Zurück zur Zukunft - Tech-News und Business Models

Trumps Superintelligence und Enemy Artificial Intelligence https://x.com/andrewcurran_/status/2108237001027957056 https://www.heise.de/en/news/Superintelligence-not-AI-Nadella-Huang-Bezos-Co-follow-Trump-s-directive-11483744.html https://x.com/benioff/status/2108658674118111442 Marktreaktionen auf OpenAI-Umsatzzahlen Auswirkungen der Data Center Angriffe auf Bot-Traffic https://www.tomshardware.com/tech-industry/data-centers/russian-disinformation-bot-traffic-nearly-eliminated-overnight-after-ukraine-drone-strikes-cripple-multiple-of-russias-google-data-centers-ukraine-intensifies-bombing-of-yandex-data-centers-in-response-to-moscows-strikes-on-kyiv-data-centers https://x.com/youranoncentral/status/2109270872976761003 https://x.com/tomaszdechovsky/status/2109328777452962127 https://x.com/Ander_Bruckes/status/2109642828569596352 Neue Dashboards und Cloud-Tools: Was ist neu? https://x.com/claudeai/status/2108271552991252810 Regulatorische Maßnahmen und ethische Verbote in der KI Mathematische Durchbrüche durch KI und ihre Bedeutung https://x.com/mylifcc/status/2108185219341979792 Disruption traditioneller Branchen durch KI https://x.com/kimmonismus/status/2109215182035583229 Jev mit Finanzierung - und Microsoft-Konkurrenz https://techcrunch.com/2026/10/09/the-maker-of-non-text-ai-model-jev-valued-at-7-5b-just-weeks-after-launch/ https://x.com/ompemi/status/2109219746159673531 Kalender-Phishing?

Finanzierungsrunde mika: 6 Mio. Euro Seed: Vom Termsheet zum Geld auf dem Konto https://dealroom.co/news/155617-mika-raises-6m-to-make-tax-advisers-optional-for-german-small-businesses/ Der Fall Wanja Oberhof https://www.handelsblatt.com/unternehmen/management/wanja-oberhof-deutscher-unternehmer-in-new-york-festgenommen/100255543.html Trump, die AI-CEOs im Weißen Haus und die Umbenennung von „AI“ in „Superintelligence“ https://www.nbcnews.com/politics/trump-administration/trump-announces-members-ai-task-force-rcna601494 https://www.wired.com/story/trumps-crazy-ai-rebrand-was-a-loyalty-test-for-tech-execs-and-it-worked/ https://www.semafor.com/article/09/30/2026/how-zuckerberg-shaped-trumps-ai-industry-pledge https://www.ksl.com/article/news/utah/science-and-tech/musk-says-he-will-rename-spacexai-to-spacexsi/51632191 „1984“-Moment: Begriffe umdefinieren und die Abhängigkeit der Milliardäre Das geleakte Anthropic-S1 https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/ Versicherbarkeit von KI-Risiken https://www.cnbc.com/amp/2026/09/29/anthropic-warns-ai-existential-risks-ipo-filing-reuters.html https://economy.ac/news/2026/08/202608289700 https://www.handelsblatt.com/finanzen/banken-versicherungen/versicherer/versicherer-allianz-manager-warnt-ki-risiken-nicht-vollstaendig-versicherbar/100256086.htm https://finance.yahoo.com/technology/ai/articles/trump-reportedly-says-government-might-015421566.html OpenAI-Sicherheitschef geht Meta-Event, Muse und OpenClaw https://www.nytimes.com/2026/09/30/technology/meta-ai-data-centers-taxes.html OpenAI Dots https://siliconangle.com/2026/09/29/openai-launches-dots-always-on-ai-agents-in-chatgpt-with-their-own-cloud-computers/ Claude Opus 5.5 in der Praxis https://www.thurrott.com/a-i/anthropic/341913/anthropic-releases-claude-opus-5-5 Modellrennen: Sonnet 5.5, Fable, GPT-6 Astra und Gemini 4 Argon https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-4-argon/ „Jev“: das Entscheidungsmodell als schnelles System 1 Wem gehört der KI-Kontext? „GEMA für Wissensarbeiter“? KI-Kompetenz im Recruiting: KI-Slop in der Bewerbung vs. echtes Judgment Buchempfehlung: „Reboot“ von Jerry Colonna

Heute keine "richtige" Folge, da wir beide bei Bits & Pretzels unterwegs sind. Wer uns vermisst - hier eine Podcastempfehlung. Agnieszka Spricht mit dem Startup Insider über ihre Finanzierungsrunde, Geschäftsmodelle, Technologie und die Zukunft https://open.spotify.com/episode/5TgdlurFAAFC7Tb2XaPnGM?si=f3tnjbJXTM-csMxywlaaqQ&nd=1&dlsi=053ead2899234db4

Die Bremsdebatte wurde politisch: Laut WSJ haben Zuckerberg, Musk und Jensen Huang bei Trump gegen eine KI-Aufsichtsbehörde interveniert. Trump selbst nannte die Risiken einen Hoax und kündigte eine "AI Force" an. Anthropic holt sich derweil ausgerechnet Accenture als unabhängigen Prüfer – Alex erklärt, warum das historisch pikant ist. Außerdem: Google gibt zu, dass Gemini bei einem Test in echte Firmen eingebrochen ist. Europa meldet sich zu Wort, niemand hört zu. Die NYT nimmt Dario Amodeis Essays auseinander. Anthropic geht nun doch an die Börse, OpenAI verschiebt. Iran, China und israelische Firmen fahren vollautonome Propagandakampagnen auf Open-Source-Modellen. Und Jev von TypeSafe ist plötzlich das heiße Ding – obwohl es gar kein LLM ist. Nächste Folge in zwei Wochen, wir sind auf der Bits & Pretzels. Meldet euch, wenn ihr da seid. KAPITEL 00:00 Einführung 02:20 Die KI-Chefs wollen bremsen, Trump nennt es einen HoaxLobbying hinter den Kulissen, die AI Force, der neue KI-Zar – und Accenture als Wächter.https://www.forbes.com/sites/siladityaray/2026/09/17/zuckerberg-musk-and-jensen-reportedly-convinced-trump-to-block-ai-regulator/ 21:18 Auch Googles KI hat drei Firmen gehacktGemini bricht bei einem Sicherheitstest aus. Die Frage ist nicht, wie gut die Modelle hacken, sondern wie schlecht die Sandboxes gebaut sind.https://www.axios.com/2026/09/19/google-safety-incidents-testing-hacks 24:49 Warum Europa bei der Sicherheitsdebatte nicht mitredetVon der Leyen lädt die Frontier Labs ein und es interessiert niemanden. Wer nichts baut, sitzt nicht am Tisch.https://www.inkl.com/news/why-europe-has-been-absent-from-the-great-ai-safety-debate 28:12 Dario Amodei: der Mann, der vor seinem eigenen Produkt warntSechs Essays, über 50.000 Wörter – und der Vorwurf, die Haltung ändere sich mit der politischen Wetterlage.https://www.nytimes.com/2026/09/19/technology/anthropic-dario-amodei-essays.html 33:40 Anthropic: Börsengang doch nicht verschoben?OpenAI schiebt, Anthropic zieht durch. Dazu: Was passiert mit Moats im Software-Bereich, wenn Code billig wird?https://www.axios.com/2026/09/18/anthropic-100-billion-revenue 37:37 Iran und China lassen KI-Agenten Propaganda machenChinesische Open-Source-Modelle, entfernte Guardrails, Agenten, die selbst Fake-Accounts bespielen. Noch plump, aber billig – und kurz vor den Midterms.https://www.nytimes.com/2026/09/18/technology/iran-china-ai-influence-campaigns.html 42:33 Irans Angriffe auf AWS-RechenzentrenBahrain und die Emirate: Amazon gibt die Wiederherstellung auf, Kundendaten sind endgültig weg.https://www.cnbc.com/2026/09/15/aws-cant-restore-service-to-bahrain-uae-6-months-after-iran-strikes.html 44:08 Jev – the new hot sh*t in AI?Kein Sprachmodell, sondern ein Decision Model. Wir haben es bei mika getestet: Die versprochenen Einsparungen hängen stark vom Use Case ab.https://typesafe.ai/blog/introducing-system-one-models-and-jev 48:31 Personalisierte Agenten und ihre HerausforderungenInstinct von 2,5 auf 10 Milliarden Bewertung in einem Monat. Kann gegen Metas Muse überhaupt jemand gewinnen?https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/ 52:11 Buchbesprechung: "This Is Your Brain on Music"Daniel Levitin über Musik im Gehirn. Unbedingt als Hörbuch.

