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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 den technologischen Entwicklungen: als Gründer von Internet-Startups, Autoren von Büchern über künstliche Intelligenz und den digitalen Wandel und Keynote-Speaker auf Konferenzen. Mit der von uns gegründeten Digitalstrategieberatung CREATIVE CONSTRUCTION unterstützten wir seit 2011 eine Vielzahl von Unternehmen dabei, ihre Zukunft im digitalen Umfeld neu zu gestalten. Diese wurde im März 2020 von der Technologie- und Managementberatung Capco akquiriert.
In nur wenigen Jahren hat das Internet nicht nur jede Branche grundlegend umgekrempelt und Geschäftsmodelle auf den Kopf gestellt, sondern auch das alltägliche Leben tiefgreifend verändert. Mit dem Smartphone hat heute jeder einen Supercomputer in der Tasche, der viele Millionen Mal schneller ist, als der NASA-Computer, der den ersten Mondflug steuerte. Damit kann man nicht nur eine virtuelle Flotte von Autos nutzen, um mit einem Klick von A nach B zu kommen, sondern hat auch auf das gesamte Wissen der Menschheitsgeschichte Zugriff.
Dies stellt jedoch erst den Anfang dar. Der in den nächsten Jahren bevorstehende Wandel jedes Bereichs unseres Lebens wird tiefgreifender sein, als es sich die meisten heute vorstellen können. Denn: Niemals wieder wird die Geschwindigkeit des Wandels so langsam sein, wie jetzt gerade. Wir sind der Überzeugung, dass man den Weg in diese Zukunft am besten meistern kann, wenn man das Motto von Paul Graham beherzigt: Live in the future, then build what's missing.
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#265 |📉 Turbulenzen bei Tesla (+Apple und TikTok), Metas KI-Offensive, 🛠️ KI-Hardware
(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 Manager
https://www.theguardian.com/technology/2024/apr/15/tesla-cut-jobs-elon-musk-staff
https://archive.ph/fF2i6
https://archive.ph/2024.04.21-203020/https://www.bloomberg.com/news/features/2024-04-21/tesla-tsla-cybertruck-recall-is-latest-setback-to-stock-s-rough-2024
https://www.wsj.com/business/autos/elon-musk-turned-democrats-off-tesla-when-he-needed-them-most-176023af
https://www.threads.net/@shortingisfun/post/C59GY06vcXX/
https://www.threads.net/@sofainatl/post/C5zoW9ZOPs6/
https://www.threads.net/@theinformation/post/C5zTNIeuOYA/
https://www.threads.net/@sofainatl/post/C56ykFhu7w-/
https://www.threads.net/@gergelyorosz_/post/C5771IjI9o_/
https://www.threads.net/@firerock31/post/C6AS3uPpf-9/
(00:26:15) Netflix: negative Aktienentwicklung trotz Gewinnen
https://finance.yahoo.com/news/wall-street-is-anxious-over-netflixs-decision-to-stop-sharing-subscriber-numbers-113308943.html
https://www.threads.net/@carnage4life/post/C57aM0aLClz/
(00:30:09) Apple verliert Spitzenposition im globalen Smartphone-Markt an Samsung
https://www.theguardian.com/business/2024/apr/15/apples-loses-mantle-as-worlds-biggest-phone-seller-to-samsung-as-china-sales-drop
(00:32:38) TikTok: Verbot oder Verkauf
https://techcrunch.com/2024/04/20/house-passes-tiktok-ban-again/
https://www.linkedin.com/news/story/bytedance-profit-jumps-60-5971924/
https://www.reuters.com/technology/tiktoks-us-revenue-hits-16-bln-washington-threatens-ban-ft-reports-2024-03-15/
(00:36:12) Meta startet größte A.I.-Initiative: Llama 3 & Smarte Assistenten in allen Apps
https://www.nytimes.com/2024/04/18/technology/meta-ai-assistant-push.html
(00:44:14) Amazon gibt Alexa de facto auf
https://arstechnica.com/gadgets/2024/04/amazon-virtually-kills-efforts-to-develop-alexa-skills-disappointing-dozens/
(00:48:08) AI Hardware
Rewind wird zu Limitless https://techcrunch.com/2024/04/17/a16z-backed-rewind-pivots-to-build-ai-powered-pendant-to-record-your-conversations/
Nothing earbuds mit ChatGPT
https://www.zdnet.com/article/these-earbuds-are-the-first-equipped-with-chatgpt-and-they-are-cheaper-than-you-think/
(00:57:24) Microsoft Vasa-1
https://venturebeat.com/ai/microsoft-shows-off-vasa-1-an-ai-framework-that-makes-human-headshots-talk-sing/
(01:00:13)Adobe Video Editing
