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#327 | 🚀 Figma-IPO, 🚀 BigTech-Zahlen, 🚀 Anthropic & OpenAI, 🦄 n8n, NotebookLM, GLM 4.5, 🚨 Trump-Economics
Manage episode 498333158 series 2475819
00:15 Figma IPO und Marktanalysen
https://finance.yahoo.com/news/figma-indicated-112-above-ipo-152947660.html
https://techcrunch.com/2025/07/30/figmas-ipo-price-hit-a-19-3b-valuation-out-of-the-gate/
https://www.nytimes.com/2025/07/31/technology/figma-ipo.html
https://techcrunch.com/2025/08/02/lina-khan-points-to-figma-ipo-as-vindication-for-ma-scrutiny/
09:29 Quartalszahlen:
- Meta: https://www.cnbc.com/2025/07/30/meta-q2-earnings-report-2025.html https://www.socialmediatoday.com/news/meta-outlines-performance-improvements-ads-algorithm-ai/756745/
- Microsoft: https://www.cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.html
- Amazon: https://www.cnbc.com/amp/2025/07/31/amazon-amzn-q2-earnings-report-2025.html
- Apple: https://www.cnbc.com/2025/07/31/apple-aapl-q3-earnings-report-2025.html
19:05 AI-Investitionen: Meta-Milliarden für Entwickler
https://www.wsj.com/tech/ai/meta-zuckerberg-ai-recruiting-fail-e6107555
28:34 Die Frage der One-Person-Unicorn-Company
31:25 Wachstumszahlen Anthropic und OpenAI
https://www.theinformation.com/articles/anthropic-revenue-pace-nears-5-billion-run-mega-round
34:33 Finanzierungsherausforderungen in der AI-Industrie
37:19 Amazon und die Zukunft der Unterhaltung
45:56 Neues Unicorn aus Berlin: n8n
https://techfundingnews.com/n8n-automation-unicorn-valuation-1-5-billion/
https://bebeez.eu/2025/08/02/ai-agent-startup-n8n-seeks-1-5bn-valuation-amid-vc-bidding-war/
49:45 Selbstentwicklung von AI und ihre Implikationen
https://arxiv.org/abs/2507.18074
54:20 NotebookLM und die Zukunft des Lernens
https://blog.google/technology/google-labs/notebooklm-video-overviews-studio-upgrades/
https://techcrunch.com/2025/07/29/googles-notebooklm-rolls-out-video-overviews/
58:07 Neues Sprachmodell GLM 4.5
https://huggingface.co/zai-org/GLM-4.5
01:00:31 Trumps ökonomische Experimente und ihre Folgen
https://amp.cnn.com/cnn/2025/08/01/economy/us-jobs-report-july
https://www.nytimes.com/2025/08/03/opinion/trump-bls-fired-labor-jobs-data.html
https://www.nytimes.com/2025/08/04/opinion/columnists/friedman-trump-labor-firing.html
https://www.wsj.com/politics/policy/the-economist-trump-targeted-over-rigged-jobs-data-47657457
https://www.wsj.com/finance/investing/trump-bls-firing-jobs-data-wall-street-0800b24d
https://www.rawstory.com/paul-krugman-2673800091/
01:08:20 Psilocybin: Regulierung und gesellschaftliche Diskussion
01:11:57 Buchbesprechung: Bitter Sweet von Susan Cain
344 حلقات
Manage episode 498333158 series 2475819
00:15 Figma IPO und Marktanalysen
https://finance.yahoo.com/news/figma-indicated-112-above-ipo-152947660.html
https://techcrunch.com/2025/07/30/figmas-ipo-price-hit-a-19-3b-valuation-out-of-the-gate/
https://www.nytimes.com/2025/07/31/technology/figma-ipo.html
https://techcrunch.com/2025/08/02/lina-khan-points-to-figma-ipo-as-vindication-for-ma-scrutiny/
09:29 Quartalszahlen:
- Meta: https://www.cnbc.com/2025/07/30/meta-q2-earnings-report-2025.html https://www.socialmediatoday.com/news/meta-outlines-performance-improvements-ads-algorithm-ai/756745/
- Microsoft: https://www.cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.html
- Amazon: https://www.cnbc.com/amp/2025/07/31/amazon-amzn-q2-earnings-report-2025.html
- Apple: https://www.cnbc.com/2025/07/31/apple-aapl-q3-earnings-report-2025.html
19:05 AI-Investitionen: Meta-Milliarden für Entwickler
https://www.wsj.com/tech/ai/meta-zuckerberg-ai-recruiting-fail-e6107555
28:34 Die Frage der One-Person-Unicorn-Company
31:25 Wachstumszahlen Anthropic und OpenAI
https://www.theinformation.com/articles/anthropic-revenue-pace-nears-5-billion-run-mega-round
34:33 Finanzierungsherausforderungen in der AI-Industrie
37:19 Amazon und die Zukunft der Unterhaltung
45:56 Neues Unicorn aus Berlin: n8n
https://techfundingnews.com/n8n-automation-unicorn-valuation-1-5-billion/
https://bebeez.eu/2025/08/02/ai-agent-startup-n8n-seeks-1-5bn-valuation-amid-vc-bidding-war/
49:45 Selbstentwicklung von AI und ihre Implikationen
https://arxiv.org/abs/2507.18074
54:20 NotebookLM und die Zukunft des Lernens
https://blog.google/technology/google-labs/notebooklm-video-overviews-studio-upgrades/
https://techcrunch.com/2025/07/29/googles-notebooklm-rolls-out-video-overviews/
58:07 Neues Sprachmodell GLM 4.5
https://huggingface.co/zai-org/GLM-4.5
01:00:31 Trumps ökonomische Experimente und ihre Folgen
https://amp.cnn.com/cnn/2025/08/01/economy/us-jobs-report-july
https://www.nytimes.com/2025/08/03/opinion/trump-bls-fired-labor-jobs-data.html
https://www.nytimes.com/2025/08/04/opinion/columnists/friedman-trump-labor-firing.html
https://www.wsj.com/politics/policy/the-economist-trump-targeted-over-rigged-jobs-data-47657457
https://www.wsj.com/finance/investing/trump-bls-firing-jobs-data-wall-street-0800b24d
https://www.rawstory.com/paul-krugman-2673800091/
01:08:20 Psilocybin: Regulierung und gesellschaftliche Diskussion
01:11:57 Buchbesprechung: Bitter Sweet von Susan Cain
344 حلقات
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