00:00 Einführung
05:56 Netflix' Mega-Deal: Die Übernahme von Warner Bros.
https://archive.ph/i7fO6#selection-2113.0-2113.310
https://www.bbc.com/news/articles/cn815egjqjpo
20:43 Die Wahrnehmungskrise: Deepfakes, KI-Videos und manipulierte Realität
https://www.bbc.com/news/videos/c4gjgwll6glo
29:33 Apples AI-Strategie und Personalwechsel
https://edition.cnn.com/2025/12/06/tech/apple-tim-cook-leadership-changes
https://www.apple.com/newsroom/2025/12/apple-announces-executive-transitions/
https://www.apple.com/newsroom/2025/12/john-giannandrea-to-retire-from-apple/
https://www.threads.com/@juanbuis/post/DR1vHS_FAHE
33:39 Meta und der Wandel von Metaverse zu AI
https://www.bbc.com/news/articles/cvgk9rqx5kjo
https://www.wsj.com/tech/ai/meta-plans-to-shift-spending-away-from-the-metaverse-d0ac3b7f
https://www.nytimes.com/2025/12/04/technology/meta-cuts-metaverse-unit.html
https://fortune.com/2025/12/05/mark-zuckerberg-metaverse-layoffs-cuts-facebook-rebrand/
40:53 OpenAI und der Code Red
https://the-decoder.com/altman-memo-new-openai-model-coming-next-week-outperforming-gemini-3/
https://www.eweek.com/newsletter/daily-tech-insider/2025-12-04/
https://www.theinformation.com/articles/happens-code-red-openai
49:37 Neue KI-Modelle & Agents von Google und Amazon
https://huggingface.co/deepseek-ai/DeepSeek-R1
https://mistral.ai/news/mistral-3
https://cloud.google.com/products/agent-builder
https://aws.amazon.com/ai/machine-learning/trainium/
https://www.cnbc.com/2025/11/24/anthropic-unveils-claude-opus-4point5-its-latest-ai-model.html
01:04:22 Elon Musk und die Strafen für X
https://www.npr.org/2025/12/05/nx-s1-5634694/x-musk-eu-fines
https://ec.europa.eu/commission/presscorner/detail/en/ip_25_2934
https://www.threads.com/@europa.maxima/post/DR9wBHiCOeg
https://www.threads.com/@yannlecun/post/DR9SEzzjUiL
https://www.threads.com/@europeandemocrats/post/DR9QkRYjKv0
01:08:34 Scarcity: Why Having Too Little Means So Much
Das Buch von Mullainathan & Shafir erklärt, warum Knappheit – egal ob Geld, Zeit oder Talente – unsere Denkweise fundamental verändert. Ein Plädoyer für mehr Empathie und Verständnis für die psychologischen Fallen der Armut. Pflichtlektüre für Tech-Leute.
OpenAI - Narrativ-Wechsel und $207 Mrd. Funding-Lücke
https://www.cnbc.com/2025/11/24/openai-hardware-jony-ive-sam-altman-emerson-collective.html
https://fortune.com/2025/11/25/sam-altman-openai-first-ai-hardware-device-apple-jony-ive-peace-calm/
https://openai.com/index/chatgpt-shopping-research/
https://www.ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88bad
AI-Moats
Perplexity: https://www.threads.com/@sufyanmaan/post/DRgGi6ADIsY
Vibe-Coding mit Base 44: https://open.spotify.com/episode/6BUlryRcO1Pu2cJw2k96Dd
Alibaba Smart-Glasses
Der AI-Wettlauf:
Claude Opus 4.5 & Vibe Coding: https://www.anthropic.com/news/claude-opus-4-5, https://www.claude.com/customers/lovable
Flux 2: https://bfl.ai/blog/flux-2
Fara 7b: https://www.microsoft.com/en-us/research/blog/fara-7b-an-efficient-agentic-model-for-computer-use/
Nano banana https://www.linkedin.com/feed/update/urn:li:activity:7397327460909940736/
https://www.threads.com/@saboo_shubham_/post/DRnAQg4j1ZC
NotebookLM Slidedecks & Infographics: https://chromeunboxed.com/google-slides-and-notebooklm-just-got-a-massive-design-upgrade-with-nano-banana-pro/
Genesis Mission: Amerikas KI-Mondlandung für die Wissenschaft
https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/
AI-Adoption
https://archive.ph/deRZG#selection-1321.1-1329.59
https://www.threads.com/@benedictevans/post/DRpV1tcDinF
https://www.threads.com/@techmeme/post/DRsfmmLEaw8
EU-Scam-Regulierung und Verantwortung der Plattformen
https://mashable.com/article/social-media-companies-held-liable-for-finance-scams-in-new-eu-rules
https://www.threads.com/@matthewfacciani/post/DRnkVMYErv9
https://www.science.org/doi/10.1126/science.adu5584
https://www.threads.com/@joaquincastrotx/post/DRndDyhEXq-
https://www.threads.com/@anneapplebaum2000/post/DRoPh1xDPG3
https://www.threads.com/@amandaagerd/post/DRm-NRlCOph
https://en.wikipedia.org/wiki/Enshittification
00:15
Einführung
03:36
Nvidia liefert ab, kann die Märkte aber nur kurzfristig beruhigen
https://www.theguardian.com/technology/2025/nov/19/nvidia-earnings-ai-wall-street-relief1
https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers
Bubble or no bubble? Daten statt Vibes:
3:34
