[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"\u002Fpodcast\u002Fnews-ai-23-26-antrophic-bewertung-opus-4-8-nvidia-chips-papst-ai":3},{"podcast":4,"pickOfTheDayCount":83,"speakerCount":84,"relatedPodcasts":85,"transcript":86},{"id":5,"published_on":6,"type":7,"number":8,"title":9,"slug":10,"description":11,"transcript":12,"audio_url":13,"apple_url":12,"google_url":12,"spotify_url":12,"youtube_url":14,"cover_image":15,"banner_image":12,"speakers":27,"members":28,"picks_of_the_day":79,"tags":80,"tagsPrepared":81,"speakersPrepared":82},"a1ffb18c-f4fc-4f79-ad08-6fbf73da95d3","2026-06-04T04:00:00.000Z","news","AI 23\u002F26","Antrophic Bewertung \u002F\u002F Opus 4.8 \u002F\u002F NVIDIA Chips \u002F\u002F Papst & AI","news-ai-23-26-antrophic-bewertung-opus-4-8-nvidia-chips-papst-ai","\u003Cp>In den neuen AI News begrüßen euch Dennis, Fabi und Philipp zu einer vollgepackten Folge über die Machtverschiebung im KI-Sektor. Wir werfen einen Blick auf Anthropic, die mit einer \u003Ca href=\"https:\u002F\u002Fwww.anthropic.com\u002Fnews\u002Fseries-h\">astronomischen Bewertung\u003C\u002Fa> und beeindruckenden Wachstumszahlen gerade an der Thronfolge von OpenAI rütteln. Warum das Unternehmen besonders bei Enterprise-Kund:innen wie PwC oder KPMG punktet und was das für den anstehenden Börsengang bedeutet, erfahrt ihr in dieser Episode.\u003C\u002Fp>\n\u003Cp>Parallel zum wirtschaftlichen Erfolg liefert Anthropic auch technisch ab: Wir diskutieren die neuesten Updates rund um \u003Ca href=\"https:\u002F\u002Fwww.anthropic.com\u002Fnews\u002Fclaude-opus-4-8\">Claude Opus 4.8\u003C\u002Fa> und ordnen die Ergebnisse des neuen DeepSWE Benchmark ein. Dabei blicken wir kritisch auf die Aussagekraft von Benchmarks und erklären, warum der „Thinking Mode” und die effiziente Nutzung von Output-Tokens in der Entwicklung immer wichtiger werden. Ob GPT-5.5 oder Claude 4.8 – am Ende entscheiden oft die Nuancen im Workflow, welches Modell für euch die Nase vorn hat.\u003C\u002Fp>\n\u003Cp>Hardware-Gigant NVIDIA hat auf der \u003Ca href=\"https:\u002F\u002Fwww.nvidia.com\u002Fen-tw\u002Fgtc\u002Ftaipei\u002Fcomputex\u002F\">Computex\u003C\u002Fa> in Taipeh ebenfalls die Muskeln spielen lassen. Mit Cosmo 3 präsentieren sie ein beeindruckendes World-Modell für die Robotik, während die neue N1X-Plattform einen direkten Angriff auf Apples M-Serie im Consumer-Bereich darstellt. Lokale LLMs auf ARM-basierter Hardware mit Blackwell-GPUs klingen nach einer spannenden Zukunft für alle, die ihre Modelle lieber auf dem eigenen Schreibtisch statt in der Cloud rechnen lassen.\u003C\u002Fp>\n\u003Cp>Auch das Thema \u003Ca href=\"https:\u002F\u002Ftechcrunch.com\u002F2026\u002F05\u002F15\u002Fopenai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts\u002F\">Personal Finance\u003C\u002Fa> erreicht eine neue Stufe: In den USA können ChatGPT-Pro-Nutzer:innen ihre Bankkonten nun direkt über den Dienstleister Plaid verknüpfen. Wir besprechen, ob die Analyse eurer Finanzhistorie durch eine KI den klassischen Finanzplaner ersetzen kann und warum das Interface „natürliche Sprache” für die Budgetplanung vielleicht sogar besser geeignet ist als starre Banking-Apps – sofern man das nötige Vertrauen in den Datenschutz mitbringt.\u003C\u002Fp>\n\u003Cp>Zum Abschluss wird es philosophisch und ethisch, denn der Vatikan mischt sich in die KI-Debatte ein. Papst Franziskus hat mit \u003Ca href=\"https:\u002F\u002Fwww.theguardian.com\u002Fworld\u002F2026\u002Fmay\u002F25\u002Fpope-leo-encyclical-ai-artificial-intelligence-slavery\">„Magnifica Humanitas” eine Enzyklika\u003C\u002Fa> veröffentlicht, die sich explizit mit den Gefahren von Machtkonzentration und autonomen Waffensystemen befasst. Dass dabei ein Mitgründer von Anthropic mit auf der Bühne stand, unterstreicht die Relevanz des Themas.\u003C\u002Fp>",null,"https:\u002F\u002Fwww.buzzsprout.com\u002F176239\u002Fepisodes\u002F19282070-news-ai-23-26-antrophic-bewertung-opus-4-8-nvidia-chips-papst-ai.mp3","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=MHmq28VQ750",{"id":16,"title":17,"description":12,"tags":12,"location":12,"filename_disk":18,"filename_download":19,"metadata":20,"type":21,"filesize":22,"modified_by":12,"modified_on":23,"embed":12,"uploaded_by":24,"uploaded_on":25,"folder":12,"width":26,"height":26,"charset":12,"duration":12},"3af65050-8492-4c07-a776-a1a1d902b8ac","AI News 26 Lotum","3af65050-8492-4c07-a776-a1a1d902b8ac.jpg","AI News 26 Lotum.jpg",{},"image\u002Fjpeg","1582877","2026-06-02T15:45:42.403Z","7d52cb41-56d8-499c-b7a2-46c2e0d8f405","2026-06-02T15:45:42.400Z",1500,[],[29,45,61],{"member":30},{"id":31,"first_name":32,"last_name":33,"occupation":34,"description":35,"normal_image":36},"958f6624-c721-4ff9-8a97-69148f540945","Dennis","Becker","\u002F\u002F Podcast-Host","\u003Cp>Dennis ist Head of Development bei Lotum und kümmert sich liebevoll um die Entwickler:innen und deren Weiterentwicklung. \u003Cbr>In den Podcastfolgen übernimmt Dennis gerne die Moderation. Beim täglichen Tischtennis ist er immer am Start und seit wenigen Jahren passionierter Kitesurfer. Mittlerweile ist er auch Vibe Coder mit Leidenschaft und überzeugt, dass seine Kolleg:innen AI unterschätzen. \u003C\u002Fp>",{"id":37,"title":38,"description":12,"tags":12,"location":12,"filename_disk":39,"filename_download":40,"metadata":12,"type":21,"filesize":41,"modified_by":12,"modified_on":42,"embed":12,"uploaded_by":12,"uploaded_on":43,"folder":12,"width":44,"height":44,"charset":12,"duration":12},"7a9fd72e-16b1-4283-8c1f-348a3e7986f9","Dennis Becker","7a9fd72e-16b1-4283-8c1f-348a3e7986f9.jpg","dennis_becker_normal_01e352e682.jpg","45729","2022-01-16T14:26:35.196Z","2021-12-30T14:16:28.647Z",1024,{"member":46},{"id":47,"first_name":48,"last_name":49,"occupation":34,"description":50,"normal_image":51},"ff2b7fcd-803f-4bcb-88d4-4f36636c7d6a","Fabi","Fink","\u003Cp>Es ist eher dem Zufall zuzuschreiben, dass Fabi zum Full Stack Developer wurde. Mit Anfängen als Product Owner und Software-Architekt, hatte er zwischenzeitig seine Passion als Coding Wizard gefunden. Heute fungiert er als Product Manager bei Lotum.\u003Cbr>Als Frontsänger mehrerer Bandprojekte fehlt Fabi manchmal die große Bühne im Alltag. Das ist vor allem dann spürbar, wenn er im Podcast auch mal ungefragt seinen Expertisen-Senf dazugibt. Im Gegenzug ist er der Einzige in der Runde, der den Pick of the Day wirklich ernst nimmt.\u003C\u002Fp>",{"id":52,"title":53,"description":12,"tags":12,"location":12,"filename_disk":54,"filename_download":55,"metadata":56,"type":21,"filesize":57,"modified_by":12,"modified_on":58,"embed":12,"uploaded_by":59,"uploaded_on":60,"folder":12,"width":44,"height":44,"charset":12,"duration":12},"56cc12dd-4672-4db0-850f-7ad37b68ca86","Fabi CD","56cc12dd-4672-4db0-850f-7ad37b68ca86.jpg","Fabi_CD.jpg",{},"583732","2024-07-29T11:46:00.241Z","e97179d2-51b3-4deb-828f-9524091441f5","2024-07-29T11:46:00.135Z",{"member":62},{"id":63,"first_name":64,"last_name":65,"occupation":66,"description":67,"normal_image":68},"62c42a42-97d3-4ddc-8532-1f92db0893fb","Philipp","Schmid","Senior AI Developer Relations Engineer bei Google DeepMind","\u003Cp>Philipp Schmid ist Senior AI Developer Relations Engineer bei Google DeepMind und arbeitet an Gemini und Gemma. Er hat es sich zur Mission gemacht, Entwickler:innen dabei zu unterstützen künstliche Intelligenz verantwortungsvoll einzusetzen.\u003C\u002Fp>\n\u003Cp>Zuvor war er Technical Lead und Machine Learning Engineer bei Hugging Face, einer Firma, die gutes Machine Learning durch Open Source und Open Science demokratisieren möchte. Der junge Nürnberger und AWS Machine Learning Hero hat sozusagen die deutsche Variante von ChatGPT entwickelt und darüber \u003Ca href=\"https:\u002F\u002Fwww.philschmid.de\u002Fintroducing-igel\" target=\"_blank\" rel=\"noopener\">auf seinem Blog\u003C\u002Fa> geschrieben. Checkt sie im \u003Ca href=\"https:\u002F\u002Fhuggingface.co\u002Fspaces\u002Fphilschmid\u002Figel-playground\">Playground\u003C\u002Fa> aus!\u003C\u002Fp>",{"id":69,"title":70,"description":12,"tags":12,"location":12,"filename_disk":71,"filename_download":72,"metadata":73,"type":74,"filesize":75,"modified_by":12,"modified_on":76,"embed":12,"uploaded_by":59,"uploaded_on":77,"folder":12,"width":78,"height":78,"charset":12,"duration":12},"8f9a35f2-0a36-4106-b91f-24aff468cba9","Philipp Schmid Profile","8f9a35f2-0a36-4106-b91f-24aff468cba9.png","Philipp_Schmid_profile.png",{},"image\u002Fpng","1995479","2023-04-14T13:49:23.764Z","2023-04-14T13:49:23.426Z",2048,[],[],[],[],482,204,[],{"id":87,"service":88,"supported_features":89,"speakers":92,"raw_response":99},"1a0e5a57-f396-4ef4-8867-ae15586a6a43","deepgram",[90,91],"timestamps","diarization",[93,95,97],{"identifier":94,"name":32},"0",{"identifier":96,"name":48},"1",{"identifier":98,"name":64},"2",{"metadata":100,"results":114},{"transaction_key":101,"request_id":102,"sha256":103,"created":104,"duration":105,"channels":106,"models":107,"model_info":109},"deprecated","019e892b-a928-7fd3-a48d-4f30a5d97bfb","5a07814fda6bf931b735fd1b796e3a588fe7b7eb2a49e76598795b438b35276f","2026-06-02T16:30:05.501Z",2908.2146,1,[108],"91f8eabe-2126-4ed4-9e56-d480032309b3",{"91f8eabe-2126-4ed4-9e56-d480032309b3":110},{"name":111,"version":112,"arch":113},"2-general-nova","2024-05-09.3071","nova-2",{"channels":115,"utterances":26298},[116],{"alternatives":117},[118],{"transcript":119,"confidence":120,"words":121,"paragraphs":24792},"Hallo und herzlich willkommen zu den AI News 23. Wir reden heute über ein paar Neuigkeiten von Nvidia, was die gerade gemacht haben. Lord hat 'n kleines Update gemacht mit 4 Punkt 8 und gleichzeitig die Company dahinter, eine, ist jetzt die wertvollste AI Company, darüber reden wir ein bisschen. Personal Finance mit ChatGPT ist ein Thema. Wenn wir dazu kommen, reden wir noch, was der Papst und AI miteinander zu tun haben und wir können auch noch mal 'n Ausflug unternehmen über son bisschen Streitigkeiten da draußen zwischen Entwickler*innen, die AI gar nicht gut finden und sie praktisch aus ihren Open Source Projekten ausschließen und Leuten, die das wiederum die Art, wie das passiert, auch nicht feiern. Bisschen die Diskussionen, die wir parallel mitbekommen haben, können wir auch gerne noch mal drüber sprechen. Ich bin Dennis und zugeschaltet sind der Fabi Fink. Hallo und der? Hallo. Gut, wer möchte beginnen? Ja komm, fangen wir noch mal an mit dem jetzt schon mal gesagt, Entropic wertvollstes Unternehmen oder so. Ich mein Ja. Das ist eine Zahl bei der, glaub ich, wenn man's irgendwie mal irgendwann mal, echt mal innehalten muss. Also Entropic ist jetzt nach ihrer neuen Finanzierungsrunde mit 965000000000 Dollar bewertet und jedenfalls vor knapp 2 Wochen ihre Finanzierungsrunde abgeschlossen. 30000000000 Dollar haben sie eingesammelt und haben damit OpenAI erstmals überholt, die zuletzt mit 852000000000 bewertet wurden. Und ich mein, das ist eine an sich schon mal echt krass, aber in welcher Dimension wir uns da mittlerweile bewegen, aber ich meine, das Verrückte daran ist ja auch, was man damit bekommt, son bisschen das Wachstum von Entropic, ne. Also wenn man sich das erste Quartal 2026 anschaut, dann sind sie Faktor 80 gestiegen, also nicht 80 Prozent, sondern 80 mal so viel an Runrate, so was sie eben an Kohle raushauen, vergrößert. Und das ist aktuell liegen sie bei 47000000000 Dollar. Sie haben aber auch gleichzeitig, und das ist ja interessante ihr erstes profitables Quartal mit 559000000 Dollar operativen Gewinn. Ich mein, wir hatten's häufiger mal schon, als wir uns über OpenAI und ihre Prognose unterhalten haben, da stand ja mal das Jahr 2030 im Raum, obwohl es, glaub ich, zuletzt von OpenAI als das profitable Quartal auch schon wieder korrigiert wurde. Aber das war so zu den ersten großen Finanzierungsrunden, was wir immer mal hatten. Und es ist natürlich schon sehr, sehr beeindruckend, was Antropic da in der Zeit hingelegt hat. Ich mein, dazu haben wir auch uns in dem letzten an der letzten News drüber unterhalten, dass auch Andre Capathie, der mal Mitgründer von Open AI war, bei Tesla war, häufiger hier zitiert wurde, auch zu Entropic gewechselt ist. Und dass auf jeden Fall die Vorzeichen ziemlich gut stehen für En tropic, weil ich mein auch in unserem Vorausblick für das Jahr haben wir uns da 'n bisschen drüber unterhalten, worum wird's dieses Jahr son bisschen gehen im Zuge von AI und ein Part, den wir prognostiziert haben, war ja auch der Part mit, dass es sehr viel Businesskunden gehen wird und auch das ist der Part, den man in dieser ganzen Finanzierungsrunde son bisschen mitbekommen hat so, wo man sich die Frage stellen kann, wo liegt OpenAir mit dem Enterprise Business? Weil die Big Four, PwC, KPMG, Goldman Sachs, Gates Foundation irgendwie alle bei En tropic und so, wer ist eigentlich bei Open Air Air Enterprise so außer Microsoft vielleicht? Also auf jeden Fall echt einiges in Sprünge gemacht und schon verrückt, wo Antropic mittlerweile gelandet ist. Und ich mein, man wird auch später 'n bisschen merken, ne, falls wir noch zu dem Punkt kommen mit dem Papst, der auch über KI redet, auf der Bühne mit dem Papst war ein Mitgründer von von En Tropic und eben nicht 1 der anderen Firmen. Also es ist schon beachtlich, wo sie jetzt mittlerweile gelandet sind, jetzt einfach das wertvollste Unternehmen, AI Unternehmen der Welt sind. Und ich mein auch in dem Rennen rund IPOs, so, ne, ist das nur am Rande, stehen's ja auch gefühlt alle davor. SpaceX soll jetzt irgendwie in 2 Wochen den IPO machen, wozu ja dann XAI son bisschen mitgehört. Das ist kein reiner AI IPO, aber Open AI und Entropebing 2 Wochen später Cursor. Siehst Du mal, das hatt ich keinen Bock. Nein, ja, das war das, was, wenn Ach so. SpaceX oder XAI public geht, dann wollen die die Kaufoption nach 2 Wochen für 30000000000 bei Cursor ziehen. Siehst Du mal. Ja, aber da ist ja, zumindest En Tropic als auch OpenAI sind ja auch dabei, daran zu arbeiten im IPO. Ich mein, En Tropic hat's son bisschen relativiert. Sie haben's ja irgendwie so kurz davor, es irgendwie einzureichen, haben sie gesagt Wahnsinn. Weil das SEC Gestern Genau, aber sie haben's eingereicht, ne, aber zum SEC, aber sie haben in ihrer Normalerweise, wenn man das einreicht beim SEC, dann ist eigentlich da so das, was die großen Firmen dann son bisschen in ihrem Sprech machen, ist, sobald SEC durch ist, kommt dann zeitnah der IPO und Entropic hat schon eher, sobald das SEC durch ist, haben Sie die Option, eine IPO zu feilen. Also son bisschen so, Sie behalten sich, glaub ich, 'n bisschen vor, den Zeitpunkt davon zu definieren, weil natürlich 'n bisschen die Frage ist, okay, was ist da der richtige Zeitpunkt? Wie ist da grade das Momentum? Und es sein kann, dass es auch bei ihnen noch 'n bisschen dauert. Also so der der Sprech lässt son bisschen sich die Frage stellen, auch wenn sie's gefeilt haben und SEC, dann sagt sie dürfen. Ob das dann wirklich auch zeitnah passiert, ist noch die andere Frage, aber aber dieses Jahr ist schon mehr als wahrscheinlich. Du als alter Bankangestellter noch mal so die Basics davon. Wenn wir jetzt von diesen Bewertungen sprechen, die Sie jetzt haben, die basieren darauf, irgendwie es wird Geld investiert, da kriegt man x Prozent der Company für. Das gibt dann diesen Gesamtwert, der da rauskommt. Wenn jetzt an die Börse gegangen wird, wie definiert sich dann der Marktpreis? Also wie definieren die, wie viel sie auf den Markt tun und zu welchem Preis das denn ist? Na gut, im Endeffekt ist die Bewertung des Unternehmens, das leitet sich ja dann auch genau da daraus ab son bisschen, ne. Ich mein, die werden nicht den kompletten Anteil auf den Markt werfen. Wir hatten's ja auch schon mal so, als es darum ging, dass keine Ahnung bei Open Air Island so was ja, also wie kriegen denn eigentlich diese Investoren, die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können? Das die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können? Es gibt eigentlich genau nur 2 Wege. Das eine ist der IPO, das ist eben public wird und dann können sie nämlich ihre Anteile verkaufen, die sie bisher nur investiert haben. Also im Grunde genommen haben die Investoren sowie auch die Mitarbeiter von den Tropic, die mit Anteilen sozusagen vergütet werden zum Teil, 2 Möglichkeiten daraus Geld zu machen. Das eine ist IPO, das andere ist, dass die Firma verkauft wird, so. Und das ist jetzt sozusagen der IPO Weg. Und ich kann's ja am Ende auch nicht genau sagen, wie sich jetzt der Share Preis da genau ergibt. Aber im Grunde genommen ist es, wie viel Prozent der Firma dann da sozusagen werden und was die Bewertung der Firma ist. Aber so genau bin ich nicht drin. Ist der, wo der der Price errechnet aus 'ner Zusammenarbeit zwischen dem SEC und Banken. Und es geht Benchmarks, Roadshow, also halt alle Zahlen mehr oder weniger und das Interesse und wie aufm privaten Markt bisher gekauft wurde. Aber dann kann halt natürlich auch sein, wenn das public geht, dass keiner kauft und der Preis dann halt droppt. Also die können vielleicht mit 1 Trillion starten, aber wenn dann warum auch immer kein Interesse plötzlich mehr da ist, was aktuell da ist, das auch ganz schnell auf 600000000000 oder so was dann runtergehen. Genau, und je nachdem, was auch die Leute investiert haben, ein besseres oder schlechteres Geschäft an dieser Stelle. Genau. Ich find's auf jeden Fall interessant. Ich bin gespannt, ob Sie wirklich bis Ende des Jahres warten. Weil ich ich weiß nicht, ich, für mich ist es son bisschen hart zu verstehen, okay, wir haben halt den riesen, das Riesenwachstum, also Sie haben ja gesagt 47000000000 Revenue. Was bedeutet, wenn Sie das aktuell, die aktuellen Verträge oder den aktuellen User halten, haben Sie am Ende vom Jahr bei nicht Nichtwachstum 47000000000 gemacht. Und ich bin son bisschen skeptisch, weil alles, was ich jetzt in letzter Zeit son bisschen sehe, ist, dass Leute langsam verstehen, hey, wir haben relativ hohe AI Costspending und eventuell den Outcome, den wir da bekommen, ist nicht so groß. Also ich hab jetzt gelesen, dass Microsoft angefangen hat, ihre Cloud Code Lizenzen zu zurückzufahren, weil's hier in diesem Enterprise Plan sind, wo Du direkt für Tokens bezahlst und das andere Unternehmen, ich glaub Uber und wer war's noch? War es auch mit dabei, so, hey, Sie haben ihr ganzes Budget eigentlich schon fast aufgebraucht und wir haben halt jetzt irgendwie Juni. Klar ist es wieder 'n bisschen unterschiedlich zu den 200 Dollar pro Monat, weil da bist Du ja fix, aber bei den ganzen Enterprises, da gehen ja die die Preise durch die Decke. Und da frag ich mich halt, okay, werden die das alles so weitermachen oder wird da halt auch irgendwann bei den Unternehmen kommen, hey, nee, wir können das nicht weiter bezahlen? Und dann hast Du entweder halt eine Stagnation oder vielleicht sogar 'n Revenue Rückgang und falle mich mein OpenAI oder auch Google, wir werden ja auch weiterarbeiten. Das heißt, vielleicht sehen wir im Hefte 2 wieder 'n bisschen mehr. Am Ende ist es ja eine Beschriftlichkeitsrechnung, ne. Ich mein, die meisten können das mit Sicherheit nicht so beziffern. Die können nicht sagen, AI bringt das jetzt genau x Prozent irgendwie Produktivität. Das ist nur 'n bisschen oder den meisten wahrscheinlich schwierig messbar, aber am Ende ist natürlich die Abwägung zwischen, was kannst Du damit machen mit dem Geld, was Du investierst in das Tool und was kommt hinten raus? Und ich glaube, das hatte ich halt auch in in vorherigen Folgen schon gesagt so, ich kann mir nicht vorstellen, dass die Preise exorbitant steigen, dass ne alle irgendwie so tokenbasiert dann pro Mitarbeiter 5000 Dollar oder so was im Monat zahlen, wo dann schon wieder die Abwägung ist, ne, stellt man jemanden irgendwo Offshore ein, Ja. Der die Arbeit dann auch so machen kann so. Ich glaube, dafür ist die Konkurrenz hoch, dafür sind die lokalen Modelle irgendwann auch zu gut, ne, wo man das dann auch irgendwie mit abfedern kann. Von daher wird sich das, glaube ich, schon auf 'nem Preis irgendwie zurückkommen, der, ja, der ist. Wo ich auch krass finde, wenn Du jetzt sagst, Fabi, ne, dass Anthropic jetzt schwarze Zahlen geschrieben hat, weil wenn Du eigentlich ja hörst auch viel, ne, dass halt das so super subventioniert ist und ne, dass überhaupt kein totaler Missmatch ist zwischen so token User, über das Thema, was da ist, dann hätte ich antizipiert, okay, damit kann man keine schwarzen Zahlen schreiben. Ah, ich ich wär da vorsichtig, weil wir wissen nicht, welche Ausgaben Sie in diesem Quartal hatten. Vielleicht hatten Sie Ihren ganzes Compute Investment bei Amazon, Google, wie auch immer den Großteil bezahlt letztes Jahr und der nächste große Junk kommt dann erst wieder nächstes Quartal. Du weißt ja nicht, wie das dann abläuft und was wirklich Ihre Ausgaben aufs ganze Jahres sind oder Also wie Sie haben das, was Sie die, von der Sie sprechen, wahrscheinlich bei Ende Juni so bei 50000000000 liegen und ab aktuell sind Sie beim Averge Requioning Revenue, also 5000000000 drunter, so 44 bis 45000000000 so. Das heißt, sie sind aktuell noch eher aufs Jahr gesehen im Minus, aber es war jetzt nun mal das erste Jahr, aber Philipp hat natürlich recht, ne, wie wie rechnen sie's jetzt grade sozusagen? Und kannst Du das natürlich, ich mein, macht natürlich auch für eine gute Story zu sagen, sie haben das erste Quartal, wo sie schwarze Zahlen geschrieben haben und so, ne. Also das kann man schon auch vorstellen, dass da son bisschen rumgerechnet wird, sodass es dann halt Ich mein, wir reden hier von, es sind natürlich viel Geld, ne, 560000000, aber wir unterhalten uns grade über 'n Unternehmen, was irgendwie mit knapp fast bald bei 1 Trillion irgendwie bewertet ist, so. So, von daher, also 1 Billion soll jetzt wieder verwechselt mit den amerikanischen Zahlen. Ich denke auch, also es ist wahrscheinlich auch alles ein einen Marktdingthema an der Stelle, aber ich war auch eher überrascht, wie nahi da irgendwie wie nahi da irgendwie dran sind, so. Ja. Aber da gab's auch letztens letzte Woche, ich hab nicht nicht mehr als die Headline geredet, irgend eine AR Company hat ihre Budget Limits nicht richtig eingestellt und hat 500000000 in Tokens verbrannt. Das ist das dann dann vielleicht. Das sind ja genau die Bayern Topic. Ja, ich glaub. Sie haben auf jeden Fall auch Ihre 1000000 plus, also 1000000 pro Jahr und mehr Customers verdoppelt von 500 auf 1000, also 1000 und mehr Unternehmen, die mehr als 1000000 pro Jahr bei ihnen ausgeben für Lizenzen und so weiter. Auch ganz interessant, ne. Also, weil ich hier grad vorhin meinte, in der PwC, KPMG und so. Also KPMG hat 276000 Seeds bei Enshaopics so. Das ist halt schon auch eine Hausnummer, in der Bindung halt, ja, da merkt man auch, warum warum dieses Interesse bei den Enterprises oder an dem Enterprise Geschäft so groß ist. Sind schon große Hausnummern. Jetzt aber wie Philipp auch richtig sagt, so, im Moment würde ich noch nicht darauf sicher wetten, ne, also dafür ist das Rennen irgendwie nicht entschieden und wenn halt alles ein anderes Tool ist, was es noch mal besser kann. Ich finde auch, sie stehen von allem, was man hört so und mitbekommt und sich anfühlt gut da, aber ja, 100 Prozent drauf wetten. Ich weiß nicht, ich finde, es geht fast zu schnell. Also das Wachstum ist fast zu schnell, dass es so weitergehen kann und weiter funktionieren kann. Und ich mein, den Vergleichswert, den wir hatten mit Open Air, mit ihrem Plan, das das, also da passt ja ein Tropics aktuelles Wachstum überhaupt gar nicht rein. Ich glaub, die waren irgendwie bei 100000000000, bei 2028 oder irgendwie so was. Deswegen bleib bleib gespannt. Schließen wir doch grad noch an, was Intropic auch noch gemacht hat in den letzten 2 Wochen, nämlich Claude 4 Punkt 8 rausgebracht. Glaube, brauchen wir gar nicht so viel Zeit drauf verbringen. Am Ende im eigenen Blogposts sagen sie so, hey, es ist 'n moderates Update. Sie glauben, dass die Leute, die es nutzen, einen gewissen Benefit dort merken werden. Sie haben 'n bisschen mit den sozusagen wieder 'n bisschen rumgespielt und die umbenannt, also ob's da jetzt Macs und XMac und extra und es gibt auch dieses dieses lustige, wie heißt das, dieses Code. Gibt aber sone Codevariante. Und ja, insgesamt haben sie gleichzeitig in den Abos die Limits 'n bisschen erhöht, da in den vergleichbaren Thinking Models es eben 'n bisschen teurer auch geworden ist in der Nutzung. Ja, bei uns Kristallisierungen habe ich so das Gefühl, es gibt son bisschen 2 Lager aktuell. Es gibt die einen, die Kodex irgendwie ganz cool finden und die anderen, die die die Cloud Modelle ganz gut finden und natürlich zieht irgendwie jeder den Benchmark raus, der grade dafür dafür optimiert ist. Ja, gab's intern auch noch mal so, dass jetzt irgendwie ein neuer Benchmark, der relativ viel Aufmerksamkeit bekommen hat, weil er einfach so sagt, okay, das war nicht in dem Trainingset der Modelle drin und von daher sag ich son bisschen realeres Bild. Der Dieb ist so ein bisschen. So dieser neuen Genau. Band Pro Vergleich. Ja. Ja, da da da wär ich supervorsichtig. Also ich hab auch Das ja nur, weil German 1 unten ist. Nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee halt alle Modelle mehr oder weniger 'n bisschen getestet hat. Sind irgendwie 110 verschiedene Aufgaben, mehr orientiert bedeutet, beim s wie b bench pro hatte man relativ lange Prompts und man weiß einfach von der Nutzung, dass Menschen superfow sind, was Prompt angeht und halt eher kürzere Texte haben. Und dann haben sie diesen neuen Benchmark gemacht. Das große, wo ich sehr vorsichtig bin, ich hab das auch geteilt, dass jeder jedes Modell nutzt den gleichen Harness, also die gleichen Tools. Und es gibt nur ein Tool. Also jedes Modell hat nur 'n Bash Tool und jedes Modell hat 'n den gleiche System instructions und die System instructions sind relativ beschreibend. Also da steht genau drin, was der oder das Modell machen soll für das Problem zu lesen mit 'nem schönen Step by Step Instruktions für den Workflow. Das heißt, das ist sehr, sehr optimiert für für den Use Case. Und wir wissen ja von wie Codex funktioniert, dass OpenAI sehr stark auf setzt. Also Codex an sich hat ja nur 2 Tools in der der Base Ausführung. Das eine ist und das andere ist und ist wie sone Art, das man files editieren kann. Das heißt, Codex an sich hat gar kein Tool, Tool, search Tool und Cloud Code hat halt diese Tools. Das heißt, das Post Training von beiden ist auch 'n bisschen unterschiedlich. Und jetzt hast Du halt einen Benchmark, der superstark auf setzt. Natürlich ist Opus auch, ist 'n Zweiter jetzt mit 4 Punkt 8, aber da wär ich 'n bisschen vorsichtig, was das Ganze angeht. Ja. Und nee, hat sich auch 'n bisschen mehr dem an, was wir die letzten Wochen auch immer schon gesagt haben, ne. Also es ist irgendwie ganz nett, diese Benchmarks zu haben und 'n bisschen dann zu gucken. Wie massiv der Unterschied jetzt ist, hängt mit Sicherheit einfach