00:15 Einführung 04:40 Almodei fordert die Drosselung der KI-Entwicklung, Altman und Musk stimmen zu https://www.axios.com/2026/09/12/anthropic-ai-amodei-pacing https://fortune.com/2026/09/09/anthropic-researcher-resigns-warn-ai-companies-gambling-with-lives/ https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/ https://podcasts.apple.com/us/podcast/the-a-i-mob-that-attacked-hugging-face-metrs-ajeya-cotra/id1528594034?i=1000787837136 28:41 Ökonomische Szenarien und AI-Einfluss auf das BIP https://www.anthropic.com/institute/econ-scenarios http://backreaction.blogspot.com/2026/09/i-was-offered-money-to-tell-you-ai-will.html 37:04 OpenAI hat ein 90 Jahre altes Mathematikproblem gelöst https://www.quantamagazine.org/ai-has-solved-one-of-maths-1-million-millennium-prize-problems-20260908/ 41:30 Ein KI-Entwickeltes Lungenmedikament macht Menschen biologisch jünger https://www.medicalnewstoday.com/articles/ai-designed-lung-disease-drug-lowers-biological-age-markers-early-trial 44:33 Meta Muse und der Hype rund um persönliche Agenten https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/ 53:40 Mistrals Finanzierungsrunde und die europäische Tech-Landschaft https://techcrunch.com/2026/09/08/mistral-raises-e3b-as-sovereign-ai-becomes-big-business/ https://www.handelsblatt.com/technik/ki/ki-es-gibt-eine-andere-moeglichkeit-als-zu-google-zu-gehen/100252652.html https://www.youtube.com/watch?v=daNcnpTBXWM 01:04:37 Bending Spoons kauft Miro https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-miro 01:12:31 Buchempfehlung: Daniel Kehlmann, Lichtspiel, und Yishai Sarid, Chamäleon. https://www.rowohlt.de/buch/daniel-kehlmann-lichtspiel-9783498003876 https://www.perlentaucher.de/buch/yishai-sarid/chamaeleon.html

00:33 Neue KI-Modelle und Update-Fatigue https://www.cnbc.com/2026/09/06/meta-google-openai-anthropic-ai-model-fatigue.html 04:17 Zunahme kritischer Cyber-Vulnerabilities und Statistiken https://www.a16z.news/p/chart-of-the-week-experience-skills 08:36 Hackerangriffe auf Berliner Landesämter und deren Folgen https://www.golem.de/news/berlin-bsi-warnt-nach-datenveroeffentlichung-durch-hacker-vor-erhoehter-gefahr-2609-212686.html https://www.tagesspiegel.de/berlin/14-millionen-dateien-aus-berliner-it-netz-erbeutet-hacker-veroffentlichen-geheime-daten-fur-den-verteidigungsfall-als-download-16015921.html https://www.golem.de/news/berliner-verwaltungsdaten-geleakt-der-daten-super-gau-aus-der-hauptstadt-2609-212694.html https://x.com/PeterTiede/status/2096663305196798131 https://www.rbb24.de/politik/beitrag/2026/09/berlin-hackerangriff-schutz-software-streit-senat-bezirke.html https://www.golem.de/news/hackerangriff-in-berlin-bezirk-verweigert-einsatz-von-crowdstrike-2609-212690.html https://www.euronews.com/next/2026/09/05/berlin-cyberattack-hackers-leak-highly-sensitive-data-across-dark-web 17:28 KI und Produktivitätszuwächse in Unternehmen https://lazy-fox.ai/blog/why-ai-transformations-fail.html

02:27 – Der große Meta-Vergleich: 18 Milliarden statt einer Billion AP über KOB 4: Meta reaches landmark $18 billion settlement with states in trial over teen social media addiction Free Speech Center: Meta reaches landmark $18 billion settlement AP über KOB 4: Details des Vergleichs Texarkana Gazette (AP): Meta reaches landmark $18 billion settlement 17:49 – Nvidia kauft Hugging Face für 13 Milliarden CNBC: Nvidia agrees to buy Hugging Face for $12.9 billion, report says TechCrunch: Nvidia closes in on Hugging Face acquisition Forbes: Nvidia Has Reportedly Agreed To Buy Hugging Face For $13 Billion 19:46 – Nvidia investiert in Perplexity The Information: Nvidia Discusses Perplexity Investment at $30 Billion-Plus Valuation Reuters über Yahoo Finance: Nvidia discusses Perplexity investment at $30 billion-plus valuation 24:30 – WSJ: Nvidias Rechenzentrums-Deals und die Wettbewerbsfrage Techstrong.ai: NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust Scrutiny TNW: Nvidia has paused parts of the revenue-sharing programme it launched in July Tom's Hardware: Nvidia denies pausing AI cloud commitments initiative after reported partner backlash 27:36 – Anthropic: 30 Billionen TAM und die MHS-Ankündigung — mit Agnieszka Anthropic: Previewing the Model Hardware Standard CNBC: Anthropic pushes into physical world with new standard to help AI agents operate machines Fortune: Anthropic makes first move into physical AI with universal standard The Register: Anthropic proposes plumbing spec to link AI agents to lab kit and robots Fortune: Anthropic's $30 trillion market size estimate is outlandish. That may be the point. Quartz: Anthropic pitches IPO investors on $30 trillion market opportunity 38:23 – Nvidia-Quartalszahlen: der Ausbruch aus dem Negativstrudel CNBC: Nvidia earnings takeaways – Huang forecasts 70% fiscal 2028 revenue growth, far above estimates Kiplinger: Nvidia Earnings – Updates and Commentary August 2026 Motley Fool: Nvidia (NVDA) Q2 2027 Earnings Call Transcript CNBC: Huang forecasts 70% fiscal 2028 revenue growth 47:17 – CrowdStrike: Cybersecurity als Boom-Markt StockStory über FinancialContent: CrowdStrike Surprises With Q2 CY2026 Sales, Stock Jumps 11.7% Timothy Sykes: CrowdStrike Stock Jumps As AI Security Fuels Record Growth 49:44 – SaaS-Apokalypse? Salesforce-Zahlen und Agentforce CNBC: Salesforce stock jumps 18% on AI growth and Anthropic investment gain CNBC: Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics TechTimes: Salesforce Launches Claudeforce, Posts Four-Year Revenue High as AI Threat Thesis Collapses Motley Fool: Here's Why Salesforce Stock Soared Today

