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Zurück zur Zukunft - Tech-News und Business Models

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Nicht nostalgisch an Vergangenem kleben, sondern optimistisch die Zukunft gestalten: Zurück zur Zukunft! Denn: Institutionen werden immer versuchen, die Probleme zu erhalten, für die sie die Lösung sind (Clay Shirky). Wir fassen daher seit 2019 jede Woche die wichtigsten Entwicklungen im technologischen Umfeld zusammen und ordnen ihre Konsequenzen für Unternehmen und die Gesellschaft ein. Jeden Dienstag neu! Als Unternehmer aus Berlin befassen wir uns seit 1995 intensiv mit dem Internet und ...
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(00:04:12) NVIDIA Quartalszahlenhttps://www.cnbc.com/2024/11/20/nvidia-nvda-earnings-report-q3-2025.html(00:08:15) MicroStrategy und Bitcoinhttps://finance.yahoo.com/news/microstrategy-doubles-down-bitcoin-upsizes-082246201.html https://www.finanzen.net/nachricht/devisen/bullish-fuer-den-bitcoin-allianz-investiert-in-microstrategy-14044084 https://…
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Vor NVDIA-Earnings: Welchen Impact hat AI losgelöst von Hype konkret schon heute?(00:03:12) Chegg - AI als Komplementär- oder Substitutionsprodukthttps://archive.ph/2024.11.17-204124/https://www.wsj.com/tech/ai/how-chatgpt-brought-down-an-online-education-giant-200b4ff2 https://www.sfgate.com/tech/article/bay-area-chegg-layoffs-blames-google-ai-199…
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(00:03:18) Auswirkung von US-Wahlen auf Tech und AI https://www.reuters.com/technology/trump-expected-shift-course-antitrust-stop-google-breakup-2024-11-06/https://www.linkedin.com/feed/update/urn:li:activity:7260230811063390208/(00:32:30) Anthropic and Palantir Collaborate on AI for Governmenthttps://arstechnica.com/ai/2024/11/safe-ai-champ-anthro…
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(00:04:11) Big-Tech Quartalszahlen: Microsoft, Meta, Alphabet, Amazonhttps://on.ft.com/40poTetCloud-Wachstum als AI-Erfolgssignalhttps://www.cnbc.com/2024/11/02/googles-cloud-outpaces-aws-azure-in-q3-as-ai-battle-heats-up-.htmlhttps://www.cnbc.com/2024/10/31/amazon-amzn-q3-earnings-report-2024.htmlhttps://www.cnbc.com/2024/10/30/microsoft-msft-q1-e…
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(00:03:52) Thema der Woche - AI-Agenten:Claudes “Computer Use” Featurehttps://www.theguardian.com/technology/2024/oct/23/claude-ai-anthropic-computer-tasks-form-filling-booking-tripshttps://www.anthropic.com/news/3-5-models-and-computer-use…. Und Analysetoolhttps://www.anthropic.com/news/analysis-tool Autonome Agenten bei Microsoft Co-Pilot - und S…
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(00:03:43) Anthropics AI-Paper und -Prognosehttps://darioamodei.com/machines-of-loving-grace(00:17:02) Buchtipphttps://www.amazon.de/-/en/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X(00:22:25) AI-Konsequenzen: Datacenters, Energiebedarf, Nuklear-Wettrennen https://www.apricitas.io/p/the-ai-investment-boomhttps://www.nytimes.com/2024/1…
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(00:02:18) Tesla We Robot Event + die eigentlich relevanten Updates aus dem Hause Muskhttps://www.theverge.com/2024/10/13/24269131/tesla-optimus-robots-human-controlled-cybercab-we-robot-event https://techcrunch.com/2024/10/14/tesla-optimus-bots-were-controlled-by-humans-during-the-we-robot-event/https://finance.yahoo.com/news/tesla-stock-selloff-a…
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(00:03:35) OpenAI-Megarunde: Die Details https://www.reuters.com/technology/artificial-intelligence/openai-closes-66-billion-funding-haul-valuation-157-billion-with-investment-2024-10-02/ https://www.axios.com/2024/09/20/openai-largest-vc-round(00:12:49) OpenAI Dev Dayhttps://openai.com/index/introducing-canvas/https://venturebeat.com/ai/openai-dev…
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(00:03:55) Meta Connect 2024https://techcrunch.com/2024/09/25/meta-ai-gets-lip-synced-translations-and-celebrity-voices-like-judi-dench-and-john-cena/https://techcrunch.com/2024/09/25/meta-ais-genai-imagine-features-expand-across-facebook-instagram-and-messenger/Orion & Hardwarestrategiehttps://www.bloomberg.com/news/newsletters/2024-09-29/meta-ste…