an, wie man selbst mit den Tools umgeht, in welche Umgebung man sie benutzt und natürlich auch welche Aufgaben man grade hat. Das heißt, danach muss man's einfach 'n bisschen richten. Was ich auf jeden Fall interessant find, ich find's zu meinen super, dass die Leute diese Benchmarks machen und diese veröffentlichen, dass Du das selber reinschauen kannst, davon lernen kannst. Und dass es nicht nur son Benchmark ist, also die haben halt wirklich die verschiedenen Thinking Levels ausprobiert und sie teilen auch die Kosten und die Output Tokens. Und vielleicht ist es, man kann sich davon ableiten, was man möchte. Man kann auch die Traces anschauen, aber GPT 5 Punkt 5 hat im Durchschnitt 47000 oder hier steht Output Tokens, das heißt 47000. Ich weiß jetzt nicht, ob für alles oder im Durchschnitt pro Task und Opus hat 136000 Tokens. Und wenn ich ein Tool hab, bedeutet das eigentlich halt, okay, Opus hat sich schwerer getan, das Problem zu lösen und Gründe dafür können halt x sein. Das ist entweder nicht gut genug oder hat halt nicht die perfekten Tools, die er's am liebsten nutzen würde. Deswegen immer 'n bisschen vorsichtig, aber spiegelt son bisschen das wider, was so die eine Twitter Bubble oder EML sagt, dass das halt BTC besser ist und die andere sagen halt das andere. Ja. Genau, aber ich glaube, also zumindest an unserer Erfahrung, die beiden kann man auf jeden Fall im Moment gut nutzen und bei Gemini warten wir auf die Nicht Flash Version, die spielt denn da auch wieder mit. Ja, bleibt spannend. Ich muss sehr ehrlich sagen, ich hab am Wochenende Composer 2 Punkt 5 von Cursor genutzt und ich bin sehr beeindruckt. Also für das, was es kann zum Preis, was man bekommt. Also ich hab noch immer noch die 20 Dollar Subscription in Curse und da ist kriegt man irgendwie 800000000 Tokens, was extrem vieles im Verhältnis zu, was dann halt Opus wieder kann zu, sag ich mal. Ja, absolut. Das stimmt. Da ist auch ein Kollege, der hat Nicer bei User ist. Echt? Ja, der Julian. Genau. Juli, Nvidia. Ja. Da ist zumindest der Aktienkurs hochgegangen, hab ich gesehen. Okay, das hab ich gesehen. Nach den Announcen, in Folge reinschauen. Gut, dass es selbst. Nach den Announcen, das heißt, irgendwie hat es gefallen, was sie was sie Genau, aktuell ist in Taipeh die GTC beziehungsweise Basic Computex. Ich weiß nicht ganz genau, welches welches ist, weil die irgendwie zur selben Zeit sind und je nachdem, wo man liest, heißt das, die haben es auf der GTC angekündigt und auf der Computerx angekündigt, aber ist halt die, sag ich mal, eine der großen Nvidia Konferenzen in Taipei. Und es gibt Siddle lässt Neues, also bestimmt mehr, was wir jetzt irgendwie heute besprechen, aber die 2 großen Themen, die ich mitgebracht hab, sind zum einen Cosmo 3. Wir hatten ja an der io Omni als erstes any to any omnimodale Modell, was Video generieren kann. Und NVIDIA hat jetzt COSMO 3 vorgestellt und released, was auch ein Omnimodal World Modell ist und ist eine, Sie beschreiben's als mit 'nem Generator, also son bisschen wie sehr einfach gesagt wie die letzten Imagegenerierungsmodelle oder Videogeneriermodelle. Und es gibt 2 Varianten. Es gibt eine Nano Variante mit 16000000000 Parameter und man hat 'n 8000000000 und 'n 8000000000 Generator. Und es gibt eine Supervariante mit 64000000000 Parameter, da hat man 32000000000 Parameter und 32000000000 Parametergenerator. Es gibt dieses omnimodale Basemodell, sag ich mal, und Sie haben zusätzlich Varianten für, lass mich nachschauen, alles zu Video und Text to Image. Also so ähnlich wie bei Omni, wo ich halt alles reingeben kann und 'n Video raus kann oder halt 'n Bild generieren kann. Und es ist auch Platz 1 auf dem Image to Video Leaderboard von Artificial Analysis bei den Modellen. Und sie haben sehr, sehr beeindruckende Videos und Demos gezeigt, wie Cosmo 3, komplett autonom in 'nem Roboter Dinge komplett selbstständig machen kann. Also Du hast dieses omnimodale Modell, was halt Bilder, Audio, alles Mögliche bekommt und dann daraus generieren diese Aktionen für den Roboter ableitet, was schon extrem beeindruckend ist, weil 64000000000 Parameter ist groß genug, dass sich das auf 'ner kleinen Hardware auch laufen lassen kann. Und da kommen wir genau zum zweiten Punkt. Sie haben neue Hardware vorgestellt und zwar die n-eins-x-Plattform. Und n-eins-x ist son bisschen NVIDias Angriff auf die Apple-M-Serie, weil das 'n arm basierender Consumer Consumer Hardware und es ist 'n 20 Core CPU arm basierend und man hat Blackvelt Class GPUs für die Modelle. Es gibt verschiedene Varianten mit, die kleinste ist, was ich gefunden hab, ist 32 Gigabyte Unified Memory und da gibt's auch eine 128 Gigabyte Unified Memory und es sollen noch größere kommen, Die der CPUU ist von Media Tech, kenn ich jetzt nicht genau, aber mit Media Tech zusammen codeesignt. Nvidia stellt halt den CPU und es wird produziert von Asus HP, Lenovo, Microsoft, Dell und MSI und soll im Herbst 20 26 beziehungsweise August, September zur Verfügung stehen zum Bestellen. Das heißt wirklich Angriff auf Macbooks Pro, sag ich mal, wie man halt AI Modelle ausführen kann. Der Preis, ich hab jetzt nichts Genaues gefunden, das ist son bisschen schwammig, aber Sie sagen irgendwas zwischen 1800 und 2200 für den des 32 Gigabyte Modell soll's losgehen. Und dann für das größere ist man zwischen drei- und 4000 Dollar. Und auf dem Größeren kann man halt wirklich LLMs ausführen, die auch, sag ich mal, Dinge machen können und 64, also dieses Cosmo 3 Super mit 64000000000 Parameter sollte sogar auf diesem Device laufen. Sie haben noch weitere, Hardware vorgestellt beziehungsweise gezeigt von diesen kleinen Sparks zu 'nem Spark Tower mit irgendwie einem Terabyte Unified Memory für wirklich eine Trillionen Parametermodelle. Das heißt, wirklich sehr interessant und viel Angriff nachher, okay, wie kann ich lokale Models mehr zugänglich machen, beziehungsweise neben MacBook Pros oder Macs halt eine Alternative bereitstellen. Ja, krass, auf jeden Fall. Stark News, wie war wie war's denn eigentlich vorher mit NVIDi? Ich hatte NVIDiDIA die ganze Zeit bei so Model Provider nicht so wirklich aufm Schirm. Sie hatten aber auch schon vor dem Omni Modell Modell, denn das ist doch nur irgendwie Ja, ja, Sie sind seit Jahren eigentlich im Bereich, ich weiß jetzt nicht, würden jetzt nicht sagen, mit vorne dabei, aber einen der großen Contributer. Also Sie haben Hunderte oder fast 1000 Modelle auf. Nemotron ist deren LLM Model Family. Da haben Sie auch 'n neues Modell, was mit Kimmy oder den anderen mithalten kann. Ich hab grad nachgeschaut, es gibt über 1000 mit 820 Modellen, 250 Datensätze. Sie haben auch jetzt für Cosmo Datensätze bereitgestellt und Code bereitgestellt, wie man diese nutzen kann. Also Sie sind schon sehr stark daran orientiert und machen dort viel. Ja, mal gespannt, inwiefern ist Sprechwirt bei der WWWW wDC und und MacBooks und neuen Varianten gut wahrscheinlich für soll. Ist gibt's Roomos, gibt's neue Macs Dennis bei der WWDC? Ich glaub nicht, ne. Nee. Ich hab nicht eher im September. Was ich halt interessant find, ist, ich kenn mich jetzt im Windows PC Bereich nicht so gut aus, aber Du hast halt jetzt diesen von NVIDIA, die CPU und GPU bereitstellen, auf ARM oder ARM basieren, was ja wirklich in direkter Konkurrenz zu der M-Serie ist. Und ich weiß jetzt nicht, wo Intel oder AMD dort stehen, aber ist auf jeden Fall halt, was Apple gemacht hat in den letzten 5 Jahren. Und man kann ja wirklich sagen, dass sie den Markt im Tech Bereich eingenommen haben komplett. Ja, stimmt, auf jeden Fall neue Player im Markt. Ja. Ja, spannend. Gucken, was vor denen auch alles kommt. Der CEO ist es, ne, der ist ja auch immer für ganz gute Zitate zu haben. Ja, ich hab auch 'n paar paar Wheide Tags gesehen, weil sie pushen halt wirklich die Narrativ von beziehungsweise Tokens sind Revenue, sind Gewinn und Du musst nur da rein investieren und Du kannst deine dein Unternehmen skalierst Du darüber, indem Du mehr Tokens ausgibst. Ich mein, am Ende macht's ja auch irgendwie Sinn. Also sie verkaufen ja irgendwie die die, wie sagt man da, die die Schaufeln zum Graben und alle und sagen, ah, jeder soll graben, dann wirst Du erfolgreich, aber bitte uns unsere Schaufel dafür. Ja. Ja. Sehr gut. Wenn's bei denen gut läuft, läuft's bei dir gut oder? Bei mir? Ja, wenn's bei den Video gut läuft, läuft's bei dir zu? Nee, nein. Nee. Aber aber zukünftig kann ich ja dann ChatGPT fragen, nicht wahr, Fabi. Ob es bei dir grade gut läuft, weil's bei NVIDIA gut läuft oder ob Du in NVIDIA investieren solltest? Ja, wahrscheinlich beides Fragen, die Du die Du ChatGPT potenziell, also auch jetzt schon fragen könntest, aber jetzt ist wahrscheinlich dein Chat GPT relativ kontextlos oder Du müsstest ihm irgendwie ein PDF oder was auch immer reingeben, 'n bisschen mehr Historie zu deiner finanziellen Situation zu bekommen. Und das Ganze soll sich jetzt ändern und zwar mit dem Produkt ChatGPT Finance. Und zwar kommen können ChatGPT Pro Nutzer in den USA ihre Bankkonten direkt mit ChatGPT verbinden. Dafür nutzen sie den Dienstleister Plate. Plate ist im Grunde genommen auch schon bei diesen ganzen Neobanken oftmals irgendwie auch mit hinten hinten dran und damit bekommt ChatGPT Oh Gott, seit wann ist das denn so schwierig ChatGPT auszusprechen? Wahrscheinlich, weil ich's so häufig nicht mehr mache, weil sie so weit ab sind und überhaupt nicht mehr mithalten können, spreche ich das gar nicht mehr aus. Ist überhaupt wirklich schwierig. Claude ist ja viel einfacher. Na ja. Auf jeden Fall Ah ja. 12000, steile These. Und Zugriff auf 12000 Finanzinstitute und grundsätzlich 'n bisschen so wie's ja auch ChatGPT Healthbar, ist es so, dass man das im Endeffekt jetzt diese ganzen Use Cases, wofür Du deine Finanzplaner hast, jetzt direkt innerhalb von einem von einem LLM hast und Du dann grundsätzlich einfach Zugriff auf deine komplette Finanzhistorie haben und Du natürlich alle möglichen Fragen stellen kannst, die Du sonst 'nem Finanzplaner stellen kannst. Und ich mein, es ist jetzt, glaub ich, erst mal, ich mein, technisch jetzt nichts superherausragendes so, ne. Das ist eher das Thema, dass man mal son bisschen diskutieren kann, genauso wie's auch bei ChatGPT Health war so. Würde man's denn überhaupt nutzen? Gerade irgendwie OpenAI, wir haben ja schon drüber diskutiert damals bei ChatGPT ChatGPT Health war's ja so, dass sie gesagt haben, das ist 'n komplett separater Bereich. Nur innerhalb von ChatGPT Health gibt's auch wirklich Zugriff darauf, aber ich meine, dass es immer mehr und mehr Kontext sind, irgendwie über dich über dich preisgibst und grade ich meine auch bei bei deinen Finanzen so, ne. Ist halt son bisschen die Frage, wenn Du halt irgendwelche Empfehlungen oder irgendwelche irgendwas auf Basis von von diesen Daten irgendwie haben willst. Ich mein, ist dasselbe wie bei Health, also auch bei den Finanzen ist ja halt relativ sensitive Daten und Du musst auf jeden Fall darauf verlassen können, dass das, was dann da irgendwie dir zusammengerechnet wird, auf jeden Fall auch richtig ist. Aber es ist trotzdem, also es ist natürlich in 'ner gewissen Form nur begrenzt, ne. Also Du kannst halt nur im Endeffekt deinen ganzen Finanzplanung darüber machen, irgendwie Informationen darüber bekommen, kannst wahrscheinlich irgendwie dir sagen, okay, was hab ich in den letzten Monaten ausgegeben? Kann ich mir bestimmte Dinge leisten? Gib mir irgendwelche, in was soll ich investieren? Wie läuft's mit meinen NVIDIA Aktien? Aber so die Use Cases, ich mein, so solange Du halt auch nicht, ich mein, oftmals bei den ganzen Finanzplaner Apps und so wird ja auch viel Upsetting dann irgendwie noch zusammen mit Versicherungen und so weiter betrieben. Also ich geh mal davon aus, dass es wahrscheinlich nicht lange dauert, bis wir dann auch Chat GPT Insurance bekommen, deine ganzen Insurance Pläne reinzumachen, dass Du auch diese Informationen dann da irgendwie mit drin hast. Aber ich denke mal, bis es bei uns 'n Thema wird, hier wird's wahrscheinlich noch eine ganze Weile lang dauern. Wir wissen, health ist schon schwierig irgendwie in der EU in der EU mit 'ner BaFin. Hier in Deutschland wird's natürlich noch mal sehr viel schwieriger, ob's überhaupt erlaubt wird, dass ChatGPT diese Zugriff diesen Zugriff hier in Deutschland auch bekommt. Aber ist natürlich die Frage so, keine Ahnung, jetzt Dennis eigentlich ist die wichtigste Frage für dich, würdest Du das anschalten? Also wenn Du schon sagst, nein, dann dann dann wird's Philipp, nickt, was würdest Du's anmachen oder was? Ja, also was ich jetzt letztens hatte, eine Überweisung machen, wo Du 'n Foto einfach nur von, also ich hab meine Steuer zurückbekommen, dann kriegst Du halt dieses diesen Steuerschreiben und hast Du unten halt die IBAN und dann alles Zeug. Und ich hab das bei meiner Banking App getestet, wo Du Fotoüberweisung machen kannst, aber das ist sehr primitiv, sag ich mal. Und ich würd definitiv machen 'n Foto, hey, bitte vorbereite die Überweisung vor, dann kann ich's kurz gegenchecken und dann auf senden. Oder wenn ich sag, hey bitte, ich weiß nicht, schick Dennis 15 Euro für das Essen von gestern, wenn ich das übern prompt machen kann, supergern. Obwohl ich das, das hab ich bei ChatGPTfinance noch nicht ganz verstanden. Ich hab's nicht genau gesehen, aber es wirkte für mich so, dass es eher die Analyse und nicht Überweisung an der Stelle geht, oder? Oder kann ChatGPT finance dann auch die mich die Überweisung kümmern und so? Das weiß ich jetzt nicht, aber ich mein, wenn's nicht kommt. Sie Sie sprechen von, Reporting and planning in onesecure AI Plattform. Also es wirkte für mich nicht so, dass das jetzt dein Onlinebanking ersetzt, sondern das ist eher so was wie, was ist da denn hinter dem Finanzguru? Sind doch so diese diese 2 Twins, die dieses diese App da gestartet haben. So, das das ist ja eigentlich so der Use Case, ne? Du Du planst deine Finanzen und Du machst darüber keine Überweisung, so. Deswegen, so hatte ich's auch erst mal verstanden, dass Du sie eben, dass Du sie eben nicht deine Banking App ersetzt. Ja, ich ja, doch, ich würde ihm schon Zugriff geben. Andererseits würde ich mir jetzt auch nicht so viel von dem Absolut. Erhoffen. Also ich hätte ich hätte irgendwie ein health mehr interessant, muss ich sagen, wenn das an meine ganzen Gesundheitsdaten angeschlossen ist und das mir ab und zu so Tipps geben kann und mich irgendwie motivieren kann, was zu tun, würde ich im Moment größeres Potenzial sehen als, weil ich finde das 'n anderer Sache, also ja, keine Ahnung. Ich hatte das glaube ich auch hier erzählt, dass ich auf diesen Scamp Fass reingefallen bin, wo da stand, hey, ich hab hier mit Cloud das gebaut und Polymarket und mach das mal auch und dann dachte ich so, ja und dann aber ja Cloud sehr selbstkritisch zu gegeben hat, mach das mal lieber nicht, ich bin da nicht besser drin. Du, das das hilft nicht. Ja. Ja, ich glaub, es ist schon cool, weil also man geht, ich mein ChatGPT hat ja mittlerweile viele Features auch, die jetzt nicht von dir aus getriggert werden sind, sondern man hat ja diese Automations auch. Und ich mein, ich könnt dir auch eine Automation einfach ansetzen, so von wegen, hey, bitte achte auf mein Konto und wenn Du irgendwas Merkwürdiges siehst oder irgendwie halt diese Dinge halt dieses Alertingsystem oder Kreditkartenzeug oder Sagen wir so, ich ich sehe da 'n großes Potenzial für viele Leute und ich sehe 'n größeres Potenzial noch in den USA als in Europa. Ja, das würde ja auch bis Schubland denken, ist aber, was man so mitbekommt, was Kredite und überall und alles ist auf rum und und keine Ahnung, was Du Nein, das ist so. Genau, abzahlst und so was. Da und von der Mentalität, ich glaube schon, dass das da wirklich ganz gut sein kann, dass Du halt, ne, Du hast irgendwie x monatliche Zahlungen für irgendeinen Kack in der Abbezahlst und dass Du dir das, ne, guckt bis wann läuft das alles und so. Also dass Du wirklich da die Übersicht hast und dann da nicht komplett Differenz, Kann ich mir vorstellen. Ah, ja. Und ich mir wahrscheinlich ist auch am Ende, ne, die Schnittstelle Text auch einfach die bessere Schnittstelle als das, was, also wahrscheinlich sehr viel schneller das gleiche Featureset und dann direkt auch sehr viel Besseres erreichen als jetzt zum Beispiel sone Finanzplaner App, wo Du ja wirklich dann einfach auf den Use Case zugeschnitten ist so, aber natürlich auch die die Informationen, die Du da rausbekommen bekommst, ja teilweise auch etwas schwieriger sind so. Und jetzt will ich ich vergleich son bisschen, warum ich grad drauf komme, Wir haben auch grad die Diskussion bei uns in unserem Business Intelligence Bereich so, wo wir natürlich auch noch auf Tools sind, die jetzt teilweise Also wir haben auf jeden Fall, sind schon super da unterwegs und haben aber die Tools, die wir ursprünglich mal dafür gebaut haben, Daten zu analysieren oder dafür nutzen, auch 'n Google Tool, luca. Das hat keinerlei AI Integration. Da ist wirklich noch son bisschen sozusagen, ich klick mir zusammen, welche Daten ich irgendwie sehen möchte, aber parallel sind wir eigentlich schon alle dabei, dass wir unsere Agents mittlerweile mit so viel Kontext versehen haben, dass wir eigentlich auf die Rohdaten zugreifen können, wir mit diesen einfach nur mit dem Agent sozusagen darüber sprechen können, wenn wir bestimmte Auswertungen haben wollen. Wir sind da zwar noch nicht auf dem Niveau, dass es dass wir das gleiche Vertrauen haben wie bei unserem standardisierten Dashboard Tooling so. Aber man merkt schon, es ist einfach eine ganz andere Art des Interagieren zum Arbeiten. So, wenn ich einfach per natürlicher Sprache einfach Fragen stellen kann, die ich habe und im Grunde genommen ist es bei Finanzen ja auch nichts anderes. Eigentlich will ich irgendwie in Mhm. Übersicht über die letzten Monate irgendwelche Besonderheiten haben, für was gebe ich mein Geld aus? So, was hab ich vielleicht diesen Monat anders gemacht als im letzten so? Und auf welche Dinge könnt ich denn vielleicht achten so? Findest Du irgendwelche bestimmte Details, die irgendwie, die die ich vielleicht verändern sollte und grad diese ganzen Use Case, die meinen, wofür hab ich denn eigentlich Abos und so was? Und im Grunde sind es eigentlich immer nur ziemlich simple Fragen, die ich habe und das wahrscheinlich son Chatinterface, dass das bessere Interface dafür ist als ein dediziert gebautes, eine dediziert gebaute App dafür so. Und ich will ja auch auch, ich glaub, diese Finanzplanerdinger, ich glaub, der ja hauptsächlich hauptsächlich das Problem ist auch so, dass Du ja gar nicht, ist ja nicht sone App, die Du jeden Tag öffnest und jeden Tag da trackst, sondern Du gehst ja nicht ab und zu rein, dass ab und zu mal fragen. Und aus Userperspektive ist es natürlich so, wenn ich das einfach in meinem Chat Tool hab und dann ab und zu immer schnell eine Frage über meine Finanzen stellen kann, ist wahrscheinlich der bessere Platz als dafür eine explizite App mit Abo. Ich glaub halt, dass wirklich, vor allem, in den USA Leute ChatGPT fragen, die also nicht unbedingt im nächsten Phoenix Game drin sind und fragen, hey, kann ich das kaufen? Im Sinne von, hey, hab ich, kann ich kann ich mir das leisten, so in dem Sinne. Und ich mein, warum nicht? Also es gibt bestimmt auch in Europa oder in Deutschland dann so. Und wenn's hilfreich ist und wenn's den Leuten dann am Ende Mehrwert bringt, warum nicht? Aber da ist wiederum die Frage, ne, in Amerika, wenn am Ende so, puncto Halluzination so, wenn's am Ende doch nicht leisten, was heißt leisten und so, ne, ist dann am Ende bisschen wie dieser Disclaimer so, packen Sie die Katze nicht in die Mikrowelle. Ich weiß nicht, wenn Du jetzt schon nicht dein Konto richtig verstehst und nicht weiß, wofür Du Geld ausgibst, dann ich glaub, so sind wir sind wir sind Ja, wir als Deutsche können's nicht nachholen. Wir würden so argumentieren, wir sind noch mal keine Amis. Ja, aber ich glaub, es gibt viele Menschen, denen's so geht, die nicht genau wissen, was für Subskriptions 'n Zeug die haben. Und ich mein ja, ein großer Teil von Clark und Finanzguru ist ja, dass die für dich diese Dinge erkennen. Und ich bin mir Also ich mein, Jet GBT oder die die Menschen von Open Air sind ja nicht irgendwie schlecht. Das heißt, die werden sich schon anschauen, was die anderen an Features bereitstellen und ey, können wir das auch irgendwie bereitstellen? Ja, klar. Und das Modell selbst ganz wahrscheinlich auch schon sehr viel schneller einfach so, das so, dass Du dafür krass drauf trainieren musst. Ja. Gut. Dann lass uns noch über Gott und die Welt sprechen. Über Gott und die Welt, ja. Ja, ich mein, schon sehr interessant, ne. Ich weiß ja gar nicht, ich, ja, da halten uns ja selten über Religion so. Ich weiß ja gar nicht, ich bin immer davon ausgegangen, wir dass hier 3 Atheisten zusammensitzen. Ich bin mal gespannt, was was ihr was ihr mir gleich erzählt, was eure Konpression ist, die ich bisher noch nicht kenne. Ich bin ja auch katholisch geprägt, deshalb ich natürlich die Also worum geht's. Der Papst hat eine Enzyklika veröffentlicht und die geht über KI. Und ich mein, für alle, die jetzt nicht wie ich im katholischen Milieu aufgewachsen sind, vielleicht, was ist eine Enzyklika? Im Grunde genommen ist das so das wichtigste Lehrschreiben, das 'n Papst überhaupt veröffentlichen kann. Es ist sone Art offizielles Grundsatzpapier, so berühmte Beispiele sind Reherung. Nur warum? Achtzehnhunderteinundneunzig über die Arbeit der Rechte der Industrialisierung. Dann gab's Lauda Tussy von 2015, das war über den Klimawandel und Was ist denn alles Song? Ja, laut. Mit Lauda Toucise auch 'n Kirchenkong. Ah, okay. Wie geht der wie geht der weiter, der Malison? Ist egal. Signore? Nee. Ja, das wahrscheinlich, der alles irgendwie so. Das ist 'n das ist 'n Kirchenkong. Nur also ich mein nicht, der seid ihr scheinbar nicht sonderlich christlich oder kirchlich geprägt. Von daher jetzt das nächste vom das und das Erste vom aktuellen Papst über KI mit dem Namen Magnifica Humanitas, großartige Menschlichkeit und son bisschen über, also Einlauten der Kirche in Bezug auf künstliche Intelligenz. Und ich hatte's ja vorhin schon gemeint, also bei der Vorstellung stand neben dem Papst auf der Bühne Christopher Ola, Mitgründer von Intropic, also und ist natürlich auch erst mal superinteressant, wo also welche Kreise es einfach zieht, wo überall KI diskutiert wird und son bisschen, wenn man uns anschaut, so die die wichtigsten Aussagen sozusagen, die in diesem in diesem Enzyklika so getroffen wurden, ist so die die Annahme des Papstes so Technologie ist nie neutral, sondern sie trägt son bisschen die Eigenschaft derer, die sie entwickeln, finanzieren und regulieren, was glaube ich son großer Diskussionspunkt davon ist so und hat in dem Zug auch bisschen diese Babel Metapher, also den Turmbau zu Babel irgendwie getroffen, so. Die Menschheit vor der Wahl will sie den nächsten Turm zu Babel bauen oder eher die gemeinsame Stadt mit Gott. Dann so, Macht darf nicht konzentriert werden. Also es sollten, wenn die KI in den Händen von wenigen ist, dann wird's irgendwie den Graben nur noch größer machen und irgendwie die Verantwortung muss an jedem Punkt klar sein. Das war auch son bisschen das, was Christopher Ohler da auch 'n bisschen mich sich mit eingeschaltet hat, wo's natürlich klar ist so, Antropic positioniert ja auch so als das Unternehmen in Richtung so Safety und AI und so. Und trotzdem hat auch er da gesagt in diesem in diesem Zuge so, ist natürlich in dem ganzen Zuge, bei diesen Bewertungen so was nicht ganz so einfach, immer diesen Grundsätzen am Ende auch zu folgen, weil es eben ein privates Unternehmen ist, was einen wirtschaftlichen Erfolg natürlich auch irgendwie anstrebt und da in bei sonem Thema natürlich auch nicht immer ganz einfach ist sozusagen, alle Grundsätze miteinander in in Einklang zu bringen, so. Und deswegen so, ich würde sagen, so die die konkreten Sorgen, die der Papst da so benannt hatte, eben die Machtkonzentration, so die der Energieverbrauch, aber auch so autonome Waffensysteme war noch mal einen großes Thema. Und genau, es ist so, ist, glaube ich, noch mal insofern Also man kann son bisschen fragen, okay, was hat das jetzt fürn Einfluss so? Man kann einerseits sagen, gut, die Kirche hat sich einfach dazu positioniert, wird keinen weiteren großen Einfluss irgendwie haben. Dann muss man natürlich aber auch sagen, in Amerika so, grade irgendwie bestimmte Einordnung von der Kirche und so was sind auch am Ende so, dass sie Einfluss darauf haben, wie Firmen arbeiten. Also ich kann mir schon vorstellen, dass wir so in, das hatte, glaub ich, auch der der Janemann an sonem Intend Channel son bisschen geteilt, ne, dass son bisschen die Frage ist so, werden sich ab jetzt HR Abteilungen wieder mit beschäftigen müssen so, wenn irgendwie christlich geprägte Mitarbeiter irgendwie sagen, so in der Richtung nach der Aussage des Paps und so was. Ich will KI und so was gar nicht so stark nutzen, weil's eben teilweise die Meinung derjenigen mitträgt, die die KI die die KI trainieren und so. Und son bisschen also fängt es ein neuer Diskurs in Firmen an, wenn man sozusagen vielleicht nach der kirchlichen Definition nicht dazu gedrängt werden kann, per Policy mehr KI zum Beispiel zu nutzen, so. Also ich glaub, da fangen könnten noch mal ganz neue Diskussionen irgendwie anfangen, aber ist natürlich schon einfach so krass, ne. Wenn man's noch mal wenn man's noch mal zusammenfasst so die Enzyplika so, Arbeiterrechte, Klimawandel, KI. So, ist schon, zeigt, glaube ich, auch noch mal weiter auf, welchem Niveau des Themas, wenn Sie hier grade befinden. Ich hab das nicht mitbekommen und auch nicht verfolgt. Ja, ist also Aber was ist denn so, weil das ist, seid ihr eigentlich, ist ist immer von euch beiden dran eine Kirche? Ich geh mal nicht davon aus, wenn ihr das nicht mitbekommen habt. Also ihr habt den Papst Livestream nicht geschaut. Den den Papst Newsletter. Nein. Ich mein, das Einzige, was ich damals mitbekommen hab, als er Papst geworden ist, dass der Papst relativ für einen Papst ein moderneres Denken hat. Das hab ich damals mitbekommen. Er ist US Amerikaner auch. Ja, genau. Ich mein, ich weiß nicht, interessiert mich nicht persönlich, muss ich sagen. Ja, also ich mein, ich es mich am Ende auch nicht, aber es ist einfach, ich find's schon an sich einfach noch mal son bisschen Zeichen gerade auch. Wie gesagt, kriegst Frau Ulla Enschopick auf einmal da bei der bei der Enzyklika von der Kirche irgendwie mit auf der Bühne steht, sondern das ist schon irgendwie verrückte Welt. So und wie gesagt, in den USA kann ich mir schon vorstellen, dass das noch mehr Thema ist wird. Da ist es ja durchaus etwas extremer, auch was die was die christliche Prägung angeht. Ah, dann könnte die Kirche das ja finanzieren vielleicht. Genug Geld hätten sie auf jeden Fall, ja. Vielleicht vielleicht haben