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

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

OpenAI gewinnt gegen Elon

https://www.bbc.com/news/articles/cewpyv79pw1o

SpaceX S-1 Dokument

https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

https://www.nbcnews.com/tech/elon-musk/spacex-files-s-1-ipo-make-elon-musk-trillionaire-rcna346157

https://www.threads.com/@johannes.ernst/post/DYsDca2lZvR

https://www.threads.com/@benedictevans/post/DYuXVm1Dh69

ARR-Inflation

https://techcrunch.com/2026/05/22/how-vcs-and-founders-use-inflated-arr-to-kingmake-ai-startups/

https://techcrunch.com/2026/05/23/peec-one-of-berlins-rising-startups-more-than-doubled-annualized-revenue-in-months-to-10m-sources-say/

AI-Psychose?

https://www.threads.com/@vanta__vale/post/DYcPOJVCFRF

Anthropic profitabel

https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4

Google I/O

https://blog.google/innovation-and-ai/technology/ai/google-io-2026-all-our-announcements/

Amazon und Spotify mit AI-Podcasts - Remixen

https://techcrunch.com/2026/05/21/spotify-debuts-a-new-desktop-app-for-creating-personal-podcasts/

https://www.heise.de/news/Spotify-kuendigt-KI-generierte-Remixe-und-Podcasts-an-11303483.html

ElevenLabs Audio Books

https://archive.ph/02X8X

ChatGPT mit Personal Finance

https://techcrunch.com/2026/05/15/openai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts/

https://asktejo.com/

Entlassungen - Konsequenzen von AI?

- Cloudflare: https://www.wsj.com/opinion/how-i-choose-which-cloudflare-employees-to-replace-with-ai-40a197e5

- ClickUp: https://www.threads.com/@annabyang/post/DYno8DQCXQ4

https://techcrunch.com/2026/05/25/what-clickups-mass-layoff-tells-us-about-the-future-of-work/

- Meta: https://www.nytimes.com/2026/05/19/technology/meta-layoffs-ai.html

https://archive.ph/hLOH6

- AI-Job-Apocalypse?

https://www.theringer.com/podcasts/plain-english-with-derek-thompson/2026/05/12/the-case-against-the-ai-job-apocalypse

Executive Orders

https://www.wsj.com/politics/policy/david-sacks-trump-ai-executive-order-6019242d

https://www.nytimes.com/2026/05/21/technology/newsom-ai-executive-order-california.html

Trumps Prediction Casino

https://www.threads.com/@tristan_nschomberg/post/DYui5W8FHkg

00:15 · Einführung

05:29 · OpenAIs Showdown-Woche: Klage gegen Apple, Jury-Beratung im Musk-Prozess

• TechCrunch: OpenAI reportedly preparing legal action against Apple
• MacRumors: OpenAI Considering Legal Action Against Apple
• CNBC: Closing Arguments in Musk vs. Altman
• Al Jazeera: Altman zu Musks 90-Prozent-Equity-Forderung

16:23 · Mira Murati liefert: Interaction Models bei Thinking Machines

• TechCrunch: Thinking Machines listens while it talks
• Semafor: Mira Muratis Thinking Machines Interaction Models
• Unite.AI: 200ms Real-Time Interaction Model

22:25 · Anthropic auf 900 Milliarden und der Secondaries-Streit

• Bloomberg via Yahoo: Anthropic in talks to raise $30B at $900B valuation
• TFN: Anthropic 30B Fundraise at 900B Valuation
• The Information: Anthropic picks co-leads (Dragoneer, Greenoaks, Sequoia, Altimeter)

26:55 · Cerebras-IPO: der erste AI-Börsentest 2026

• TechCrunch: Cerebras raises $5.5B in IPO
• CNBC: Cerebras Day-2 nach +68% Pop

28:59 · Recursive Superintelligence: 4,65 Mrd. für 30 Leute ohne Produkt

• Unite.AI: Recursive Superintelligence Raises $650M
• The Next Web: Recursive Superintelligence Self-Improving AI Funding

33:52 · SpaceX, OpenAI, Anthropic: kann der Markt das schlucken?