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(00:05:18) Georgien und Geopolitik(00:13:40) Manipulierte Pager(00:18:51) Meta Ray-Ban und Zukunft von AI-Wearableshttps://www.theverge.com/2024/9/21/24250020/ray-ban-meta-smart-glasses-ai-hardware-meta-connect https://www.threads.net/@airesearchs/post/DADbKxZKHsz/ https://www.threads.net/@bermudahillsco/post/DACZcYXow2S/ https://www.bloomberg.com/…
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(00:05:39) Apple Event:https://www.apple.com/newsroom/2024/09/apple-intelligence-comes-to-iphone-ipad-and-mac-starting-next-month/ https://www.apple.com/apple-events/ Apple Watch translation iPhone 16Apple intelligence (00:13:43) AI-Convesntion. Die erste Rechtsverbindliche vereinbarung zur Regulierung von KIhttps://www.ebu.ch/news/2024/09/ebu-welc…
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(00:04:44) NVIDIA Kartellklage und Aktienentwicklung https://www.theverge.com/2024/9/5/24232414/xockets-accuses-nvidia-microsoft-patent-infringement-antitrust https://www.theguardian.com/technology/article/2024/sep/04/nvidia-shares-slump-amid-reports-us-is-ramping-up-antitrust-investigation (00:15:44) Elon Musk's xAI Startet „Colossus“: Das weltwei…
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(00:01:41) Nvidia übertrifft Erwartungen und sieht dennoch Kursrückgang: Ein Blick auf die Quartalszahlenhttps://www.theguardian.com/technology/article/2024/aug/28/nvidia-nvda-q2-earnings-report(00:09:50) OpenAI Finanzierungsrunde - steigen NVIDIA und Apple ein?https://www.theverge.com/2024/8/29/24231626/apple-nvidia-openai-invest-microsoft(00:17:5…
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(00:05:52) Meta RayBan: Erfahrungsberichthttps://www.threads.net/@brooksrocco/post/C-0IzBpuV77/(00:17:15) Metas weitere Headset-Pläne: ARhttps://www.threads.net/@alexheath/post/C-8ynvHy8pi/https://www.threads.net/@theinformation/post/C_BGWc5OYdF/(00:22:42) Apples Robotics-Strategiehttps://www.threads.net/@markgurman/post/C_GOZTePzyY/(00:28:14) Goog…
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(00:02:58) Grok + Flux 1 & Elons Einfluss auf die Politikhttps://www.theguardian.com/us-news/article/2024/aug/12/elon-musk-twitter-x-elections-misinformation https://techcrunch.com/2024/08/13/xais-grok-can-now-generate-images-on-x/ https://www.theverge.com/2024/8/14/24220173/xai-grok-image-generator-misinformation-offensive-imges (00:18:49) Das KI-…
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(00:05:20) Börsenbeben und Rentenpolemikhttps://www.spiegel.de/politik/deutschland/rente-janine-wissler-warnt-vor-aktienrente-nach-boersencrash-a-1b7a81b8-06a9-4009-8ffb-eb2bf3abee67?sara_ref=re-so-app-shhttps://www.officialdata.org/us/stocks/s-p-500/1953?amount=100&endYear=2024https://www.macrotrends.net/2324/sp-500-historical-chart-data(00:13:00)…
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(00:03:10) Deutschlands Liebe für die EC Karte (00:07:58) Olympische Spiele des Hasses und die Rolle der (a)Sozialen Medienhttps://olympics.com/ioc/news/ai-system-to-protect-athletes-from-online-abuse-during-paris-2024 (00:16:47) Social-Media-Polarisierung + Elon komplett durchgeknallthttps://www.threads.net/@thebigjohnnyd/post/C91vm8hTF-F/https://…
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(00:04:10) Cyber-GAU wegen CrowdStrike / Microsoft / EU-Regulierung?https://www.theguardian.com/technology/article/2024/jul/24/crowdstrike-outage-companies-costhttps://archive.ph/2024.07.21-030633/https://www.wsj.com/tech/cybersecurity/microsoft-tech-outage-role-crowdstrike-50917b90https://www.theregister.com/2024/07/22/windows_crowdstrike_kernel_e…
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(00:05:59) Nagelsmann fordert KI-Einsatz bei Elfmeter-Entscheidungen und sonstiger KI-Einsatz beim Sporthttps://www.heise.de/news/Euro-2024-Nagelsmann-fordert-KI-Einsatz-bei-Handspiel-Entscheidungen-9791938.html?wt_mc=rss.red.ho.ho.rdf.beitrag.beitrag https://www.theguardian.com/sport/article/2024/jul/05/wimbledon-tennis-ai-artificial-intelligence-…