https://readwrite.com/adobe-expands-generative-ai-features-to-video-editing-software-premiere-pro/
https://uproxx.com/music/lil-yachty-concert-stage-meme-video-explained/
(01:04:07) Bitcoin Halving
https://theconversation.com/bitcoin-is-halving-again-what-does-that-mean-for-the-cryptocurrency-and-the-market-228213
(01:07:41) Neuer Roboter von Boston Dynamics
https://www.digitaltrends.com/news/boston-dynamicss-new-atlas-robot-takes-on-the-tesla-bot/
https://www.youtube.com/watch?v=29ECwExc-_M
(01:10:27) Buchempfehlung: How to Decide. Simple Tools for Making Better Choices, von Annie Duke
https://www.amazon.de/-/en/Annie-Duke-ebook/dp/B07TRJB3S3 -
#264 | Googles AI-Pläne, 🥸 Humanes AI-Hardware-Flopp, ⛔️ Tesla & Ricardo vs. Protektionismus
» Die Themen der Folge 264:
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(00:04.34) Google Cloud Next: AI-Ausblick
https://techcrunch.com/2024/04/10/google-cloud-next-2024-everything-you-need-to-know/
https://qz.com/meta-facebook-ai-chip-google-intel-nvidia-1851400247
https://fortune.com/2024/04/11/meta-google-ai-chips-semiconductor-in-house-nvidia-trillion-dollar-question/
https://www.theguardian.com/technology/2024/apr/10/ai-race-heats-up-as-openai-google-and-mistral-release-new-models
(00:08:21) AI-Agents die Zukunft und der Schlüssel zur Produktivität?
https://www.nytimes.com/2024/04/01/business/economy/artificial-intelligence-productivity.html
(00:12:17) AI-BigTech-Dominanz und Konsequenz für Wettbewerb
https://www.gov.uk/government/publications/ai-foundation-models-update-paper
https://theconversation.com/to-understand-the-risks-posed-by-ai-follow-the-money-225872
https://archive.ph/2024.04.14-043413/https://www.wsj.com/business/retail/amazon-the-everything-war-dana-mattioli-4966915d
(00:24:11) AI-Hardware: Humane AI-Pin Review-Debakel
https://www.theverge.com/24126502/humane-ai-pin-review
https://www.nytimes.com/2024/04/11/technology/personaltech/ai-pin-humane-openai-microsoft.html
https://gizmodo.com/everything-you-should-know-humane-ai-pin-1851407533
https://twitter.com/carnage4life/status/1778796076289626257
https://www.threads.net/@carnage4life/post/C5xC20Ir-Zz/
https://www.threads.net/@julesterpak/post/C5wiZd-rn9T/
(00:47:07) OpenAI und Jony Ive mit eigener AI-Hardware
https://arstechnica.com/gadgets/2024/04/apples-jony-ive-and-openais-sam-altman-team-up-for-ai-device-startup/
(00:51:45) Adobe mit Kompensation für Trainingsdaten
https://qz.com/adobe-ai-training-data-artists-pay-1851407658
(00:58:47) Elons AGI-Prognose
https://www.theguardian.com/technology/2024/apr/09/elon-musk-predicts-superhuman-ai-will-be-smarter-than-people-next-year
https://gizmodo.com/elon-musks-worst-predictions-and-broken-promises-1851398745
(01:01:07) Tesla und Ricardo vs. Protektionismus
https://open.spotify.com/episode/0wei40Iw8kyBWuq9LyI3Lt?si=ZiOpVhq_RySV-uABCwyzfQ
https://www.nytimes.com/2024/03/27/world/asia/elon-musk-tesla-china.html
https://www.nytimes.com/2024/03/27/world/asia/musk-china-tesla-explained.html
https://archive.ph/meHUc
https://twitter.com/noahpinion/status/1777424655969853877
https://www.bloomberg.com/opinion/articles/2024-04-08/yellen-junks-200-years-of-economics-to-block-china-clean-tech
https://www.high-capacity.com/p/chinas-overcapacity-reveals-two-different
(01:10:38) Live-Berichterstattung ohne Twitter
(01:15:55) Buchtipp
https://www.amazon.de/-/en/Amy-C-Edmondson/dp/1668034573 -
#263 | 🤖 OpenAI, 🍏 Apples ReALM, 💸 Googles AI-Suche, 🛍 Amazons "Just Walk Out", 🇨🇳 Tesla & EVs
(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-voices
https://techcrunch.com/2024/04/04/openai-expands-its-custom-model-training-program/
https://www.wsj.com/video/series/joanna-stern-personal-technology/openai-made-me-crazy-videosthen-the-cto-answered-most-of-my-questions/C2188768-D570-4456-8574-9941D4F9D7E2
https://www.engadget.com/openai-and-google-reportedly-used-transcriptions-of-youtube-videos-to-train-their-ai-models-163531073.html https://www.nytimes.com/2024/04/06/technology/tech-giants-harvest-data-artificial-intelligence.html