00:00 Intro 00:16 Themenüberblick der Woche 04:26 Moderna & Merck: Personalisierte Krebsimpfung besteht Phase 3 Dermatology Times: Personalized mRNA-Based Melanoma Vaccine Meets Primary Endpoints 13:49 Age of Always On: Meta Ray-Ban und der Kipppunkt EFF/State of Surveillance: Meta Shipped Facial Recognition Code to Millions of Ray-Bans Next Reality: Meta Ray-Ban Glasses Facial Recognition Quietly Removed After Outcry 17:24 ICE verbietet Mitarbeitern die Meta-Brille Engadget: ICE agents can't wear Meta glasses while they work, official memo warns⁠ ⁠Gizmodo: Even ICE Thinks Smart Glasses Are a Privacy Liability⁠ 19:49 Apple: AirPods mit Kamera MacRumors: Apple's Camera-Equipped AirPods Confirmed – See Them in Action⁠ ⁠TechCrunch: Apple's new macOS update reportedly contains a video of AirPods with a camera⁠ 23:15 Voice-Recorder als eigene Hardware-Kategorie: Plaud, Pocket & Co. ⁠TechCrunch: Pocket raises $11M in bet on rising demand for AI note-taking devices⁠ ⁠AI Chat Daily: Plaud crosses $100M ARR after shipping 2M AI notetakers⁠ 27:36 Heimlich mitschneiden: Recht, Ethik und Note-Taker TechTimes: AI Voice Recorder Raises $11M – Using It Without Consent Is a Felony in These States 31:41 Always On im Unternehmen: Real-Time-Steuerung und Second Order Effects 38:30 OpenAI zieht die Handbremse: Trainingsstopp und Modell Astra OpenAI: Pacing model development in an era of cyber-critical capabilities Axios: OpenAI Astra may have hit critical cyber threshold, prompting safety overhaul Forbes: OpenAI Paused AI Training For Two Weeks – Here's What That Means 41:46 Alibaba Qwen 3.8: Frontier-Niveau als Open Source MarkTechPost: Alibaba Qwen Releases Qwen3.8-Max Open Source For You: Alibaba Debuts Frontier-Scale Open Source Qwen3.8-Max 43:12 Cybersecurity: Wenn Patch Day zu Exploit Day wird Plain English Podcast mit Alex Stamos CyberScoop: Security leaders say the next two years are going to be 'insane' (Mandia, Stamos, Adamski) SecurityWeek: August 2026 Patch Tuesday – Microsoft Fixes 421 CVEs, One Exploited Zero-Day 48:40 OpenAI: Datenschutz für Geschäftskunden Help Net Security: OpenAI previews privacy-focused system for detecting AI misuse Digital Trends: OpenAI wants to monitor AI abuse without forcing customers to hand over their data 52:05 ChatGPT "Computer History": Keylogger als Feature The Decoder: OpenAI's Computer History turns your clicks and keystrokes into a searchable ChatGPT memory timeline TNW: OpenAI's new ChatGPT feature logs your keystrokes and stores them in plain text 54:56 OpenAI: Börsengang 2027, Zahlen und Werbung CNBC: OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees Technology.org: OpenAI Cuts GPT-5.6 Sol Developer Pricing by More Than 20% Neowin: OpenAI expands ChatGPT ads to 31 European markets 58:35 ChatGPT for Teens und Elternkontrolle OpenAI: Introducing ChatGPT for Teens OpenAI: Introducing parental controls gHacks: OpenAI Launches ChatGPT for Teens With Study-Focused Features 1:02:52 Google kauft die Daten der bankrotten Spirit Airlines Axios: Google buys Spirit Airlines emails, chats, documents out of bankruptcy Forbes: Google Paying $10 Million For Spirit Airlines' Data To Train AI 1:05:03 Daten als Gold: Mercor, Simple Closure & Monetarisierung Fast Company: Shuttered startups are selling old Slack chats and emails to AI companies 1:10:39 Digitale Zwillinge: Harvard klont Dozenten TechCrunch: Harvard's $699 startup bootcamp offers AI avatars of its instructors 1:13:18 Pew Research: Wie viel des Internets schreibt die KI? Pew Research Center: How Much of the Internet Is Written With AI? TechCrunch: A third of web pages published since ChatGPT launched were written by AI 1:18:37 Buchempfehlung: "Don't Be Evil" 1:23:57 Buchverkäufe im KI-Zeitalter – und Amazons Buchschredder tim.blog: Has AI Already Killed How-To Nonfiction? Sales Trends, My Personal Data, and What It Might Mean 404 Media: We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training Facility

00:15 Einführung 04:15 Unsichtbare Tinte für KI-Text: Anthropic watermarkt Claudehttps://www.anthropic.com/news/claude-text-watermarkhttps://the-decoder.com/anthropic-announces-watermark-detection-api-that-will-let-third-parties-detect-claudes-ai-texts/https://www.pangram.com/blog/what-does-your-ai-detection-score-meanhttps://www.forbes.com/sites/jonmarkman/2026/08/13/anthropic-eyes-2-trillion-in-october-ipo-a-record-breaking-debut/ 32:02 Suno watermarkt Songs, Spotify labelt KI-Künstlerhttps://techcrunch.com/2026/08/06/amid-legal-battles-suno-says-it-will-start-watermarking-songs/https://techcrunch.com/2026/08/11/spotify-will-label-ai-persona-profiles-and-exclude-their-music-from-recommendations/ 38:44 Das Wort der Woche: Harness. Grok Bot und DeepSeek Harnesshttps://deepseek.com/harness/en/https://thenewstack.io/deepseek-harness-open-source-plugins/https://docs.x.ai/grok-bot/computer-and-appshttps://arxiv.org/abs/2606.10106 48:15 Neues open-weight Modell von Meta und ein Manifest von Mark Zuckerberghttps://www.meta.com/thefutureisforeveryone/https://www.axios.com/2026/08/10/zuckerberg-ai-manifesto-metahttps://nmdoj.gov/press-release/court-orders-meta-to-pay-942-million-and-overhaul-protections-for-children-on-facebook-and-instagram-in-landmark-new-mexico-ruling/ 56:56 WorldClaw: Tencent baut 3D-Welten und benutzt Claude als Gehirnhttps://arxiv.org/abs/2608.05248https://tencent-hunyuan.github.io/Hunyuan3D-WorldClaw/ 59:10 Die Neuausrichtung von Mistralhttps://www.digitalapplied.com/blog/mistral-hosts-rival-open-models-regional-endpoints-2026https://techcrunch.com/2026/03/30/mistral-ai-raises-830m-in-debt-to-set-up-a-data-center-near-paris/ 01:01:58 Gebärdensprache auf dem Handy: Googles SL2Thttps://deepmind.google/blog/putting-sign-language-ai-into-users-hands/ 01:03:09 Wo geht's hin mit Lovable, Workday und Canvahttps://techcrunch.com/2026/08/12/lovable-confirms-new-13-3b-valuation-raises-another-400m/https://www.axios.com/2026/08/14/silver-lake-workday-take-privatehttps://cryptobriefing.com/canva-cuts-revenue-forecast-ai-costs/ 01:10:32 Truth APIhttps://www.cnn.com/2026/08/11/business/wall-street-trump-truth-socialhttps://fortune.com/2026/08/12/trump-media-truth-api-insider-trading/ 01:14:22 Buchempfehlung: Der Mann, der seine Frau mit einem Hut verwechseltehttps://www.oliversacks.com/oliver-sacks-books/the-man-who-mistook-his-wife-for-a-hat/

