#369 | Päpstliche KI-Enzyklika, $500 Mio Token-Rechnung und doch keine Job-Apokalypse
Beschreibung der Episode
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?
- 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
- 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