https://www.reuters.com/technology/inside-big-techs-underground-race-buy-ai-training-data-2024-04-05/
(00:22:40) Apple KI-Modell ReALM
https://www.zdnet.com/article/apple-claims-its-on-device-ai-system-realm-substantially-outperforms-gpt-4/
(00:25:34) Weitere News aus dem Bereich Command R+ von Cohere
https://venturebeat.com/ai/cohere-launches-command-r-a-powerful-llm-optimized-for-enterprise-ai/
Databricks Open Source Modell
https://www.wired.com/story/dbrx-inside-the-creation-of-the-worlds-most-powerful-open-source-ai-model/
"Many-shot Jailbreak" zeigt Schwachstellen in Sicherheit der LLMs auf
https://www.theguardian.com/technology/2024/apr/03/many-shot-jailbreaking-ai-artificial-intelligence-safety-features-bypass
(00:36:41) Will sich Google für die AI-Suche bezahlen lassen?
https://www.theguardian.com/technology/2024/apr/04/google-set-to-charge-for-internet-searches-with-ai-reports-say
und Hubspot kaufen?
https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04/
(00:51:44) Yahoo übernimmt die AI-News-App Artifact von den Instagram-Gründern
https://www.theverge.com/2024/4/2/24118436/yahoo-news-artifact-acquisition
+ neues Startup von Marissa Meyer
https://www.platformer.news/marissa-mayer-sunshine-shine-app-design-cofounder-quits/
(01:04:51) Die menschliche Arbeit hinter Amazons "Just Walk Out"-Technologie
https://www.businessinsider.com/amazons-just-walk-out-actually-1-000-people-in-india-2024-4
Sonntagsruhe trifft auf Roboterläden: Teguts automatisierte Filialen
https://www.ft.com/content/2778b6c4-4be7-4f38-acee-78f38feca743
https://arstechnica.com/gadgets/2024/04/amazon-ends-ai-powered-store-checkout-which-needed-1000-video-reviewers/
(01:11:26) Tesla verzeichnet Rückgang bei Lieferungen das erste mal in vier Jahren, Entwicklungen auf dem EV Markt
https://www.theguardian.com/technology/2024/apr/02/tesla-quarterly-deliveries-fall
https://www.engadget.com/xiaomi-says-its-su7-ev-can-outperform-porsche-and-has-more-tech-than-tesla-095637762.html
https://www.reddit.com/r/Taycan/comments/1brvnp1/xiaomi_su7_is_a_blatant_design_ripoff_of_the/
https://www.threads.net/@carnage4life/post/C5a0_RoLZc6/
https://www.threads.net/@barchartofficial/post/C5dorUeAZMX/
https://www.high-capacity.com/p/chinas-overcapacity-reveals-two-different
https://www.spiegel.de/wirtschaft/tesla-chef-elon-musk-kuendigt-fuer-august-praesentation-von-robotaxis-an-a-5d7eadee-6d80-4eb5-bfea-e41a1170d200
https://www.reuters.com/business/autos-transportation/tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition-2024-04-05/
https://www.ft.com/content/1f18cf1f-8b28-446a-81d2-86555f52a6e8
https://techxplore.com/news/2024-03-china-competitive-car-heart-global.html
https://www.coxautoinc.com/market-insights/kbb-atp-february-2024/
https://www.arenaev.com/xiaomi_su7_first_realworld_tests_show_promise-news-3355.php
https://twitter.com/pitdesi/status/1774824035840643137
(01:18:13) Ein verhinderter Hack in der Open Source Infrastruktur
https://www.economist.com/science-and-technology/2024/04/02/a-stealth-attack-came-close-to-compromising-the-worlds-computers
https://boehs.org/node/everything-i-know-about-the-xz-backdoor -
#262 | AI-Konsolidierung, 🇩🇪 AI-Sackgasse, Adobe GenStudio, Hume, 🫣 LinkedIn, 🧻 Trump Ponzi
» Die Themen der Folge 262:
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(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, Anthropic
https://venturebeat.com/ai/amazon-invests-another-2-75b-in-anthropic-reportedly-largest-in-company-history/
https://www.inc.com/kit-eaton/hot-ai-job-market-means-metas-offering-jobs-without-interviews-zuck-emailing-candidates-himself.html
https://www.theinformation.com/articles/big-tech-taps-their-founders-as-ai-talent-battle-heats-up
https://www.theinformation.com/articles/openais-new-tack-in-talent-war-with-google-promising-recruits-a-quick-stock-bump
https://www.teamrora.com/post/ai-researchers-salary-negotiation-report-2023
(00:14:29) Deutsche Wirtschaft in der AI-Sackgasse?