00:15 – Intro: Die Themen der Woche im Überblick 03:29 – Google-Beben: Jeff Dean gründet Startup, Demis Hassabis übergibt das Tagesgeschäft Google's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO (CNBC) Jeff Dean and other top AI researchers are leaving Google to launch their own startup (TechCrunch) Demis Hassabis' new Google DeepMind role explained (CNBC) 06:31 – DeepMinds Anfänge & warum Google die Sprachmodell-Welle verpasste The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence – Sebastian Mallaby (Penguin Random House) The Infinity Machine (Goodreads) 14:27 – Braucht Google überhaupt das führende KI-Modell? „Good enough" reicht vielleicht schon 16:36 – Der Exodus: Noam Shazeer zu OpenAI, John Jumper zu Anthropic Google Gemini co-lead Noam Shazeer leaves for OpenAI (CNBC) Star Google Researcher Joins OpenAI in Coup for ChatGPT Creator (Bloomberg) Nobel laureate John Jumper is leaving DeepMind for rival Anthropic (TechCrunch) 20:04 – Jeff Deans neues Startup „Discovery Loop": KI automatisiert die wissenschaftliche Methode Jeff Dean Leaves Google to Automate the Scientific Method With Discovery Loop (Unite.AI) Jeff Dean leaving Google after 27 years to co-found Discovery Loop (Quartz) 21:55 – Anthropic baut eigene Chips: Gespräche mit Samsung Anthropic in Talks With Samsung to Manufacture Custom AI Chip (The Information) 29:00 – Wettrüsten ums „gefährlichste" KI-Modell: OpenAI, Anthropic und jetzt auch Meta Déjà Vu? Meta's AI Escapes Testing Lab in Hacking Joyride (Dark Reading) Meta AI breaches external firm during security testing sandbox error (NPR) 32:46 – NVIDIAs „Open Secure AI Alliance": Verteidiger brauchen auch Frontier-KI Industry Leaders Join Open Secure AI Alliance for AI Safety and Security (NVIDIA Blog) NVIDIA Forms 37-Member Open Secure AI Alliance and Open-Sources NOOA Framework (The Hacker News) Nvidia, SpaceX, Microsoft launch AI safety initiative as OpenAI cyberattack fallout continues (CNBC) 34:09 – Palo-Alto-Networks-CEO Nikesh Arora: Sind die Modell-„Ausbrüche" nur PR? 20VC: Palo Alto Networks CEO Nikesh Arora – The Twenty Minute VC mit Harry Stebbings (Apple Podcasts) 20VC: Palo Alto Networks CEO Nikesh Arora on How to Create and Sustain Competitive Advantage and Defensibility (Spotify) 36:56 – Bending Spoons übernimmt Airtable für 1,3 Milliarden Dollar Bending Spoons makes first post-IPO acquisition with $1.3 billion Airtable deal (CNBC) Bending Spoons to buy Airtable for $1.28B (TechCrunch) 45:47 – Shopify: KI-Traffic und -Bestellungen verdreifachen sich Shopify Q2 2026 slides: AI commerce drives 3x traffic surge (Investing.com) Shopify's AI Traffic Triples as Shoppers Skip the Search Bar (PYMNTS) Shopify Credits AI for 34% Revenue Growth in Q2 2026 (Retail TouchPoints) 49:47 – Atlassian: Quartalszahlen lassen Aktie um 35 % steigen Here's Why Atlassian Stock Surged 35% Last Friday (TIKR) Atlassian Earnings Call Highlights Cloud and AI Surge (The Globe and Mail) 57:46 – Notion im KI-Zeitalter: Bleibt das „Second Brain" relevant? 1:04:33 – MySpace-Comeback: Ein Social Network ohne Algorithmus MySpace confirms it is coming back, without Myspace Tom (We Rave You) Myspace eyes comeback as an 'antidote' to social media fatigue — but it may be a long shot (CNBC) Myspace wants to sell you a feed without an algorithm. Brussels is about to make that mandatory anyway (The Next Web) 1:12:50 – Buchempfehlung: „The Infinity Machine" von Sebastian Mallaby The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence (Penguin Random House) sebastian mallabys new cfr book details the rise of deepminds demis hassabis (Council on Foreign Relations)

00:01 – Intro: Die Themen der Woche im Überblick 03:07 – Die AI-Wette in der Crunchtime 05:25 – NVIDIAs 250-Milliarden-Dollar-Garantie für OpenAIs Rechenzentren Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports (Yahoo Finance) Big Tech's AI Debt Binge Tests High-Grade Market, Barclays Says (Yahoo Finance) 06:50 – Microsoft-Zahlen: Azure wächst 43 %, größter Tagesgewinn der Geschichte Microsoft's stock has biggest one-day gain since 2008, adding $480 billion in market value (Fortune) Microsoft (MSFT) Q4 earnings report 2026 (CNBC) 08:24 – Meta vs. Microsoft: Warum die Börse so unterschiedlich reagiert Meta's stock drops on disappointing guidance, dwindling free cash flow (CNBC) 12:56 – Microsofts Klumpenrisiko: 625 Milliarden Dollar Auftragsbestand, 45 % davon OpenAI Microsoft (MSFT) Q4 earnings report 2026 (CNBC) 14:15 – Amazon-Zahlen: AWS wächst 37 %, Capex steigt auf 220 Milliarden Dollar Amazon hikes 2026 capex to $220 billion due to higher memory costs (CNBC) AWS Backlog Hits $496B as Amazon Raises AI Spend to $220B and Capacity Runs Short (Tech Times) 15:36 – Leopold Aschenbrenner: Vom KI-Wunderkind zum Margin Call How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days (CNBC) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) Timing - and task number one... https://x.com/dnapway/status/2082876150322540657 https://x.com/tbpn/status/2083226453509030285 27:30 – Larry Ellison und der historische Oracle-Crash Oracle's stock crash looks embarrassing for billionaire founder Larry Ellison (Yahoo Finance) 30:02 – Die zentrale Frage: Data-Center-Boom vs. Enterprise-Returnhttps://x.com/raph_dornano/status/2082164433548443726 32:31 – OpenAI Presence: Der Vorstoß in die Unternehmen Introducing OpenAI Presence (OpenAI) OpenAI tries the consulting path with 'Presence', charging enterprises boots-on-the-ground prices to deploy agents (The Register) 35:15 – Wer ist gefährlicher? Anthropic und OpenAI melden Modell-Ausbrüche Anthropic's Claude AI Broke Into Three Companies During Security Tests (Forbes) After OpenAI disclosure, Anthropic says Claude also hacked outside systems (Al Jazeera) 38:25 – "Prompt Injection als Role Confusion": Warum Sprachmodelle sich nie ganz absichern lassen Prompt Injection as Role Confusion (arXiv) Interesting Paper Exploring Prompt Injection (Schneier on Security) Security researchers tricked LLMs into giving them cocaine recipes by abusing role models for prompt injection (The Register) 44:26 – Satya Nadellas Datenparadox: Was ist das IP eines Unternehmens in der AI-Ära?https://lazy-fox.ai/blog/nadella-reverse-paradox.html 46:32 – EU AI Act: Kennzeichnungspflicht für KI-Inhalte seit 2. August The EU AI Act's Transparency Rules: A Practical Guide to Article 50 (artificialintelligenceact.eu) EU AI Labeling Rules Start August 2: What Article 50 Requires (progressiverobot.com) 52:45 – LinkedIns neuer "Seems like AI Slop"-Button LinkedIn adds a button to report AI-generated 'slop' (TechCrunch) LinkedIn adds a 'seems like AI slop' button after blocking billions of automated comment attempts (Fortune) 54:30 – Der geplatzte Buchdeal und die Frage: Was ist eigentlich "Slop"? Seven-Figure Book Deal Cancelled Over AI Suspicions Raises Questions About AI Guardrails (Publishers Lunch) 1:03:28 – Jack Dorseys "Buzz": Ein KI-nativer Slack-Herausforderer Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents (TechCrunch) 1:08:35 – Google stellt Gemini Robotics ER 2 vor Introducing Gemini Robotics ER 2 (Google Blog) Gemini Robotics 2 Expands Google's AI Capabilities for Humanoid Robots (Bloomberg) 1:10:25 – Travis Kalanick: 1,7 Milliarden Dollar für Robotik-Startup Atoms Travis Kalanick's robotics company raises $1.7B, led by a16z (TechCrunch) 1:11:41 – Buchempfehlung: "Der Gang vor die Hunde" von Erich Kästner