wir bald Modelle von der Kirche. Du meinst, dass die anstatt eine neue Kirche bauen, 'n neuen Servicecenter mit 'ner Million GPS? Na ja, wenn Sie sagen, es muss alles muss ordentlich gemacht werden und mit 'nem mit 'nem guten Gemeinschaftssinn? Ja, ich mein, das will ja jeder. Also ich glaub, da gibt's niemand auf der Welt, der sagt, ey, macht, was ihr wollt und ist gut, wenn 1 die grad so, ich glaub, das würde ja niemand sagen. Ja. Ja. Ja. Ich mein, ja, es sind spannende sind spannende Themen, ne, die keine Ahnung, wir könnten jetzt, aber das wird heute, das machen wir machen wir in der nächsten News Folge. Wir könnten jetzt grad noch mal abbiegen auf, wo ihr auch ethnische ethische Fragen von von im Detail jetzt noch mal welches geht und so, aber kann natürlich irgendwie schon Einstellungen haben und dann sich auch sehr extrem positionieren und sagen, ne, man möchte das damit nichts zu tun haben und das das nicht haben und so. Okay. Ja. Und mein, natürlich sagt das auch jeder so, aber ich glaube, es ist ja trotzdem, der Part ist so, es ist ja trotzdem und das bleibt der Fall, es hat ja auch Christopher Ole auf der Bühne gesagt so, ein paar wenige private Unternehmen, die sich da grade ein großes Rennen liefern und eben am Ende ist es so, da gibt es dann durchaus noch mal andere Anreize, vielleicht auch dem Ziel der der der der der Menschheit im Ganzen etwas Gutes zu tun, vielleicht auch noch mal andere Anreize irgendwie gesetzt werden. Ich glaub, das ist halt schon die Grundproblematik und ich kann mir schon vorstellen, dass wie gesagt, auf mich hat das auch keinerlei Einfluss so. Ich bin da eher auf eurer Seite so, aber das ist Man kann, glaube ich, nicht bestreiten, dass es dass es einen Einfluss hat, wenn sich Kirche dazu positioniert und oft viele Leute einen Einfluss hat, die auch sich in dieser Community, in dieser AI Community ein großer Teil davon sind so. Also es ist nun mal grade auch in den USA vielleicht im Silicon Valley prozentual gesehen weniger als auf die Gesamtpopulation der USA. Aber trotzdem glaube ich nicht, dass es dass es ohne Impact irgendwie ist, aber die Frage ist, ob es was an dem Lauf der Dinge verändert. Ich würde wahrscheinlich auch daran zweifeln, aber löst vielleicht noch mal 'n ein oder anderen sinnvollen Diskurs aus. Ja. Ja, für mich ist da auch immer irgendwie die, also mal ähnlich mit der Wirtschaftlichkeit, was ich gesagt hab, sondern es wird halt nicht irgendwie das ein Unternehmen geben, was exorbitante Preise dafür verlangen kann, weil's dann halt andere gibt, die das irgendwie ausgleichen. Und son bisschen ist ja auch die Entwicklung mit den Open Modellen, die wir haben, die sind auch immer besser und sie hinken halt irgendwie in der Zeit 'n bisschen hinterher von ihren Capabilities, aber also, ne, mein mein Optimismus würde ich mir sagen, wir finden doch immer noch auch Wege, das das 'n bisschen dann auszugleichen. Und am Ende, klar, haben wir trotzdem die gleichen Problematiken, die wir jetzt auch schon haben, dass es wenige große Firmen gibt, wo das ganze Geld am Ende lande, aber da endet eher eigentlich jetzt nicht so viel dran. Das stimmt. Judith, Armen. Wenn ihr, wenn ihr Das kennen sie aber, oder? Armen. Sagt euch was. Amen kenn ich. Ich bin tatsächlich athistisch, wie nennt man das denn? Geboren? Nein, geboren, alle werden zogen, geboren. Aber auf jeden Fall, ich wurde nie getauft. Ich war nie ein, genau. Dann heißt Du gar nicht Dennis, dann bist Du eigentlich niemand. Ich hab mir das, was den Namen nie nie offiziell bekommen. Ja. Genau. Da Nee, nee, hab da tatsächlich hab da tatsächlich früher Spaß gemacht. Also ich bin katholisch aufgewachsen. Ich fand das auch interessant, vor allem in der Oberstufe, wo man dann nicht nur den katholischen Blickwinkel hatte, sondern auch Buddhismus und muslimische, das fand ich gut. Ich weiß nicht, was heutzutage ist, aber ist definitiv hilfreich, wenn man das lernt, find ich. Ja, dafür gibt's ja Ethik. Ja, bei mir hieß es Religion. Ja. Ja, ja, ich glaube, ja, ich hör wieder zurück. Wir könnten eine weitere Diskussion auch machen, aber bei Minute 45 ich nicht über die Sinnhaftigkeit von Religionsunterricht streiten. Aber ja, ich find das ist schöner, dass wir können Philipp selber lieber erst mal stehen lassen als als meine Meinung zu dem Thema. Genau. Wenn ihr 'n Tag dazu habt, den ihr gerne loswerden wollt und den wir hier teilen sollen, dann schreibt uns gerne an Podcast at Programmier Punkt bar. Ja, aber das ist nicht. Religion 'n sehr gutes Thema, wo man also viel dazu lernen kann, wie man diskutiert und wie man sich versucht, in die Gedanken von anderen Menschen reinzusetzen und so was? Ja, ich mein, auf jeden Fall. Im Grunde genommen geborene ich dir auch komplett recht. Ich glaub, ist immer die Frage son bisschen, welchen Religionsunterricht hat man genossen in seiner Zeit? Und am Ende hängt geht dieses Thema stark dran ab, welche Lehrer Du hast. Und Klar. Es war, Sagen wir mal so. Ich bin glaub eher auf der die schlechten Seite, was die Qualität heißt. Das ist der Religionsberichte, ja. Wenn Du nicht gehofft hast, einmal ein Foto umzubeten und 'n Rosenkranz und dann nee, ich weiß, also es es wird einfach wenig Disk Gut, ich bin, später bin ich auch mal zur Ethik gewechselt, aber auch so, weil ich dann irgendwie in der zehnten Klasse nicht eingesehen hab und einfach meine meine meine meine Prüfung immer komplett leer abgegeben wollte und irgendwie dreimal 0 Punkte hab und dachte halt, okay, mir reicht's ja, wenn ich 2 Punkte 3 Punkte mündlich hab so. Dann kam ich zum Studienratsleiter und er hat mir dann irgendwie angeraten, so, dann geh doch in Ethik so. Und dann kam ich in Ethik und gefühlt war's halt wieder so, dass ich irgendwie dachte, ah, es war jetzt so na ja und dann hab ich da mein bei der meiner nächsten Arbeit hab ich dann gesagt, okay, hier alles klar. Ich mich hin das jetzt wieder nicht, aber weil der Lehrer nett ist, schreib ich ihm wenigstens 'n Aufsatz, warum ich nichts warum ich hier nichts beantworte so. Und dann hat er mich dazu gebracht, wollt die Arbeit abgemeldet, hab ich jetzt gefragt, komm, mach doch wenigstens, die erste Aufgabe ist nur die Zusammenfassung des Textes. Mach doch das. So und dann hab ich die Zusammenfassung davon geschrieben und am Ende hab ich auf diese Zusammenfassung dann so bekommen, dass ich 3 Punkte auf der Arbeit bekommen hätte. Der hat's aber dann so gemacht, dass er den Fehlerquotienten, er hat er hat mal all meine Rechtschreibfehler aus der Zusammenfassung als auch meinem Text, warum ich nicht schreibe, die da hat er die Fehler gezählt, hat's aber nur als Nenner sozusagen genommen, die Word die Anzahl von Wörtern aus der Zusammenfassung. Das heißt, mein Fehlerquotient war ultrahoch, weil er die Rechtschreibfehler aus beiden Texten, aber die Wortanzahl nur aus der Zusammenfassung genommen hat und am Ende kamen wieder 0 Punkte bei raus. Und ab dann hab ich mein Ja, von daher ist das eine sehr persönliches Geschichte. Schönes Geld. Dann enden wir damit, dass Fabi ein Legastheniker ist. Ja, auf jeden Fall. Ich bin wirklich 'n Legastheniker. Also ich bin 'n Kommalegastheniker. Ich hab in meiner meiner IHK Abschlussprüfung zum Fachinformatiker, habe ich jegliche Punkte für Rechtschreibung abgezogen abgezogen bekommen, aber nur für schlechte Kommasetzung. Ich hab sozusagen das Maximale, was man für Rechtschreibung abgezogen bekommen hat, für Kommasetzung abgezogen bekommen. Aber in puncto AI ist es ja mir jetzt egal. Ich kann's einfach durch AI jagen. Ich muss das nicht mehr können. Das ist super. Ich weiß nicht. Aber bist Du dann jemand, der darauf achtet, ob sein prompt korrekt geschrieben ist oder ist es dir komplett egal oder sprichst Du mit? Ich schreib nur noch und das war ja noch, also das also das Thema von damals, eine. Das war schon damals ja kompletter Quatsch so. Ich krabbel da rein und das Richtige kommt raus. Nee, da hatte ich, ach, ich gar nicht drauf. Sprechen, sprechen ist das neue Schreiben. Okay. Damit entschuldige. Macht's gut, hat eine gute Woche. Tschau, tschau. Bis dann. Tschüs.",0.99316406,[122,129,133,137,141,145,148,153,157,162,167,170,174,178,182,185,189,193,198,202,206,210,213,218,224,228,233,236,240,242,246,249,253,256,259,262,265,269,274,279,284,287,289,293,297,301,304,306,308,311,316,321,325,327,332,336,340,345,350,352,355,360,362,365,370,372,375,379,381,384,388,392,395,398,402,404,407,410,412,415,419,424,427,430,433,435,440,444,447,450,455,458,461,464,467,470,473,478,482,485,488,491,495,499,503,506,510,515,517,520,523,528,533,536,538,543,545,547,552,558,561,566,568,570,573,576,580,582,584,586,589,593,596,599,603,608,611,615,620,623,627,632,635,640,642,644,648,655,661,664,667,671,676,681,684,686,689,692,695,698,702,705,709,713,718,723,728,732,736,741,744,748,753,759,762,765,769,773,777,781,785,788,791,795,798,802,806,810,813,817,822,826,829,831,833,836,840,843,848,850,853,858,862,866,870,873,876,878,882,885,887,893,897,899,901,904,907,910,912,916,922,926,930,932,935,937,941,944,948,952,954,958,961,963,966,969,972,974,976,979,984,988,993,997,1002,1004,1007,1011,1014,1019,1021,1023,1028,1031,1035,1038,1040,1042,1045,1047,1051,1054,1059,1061,1064,1067,1071,1073,1077,1082,1084,1087,1089,1092,1094,1097,1101,1105,1110,1114,1117,1120,1126,1130,1136,1138,1140,1142,1146,1149,1151,1154,1157,1160,1165,1170,1173,1175,1178,1182,1184,1188,1193,1199,1202,1205,1207,1211,1215,1218,1220,1223,1227,1231,1233,1235,1238,1242,1246,1248,1251,1253,1257,1262,1265,1269,1272,1274,1278,1280,1284,1290,1294,1297,1300,1304,1307,1310,1314,1317,1319,1322,1324,1327,1330,1333,1338,1341,1344,1346,1349,1351,1353,1355,1360,1363,1367,1372,1375,1381,1384,1386,1388,1390,1392,1396,1399,1403,1405,1408,1410,1413,1416,1421,1424,1426,1429,1433,1435,1437,1440,1443,1448,1451,1454,1457,1459,1465,1467,1470,1472,1475,1478,1483,1485,1490,1492,1497,1500,1503,1506,1510,1513,1517,1519,1522,1524,1526,1528,1531,1534,1537,1539,1542,1546,1548,1550,1553,1556,1559,1563,1565,1570,1575,1578,1580,1585,1587,1589,1592,1596,1598,1602,1604,1606,1609,1612,1615,1618,1620,1623,1626,1630,1632,1636,1639,1642,1646,1648,1652,1656,1659,1662,1665,1672,1677,1680,1682,1684,1687,1690,1693,1698,1702,1704,1706,1708,1711,1714,1717,1720,1722,1724,1726,1729,1733,1736,1738,1741,1743,1746,1748,1752,1754,1756,1759,1762,1767,1770,1772,1776,1779,1781,1783,1786,1788,1791,1794,1796,1799,1801,1803,1809,1812,1815,1818,1820,1823,1825,1827,1830,1832,1835,1837,1840,1844,1848,1852,1854,1856,1859,1863,1868,1871,1875,1878,1882,1885,1891,1893,1896,1901,1905,1908,1913,1918,1922,1924,1928,1933,1938,1944,1950,1955,1960,1964,1967,1973,1976,1979,1982,1985,1989,1991,1993,1996,1998,2000,2004,2008,2010,2012,2016,2021,2026,2029,2033,2035,2037,2039,2042,2045,2050,2052,2054,2056,2061,2064,2067,2070,2074,2077,2079,2081,2084,2086,2088,2090,2093,2097,2099,2104,2108,2111,2114,2116,2118,2120,2122,2125,2127,2129,2133,2135,2138,2140,2144,2149,2153,2155,2159,2161,2163,2165,2169,2171,2173,2176,2179,2183,2187,2189,2191,2194,2197,2199,2202,2207,2210,2213,2215,2217,2222,2225,2227,2229,2231,2234,2238,2240,2243,2245,2247,2251,2254,2256,2258,2262,2265,2269,2271,2274,2277,2280,2282,2286,2289,2295,2299,2302,2304,2306,2310,2313,2317,2322,2324,2327,2330,2332,2337,2342,2346,2348,2350,2352,2354,2356,2359,2364,2369,2372,2376,2379,2384,2386,2388,2393,2397,2399,2402,2405,2407,2411,2413,2417,2420,2422,2427,2431,2434,2436,2443,2448,2453,2456,2459,2463,2465,2469,2474,2481,2485,2487,2489,2493,2497,2500,2506,2508,2512,2516,2518,2522,2526,2528,2532,2534,2536,2541,2544,2546,2548,2550,2552,2554,2558,2562,2567,2569,2573,2579,2581,2583,2585,2588,2592,2596,2599,2602,2604,2607,2611,2613,2615,2620,2623,2625,2628,2631,2635,2638,2641,2643,2646,2650,2652,2654,2659,2661,2665,2669,2671,2674,2678,2681,2684,2686,2691,2693,2696,2699,2705,2710,2713,2718,2725,2731,2733,2736,2740,2745,2748,2750,2753,2757,2759,2763,2765,2768,2771,2776,2779,2781,2784,2787,2790,2793,2796,2799,2801,2804,2806,2809,2811,2813,2815,2818,2820,2822,2825,2827,2831,2836,2839,2843,2846,2848,2851,2853,2857,2859,2862,2864,2866,2868,2871,2873,2876,2881,2884,2886,2889,2892,2894,2896,2899,2901,2905,2907,2909,2911,2915,2917,2919,2921,2924,2927,2930,2933,2936,2938,2941,2943,2947,2950,2954,2957,2959,2963,2965,2967,2969,2971,2973,2975,2977,2981,2983,2985,2988,2990,2993,2997,3000,3002,3004,3008,3010,3015,3017,3020,3023,3025,3027,3030,3033,3035,3039,3042,3044,3046,3050,3052,3055,3059,3061,3063,3066,3068,3070,3072,3074,3076,3079,3082,3084,3088,3093,3095,3098,3101,3104,3107,3109,3114,3118,3120,3122,3125,3127,3129,3132,3135,3137,3139,3142,3146,3148,3151,3154,3156,3158,3160,3163,3165,3169,3173,3175,3178,3183,3187,3190,3192,3194,3198,3202,3204,3206,3208,3211,3214,3219,3222,3224,3226,3229,3232,3234,3237,3242,3244,3247,3249,3253,3257,3259,3262,3264,3267,3270,3272,3274,3278,3281,3284,3287,3289,3293,3296,3298,3302,3305,3307,3309,3312,3316,3319,3323,3325,3328,3330,3332,3335,3341,3344,3346,3348,3351,3353,3355,3358,3361,3364,3368,3370,3372,3374,3377,3381,3384,3388,3392,3398,3401,3403,3407,3409,3411,3415,3418,3424,3427,3431,3433,3435,3438,3440,3442,3445,3448,3451,3453,3457,346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0: Hallo und herzlich willkommen zu den AI News 23. Wir reden heute über ein paar Neuigkeiten von Nvidia, was die gerade gemacht haben. Lord hat 'n kleines Update gemacht mit 4 Punkt 8 und gleichzeitig die Company dahinter, eine, ist jetzt die wertvollste AI Company, darüber reden wir ein bisschen. Personal Finance mit ChatGPT ist ein Thema. Wenn wir dazu kommen, reden wir noch, was der Papst und AI miteinander zu tun haben und wir können auch noch mal 'n Ausflug unternehmen über son bisschen Streitigkeiten da draußen zwischen Entwickler*innen, die AI gar nicht gut finden und sie praktisch aus ihren Open Source Projekten ausschließen und Leuten, die das wiederum die Art, wie das passiert, auch nicht feiern.\n\nBisschen die Diskussionen, die wir parallel mitbekommen haben, können wir auch gerne noch mal drüber sprechen. Ich bin Dennis und zugeschaltet sind\n\nSpeaker 1: der Fabi Fink. Hallo und der?\n\nSpeaker 2: Hallo.\n\nSpeaker 0: Gut, wer möchte beginnen? Ja komm, fangen wir noch\n\nSpeaker 1: mal an mit dem jetzt schon mal gesagt, Entropic wertvollstes Unternehmen oder so. Ich mein Ja. Das ist eine Zahl bei der, glaub ich, wenn man's irgendwie mal irgendwann mal, echt mal innehalten muss. Also Entropic ist jetzt nach ihrer neuen Finanzierungsrunde mit 965000000000 Dollar bewertet und jedenfalls vor knapp 2 Wochen ihre Finanzierungsrunde abgeschlossen. 30000000000 Dollar haben sie eingesammelt und haben damit OpenAI erstmals überholt, die zuletzt mit 852000000000 bewertet wurden.\n\nUnd ich mein, das ist eine an sich schon mal echt krass, aber in welcher Dimension wir uns da mittlerweile bewegen, aber ich meine, das Verrückte daran ist ja auch, was man damit bekommt, son bisschen das Wachstum von Entropic, ne. Also wenn man sich das erste Quartal 2026 anschaut, dann sind sie Faktor 80 gestiegen, also nicht 80 Prozent, sondern 80 mal so viel an Runrate, so was sie eben an Kohle raushauen, vergrößert. Und das ist aktuell liegen sie bei 47000000000 Dollar. Sie haben aber auch gleichzeitig, und das ist ja interessante ihr erstes profitables Quartal mit 559000000 Dollar operativen Gewinn. Ich mein, wir hatten's häufiger mal schon, als wir uns über OpenAI und ihre Prognose unterhalten haben, da stand ja mal das Jahr 2030 im Raum, obwohl es, glaub ich, zuletzt von OpenAI als das profitable Quartal auch schon wieder korrigiert wurde.\n\nAber das war so zu den ersten großen Finanzierungsrunden, was wir immer mal hatten. Und es ist natürlich schon sehr, sehr beeindruckend, was Antropic da in der Zeit hingelegt hat. Ich mein, dazu haben wir auch uns in dem letzten an der letzten News drüber unterhalten, dass auch Andre Capathie, der mal Mitgründer von Open AI war, bei Tesla war, häufiger hier zitiert wurde, auch zu Entropic gewechselt ist. Und dass auf jeden Fall die Vorzeichen ziemlich gut stehen für En tropic, weil ich mein auch in unserem Vorausblick für das Jahr haben wir uns da 'n bisschen drüber unterhalten, worum wird's dieses Jahr son bisschen gehen im Zuge von AI und ein Part, den wir prognostiziert haben, war ja auch der Part mit, dass es sehr viel Businesskunden gehen wird und auch das ist der Part, den man in dieser ganzen Finanzierungsrunde son bisschen mitbekommen hat so, wo man sich die Frage stellen kann, wo liegt OpenAir mit dem Enterprise Business? Weil die Big Four, PwC, KPMG, Goldman Sachs, Gates Foundation irgendwie alle bei En tropic und so, wer ist eigentlich bei Open Air Air Enterprise so außer Microsoft vielleicht?\n\nAlso auf jeden Fall echt einiges in Sprünge gemacht und schon verrückt, wo Antropic mittlerweile gelandet ist. Und ich mein, man wird auch später 'n bisschen merken, ne, falls wir noch zu dem Punkt kommen mit dem Papst, der auch über KI redet, auf der Bühne mit dem Papst war ein Mitgründer von von En Tropic und eben nicht 1 der anderen Firmen. Also es ist schon beachtlich, wo sie jetzt mittlerweile gelandet sind, jetzt einfach das wertvollste Unternehmen, AI Unternehmen der Welt sind. Und ich mein auch in dem Rennen rund IPOs, so, ne, ist das nur am Rande, stehen's ja auch gefühlt alle davor. SpaceX soll jetzt irgendwie in 2 Wochen den IPO machen, wozu ja dann XAI son bisschen mitgehört.\n\nDas ist kein reiner AI IPO, aber Open AI und Entropebing 2\n\nSpeaker 2: Wochen später\n\nSpeaker 1: Cursor. Siehst Du mal, das hatt ich keinen Bock.\n\nSpeaker 2: Nein, ja, das war das, was, wenn\n\nSpeaker 1: Ach so.\n\nSpeaker 2: SpaceX oder XAI public geht, dann wollen die die Kaufoption nach 2 Wochen für 30000000000 bei Cursor ziehen.\n\nSpeaker 0: Siehst Du mal.\n\nSpeaker 1: Ja, aber da ist ja, zumindest En Tropic als auch OpenAI sind ja auch dabei, daran zu arbeiten im IPO. Ich mein, En Tropic hat's son bisschen relativiert. Sie haben's ja irgendwie so kurz davor, es irgendwie einzureichen, haben sie gesagt Wahnsinn. Weil das SEC Gestern Genau, aber sie haben's eingereicht, ne, aber zum SEC, aber sie haben in ihrer Normalerweise, wenn man das einreicht beim SEC, dann ist eigentlich da so das, was die großen Firmen dann son bisschen in ihrem Sprech machen, ist, sobald SEC durch ist, kommt dann zeitnah der IPO und Entropic hat schon eher, sobald das SEC durch ist, haben Sie die Option, eine IPO zu feilen. Also son bisschen so, Sie behalten sich, glaub ich, 'n bisschen vor, den Zeitpunkt davon zu definieren, weil natürlich 'n bisschen die Frage ist, okay, was ist da der richtige Zeitpunkt?\n\nWie ist da grade das Momentum? Und es sein kann, dass es auch bei ihnen noch 'n bisschen dauert. Also so der der Sprech lässt son bisschen sich die Frage stellen, auch wenn sie's gefeilt haben und SEC, dann sagt sie dürfen. Ob das dann wirklich auch zeitnah passiert, ist noch die andere Frage, aber aber dieses Jahr ist schon mehr als wahrscheinlich.\n\nSpeaker 0: Du als alter Bankangestellter noch mal so die Basics davon. Wenn wir jetzt von diesen Bewertungen sprechen, die Sie jetzt haben, die basieren darauf, irgendwie es wird Geld investiert, da kriegt man x Prozent der Company für. Das gibt dann diesen Gesamtwert, der da rauskommt. Wenn jetzt an die Börse gegangen wird, wie definiert sich dann der Marktpreis? Also wie definieren die, wie viel sie auf den Markt tun und zu welchem Preis das denn ist?\n\nSpeaker 1: Na gut, im Endeffekt ist die Bewertung des Unternehmens, das leitet sich ja dann auch genau da daraus ab son bisschen, ne. Ich mein, die werden nicht den kompletten Anteil auf den Markt werfen. Wir hatten's ja auch schon mal so, als es darum ging, dass keine Ahnung bei Open Air Island so was ja, also wie kriegen denn eigentlich diese Investoren, die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können? Das die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können? Es gibt eigentlich genau nur 2 Wege.\n\nDas eine ist der IPO, das ist eben public wird und dann können sie nämlich ihre Anteile verkaufen, die sie bisher nur investiert haben. Also im Grunde genommen haben die Investoren sowie auch die Mitarbeiter von den Tropic, die mit Anteilen sozusagen vergütet werden zum Teil, 2 Möglichkeiten daraus Geld zu machen. Das eine ist IPO, das andere ist, dass die Firma verkauft wird, so. Und das ist jetzt sozusagen der IPO Weg. Und ich kann's ja am Ende auch nicht genau sagen, wie sich jetzt der Share Preis da genau ergibt.\n\nAber im Grunde genommen ist es, wie viel Prozent der Firma dann da sozusagen werden und was die Bewertung der Firma ist. Aber so genau bin ich\n\nSpeaker 0: nicht drin.\n\nSpeaker 2: Ist der, wo der der Price errechnet aus 'ner Zusammenarbeit zwischen dem SEC und Banken. Und es geht Benchmarks, Roadshow, also halt alle Zahlen mehr oder weniger und das Interesse und wie aufm privaten Markt bisher gekauft wurde. Aber dann kann halt natürlich auch sein, wenn das public geht, dass keiner kauft und der Preis dann halt droppt. Also die können vielleicht mit 1 Trillion starten, aber wenn dann warum auch immer kein Interesse plötzlich mehr da ist, was aktuell da ist, das auch ganz schnell auf 600000000000 oder so was dann runtergehen.\n\nSpeaker 1: Genau, und je nachdem, was auch die Leute investiert haben, ein besseres oder schlechteres Geschäft an dieser Stelle.\n\nSpeaker 2: Genau. Ich find's auf jeden Fall interessant. Ich bin gespannt, ob Sie wirklich bis Ende des Jahres warten. Weil ich ich weiß nicht, ich, für mich ist es son bisschen hart zu verstehen, okay, wir haben halt den riesen, das Riesenwachstum, also Sie haben ja gesagt 47000000000 Revenue. Was bedeutet, wenn Sie das aktuell, die aktuellen Verträge oder den aktuellen User halten, haben Sie am Ende vom Jahr bei nicht Nichtwachstum 47000000000 gemacht.\n\nUnd ich bin son bisschen skeptisch, weil alles, was ich jetzt in letzter Zeit son bisschen sehe, ist, dass Leute langsam verstehen, hey, wir haben relativ hohe AI Costspending und eventuell den Outcome, den wir da bekommen, ist nicht so groß. Also ich hab jetzt gelesen, dass Microsoft angefangen hat, ihre Cloud Code Lizenzen zu zurückzufahren, weil's hier in diesem Enterprise Plan sind, wo Du direkt für Tokens bezahlst und das andere Unternehmen, ich glaub Uber und wer war's noch? War es auch mit dabei, so, hey, Sie haben ihr ganzes Budget eigentlich schon fast aufgebraucht und wir haben halt jetzt irgendwie Juni. Klar ist es wieder 'n bisschen unterschiedlich zu den 200 Dollar pro Monat, weil da bist Du ja fix, aber bei den ganzen Enterprises, da gehen ja die die Preise durch die Decke. Und da frag ich mich halt, okay, werden die das alles so weitermachen oder wird da halt auch irgendwann bei den Unternehmen kommen, hey, nee, wir können das nicht weiter bezahlen?\n\nUnd dann hast Du entweder halt eine Stagnation oder vielleicht sogar 'n Revenue Rückgang und falle mich mein OpenAI oder auch Google, wir werden ja auch weiterarbeiten. Das heißt, vielleicht sehen wir im Hefte 2 wieder 'n bisschen mehr.\n\nSpeaker 0: Am Ende ist es ja eine Beschriftlichkeitsrechnung, ne. Ich mein, die meisten können das mit Sicherheit nicht so beziffern. Die können nicht sagen, AI bringt das jetzt genau x Prozent irgendwie Produktivität. Das ist nur 'n bisschen oder den meisten wahrscheinlich schwierig messbar, aber am Ende ist natürlich die Abwägung zwischen, was kannst Du damit machen mit dem Geld, was Du investierst in das Tool und was kommt hinten raus? Und ich glaube, das hatte ich halt auch in in vorherigen Folgen schon gesagt so, ich kann mir nicht vorstellen, dass die Preise exorbitant steigen, dass ne alle irgendwie so tokenbasiert dann pro Mitarbeiter 5000 Dollar oder so was im Monat zahlen, wo dann schon wieder die Abwägung ist, ne, stellt man jemanden irgendwo Offshore ein, Ja.\n\nSpeaker 1: Der die Arbeit dann auch\n\nSpeaker 0: so machen kann so. Ich glaube, dafür ist die Konkurrenz hoch, dafür sind die lokalen Modelle irgendwann auch zu gut, ne, wo man das dann auch irgendwie mit abfedern kann. Von daher wird sich das, glaube ich, schon auf 'nem Preis irgendwie zurückkommen, der, ja, der ist. Wo ich auch krass finde, wenn Du jetzt sagst, Fabi, ne, dass Anthropic jetzt schwarze Zahlen geschrieben hat, weil wenn Du eigentlich ja hörst auch viel, ne, dass halt das so super subventioniert ist und ne, dass überhaupt kein totaler Missmatch ist zwischen so token User, über das Thema, was da ist, dann hätte ich antizipiert, okay, damit kann man keine schwarzen Zahlen schreiben.\n\nSpeaker 2: Ah, ich ich wär da vorsichtig, weil wir wissen nicht, welche Ausgaben Sie in diesem Quartal hatten. Vielleicht hatten Sie Ihren ganzes Compute Investment bei Amazon, Google, wie auch immer den Großteil bezahlt letztes Jahr und der nächste große Junk kommt dann erst wieder nächstes Quartal. Du weißt ja nicht, wie das dann abläuft und was wirklich Ihre Ausgaben aufs ganze Jahres sind oder\n\nSpeaker 0: Also wie Sie haben das,\n\nSpeaker 1: was Sie die, von der Sie sprechen, wahrscheinlich bei Ende Juni so bei 50000000000 liegen und ab aktuell sind Sie beim Averge Requioning Revenue, also 5000000000 drunter, so 44 bis 45000000000 so. Das heißt, sie sind aktuell noch eher aufs Jahr gesehen im Minus, aber es war jetzt nun mal das erste Jahr, aber Philipp hat natürlich recht, ne, wie wie rechnen sie's jetzt grade sozusagen? Und kannst Du das natürlich, ich mein, macht natürlich auch für eine gute Story zu sagen, sie haben das erste Quartal, wo sie schwarze Zahlen geschrieben haben und so, ne. Also das kann man schon auch vorstellen, dass da son bisschen rumgerechnet wird, sodass es dann halt Ich mein, wir reden hier von, es sind natürlich viel Geld, ne, 560000000, aber wir unterhalten uns grade über 'n Unternehmen, was irgendwie mit knapp fast bald bei 1 Trillion irgendwie bewertet ist, so. So, von daher, also 1 Billion soll jetzt wieder verwechselt mit den amerikanischen Zahlen.\n\nIch denke auch, also es ist wahrscheinlich auch alles ein einen Marktdingthema an der Stelle, aber ich war auch eher überrascht, wie nahi da irgendwie wie nahi da irgendwie dran\n\nSpeaker 0: sind, so. Ja. Aber da gab's auch letztens letzte Woche, ich hab nicht nicht mehr als die Headline geredet, irgend eine AR Company hat ihre Budget Limits nicht richtig eingestellt und hat 500000000 in Tokens verbrannt.\n\nSpeaker 1: Das ist das dann dann vielleicht. Das sind ja genau die Bayern Topic.\n\nSpeaker 2: Ja, ich glaub.\n\nSpeaker 1: Sie haben auf jeden Fall auch Ihre 1000000 plus, also 1000000 pro Jahr und mehr Customers verdoppelt von 500 auf 1000, also 1000 und mehr Unternehmen, die mehr als 1000000 pro Jahr bei ihnen ausgeben für Lizenzen und so weiter. Auch ganz interessant, ne. Also, weil ich hier grad vorhin meinte, in der PwC, KPMG und so. Also KPMG hat 276000 Seeds bei Enshaopics so. Das ist halt schon auch eine Hausnummer, in der Bindung halt, ja, da merkt man auch, warum warum dieses Interesse bei den Enterprises oder an dem Enterprise Geschäft so groß ist.\n\nSind schon große Hausnummern.