(00:27:15) LLMs im Vergleich: Anthropic im Benchmark vor OpenAIs GPT4
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5313c11b-bff5-4963-bbe8-8204d8a9a044_1240x940.png
https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm
https://www.exponentialview.co/p/putting-gpt-4s-new-rivals-to-the
(00:30:44) Adobe: AI mit Gen-Studio
https://techcrunch.com/2024/03/26/adobes-genstudio-brings-brand-safe-generative-ai-to-marketers/
https://business.adobe.com/products/genstudio.html
(00:36:07) Hume: AI mit emotionaler Intelligenz und Konsequenzen für Mental Health
https://venturebeat.com/ai/is-ais-next-big-leap-understanding-emotion-50m-for-hume-says-yes/
https://www.hume.ai/products
(00:48:31) LinkedIn mit Games und Tiktok...
https://techcrunch.com/2024/03/16/linkedin-wants-to-add-gaming-to-its-platform/
https://techcrunch.com/2024/03/27/linkedin-is-experimenting-with-a-tiktok-like-video-feed-in-its-app/
https://techcrunch.com/2024/03/28/linkedin-targets-users-caught-between-tiktok-and-twitter-world-games-videos/
https://www.threads.net/@carnage4life/post/C5MqO5_vlcp/
(00:54:36) Reddit-IPO-Performance
https://www.cnbc.com/2024/03/28/reddit-shares-on-a-two-day-tumble-after-post-ipo-high.html
(00:57:41) Truth Social - oder käufliche US-Demokratie
https://edition.cnn.com/2024/03/26/politics/djt-stock-trump-what-matters/index.html
https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-crash-96505b10
https://edition.cnn.com/2024/04/01/media/truth-social-trump-media-stock-losses/index.html
https://www.cnbc.com/2024/04/01/defendants-in-trump-media-insider-trading-case-signal-possible-pleas.html
(01:06:54) SBF von FTX zu 25 Jahren Haft verurteilt
https://www.nytimes.com/2024/03/28/technology/sam-bankman-fried-sentenced.html
(01:13:42) VCs mit Präferenz für Faker und Law-Breaker?
(01:17:23) Buchtipps
https://www.amazon.de/-/en/Malka-Older/dp/0765392364
https://www.amazon.de/-/en/Cixin-Liu/dp/0765382032 -
#261 | 🚀 NVIDIA's Höhenflug, 💼 Microsofts Acqui-hire von Inflection, 🍏 Apple: Antitrust & AI
(00:04:23) NVIDIA GTC Ankündigungen - NVIDIA als der wichtigste Akteur der AI-Ära
https://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-1851347917?
(00:21:18) Mustafa Suleyman geht zu Microsoft - verschleierte Akquisition?
https://www.nytimes.com/2024/03/19/technology/mustafa-suleyman-google-gemini.html
https://techcrunch.com/2024/03/19/after-raising-1-3b-inflection-got-eaten-alive-by-its-biggest-investor-microsoft/?utm_source=pocket_saves&guccounter=1
(00:32:34) Was geht gerade bei OpenAI?