00:15 Einführung 04:27 OpenAIs Model haut aus dem Testkäfig ab und hackt Hugging Face https://www.theguardian.com/technology/2026/jul/22/openai-says-its-models-went-rogue-and-hacked-startup-in-unprecedented-incidenthttps://huggingface.co/blog/security-incident-july-2026https://openai.com/index/hugging-face-model-evaluation-security-incident/https://simonwillison.net/2026/Jul/22/openai-cyberattack/https://time.com/article/2026/07/24/openai-hugging-face-attack/https://epoch.ai/gradient-updates/openai-accidentally-hacked-hugging-face 15:45 Sanktionen gegen Chinesische LLMs und die Frage der Legalität der Destillation https://techcrunch.com/2026/07/22/treasury-threatens-sanctions-after-white-house-claims-moonshot-distilled-anthropics-fable/https://techcrunch.com/2026/07/23/experts-say-exploiting-anthropics-fable-isnt-how-kimi-k3-got-so-good/https://www.microsoft.com/en-us/corporate-responsibility/topics/open-weight/https://www.nytimes.com/2026/07/25/technology/open-source-silicon-valley-china.htmlhttps://simonwillison.net/2026/Jul/16/kimi-k3/ 25:24 Google Quartalszahlen und neue, günstigere Modelle https://9to5google.com/2026/07/22/alphabet-q2-2026-earnings/https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-6-flash-3-5-flash-lite-3-5-flash-cyber/https://techcrunch.com/2026/07/21/google-releases-three-new-gemini-models-but-no-3-5-pro/https://artificialanalysis.ai/models/gemini-3-6-flash 34:14 Anthropic: Opus 5 schlägt Fable in fast allen Benchmarks https://www.anthropic.com/news/claude-opus-5https://platform.claude.com/docs/en/build-with-claude/prompt-engineering/prompting-claude-opus-5https://simonwillison.net/2026/Jul/24/introducing-claude-opus-5/https://support.claude.com/en/articles/12512198-how-to-create-custom-skillshttps://www.buseybench.com/ 48:11 Kleine Firmen und KI: nicht Entlassungswelle, sondern Notwehr https://www.theguardian.com/business/2026/jul/26/small-businesses-aihttps://ec.europa.eu/eurostat/statistics-explained/index.php?title=Use_of_artificial_intelligence_in_enterpriseshttps://www.bitkom.org/Presse/Presseinformation/Digitalisierung-der-Wirtschaft-Unternehmen-beschaeftigen-sich-mit-KIhttps://www.ifo.de/pressemitteilung/2026-06-16/selbstaendige-setzen-staerker-auf-kuenstliche-intelligenzhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=5240924 56:00 About You schließt im Oktober das Fotostudio und generiert Produktbilder mit KI https://www.ibusiness.de/aktuell/db/653402sh.htmlhttps://www.scayle.com/studios/ 58:24 Warum sich Prozessanwälte gegen die selbstfahrenden Fahrzeuge währen https://marginalrevolution.com/marginalrevolution/2026/07/trial-lawyers-lobby-against-autonomous-vehicles.htmlhttps://waymo.com/safety/impact/ 01:02:11 Buch der Folge: Inside the Box — David Epstein https://davidepstein.com/inside-the-box/https://www.penguinrandomhouse.com/books/737494/inside-the-box-by-david-epstein/

00:15 Einführung 04:41 Volatilität an den Märkten und deren Auswirkungenhttps://www.nytimes.com/2026/07/17/business/stocks-ai-tech-wall-street.htmlhttps://thehill.com/policy/technology/5624075-ai-bubble-market-volatility/ 12:27 China holt massiv auf: Kimi K3 nur knapp hinter Fable und GPT 5.6https://techcrunch.com/2026/07/16/moonshots-upcoming-kimi-3-is-expected-to-close-the-gap-with-anthropics-opus-4-8/https://www.cnbc.com/2026/07/17/moonshot-ai-kimi-k3-model-openai-anthropic-china.htmlhttps://simonwillison.net/2026/Jul/16/kimi-k3/https://the-decoder.com/kimis-open-model-k3-nears-gpt-5-6-sol-and-fable-5-while-signaling-the-end-of-super-cheap-chinese-ai/ https://www.linkedin.com/feed/update/urn:li:activity:7485227891765665792/ 19:47 Inkling: ein Modell, das absichtlich nicht das beste isthttps://thinkingmachines.ai/news/introducing-inkling/https://techcrunch.com/2026/07/15/thinking-machines-amps-up-its-bet-against-one-size-fits-all-ai-with-its-first-open-model-inkling/https://artificialanalysis.ai/articles/thinking-machines-has-released-inkling-the-new-leading-u-s-open-weights-model 25:28 Die Compute-Rechnung: wer gewinnt langfristig?https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.htmlhttps://www.cnbc.com/2026/07/17/anthropic-meta-ai-compute.htmlhttps://www.bloomberg.com/news/articles/2026-05-20/anthropic-to-pay-spacex-nearly-45-billion-for-computing-dealhttps://www.axios.com/2026/05/14/anthropic-claude-price-openai-tokens 31:12 Loop engineering: wie machen wir das bei mikahttps://tech-blog.getmika.de/posts/notes-from-an-autonomous-build/ 43:10 Grok kopiert ganze Entwickler-Repositorieshttps://cybernews.com/ai-news/grok-build-git-repository-upload/https://thehackernews.com/2026/07/grok-build-uploads-entire-git.htmlhttps://thenextweb.com/news/grok-build-uploaded-entire-git-repositories-secrets 48:14 Claude: integrierter Browser und 1Passwordhttps://code.claude.com/docs/en/whats-newhttps://1password.com/blog/1password-for-claudehttps://techcrunch.com/2026/07/14/openais-first-hardware-device-is-reportedly-a-screenless-speaker-that-can-move/ 56:10 Wohin entwickelt sich die Google KI?https://techcrunch.com/2026/07/16/googles-ai-mode-now-lets-you-link-and-interact-with-select-apps/https://techcrunch.com/2026/07/16/google-continues-its-renaming-streak-by-turning-notebooklm-to-gemini-notebook/https://9to5google.com/2026/06/30/notebooklm-short-video-overviews/https://techcrunch.com/2026/07/16/google-vids-now-lets-you-star-in-your-own-ai-videos/https://www.axios.com/2026/07/10/meta-ai-image-consenthttps://theaiinsider.tech/2026/07/13/meta-removes-controversial-instagram-ai-photo-feature-following-widespread-backlash/ 01:00:34 AGI, dysthopische Claude-Werbung und institutioneller Handlungsbedarfhttps://digitaleconomy.stanford.edu/news/wemustactnow/https://demishassabis.substack.com/p/a-framework-for-frontier-ai-and-the-dawning-of-a-new-agehttps://time.com/article/2026/07/16/anthropic-ai-marketing-advertisement/https://techcrunch.com/2026/07/14/anthropics-newest-ad-is-creeping-people-out/ 01:08:32 Prominente Übernahmepläne von Stripe und Uberhttps://techcrunch.com/2026/07/15/stripe-and-advent-reportedly-offered-to-buy-paypal-for-around-53-4b/https://www.sec.gov/Archives/edgar/data/0001543151/000155278126000382/e26302_ex99-1.htm 01:11:57 Buchbesprechung: After Nationshttps://www.penguinrandomhouse.com/books/536696/after-nations-by-rana-dasgupta/https://www.newstatesman.com/culture/books/2026/03/in-time-of-the-breaking-of-nation-states

