/07/15/why-acquihires-are-reshaping-silicon-valley-ai-investments/https://kwokchain.com/2025/07/15/the-halo-effect/50:45 Herausforderungen für Scale AI und Marktveränderungenhttps://www.theinformation.com/briefings/scale-ai-lays-14-staff-meta-deal 52:56 Claude Financialhttps://www.cnbc.com/2025/07/15/claude-ai-financial-anthropic-amazon.htmlhttps://www.bloomberg.com/news/articles/2025-07-15/openai-rival-anthropic-courts-finance-industry-with-new-ai-tools55:22 Lovable und Go-To-Market Strategienhttps://techcrunch.com/2025/07/17/lovable-becomes-a-unicorn-with-200m-series-a-just-8-months-after-launch/https://www.bloomberg.com/news/articles/2025-07-17/swedish-vibe-coding-firm-lovable-hits-1-8-billion-valuation57:34 Meta's Strategiewechsel im AI-Bereichhttps://www.nytimes.com/2025/07/14/technology/meta-superintelligence-lab-ai.htmlhttps://techcrunch.com/2025/07/14/meta-built-its-ai-reputation-on-openness-that-may-be-changing/01:01:33 Netflix: Generative AI in der Filmindustriehttps://arstechnica.com/gadgets/2025/07/netflixs-first-show-with-generative-ai-is-a-sign-of-whats-to-come-in-tv-film/https://techcrunch.com/2025/07/18/netflix-starts-using-genai-in-its-shows-and-films/01:05:21 Buchtipp

00:15 Einführung02:54 Nvidia: Der Schaufelverkäufer des AI-Boomshttps://www.cnbc.com/2025/07/09/nvidia-4-trillion.htmlhttps://www.linkedin.com/posts/alexanderbraun_nvidia-just-became-the-first-4-trillion-activity-7349324601086148609-STJ3https://www.threads.com/@barchartofficial/post/DL-0DAgSxzzhttps://www.ft.com/content/e496f80f-1789-46b3-9275-a3f54344047ehttps://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 grüßenhttps://x.ai/news/grok-4https://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-contenthttps://www.theguardian.com/us-news/2025/jul/12/elon-musk-grok-antisemitichttps://www.ft.com/content/ea64824b-0272-4520-9bed-cd62d7623064https://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 anhttps://www.reuters.com/business/media-telecom/openai-release-web-browser-challenge-google-chrome-2025-07-09/https://www.perplexity.ai/hub/blog/introducing-comethttps://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 Windsurfhttps://techcrunch.com/2025/07/09/openai-to-release-web-browser-in-challenge-to-google-chrome.htmlhttps://www.threads.com/@thestockmarket.news/post/DL3SV0bs1m7https://www.linkedin.com/posts/alexanderbraun_openai-offered-3bn-to-acquire-windsurf-activity-7349745082289348608-_KcAhttps://www.theregister.com/AMP/2025/07/11/ai_code_tools_slow_down/ 41:21 Gerüchteküche: Apple und die Übernahme von Mistralhttps://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-md1mhrj4https://finance.yahoo.com/news/apple-no-2-retiring-might-200000176.html 46:22 AWS und Anthropic bauen Agent-Marktplatz - Amazon will weitere Milliarden investierenhttps://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-Medikamentenentwicklunghttps://www.fastcompany.com/91363911/googles-ai-drug-company-says-human-trials-are-very-closehttps://medium.com/@ninza7/ai-is-now-designing-new-drugs-from-scratch-in-just-two-weeks-5999a6928b7953:39 Manipulation von KI-basierten Peer-Reviewshttps://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 Fahrzeugehttps://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html 58:22 Buchvorstellung: The Sirens Call von Chris Hayes