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» Die Themen der Folge 274:---(00:04:15) Anthropics Claude rocks und überholt OpenAI(00:10:35) Strategische Implikationen Foundational Modelshttps://www.linkedin.com/pulse/how-apple-just-redefined-think-ai-alexander-braun-eot2e/https://www.nature.com/articles/s41586-024-07421-0(00:19:46) OpenAI verschiebt Produkt-Launcheshttps://techcrunch.com/2024…
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(00:04:40) NVIDIA - das wertvollste Unternehmen der Welt und dann wieder nicht mehr. Der genAI Hypecycle https://www.theguardian.com/technology/article/2024/jun/18/nvidia-valuation-most-valuable https://www.linkedin.com/feed/update/urn:li:activity:7208519032365305857/https://www.wsj.com/tech/ai/nvidias-ascent-to-most-valuable-company-has-echoes-of-…
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» Die Themen der Folge 272:---(00:03:54) Apple WWDC 2024: AI = Apple Intelligencehttps://www.youtube.com/watch?v=RXeOiIDNNekhttps://www.theguardian.com/technology/article/2024/jun/13/apple-intelligence-aihttps://www.theguardian.com/technology/article/2024/jun/11/apple-stock-reaches-record-highhttps://www.threads.net/@mgsiegler/post/C8MtdemIzdd/http…
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(00:03:32) Nvidia geht weiter durch die Decke und überholt Applehttps://www.theguardian.com/technology/article/2024/jun/05/nvidia-stock-tech-market-price-value-3-trillion https://edition.cnn.com/2024/06/07/tech/nvidia-jenson-huang-taiwan-computex-hnk-intl/index.html https://www.youtube.com/watch?v=8Pfa8kPjUio(00:08:10) Elon, Tesla und NVIDIAhttps:/…
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» Die Themen der Folge 270:---(00:02:07) OpenAI: Hintergründe zur Sam Altmans Entlassunghttps://www.businessinsider.com/openai-board-member-details-sam-altman-lied-allegation-ousted-2024-5https://www.nytimes.com/2024/05/28/technology/openai-gpt4-new-model.htmlhttps://archive.ph/2024.06.03-043159/https://www.wsj.com/tech/ai/openai-sam-altman-investm…
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(00:04:27) Persönliches Update von Agnieszka:Finanzierungsrunde für mika und Nominierung für Mission Female Awardhttps://vote.missionfemale.com/ (00:07:45) NVIDIA geht durch die Decke und will jährlich neue Chips vorstellenhttps://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.htmlhttps://www.theverge.com/2024/5/22/24162860/nvidia-ai-…
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» Die Themen der Folge 268:---(00:02:30) OpenAI und Google im AI-Wettlauf(00:05:15) OpenAI-Ankündigungen im Detail...https://openai.com/index/hello-gpt-4o/https://www.threads.net/@michaelbtech/post/C6_dczOuOIK/https://podcasts.apple.com/de/podcast/openais-flirty-new-assistant-google-guts-the-web-we/id1528594034?i=1000655897604(00:17:46) ...und Appl…
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(00:00:20) Persönliches Update: Alex & YÖMilchhttps://maps.app.goo.gl/2X84jgvD7U9x1aCi9?g_st=ichttp://www.yomilch.de/(00:03:14) Das Phänomen OMR(00:08:30) Quartalszahlen Amazon und Apple (+ Apple iPad event)https://techcrunch.com/2024/05/02/apple-earnings-see-10-iphones-sales-drop/ https://www.cnbc.com/2024/04/30/amazon-amzn-q1-earnings-report-2024…
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» Die Themen der Folge 266:---(00:02:27) Tesla Earnings: Elons Märchenstundehttps://www.cnbc.com/2024/04/23/tesla-tsla-earnings-q1-2024-.htmlhttps://www.teslarati.com/tesla-q1-2024-earnings-call-transcript/https://archive.ph/wnk7khttps://bradmunchen.substack.com/p/tesla-q1-results-a-shady-set-of-numbershttps://www.threads.net/@moskov/post/C6KW_Odvk…
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(00:04:10) Magnificent Seven sind nicht ganz so magnificent https://www.bloomberg.com/news/articles/2024-04-20/magnificent-seven-earnings-arrive-with-stocks-at-critical-moment(00:07:44) Tesla: Kursentwicklung, Stellenabbau & Abgang führender Managerhttps://www.theguardian.com/technology/2024/apr/15/tesla-cut-jobs-elon-musk-staff https://archive.ph/…
