#388 | Platzt die Neocloud-Blase? Die Wanze im Klopapier, Cyberkrieg im Supermarkt und der Hype um Decision Model

00:15 Intro 02:56 Neocloud-Aktien unter Druck: Platzt die KI-Blase? https://fortune.com/2026/10/15/broadcom-hock-tan-ai-investing-casino/ https://www.heise.de/en/news/Forecast-80-percent-of-neoclouds-cease-operations-by-2030-11487979.html https://www.benzinga.com/markets/equities/26/10/62381272/crwv-nbis-iren-in-focus-gartner-warns-80-of-neoclouds-will-cease-independent-operations-by-2030 13:23 Zwei Stunden am Tag und trotzdem pleite: Character.ai im Chapter 11 https://www.businesswire.com/news/home/20261012656385/en/Character.ai-Initiates-Voluntary-Chapter-11-Proceeding-to-Facilitate-Value-Maximizing-Sale-Process https://www.forbes.com/sites/siladityaray/2026/10/13/characterai-files-for-bankruptcy-disney-bids-20-million-after-copyright-dispute/ https://ppc.land/character-ai-loses-8m-a-month-despite-2-5m-in-monthly-ad-sales/ 19:05 Die Banken machen dicht: JPMorgan, Schwab, Citi und BofA sperren Muse & Co. aus dem Konto https://fortune.com/2026/10/15/jamie-dimon-ai-agents-meta-muse-jpmorgan/ https://thenextweb.com/news/schwab-blocks-ai-agents-meta-muse https://www.digitaltoday.co.kr/en/view/115865/major-financial-firms-move-to-block-access-by-personal-ai-agents-citing-deposit-flight-risk 32:13 Muse Wonder: Metas neue Frontier-Modelle https://about.fb.com/news/2026/10/introducing-muse-wonder-models/ https://www.rttnews.com/amp/3698278/meta-launches-muse-wonder-ai-model-with-paid-plans.aspx 37:29 Die Wanze im Klopapier: Abhör-Aktion bei OpenAI https://www.justice.gov/usao-ndca/pr/saudi-national-arrested-installing-surreptitious-audio-recording-device-openai-san https://sfstandard.com/2026/10/13/openai-engineer-arrested-alleged-bugging-executive-conference-room/ https://fortune.com/2026/10/14/who-is-abdulrahman-alfozan-the-openai-employee-the-fbi-arrested-has-ties-to-saudi-investment-funds 41:38 Cyberkrieg im Supermarkt: Hacker manipulieren die Kühlanlagen von 700 französischen Märkten https://www.wral.com/news/ap/78a81-cyberattack-targeting-refrigeration-systems-hits-700-supermarkets-french-government-says/ https://cert.cyber.gouv.fr/alerte/CERTFR-2026-ALE-012 https://www.bsi.bund.de/DE/Service-Navi/Presse/Pressemitteilungen/Presse2026/261013_OT-Gefaehrdung-Kleinanlagen.html https://www.anthropic.com/research/self-replicating-ai 45:16 Elon Musk: 276 Millionen für die Midterms, Starlink-Drosselung in der Ukraine und der fliegende Roadster https://www.cnbc.com/2026/10/12/elon-musk-republican-donations-2026-midterm-election.html https://www.cbsnews.com/news/ukraine-trump-zelenskyy-starlink-russia-war-drones/ https://www.axios.com/2026/10/17/zelensky-starlink-elon-musk-trump https://investinglive.com/news/us-threatens-eu-with-devastating-retaliation-if-brussels-curbs-starlink-spectrum-access/ https://techcrunch.com/2026/10/15/tesla-reveals-spacex-powered-roadster-that-flies-and-falls-with-style/ 54:27 Jev war gestern: Der Hype um Decision Models https://typesafe.ai/blog/introducing-system-one-models-and-jev https://www.theregister.com/ai-and-ml/2026/10/10/microsoft-leans-on-open-weight-model-from-chinese-ai-lab-to-challenge-jev/5302473 https://commandline.microsoft.com/microsoft-decision-1-model-foundry/ https://community.openai.com/t/decisions-api-is-now-available-in-public-beta/1403877 01:00:37 Buchempfehlung: „The Cortisol Cure" von Dr. Erin Kinney https://www.hachettebookgroup.com/titles/dr-erin-kinney/the-cortisol-cure/9781538777411/ In eigener Sache Agnieszka bei Digitale Optimisten über Service as Software: https://open.spotify.com/episode/6i8pOts36vWkma8GgizQlj?si=XsfoznsTQsCfgI8v-QnJvg Agnieszka bei Leaders & Missions über den Aufbau einer neuen Produktkategorie: https://open.spotify.com/episode/7blcRpoXushoHvOMXkvdBc?si=8fa8bd0f81d246aa