(00:36:35) Apple: Antitrust und AI-Pläne
https://www.nytimes.com/2024/03/19/technology/apple-google-ai-iphone.html
https://www.theguardian.com/technology/video/2024/mar/21/us-government-sues-apple-iphone
https://www.theverge.com/2024/3/22/24109033/doj-apple-antitrust-lawsuit-legal-expert-praise
(00:52:07) Neues von Gogle: TacticAI - AI-Assistent für Fußballstrategie und YouTubes Umgang mit KI-generierten Videos
https://deepmind.google/discover/blog/tacticai-ai-assistant-for-football-tactics/
https://www.technologyreview.com/2024/03/19/1089927/google-deepminds-new-ai-assistant-helps-elite-soccer-coaches-get-even-better/
(00:55:52) Neuralink
https://www.theguardian.com/technology/2024/mar/20/elon-musk-neuralink-brain-chip-patient-chess
(00:58:17) Reddit und Truth Social IPO
https://www.nytimes.com/2024/03/21/technology/reddit-stock-ipo-market.html
https://www.nytimes.com/2024/03/20/business/media/reddit-ipo-conde-nast.html
https://www.cnbc.com/2024/03/21/sam-altmans-reddit-stake-worth-over-600-million-after-nyse-debut.html?utm_source=pocket_saves https://www.wired.com/story/trump-truth-social-publicly-traded-company/
(01:06:18) Kräftemessen zwischen USA und China
https://www.wsj.com/politics/national-security/espionage-probe-finds-communications-device-on-chinese-cargo-cranes-867d32c0
https://www.mobileworldlive.com/regulation/china-curbs-use-of-us-tech-in-government-pcs/
(01:12:48) Buchempfehlung: The Geek Way von Andrew McAfee -
#260 | TikTok-Verbot, Data-Broker, IOT-Autos, DMA Apple & Google, Apple + AI, Grok, Midjourney, X
» Die Themen der Folge 260:
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(00:03:18) TikTok-Verbot oder -Zerschlagung in den USA
https://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.html
https://www.nbcnews.com/tech/tech-news/tiktok-ban-embolden-authoritarian-censorship-experts-warn-rcna143476
(00:18:10) Dunstkreis Data-Broker
https://www.engadget.com/researchers-posed-as-foreign-actors-and-data-brokers-sold-them-information-on-military-servicemembers-anyway-120038192.html
https://www.engadget.com/biden-signs-executive-order-to-stop-russia-and-china-from-buying-americans-personal-data-100029820.html
https://www.forbes.com/sites/sarahemerson/2024/02/22/bazze-data-broker-is-selling-data-that-can-locate-people-at-military-bases-and-embassies/
(00:23:18) IOT-Autos : Verkauf von Daten zum Fahrverhalten
https://www.nytimes.com/2024/03/11/technology/carmakers-driver-tracking-insurance.html
https://www.wsj.com/politics/national-security/espionage-probe-finds-communications-device-on-chinese-cargo-cranes-867d32c0
(00:28:29) Audi-Abo
https://www.motor1.com/news/711957/2025-audi-a3-in-car-subscriptions/
(00:34:30) DMA und die Konsequenzen für Apple, Google und Usability
https://blog.google/around-the-globe/google-europe/an-update-on-our-preparations-for-the-dma/
(00:48:40) Apples Akquisitionsstrategie und AI
https://medium.com/@multiplatform.ai/apple-acquires-darwinai-a-canadian-ai-startup-specializing-in-vision-based-technology-for-93e06ee9f729
(00:55:45) Devin: AI-Developer
https://www.businessinsider.com/cognition-labs-devin-ai-software-engineer-humans-lose-jobs-2024-3
https://www.cognition-labs.com/introducing-devin
https://venturebeat.com/ai/cognition-emerges-from-stealth-to-launch-ai-software-engineer-devin/
(01:02:00) Figure AI
https://youtu.be/Sq1QZB5baNw?si=XBsdQPGCrN1AdsCG
https://readwrite.com/the-ai-dolls-to-tackle-loneliness-of-south-koreas-elderly-and-watch-them/
(01:04:49) Midjourney mit konsistenten Charakteren
https://venturebeat.com/ai/midjourney-debuts-feature-for-generating-consistent-characters-across-multiple-gen-ai-images/
(01:07:52) Grok jetzt Open Source
https://www.wired.com/story/elon-musk-no-choice-open-chatbot-grok/
(01:10:10) Elons Free Speech - only Elon speaks freelon
https://www.theverge.com/2024/3/13/24099677/don-lemon-elon-musk-x-canceled
https://www.theverge.com/2024/3/18/24104708/elon-musk-interview-don-lemon-show-canceled
https://podcasts.apple.com/de/podcast/don-lemon-on-the-end-of-his-x-partnership/id1073226719?i=1000649303422
(01:15;56) Buchtipp
https://www.amazon.de/totale-Rausch-Drogen-Dritten-Reich/dp/3462050354