\n\nSpeaker 0: Jetzt aber wie Philipp auch richtig sagt, so, im Moment würde ich noch nicht darauf sicher wetten, ne, also dafür ist das Rennen irgendwie nicht entschieden und wenn halt alles ein anderes Tool ist, was es noch mal besser kann. Ich finde auch, sie stehen von allem, was man hört so und mitbekommt und sich anfühlt gut da, aber ja, 100 Prozent drauf wetten.\n\nSpeaker 2: Ich weiß nicht, ich finde, es geht fast zu schnell. Also das Wachstum ist fast zu schnell, dass es so weitergehen kann und weiter funktionieren kann. Und ich mein, den Vergleichswert, den wir hatten mit Open Air, mit ihrem Plan, das das, also da passt ja ein Tropics aktuelles Wachstum überhaupt gar nicht rein. Ich glaub, die waren irgendwie bei 100000000000, bei 2028 oder irgendwie so was. Deswegen bleib bleib gespannt.\n\nSpeaker 1: Schließen wir doch grad\n\nSpeaker 0: noch an, was Intropic auch noch gemacht hat in den letzten 2 Wochen, nämlich Claude 4 Punkt 8 rausgebracht. Glaube, brauchen wir gar nicht so viel Zeit drauf verbringen. Am Ende im eigenen Blogposts sagen sie so, hey, es ist 'n moderates Update. Sie glauben, dass die Leute, die es nutzen, einen gewissen Benefit dort merken werden. Sie haben 'n bisschen mit den sozusagen wieder 'n bisschen rumgespielt und die umbenannt, also ob's da jetzt Macs und XMac und extra und es gibt auch dieses dieses lustige, wie heißt das, dieses Code.\n\nGibt aber sone Codevariante. Und ja, insgesamt haben sie gleichzeitig in den Abos die Limits 'n bisschen erhöht, da in den vergleichbaren Thinking Models es eben 'n bisschen teurer auch geworden ist in der Nutzung. Ja, bei uns Kristallisierungen habe ich so das Gefühl, es gibt son bisschen 2 Lager aktuell. Es gibt die einen, die Kodex irgendwie ganz cool finden und die anderen, die die die Cloud Modelle ganz gut finden und natürlich zieht irgendwie jeder den Benchmark raus, der grade dafür dafür optimiert ist. Ja, gab's intern auch noch mal so, dass jetzt irgendwie ein neuer Benchmark, der relativ viel Aufmerksamkeit bekommen hat, weil er einfach so sagt, okay, das war nicht in dem Trainingset der Modelle drin und von daher sag ich son bisschen realeres Bild.\n\nDer Dieb ist so ein bisschen.\n\nSpeaker 1: So dieser neuen Genau. Band Pro Vergleich.\n\nSpeaker 2: Ja. Ja, da da da wär ich supervorsichtig. Also ich hab auch\n\nSpeaker 0: Das ja nur, weil German 1 unten ist.\n\nSpeaker 2: Nee, nee,\n\nSpeaker 3: nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee,\n\nSpeaker 2: nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee halt alle Modelle mehr oder weniger 'n bisschen getestet hat. Sind irgendwie 110 verschiedene Aufgaben, mehr orientiert bedeutet, beim s wie b bench pro hatte man relativ lange Prompts und man weiß einfach von der Nutzung, dass Menschen superfow sind, was Prompt angeht und halt eher kürzere Texte haben. Und dann haben sie diesen neuen Benchmark gemacht. Das große, wo ich sehr vorsichtig bin, ich hab das auch geteilt, dass jeder jedes Modell nutzt den gleichen Harness, also die gleichen Tools. Und es gibt nur ein Tool.\n\nAlso jedes Modell hat nur 'n Bash Tool und jedes Modell hat 'n den gleiche System instructions und die System instructions sind relativ beschreibend. Also da steht genau drin, was der oder das Modell machen soll für das Problem zu lesen mit 'nem schönen Step by Step Instruktions für den Workflow. Das heißt, das ist sehr, sehr optimiert für für den Use Case. Und wir wissen ja von wie Codex funktioniert, dass OpenAI sehr stark auf setzt. Also Codex an sich hat ja nur 2 Tools in der der Base Ausführung.\n\nDas eine ist und das andere ist und ist wie sone Art, das man files editieren kann. Das heißt, Codex an sich hat gar kein Tool, Tool, search Tool und Cloud Code hat halt diese Tools. Das heißt, das Post Training von beiden ist auch 'n bisschen unterschiedlich. Und jetzt hast Du halt einen Benchmark, der superstark auf setzt. Natürlich ist Opus auch, ist 'n Zweiter jetzt mit 4 Punkt 8, aber da wär ich 'n bisschen vorsichtig, was das Ganze angeht.\n\nJa. Und nee,\n\nSpeaker 0: hat sich auch 'n bisschen mehr dem an, was wir die letzten Wochen auch immer schon gesagt haben, ne. Also es ist irgendwie ganz nett, diese Benchmarks zu haben und 'n bisschen dann zu gucken. Wie massiv der Unterschied jetzt ist, hängt mit Sicherheit einfach an, wie man selbst mit den Tools umgeht, in welche Umgebung man sie benutzt und natürlich auch welche Aufgaben man grade hat. Das heißt, danach muss man's einfach 'n bisschen richten.\n\nSpeaker 2: Was ich auf jeden Fall interessant find, ich find's zu meinen super, dass die Leute diese Benchmarks machen und diese veröffentlichen, dass Du das selber reinschauen kannst, davon lernen kannst. Und dass es nicht nur son Benchmark ist, also die haben halt wirklich die verschiedenen Thinking Levels ausprobiert und sie teilen auch die Kosten und die Output Tokens. Und vielleicht ist es, man kann sich davon ableiten, was man möchte. Man kann auch die Traces anschauen, aber GPT 5 Punkt 5 hat im Durchschnitt 47000 oder hier steht Output Tokens, das heißt 47000. Ich weiß jetzt nicht, ob für alles oder im Durchschnitt pro Task und Opus hat 136000 Tokens.\n\nUnd wenn ich ein Tool hab, bedeutet das eigentlich halt, okay, Opus hat sich schwerer getan, das Problem zu lösen und Gründe dafür können halt x sein. Das ist entweder nicht gut genug oder hat halt nicht die perfekten Tools, die er's am liebsten nutzen würde. Deswegen immer 'n bisschen vorsichtig, aber spiegelt son bisschen das wider, was so die eine Twitter Bubble oder EML sagt, dass das halt BTC besser ist und die andere sagen halt das andere. Ja.\n\nSpeaker 0: Genau, aber ich glaube, also zumindest an unserer Erfahrung, die beiden kann man auf jeden Fall im Moment gut nutzen und bei Gemini warten wir auf die Nicht Flash Version, die spielt denn da\n\nSpeaker 2: auch wieder mit. Ja, bleibt spannend. Ich muss sehr ehrlich sagen, ich hab am Wochenende Composer 2 Punkt 5 von Cursor genutzt und ich bin sehr beeindruckt. Also für das, was es kann zum Preis, was man bekommt. Also ich hab noch immer noch die 20 Dollar Subscription in Curse und da ist kriegt man irgendwie 800000000 Tokens, was extrem vieles im Verhältnis zu, was dann halt Opus wieder kann zu, sag ich mal.\n\nSpeaker 1: Ja, absolut. Das stimmt. Da ist auch\n\nSpeaker 0: ein Kollege, der hat Nicer bei User ist. Echt? Ja, der Julian. Genau. Juli, Nvidia.\n\nJa. Da ist zumindest der Aktienkurs hochgegangen, hab ich gesehen. Okay, das hab ich gesehen. Nach\n\nSpeaker 1: den Announcen, in Folge reinschauen. Gut, dass es selbst.\n\nSpeaker 0: Nach den Announcen, das heißt, irgendwie hat es gefallen, was sie was sie Genau, aktuell\n\nSpeaker 2: ist in Taipeh die GTC beziehungsweise Basic Computex. Ich weiß nicht ganz genau, welches welches ist, weil die irgendwie zur selben Zeit sind und je nachdem, wo man liest, heißt das, die haben es auf der GTC angekündigt und auf der Computerx angekündigt, aber ist halt die, sag ich mal, eine der großen Nvidia Konferenzen in Taipei. Und es gibt Siddle lässt Neues, also bestimmt mehr, was wir jetzt irgendwie heute besprechen, aber die 2 großen Themen, die ich mitgebracht hab, sind zum einen Cosmo 3. Wir hatten ja an der io Omni als erstes any to any omnimodale Modell, was Video generieren kann. Und NVIDIA hat jetzt COSMO 3 vorgestellt und released, was auch ein Omnimodal World Modell ist und ist eine, Sie beschreiben's als mit 'nem Generator, also son bisschen wie sehr einfach gesagt wie die letzten Imagegenerierungsmodelle oder Videogeneriermodelle.\n\nUnd es gibt 2 Varianten. Es gibt eine Nano Variante mit 16000000000 Parameter und man hat 'n 8000000000 und 'n 8000000000 Generator. Und es gibt eine Supervariante mit 64000000000 Parameter, da hat man 32000000000 Parameter und 32000000000 Parametergenerator. Es gibt dieses omnimodale Basemodell,\n\nSpeaker 1: sag\n\nSpeaker 2: ich mal, und Sie haben zusätzlich Varianten für, lass mich nachschauen, alles zu Video und Text to Image. Also so ähnlich wie bei Omni, wo ich halt alles reingeben kann und 'n Video raus kann oder halt 'n Bild generieren kann. Und es ist auch Platz 1 auf dem Image to Video Leaderboard von Artificial Analysis bei den Modellen. Und sie haben sehr, sehr beeindruckende Videos und Demos gezeigt, wie Cosmo 3, komplett autonom in 'nem Roboter Dinge komplett selbstständig machen kann. Also Du hast dieses omnimodale Modell, was halt Bilder, Audio, alles Mögliche bekommt und dann daraus generieren diese Aktionen für den Roboter ableitet, was schon extrem beeindruckend ist, weil 64000000000 Parameter ist groß genug, dass sich das auf 'ner kleinen Hardware auch laufen lassen kann.\n\nUnd da kommen wir genau zum zweiten Punkt. Sie haben neue Hardware vorgestellt und zwar die n-eins-x-Plattform. Und n-eins-x ist son bisschen NVIDias Angriff auf die Apple-M-Serie, weil das 'n arm basierender Consumer Consumer Hardware und es ist 'n 20 Core CPU arm basierend und man hat Blackvelt Class GPUs für die Modelle. Es gibt verschiedene Varianten mit, die kleinste ist, was ich gefunden hab, ist 32 Gigabyte Unified Memory und da gibt's auch eine 128 Gigabyte Unified Memory und es sollen noch größere kommen, Die der CPUU ist von Media Tech, kenn ich jetzt nicht genau, aber mit Media Tech zusammen codeesignt. Nvidia stellt halt den CPU und es wird produziert von Asus HP, Lenovo, Microsoft, Dell und MSI und soll im Herbst 20 26 beziehungsweise August, September zur Verfügung stehen zum Bestellen.\n\nDas heißt wirklich Angriff auf Macbooks Pro, sag ich mal, wie man halt AI Modelle ausführen kann. Der Preis, ich hab jetzt nichts Genaues gefunden, das ist son bisschen schwammig, aber Sie sagen irgendwas zwischen 1800 und 2200 für den des 32 Gigabyte Modell soll's losgehen. Und dann für das größere ist man zwischen drei- und 4000 Dollar. Und auf dem Größeren kann man halt wirklich LLMs ausführen, die auch, sag ich mal, Dinge machen können und 64, also dieses Cosmo 3 Super mit 64000000000 Parameter sollte sogar auf diesem Device laufen. Sie haben noch weitere, Hardware vorgestellt beziehungsweise gezeigt von diesen kleinen Sparks zu 'nem Spark Tower mit irgendwie einem Terabyte Unified Memory für wirklich eine Trillionen Parametermodelle.\n\nDas heißt, wirklich sehr interessant und viel Angriff nachher, okay, wie kann ich lokale Models mehr zugänglich machen, beziehungsweise neben MacBook Pros oder Macs halt eine Alternative bereitstellen.\n\nSpeaker 0: Ja, krass, auf jeden Fall. Stark News, wie war wie\n\nSpeaker 1: war's denn eigentlich vorher mit NVIDi? Ich hatte NVIDiDIA die ganze Zeit bei so Model Provider nicht so wirklich aufm Schirm. Sie hatten aber auch schon vor dem Omni Modell Modell, denn das ist doch\n\nSpeaker 2: nur irgendwie Ja, ja, Sie sind seit Jahren eigentlich im Bereich, ich weiß jetzt nicht, würden jetzt nicht sagen, mit vorne dabei, aber einen der großen Contributer. Also Sie haben Hunderte oder fast 1000 Modelle auf. Nemotron ist deren LLM Model Family. Da haben Sie auch 'n neues Modell, was mit Kimmy oder den anderen mithalten kann. Ich hab grad nachgeschaut, es gibt über 1000 mit 820 Modellen, 250 Datensätze.\n\nSie haben auch jetzt für Cosmo Datensätze bereitgestellt und Code bereitgestellt, wie man diese nutzen kann. Also Sie sind schon sehr stark daran orientiert und machen dort viel.\n\nSpeaker 1: Ja, mal gespannt, inwiefern ist Sprechwirt bei der WWWW wDC und und MacBooks und neuen Varianten gut wahrscheinlich für soll. Ist gibt's Roomos, gibt's neue Macs Dennis bei der WWDC? Ich glaub nicht, ne.\n\nSpeaker 0: Nee. Ich hab\n\nSpeaker 2: nicht eher im September. Was ich halt interessant find, ist, ich kenn mich jetzt im Windows PC Bereich nicht so gut aus, aber Du hast halt jetzt diesen von NVIDIA, die CPU und GPU bereitstellen, auf ARM oder ARM basieren, was ja wirklich in direkter Konkurrenz zu der M-Serie ist. Und ich weiß jetzt nicht, wo Intel oder AMD dort stehen, aber ist auf jeden Fall halt, was Apple gemacht hat in den letzten 5 Jahren. Und man kann ja wirklich sagen, dass sie den Markt im Tech Bereich eingenommen haben komplett.\n\nSpeaker 1: Ja, stimmt, auf jeden Fall neue Player im\n\nSpeaker 0: Markt. Ja. Ja, spannend. Gucken, was vor denen auch alles kommt. Der CEO ist es, ne, der ist ja auch immer für ganz gute Zitate zu haben.\n\nSpeaker 1: Ja, ich hab auch 'n paar\n\nSpeaker 2: paar Wheide Tags gesehen, weil sie pushen halt wirklich die Narrativ von beziehungsweise Tokens sind Revenue, sind Gewinn und Du musst nur da rein investieren und Du kannst deine dein Unternehmen skalierst Du darüber, indem Du mehr Tokens ausgibst. Ich mein, am Ende macht's ja auch irgendwie Sinn. Also sie verkaufen ja irgendwie die die, wie sagt man da, die die Schaufeln zum Graben und alle und sagen, ah, jeder soll graben, dann wirst Du erfolgreich, aber bitte uns unsere Schaufel dafür.\n\nSpeaker 0: Ja. Ja. Sehr gut. Wenn's bei denen gut läuft,\n\nSpeaker 2: läuft's bei dir gut oder? Bei mir? Ja, wenn's bei den Video gut läuft, läuft's bei dir zu? Nee, nein. Nee.\n\nAber aber zukünftig\n\nSpeaker 0: kann ich ja dann ChatGPT fragen, nicht wahr, Fabi. Ob es bei dir grade gut läuft, weil's bei NVIDIA gut läuft oder ob Du in NVIDIA investieren solltest? Ja, wahrscheinlich beides Fragen, die Du die\n\nSpeaker 1: Du ChatGPT potenziell, also auch jetzt schon fragen könntest, aber jetzt ist wahrscheinlich dein Chat GPT relativ kontextlos oder Du müsstest ihm irgendwie ein PDF oder was auch immer reingeben, 'n bisschen mehr Historie zu deiner finanziellen Situation zu bekommen. Und das Ganze soll sich jetzt ändern und zwar mit dem Produkt ChatGPT Finance. Und zwar kommen können ChatGPT Pro Nutzer in den USA ihre Bankkonten direkt mit ChatGPT verbinden. Dafür nutzen sie den Dienstleister Plate. Plate ist im Grunde genommen auch schon bei diesen ganzen Neobanken oftmals irgendwie auch mit hinten hinten dran und damit bekommt ChatGPT Oh Gott, seit wann ist das denn so schwierig ChatGPT auszusprechen?\n\nWahrscheinlich, weil ich's\n\nSpeaker 0: so häufig nicht mehr mache, weil sie so weit ab\n\nSpeaker 1: sind und überhaupt nicht mehr mithalten können, spreche ich das gar nicht mehr aus. Ist überhaupt wirklich schwierig. Claude ist ja viel einfacher. Na ja. Auf jeden Fall Ah ja.\n\n12000, steile These. Und Zugriff auf 12000 Finanzinstitute und grundsätzlich 'n bisschen so wie's ja auch ChatGPT Healthbar, ist es so, dass man das im Endeffekt jetzt diese ganzen Use Cases, wofür Du deine Finanzplaner hast, jetzt direkt innerhalb von einem von einem LLM hast und Du dann grundsätzlich einfach Zugriff auf deine komplette Finanzhistorie haben und Du natürlich alle möglichen Fragen stellen kannst, die Du sonst 'nem Finanzplaner stellen kannst. Und ich mein, es ist jetzt, glaub ich, erst mal, ich mein, technisch jetzt nichts superherausragendes so, ne. Das ist eher das Thema, dass man mal son bisschen diskutieren kann, genauso wie's auch bei ChatGPT Health war so. Würde man's denn überhaupt nutzen?\n\nGerade irgendwie OpenAI, wir haben ja schon drüber diskutiert damals bei ChatGPT ChatGPT Health war's ja so, dass sie gesagt haben, das ist 'n komplett separater Bereich. Nur innerhalb von ChatGPT Health gibt's auch wirklich Zugriff darauf, aber ich meine, dass es immer mehr und mehr Kontext sind, irgendwie über dich über dich preisgibst und grade ich meine auch bei bei deinen Finanzen so, ne. Ist halt son bisschen die Frage, wenn Du halt irgendwelche Empfehlungen oder irgendwelche irgendwas auf Basis von von diesen Daten irgendwie haben willst. Ich mein, ist dasselbe wie bei Health, also auch bei den Finanzen ist ja halt relativ sensitive Daten und Du musst auf jeden Fall darauf verlassen können, dass das, was dann da irgendwie dir zusammengerechnet wird, auf jeden Fall auch richtig ist. Aber es ist trotzdem, also es ist natürlich in 'ner gewissen Form nur begrenzt, ne.\n\nAlso Du kannst halt nur im Endeffekt deinen ganzen Finanzplanung darüber machen, irgendwie Informationen darüber bekommen, kannst wahrscheinlich irgendwie dir sagen, okay, was hab ich in den letzten Monaten ausgegeben? Kann ich mir bestimmte Dinge leisten? Gib mir irgendwelche, in was soll ich investieren? Wie läuft's mit meinen NVIDIA Aktien? Aber so die Use Cases, ich mein, so solange Du halt auch nicht, ich mein, oftmals bei den ganzen Finanzplaner Apps und so wird ja auch viel Upsetting dann irgendwie noch zusammen mit Versicherungen und so weiter betrieben.\n\nAlso ich geh mal davon aus, dass es wahrscheinlich nicht lange dauert, bis wir dann auch Chat GPT Insurance bekommen, deine ganzen Insurance Pläne reinzumachen, dass Du auch diese Informationen dann da irgendwie mit drin hast. Aber ich denke mal, bis es bei uns 'n Thema wird, hier wird's wahrscheinlich noch eine ganze Weile lang dauern. Wir wissen, health ist schon schwierig irgendwie in der EU in der EU mit 'ner BaFin. Hier in Deutschland wird's natürlich noch mal sehr viel schwieriger, ob's überhaupt erlaubt wird, dass ChatGPT diese Zugriff diesen Zugriff hier in Deutschland auch bekommt. Aber ist natürlich die Frage so, keine Ahnung, jetzt Dennis eigentlich ist die wichtigste Frage für dich, würdest Du das anschalten?\n\nAlso wenn Du schon sagst, nein, dann dann dann wird's Philipp, nickt, was würdest Du's anmachen oder was?\n\nSpeaker 2: Ja, also was ich jetzt letztens hatte, eine Überweisung machen, wo Du 'n Foto einfach nur von, also ich hab meine Steuer zurückbekommen, dann kriegst Du halt dieses diesen Steuerschreiben und hast Du unten halt die IBAN und dann alles Zeug. Und ich hab das bei meiner Banking App getestet, wo Du Fotoüberweisung machen kannst, aber das ist sehr primitiv, sag ich mal. Und ich würd definitiv machen 'n Foto, hey, bitte vorbereite die Überweisung vor, dann kann ich's kurz gegenchecken und dann auf senden. Oder wenn ich sag, hey bitte, ich weiß nicht, schick Dennis 15 Euro für das Essen von gestern, wenn ich das übern prompt machen kann, supergern.\n\nSpeaker 1: Obwohl ich das, das hab ich bei ChatGPTfinance noch nicht ganz verstanden. Ich hab's nicht genau gesehen, aber es wirkte für mich so, dass es eher die Analyse und nicht Überweisung an der Stelle geht, oder? Oder kann ChatGPT finance dann auch die mich die Überweisung kümmern und so?\n\nSpeaker 2: Das weiß ich jetzt nicht, aber ich\n\nSpeaker 1: mein, wenn's nicht kommt. Sie Sie sprechen von, Reporting and planning in onesecure AI Plattform. Also es wirkte für mich nicht so, dass das jetzt dein Onlinebanking ersetzt, sondern das ist eher so was wie, was ist da denn hinter dem Finanzguru? Sind doch so diese diese 2 Twins, die dieses diese App da gestartet haben. So, das das ist ja eigentlich so der Use Case, ne?\n\nDu Du planst deine Finanzen und Du machst darüber keine Überweisung, so. Deswegen, so hatte ich's auch erst mal verstanden, dass Du sie eben, dass Du sie eben nicht deine Banking App ersetzt.\n\nSpeaker 0: Ja, ich ja, doch, ich würde ihm schon Zugriff geben. Andererseits würde ich mir jetzt auch nicht so viel von dem Absolut. Erhoffen. Also ich hätte ich hätte irgendwie ein health mehr interessant, muss ich sagen, wenn das an meine ganzen Gesundheitsdaten angeschlossen ist und das mir ab und zu so Tipps geben kann und mich irgendwie motivieren kann, was zu tun, würde ich im Moment größeres Potenzial sehen als, weil ich finde das 'n anderer Sache, also ja, keine Ahnung. Ich hatte das glaube ich auch hier erzählt, dass ich auf diesen Scamp Fass reingefallen bin, wo da stand, hey, ich hab hier mit Cloud das gebaut und Polymarket und mach das mal auch und dann dachte ich so, ja und dann aber ja Cloud sehr selbstkritisch zu gegeben hat, mach das mal lieber nicht, ich bin da nicht besser drin.\n\nDu, das das hilft nicht.\n\nSpeaker 1: Ja. Ja, ich glaub, es\n\nSpeaker 2: ist schon cool, weil also man geht, ich mein ChatGPT hat ja mittlerweile viele Features auch, die jetzt nicht von dir aus getriggert werden sind, sondern man hat ja diese Automations auch. Und ich mein, ich könnt dir auch eine Automation einfach ansetzen, so von wegen, hey, bitte achte auf mein Konto und wenn Du irgendwas Merkwürdiges siehst oder irgendwie halt diese Dinge halt dieses Alertingsystem oder Kreditkartenzeug oder Sagen\n\nSpeaker 0: wir so, ich ich sehe da 'n großes Potenzial für viele Leute und ich sehe 'n größeres Potenzial noch in den USA als in Europa. Ja, das würde ja auch bis Schubland denken, ist aber, was man so mitbekommt, was Kredite und überall und alles ist auf rum und und keine Ahnung,\n\nSpeaker 1: was Du Nein,\n\nSpeaker 0: das ist so. Genau, abzahlst und so was. Da und von der Mentalität, ich glaube schon, dass das da wirklich ganz gut sein kann, dass Du halt, ne, Du hast irgendwie x monatliche Zahlungen für irgendeinen Kack in der Abbezahlst und dass Du dir das, ne, guckt bis wann läuft das alles und so. Also dass Du wirklich da die Übersicht hast und dann da nicht komplett Differenz, Kann ich mir vorstellen. Ah, ja.\n\nSpeaker 1: Und ich mir wahrscheinlich ist auch am Ende, ne, die Schnittstelle Text auch einfach die bessere Schnittstelle als das, was, also wahrscheinlich sehr viel schneller das gleiche Featureset und dann direkt auch sehr viel Besseres erreichen als jetzt zum Beispiel sone Finanzplaner App, wo Du ja wirklich dann einfach auf den Use Case zugeschnitten ist so, aber natürlich auch die die Informationen, die Du da rausbekommen bekommst, ja teilweise auch etwas schwieriger sind so. Und jetzt will ich ich vergleich son bisschen, warum ich grad drauf komme, Wir haben auch grad die Diskussion bei uns in unserem Business Intelligence Bereich so, wo wir natürlich auch noch auf Tools sind, die jetzt teilweise Also wir haben auf jeden Fall, sind schon super da unterwegs und haben aber die Tools, die wir ursprünglich mal dafür gebaut haben, Daten zu analysieren oder dafür nutzen, auch 'n Google Tool, luca. Das hat keinerlei AI Integration. Da ist wirklich noch son bisschen sozusagen, ich klick mir zusammen, welche Daten ich irgendwie sehen möchte, aber parallel sind wir eigentlich schon alle dabei, dass wir unsere Agents mittlerweile mit so viel Kontext versehen haben, dass wir eigentlich auf die Rohdaten zugreifen können, wir mit diesen einfach nur mit dem Agent sozusagen darüber sprechen können, wenn wir bestimmte Auswertungen haben wollen.\n\nWir sind da zwar noch nicht auf dem Niveau, dass es dass wir das gleiche Vertrauen haben wie bei unserem standardisierten Dashboard Tooling so. Aber man merkt schon, es ist einfach eine ganz andere Art des Interagieren zum Arbeiten. So, wenn ich einfach per natürlicher Sprache einfach Fragen stellen kann, die ich habe und im Grunde genommen ist es bei Finanzen ja auch nichts anderes. Eigentlich will ich irgendwie in Mhm. Übersicht über die letzten Monate irgendwelche Besonderheiten haben, für was gebe ich mein Geld aus?\n\nSo, was hab ich vielleicht diesen Monat anders gemacht als im letzten so? Und auf welche Dinge könnt ich denn vielleicht achten so? Findest Du irgendwelche bestimmte Details, die irgendwie, die die ich vielleicht verändern sollte und grad diese ganzen Use Case, die meinen, wofür hab ich denn eigentlich Abos und so was? Und im Grunde sind es eigentlich immer nur ziemlich simple Fragen, die ich habe und das wahrscheinlich son Chatinterface, dass das bessere Interface dafür ist als ein dediziert gebautes, eine dediziert gebaute App dafür so. Und ich will ja auch auch, ich glaub, diese Finanzplanerdinger, ich glaub, der ja hauptsächlich hauptsächlich das Problem ist auch so, dass Du ja gar nicht, ist ja nicht sone App, die Du jeden Tag öffnest und jeden Tag da trackst, sondern Du gehst ja nicht ab und zu rein, dass ab und zu mal fragen.\n\nUnd aus Userperspektive ist es natürlich so, wenn ich das einfach in meinem Chat Tool hab und dann ab und zu immer schnell eine Frage über meine Finanzen stellen kann, ist wahrscheinlich der bessere Platz als dafür eine explizite App mit Abo.\n\nSpeaker 2: Ich glaub halt, dass wirklich, vor allem, in den USA Leute ChatGPT fragen, die also nicht unbedingt im nächsten Phoenix Game drin sind und fragen, hey, kann ich das kaufen? Im Sinne von, hey, hab ich, kann ich kann ich mir das leisten, so in dem Sinne. Und ich mein, warum nicht? Also es gibt bestimmt auch in Europa oder in Deutschland dann so. Und wenn's hilfreich ist und wenn's den Leuten dann am Ende Mehrwert bringt, warum nicht?\n\nSpeaker 1: Aber da ist wiederum die Frage, ne, in Amerika, wenn am Ende so, puncto Halluzination so, wenn's am Ende doch nicht leisten, was heißt leisten und so, ne, ist dann am Ende bisschen wie dieser Disclaimer so, packen Sie die Katze nicht in die Mikrowelle.\n\nSpeaker 2: Ich weiß nicht, wenn Du jetzt schon nicht dein Konto richtig verstehst und nicht weiß, wofür Du Geld ausgibst, dann ich glaub, so sind\n\nSpeaker 3: wir sind wir\n\nSpeaker 1: sind Ja, wir als Deutsche können's\n\nSpeaker 0: nicht nachholen. Wir würden so argumentieren, wir sind noch mal keine Amis.\n\nSpeaker 2: Ja, aber ich glaub, es gibt viele Menschen, denen's so geht, die nicht genau wissen, was für Subskriptions 'n Zeug die haben. Und ich mein ja, ein großer Teil von Clark und Finanzguru ist ja, dass die für dich diese Dinge erkennen. Und ich bin mir Also ich mein, Jet GBT oder die die Menschen von Open Air sind ja nicht irgendwie schlecht. Das heißt, die werden sich schon anschauen, was die anderen an Features bereitstellen und ey, können wir das auch irgendwie bereitstellen?\n\nSpeaker 1: Ja, klar. Und das Modell selbst ganz wahrscheinlich auch schon sehr viel schneller einfach so, das so, dass Du dafür krass drauf trainieren musst.\n\nSpeaker 0: Ja.\n\nSpeaker 1: Gut.\n\nSpeaker 0: Dann lass uns noch über Gott und die Welt sprechen.\n\nSpeaker 1: Über Gott und die Welt, ja. Ja, ich mein, schon sehr interessant, ne. Ich weiß ja gar nicht, ich,\n\nSpeaker 0: ja, da halten uns ja selten über Religion so. Ich weiß ja gar nicht,\n\nSpeaker 1: ich bin immer davon ausgegangen, wir dass hier 3 Atheisten zusammensitzen. Ich bin\n\nSpeaker 0: mal gespannt, was was ihr was ihr\n\nSpeaker 1: mir gleich erzählt, was eure Konpression ist, die ich bisher noch nicht kenne. Ich bin ja auch katholisch geprägt, deshalb ich natürlich die Also worum geht's. Der Papst hat eine Enzyklika veröffentlicht und die geht über KI. Und\n\nSpeaker 0: ich mein,\n\nSpeaker 1: für alle, die jetzt nicht wie ich im katholischen Milieu aufgewachsen sind, vielleicht, was ist eine Enzyklika? Im Grunde genommen ist das so das wichtigste Lehrschreiben, das 'n Papst überhaupt veröffentlichen kann. Es ist sone Art offizielles Grundsatzpapier, so berühmte Beispiele sind Reherung. Nur warum? Achtzehnhunderteinundneunzig über die Arbeit der Rechte der Industrialisierung.\n\nDann gab's Lauda Tussy von 2015, das war über den Klimawandel und Was ist\n\nSpeaker 0: denn alles Song?\n\nSpeaker 1: Ja, laut. Mit Lauda Toucise auch 'n Kirchenkong.\n\nSpeaker 0: Ah, okay.\n\nSpeaker 1: Wie geht der wie geht der weiter, der Malison?