Description
<p>00:00:15 Einführung</p><p>00:03:31 Der "Big Short" gegen KI: Michael Burry wettet 1,1 Milliarden Dollar auf das Platzen der AI-Blase </p><p><a href="https://www.theguardian.com/business/2025/nov/05/global-stock-markets-fall-sharply-over-ai-bubble-fears" target="_blank" rel="ugc noopener noreferrer">https://www.theguardian.com/business/2025/nov/05/global-stock-markets-fall-sharply-over-ai-bubble-fears</a></p><p><a href="https://www.businessinsider.com/why-michael-burry-big-short-nvidia-palantir-ai-bubble-stocks-2025-11" target="_blank" rel="ugc noopener noreferrer">https://www.businessinsider.com/why-michael-burry-big-short-nvidia-palantir-ai-bubble-stocks-2025-11</a></p><p><a href="https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html" target="_blank" rel="ugc noopener noreferrer">https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html</a></p><p><a href="https://fortune.com/2025/11/04/big-short-investor-michael-burry-nvidia-palantir-puts-alex-karp/" target="_blank" rel="ugc noopener noreferrer">https://fortune.com/2025/11/04/big-short-investor-michael-burry-nvidia-palantir-puts-alex-karp/</a></p><p><a href="https://archive.ph/2025.11.06-021815/https://www.bloomberg.com/news/articles/2025-11-05/openai-cfo-says-bubble-wary-market-needs-more-ai-exuberance" target="_blank" rel="ugc noopener noreferrer">https://archive.ph/2025.11.06-021815/https://www.bloomberg.com/news/articles/2025-11-05/openai-cfo-says-bubble-wary-market-needs-more-ai-exuberance</a> </p><p><a href="https://www.cnbc.com/amp/2025/11/06/sam-altman-says-openai-will-top-20-billion-annual-revenue-this-year.html" target="_blank" rel="ugc noopener noreferrer">https://www.cnbc.com/amp/2025/11/06/sam-altman-says-openai-will-top-20-billion-annual-revenue-this-year.html</a> </p><p>00:16:24 Apple gibt auf: 1 Milliarde Dollar pro Jahr für Google Gemini statt eigener Siri-KI</p><p><a href="https://www.macrumors.com/2025/11/05/apple-siri-google-gemini-partnership/" target="_blank" rel="ugc noopener noreferrer">https://www.macrumors.com/2025/11/05/apple-siri-google-gemini-partnership/</a></p><p><a href="https://9to5mac.com/2025/11/05/google-gemini-1-billion-deal-apple-siri/" target="_blank" rel="ugc noopener noreferrer">https://9to5mac.com/2025/11/05/google-gemini-1-billion-deal-apple-siri/</a></p><p>00:20:41 Project Suncatcher: Google will KI-Rechenzentren ins Weltall schießen</p><p><a href="https://blog.google/technology/research/google-project-suncatcher/" target="_blank" rel="ugc noopener noreferrer">https://blog.google/technology/research/google-project-suncatcher/</a></p><p><a href="https://research.google/blog/exploring-a-space-based-scalable-ai-infrastructure-system-design/" target="_blank" rel="ugc noopener noreferrer">https://research.google/blog/exploring-a-space-based-scalable-ai-infrastructure-system-design/</a></p><p>00:25:29 Amazon vs. Perplexity: Ein Rechtsstreit um KI-Agenten</p><p><a href="https://www.perplexity.ai/hub/blog/bullying-is-not-innovation" target="_blank" rel="ugc noopener noreferrer">https://www.perplexity.ai/hub/blog/bullying-is-not-innovation</a></p><p><a href="https://www.forbes.com/sites/johnkoetsier/2025/11/05/amazon-vs-perplexity-welcome-to-the-battle-for-the-future-of-commerce/" target="_blank" rel="ugc noopener noreferrer">https://www.forbes.com/sites/johnkoetsier/2025/11/05/amazon-vs-perplexity-welcome-to-the-battle-for-the-future-of-commerce/</a></p><p><a href="https://www.cnbc.com/2025/11/04/perplexity-ai-amazon-bullying-comet-browser.html" target="_blank" rel="ugc noopener noreferrer">https://www.cnbc.com/2025/11/04/perplexity-ai-amazon-bullying-comet-browser.html</a></p><p>00:33:00 