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» Die Themen der Folge 264:---(00:04.34) Google Cloud Next: AI-Ausblickhttps://techcrunch.com/2024/04/10/google-cloud-next-2024-everything-you-need-to-know/https://qz.com/meta-facebook-ai-chip-google-intel-nvidia-1851400247https://fortune.com/2024/04/11/meta-google-ai-chips-semiconductor-in-house-nvidia-trillion-dollar-question/https://www.theguard…
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(00:05:13) Neues von Open AI: Sora, Voice Cloning und Bildbearbeitung, Custom Model Training Program https://www.theverge.com/2024/3/29/24115701/openai-voice-generation-ai-model https://openai.com/blog/navigating-the-challenges-and-opportunities-of-synthetic-voiceshttps://techcrunch.com/2024/04/04/openai-expands-its-custom-model-training-program/ h…
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» Die Themen der Folge 262:---(00:03.32) Microsoft baut mit OpenAI $100 Mrd. Supercomputer https://www.businessinsider.com/microsoft-openai-plan-100-billion-supercomputer-stargate-artificial-intelligence-report-2024-3(00:04:40) AI-Konsolidierung als BigTech Game: Inflection, Stable Diffusion, Anthropichttps://venturebeat.com/ai/amazon-invests-anoth…
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(00:04:23) NVIDIA GTC Ankündigungen - NVIDIA als der wichtigste Akteur der AI-Ärahttps://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing?utm_source=substack&utm_medium=email https://techcrunch.com/2024/03/24/nvidia-could-be-primed-to-be-the-next-aws/https://gizmodo.com/nvidia-wants-replace-nurses-with-ai…
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» Die Themen der Folge 260:---(00:03:18) TikTok-Verbot oder -Zerschlagung in den USAhttps://thehill.com/policy/technology/4524989-metas-stock-drops-after-trump-calls-facebook-an-enemy-of-the-people/https://www.nytimes.com/2024/03/13/technology/tiktok-ban-sale-china.htmlhttps://www.nbcnews.com/tech/tech-news/tiktok-ban-embolden-authoritarian-censors…
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(00:03:07) Regulierungsversuch von TikTok in USA https://www.nytimes.com/2024/03/08/us/politics/biden-tiktok.htmlhttps://www.nytimes.com/2024/03/07/business/tiktok-phone-calls-congress.htmlhttps://www.tagesschau.de/wirtschaft/technologie/tiktok-instagram-meta-wachstum-user-reels-influencer-100.html (00:09:40) Instagram überholt TikTok als die meist…
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» Die Themen der Folge 258:---(00:04:11) Apple beerdigt Car-Projekthttps://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-aihttps://techcrunch.com/2024/02/28/the-apple-car-that-never-was-a-timeline/https://archive.is/bIhCx(00:14:30) Googles AI-Ärger mit Geminihttps://finance.yahoo.com/news/go…
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» Die Themen der Folge 257:---(00:03:45) NVIDIA gibt Quartalszahlen bekannt und mehr aus dem Chip-Bereichhttps://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.htmlhttps://www.threads.net/@morningbrew/post/C3qn9xLLGiU/https://www.theverge.com/2024/2/21/24079336/microsoft-intel-chip-partnership-foundry-tsmchttps://stratechery.com/2024/s…
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» Die Themen der Folge 256:---(00:04:07) Google zaubert AI mit Gemini 1.5https://youtu.be/Cs6pe8o7XY8?si=ZYo_waVTjOjrIzQXhttps://www.technologyreview.com/2024/02/15/1088367/googles-new-version-of-gemini-can-handle-far-bigger-amounts-of-data/(00:13:41) OpenAI verzaubert Videos mit Sora... https://www.youtube.com/watch?v=HK6y8DAPN_0&t=434s https://op…
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» Die Themen der Folge 255:---(00:04:15) FTX und Celsius: Gläubiger kriegen wohl doch ihr Geld zurückhttps://www.cnbc.com/2024/02/10/as-sam-bankman-fried-awaits-jail-ftx-customers-await-full-repayment.html (00:10:37) Adam Neumann will WeWork aus der Insolvenz kaufenhttps://techcrunch.com/2024/02/06/adam-neumann-is-trying-to-buy-back-wework/(00:21:3…
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» Die Themen der Folge 254:---(00:04:26) Facebook wird 20https://mashable.com/article/facebook-changed-social-mediahttps://www.economist.com/leaders/2024/02/01/the-end-of-the-social-networkhttps://medium.com/@almarrone/how-facebooks-secret-for-success-became-its-downfall-7e2350bc1405(00:12:30) Social Media Anhörung vor Kongresshttps://www.nytimes.c…