RAISE AI-Konferenz in Paris Forschung an simulierten menschlichen Verhaltensweisen ⁠https://www.indexventures.com/perspectives/life-the-universe-and-simile-leading-similes-series-a/⁠ Satya Nadella zu Eigentum in der AI-Nutzung https://x.com/satyanadella/status/2076323181154230284 LazyFox Approach: https://lazy-fox.ai/blog/nadella-reverse-paradox.html OpenAIs 5.6 Sol https://openai.com/index/gpt-5-6/ https://www.cnbc.com/2026/07/09/open-ai-sam-altman-chatgpt-5-6-sol.html Apple verklagt OpenAI https://techcrunch.com/2026/07/10/apple-sues-openai-over-alleged-trade-secret-theft/ Anthropic J-space https://www.anthropic.com/research/global-workspace https://open.spotify.com/episode/1P49PqWIUjJjHQosdx01GF?si=Qi6f-QU7QxK3oBU5LsKs2w Grok: SpaceX: auch mit neuem Model - Fokus: Coding und Preis https://techcrunch.com/2026/07/08/spacexai-releases-grok-4-5-which-elon-describes-as-an-opus-class-model/ Meta Muse Spark Model https://www.cnbc.com/amp/2026/07/09/meta-jumps-into-ai-coding-market-to-chase-anthropic-and-openai.html https://www.cnbc.com/2026/07/10/meta-shares-surge-6percent-as-optimism-grows-on-it.html EU-Strafen gegen Dark Patterns https://www.spiegel.de/netzwelt/netzpolitik/eu-justizkommissar-kuendigt-bussgelder-gegen-suechtig-machende-apps-an-a-23020da0-43e1-4c3a-9e86-1dba3b54e42c NATO Kill Web und autonome Waffensysteme https://thenextweb.com/news/nato-ai-kill-web-eastern-flank-deterrence-russia Buchtipp

00:15 Einführung 03:10 Fable ist zurückhttps://www.anthropic.com/news/redeploying-fable-5https://www.anthropic.com/news/fable-safeguards-jailbreak-frameworkhttps://9to5google.com/2026/07/01/anthropic-fable-5-returns-to-claude/https://www.marktechpost.com/2026/07/01/anthropic-redeploys-claude-fable-5-on-july-1-after-us-export-controls-lift-adds-new-cybersecurity-classifier/ 15:51 OpenAI bietet der US-Regierung 5% Anteile an - und will, dass alle mitmachenhttps://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.htmlhttps://www.forbes.com/sites/siladityaray/2026/07/02/openai-reportedly-pitches-granting-us-government-5-stake/https://www.bloomberg.com/news/articles/2026-07-02/openai-proposes-giving-the-us-government-a-5-stake-ft-says 25:38 Trumps Krypto-Aktivitäten und deren Auswirkungenhttps://abcnews.com/Politics/trump-made-1-billion-crypto-financial-disclosure-shows/story?id=134358357https://www.nbcnews.com/politics/donald-trump/financial-disclosure-1-billion-cryptocurrency-earnings-meme-coins-rcna352497https://time.com/article/2026/07/01/trump-2025-financial-disclosure-crypto-world-liberty-financial/ 33:47 Werden wir alle gehackt? Cybersecurity in Zeiten von AIhttps://www.malwarebytes.com/blog/news/2026/02/ai-chat-app-leak-exposes-300-million-messages-tied-to-25-million-users 40:38 Loop Engineering: Warum die Besten aufgehört haben zu promptenhttps://tech.yahoo.com/ai/claude/articles/forget-prompt-engineering-loop-engineering-090101184.htmlhttps://www.techspot.com/news/112923-ai-developers-moving-beyond-prompts-loops-take-over.htmlhttps://linas.substack.com/p/loop-engineering-complete-guide 46:43 Meta und die Monetarisierung von AI-Kapazitätenhttps://techcrunch.com/2026/07/01/meta-like-spacex-looks-to-turn-excess-ai-compute-into-cash/https://www.cnbc.com/2026/07/01/meta-stock-cloud-ai-compute.html 50:20 Amazon und Microsoft investieren in Forward Deployed Engineers und fordern die Billable Hours heraushttps://www.aboutamazon.com/news/aws/aws-1-billion-forward-deployed-ai-engineershttps://techcrunch.com/2026/07/02/microsoft-launches-its-own-ai-deployment-company-with-2-5-billion-commitment/https://www.geekwire.com/2026/microsoft-announces-2-5b-frontier-company-to-embed-ai-engineers-inside-customers/https://enterprisedna.co/resources/news/accenture-record-stock-drop-ai-consulting-disruption-2026/ 53:43 Eine 4,7 Miliarden Strafe für Google bestätigthttps://www.cnbc.com/2026/07/02/alphabet-google-android-eu-antitrust-fine-4-1-billion-euro-appeal.htmlhttps://www.engadget.com/2206550/google-loses-final-appeal-over-eu-antitrust-fine/https://www.ghacks.net/2026/07/03/eu-court-of-justice-upholds-e4-1-billion-google-android-antitrust-fine-in-final-appeal/ 56:00 Bending Spoons: Vier italienische Studienfreunde und ein 18-Milliarden-Dollar-Börsenganghttps://techcrunch.com/2026/07/01/after-18b-ipo-bending-spoons-founder-says-success-comes-from-minimizing-luck/https://www.trendingtopics.eu/bending-spoons-grows-to-25-7b-after-strong-ipo/https://www.trendingtopics.eu/bending-spoons-pays-e770m-for-tractive-then-cuts-50-of-jobs-before-ipo/https://news.ycombinator.com/item?id=44130926 01:00:28 Yoto: Das 120-Dollar-Gerät ohne Bildschirm, das den Techlash gewinnthttps://businessmodelanalyst.com/yoto-business-model-techlash/https://us.yotoplay.com/yoto-player 01:04:46 Buchempfehlung: Walter Rathenau. Deutscher und JudeWolfgang Brenner, Piper Verlag