Neues im Reasoning: OpenAI, Claude und Kimi K2</p><p>OpenAI Interrupt Feature: <a href="https://help.openai.com/en/articles/6825453-chatgpt-release-notes" target="_blank" rel="ugc noopener noreferrer">https://help.openai.com/en/articles/6825453-chatgpt-release-notes</a></p><p>Anthropic Claude Introspection:- <a href="https://www.anthropic.com/research/introspection" target="_blank" rel="ugc noopener noreferrer">https://www.anthropic.com/research/introspection</a></p><p>Kimi K2 Thinking:</p><p><a href="https://venturebeat.com/ai/moonshots-kimi-k2-thinking-emerges-as-leading-open-source-ai-outperforming" target="_blank" rel="ugc noopener noreferrer">https://venturebeat.com/ai/moonshots-kimi-k2-thinking-emerges-as-leading-open-source-ai-outperforming</a></p><p>00:41:57 Skandale in der Zahlungsdienstleistungsbranche: Heidelpay/Unzer Gründer verhaftet <a href="https://www.heise.de/news/Operation-Chargeback-Grossangelegter-Betrug-mit-Kreditkartendaten-aufgedeckt-11061633.html" target="_blank" rel="ugc noopener noreferrer">https://www.heise.de/news/Operation-Chargeback-Grossangelegter-Betrug-mit-Kreditkartendaten-aufgedeckt-11061633.html</a></p><p>00:46:39 Scamming und die Rolle von Meta: <a href="https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/" target="_blank" rel="ugc noopener noreferrer">https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/</a></p><p><a href="https://archive.ph/D9Pyx" target="_blank" rel="noopener noreferer">https://archive.ph/D9Pyx</a></p><p>00:53:59 20M Pre-Seed für Replika-Gründerin</p><p><a href="https://techcrunch.com/2025/11/05/replika-founder-raises-20m-pre-seed-for-wabi-the-youtube-of-apps/" target="_blank" rel="ugc noopener noreferrer">https://techcrunch.com/2025/11/05/replika-founder-raises-20m-pre-seed-for-wabi-the-youtube-of-apps/</a> </p><p>01:00:24 Elon Musks Billionen-Pay Package und seine Implikationen</p><p><a href="https://fortune.com/2025/11/06/elon-musk-worlds-first-trillionaire-pay-package-tesla-pope/" target="_blank" rel="ugc noopener noreferrer">https://fortune.com/2025/11/06/elon-musk-worlds-first-trillionaire-pay-package-tesla-pope/</a> </p><p><a href="https://on.ft.com/3LpFJV3" target="_blank" rel="ugc noopener noreferrer">https://on.ft.com/3LpFJV3</a></p><p>01:04:20 NSFW AI-generierte Country Songs fluten TikTok und Spotify</p><p><a href="https://www.economist.com/culture/2025/10/09/x-rated-ai-generated-country-songs-are-taking-over-the-internet" target="_blank" rel="ugc noopener noreferrer">https://www.economist.com/culture/2025/10/09/x-rated-ai-generated-country-songs-are-taking-over-the-internet</a></p><p><a href="https://holler.country/news/breaking/who-the-heck-is-breaking-rust-the-ai-generated-artist-topping-the-spotify-and-billboard-charts-with-walk-my-walk/" target="_blank" rel="ugc noopener noreferrer">https://holler.country/news/breaking/who-the-heck-is-breaking-rust-the-ai-generated-artist-topping-the-spotify-and-billboard-charts-with-walk-my-walk/</a></p><p><a href="https://www.hearingthings.co/why-is-it-so-easy-to-flood-streaming-with-ai-slop/" target="_blank" rel="ugc noopener noreferrer">https://www.hearingthings.co/why-is-it-so-easy-to-flood-streaming-with-ai-slop/</a></p><p><a href="https://savingcountrymusic.com/country-legend-don-williams-falls-victim-to-fake-ai-album/" target="_blank" rel="ugc noopener noreferrer">https://savingcountrymusic.com/country-legend-don-williams-falls-victim-to-fake-ai-album/</a></p><p>01:05:57 Buchvorstellung: The Stoic Challenge, A Philosopher's Guide to Becoming Tougher, Calmer and More Resilient von William Irvine</p>