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(00:04:02) OpenAI Chip-Offensive? https://www.reuters.com/technology/sam-altman-seeks-raise-billions-network-ai-chip-factories-bloomberg-news-2024-01-19/ (00:09:48) Google: Anspruch an leadership bei KIKI für Chrome: z.B tabs organisieren https://blog.google/products/chrome/google-chrome-generative-ai-features-january-2024/ Google Lumierehttps://ww…
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» Die Themen der Folge 252:---(00:03:09) Änderung des Podcast-Reportings bei Applehttps://www.semafor.com/article/01/14/2024/the-incredible-shrinking-podcast-industry(00:04:35) Apples Vision Pro im Vorverkaufhttps://www.theverge.com/2024/1/20/24044343/apple-vision-pro-safari-killer-apphttps://www.nytimes.com/2024/01/19/technology/apple-vision-pro-a…
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» Die Themen der Folge 251:---(00:05:11) CES (und DLD) - alles AI. Bleibt die Consumer Electronics Show relevant?https://www.theverge.com/2024/1/13/24035152/ces-generative-ai-hype-robotshttps://www.theguardian.com/technology/2024/jan/09/is-the-consumer-electronics-show-still-relevant(00:19:00) Die Suche nach einem neuen Endgerät für das KI-Zeitalte…
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» Die Themen der Folge 250:---(00:02:54) Apple Watch 9 mit Patentstreit und Verkaufsverbothttps://techcrunch.com/2023/12/27/apple-watch-ban-import-paused/https://9to5mac.com/2023/12/31/masimo-ceo-interview-apple-watch-ban/(00:05:25) Neujahrsvorsätze und Co-Founder-Recruiting(00:09:28) Retro: Flip-Phone statt Smartphone bei Gen-Zhttps://www.zdnet.co…
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(00:01:17) Rückblick auf unsere Prognosen für 2023: Erfolgreichstes Börsenjahr seit 1999https://www.threads.net/@finanzennet/post/C1fF_Y8M7G6/https://twitter.com/convertbond/status/1741935960495890653https://twitter.com/jonerlichman/status/1740847361847448013https://twitter.com/tiefseher/status/1740866423940059384The Magnificent SevenDer Wirtschaft…
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» Die Themen der Folge 248:---(00:04:26) Threads in Europa - von Elon zu Zuckhttps://www.theverge.com/2023/12/14/23953986/threads-european-union-launch-eu-meta-twitter-rivalhttps://www.404media.co/twitter-x-now-showing-ads-for-nonconsensual-ai-undress-apps/https://www.forbes.com/sites/saradorn/2023/12/10/elon-musk-celebrates-alex-jones-in-x-chat-jo…
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» Die Themen der Folge 247:---(00:02:42) Wie ein Jahr ChatGPT die Welt verändert hathttps://www.nytimes.com/2023/12/05/technology/ai-chatgpt-google-meta.html(00:08:39) Nvidias AI-Investmenthebelhttps://www.tomshardware.com/tech-industry/nvidia-ai-and-hpc-gpu-sales-reportedly-approached-half-a-million-units-in-q3-thanks-to-meta-facebookhttps://blogs…
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(00:02:56) AWS re:Invent: Q - Der neue KI-Chatbot für Unternehmenhttps://www.nytimes.com/2023/11/28/technology/amazon-ai-chatbot-q.html(00:08:45) Ethische Probleme rund um genAI: KI als Treiber der Mittelmäßigkeit, https://time.com/6337835/ai-mediocrity-essay/LLMs und Copyrighthttps://www.hollywoodreporter.com/business/business-news/sarah-silverman…
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» Die Themen der Folge 245:---(00:03:08) Sam Altman, OpenAI und Project Q*https://www.theguardian.com/business/2023/nov/23/openai-was-working-on-advanced-model-so-powerful-it-alarmed-staff https://www.nytimes.com/2023/11/21/technology/openai-altman-board-fight.htmlhttps://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-lett…
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» Die Themen der Folge 244:---(00:03:42) Game of Thrones bei OpenAI: Sam Altman gefeuerthttps://archive.ph/2023.11.19-011124/https://www.bloomberg.com/news/articles/2023-11-18/openai-altman-ouster-followed-debates-between-altman-boardhttps://www.axios.com/2023/11/18/openai-memo-altman-firing-malfeasance-communications-breakdownhttps://www.theatlant…
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