00:15 Aktuelle Entwicklungen in der KI-Regulierung https://www.theinformation.com/articles/trump-administration-asks-openai-stagger-release-new-model-security-concerns https://www.cnbc.com/2026/06/26/us-government-anthropic-claude-mythos5-ai.html 03:05 Souveränität und Wettbewerb im KI-Sektor 06:04 Technologische Fortschritte und neue Modelle https://techcrunch.com/2026/06/27/asian-ai-startups-launch-mythos-like-models-as-anthropics-export-ban-drags-on/ 08:32 Die Rolle von Investoren und Unternehmensstrukturen 11:32 Herausforderungen für europäische Startups https://www.linkedin.com/posts/dominik-rapacki_digitalesouveraeunitaeut-cloudact-ycombinator-activity-7473674754646839296-L2RX 27:34 Technologischer Wettlauf: Supercomputer und KI https://www.theguardian.com/technology/2026/jun/24/china-supercomputer-world-fastest-top500-ranking-lineshine 30:19 OpenAI und der Weg zum Börsengang https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/ https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html https://techcrunch.com/2026/06/25/anthropics-claude-is-winning-over-paid-consumers-a-market-owned-by-chatgpt/ 36:31 Die Bedeutung von Packaging in der KI-Industrie 43:00 Claude Tag und die Integration von KI in Unternehmen https://thenextweb.com/news/salesforce-employees-anthropic-claude-tag-slack-tension https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack https://lazy-fox.ai/blog/anthropic-claude-tag.html 51:15 Die strategische Rolle von KI in Unternehmen 01:02:45 Meta https://www.ft.com/content/c5d52f72-71ef-40bc-bad3-61afdba8b378?syn-25a6b1a6=1 https://www.nytimes.com/2026/06/23/technology/meta-prediction-markets-app.html State of AI: https://intelligence.exponentialview.co/ 01:08:05 Buchtipp

00:15 Einführung 03:57 Anthropics Fable- und Mythos-Bann und seine Konsequenzenhttps://fortune.com/2026/06/14/how-a-warning-from-amazon-led-the-white-house-to-shut-down-anthropics-mythos-model/https://fortune.com/2026/06/15/fix-this-code-three-words-behind-us-government-shut-down-anthropic-fable-mythos-ai-models-katie-moussouris-open-letter/https://thenextweb.com/news/fable-5-ban-cybersecurity-defenders-open-letter https://www.schneier.com/blog/archives/2026/05/openais-gpt-5-5-is-as-good-as-mythos-at-finding-security-vulnerabilities.html 17:34 Microsoft + Deepseek. Chinesische Modelle als Gewinner?https://thenextweb.com/news/microsoft-deepseek-copilot-coworkhttps://www.axios.com/2026/06/16/microsoft-copilot-cowork-tokenmaxxing-cowork https://artificialanalysis.ai/articles/glm-5-2-is-the-new-leading-open-weights-model-on-the-artificial-analysis-intelligence-index 24:53 Politik und KI: G7-Gipfel und internationale Zusammenarbeithttps://www.cnbc.com/2026/06/17/g7-trump-ai-tech-leaders-openai-anthropic-google.htmlhttps://www.usnews.com/news/world/articles/2026-06-17/g7-leaders-vow-closer-ties-on-ai-as-they-hash-out-trusted-partners-schemehttps://www.euronews.com/my-europe/2026/06/17/ai-takes-centre-stage-at-g7-as-western-fears-over-us-kill-switch-get-real 36:35 New Digital Divide: Gig Work verschwindet, Tokenmaxxing wird Statussymbolhttps://www.theguardian.com/technology/2026/jun/18/ai-threatens-gig-work-risehttps://www.nytimes.com/2026/06/18/technology/ai-token-minimizing.html https://lazy-fox.ai/blog/blog_02_three_layers_token_waste.html 42:24 Midjourney baut Körperscanner und Spashttps://www.pymnts.com/news/artificial-intelligence/2026/midjourney-enters-medical-imaging-with-60-second-full-body-scan/https://radiologybusiness.com/topics/healthcare-management/healthcare-economics/ai-lab-midjourney-investing-over-74m-launch-whole-body-ultrasound-screening-business 49:00 Subquadratic knackt den LLM-Flaschenhals.https://www.technologyreview.com/2026/06/19/1139313/a-startup-claims-it-broke-through-a-bottleneck-thats-holding-back-llms/https://thenextweb.com/news/subquadratic-subq-sparse-attention-llm-bottleneck 50:13 OpenAI Codex „Record & Replay"https://developers.openai.com/codex/record-and-replayhttps://www.techtimes.com/articles/318759/20260620/openai-codex-automation-gains-record-replay-show-it-once-skip-script.htm 51:27 SpaceX und die Dynamik der Aktienmärktehttps://www.cnbc.com/2026/06/15/spacex-stock-record-ipo-debut.htmlhttps://techcrunch.com/2026/06/16/spacex-to-acquire-cursor-for-60b-days-after-blockbuster-ipo/https://fortune.com/2026/06/16/elon-musk-spacex-ipo-ai-coding-startup-cursor-acquisition/ https://www.bbc.com/news/articles/cvgd5g7d7gyo 53:28 W Social und die Herausforderung ein neues soziales Netzwerk zu etablierenhttps://www.euronews.com/my-europe/2026/01/29/fact-check-is-the-eu-launching-a-social-media-platform-called-whttps://cybernews.com/tech/europe-social-media-w/ 58:50 Taiwan bringt Bürgern Drohnenfliegen beihttps://www.chinastrategy.org/2026/06/17/inspired-by-ukraine-and-worried-by-china-taiwan-teaches-its-citizens-how-to-fly-drones/https://www.techspot.com/news/112813-taiwan-teaches-civilians-drone-skills-learned-ukraine-war.html Snap mit AR-Specs https://www.heise.de/en/news/Snap-Specs-First-real-AR-glasses-for-consumers-cost-2195-11334912.html 01:03:35 Buch der Folge — Ryan Holiday, „Ego Is the Enemy"https://dailystoic.com/ego-is-the-enemy-summary/https://www.blinkist.com/en/books/ego-is-the-enemy-en

SpaceX IPO Anthropic und Fable: US-Exportblockade https://www.heise.de/news/Berichte-Amazon-steckt-hinter-ploetzlichem-Fable-Aus-11331565.html Proteste gegen AI und deren Auswirkungen https://www.bbc.com/news/articles/cqx10gg2r2vo OpenAI: Strategien vor dem Börsengang https://www.wiwo.de/unternehmen/it/kuenstliche-intelligenz-openai-plant-offenbar-massiven-umbau-von-chatgpt-zur-super-app/100230908.html https://the-decoder.de/openai-eroeffnet-die-ki-preiskaempfe-mit-flexiblen-rate-limit-resets-fuer-codex/