\n\nSpeaker 0: Ist egal. Signore?\n\nSpeaker 2: Nee. Ja, das wahrscheinlich, der alles irgendwie so.\n\nSpeaker 0: Das ist\n\nSpeaker 1: 'n das ist 'n Kirchenkong. Nur also ich mein nicht, der seid ihr scheinbar nicht sonderlich christlich oder kirchlich geprägt. Von daher jetzt das nächste vom das und das Erste vom aktuellen Papst über KI mit dem Namen Magnifica Humanitas, großartige Menschlichkeit und son bisschen über, also Einlauten der Kirche in Bezug auf künstliche Intelligenz. Und ich hatte's ja vorhin schon gemeint, also bei der Vorstellung stand neben dem Papst auf der Bühne Christopher Ola, Mitgründer von Intropic, also und ist natürlich auch erst mal superinteressant, wo also welche Kreise es einfach zieht, wo überall KI diskutiert wird und son bisschen, wenn man uns anschaut, so die die wichtigsten Aussagen sozusagen, die in diesem in diesem Enzyklika so getroffen wurden, ist so die die Annahme des Papstes so Technologie ist nie neutral, sondern sie trägt son bisschen die Eigenschaft derer, die sie entwickeln, finanzieren und regulieren, was glaube ich son großer Diskussionspunkt davon ist so und hat in dem Zug auch bisschen diese Babel Metapher, also den Turmbau zu Babel irgendwie getroffen, so. Die Menschheit vor der Wahl will sie den nächsten Turm zu Babel bauen oder eher die gemeinsame Stadt mit Gott.\n\nDann so, Macht darf nicht konzentriert werden. Also es sollten, wenn die KI in den Händen von wenigen ist, dann wird's irgendwie den Graben nur noch größer machen und irgendwie die Verantwortung muss an jedem Punkt klar sein. Das war auch son bisschen das, was Christopher Ohler da auch 'n bisschen mich sich mit eingeschaltet hat, wo's natürlich klar ist so, Antropic positioniert ja auch so als das Unternehmen in Richtung so Safety und AI und so. Und trotzdem hat auch er da gesagt in diesem in diesem Zuge so, ist natürlich in dem ganzen Zuge, bei diesen Bewertungen so was nicht ganz so einfach, immer diesen Grundsätzen am Ende auch zu folgen, weil es eben ein privates Unternehmen ist, was einen wirtschaftlichen Erfolg natürlich auch irgendwie anstrebt und da in bei sonem Thema natürlich auch nicht immer ganz einfach ist sozusagen, alle Grundsätze miteinander in in Einklang zu bringen, so. Und deswegen so, ich würde sagen, so die die konkreten Sorgen, die der Papst da so benannt hatte, eben die Machtkonzentration, so die der Energieverbrauch, aber auch so autonome Waffensysteme war noch mal einen großes Thema.\n\nUnd genau, es ist so, ist, glaube ich, noch mal insofern Also man kann son bisschen fragen, okay, was hat das jetzt fürn Einfluss so? Man kann einerseits sagen, gut, die Kirche hat sich einfach dazu positioniert, wird keinen weiteren großen Einfluss irgendwie haben. Dann muss man natürlich aber auch sagen, in Amerika so, grade irgendwie bestimmte Einordnung von der Kirche und so was sind auch am Ende so, dass sie Einfluss darauf haben, wie Firmen arbeiten. Also ich kann mir schon vorstellen, dass wir so in, das hatte, glaub ich, auch der der Janemann an sonem Intend Channel son bisschen geteilt, ne, dass son bisschen die Frage ist so, werden sich ab jetzt HR Abteilungen wieder mit beschäftigen müssen so, wenn irgendwie christlich geprägte Mitarbeiter irgendwie sagen, so in der Richtung nach der Aussage des Paps und so was. Ich will KI und so was gar nicht so stark nutzen, weil's eben teilweise die Meinung derjenigen mitträgt, die die KI die die KI trainieren und so.\n\nUnd son bisschen also fängt es ein neuer Diskurs in Firmen an, wenn man sozusagen vielleicht nach der kirchlichen Definition nicht dazu gedrängt werden kann, per Policy mehr KI zum Beispiel zu nutzen, so. Also ich glaub, da fangen könnten noch mal ganz neue Diskussionen irgendwie anfangen, aber ist natürlich schon einfach so krass, ne. Wenn man's noch mal wenn man's noch mal zusammenfasst so die Enzyplika so, Arbeiterrechte, Klimawandel, KI. So, ist schon, zeigt, glaube ich, auch noch mal weiter auf, welchem Niveau des Themas, wenn Sie hier grade befinden.\n\nSpeaker 2: Ich hab das nicht mitbekommen und auch nicht verfolgt.\n\nSpeaker 0: Ja, ist also Aber was ist\n\nSpeaker 1: denn so, weil das ist, seid ihr eigentlich, ist ist immer von euch beiden dran eine Kirche? Ich geh mal nicht davon aus, wenn ihr das nicht mitbekommen habt. Also ihr habt den Papst Livestream nicht geschaut.\n\nSpeaker 0: Den den Papst Newsletter.\n\nSpeaker 2: Nein. Ich mein, das Einzige, was ich damals mitbekommen hab, als er Papst geworden ist, dass der Papst relativ für einen Papst ein moderneres Denken hat. Das hab ich damals mitbekommen.\n\nSpeaker 1: Er ist US Amerikaner auch.\n\nSpeaker 0: Ja, genau. Ich mein,\n\nSpeaker 2: ich weiß nicht, interessiert mich nicht persönlich, muss ich sagen.\n\nSpeaker 1: Ja, also ich mein, ich es mich am Ende auch nicht, aber es ist einfach, ich find's schon an sich einfach noch mal son bisschen Zeichen gerade auch. Wie gesagt, kriegst Frau Ulla Enschopick auf einmal da bei der bei der Enzyklika von der Kirche irgendwie mit auf der Bühne steht, sondern das ist schon irgendwie verrückte Welt. So und wie gesagt, in den USA kann ich mir schon vorstellen, dass das noch mehr Thema ist wird.\n\nSpeaker 0: Da ist es\n\nSpeaker 1: ja durchaus etwas extremer, auch was die was die christliche Prägung angeht. Ah, dann könnte die Kirche das ja finanzieren vielleicht. Genug Geld hätten sie auf jeden Fall, ja. Vielleicht vielleicht haben wir bald Modelle von der Kirche.\n\nSpeaker 2: Du meinst, dass die anstatt eine neue Kirche bauen, 'n neuen Servicecenter mit 'ner Million GPS? Na ja,\n\nSpeaker 0: wenn Sie sagen, es muss alles muss ordentlich gemacht werden und mit 'nem mit 'nem guten Gemeinschaftssinn?\n\nSpeaker 2: Ja, ich mein, das will ja jeder. Also ich glaub, da gibt's niemand auf der Welt, der sagt, ey, macht, was ihr wollt und ist gut, wenn 1 die grad so, ich glaub, das würde ja niemand sagen.\n\nSpeaker 0: Ja. Ja. Ja. Ich mein, ja, es sind spannende sind spannende Themen, ne, die keine Ahnung, wir könnten jetzt, aber das wird heute, das machen wir machen wir in der nächsten News Folge. Wir könnten jetzt grad noch mal abbiegen auf, wo ihr auch ethnische ethische Fragen von von im Detail jetzt noch mal welches geht und so, aber kann natürlich irgendwie schon Einstellungen haben und dann sich auch sehr extrem positionieren und sagen, ne, man möchte das damit nichts zu tun haben und das das nicht haben und so.\n\nSpeaker 1: Okay. Ja. Und mein, natürlich sagt das auch jeder so, aber ich glaube, es ist ja trotzdem, der Part ist so, es ist ja trotzdem und das bleibt der Fall, es hat ja auch Christopher Ole auf der Bühne gesagt so, ein paar wenige private Unternehmen, die sich da grade ein großes Rennen liefern und eben am Ende ist es so, da gibt es dann durchaus noch mal andere Anreize, vielleicht auch dem Ziel der der der der der Menschheit im Ganzen etwas Gutes zu tun, vielleicht auch noch mal andere Anreize irgendwie gesetzt werden. Ich glaub, das ist halt schon die Grundproblematik und ich kann mir schon vorstellen, dass wie gesagt, auf mich hat das auch keinerlei Einfluss so. Ich bin da eher auf eurer Seite so, aber das ist Man kann, glaube ich, nicht bestreiten, dass es dass es einen Einfluss hat, wenn sich Kirche dazu positioniert und oft viele Leute einen Einfluss hat, die auch sich in dieser Community, in dieser AI Community ein großer Teil davon sind so.\n\nAlso es ist nun mal grade auch in den USA vielleicht im Silicon Valley prozentual gesehen weniger als auf die Gesamtpopulation der USA. Aber trotzdem glaube ich nicht, dass es dass es ohne Impact irgendwie ist, aber die Frage ist, ob es was an dem Lauf der Dinge verändert. Ich würde wahrscheinlich auch daran zweifeln, aber löst vielleicht noch mal 'n ein oder anderen sinnvollen Diskurs aus.\n\nSpeaker 0: Ja. Ja, für mich ist da auch immer irgendwie die, also mal ähnlich mit der Wirtschaftlichkeit, was ich gesagt hab, sondern es wird halt nicht irgendwie das ein Unternehmen geben, was exorbitante Preise dafür verlangen kann, weil's dann halt andere gibt, die das irgendwie ausgleichen. Und son bisschen ist ja auch die Entwicklung mit den Open Modellen, die wir haben, die sind auch immer besser und sie hinken halt irgendwie in der Zeit 'n bisschen hinterher von ihren Capabilities, aber also, ne, mein mein Optimismus würde ich mir sagen, wir finden doch immer noch auch Wege, das das 'n bisschen dann auszugleichen. Und am Ende, klar, haben wir trotzdem die gleichen Problematiken, die wir jetzt auch schon haben, dass es wenige große Firmen gibt, wo das ganze Geld am Ende lande, aber da endet eher eigentlich jetzt nicht so viel dran.\n\nSpeaker 1: Das stimmt.\n\nSpeaker 0: Judith, Armen. Wenn ihr, wenn ihr Das kennen\n\nSpeaker 1: sie aber, oder? Armen. Sagt euch was.\n\nSpeaker 0: Amen kenn ich. Ich bin tatsächlich athistisch, wie nennt man das denn? Geboren? Nein, geboren, alle werden zogen, geboren. Aber auf jeden Fall, ich wurde nie getauft.\n\nIch war nie ein, genau.\n\nSpeaker 2: Dann heißt Du gar nicht Dennis, dann bist Du eigentlich niemand.\n\nSpeaker 0: Ich hab mir das, was den Namen nie nie offiziell bekommen. Ja. Genau.\n\nSpeaker 2: Da Nee, nee, hab da tatsächlich\n\nSpeaker 0: hab da tatsächlich\n\nSpeaker 2: früher Spaß gemacht. Also ich bin katholisch aufgewachsen. Ich fand das auch interessant, vor allem in der Oberstufe, wo man dann nicht nur den katholischen Blickwinkel hatte, sondern auch Buddhismus und muslimische, das fand ich gut. Ich weiß nicht, was heutzutage ist, aber ist definitiv hilfreich, wenn man das lernt, find ich.\n\nSpeaker 0: Ja, dafür gibt's ja Ethik.\n\nSpeaker 2: Ja, bei mir hieß es Religion. Ja.\n\nSpeaker 1: Ja, ja, ich glaube, ja, ich hör wieder zurück. Wir könnten eine weitere Diskussion auch machen, aber bei Minute 45 ich nicht über die Sinnhaftigkeit von Religionsunterricht streiten. Aber ja, ich find das ist schöner, dass wir können Philipp selber lieber erst mal stehen lassen als als meine Meinung zu dem Thema.\n\nSpeaker 0: Genau. Wenn ihr 'n Tag dazu habt, den ihr gerne loswerden wollt und den wir hier teilen sollen, dann schreibt uns gerne an Podcast at Programmier Punkt bar. Ja, aber das ist nicht.\n\nSpeaker 2: Religion 'n sehr gutes Thema, wo man also viel dazu lernen kann, wie man diskutiert und wie man sich versucht, in die Gedanken von anderen Menschen reinzusetzen und so was?\n\nSpeaker 1: Ja, ich mein, auf jeden Fall. Im Grunde genommen geborene ich dir auch komplett recht. Ich glaub, ist immer die Frage son bisschen, welchen Religionsunterricht hat man genossen in seiner Zeit? Und am Ende hängt geht dieses Thema stark dran ab, welche Lehrer Du hast. Und Klar.\n\nEs war,\n\nSpeaker 0: Sagen\n\nSpeaker 1: wir mal so. Ich bin glaub eher auf der die schlechten Seite, was die Qualität heißt. Das ist der Religionsberichte, ja.\n\nSpeaker 2: Wenn Du nicht gehofft hast, einmal ein Foto umzubeten und 'n Rosenkranz und dann nee,\n\nSpeaker 1: ich weiß, also es es wird einfach wenig Disk Gut, ich bin, später bin ich auch mal zur Ethik gewechselt, aber auch so, weil ich dann irgendwie in der zehnten Klasse nicht eingesehen hab und einfach meine meine meine meine Prüfung immer komplett leer abgegeben wollte und irgendwie dreimal 0 Punkte hab und dachte halt, okay, mir reicht's ja, wenn ich 2 Punkte 3 Punkte mündlich hab so. Dann kam ich zum Studienratsleiter und er hat mir dann irgendwie angeraten, so, dann geh doch in Ethik so. Und dann kam ich in Ethik und gefühlt war's halt wieder so, dass ich irgendwie dachte, ah, es war jetzt so na ja und dann hab ich da mein bei der meiner nächsten Arbeit hab ich dann gesagt, okay, hier alles klar. Ich mich hin das jetzt wieder nicht, aber weil der Lehrer nett ist, schreib ich ihm wenigstens 'n Aufsatz, warum ich nichts warum ich hier nichts beantworte so. Und dann hat er mich dazu gebracht, wollt die Arbeit abgemeldet, hab ich jetzt gefragt, komm, mach doch wenigstens, die erste Aufgabe ist nur die Zusammenfassung des Textes.\n\nMach doch das. So und dann hab ich die Zusammenfassung davon geschrieben und am Ende hab ich auf diese Zusammenfassung dann so bekommen, dass ich 3 Punkte auf der Arbeit bekommen hätte. Der hat's aber dann so gemacht, dass er den Fehlerquotienten, er hat er hat mal all meine Rechtschreibfehler aus der Zusammenfassung als auch meinem Text, warum ich nicht schreibe, die da hat er die Fehler gezählt, hat's aber nur als Nenner sozusagen genommen, die Word die Anzahl von Wörtern aus der Zusammenfassung. Das heißt, mein Fehlerquotient war ultrahoch, weil er die Rechtschreibfehler aus beiden Texten, aber die Wortanzahl nur aus der Zusammenfassung genommen hat und am Ende kamen wieder 0 Punkte bei raus. Und ab dann hab ich mein Ja, von daher ist das eine sehr persönliches Geschichte.\n\nSchönes Geld.\n\nSpeaker 2: Dann enden wir damit, dass Fabi ein Legastheniker ist. Ja,\n\nSpeaker 0: auf jeden Fall. Ich bin wirklich 'n Legastheniker.\n\nSpeaker 1: Also ich bin 'n Kommalegastheniker. Ich hab in meiner meiner IHK Abschlussprüfung zum Fachinformatiker, habe ich jegliche Punkte für Rechtschreibung abgezogen abgezogen bekommen, aber nur für schlechte Kommasetzung. Ich hab sozusagen das Maximale, was man für Rechtschreibung abgezogen bekommen hat, für Kommasetzung abgezogen bekommen. Aber in puncto AI ist es ja\n\nSpeaker 0: mir jetzt egal. Ich kann's\n\nSpeaker 1: einfach durch AI jagen. Ich muss das nicht mehr können. Das ist super. Ich weiß nicht.\n\nSpeaker 2: Aber bist Du dann jemand, der darauf achtet, ob sein prompt korrekt geschrieben ist oder ist es dir komplett egal oder sprichst Du mit?\n\nSpeaker 1: Ich schreib nur noch und das war ja noch, also das also das Thema von damals, eine. Das war schon damals ja kompletter Quatsch so. Ich krabbel da rein und das Richtige kommt raus.\n\nSpeaker 2: Nee, da hatte ich, ach, ich\n\nSpeaker 1: gar nicht drauf. Sprechen, sprechen ist das neue Schreiben.\n\nSpeaker 0: Okay. Damit entschuldige. Macht's gut, hat eine gute Woche. Tschau, tschau. Bis dann.\n\nTschüs.",[24795,24808,24815,24822,24825,24832,24845,24858,24871,24884,24889,24893,24898,24903,24907,24912,24916,24929,24940,24953,24966,24979,24986,24990,25001,25005,25017,25030,25037,25050,25055,25066,25075,25079,25092,25097,25105,25112,25116,25129,25134,25140,25153,25157,25169,25182,25186,25192,25199,25204,25208,25213,25225,25238,25251,25256,25266,25279,25289,25294,25307,25315,25326,25335,25341,25345,25358,25369,25372,25384,25397,25410,25415,25422,25431,25444,25450,25458,25463,25473,25477,25487,25491,25499,25507,25519,25523,25531,25544,25548,25552,25564,25577,25589,25602,25614,25618,25628,25637,25641,25654,25660,25671,25675,25680,25686,25693,25697,25709,25720,25733,25746,25751,25764,25769,25774,25778,25782,25788,25799,25805,25808,25811,25815,25824,25831,25837,25841,25851,25855,25868,25872,25876,25882,25886,25890,25895,25900,25904,25917,25930,25942,25952,25956,25960,25969,25973,25981,25985,25991,25995,26004,26008,26018,26024,26029,26035,26045,26056,26064,26074,26077,26083,26090,26101,26105,26110,26116,26120,26124,26134,26138,26143,26151,26158,26162,26175,26179,26182,26190,26194,26207,26220,26224,26229,26235,26246,26252,26262,26266,26274,26278,26284,26295],{"sentences":24796,"speaker":126,"num_words":24807,"start":124,"end":549},[24797,24799,24801,24803,24805],{"text":24798,"start":124,"end":159},"Hallo und herzlich willkommen zu den AI News 23.",{"text":24800,"start":164,"end":215},"Wir reden heute über ein paar Neuigkeiten von Nvidia, was die gerade gemacht haben.",{"text":24802,"start":220,"end":313},"Lord hat 'n kleines Update gemacht mit 4 Punkt 8 und gleichzeitig die Company dahinter, eine, ist jetzt die wertvollste AI Company, darüber reden wir ein bisschen.",{"text":24804,"start":318,"end":342},"Personal Finance mit ChatGPT ist ein Thema.",{"text":24806,"start":342,"end":549},"Wenn wir dazu kommen, reden wir noch, was der Papst und AI miteinander zu tun haben und wir können auch noch mal 'n Ausflug unternehmen über son bisschen Streitigkeiten da draußen zwischen Entwickler*innen, die AI gar nicht gut finden und sie praktisch aus ihren Open Source Projekten ausschließen und Leuten, die das wiederum die Art, wie das passiert, auch nicht feiern.",118,{"sentences":24809,"speaker":126,"num_words":24814,"start":553,"end":626},[24810,24812],{"text":24811,"start":553,"end":601},"Bisschen die Diskussionen, die wir parallel mitbekommen haben, können wir auch gerne noch mal drüber sprechen.",{"text":24813,"start":605,"end":626},"Ich bin Dennis und zugeschaltet sind",22,{"sentences":24816,"speaker":106,"num_words":24821,"start":628,"end":645},[24817,24819],{"text":24818,"start":628,"end":637},"der Fabi Fink.",{"text":24820,"start":637,"end":645},"Hallo und der?",6,{"sentences":24823,"speaker":652,"num_words":106,"start":649,"end":650},[24824],{"text":654,"start":649,"end":650},{"sentences":24826,"speaker":126,"num_words":24831,"start":656,"end":687},[24827,24829],{"text":24828,"start":656,"end":669},"Gut, wer möchte beginnen?",{"text":24830,"start":673,"end":687},"Ja komm, fangen wir noch",9,{"sentences":24833,"speaker":106,"num_words":24844,"start":687,"end":946},[24834,24836,24838,24840,24842],{"text":24835,"start":687,"end":738},"mal an mit dem jetzt schon mal gesagt, Entropic wertvollstes Unternehmen oder so.",{"text":24837,"start":738,"end":750},"Ich mein Ja.",{"text":24839,"start":754,"end":819},"Das ist eine Zahl bei der, glaub ich, wenn man's irgendwie mal irgendwann mal, echt mal innehalten muss.",{"text":24841,"start":819,"end":890},"Also Entropic ist jetzt nach ihrer neuen Finanzierungsrunde mit 965000000000 Dollar bewertet und jedenfalls vor knapp 2 Wochen ihre Finanzierungsrunde abgeschlossen.",{"text":24843,"start":890,"end":946},"30000000000 Dollar haben sie eingesammelt und haben damit OpenAI erstmals überholt, die zuletzt mit 852000000000 bewertet wurden.",72,{"sentences":24846,"speaker":106,"num_words":24857,"start":949,"end":1418},[24847,24849,24851,24853,24855],{"text":24848,"start":949,"end":1079},"Und ich mein, das ist eine an sich schon mal echt krass, aber in welcher Dimension wir uns da mittlerweile bewegen, aber ich meine, das Verrückte daran ist ja auch, was man damit bekommt, son bisschen das Wachstum von Entropic, ne.",{"text":24850,"start":1079,"end":1196},"Also wenn man sich das erste Quartal 2026 anschaut, dann sind sie Faktor 80 gestiegen, also nicht 80 Prozent, sondern 80 mal so viel an Runrate, so was sie eben an Kohle raushauen, vergrößert.",{"text":24852,"start":1200,"end":1224},"Und das ist aktuell liegen sie bei 47000000000 Dollar.",{"text":24854,"start":1224,"end":1287},"Sie haben aber auch gleichzeitig, und das ist ja interessante ihr erstes profitables Quartal mit 559000000 Dollar operativen Gewinn.",{"text":24856,"start":1287,"end":1418},"Ich mein, wir hatten's häufiger mal schon, als wir uns über OpenAI und ihre Prognose unterhalten haben, da stand ja mal das Jahr 2030 im Raum, obwohl es, glaub ich, zuletzt von OpenAI als das profitable Quartal auch schon wieder korrigiert wurde.",145,{"sentences":24859,"speaker":106,"num_words":24870,"start":1418,"end":2024},[24860,24862,24864,24866,24868],{"text":24861,"start":1418,"end":1462},"Aber das war so zu den ersten großen Finanzierungsrunden, was wir immer mal hatten.",{"text":24863,"start":1462,"end":1514},"Und es ist natürlich schon sehr, sehr beeindruckend, was Antropic da in der Zeit hingelegt hat.",{"text":24865,"start":1514,"end":1627},"Ich mein, dazu haben wir auch uns in dem letzten an der letzten News drüber unterhalten, dass auch Andre Capathie, der mal Mitgründer von Open AI war, bei Tesla war, häufiger hier zitiert wurde, auch zu Entropic gewechselt ist.",{"text":24867,"start":1627,"end":1915},"Und dass auf jeden Fall die Vorzeichen ziemlich gut stehen für En tropic, weil ich mein auch in unserem Vorausblick für das Jahr haben wir uns da 'n bisschen drüber unterhalten, worum wird's dieses Jahr son bisschen gehen im Zuge von AI und ein Part, den wir prognostiziert haben, war ja auch der Part mit, dass es sehr viel Businesskunden gehen wird und auch das ist der Part, den man in dieser ganzen Finanzierungsrunde son bisschen mitbekommen hat so, wo man sich die Frage stellen kann, wo liegt OpenAir mit dem Enterprise Business?",{"text":24869,"start":1915,"end":2024},"Weil die Big Four, PwC, KPMG, Goldman Sachs, Gates Foundation irgendwie alle bei En tropic und so, wer ist eigentlich bei Open Air Air Enterprise so außer Microsoft vielleicht?",191,{"sentences":24872,"speaker":106,"num_words":24883,"start":2027,"end":2390},[24873,24875,24877,24879,24881],{"text":24874,"start":2027,"end":2075},"Also auf jeden Fall echt einiges in Sprünge gemacht und schon verrückt, wo Antropic mittlerweile gelandet ist.",{"text":24876,"start":2075,"end":2204},"Und ich mein, man wird auch später 'n bisschen merken, ne, falls wir noch zu dem Punkt kommen mit dem Papst, der auch über KI redet, auf der Bühne mit dem Papst war ein Mitgründer von von En Tropic und eben nicht 1 der anderen Firmen.",{"text":24878,"start":2204,"end":2263},"Also es ist schon beachtlich, wo sie jetzt mittlerweile gelandet sind, jetzt einfach das wertvollste Unternehmen, AI Unternehmen der Welt sind.",{"text":24880,"start":2266,"end":2334},"Und ich mein auch in dem Rennen rund IPOs, so, ne, ist das nur am Rande, stehen's ja auch gefühlt alle davor.",{"text":24882,"start":2334,"end":2390},"SpaceX soll jetzt irgendwie in 2 Wochen den IPO machen, wozu ja dann XAI son bisschen mitgehört.",123,{"sentences":24885,"speaker":106,"num_words":24888,"start":2390,"end":2429},[24886],{"text":24887,"start":2390,"end":2429},"Das ist kein reiner AI IPO, aber Open AI und Entropebing 2",12,{"sentences":24890,"speaker":652,"num_words":652,"start":2429,"end":2435},[24891],{"text":24892,"start":2429,"end":2435},"Wochen später",{"sentences":24894,"speaker":106,"num_words":24831,"start":2438,"end":2471},[24895,24896],{"text":2442,"start":2438,"end":2439},{"text":24897,"start":2439,"end":2471},"Siehst Du mal, das hatt ich keinen Bock.",{"sentences":24899,"speaker":652,"num_words":24902,"start":2476,"end":2499},[24900],{"text":24901,"start":2476,"end":2499},"Nein, ja, das war das, was, wenn",7,{"sentences":24904,"speaker":106,"num_words":652,"start":2502,"end":2507},[24905],{"text":24906,"start":2502,"end":2507},"Ach so.",{"sentences":24908,"speaker":652,"num_words":24911,"start":2509,"end":2560},[24909],{"text":24910,"start":2509,"end":2560},"SpaceX oder XAI public geht, dann wollen die die Kaufoption nach 2 Wochen für 30000000000 bei Cursor ziehen.",18,{"sentences":24913,"speaker":126,"num_words":8061,"start":2563,"end":2570},[24914],{"text":24915,"start":2563,"end":2570},"Siehst Du mal.",{"sentences":24917,"speaker":106,"num_words":24928,"start":2574,"end":2994},[24918,24920,24922,24924,24926],{"text":24919,"start":2574,"end":2632},"Ja, aber da ist ja, zumindest En Tropic als auch OpenAI sind ja auch dabei, daran zu arbeiten im IPO.",{"text":24921,"start":2632,"end":2656},"Ich mein, En Tropic hat's son bisschen relativiert.",{"text":24923,"start":2656,"end":2702},"Sie haben's ja irgendwie so kurz davor, es irgendwie einzureichen, haben sie gesagt Wahnsinn.",{"text":24925,"start":2706,"end":2913},"Weil das SEC Gestern Genau, aber sie haben's eingereicht, ne, aber zum SEC, aber sie haben in ihrer Normalerweise, wenn man das einreicht beim SEC, dann ist eigentlich da so das, was die großen Firmen dann son bisschen in ihrem Sprech machen, ist, sobald SEC durch ist, kommt dann zeitnah der IPO und Entropic hat schon eher, sobald das SEC durch ist, haben Sie die Option, eine IPO zu feilen.",{"text":24927,"start":2913,"end":2994},"Also son bisschen so, Sie behalten sich, glaub ich, 'n bisschen vor, den Zeitpunkt davon zu definieren, weil natürlich 'n bisschen die Frage ist, okay, was ist da der richtige Zeitpunkt?",143,{"sentences":24930,"speaker":106,"num_words":24939,"start":2994,"end":3167},[24931,24933,24935,24937],{"text":24932,"start":2994,"end":3012},"Wie ist da grade das Momentum?",{"text":24934,"start":3012,"end":3048},"Und es sein kann, dass es auch bei ihnen noch 'n bisschen dauert.",{"text":24936,"start":3048,"end":3111},"Also so der der Sprech lässt son bisschen sich die Frage stellen, auch wenn sie's gefeilt haben und SEC, dann sagt sie dürfen.",{"text":24938,"start":3111,"end":3167},"Ob das dann wirklich auch zeitnah passiert, ist noch die andere Frage, aber aber dieses Jahr ist schon mehr als wahrscheinlich.",63,{"sentences":24941,"speaker":126,"num_words":24952,"start":3170,"end":3389},[24942,24944,24946,24948,24950],{"text":24943,"start":3170,"end":3199},"Du als alter Bankangestellter noch mal so die Basics davon.",{"text":24945,"start":3199,"end":3275},"Wenn wir jetzt von diesen Bewertungen sprechen, die Sie jetzt haben, die basieren darauf, irgendwie es wird Geld investiert, da kriegt man x Prozent der Company für.",{"text":24947,"start":3279,"end":3300},"Das gibt dann diesen Gesamtwert, der da rauskommt.",{"text":24949,"start":3303,"end":3338},"Wenn jetzt an die Börse gegangen wird, wie definiert sich dann der Marktpreis?",{"text":24951,"start":3342,"end":3389},"Also wie definieren die, wie viel sie auf den Markt tun und zu welchem Preis das denn ist?",76,{"sentences":24954,"speaker":106,"num_words":24965,"start":3394,"end":3675},[24955,24957,24959,24961,24963],{"text":24956,"start":3394,"end":3458},"Na gut, im Endeffekt ist die Bewertung des Unternehmens, das leitet sich ja dann auch genau da daraus ab son bisschen, ne.",{"text":24958,"start":3458,"end":3492},"Ich mein, die werden nicht den kompletten Anteil auf den Markt werfen.",{"text":24960,"start":3492,"end":3617},"Wir hatten's ja auch schon mal so, als es darum ging, dass keine Ahnung bei Open Air Island so was ja, also wie kriegen denn eigentlich diese Investoren, die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können?",{"text":24962,"start":3621,"end":3659},"Das die da ihr Geld reinstecken, was sind die Wege, wie sie sozusagen Kohle verdienen können?",{"text":24964,"start":3659,"end":3675},"Es gibt eigentlich genau nur 2 Wege.",100,{"sentences":24967,"speaker":106,"num_words":24978,"start":3675,"end":3924},[24968,24970,24972,24974,24976],{"text":24969,"start":3675,"end":3739},"Das eine ist der IPO, das ist eben public wird und dann können sie nämlich ihre Anteile verkaufen, die sie bisher nur investiert haben.",{"text":24971,"start":3739,"end":3818},"Also im Grunde genommen haben die Investoren sowie auch die Mitarbeiter von den Tropic, die mit Anteilen sozusagen vergütet werden zum Teil, 2 Möglichkeiten daraus Geld zu machen.",{"text":24973,"start":3818,"end":3851},"Das eine ist IPO, das andere ist, dass die Firma verkauft wird, so.",{"text":24975,"start":3851,"end":3870},"Und das ist jetzt sozusagen der IPO Weg.",{"text":24977,"start":3870,"end":3924},"Und ich kann's ja am Ende auch nicht genau sagen, wie sich jetzt der Share Preis da genau