Der Milliarden-Deal: Microsoft und Nvidia kaufen sich bei Anthropic ein
https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html
18:53
Googles KI-Offensive: Das neue Gemini 3 und Nano Banana Pro
https://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-calling
https://www.businessinsider.com/salesforce-ceo-marc-benioff-gemini-3-praise-chatgpt-2025-11
https://www.threads.com/@theinformation/post/DRcusEKFVhs
32:31
Schatten-IT: Die Nutzung von AI-Tools in Unternehmen
39:36
Meta Antitrust-Verfahren und Studien-Vertuschung
https://www.nytimes.com/2025/11/18/technology/meta-antitrust-monopoly-ruling.html
https://www.theguardian.com/technology/2025/nov/18/meta-antitrust-win-whatsapp-instagram
https://time.com/7336204/meta-lawsuit-files-child-safety/
46:17
Algorithmic Bias auf LinkedIn: Geschlecht und Sichtbarkeit
51:58
Bezos kehrt zurück: 6,2 Milliarden für die physische KI-Revolution
https://www.nytimes.com/2025/11/17/technology/bezos-project-prometheus.html
56:46
Zurück in die 90er: Wie US-Sanktionen einen französischen Richter digital auslöschten
https://www.heise.de/en/news/How-a-French-judge-was-digitally-cut-off-by-the-USA-11087561.html
01:00:41
Überraschung - MAGA-Influencer auf X kommen meist nicht aus den USA
https://www.theguardian.com/us-news/2025/nov/23/rightwing-influencers-outside-us-x-twitter-tool
https://www.nytimes.com/2025/11/24/us/politics/x-twitter-location-maga-controversy.html
https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042/
https://www.threads.com/@transformativeadventures/post/DRaUwSCAfaG
01:02:36 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
01:07:31
Buchempfehlung: Robert Sapolsky, Determined, a Science of Life without Free Will https://www.amazon.com/Determined-Science-Life-without-Free/dp/0525560971
https://en.wikipedia.org/wiki/Determined:_A_Science_of_Life_Without_Free_Will
Serien-Empfehlung: Devs https://www.imdb.com/de/title/tt8134186/
Google-Verfahren
Amazon: Unrechtmäßige Preiserhöhungen für Prime
Meta: AI-Training widersprechen https://www.meinrecht.de/magazin/meta-ai-so-koennen-sie-der-nutzung-ihrer-daten-widersprechen
Cursor 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:
Yann LeCun verlässt Meta, Fei-Fei Li startet durch – alles im Zeichen der "World Models"
https://www.wsj.com/tech/ai/yann-lecun-ai-meta-0058b13c
https://www.anthropic.com/news/disrupting-AI-espionage https://www.nytimes.com/2025/11/14/business/chinese-hackers-artificial-intelligence.html
https://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-85f4-25fdfc318d89
https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.html
Bitcoin-Dipp und Microstrategy unter Wasser https://de.finance.yahoo.com/nachrichten/micro-strategy-schulden-%C3%BCbersteigen-bitcoin-143040639.html
00:00:15 Einführung
00:03:31 Der "Big Short" gegen KI: Michael Burry wettet 1,1 Milliarden Dollar auf das Platzen der AI-Blase
https://www.businessinsider.com/why-michael-burry-big-short-nvidia-palantir-ai-bubble-stocks-2025-11
https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html
https://fortune.com/2025/11/04/big-short-investor-michael-burry-nvidia-palantir-puts-alex-karp/
00:16:24 Apple gibt auf: 1 Milliarde Dollar pro Jahr für Google Gemini statt eigener Siri-KI
https://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 schießen
https://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-Agenten
https://www.perplexity.ai/hub/blog/bullying-is-not-innovation
https://www.cnbc.com/2025/11/04/perplexity-ai-amazon-bullying-comet-browser.html
00:33:00 Neues im Reasoning: OpenAI, Claude und Kimi K2
OpenAI Interrupt Feature: https://help.openai.com/en/articles/6825453-chatgpt-release-notes
Anthropic Claude Introspection:- https://www.anthropic.com/research/introspection
Kimi K2 Thinking:
00:41:57 Skandale in der Zahlungsdienstleistungsbranche: Heidelpay/Unzer Gründer verhaftet https://www.heise.de/news/Operation-Chargeback-Grossangelegter-Betrug-mit-Kreditkartendaten-aufgedeckt-11061633.html
00:46:39 Scamming und die Rolle von Meta: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/
00:53:59 20M Pre-Seed für Replika-Gründerin
https://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 Implikationen
https://fortune.com/2025/11/06/elon-musk-worlds-first-trillionaire-pay-package-tesla-pope/
01:04:20 NSFW AI-generierte Country Songs fluten TikTok und Spotify
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