#369 | Päpstliche KI-Enzyklika, $500 Mio Token-Rechnung und doch keine Job-Apokalypse

aus Zurück zur Zukunft - Tech-News und Business Models · 02.06.2026 · 73 Min.

Beschreibung

00:15 Einführung 04:18 Papst stellt seine KI-Enzyklika vor Vatikan — Magnifica Humanitas Volltext Washington Post — Anthropic aligns with Vatican CNN — Pope Leo on AI fueling warfare National Catholic Register — 15 Quotes aus der Enzyklika Anthropic — Chris Olah's remarks 12:01 Anthropic schließt 65-Milliarden-Runde (jetzt aber wirklich) und bringt Opus 4.8 raus TechCrunch — Anthropic raises $65B Bloomberg — Anthropic to close $30B round Anthropic — Introducing Claude Opus 4.8 TechCrunch — Opus 4.8 with dynamic workflow tool SiliconAngle — Anthropic launches Opus 4.8, raises $65B 21:33 Doch keine Jobapokalypse laut Sam Altman, Dario Amodei und Jensen Huang Time — Sam Altman walks back AI jobs apocalypse Fortune — Altman & Amodei walking back Fortune — Amodei reframes via Jevons Entrepreneur — Huang on lazy AI-layoff excuse TheStreet — Huang's blunt message 28:32 Aus Versehen 500 Millionen an Tokens im Monat ausgegeben? Tom's Hardware — Mystery company blew $500M on Claude in a month Cassie Kozyrkov — Oops, $500M on AI in one month (Medium) byteiota — How agentic loops break enterprise budgets 33:03 Vom Stunden- zu Outcome: wie verrechnet man Consulting-Arbeit? Und welche Moats gibt es noch? https://www.ft.com/content/8318a754-7b63-4f1f-8978-7691e7ed3511?syn-25a6b1a6=1 https://a16z.com/avoiding-death-on-the-yellow-brick-road/ Hintergrund / weiterführend: The SaaS CFO — SaaSpocalypse, AI Agents, Vibe Coding Forrester — SaaS as we know it is dead 45:30 Meta's AI-Strategie und die Suche nach Umsatz TIKR — Meta Q1 2026: 33% Revenue Growth, $145B AI Investment https://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-tools Medium — Meta spends like an AI leader, monetizes like an ad company The Motley Fool — Meta's AI strategy is working, but red flags Advanced Television — Meta ad revenue to hit $240bn in 2026 TNW — Meta set to overtake Google in digital ad revenue 2026 52:02 Doch keine SaaS-Apokalypse? FinancialContent — Why April 2026 marks the end of the SaaS Apocalypse https://www.cnbc.com/2026/05/29/software-stocks-wrap-best-month-since-2001-as-talk-of-saaspocalypse-.html Taskade — The SaaSpocalypse: $285B Wiped Themes ETFs — Will software stocks recover? Brocoders — The SaaS apocalypse explained 53:26 Softbank will in Frankreich 75 Milliarden investieren CNBC — SoftBank plans 75 billion euros AI investment in France Bloomberg — SoftBank to Build AI Data Centers in France With €75B TechCrunch — SoftBank up to €75B for French data centers Tom's Hardware — Softbank to spend up to $87B on French AI data centers SoftBank Press — 5GW AI data center capacity in France 55:33 Ferrari's E-Auto und die Herausforderungen der Marke Top Gear — Ferrari Luce, Maranello's first fully electric car CNBC — I was at the Ferrari Luce EV launch before the backlash TechTimes — Ferrari Luce design backlash Autoevolution — How did we get to the Luce? 59:02 Temu kassiert 200 Mio Euro EU-Strafe EU Commission Press Release Yahoo Finance — EU slapped Temu with $232M fine PPC.land — Temu €200M DSA fine Cross-Border Magazine — Temu EU Forecast Ecommerce News EU — 12.5% more European users for Temu 01:02:25 Interessante "Innovationen" aus China: Haustier-Übersetzer und Roboter-Frisöre Oddity Central — Pet translator 95% accuracy IBTimes UK — Chinese startup AI collar Dexerto — Chinese AI 95% pet translator MEXC News — AI robot barber kiosks in China RoboPhil — China AI robot barber kiosk 01:06:40 Chinas Tech-Talent soll das Land nicht verlassen Bloomberg — China limits overseas travel for AI talent at private firms TechCrunch — China is increasingly keeping its best AI talent to itself Decrypt — China imposes travel limits on AI workers at private firms Fortune Tech — China restricts AI talent 01:08:22 Buchbesprechung: Der Mann ohne Eigenschaften Wikipedia — Der Mann ohne Eigenschaften beruhmte-zitate.de — Musil Möglichkeitssinn literaturkritik.de — Reich-Ranicki über Musil ORF — Musil und der Literaturpapst