ergibt.",92,{"sentences":24980,"speaker":106,"num_words":24985,"start":3924,"end":3990},[24981,24983],{"text":24982,"start":3924,"end":3979},"Aber im Grunde genommen ist es, wie viel Prozent der Firma dann da sozusagen werden und was die Bewertung der Firma ist.",{"text":24984,"start":3979,"end":3990},"Aber so genau bin ich",27,{"sentences":24987,"speaker":126,"num_words":652,"start":3990,"end":3997},[24988],{"text":24989,"start":3990,"end":3997},"nicht drin.",{"sentences":24991,"speaker":652,"num_words":25000,"start":4001,"end":4257},[24992,24994,24996,24998],{"text":24993,"start":4001,"end":4049},"Ist der, wo der der Price errechnet aus 'ner Zusammenarbeit zwischen dem SEC und Banken.",{"text":24995,"start":4053,"end":4120},"Und es geht Benchmarks, Roadshow, also halt alle Zahlen mehr oder weniger und das Interesse und wie aufm privaten Markt bisher gekauft wurde.",{"text":24997,"start":4123,"end":4169},"Aber dann kann halt natürlich auch sein, wenn das public geht, dass keiner kauft und der Preis dann halt droppt.",{"text":24999,"start":4169,"end":4257},"Also die können vielleicht mit 1 Trillion starten, aber wenn dann warum auch immer kein Interesse plötzlich mehr da ist, was aktuell da ist, das auch ganz schnell auf 600000000000 oder so was dann runtergehen.",93,{"sentences":25002,"speaker":106,"num_words":24911,"start":4260,"end":4313},[25003],{"text":25004,"start":4260,"end":4313},"Genau, und je nachdem, was auch die Leute investiert haben, ein besseres oder schlechteres Geschäft an dieser Stelle.",{"sentences":25006,"speaker":652,"num_words":25016,"start":4316,"end":4523},[25007,25008,25010,25012,25014],{"text":4319,"start":4316,"end":4317},{"text":25009,"start":4321,"end":4334},"Ich find's auf jeden Fall interessant.",{"text":25011,"start":4334,"end":4365},"Ich bin gespannt, ob Sie wirklich bis Ende des Jahres warten.",{"text":25013,"start":4369,"end":4451},"Weil ich ich weiß nicht, ich, für mich ist es son bisschen hart zu verstehen, okay, wir haben halt den riesen, das Riesenwachstum, also Sie haben ja gesagt 47000000000 Revenue.",{"text":25015,"start":4455,"end":4523},"Was bedeutet, wenn Sie das aktuell, die aktuellen Verträge oder den aktuellen User halten, haben Sie am Ende vom Jahr bei nicht Nichtwachstum 47000000000 gemacht.",73,{"sentences":25018,"speaker":652,"num_words":25029,"start":4526,"end":4999},[25019,25021,25023,25025,25027],{"text":25020,"start":4526,"end":4644},"Und ich bin son bisschen skeptisch, weil alles, was ich jetzt in letzter Zeit son bisschen sehe, ist, dass Leute langsam verstehen, hey, wir haben relativ hohe AI Costspending und eventuell den Outcome, den wir da bekommen, ist nicht so groß.",{"text":25022,"start":4644,"end":4764},"Also ich hab jetzt gelesen, dass Microsoft angefangen hat, ihre Cloud Code Lizenzen zu zurückzufahren, weil's hier in diesem Enterprise Plan sind, wo Du direkt für Tokens bezahlst und das andere Unternehmen, ich glaub Uber und wer war's noch?",{"text":25024,"start":4768,"end":4832},"War es auch mit dabei, so, hey, Sie haben ihr ganzes Budget eigentlich schon fast aufgebraucht und wir haben halt jetzt irgendwie Juni.",{"text":25026,"start":4836,"end":4920},"Klar ist es wieder 'n bisschen unterschiedlich zu den 200 Dollar pro Monat, weil da bist Du ja fix, aber bei den ganzen Enterprises, da gehen ja die die Preise durch die Decke.",{"text":25028,"start":4920,"end":4999},"Und da frag ich mich halt, okay, werden die das alles so weitermachen oder wird da halt auch irgendwann bei den Unternehmen kommen, hey, nee, wir können das nicht weiter bezahlen?",167,{"sentences":25031,"speaker":652,"num_words":25036,"start":5003,"end":5111},[25032,25034],{"text":25033,"start":5003,"end":5078},"Und dann hast Du entweder halt eine Stagnation oder vielleicht sogar 'n Revenue Rückgang und falle mich mein OpenAI oder auch Google, wir werden ja auch weiterarbeiten.",{"text":25035,"start":5082,"end":5111},"Das heißt, vielleicht sehen wir im Hefte 2 wieder 'n bisschen mehr.",39,{"sentences":25038,"speaker":126,"num_words":25049,"start":5115,"end":5461},[25039,25041,25043,25045,25047],{"text":25040,"start":5115,"end":5135},"Am Ende ist es ja eine Beschriftlichkeitsrechnung, ne.",{"text":25042,"start":5135,"end":5164},"Ich mein, die meisten können das mit Sicherheit nicht so beziffern.",{"text":25044,"start":5164,"end":5197},"Die können nicht sagen, AI bringt das jetzt genau x Prozent irgendwie Produktivität.",{"text":25046,"start":5201,"end":5298},"Das ist nur 'n bisschen oder den meisten wahrscheinlich schwierig messbar, aber am Ende ist natürlich die Abwägung zwischen, was kannst Du damit machen mit dem Geld, was Du investierst in das Tool und was kommt hinten raus?",{"text":25048,"start":5298,"end":5461},"Und ich glaube, das hatte ich halt auch in in vorherigen Folgen schon gesagt so, ich kann mir nicht vorstellen, dass die Preise exorbitant steigen, dass ne alle irgendwie so tokenbasiert dann pro Mitarbeiter 5000 Dollar oder so was im Monat zahlen, wo dann schon wieder die Abwägung ist, ne, stellt man jemanden irgendwo Offshore ein, Ja.",127,{"sentences":25051,"speaker":106,"num_words":25054,"start":5463,"end":5478},[25052],{"text":25053,"start":5463,"end":5478},"Der die Arbeit dann auch",5,{"sentences":25056,"speaker":126,"num_words":25065,"start":5478,"end":5785},[25057,25059,25061,25063],{"text":25058,"start":5478,"end":5487},"so machen kann so.",{"text":25060,"start":5487,"end":5555},"Ich glaube, dafür ist die Konkurrenz hoch, dafür sind die lokalen Modelle irgendwann auch zu gut, ne, wo man das dann auch irgendwie mit abfedern kann.",{"text":25062,"start":5555,"end":5606},"Von daher wird sich das, glaube ich, schon auf 'nem Preis irgendwie zurückkommen, der, ja, der ist.",{"text":25064,"start":5606,"end":5785},"Wo ich auch krass finde, wenn Du jetzt sagst, Fabi, ne, dass Anthropic jetzt schwarze Zahlen geschrieben hat, weil wenn Du eigentlich ja hörst auch viel, ne, dass halt das so super subventioniert ist und ne, dass überhaupt kein totaler Missmatch ist zwischen so token User, über das Thema, was da ist, dann hätte ich antizipiert, okay, damit kann man keine schwarzen Zahlen schreiben.",111,{"sentences":25067,"speaker":652,"num_words":25074,"start":5789,"end":5974},[25068,25070,25072],{"text":25069,"start":5789,"end":5840},"Ah, ich ich wär da vorsichtig, weil wir wissen nicht, welche Ausgaben Sie in diesem Quartal hatten.",{"text":25071,"start":5840,"end":5925},"Vielleicht hatten Sie Ihren ganzes Compute Investment bei Amazon, Google, wie auch immer den Großteil bezahlt letztes Jahr und der nächste große Junk kommt dann erst wieder nächstes Quartal.",{"text":25073,"start":5928,"end":5974},"Du weißt ja nicht, wie das dann abläuft und was wirklich Ihre Ausgaben aufs ganze Jahres sind oder",64,{"sentences":25076,"speaker":126,"num_words":25054,"start":5977,"end":5990},[25077],{"text":25078,"start":5977,"end":5990},"Also wie Sie haben das,",{"sentences":25080,"speaker":106,"num_words":25091,"start":5990,"end":6415},[25081,25083,25085,25087,25089],{"text":25082,"start":5990,"end":6084},"was Sie die, von der Sie sprechen, wahrscheinlich bei Ende Juni so bei 50000000000 liegen und ab aktuell sind Sie beim Averge Requioning Revenue, also 5000000000 drunter, so 44 bis 45000000000 so.",{"text":25084,"start":6084,"end":6171},"Das heißt, sie sind aktuell noch eher aufs Jahr gesehen im Minus, aber es war jetzt nun mal das erste Jahr, aber Philipp hat natürlich recht, ne, wie wie rechnen sie's jetzt grade sozusagen?",{"text":25086,"start":6175,"end":6249},"Und kannst Du das natürlich, ich mein, macht natürlich auch für eine gute Story zu sagen, sie haben das erste Quartal, wo sie schwarze Zahlen geschrieben haben und so, ne.",{"text":25088,"start":6249,"end":6372},"Also das kann man schon auch vorstellen, dass da son bisschen rumgerechnet wird, sodass es dann halt Ich mein, wir reden hier von, es sind natürlich viel Geld, ne, 560000000, aber wir unterhalten uns grade über 'n Unternehmen, was irgendwie mit knapp fast bald bei 1 Trillion irgendwie bewertet ist, so.",{"text":25090,"start":6375,"end":6415},"So, von daher, also 1 Billion soll jetzt wieder verwechselt mit den amerikanischen Zahlen.",161,{"sentences":25093,"speaker":106,"num_words":25096,"start":6418,"end":6498},[25094],{"text":25095,"start":6418,"end":6498},"Ich denke auch, also es ist wahrscheinlich auch alles ein einen Marktdingthema an der Stelle, aber ich war auch eher überrascht, wie nahi da irgendwie wie nahi da irgendwie dran",30,{"sentences":25098,"speaker":126,"num_words":25104,"start":6498,"end":6603},[25099,25101,25102],{"text":25100,"start":6498,"end":6504},"sind, so.",{"text":752,"start":6506,"end":6507},{"text":25103,"start":6509,"end":6603},"Aber da gab's auch letztens letzte Woche, ich hab nicht nicht mehr als die Headline geredet, irgend eine AR Company hat ihre Budget Limits nicht richtig eingestellt und hat 500000000 in Tokens verbrannt.",36,{"sentences":25106,"speaker":106,"num_words":25111,"start":6607,"end":6643},[25107,25109],{"text":25108,"start":6607,"end":6620},"Das ist das dann dann vielleicht.",{"text":25110,"start":6620,"end":6643},"Das sind ja genau die Bayern Topic.",13,{"sentences":25113,"speaker":652,"num_words":8061,"start":6647,"end":6653},[25114],{"text":25115,"start":6647,"end":6653},"Ja, ich glaub.",{"sentences":25117,"speaker":106,"num_words":25128,"start":6656,"end":6922},[25118,25120,25122,25124,25126],{"text":25119,"start":6656,"end":6760},"Sie haben auf jeden Fall auch Ihre 1000000 plus, also 1000000 pro Jahr und mehr Customers verdoppelt von 500 auf 1000, also 1000 und mehr Unternehmen, die mehr als 1000000 pro Jahr bei ihnen ausgeben für Lizenzen und so weiter.",{"text":25121,"start":6760,"end":6774},"Auch ganz interessant, ne.",{"text":25123,"start":6774,"end":6814},"Also, weil ich hier grad vorhin meinte, in der PwC, KPMG und so.",{"text":25125,"start":6814,"end":6843},"Also KPMG hat 276000 Seeds bei Enshaopics so.",{"text":25127,"start":6843,"end":6922},"Das ist halt schon auch eine Hausnummer, in der Bindung halt, ja, da merkt man auch, warum warum dieses Interesse bei den Enterprises oder an dem Enterprise Geschäft so groß ist.",96,{"sentences":25130,"speaker":106,"num_words":25133,"start":6924,"end":6934},[25131],{"text":25132,"start":6924,"end":6934},"Sind schon große Hausnummern.",4,{"sentences":25135,"speaker":126,"num_words":25074,"start":6938,"end":7111},[25136,25138],{"text":25137,"start":6938,"end":7043},"Jetzt aber wie Philipp auch richtig sagt, so, im Moment würde ich noch nicht darauf sicher wetten, ne, also dafür ist das Rennen irgendwie nicht entschieden und wenn halt alles ein anderes Tool ist, was es noch mal besser kann.",{"text":25139,"start":7043,"end":7111},"Ich finde auch, sie stehen von allem, was man hört so und mitbekommt und sich anfühlt gut da, aber ja, 100 Prozent drauf wetten.",{"sentences":25141,"speaker":652,"num_words":25152,"start":7115,"end":7306},[25142,25144,25146,25148,25150],{"text":25143,"start":7115,"end":7137},"Ich weiß nicht, ich finde, es geht fast zu schnell.",{"text":25145,"start":7137,"end":7174},"Also das Wachstum ist fast zu schnell, dass es so weitergehen kann und weiter funktionieren kann.",{"text":25147,"start":7174,"end":7254},"Und ich mein, den Vergleichswert, den wir hatten mit Open Air, mit ihrem Plan, das das, also da passt ja ein Tropics aktuelles Wachstum überhaupt gar nicht rein.",{"text":25149,"start":7254,"end":7290},"Ich glaub, die waren irgendwie bei 100000000000, bei 2028 oder irgendwie so was.",{"text":25151,"start":7295,"end":7306},"Deswegen bleib bleib gespannt.",71,{"sentences":25154,"speaker":106,"num_words":25133,"start":7310,"end":7320},[25155],{"text":25156,"start":7310,"end":7320},"Schließen wir doch grad",{"sentences":25158,"speaker":126,"num_words":24978,"start":7320,"end":7582},[25159,25161,25163,25165,25167],{"text":25160,"start":7320,"end":7374},"noch an, was Intropic auch noch gemacht hat in den letzten 2 Wochen, nämlich Claude 4 Punkt 8 rausgebracht.",{"text":25162,"start":7378,"end":7402},"Glaube, brauchen wir gar nicht so viel Zeit drauf verbringen.",{"text":25164,"start":7405,"end":7442},"Am Ende im eigenen Blogposts sagen sie so, hey, es ist 'n moderates Update.",{"text":25166,"start":7445,"end":7486},"Sie glauben, dass die Leute, die es nutzen, einen gewissen Benefit dort merken werden.",{"text":25168,"start":7489,"end":7582},"Sie haben 'n bisschen mit den sozusagen wieder 'n bisschen rumgespielt und die umbenannt, also ob's da jetzt Macs und XMac und extra und es gibt auch dieses dieses lustige, wie heißt das, dieses Code.",{"sentences":25170,"speaker":126,"num_words":25181,"start":7582,"end":7943},[25171,25173,25175,25177,25179],{"text":25172,"start":7582,"end":7599},"Gibt aber sone Codevariante.",{"text":25174,"start":7603,"end":7692},"Und ja, insgesamt haben sie gleichzeitig in den Abos die Limits 'n bisschen erhöht, da in den vergleichbaren Thinking Models es eben 'n bisschen teurer auch geworden ist in der Nutzung.",{"text":25176,"start":7695,"end":7740},"Ja, bei uns Kristallisierungen habe ich so das Gefühl, es gibt son bisschen 2 Lager aktuell.",{"text":25178,"start":7740,"end":7832},"Es gibt die einen, die Kodex irgendwie ganz cool finden und die anderen, die die die Cloud Modelle ganz gut finden und natürlich zieht irgendwie jeder den Benchmark raus, der grade dafür dafür optimiert ist.",{"text":25180,"start":7834,"end":7943},"Ja, gab's intern auch noch mal so, dass jetzt irgendwie ein neuer Benchmark, der relativ viel Aufmerksamkeit bekommen hat, weil er einfach so sagt, okay, das war nicht in dem Trainingset der Modelle drin und von daher sag ich son bisschen realeres Bild.",129,{"sentences":25183,"speaker":126,"num_words":24821,"start":7943,"end":7963},[25184],{"text":25185,"start":7943,"end":7963},"Der Dieb ist so ein bisschen.",{"sentences":25187,"speaker":106,"num_words":24902,"start":7966,"end":7990},[25188,25190],{"text":25189,"start":7966,"end":7977},"So dieser neuen Genau.",{"text":25191,"start":7981,"end":7990},"Band Pro Vergleich.",{"sentences":25193,"speaker":652,"num_words":24888,"start":7994,"end":8026},[25194,25195,25197],{"text":752,"start":7994,"end":7995},{"text":25196,"start":7998,"end":8014},"Ja, da da da wär ich supervorsichtig.",{"text":25198,"start":8018,"end":8026},"Also ich hab auch",{"sentences":25200,"speaker":126,"num_words":25203,"start":8029,"end":8051},[25201],{"text":25202,"start":8029,"end":8051},"Das ja nur, weil German 1 unten ist.",8,{"sentences":25205,"speaker":652,"num_words":652,"start":8051,"end":8057},[25206],{"text":25207,"start":8051,"end":8057},"Nee, nee,",{"sentences":25209,"speaker":8061,"num_words":25212,"start":8057,"end":8147},[25210],{"text":25211,"start":8057,"end":8147},"nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee,",33,{"sentences":25214,"speaker":652,"num_words":24965,"start":8147,"end":8421},[25215,25217,25219,25221,25223],{"text":25216,"start":8147,"end":8206},"nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee, nee halt alle Modelle mehr oder weniger 'n bisschen getestet hat.",{"text":25218,"start":8206,"end":8317},"Sind irgendwie 110 verschiedene Aufgaben, mehr orientiert bedeutet, beim s wie b bench pro hatte man relativ lange Prompts und man weiß einfach von der Nutzung, dass Menschen superfow sind, was Prompt angeht und halt eher kürzere Texte haben.",{"text":25220,"start":8317,"end":8337},"Und dann haben sie diesen neuen Benchmark gemacht.",{"text":25222,"start":8339,"end":8407},"Das große, wo ich sehr vorsichtig bin, ich hab das auch geteilt, dass jeder jedes Modell nutzt den gleichen Harness, also die gleichen Tools.",{"text":25224,"start":8407,"end":8421},"Und es gibt nur ein Tool.",{"sentences":25226,"speaker":652,"num_words":25237,"start":8421,"end":8675},[25227,25229,25231,25233,25235],{"text":25228,"start":8421,"end":8487},"Also jedes Modell hat nur 'n Bash Tool und jedes Modell hat 'n den gleiche System instructions und die System instructions sind relativ beschreibend.",{"text":25230,"start":8487,"end":8560},"Also da steht genau drin, was der oder das Modell machen soll für das Problem zu lesen mit 'nem schönen Step by Step Instruktions für den Workflow.",{"text":25232,"start":8560,"end":8593},"Das heißt, das ist sehr, sehr optimiert für für den Use Case.",{"text":25234,"start":8596,"end":8637},"Und wir wissen ja von wie Codex funktioniert, dass OpenAI sehr stark auf setzt.",{"text":25236,"start":8641,"end":8675},"Also Codex an sich hat ja nur 2 Tools in der der Base Ausführung.",91,{"sentences":25239,"speaker":652,"num_words":25250,"start":8675,"end":8881},[25240,25242,25244,25246,25248],{"text":25241,"start":8675,"end":8719},"Das eine ist und das andere ist und ist wie sone Art, das man files editieren kann.",{"text":25243,"start":8719,"end":8765},"Das heißt, Codex an sich hat gar kein Tool, Tool, search Tool und Cloud Code hat halt diese Tools.",{"text":25245,"start":8765,"end":8795},"Das heißt, das Post Training von beiden ist auch 'n bisschen unterschiedlich.",{"text":25247,"start":8795,"end":8821},"Und jetzt hast Du halt einen Benchmark, der superstark auf setzt.",{"text":25249,"start":8823,"end":8881},"Natürlich ist Opus auch, ist 'n Zweiter jetzt mit 4 Punkt 8, aber da wär ich 'n bisschen vorsichtig, was das Ganze angeht.",82,{"sentences":25252,"speaker":652,"num_words":8061,"start":8884,"end":8891},[25253,25254],{"text":752,"start":8884,"end":8885},{"text":25255,"start":8887,"end":8891},"Und nee,",{"sentences":25257,"speaker":126,"num_words":24952,"start":8891,"end":9084},[25258,25260,25262,25264],{"text":25259,"start":8891,"end":8936},"hat sich auch 'n bisschen mehr dem an, was wir die letzten Wochen auch immer schon gesagt haben, ne.",{"text":25261,"start":8936,"end":8975},"Also es ist irgendwie ganz nett, diese Benchmarks zu haben und 'n bisschen dann zu gucken.",{"text":25263,"start":8979,"end":9061},"Wie massiv der Unterschied jetzt ist, hängt mit Sicherheit einfach an, wie man selbst mit den Tools umgeht, in welche Umgebung man sie benutzt und natürlich auch welche Aufgaben man grade hat.",{"text":25265,"start":9061,"end":9084},"Das heißt, danach muss man's einfach 'n bisschen richten.",{"sentences":25267,"speaker":652,"num_words":25278,"start":9087,"end":9383},[25268,25270,25272,25274,25276],{"text":25269,"start":9087,"end":9167},"Was ich auf jeden Fall interessant find, ich find's zu meinen super, dass die Leute diese Benchmarks machen und diese veröffentlichen, dass Du das selber reinschauen kannst, davon lernen kannst.",{"text":25271,"start":9167,"end":9241},"Und dass es nicht nur son Benchmark ist, also die haben halt wirklich die verschiedenen Thinking Levels ausprobiert und sie teilen auch die Kosten und die Output Tokens.",{"text":25273,"start":9241,"end":9271},"Und vielleicht ist es, man kann sich davon ableiten, was man möchte.",{"text":25275,"start":9271,"end":9339},"Man kann auch die Traces anschauen, aber GPT 5 Punkt 5 hat im Durchschnitt 47000 oder hier steht Output Tokens, das heißt 47000.",{"text":25277,"start":9342,"end":9383},"Ich weiß jetzt nicht, ob für alles oder im Durchschnitt pro Task und Opus hat 136000 Tokens.",110,{"sentences":25280,"speaker":652,"num_words":25288,"start":9385,"end":9592},[25281,25283,25285,25287],{"text":25282,"start":9385,"end":9448},"Und wenn ich ein Tool hab, bedeutet das eigentlich halt, okay, Opus hat sich schwerer getan, das Problem zu lösen und Gründe dafür können halt x sein.",{"text":25284,"start":9448,"end":9496},"Das ist entweder nicht gut genug oder hat halt nicht die perfekten Tools, die er's am liebsten nutzen würde.",{"text":25286,"start":9500,"end":9587},"Deswegen immer 'n bisschen vorsichtig, aber spiegelt son bisschen das wider, was so die eine Twitter Bubble oder EML sagt, dass das halt BTC besser ist und die andere sagen halt das andere.",{"text":752,"start":9591,"end":9592},80,{"sentences":25290,"speaker":126,"num_words":25293,"start":9592,"end":9684},[25291],{"text":25292,"start":9592,"end":9684},"Genau, aber ich glaube, also zumindest an unserer Erfahrung, die beiden kann man auf jeden Fall im Moment gut nutzen und bei Gemini warten wir auf die Nicht Flash Version, die spielt denn da",34,{"sentences":25295,"speaker":652,"num_words":25306,"start":9684,"end":9884},[25296,25298,25300,25302,25304],{"text":25297,"start":9684,"end":9692},"auch wieder mit.",{"text":25299,"start":9692,"end":9701},"Ja, bleibt spannend.",{"text":25301,"start":9701,"end":9759},"Ich muss sehr ehrlich sagen, ich hab am Wochenende Composer 2 Punkt 5 von Cursor genutzt und ich bin sehr beeindruckt.",{"text":25303,"start":9763,"end":9787},"Also für das, was es kann zum Preis, was man bekommt.",{"text":25305,"start":9787,"end":9884},"Also ich hab noch immer noch die 20 Dollar Subscription in Curse und da ist kriegt man irgendwie 800000000 Tokens, was extrem vieles im Verhältnis zu, was dann halt Opus wieder kann zu, sag ich mal.",74,{"sentences":25308,"speaker":106,"num_words":24902,"start":9886,"end":9909},[25309,25311,25313],{"text":25310,"start":9886,"end":9892},"Ja, absolut.",{"text":25312,"start":9896,"end":9900},"Das stimmt.",{"text":25314,"start":9900,"end":9909},"Da ist auch",{"sentences":25316,"speaker":126,"num_words":25325,"start":9909,"end":9961},[25317,25319,25320,25322,25323],{"text":25318,"start":9909,"end":9934},"ein Kollege, der hat Nicer bei User ist.",{"text":9939,"start":9934,"end":9937},{"text":25321,"start":9941,"end":9947},"Ja, der Julian.",{"text":4319,"start":9950,"end":9951},{"text":25324,"start":9955,"end":9961},"Juli, Nvidia.",15,{"sentences":25327,"speaker":126,"num_words":25334,"start":9964,"end":10009},[25328,25329,25331,25333],{"text":752,"start":9964,"end":9965},{"text":25330,"start":9965,"end":9991},"Da ist zumindest der Aktienkurs hochgegangen, hab ich gesehen.",{"text":25332,"start":9994,"end":10005},"Okay, das hab ich gesehen.",{"text":10010,"start":10008,"end":10009},16,{"sentences":25336,"speaker":106,"num_words":24831,"start":10009,"end":10040},[25337,25339],{"text":25338,"start":10009,"end":10029},"den Announcen, in Folge reinschauen.",{"text":25340,"start":10029,"end":10040},"Gut, dass es selbst.",{"sentences":25342,"speaker":126,"num_words":25325,"start":10040,"end":10082},[25343],{"text":25344,"start":10040,"end":10082},"Nach den Announcen, das heißt, irgendwie hat es gefallen, was sie was sie Genau, aktuell",{"sentences":25346,"speaker":652,"num_words":25357,"start":10084,"end":10488},[25347,25349,25351,25353,25355],{"text":25348,"start":10084,"end":10112},"ist in Taipeh die GTC beziehungsweise Basic Computex.",{"text":25350,"start":10115,"end":10237},"Ich weiß nicht ganz genau, welches welches ist, weil die irgendwie zur selben Zeit sind und je nachdem, wo man liest, heißt das, die haben es auf der GTC angekündigt und auf der Computerx angekündigt, aber ist halt die, sag ich mal, eine der großen Nvidia Konferenzen in Taipei.",{"text":25352,"start":10241,"end":10320},"Und es gibt Siddle lässt Neues, also bestimmt mehr, was wir jetzt irgendwie heute besprechen, aber die 2 großen Themen, die ich mitgebracht hab, sind zum einen Cosmo 3.",{"text":25354,"start":10320,"end":10376},"Wir hatten ja an der io Omni als erstes any to any omnimodale Modell, was Video generieren kann.",{"text":25356,"start":10376,"end":10488},"Und NVIDIA hat jetzt COSMO 3 vorgestellt und released, was auch ein Omnimodal World Modell ist und ist eine, Sie beschreiben's als mit 'nem Generator, also son bisschen wie sehr einfach gesagt wie die letzten Imagegenerierungsmodelle oder Videogeneriermodelle.",142,{"sentences":25359,"speaker":652,"num_words":25368,"start":10492,"end":10618},[25360,25362,25364,25366],{"text":25361,"start":10492,"end":10502},"Und es gibt 2 Varianten.",{"text":25363,"start":10505,"end":10554},"Es gibt eine Nano Variante mit 16000000000 Parameter und man hat 'n 8000000000 und 'n 8000000000 Generator.",{"text":25365,"start":10557,"end":10600},"Und es gibt eine Supervariante mit 64000000000 Parameter, da hat man 32000000000 Parameter und 32000000000 Parametergenerator.",{"text":25367,"start":10605,"end":10618},"Es gibt dieses omnimodale Basemodell,",43,{"sentences":25370,"speaker":106,"num_words":106,"start":10622,"end":10623},[25371],{"text":7928,"start":10622,"end":10623},{"sentences":25373,"speaker":652,"num_words":25049,"start":10623,"end":10984},[25374,25376,25378,25380,25382],{"text":25375,"start":10623,"end":10680},"ich mal, und Sie haben zusätzlich Varianten für, lass mich nachschauen, alles zu Video und Text to Image.",{"text":25377,"start":10684,"end":10735},"Also so ähnlich wie bei Omni, wo ich halt alles reingeben kann und 'n Video raus kann oder halt 'n Bild generieren kann.",{"text":25379,"start":10738,"end":10790},"Und es ist auch Platz 1 auf dem Image to Video Leaderboard von Artificial Analysis bei den Modellen.",{"text":25381,"start":10790,"end":10862},"Und sie haben sehr, sehr beeindruckende Videos und Demos gezeigt, wie Cosmo 3, komplett autonom in 'nem Roboter Dinge komplett selbstständig machen kann.",{"text":25383,"start":10862,"end":10984},"Also Du hast dieses omnimodale Modell, was halt Bilder, Audio, alles Mögliche bekommt und dann daraus generieren diese Aktionen für den Roboter ableitet, was schon extrem beeindruckend ist, weil 64000000000 Parameter ist groß genug, dass sich das auf 'ner kleinen Hardware auch laufen lassen kann.",{"sentences":25385,"speaker":652,"num_words":25396,"start":10984,"end":11401},[25386,25388,25390,25392,25394],{"text":25387,"start":10984,"end":11002},"Und da kommen wir genau zum zweiten Punkt.",{"text":25389,"start":11005,"end":11029},"Sie haben neue Hardware vorgestellt und zwar die n-eins-x-Plattform.",{"text":25391,"start":11032,"end":11154},"Und n-eins-x ist son bisschen NVIDias Angriff auf die Apple-M-Serie, weil das 'n arm basierender Consumer Consumer Hardware und es ist 'n 20 Core CPU arm basierend und man hat Blackvelt Class GPUs für die Modelle.",{"text":25393,"start":11157,"end":11299},"Es gibt verschiedene Varianten mit, die kleinste ist, was ich gefunden hab, ist 32 Gigabyte Unified Memory und da gibt's auch eine 128 Gigabyte Unified Memory und es sollen noch größere kommen, Die der CPUU ist von Media Tech, kenn ich jetzt nicht genau, aber mit Media Tech zusammen codeesignt.",{"text":25395,"start":11303,"end":11401},"Nvidia stellt halt den CPU und es wird produziert von Asus HP, Lenovo, Microsoft, Dell und MSI und soll im Herbst 20 26 beziehungsweise August, September zur Verfügung stehen zum Bestellen.",134,{"sentences":25398,"speaker":652,"num_words":25409,"start":11405,"end":11731},[25399,25401,25403,25405,25407],{"text":25400,"start":11405,"end":11450},"Das heißt wirklich Angriff auf Macbooks Pro, sag ich mal, wie man halt AI Modelle ausführen kann.",{"text":25402,"start":11450,"end":11529},"Der Preis, ich hab jetzt nichts Genaues gefunden, das ist son bisschen schwammig, aber Sie sagen irgendwas zwischen 1800 und 2200 für den des 32 Gigabyte Modell soll's losgehen.",{"text":25404,"start":11533,"end":11559},"Und dann für das größere ist man