• Trading Key: Anthropic 30B Funding und IPO-Pipeline-Kontext

37:27 · Was Europa gerade leistet: Helsing, SAP, n8n, Parloa, Mercedes

• TechCrunch: Helsing raises $1.2B at $18B valuation
• SAP News Center: SAP unveils Autonomous Enterprise at Sapphire
• Trending Topics: SAP investiert in n8n bei 5,2 Mrd. Bewertung
• PR Newswire: Parloa solidifies partnership with SAP
• AOL/Reuters: Mercedes CEO Kallenius open to defense production

48:37 · Claude for Small Business und der mika-moat

• Anthropic: Introducing Claude for Small Business
• TechCrunch: Anthropic courts small business owners
• Axios: Anthropic offers new Claude Code tools for small businesses

58:38 · 30 Mio. für eine 1:1-Kopie: Kingmaking im AI-Markt (Kled vs. Luel)

• Luel: 31.2M Seed led by General Catalyst und Lightspeed
• Lightspeed: Our Investment in Luel
• StartupHub.ai: Luel AI und Kled AI Alternatives Review

01:04:13 · MBAs auf 50% Discount: das Ende einer Ausbildungslogik

• Yahoo Finance via Fortune: MBAs auf Sale, Business Schools senken Tuition
• Entrepreneur.com: Business Schools 50% off MBAs
• Harry Stebbings LinkedIn Profile (MBA-Post-Suche)

01:08:43 · Welche Jobs durch AI entstehen: Demand-Stretches in alle Richtungen

• Ezra Klein, AI Job Apocalypse (NYT-Reprint via Inquirer)
• Jim Grisanzio: AI Doom Vibe Change Recap
• AI Daily Brief Substack
• Alex Imas, Ghosts of Electricity Substack
• Alex Imas: "What will be scarce?"
• Fortune: Alex Imas, the economist who found hope

01:12:42 · OpenAI x Malta: der erste Staatsvertrag

• OpenAI: Malta ChatGPT Plus Partnership
• Euronews: Malta offers free ChatGPT Plus access

01:15:20 · Buchempfehlung: Kerstin Decker, "Lou Andreas-Salomé: Der bittersüße Funke Ich" (Propyläen)

• Perlentaucher: Decker, Lou Andreas-Salomé

SpaceX-Deal mit Anthropic

https://www.anthropic.com/news/higher-limits-spacex

https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html

https://www.platformer.news/did-xai-just-concede-the-ai-race/

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/kuenstliche-intelligenz-anthropic-verbuendet-sich-mit-elon-musks-spacex/100222994.html

https://simonwillison.net/2026/May/7/xai-anthropic/

Mythos-Schock Mozilla, Benchmarks, Cloudflare, US-Regierung

https://www.threads.com/@koltregaskes/post/DYIFm4fGMDD

https://techcrunch.com/2026/05/07/how-anthropics-mythos-has-rewritten-firefoxs-approach-to-cybersecurity/

https://hacks.mozilla.org/2026/05/behind-the-scenes-hardening-firefox/

https://www.threads.com/@ninzaverse/post/DYJRJ38muY5

https://www.businessinsider.com/cloudflare-announces-1100-layoffs-amid-ai-focus-shift-2026-5

https://archive.ph/VH9St

https://www.wsj.com/tech/ai/trump-ai-anthropic-mythos-regulation-2378971f

https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html

Anthropic für Finanzbranche

https://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-anthropic-stellt-ki-agenten-fuer-die-finanzbranche-vor/100222626.html

AI-Labs mit Consulting Joint-Ventures

https://www.linkedin.com/feed/update/urn:li:activity:7457715830823301120/

https://www.theregister.com/ai-ml/2026/05/11/openai-buys-ai-consultancy-to-sell-enterprises-on-its-models/5238213

https://www.reuters.com/commentary/breakingviews/ai-labs-consulting-push-defies-corporate-history-2026-05-11/

SAP AI-Akquisitionen

https://www.linkedin.com/feed/update/urn:li:activity:7457076372675391488/

OpenAI-Prozess

https://www.semafor.com/article/05/01/2026/elon-musk-admits-xai-distilled-openai-models

Note-Taker und Anwälte

https://www.nytimes.com/2026/05/09/business/dealbook/ai-notetakers-legal-risk.html

Apple Airpods und Smart Glasses

https://www.theverge.com/tech/926376/apple-airpods-cameras-ai-production

https://www.threads.com/@j.rei.studio/post/DYKJxADjdrF

Amazon öffnet Logistik

https://www.heise.de/news/Amazon-com-wird-zum-Logistik-Anbieter-fuer-alle-11281297.html

https://www.aboutamazon.com/news/retail/amazon-supply-chain-services-for-business

Scam Inc. 2.0

Elon/Tesla

https://techcrunch.com/2026/04/22/elon-musk-admits-millions-of-tesla-owners-need-upgrades-for-true-full-self-driving/

Trump/Golden Phone

https://www.threads.com/@hereiseeheresy/post/DYIUOj_Dng3

Prediction Markets

https://www.cnbc.com/2026/04/23/doj-soldier-polymarket-bets-venezuela-maduro.html

https://www.wsj.com/business/unusual-weather-bets-on-polymarket-spur-french-investigation-b799bec8

Buchtipp

https://www.amazon.de/Muskism-Guide-Perplexed-Quinn-Slobodian/dp/0063484323