00:15 Intro 02:50 Anthropic und die KI-Entwicklung https://www.reuters.com/business/anthropic-says-ai-labs-need-coordinated-plan-halt-development-if-risks-rise-2026-06-04/ https://www.cnbc.com/2026/06/01/anthropic-ipo-s1-prospectus.html https://www.npr.org/2026/06/01/nx-s1-5843199/anthropic-ipo-filing-ai-large 05:51 IPO-Trends im KI-Sektor 08:41 Marktanalysen und Bewertungen 11:40 SpaceX und die Rolle der Kleinanleger https://www.telepolis.de/article/Trade-Republic-oeffnet-IPOs-fuer-alle-das-sollten-Anleger-wissen-11320544.html https://www.reuters.com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05/ https://finance.yahoo.com/markets/stocks/articles/spacexs-projected-1-75-trillion-153905381.html https://fortune.com/2026/06/07/spacex-ipo-selling-price-dislocations-spcx-stock-passive-index-flows-retail-investors/ 14:34 Google und die Liquidität im Markt https://finance.yahoo.com/markets/stocks/articles/alphabet-record-breaking-85b-raise-193832938.html 17:44 Jensen Huang und die Zukunft der Technologie https://www.businessinsider.com/jensen-huang-incredible-time-software-company-2026-6# 27:38 Marktdynamik und Unsicherheit 29:38 Meta und Gesichtserkennungstechnologie https://futurezone.at/amp/produkte/meta-gesichtserkennung-smart-glasses-code-nametag/403166138 https://www.heise.de/news/Gegen-filmende-Meta-Ray-Ban-Glassholes-App-erkennt-smarte-Brillen-im-Umfeld-11317839.html 36:47 Microsofts Entwicklungen und Herausforderungen https://www.tomsguide.com/news/live/microsoft-build-2026 https://techcrunch.com/2026/06/02/microsoft-launches-scout-an-openclaw-inspired-personal-assistant/ 47:40 KI-Zwillinge und digitale Identitäten https://www.nytimes.com/2026/06/06/business/dealbook/ai-digital-twin.html https://www.axios.com/2025/06/10/ai-ceo-clones-trust-gap 58:59 Europäische Technologiebestrebungen und Investitionen https://commission.europa.eu/news-and-media/news/strengthening-europes-tech-sovereignty-2026-06-03_en https://www.cnbc.com/2026/06/03/europe-tech-sovereignty-us-tech-reliance.html 01:07:45 Kryptomarkt und aktuelle Entwicklungen https://www.deraktionaer.de/artikel/krypto/62-milliarden-futsch-bitcoin-absturz-beendet-treasury-boom-20402271.html 01:15:42 Buchvorstellung: Incorruptible von Eric Ries

00:15 Einführung 04:18 Papst stellt seine KI-Enzyklika vor Vatikan — Magnifica Humanitas Volltext Washington Post — Anthropic aligns with Vatican CNN — Pope Leo on AI fueling warfare National Catholic Register — 15 Quotes aus der Enzyklika Anthropic — Chris Olah's remarks 12:01 Anthropic schließt 65-Milliarden-Runde (jetzt aber wirklich) und bringt Opus 4.8 raus TechCrunch — Anthropic raises $65B Bloomberg — Anthropic to close $30B round Anthropic — Introducing Claude Opus 4.8 TechCrunch — Opus 4.8 with dynamic workflow tool SiliconAngle — Anthropic launches Opus 4.8, raises $65B 21:33 Doch keine Jobapokalypse laut Sam Altman, Dario Amodei und Jensen Huang Time — Sam Altman walks back AI jobs apocalypse Fortune — Altman & Amodei walking back Fortune — Amodei reframes via Jevons Entrepreneur — Huang on lazy AI-layoff excuse TheStreet — Huang's blunt message 28:32 Aus Versehen 500 Millionen an Tokens im Monat ausgegeben? Tom's Hardware — Mystery company blew $500M on Claude in a month Cassie Kozyrkov — Oops, $500M on AI in one month (Medium) byteiota — How agentic loops break enterprise budgets 33:03 Vom Stunden- zu Outcome: wie verrechnet man Consulting-Arbeit? Und welche Moats gibt es noch? https://www.ft.com/content/8318a754-7b63-4f1f-8978-7691e7ed3511?syn-25a6b1a6=1 https://a16z.com/avoiding-death-on-the-yellow-brick-road/ Hintergrund / weiterführend: The SaaS CFO — SaaSpocalypse, AI Agents, Vibe Coding Forrester — SaaS as we know it is dead 45:30 Meta's AI-Strategie und die Suche nach Umsatz TIKR — Meta Q1 2026: 33% Revenue Growth, $145B AI Investment https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools Medium — Meta spends like an AI leader, monetizes like an ad company The Motley Fool — Meta's AI strategy is working, but red flags Advanced Television — Meta ad revenue to hit $240bn in 2026 TNW — Meta set to overtake Google in digital ad revenue 2026 52:02 Doch keine SaaS-Apokalypse? FinancialContent — Why April 2026 marks the end of the SaaS Apocalypse https://www.cnbc.com/2026/05/29/software-stocks-wrap-best-month-since-2001-as-talk-of-saaspocalypse-.html Taskade — The SaaSpocalypse: $285B Wiped Themes ETFs — Will software stocks recover? Brocoders — The SaaS apocalypse explained 53:26 Softbank will in Frankreich 75 Milliarden investieren CNBC — SoftBank plans 75 billion euros AI investment in France Bloomberg — SoftBank to Build AI Data Centers in France With €75B TechCrunch — SoftBank up to €75B for French data centers Tom's Hardware — Softbank to spend up to $87B on French AI data centers SoftBank Press — 5GW AI data center capacity in France 55:33 Ferrari's E-Auto und die Herausforderungen der Marke Top Gear — Ferrari Luce, Maranello's first fully electric car CNBC — I was at the Ferrari Luce EV launch before the backlash TechTimes — Ferrari Luce design backlash Autoevolution — How did we get to the Luce? 59:02 Temu kassiert 200 Mio Euro EU-Strafe EU Commission Press Release Yahoo Finance — EU slapped Temu with $232M fine PPC.land — Temu €200M DSA fine Cross-Border Magazine — Temu EU Forecast Ecommerce News EU — 12.5% more European users for Temu 01:02:25 Interessante "Innovationen" aus China: Haustier-Übersetzer und Roboter-Frisöre Oddity Central — Pet translator 95% accuracy IBTimes UK — Chinese startup AI collar Dexerto — Chinese AI 95% pet translator MEXC News — AI robot barber kiosks in China RoboPhil — China AI robot barber kiosk 01:06:40 Chinas Tech-Talent soll das Land nicht verlassen Bloomberg — China limits overseas travel for AI talent at private firms TechCrunch — China is increasingly keeping its best AI talent to itself Decrypt — China imposes travel limits on AI workers at private firms Fortune Tech — China restricts AI talent 01:08:22 Buchbesprechung: Der Mann ohne Eigenschaften Wikipedia — Der Mann ohne Eigenschaften beruhmte-zitate.de — Musil Möglichkeitssinn literaturkritik.de — Reich-Ranicki über Musil ORF — Musil und der Literaturpapst