zwischen drei- und 4000 Dollar.",{"text":25406,"start":11561,"end":11650},"Und auf dem Größeren kann man halt wirklich LLMs ausführen, die auch, sag ich mal, Dinge machen können und 64, also dieses Cosmo 3 Super mit 64000000000 Parameter sollte sogar auf diesem Device laufen.",{"text":25408,"start":11653,"end":11731},"Sie haben noch weitere, Hardware vorgestellt beziehungsweise gezeigt von diesen kleinen Sparks zu 'nem Spark Tower mit irgendwie einem Terabyte Unified Memory für wirklich eine Trillionen Parametermodelle.",119,{"sentences":25411,"speaker":652,"num_words":25414,"start":11735,"end":11814},[25412],{"text":25413,"start":11735,"end":11814},"Das heißt, wirklich sehr interessant und viel Angriff nachher, okay, wie kann ich lokale Models mehr zugänglich machen, beziehungsweise neben MacBook Pros oder Macs halt eine Alternative bereitstellen.",28,{"sentences":25416,"speaker":126,"num_words":25421,"start":11817,"end":11843},[25417,25419],{"text":25418,"start":11817,"end":11827},"Ja, krass, auf jeden Fall.",{"text":25420,"start":11830,"end":11843},"Stark News, wie war wie",10,{"sentences":25423,"speaker":106,"num_words":25430,"start":11843,"end":11933},[25424,25426,25428],{"text":25425,"start":11843,"end":11858},"war's denn eigentlich vorher mit NVIDi?",{"text":25427,"start":11858,"end":11901},"Ich hatte NVIDiDIA die ganze Zeit bei so Model Provider nicht so wirklich aufm Schirm.",{"text":25429,"start":11901,"end":11933},"Sie hatten aber auch schon vor dem Omni Modell Modell, denn das ist doch",35,{"sentences":25432,"speaker":652,"num_words":25443,"start":11933,"end":12139},[25433,25435,25437,25439,25441],{"text":25434,"start":11933,"end":12008},"nur irgendwie Ja, ja, Sie sind seit Jahren eigentlich im Bereich, ich weiß jetzt nicht, würden jetzt nicht sagen, mit vorne dabei, aber einen der großen Contributer.",{"text":25436,"start":12012,"end":12034},"Also Sie haben Hunderte oder fast 1000 Modelle auf.",{"text":25438,"start":12039,"end":12058},"Nemotron ist deren LLM Model Family.",{"text":25440,"start":12058,"end":12099},"Da haben Sie auch 'n neues Modell, was mit Kimmy oder den anderen mithalten kann.",{"text":25442,"start":12099,"end":12139},"Ich hab grad nachgeschaut, es gibt über 1000 mit 820 Modellen, 250 Datensätze.",70,{"sentences":25445,"speaker":652,"num_words":25414,"start":12142,"end":12209},[25446,25448],{"text":25447,"start":12142,"end":12181},"Sie haben auch jetzt für Cosmo Datensätze bereitgestellt und Code bereitgestellt, wie man diese nutzen kann.",{"text":25449,"start":12181,"end":12209},"Also Sie sind schon sehr stark daran orientiert und machen dort viel.",{"sentences":25451,"speaker":106,"num_words":25293,"start":12212,"end":12310},[25452,25454,25456],{"text":25453,"start":12212,"end":12271},"Ja, mal gespannt, inwiefern ist Sprechwirt bei der WWWW wDC und und MacBooks und neuen Varianten gut wahrscheinlich für soll.",{"text":25455,"start":12271,"end":12298},"Ist gibt's Roomos, gibt's neue Macs Dennis bei der WWDC?",{"text":25457,"start":12302,"end":12310},"Ich glaub nicht, ne.",{"sentences":25459,"speaker":126,"num_words":8061,"start":12310,"end":12320},[25460,25461],{"text":12315,"start":12310,"end":12313},{"text":25462,"start":12313,"end":12320},"Ich hab",{"sentences":25464,"speaker":652,"num_words":24978,"start":12320,"end":12566},[25465,25467,25469,25471],{"text":25466,"start":12320,"end":12333},"nicht eher im September.",{"text":25468,"start":12336,"end":12462},"Was ich halt interessant find, ist, ich kenn mich jetzt im Windows PC Bereich nicht so gut aus, aber Du hast halt jetzt diesen von NVIDIA, die CPU und GPU bereitstellen, auf ARM oder ARM basieren, was ja wirklich in direkter Konkurrenz zu der M-Serie ist.",{"text":25470,"start":12462,"end":12525},"Und ich weiß jetzt nicht, wo Intel oder AMD dort stehen, aber ist auf jeden Fall halt, was Apple gemacht hat in den letzten 5 Jahren.",{"text":25472,"start":12529,"end":12566},"Und man kann ja wirklich sagen, dass sie den Markt im Tech Bereich eingenommen haben komplett.",{"sentences":25474,"speaker":106,"num_words":25203,"start":12569,"end":12590},[25475],{"text":25476,"start":12569,"end":12590},"Ja, stimmt, auf jeden Fall neue Player im",{"sentences":25478,"speaker":126,"num_words":24985,"start":12590,"end":12669},[25479,25480,25481,25483,25485],{"text":12594,"start":12590,"end":12592},{"text":752,"start":12596,"end":12597},{"text":25482,"start":12600,"end":12604},"Ja, spannend.",{"text":25484,"start":12607,"end":12625},"Gucken, was vor denen auch alles kommt.",{"text":25486,"start":12629,"end":12669},"Der CEO ist es, ne, der ist ja auch immer für ganz gute Zitate zu haben.",{"sentences":25488,"speaker":106,"num_words":24821,"start":12672,"end":12684},[25489],{"text":25490,"start":12672,"end":12684},"Ja, ich hab auch 'n paar",{"sentences":25492,"speaker":652,"num_words":25250,"start":12684,"end":12907},[25493,25495,25497],{"text":25494,"start":12684,"end":12794},"paar Wheide Tags gesehen, weil sie pushen halt wirklich die Narrativ von beziehungsweise Tokens sind Revenue, sind Gewinn und Du musst nur da rein investieren und Du kannst deine dein Unternehmen skalierst Du darüber, indem Du mehr Tokens ausgibst.",{"text":25496,"start":12794,"end":12817},"Ich mein, am Ende macht's ja auch irgendwie Sinn.",{"text":25498,"start":12817,"end":12907},"Also sie verkaufen ja irgendwie die die, wie sagt man da, die die Schaufeln zum Graben und alle und sagen, ah, jeder soll graben, dann wirst Du erfolgreich, aber bitte uns unsere Schaufel dafür.",{"sentences":25500,"speaker":126,"num_words":24831,"start":12910,"end":12937},[25501,25502,25503,25505],{"text":752,"start":12910,"end":12911},{"text":752,"start":12914,"end":12915},{"text":25504,"start":12917,"end":12922},"Sehr gut.",{"text":25506,"start":12926,"end":12937},"Wenn's bei denen gut läuft,",{"sentences":25508,"speaker":652,"num_words":25518,"start":12941,"end":13000},[25509,25511,25513,25515,25517],{"text":25510,"start":12941,"end":12952},"läuft's bei dir gut oder?",{"text":25512,"start":12956,"end":12962},"Bei mir?",{"text":25514,"start":12962,"end":12988},"Ja, wenn's bei den Video gut läuft, läuft's bei dir zu?",{"text":25516,"start":12988,"end":12995},"Nee, nein.",{"text":12315,"start":12999,"end":13000},21,{"sentences":25520,"speaker":652,"num_words":8061,"start":13004,"end":13012},[25521],{"text":25522,"start":13004,"end":13012},"Aber aber zukünftig",{"sentences":25524,"speaker":126,"num_words":25430,"start":13015,"end":13112},[25525,25527,25529],{"text":25526,"start":13015,"end":13044},"kann ich ja dann ChatGPT fragen, nicht wahr, Fabi.",{"text":25528,"start":13048,"end":13091},"Ob es bei dir grade gut läuft, weil's bei NVIDIA gut läuft oder ob Du in NVIDIA investieren solltest?",{"text":25530,"start":13095,"end":13112},"Ja, wahrscheinlich beides Fragen, die Du die",{"sentences":25532,"speaker":106,"num_words":25543,"start":13115,"end":13418},[25533,25535,25537,25539,25541],{"text":25534,"start":13115,"end":13224},"Du ChatGPT potenziell, also auch jetzt schon fragen könntest, aber jetzt ist wahrscheinlich dein Chat GPT relativ kontextlos oder Du müsstest ihm irgendwie ein PDF oder was auch immer reingeben, 'n bisschen mehr Historie zu deiner finanziellen Situation zu bekommen.",{"text":25536,"start":13224,"end":13262},"Und das Ganze soll sich jetzt ändern und zwar mit dem Produkt ChatGPT Finance.",{"text":25538,"start":13262,"end":13309},"Und zwar kommen können ChatGPT Pro Nutzer in den USA ihre Bankkonten direkt mit ChatGPT verbinden.",{"text":25540,"start":13309,"end":13327},"Dafür nutzen sie den Dienstleister Plate.",{"text":25542,"start":13327,"end":13418},"Plate ist im Grunde genommen auch schon bei diesen ganzen Neobanken oftmals irgendwie auch mit hinten hinten dran und damit bekommt ChatGPT Oh Gott, seit wann ist das denn so schwierig ChatGPT auszusprechen?",109,{"sentences":25545,"speaker":106,"num_words":8061,"start":13418,"end":13428},[25546],{"text":25547,"start":13418,"end":13428},"Wahrscheinlich, weil ich's",{"sentences":25549,"speaker":126,"num_words":25421,"start":13428,"end":13454},[25550],{"text":25551,"start":13428,"end":13454},"so häufig nicht mehr mache, weil sie so weit ab",{"sentences":25553,"speaker":106,"num_words":25096,"start":13454,"end":13533},[25554,25556,25558,25560,25562],{"text":25555,"start":13454,"end":13487},"sind und überhaupt nicht mehr mithalten können, spreche ich das gar nicht mehr aus.",{"text":25557,"start":13487,"end":13496},"Ist überhaupt wirklich schwierig.",{"text":25559,"start":13499,"end":13512},"Claude ist ja viel einfacher.",{"text":25561,"start":13512,"end":13517},"Na ja.",{"text":25563,"start":13517,"end":13533},"Auf jeden Fall Ah ja.",{"sentences":25565,"speaker":106,"num_words":25576,"start":13536,"end":13849},[25566,25568,25570,25572,25574],{"text":25567,"start":13536,"end":13547},"12000, steile These.",{"text":25569,"start":13547,"end":13736},"Und Zugriff auf 12000 Finanzinstitute und grundsätzlich 'n bisschen so wie's ja auch ChatGPT Healthbar, ist es so, dass man das im Endeffekt jetzt diese ganzen Use Cases, wofür Du deine Finanzplaner hast, jetzt direkt innerhalb von einem von einem LLM hast und Du dann grundsätzlich einfach Zugriff auf deine komplette Finanzhistorie haben und Du natürlich alle möglichen Fragen stellen kannst, die Du sonst 'nem Finanzplaner stellen kannst.",{"text":25571,"start":13736,"end":13784},"Und ich mein, es ist jetzt, glaub ich, erst mal, ich mein, technisch jetzt nichts superherausragendes so, ne.",{"text":25573,"start":13784,"end":13836},"Das ist eher das Thema, dass man mal son bisschen diskutieren kann, genauso wie's auch bei ChatGPT Health war so.",{"text":25575,"start":13836,"end":13849},"Würde man's denn überhaupt nutzen?",114,{"sentences":25578,"speaker":106,"num_words":24857,"start":13849,"end":14223},[25579,25581,25583,25585,25587],{"text":25580,"start":13849,"end":13919},"Gerade irgendwie OpenAI, wir haben ja schon drüber diskutiert damals bei ChatGPT ChatGPT Health war's ja so, dass sie gesagt haben, das ist 'n komplett separater Bereich.",{"text":25582,"start":13923,"end":14016},"Nur innerhalb von ChatGPT Health gibt's auch wirklich Zugriff darauf, aber ich meine, dass es immer mehr und mehr Kontext sind, irgendwie über dich über dich preisgibst und grade ich meine auch bei bei deinen Finanzen so, ne.",{"text":25584,"start":14016,"end":14076},"Ist halt son bisschen die Frage, wenn Du halt irgendwelche Empfehlungen oder irgendwelche irgendwas auf Basis von von diesen Daten irgendwie haben willst.",{"text":25586,"start":14076,"end":14181},"Ich mein, ist dasselbe wie bei Health, also auch bei den Finanzen ist ja halt relativ sensitive Daten und Du musst auf jeden Fall darauf verlassen können, dass das, was dann da irgendwie dir zusammengerechnet wird, auf jeden Fall auch richtig ist.",{"text":25588,"start":14183,"end":14223},"Aber es ist trotzdem, also es ist natürlich in 'ner gewissen Form nur begrenzt, ne.",{"sentences":25590,"speaker":106,"num_words":25601,"start":14223,"end":14459},[25591,25593,25595,25597,25599],{"text":25592,"start":14223,"end":14299},"Also Du kannst halt nur im Endeffekt deinen ganzen Finanzplanung darüber machen, irgendwie Informationen darüber bekommen, kannst wahrscheinlich irgendwie dir sagen, okay, was hab ich in den letzten Monaten ausgegeben?",{"text":25594,"start":14302,"end":14317},"Kann ich mir bestimmte Dinge leisten?",{"text":25596,"start":14321,"end":14339},"Gib mir irgendwelche, in was soll ich investieren?",{"text":25598,"start":14339,"end":14357},"Wie läuft's mit meinen NVIDIA Aktien?",{"text":25600,"start":14360,"end":14459},"Aber so die Use Cases, ich mein, so solange Du halt auch nicht, ich mein, oftmals bei den ganzen Finanzplaner Apps und so wird ja auch viel Upsetting dann irgendwie noch zusammen mit Versicherungen und so weiter betrieben.",88,{"sentences":25603,"speaker":106,"num_words":24807,"start":14459,"end":14755},[25604,25606,25608,25610,25612],{"text":25605,"start":14459,"end":14549},"Also ich geh mal davon aus, dass es wahrscheinlich nicht lange dauert, bis wir dann auch Chat GPT Insurance bekommen, deine ganzen Insurance Pläne reinzumachen, dass Du auch diese Informationen dann da irgendwie mit drin hast.",{"text":25607,"start":14549,"end":14600},"Aber ich denke mal, bis es bei uns 'n Thema wird, hier wird's wahrscheinlich noch eine ganze Weile lang dauern.",{"text":25609,"start":14600,"end":14639},"Wir wissen, health ist schon schwierig irgendwie in der EU in der EU mit 'ner BaFin.",{"text":25611,"start":14643,"end":14701},"Hier in Deutschland wird's natürlich noch mal sehr viel schwieriger, ob's überhaupt erlaubt wird, dass ChatGPT diese Zugriff diesen Zugriff hier in Deutschland auch bekommt.",{"text":25613,"start":14701,"end":14755},"Aber ist natürlich die Frage so, keine Ahnung, jetzt Dennis eigentlich ist die wichtigste Frage für dich, würdest Du das anschalten?",{"sentences":25615,"speaker":106,"num_words":24911,"start":14755,"end":14810},[25616],{"text":25617,"start":14755,"end":14810},"Also wenn Du schon sagst, nein, dann dann dann wird's Philipp, nickt, was würdest Du's anmachen oder was?",{"sentences":25619,"speaker":652,"num_words":25065,"start":14810,"end":15118},[25620,25622,25624,25626],{"text":25621,"start":14810,"end":14919},"Ja, also was ich jetzt letztens hatte, eine Überweisung machen, wo Du 'n Foto einfach nur von, also ich hab meine Steuer zurückbekommen, dann kriegst Du halt dieses diesen Steuerschreiben und hast Du unten halt die IBAN und dann alles Zeug.",{"text":25623,"start":14923,"end":14983},"Und ich hab das bei meiner Banking App getestet, wo Du Fotoüberweisung machen kannst, aber das ist sehr primitiv, sag ich mal.",{"text":25625,"start":14983,"end":15044},"Und ich würd definitiv machen 'n Foto, hey, bitte vorbereite die Überweisung vor, dann kann ich's kurz gegenchecken und dann auf senden.",{"text":25627,"start":15047,"end":15118},"Oder wenn ich sag, hey bitte, ich weiß nicht, schick Dennis 15 Euro für das Essen von gestern, wenn ich das übern prompt machen kann, supergern.",{"sentences":25629,"speaker":106,"num_words":25636,"start":15122,"end":15246},[25630,25632,25634],{"text":25631,"start":15122,"end":15154},"Obwohl ich das, das hab ich bei ChatGPTfinance noch nicht ganz verstanden.",{"text":25633,"start":15154,"end":15214},"Ich hab's nicht genau gesehen, aber es wirkte für mich so, dass es eher die Analyse und nicht Überweisung an der Stelle geht, oder?",{"text":25635,"start":15214,"end":15246},"Oder kann ChatGPT finance dann auch die mich die Überweisung kümmern und so?",49,{"sentences":25638,"speaker":652,"num_words":24902,"start":15249,"end":15265},[25639],{"text":25640,"start":15249,"end":15265},"Das weiß ich jetzt nicht, aber ich",{"sentences":25642,"speaker":106,"num_words":25653,"start":15265,"end":15446},[25643,25645,25647,25649,25651],{"text":25644,"start":15265,"end":15274},"mein, wenn's nicht kommt.",{"text":25646,"start":15276,"end":15312},"Sie Sie sprechen von, Reporting and planning in onesecure AI Plattform.",{"text":25648,"start":15312,"end":15384},"Also es wirkte für mich nicht so, dass das jetzt dein Onlinebanking ersetzt, sondern das ist eher so was wie, was ist da denn hinter dem Finanzguru?",{"text":25650,"start":15384,"end":15419},"Sind doch so diese diese 2 Twins, die dieses diese App da gestartet haben.",{"text":25652,"start":15422,"end":15446},"So, das das ist ja eigentlich so der Use Case, ne?",67,{"sentences":25655,"speaker":106,"num_words":25212,"start":15446,"end":15532},[25656,25658],{"text":25657,"start":15446,"end":15476},"Du Du planst deine Finanzen und Du machst darüber keine Überweisung, so.",{"text":25659,"start":15479,"end":15532},"Deswegen, so hatte ich's auch erst mal verstanden, dass Du sie eben, dass Du sie eben nicht deine Banking App ersetzt.",{"sentences":25661,"speaker":126,"num_words":25357,"start":15535,"end":15907},[25662,25664,25666,25667,25669],{"text":25663,"start":15535,"end":15561},"Ja, ich ja, doch, ich würde ihm schon Zugriff geben.",{"text":25665,"start":15565,"end":15592},"Andererseits würde ich mir jetzt auch nicht so viel von dem Absolut.",{"text":15599,"start":15597,"end":15598},{"text":25668,"start":15598,"end":15752},"Also ich hätte ich hätte irgendwie ein health mehr interessant, muss ich sagen, wenn das an meine ganzen Gesundheitsdaten angeschlossen ist und das mir ab und zu so Tipps geben kann und mich irgendwie motivieren kann, was zu tun, würde ich im Moment größeres Potenzial sehen als, weil ich finde das 'n anderer Sache, also ja, keine Ahnung.",{"text":25670,"start":15752,"end":15907},"Ich hatte das glaube ich auch hier erzählt, dass ich auf diesen Scamp Fass reingefallen bin, wo da stand, hey, ich hab hier mit Cloud das gebaut und Polymarket und mach das mal auch und dann dachte ich so, ja und dann aber ja Cloud sehr selbstkritisch zu gegeben hat, mach das mal lieber nicht, ich bin da nicht besser drin.",{"sentences":25672,"speaker":126,"num_words":25054,"start":15909,"end":15921},[25673],{"text":25674,"start":15909,"end":15921},"Du, das das hilft nicht.",{"sentences":25676,"speaker":106,"num_words":25054,"start":15924,"end":15935},[25677,25678],{"text":752,"start":15924,"end":15925},{"text":25679,"start":15928,"end":15935},"Ja, ich glaub, es",{"sentences":25681,"speaker":652,"num_words":25443,"start":15935,"end":16122},[25682,25684],{"text":25683,"start":15935,"end":16014},"ist schon cool, weil also man geht, ich mein ChatGPT hat ja mittlerweile viele Features auch, die jetzt nicht von dir aus getriggert werden sind, sondern man hat ja diese Automations auch.",{"text":25685,"start":16017,"end":16122},"Und ich mein, ich könnt dir auch eine Automation einfach ansetzen, so von wegen, hey, bitte achte auf mein Konto und wenn Du irgendwas Merkwürdiges siehst oder irgendwie halt diese Dinge halt dieses Alertingsystem oder Kreditkartenzeug oder Sagen",{"sentences":25687,"speaker":126,"num_words":25692,"start":16122,"end":16260},[25688,25690],{"text":25689,"start":16122,"end":16181},"wir so, ich ich sehe da 'n großes Potenzial für viele Leute und ich sehe 'n größeres Potenzial noch in den USA als in Europa.",{"text":25691,"start":16181,"end":16260},"Ja, das würde ja auch bis Schubland denken, ist aber, was man so mitbekommt, was Kredite und überall und alles ist auf rum und und keine Ahnung,",52,{"sentences":25694,"speaker":106,"num_words":8061,"start":16260,"end":16269},[25695],{"text":25696,"start":16260,"end":16269},"was Du Nein,",{"sentences":25698,"speaker":126,"num_words":25306,"start":16269,"end":16466},[25699,25701,25703,25705,25707],{"text":25700,"start":16269,"end":16279},"das ist so.",{"text":25702,"start":16282,"end":16294},"Genau, abzahlst und so was.",{"text":25704,"start":16297,"end":16413},"Da und von der Mentalität, ich glaube schon, dass das da wirklich ganz gut sein kann, dass Du halt, ne, Du hast irgendwie x monatliche Zahlungen für irgendeinen Kack in der Abbezahlst und dass Du dir das, ne, guckt bis wann läuft das alles und so.",{"text":25706,"start":16413,"end":16456},"Also dass Du wirklich da die Übersicht hast und dann da nicht komplett Differenz, Kann ich mir vorstellen.",{"text":25708,"start":16460,"end":16466},"Ah, ja.",{"sentences":25710,"speaker":106,"num_words":25719,"start":16466,"end":17002},[25711,25713,25715,25717],{"text":25712,"start":16466,"end":16659},"Und ich mir wahrscheinlich ist auch am Ende, ne, die Schnittstelle Text auch einfach die bessere Schnittstelle als das, was, also wahrscheinlich sehr viel schneller das gleiche Featureset und dann direkt auch sehr viel Besseres erreichen als jetzt zum Beispiel sone Finanzplaner App, wo Du ja wirklich dann einfach auf den Use Case zugeschnitten ist so, aber natürlich auch die die Informationen, die Du da rausbekommen bekommst, ja teilweise auch etwas schwieriger sind so.",{"text":25714,"start":16659,"end":16834},"Und jetzt will ich ich vergleich son bisschen, warum ich grad drauf komme, Wir haben auch grad die Diskussion bei uns in unserem Business Intelligence Bereich so, wo wir natürlich auch noch auf Tools sind, die jetzt teilweise Also wir haben auf jeden Fall, sind schon super da unterwegs und haben aber die Tools, die wir ursprünglich mal dafür gebaut haben, Daten zu analysieren oder dafür nutzen, auch 'n Google Tool, luca.",{"text":25716,"start":16838,"end":16849},"Das hat keinerlei AI Integration.",{"text":25718,"start":16849,"end":17002},"Da ist wirklich noch son bisschen sozusagen, ich klick mir zusammen, welche Daten ich irgendwie sehen möchte, aber parallel sind wir eigentlich schon alle dabei, dass wir unsere Agents mittlerweile mit so viel Kontext versehen haben, dass wir eigentlich auf die Rohdaten zugreifen können, wir mit diesen einfach nur mit dem Agent sozusagen darüber sprechen können, wenn wir bestimmte Auswertungen haben wollen.",213,{"sentences":25721,"speaker":106,"num_words":25732,"start":17002,"end":17224},[25722,25724,25726,25728,25730],{"text":25723,"start":17002,"end":17063},"Wir sind da zwar noch nicht auf dem Niveau, dass es dass wir das gleiche Vertrauen haben wie bei unserem standardisierten Dashboard Tooling so.",{"text":25725,"start":17063,"end":17101},"Aber man merkt schon, es ist einfach eine ganz andere Art des Interagieren zum Arbeiten.",{"text":25727,"start":17101,"end":17166},"So, wenn ich einfach per natürlicher Sprache einfach Fragen stellen kann, die ich habe und im Grunde genommen ist es bei Finanzen ja auch nichts anderes.",{"text":25729,"start":17166,"end":17184},"Eigentlich will ich irgendwie in Mhm.",{"text":25731,"start":17187,"end":17224},"Übersicht über die letzten Monate irgendwelche Besonderheiten haben, für was gebe ich mein Geld aus?",86,{"sentences":25734,"speaker":106,"num_words":25745,"start":17224,"end":17580},[25735,25737,25739,25741,25743],{"text":25736,"start":17224,"end":17254},"So, was hab ich vielleicht diesen Monat anders gemacht als im letzten so?",{"text":25738,"start":17256,"end":17278},"Und auf welche Dinge könnt ich denn vielleicht achten so?",{"text":25740,"start":17278,"end":17356},"Findest Du irgendwelche bestimmte Details, die irgendwie, die die ich vielleicht verändern sollte und grad diese ganzen Use Case, die meinen, wofür hab ich denn eigentlich Abos und so was?",{"text":25742,"start":17356,"end":17441},"Und im Grunde sind es eigentlich immer nur ziemlich simple Fragen, die ich habe und das wahrscheinlich son Chatinterface, dass das bessere Interface dafür ist als ein dediziert gebautes, eine dediziert gebaute App dafür so.",{"text":25744,"start":17441,"end":17580},"Und ich will ja auch auch, ich glaub, diese Finanzplanerdinger, ich glaub, der ja hauptsächlich hauptsächlich das Problem ist auch so, dass Du ja gar nicht, ist ja nicht sone App, die Du jeden Tag öffnest und jeden Tag da trackst, sondern Du gehst ja nicht ab und zu rein, dass ab und zu mal fragen.",144,{"sentences":25747,"speaker":106,"num_words":25750,"start":17580,"end":17680},[25748],{"text":25749,"start":17580,"end":17680},"Und aus Userperspektive ist es natürlich so, wenn ich das einfach in meinem Chat Tool hab und dann ab und zu immer schnell eine Frage über meine Finanzen stellen kann, ist wahrscheinlich der bessere Platz als dafür eine explizite App mit Abo.",42,{"sentences":25752,"speaker":652,"num_words":25763,"start":17683,"end":17885},[25753,25755,25757,25759,25761],{"text":25754,"start":17683,"end":17761},"Ich glaub halt, dass wirklich, vor allem, in den USA Leute ChatGPT fragen, die also nicht unbedingt im nächsten Phoenix Game drin sind und fragen, hey, kann ich das kaufen?",{"text":25756,"start":17765,"end":17806},"Im Sinne von, hey, hab ich, kann ich kann ich mir das leisten, so in dem Sinne.",{"text":25758,"start":17810,"end":17820},"Und ich mein, warum nicht?",{"text":25760,"start":17820,"end":17848},"Also es gibt bestimmt auch in Europa oder in Deutschland dann so.",{"text":25762,"start":17848,"end":17885},"Und wenn's hilfreich ist und wenn's den Leuten dann am Ende Mehrwert bringt, warum nicht?",79,{"sentences":25765,"speaker":106,"num_words":25768,"start":17885,"end":18001},[25766],{"text":25767,"start":17885,"end":18001},"Aber da ist wiederum die Frage, ne, in Amerika, wenn am Ende so, puncto Halluzination so, wenn's am Ende doch nicht leisten, was heißt leisten und so, ne, ist dann am Ende bisschen wie dieser Disclaimer so, packen Sie die Katze nicht in die Mikrowelle.",45,{"sentences":25770,"speaker":652,"num_words":25773,"start":18004,"end":18060},[25771],{"text":25772,"start":18004,"end":18060},"Ich weiß nicht, wenn Du jetzt schon nicht dein Konto richtig verstehst und nicht weiß, wofür Du Geld ausgibst, dann ich glaub, so sind",24,{"sentences":25775,"speaker":8061,"num_words":8061,"start":18060,"end":18069},[25776],{"text":25777,"start":18060,"end":18069},"wir sind wir",{"sentences":25779,"speaker":106,"num_words":24821,"start":18069,"end":18087},[25780],{"text":25781,"start":18069,"end":18087},"sind Ja, wir als Deutsche können's",{"sentences":25783,"speaker":126,"num_words":24888,"start":18087,"end":18119},[25784,25786],{"text":25785,"start":18087,"end":18093},"nicht nachholen.",{"text":25787,"start":18093,"end":18119},"Wir würden so argumentieren, wir sind noch mal keine Amis.",{"sentences":25789,"speaker":652,"num_words":25798,"start":18123,"end":18329},[25790,25792,25794,25796],{"text":25791,"start":18123,"end":18178},"Ja, aber ich glaub, es gibt viele Menschen, denen's so geht, die nicht genau wissen, was für Subskriptions 'n Zeug die haben.",{"text":25793,"start":18178,"end":18227},"Und ich mein ja, ein großer Teil von Clark und Finanzguru ist ja, dass die für dich diese Dinge erkennen.",{"text":25795,"start":18230,"end":18281},"Und ich bin mir Also ich mein, Jet GBT oder die die Menschen von Open Air sind ja nicht irgendwie schlecht.",{"text":25797,"start":18284,"end":18329},"Das heißt, die werden sich schon anschauen, was die anderen an Features bereitstellen und ey, können wir das auch irgendwie bereitstellen?",84,{"sentences":25800,"speaker":106,"num_words":25773,"start":18332,"end":18390},[25801,25803],{"text":25802,"start":18332,"end":18336},"Ja, klar.",{"text":25804,"start":18336,"end":18390},"Und das Modell selbst ganz wahrscheinlich auch schon sehr viel schneller einfach so, das so, dass Du dafür krass drauf trainieren musst.",{"sentences":25806,"speaker":126,"num_words":106,"start":18390,"end":18393},[25807],{"text":752,"start":18390,"end":18393},{"sentences":25809,"speaker":106,"num_words":106,"start":18396,"end":18397},[25810],{"text":18399,"start":18396,"end":18397},{"sentences":25812,"speaker":126,"num_words":25421,"start":18401,"end":18425},[25813],{"text":25814,"start":18401,"end":18425},"Dann lass uns noch über Gott und die Welt sprechen.",{"sentences":25816,"speaker":106,"num_words":25823,"start":18427,"end":18472},[25817,25819,25821],{"text":25818,"start":18427,"end":18441},"Über Gott und die Welt, ja.",{"text":25820,"start":18443,"end":18458},"Ja, ich mein, schon sehr interessant, ne.",{"text":25822,"start":18458,"end":18472},"Ich