So zuhause fühlt man sich einfach nur bei der @db_bahn. #couchfeeling

Hat schon jemand getwittert, dass die Niederlage des libertären ARG gegen das sozialistische Spanien symptomatisch für den Zustand der Länder ist? Nein? Achso, das ist nur bei Deutschland so? OK.

The hard truth is: Just using the returns on his principal capital, Elon Musk could give every baby born WORLDWIDE USD 1,000 and still remain a trillionaire. Instead, he chooses to cut the USAID support so that fewer kids survive in the developing world.

I know a guy securing the best execution for me on 30 stock exchanges. The guy:

New sales tactic: Have your own people install an agentic loop (token furnace) at your clients to get to NRR above 200%

My hunch is, in a few years, we’ll understand that this isn’t (only) about companies not creating junior jobs in AI-affected occupations but also about youngsters not actively choosing any of these “doomed” professions. Older vintages are less flexible and stick to their profession.

I foresee a time when the EU will establish SEZs (Special Economic Zones) without EU tax and regulatory regimes to secure access to leading models... Oh wait. These exist already. They are called Ireland and Luxembourg.

Bad news for doomers.

Marked the fraction of DC cost that data centers in Space _might_ reduce while significantly complicating the remaining 90% of line items. Convincing proposition. [Data: EpochAI]

Google (Gemini) is poised to win the consumer market. (1) Unparalleled Distribution: 13 apps /w 1B+ users (2) Cheapest Inference: Only TPUs allow serving AI for free to 3B+ users (3) Data: No company on earth has more data (4) Team: Nobel-winning DeepMind lab allows serving AI without a subscription

French Mistral among the models most influenced by russian propaganda. 4/4 models score among the bottom quartile. moodupuu.eki.ee/benchmark/pr...

Elon Musk has built a $2T company in 25 years. Dario Amodei has managed to do the same in 5 years. One guy is being idolised -- licked up and down for giving $250M to Trump, the other one is one product release away from a no-fly list. Will U.S. capitalism ever heal again?

Not surprised Jens Spahn is appearing on attendee list of Peter Thiel's secretive "Dialog" society. www.reddit.com/r/neoliberal...

SpaceX, a slow-growing, loss-making company with less than $20B in revenue, is now worth more than Microsoft or Amazon. #financialnihilism

LinkedIn is the real MoltBook - prove me wrong. 90% soulless AI slop by people mistaking outsourcing their PR to Chatbots for great leadership. I have zero respect for this, and it makes me question how they solve other tasks of their work...

China watching the U.S. admin knee-capping its own AI industry.

SpaceX geht an die Börse, die US-Regierung spricht Exportverbote für Antropic-Modelle aus und mehrere Journalisten und Politiker sollen KI-generierte ungekennzeichnet veröffentlicht haben. Gut, dass wir @pip.net haben, um das mal alles einzuordnen. Heute bei Haken dran:

Finanznihilismus und Fußvolk (mit Pip Klöckner)

Man kann wieder Twitteraktien kaufen! Es gibt dafür allerdings ein paar Wenns und Abers - und man kauft leider auch das ganze Raketenbusiness von Elon Musk mit. Wir nehmen den Börsengang von SpaceX au...

hakendran.podigee.io

SpaceX: Elon Musks größte Abzocke aller Zeiten? | Philipp Klöckner im Podcast von DER STANDARD youtu.be/ToLcdW7BknI?...

SpaceX: Elon Musks größte Abzocke aller Zeiten? | Philipp Klöckner

Es ist der größte Börsengang aller Zeiten. Wenn der Handel mit den Aktien von SpaceX startet, wird Elon Musks Weltraum und Techkonzern über Nacht zu einem der wertvollsten Unternehmen der Welt. Musk…

youtu.be

If Anthropic really hits 11bn in Q2 sales, they are likely on a 60bn ARR path right now. That's 2x OpenAI's last run rate figures. Disclaimer: Calculation for illustrative purposes. Pure speculation based on the latest WSJ story.

Kolumne für das manager magazin: SpaceX Börsengang: Was das IPO-Prospekt über die luftige Bewertung verrät www.manager-magazin.de/unternehmen/...

Meinung: SpaceX Börsengang: Was der IPO-Prospekt über die luftige Bewertung verrät

Der SpaceX-Börsengang soll mit einer Bewertung von 1,75 Billionen US-Dollar zum größten der Geschichte werden. Eine Analyse der Unterlagen zeigt: Elon Musk ist vor allem ein Großmeister des Financial…

manager-magazin.de

When ChatGPT Image 2 came out, I was amazed by the little time it took to create complex, research-heavy slides or image requests. A month later, I am annoyed by the 90 to 120-second delay it creates in my workflow.

. 🎞️ 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗔𝗜 𝗛𝘆𝗽𝗲 𝟮𝟬𝟮𝟲: 𝗩𝗶𝗱𝗲𝗼 & 𝗦𝗹𝗶𝗱𝗲 𝗗𝗿𝗼𝗽 - Thanks to the OMR crew for the lightning-fast turnover www.youtube.com/watch?v=YNav... Slides on my Substack (free)

Any idea why Peter Thiel's Founders Fund is missing on the OpenAI Cap Table? That summer of 2025 round should be reflected. Dragoneer's stake is noted.

Former White House AI Czar @DavidSacks: "Mythos is not magic", "OpenAI's GPT-5.5-cyber can now do the same. The White House: "We cannot deploy Mythos to more than 50 companies, it's too damn dangerous."

I expect an urgent diplomatic wire from the White House warning the world about 3rd parties stealing the IP from U.S. model providers...

Anthropic will be the first company with a 200% NRR in its Enterprise business. (or the top segment of it)

Ready to short banks and consulting on Monday?

REUTERS: “SpaceX estimates that its total addressable market […] could be as much as $28.5 trillion. […] The S-1 regulatory filing, […] shows that SpaceX expects more than 90% of that market – or $26.5 trillion – could stem from the AI sector.”

KI ist seit den 60er Jahren schlauer als Frank Thelen. Jetzt schlägt sie ihn auch im Ping-Pong.

"Woke" Anthropic model used by the high-income elites, while Meta, Google, Grok are the tools of the (non) working class?