weiß ja gar nicht, ich,",19,{"sentences":25825,"speaker":126,"num_words":25830,"start":18475,"end":18507},[25826,25828],{"text":25827,"start":18475,"end":18497},"ja, da halten uns ja selten über Religion so.",{"text":25829,"start":18497,"end":18507},"Ich weiß ja gar nicht,",14,{"sentences":25832,"speaker":106,"num_words":25111,"start":18507,"end":18544},[25833,25835],{"text":25834,"start":18507,"end":18538},"ich bin immer davon ausgegangen, wir dass hier 3 Atheisten zusammensitzen.",{"text":25836,"start":18538,"end":18544},"Ich bin",{"sentences":25838,"speaker":126,"num_words":24902,"start":18544,"end":18560},[25839],{"text":25840,"start":18544,"end":18560},"mal gespannt, was was ihr was ihr",{"sentences":25842,"speaker":106,"num_words":25850,"start":18560,"end":18666},[25843,25845,25847,25849],{"text":25844,"start":18560,"end":18593},"mir gleich erzählt, was eure Konpression ist, die ich bisher noch nicht kenne.",{"text":25846,"start":18593,"end":18630},"Ich bin ja auch katholisch geprägt, deshalb ich natürlich die Also worum geht's.",{"text":25848,"start":18633,"end":18662},"Der Papst hat eine Enzyklika veröffentlicht und die geht über KI.",{"text":951,"start":18665,"end":18666},38,{"sentences":25852,"speaker":126,"num_words":652,"start":18666,"end":18671},[25853],{"text":25854,"start":18666,"end":18671},"ich mein,",{"sentences":25856,"speaker":106,"num_words":25867,"start":18671,"end":18820},[25857,25859,25861,25863,25865],{"text":25858,"start":18671,"end":18716},"für alle, die jetzt nicht wie ich im katholischen Milieu aufgewachsen sind, vielleicht, was ist eine Enzyklika?",{"text":25860,"start":18716,"end":18755},"Im Grunde genommen ist das so das wichtigste Lehrschreiben, das 'n Papst überhaupt veröffentlichen kann.",{"text":25862,"start":18757,"end":18788},"Es ist sone Art offizielles Grundsatzpapier, so berühmte Beispiele sind Reherung.",{"text":25864,"start":18788,"end":18794},"Nur warum?",{"text":25866,"start":18794,"end":18820},"Achtzehnhunderteinundneunzig über die Arbeit der Rechte der Industrialisierung.",53,{"sentences":25869,"speaker":106,"num_words":25830,"start":18823,"end":18867},[25870],{"text":25871,"start":18823,"end":18867},"Dann gab's Lauda Tussy von 2015, das war über den Klimawandel und Was ist",{"sentences":25873,"speaker":126,"num_words":8061,"start":18867,"end":18879},[25874],{"text":25875,"start":18867,"end":18879},"denn alles Song?",{"sentences":25877,"speaker":106,"num_words":25203,"start":18882,"end":18909},[25878,25880],{"text":25879,"start":18882,"end":18887},"Ja, laut.",{"text":25881,"start":18891,"end":18909},"Mit Lauda Toucise auch 'n Kirchenkong.",{"sentences":25883,"speaker":126,"num_words":652,"start":18913,"end":18917},[25884],{"text":25885,"start":18913,"end":18917},"Ah, okay.",{"sentences":25887,"speaker":106,"num_words":24831,"start":18917,"end":18940},[25888],{"text":25889,"start":18917,"end":18940},"Wie geht der wie geht der weiter, der Malison?",{"sentences":25891,"speaker":126,"num_words":8061,"start":18943,"end":18954},[25892,25894],{"text":25893,"start":18943,"end":18949},"Ist egal.",{"text":18956,"start":18949,"end":18954},{"sentences":25896,"speaker":652,"num_words":25203,"start":18958,"end":18977},[25897,25898],{"text":12315,"start":18958,"end":18959},{"text":25899,"start":18959,"end":18977},"Ja, das wahrscheinlich, der alles irgendwie so.",{"sentences":25901,"speaker":126,"num_words":652,"start":18977,"end":18983},[25902],{"text":25903,"start":18977,"end":18983},"Das ist",{"sentences":25905,"speaker":106,"num_words":25916,"start":18983,"end":19518},[25906,25908,25910,25912,25914],{"text":25907,"start":18983,"end":18995},"'n das ist 'n Kirchenkong.",{"text":25909,"start":18995,"end":19036},"Nur also ich mein nicht, der seid ihr scheinbar nicht sonderlich christlich oder kirchlich geprägt.",{"text":25911,"start":19039,"end":19136},"Von daher jetzt das nächste vom das und das Erste vom aktuellen Papst über KI mit dem Namen Magnifica Humanitas, großartige Menschlichkeit und son bisschen über, also Einlauten der Kirche in Bezug auf künstliche Intelligenz.",{"text":25913,"start":19136,"end":19463},"Und ich hatte's ja vorhin schon gemeint, also bei der Vorstellung stand neben dem Papst auf der Bühne Christopher Ola, Mitgründer von Intropic, also und ist natürlich auch erst mal superinteressant, wo also welche Kreise es einfach zieht, wo überall KI diskutiert wird und son bisschen, wenn man uns anschaut, so die die wichtigsten Aussagen sozusagen, die in diesem in diesem Enzyklika so getroffen wurden, ist so die die Annahme des Papstes so Technologie ist nie neutral, sondern sie trägt son bisschen die Eigenschaft derer, die sie entwickeln, finanzieren und regulieren, was glaube ich son großer Diskussionspunkt davon ist so und hat in dem Zug auch bisschen diese Babel Metapher, also den Turmbau zu Babel irgendwie getroffen, so.",{"text":25915,"start":19463,"end":19518},"Die Menschheit vor der Wahl will sie den nächsten Turm zu Babel bauen oder eher die gemeinsame Stadt mit Gott.",193,{"sentences":25918,"speaker":106,"num_words":25929,"start":19518,"end":19990},[25919,25921,25923,25925,25927],{"text":25920,"start":19518,"end":19538},"Dann so, Macht darf nicht konzentriert werden.",{"text":25922,"start":19538,"end":19617},"Also es sollten, wenn die KI in den Händen von wenigen ist, dann wird's irgendwie den Graben nur noch größer machen und irgendwie die Verantwortung muss an jedem Punkt klar sein.",{"text":25924,"start":19617,"end":19716},"Das war auch son bisschen das, was Christopher Ohler da auch 'n bisschen mich sich mit eingeschaltet hat, wo's natürlich klar ist so, Antropic positioniert ja auch so als das Unternehmen in Richtung so Safety und AI und so.",{"text":25926,"start":19716,"end":19897},"Und trotzdem hat auch er da gesagt in diesem in diesem Zuge so, ist natürlich in dem ganzen Zuge, bei diesen Bewertungen so was nicht ganz so einfach, immer diesen Grundsätzen am Ende auch zu folgen, weil es eben ein privates Unternehmen ist, was einen wirtschaftlichen Erfolg natürlich auch irgendwie anstrebt und da in bei sonem Thema natürlich auch nicht immer ganz einfach ist sozusagen, alle Grundsätze miteinander in in Einklang zu bringen, so.",{"text":25928,"start":19897,"end":19990},"Und deswegen so, ich würde sagen, so die die konkreten Sorgen, die der Papst da so benannt hatte, eben die Machtkonzentration, so die der Energieverbrauch, aber auch so autonome Waffensysteme war noch mal einen großes Thema.",187,{"sentences":25931,"speaker":106,"num_words":25029,"start":19992,"end":20398},[25932,25934,25936,25938,25940],{"text":25933,"start":19992,"end":20052},"Und genau, es ist so, ist, glaube ich, noch mal insofern Also man kann son bisschen fragen, okay, was hat das jetzt fürn Einfluss so?",{"text":25935,"start":20052,"end":20095},"Man kann einerseits sagen, gut, die Kirche hat sich einfach dazu positioniert, wird keinen weiteren großen Einfluss irgendwie haben.",{"text":25937,"start":20095,"end":20169},"Dann muss man natürlich aber auch sagen, in Amerika so, grade irgendwie bestimmte Einordnung von der Kirche und so was sind auch am Ende so, dass sie Einfluss darauf haben, wie Firmen arbeiten.",{"text":25939,"start":20169,"end":20332},"Also ich kann mir schon vorstellen, dass wir so in, das hatte, glaub ich, auch der der Janemann an sonem Intend Channel son bisschen geteilt, ne, dass son bisschen die Frage ist so, werden sich ab jetzt HR Abteilungen wieder mit beschäftigen müssen so, wenn irgendwie christlich geprägte Mitarbeiter irgendwie sagen, so in der Richtung nach der Aussage des Paps und so was.",{"text":25941,"start":20332,"end":20398},"Ich will KI und so was gar nicht so stark nutzen, weil's eben teilweise die Meinung derjenigen mitträgt, die die KI die die KI trainieren und so.",{"sentences":25943,"speaker":106,"num_words":25237,"start":20398,"end":20639},[25944,25946,25948,25950],{"text":25945,"start":20398,"end":20480},"Und son bisschen also fängt es ein neuer Diskurs in Firmen an, wenn man sozusagen vielleicht nach der kirchlichen Definition nicht dazu gedrängt werden kann, per Policy mehr KI zum Beispiel zu nutzen, so.",{"text":25947,"start":20480,"end":20533},"Also ich glaub, da fangen könnten noch mal ganz neue Diskussionen irgendwie anfangen, aber ist natürlich schon einfach so krass, ne.",{"text":25949,"start":20533,"end":20579},"Wenn man's noch mal wenn man's noch mal zusammenfasst so die Enzyplika so, Arbeiterrechte, Klimawandel, KI.",{"text":25951,"start":20582,"end":20639},"So, ist schon, zeigt, glaube ich, auch noch mal weiter auf, welchem Niveau des Themas, wenn Sie hier grade befinden.",{"sentences":25953,"speaker":652,"num_words":24831,"start":20642,"end":20662},[25954],{"text":25955,"start":20642,"end":20662},"Ich hab das nicht mitbekommen und auch nicht verfolgt.",{"sentences":25957,"speaker":126,"num_words":24821,"start":20665,"end":20679},[25958],{"text":25959,"start":20665,"end":20679},"Ja, ist also Aber was ist",{"sentences":25961,"speaker":106,"num_words":25968,"start":20679,"end":20771},[25962,25964,25966],{"text":25963,"start":20679,"end":20722},"denn so, weil das ist, seid ihr eigentlich, ist ist immer von euch beiden dran eine Kirche?",{"text":25965,"start":20722,"end":20750},"Ich geh mal nicht davon aus, wenn ihr das nicht mitbekommen habt.",{"text":25967,"start":20750,"end":20771},"Also ihr habt den Papst Livestream nicht geschaut.",37,{"sentences":25970,"speaker":126,"num_words":25133,"start":20771,"end":20785},[25971],{"text":25972,"start":20771,"end":20785},"Den den Papst Newsletter.",{"sentences":25974,"speaker":652,"num_words":25980,"start":20785,"end":20868},[25975,25976,25978],{"text":20791,"start":20785,"end":20788},{"text":25977,"start":20788,"end":20856},"Ich mein, das Einzige, was ich damals mitbekommen hab, als er Papst geworden ist, dass der Papst relativ für einen Papst ein moderneres Denken hat.",{"text":25979,"start":20856,"end":20868},"Das hab ich damals mitbekommen.",31,{"sentences":25982,"speaker":106,"num_words":25054,"start":20871,"end":20887},[25983],{"text":25984,"start":20871,"end":20887},"Er ist US Amerikaner auch.",{"sentences":25986,"speaker":126,"num_words":25133,"start":20889,"end":20899},[25987,25989],{"text":25988,"start":20889,"end":20893},"Ja, genau.",{"text":25990,"start":20896,"end":20899},"Ich mein,",{"sentences":25992,"speaker":652,"num_words":25421,"start":20902,"end":20926},[25993],{"text":25994,"start":20902,"end":20926},"ich weiß nicht, interessiert mich nicht persönlich, muss ich sagen.",{"sentences":25996,"speaker":106,"num_words":26003,"start":20929,"end":21119},[25997,25999,26001],{"text":25998,"start":20929,"end":20994},"Ja, also ich mein, ich es mich am Ende auch nicht, aber es ist einfach, ich find's schon an sich einfach noch mal son bisschen Zeichen gerade auch.",{"text":26000,"start":20994,"end":21075},"Wie gesagt, kriegst Frau Ulla Enschopick auf einmal da bei der bei der Enzyklika von der Kirche irgendwie mit auf der Bühne steht, sondern das ist schon irgendwie verrückte Welt.",{"text":26002,"start":21075,"end":21119},"So und wie gesagt, in den USA kann ich mir schon vorstellen, dass das noch mehr Thema ist wird.",77,{"sentences":26005,"speaker":126,"num_words":8061,"start":21122,"end":21127},[26006],{"text":26007,"start":21122,"end":21127},"Da ist es",{"sentences":26009,"speaker":106,"num_words":25850,"start":21127,"end":21225},[26010,26012,26014,26016],{"text":26011,"start":21127,"end":21159},"ja durchaus etwas extremer, auch was die was die christliche Prägung angeht.",{"text":26013,"start":21161,"end":21181},"Ah, dann könnte die Kirche das ja finanzieren vielleicht.",{"text":26015,"start":21184,"end":21203},"Genug Geld hätten sie auf jeden Fall, ja.",{"text":26017,"start":21205,"end":21225},"Vielleicht vielleicht haben wir bald Modelle von der Kirche.",{"sentences":26019,"speaker":652,"num_words":24911,"start":21228,"end":21277},[26020,26022],{"text":26021,"start":21228,"end":21271},"Du meinst, dass die anstatt eine neue Kirche bauen, 'n neuen Servicecenter mit 'ner Million GPS?",{"text":26023,"start":21274,"end":21277},"Na ja,",{"sentences":26025,"speaker":126,"num_words":26028,"start":21277,"end":21319},[26026],{"text":26027,"start":21277,"end":21319},"wenn Sie sagen, es muss alles muss ordentlich gemacht werden und mit 'nem mit 'nem guten Gemeinschaftssinn?",17,{"sentences":26030,"speaker":652,"num_words":25850,"start":21323,"end":21413},[26031,26033],{"text":26032,"start":21323,"end":21337},"Ja, ich mein, das will ja jeder.",{"text":26034,"start":21337,"end":21413},"Also ich glaub, da gibt's niemand auf der Welt, der sagt, ey, macht, was ihr wollt und ist gut, wenn 1 die grad so, ich glaub, das würde ja niemand sagen.",{"sentences":26036,"speaker":126,"num_words":26044,"start":21415,"end":21632},[26037,26038,26039,26040,26042],{"text":752,"start":21415,"end":21416},{"text":752,"start":21420,"end":21421},{"text":752,"start":21425,"end":21426},{"text":26041,"start":21426,"end":21495},"Ich mein, ja, es sind spannende sind spannende Themen, ne, die keine Ahnung, wir könnten jetzt, aber das wird heute, das machen wir machen wir in der nächsten News Folge.",{"text":26043,"start":21498,"end":21632},"Wir könnten jetzt grad noch mal abbiegen auf, wo ihr auch ethnische ethische Fragen von von im Detail jetzt noch mal welches geht und so, aber kann natürlich irgendwie schon Einstellungen haben und dann sich auch sehr extrem positionieren und sagen, ne, man möchte das damit nichts zu tun haben und das das nicht haben und so.",90,{"sentences":26046,"speaker":106,"num_words":26055,"start":21635,"end":22047},[26047,26048,26049,26051,26053],{"text":21639,"start":21635,"end":21636},{"text":752,"start":21641,"end":21642},{"text":26050,"start":21644,"end":21866},"Und mein, natürlich sagt das auch jeder so, aber ich glaube, es ist ja trotzdem, der Part ist so, es ist ja trotzdem und das bleibt der Fall, es hat ja auch Christopher Ole auf der Bühne gesagt so, ein paar wenige private Unternehmen, die sich da grade ein großes Rennen liefern und eben am Ende ist es so, da gibt es dann durchaus noch mal andere Anreize, vielleicht auch dem Ziel der der der der der Menschheit im Ganzen etwas Gutes zu tun, vielleicht auch noch mal andere Anreize irgendwie gesetzt werden.",{"text":26052,"start":21866,"end":21923},"Ich glaub, das ist halt schon die Grundproblematik und ich kann mir schon vorstellen, dass wie gesagt, auf mich hat das auch keinerlei Einfluss so.",{"text":26054,"start":21923,"end":22047},"Ich bin da eher auf eurer Seite so, aber das ist Man kann, glaube ich, nicht bestreiten, dass es dass es einen Einfluss hat, wenn sich Kirche dazu positioniert und oft viele Leute einen Einfluss hat, die auch sich in dieser Community, in dieser AI Community ein großer Teil davon sind so.",172,{"sentences":26057,"speaker":106,"num_words":25653,"start":22047,"end":22217},[26058,26060,26062],{"text":26059,"start":22047,"end":22107},"Also es ist nun mal grade auch in den USA vielleicht im Silicon Valley prozentual gesehen weniger als auf die Gesamtpopulation der USA.",{"text":26061,"start":22110,"end":22170},"Aber trotzdem glaube ich nicht, dass es dass es ohne Impact irgendwie ist, aber die Frage ist, ob es was an dem Lauf der Dinge verändert.",{"text":26063,"start":22174,"end":22217},"Ich würde wahrscheinlich auch daran zweifeln, aber löst vielleicht noch mal 'n ein oder anderen sinnvollen Diskurs aus.",{"sentences":26065,"speaker":126,"num_words":26073,"start":22219,"end":22567},[26066,26067,26069,26071],{"text":752,"start":22219,"end":22220},{"text":26068,"start":22223,"end":22329},"Ja, für mich ist da auch immer irgendwie die, also mal ähnlich mit der Wirtschaftlichkeit, was ich gesagt hab, sondern es wird halt nicht irgendwie das ein Unternehmen geben, was exorbitante Preise dafür verlangen kann, weil's dann halt andere gibt, die das irgendwie ausgleichen.",{"text":26070,"start":22332,"end":22471},"Und son bisschen ist ja auch die Entwicklung mit den Open Modellen, die wir haben, die sind auch immer besser und sie hinken halt irgendwie in der Zeit 'n bisschen hinterher von ihren Capabilities, aber also, ne, mein mein Optimismus würde ich mir sagen, wir finden doch immer noch auch Wege, das das 'n bisschen dann auszugleichen.",{"text":26072,"start":22474,"end":22567},"Und am Ende, klar, haben wir trotzdem die gleichen Problematiken, die wir jetzt auch schon haben, dass es wenige große Firmen gibt, wo das ganze Geld am Ende lande, aber da endet eher eigentlich jetzt nicht so viel dran.",141,{"sentences":26075,"speaker":106,"num_words":652,"start":22570,"end":22575},[26076],{"text":25312,"start":22570,"end":22575},{"sentences":26078,"speaker":126,"num_words":25203,"start":22578,"end":22606},[26079,26081],{"text":26080,"start":22578,"end":22586},"Judith, Armen.",{"text":26082,"start":22590,"end":22606},"Wenn ihr, wenn ihr Das kennen",{"sentences":26084,"speaker":106,"num_words":24902,"start":22606,"end":22625},[26085,26087,26088],{"text":26086,"start":22606,"end":22614},"sie aber, oder?",{"text":22588,"start":22614,"end":22617},{"text":26089,"start":22619,"end":22625},"Sagt euch was.",{"sentences":26091,"speaker":126,"num_words":24985,"start":22628,"end":22705},[26092,26094,26096,26097,26099],{"text":26093,"start":22628,"end":22635},"Amen kenn ich.",{"text":26095,"start":22635,"end":22661},"Ich bin tatsächlich athistisch, wie nennt man das denn?",{"text":22668,"start":22661,"end":22666},{"text":26098,"start":22666,"end":22684},"Nein, geboren, alle werden zogen, geboren.",{"text":26100,"start":22688,"end":22705},"Aber auf jeden Fall, ich wurde nie getauft.",{"sentences":26102,"speaker":126,"num_words":25054,"start":22705,"end":22719},[26103],{"text":26104,"start":22705,"end":22719},"Ich war nie ein, genau.",{"sentences":26106,"speaker":652,"num_words":26109,"start":22719,"end":22743},[26107],{"text":26108,"start":22719,"end":22743},"Dann heißt Du gar nicht Dennis, dann bist Du eigentlich niemand.",11,{"sentences":26111,"speaker":126,"num_words":25111,"start":22747,"end":22782},[26112,26114,26115],{"text":26113,"start":22747,"end":22776},"Ich hab mir das, was den Namen nie nie offiziell bekommen.",{"text":752,"start":22778,"end":22779},{"text":4319,"start":22781,"end":22782},{"sentences":26117,"speaker":652,"num_words":24821,"start":22786,"end":22803},[26118],{"text":26119,"start":22786,"end":22803},"Da Nee, nee, hab da tatsächlich",{"sentences":26121,"speaker":126,"num_words":8061,"start":22805,"end":22812},[26122],{"text":26123,"start":22805,"end":22812},"hab da tatsächlich",{"sentences":26125,"speaker":652,"num_words":25692,"start":22815,"end":22954},[26126,26128,26130,26132],{"text":26127,"start":22815,"end":22823},"früher Spaß gemacht.",{"text":26129,"start":22823,"end":22835},"Also ich bin katholisch aufgewachsen.",{"text":26131,"start":22835,"end":22912},"Ich fand das auch interessant, vor allem in der Oberstufe, wo man dann nicht nur den katholischen Blickwinkel hatte, sondern auch Buddhismus und muslimische, das fand ich gut.",{"text":26133,"start":22912,"end":22954},"Ich weiß nicht, was heutzutage ist, aber ist definitiv hilfreich, wenn man das lernt, find ich.",{"sentences":26135,"speaker":126,"num_words":25054,"start":22956,"end":22968},[26136],{"text":26137,"start":22956,"end":22968},"Ja, dafür gibt's ja Ethik.",{"sentences":26139,"speaker":652,"num_words":24902,"start":22971,"end":22988},[26140,26142],{"text":26141,"start":22971,"end":22984},"Ja, bei mir hieß es Religion.",{"text":752,"start":22987,"end":22988},{"sentences":26144,"speaker":106,"num_words":25692,"start":22990,"end":23131},[26145,26147,26149],{"text":26146,"start":22990,"end":23016},"Ja, ja, ich glaube, ja, ich hör wieder zurück.",{"text":26148,"start":23016,"end":23073},"Wir könnten eine weitere Diskussion auch machen, aber bei Minute 45 ich nicht über die Sinnhaftigkeit von Religionsunterricht streiten.",{"text":26150,"start":23073,"end":23131},"Aber ja, ich find das ist schöner, dass wir können Philipp selber lieber erst mal stehen lassen als als meine Meinung zu dem Thema.",{"sentences":26152,"speaker":126,"num_words":25212,"start":23131,"end":23216},[26153,26154,26156],{"text":4319,"start":23131,"end":23133},{"text":26155,"start":23133,"end":23200},"Wenn ihr 'n Tag dazu habt, den ihr gerne loswerden wollt und den wir hier teilen sollen, dann schreibt uns gerne an Podcast at Programmier Punkt bar.",{"text":26157,"start":23203,"end":23216},"Ja, aber das ist nicht.",{"sentences":26159,"speaker":652,"num_words":25096,"start":23216,"end":23289},[26160],{"text":26161,"start":23216,"end":23289},"Religion 'n sehr gutes Thema, wo man also viel dazu lernen kann, wie man diskutiert und wie man sich versucht, in die Gedanken von anderen Menschen reinzusetzen und so was?",{"sentences":26163,"speaker":106,"num_words":26174,"start":23292,"end":23405},[26164,26166,26168,26170,26172],{"text":26165,"start":23292,"end":23304},"Ja, ich mein, auf jeden Fall.",{"text":26167,"start":23304,"end":23325},"Im Grunde genommen geborene ich dir auch komplett recht.",{"text":26169,"start":23325,"end":23366},"Ich glaub, ist immer die Frage son bisschen, welchen Religionsunterricht hat man genossen in seiner Zeit?",{"text":26171,"start":23366,"end":23400},"Und am Ende hängt geht dieses Thema stark dran ab, welche Lehrer Du hast.",{"text":26173,"start":23400,"end":23405},"Und Klar.",47,{"sentences":26176,"speaker":106,"num_words":652,"start":23408,"end":23411},[26177],{"text":26178,"start":23408,"end":23411},"Es war,",{"sentences":26180,"speaker":126,"num_words":106,"start":23413,"end":23414},[26181],{"text":16123,"start":23413,"end":23414},{"sentences":26183,"speaker":106,"num_words":25518,"start":23414,"end":23473},[26184,26186,26188],{"text":26185,"start":23414,"end":23422},"wir mal so.",{"text":26187,"start":23422,"end":23455},"Ich bin glaub eher auf der die schlechten Seite, was die Qualität heißt.",{"text":26189,"start":23455,"end":23473},"Das ist der Religionsberichte, ja.",{"sentences":26191,"speaker":652,"num_words":25325,"start":23473,"end":23515},[26192],{"text":26193,"start":23473,"end":23515},"Wenn Du nicht gehofft hast, einmal ein Foto umzubeten und 'n Rosenkranz und dann nee,",{"sentences":26195,"speaker":106,"num_words":26206,"start":23515,"end":23962},[26196,26198,26200,26202,26204],{"text":26197,"start":23515,"end":23684},"ich weiß, also es es wird einfach wenig Disk Gut, ich bin, später bin ich auch mal zur Ethik gewechselt, aber auch so, weil ich dann irgendwie in der zehnten Klasse nicht eingesehen hab und einfach meine meine meine meine Prüfung immer komplett leer abgegeben wollte und irgendwie dreimal 0 Punkte hab und dachte halt, okay, mir reicht's ja, wenn ich 2 Punkte 3 Punkte mündlich hab so.",{"text":26199,"start":23684,"end":23728},"Dann kam ich zum Studienratsleiter und er hat mir dann irgendwie angeraten, so, dann geh doch in Ethik so.",{"text":26201,"start":23728,"end":23818},"Und dann kam ich in Ethik und gefühlt war's halt wieder so, dass ich irgendwie dachte, ah, es war jetzt so na ja und dann hab ich da mein bei der meiner nächsten Arbeit hab ich dann gesagt, okay, hier alles klar.",{"text":26203,"start":23821,"end":23888},"Ich mich hin das jetzt wieder nicht, aber weil der Lehrer nett ist, schreib ich ihm wenigstens 'n Aufsatz, warum ich nichts warum ich hier nichts beantworte so.",{"text":26205,"start":23888,"end":23962},"Und dann hat er mich dazu gebracht, wollt die Arbeit abgemeldet, hab ich jetzt gefragt, komm, mach doch wenigstens, die erste Aufgabe ist nur die Zusammenfassung des Textes.",185,{"sentences":26208,"speaker":106,"num_words":26219,"start":23962,"end":24297},[26209,26211,26213,26215,26217],{"text":26210,"start":23962,"end":23970},"Mach doch das.",{"text":26212,"start":23973,"end":24036},"So und dann hab ich die Zusammenfassung davon geschrieben und am Ende hab ich auf diese Zusammenfassung dann so bekommen, dass ich 3 Punkte auf der Arbeit bekommen hätte.",{"text":26214,"start":24039,"end":24177},"Der hat's aber dann so gemacht, dass er den Fehlerquotienten, er hat er hat mal all meine Rechtschreibfehler aus der Zusammenfassung als auch meinem Text, warum ich nicht schreibe, die da hat er die Fehler gezählt, hat's aber nur als Nenner sozusagen genommen, die Word die Anzahl von Wörtern aus der Zusammenfassung.",{"text":26216,"start":24177,"end":24259},"Das heißt, mein Fehlerquotient war ultrahoch, weil er die Rechtschreibfehler aus beiden Texten, aber die Wortanzahl nur aus der Zusammenfassung genommen hat und am Ende kamen wieder 0 Punkte bei raus.",{"text":26218,"start":24262,"end":24297},"Und ab dann hab ich mein Ja, von daher ist das eine sehr persönliches Geschichte.",130,{"sentences":26221,"speaker":106,"num_words":652,"start":24297,"end":24306},[26222],{"text":26223,"start":24297,"end":24306},"Schönes Geld.",{"sentences":26225,"speaker":652,"num_words":25421,"start":24306,"end":24336},[26226,26228],{"text":26227,"start":24306,"end":24334},"Dann enden wir damit, dass Fabi ein Legastheniker ist.",{"text":2578,"start":24334,"end":24336},{"sentences":26230,"speaker":126,"num_words":25203,"start":24338,"end":24355},[26231,26233],{"text":26232,"start":24338,"end":24345},"auf jeden Fall.",{"text":26234,"start":24345,"end":24355},"Ich bin wirklich 'n Legastheniker.",{"sentences":26236,"speaker":106,"num_words":26245,"start":24358,"end":24494},[26237,26239,26241,26243],{"text":26238,"start":24358,"end":24369},"Also ich bin 'n Kommalegastheniker.",{"text":26240,"start":24373,"end":24435},"Ich hab in meiner meiner IHK Abschlussprüfung zum Fachinformatiker, habe ich jegliche Punkte für Rechtschreibung abgezogen abgezogen bekommen, aber nur für schlechte Kommasetzung.",{"text":26242,"start":24439,"end":24478},"Ich hab sozusagen das Maximale, was man für Rechtschreibung abgezogen bekommen hat, für Kommasetzung abgezogen bekommen.",{"text":26244,"start":24480,"end":24494},"Aber in puncto AI ist es ja",51,{"sentences":26247,"speaker":126,"num_words":25054,"start":24494,"end":24506},[26248,26250],{"text":26249,"start":24494,"end":24502},"mir jetzt egal.",{"text":26251,"start":24502,"end":24506},"Ich kann's",{"sentences":26253,"speaker":106,"num_words":25334,"start":24506,"end":24547},[26254,26256,26258,26260],{"text":26255,"start":24506,"end":24516},"einfach durch AI jagen.",{"text":26257,"start":24516,"end":24529},"Ich muss das nicht mehr können.",{"text":26259,"start":24529,"end":24537},"Das ist super.",{"text":26261,"start":24537,"end":24547},"Ich weiß nicht.",{"sentences":26263,"speaker":652,"num_words":25773,"start":24547,"end":24603},[26264],{"text":26265,"start":24547,"end":24603},"Aber bist Du dann jemand, der darauf achtet, ob sein prompt korrekt geschrieben ist oder ist es dir komplett egal oder sprichst Du mit?",{"sentences":26267,"speaker":106,"num_words":25293,"start":24603,"end":24696},[26268,26270,26272],{"text":26269,"start":24603,"end":24649},"Ich schreib nur noch 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