#290 | Big-Tech-Quartalszahlen, Apples AI-Strategie, Zukunft von Search, SearchGPT, Threads

(00:04:11) Big-Tech Quartalszahlen: Microsoft, Meta, Alphabet,
Amazon https://on.ft.com/40poTet Cloud-Wachstum als
AI-Erfolgssignal
https://www.cnbc.com/2024/11/02/googles-cloud-outpaces-aws-azure-in-q3-as-ai-battle-heats-up-.html
https://www.cnbc.com/2024/10/31/amazon-amzn-q3-earnings-report-2024.html
https://www.cnbc.com/2024/10/30/microsoft-msft-q1-earnings-report-2025.html
https://www.cnbc.com/2024/10/30/meta-q3-earnings-report-2024.html
https://www.threads.net/@ryanmcraver/post/DB4l3DdyoUm YouTube als
größter Streamer
https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926/
https://variety.com/2024/tv/news/netflix-subscribers-282-million-q3-earnings-1236181199/
Amazons Ad-Boom geht weiter
https://www.cnbc.com/2024/10/31/amazons-advertising-business-grew-19percent-in-the-third-quarter.html
(00:19:06) Apple-Zahlen und AI-Strategie
https://www.cnbc.com/2024/10/31/apple-aapl-q4-earnings-report-2024.html
(00:33:46) Die Zukunft von Search: SearchGPT, Perplexity, Google
und Meta
https://www.tomsguide.com/ai/i-just-tested-google-vs-chatgpt-search-and-im-shocked-by-the-results
(00:54:24) Threads-Wachstum
https://techcrunch.com/2024/11/03/threads-now-has-275m-monthly-active-users/
(00:56:00) Metas Open Source NotebookLM
https://open.spotify.com/episode/3m8Eo4uDryghFWQBGV8uaS?si=retpvVJ2QrGLCKtqPnnPHg
https://www.tomsguide.com/ai/google-just-became-an-ai-teacher-with-new-learn-about-experiment-heres-how-to-try-it
(01:03:02) GitHub unterstützt andere LLMs
https://www.zdnet.com/article/github-copilot-goes-multi-model-with-support-for-four-new-llms/
(01:05:55) NVIDIA löst Intel im Dow Jones ab
https://www.heise.de/news/Nvidia-ersetzt-Intel-im-Dow-Jones-Index-10002346.html
(01:07:35) Waymo mit +50% Fahrten und $45 Mrd. Bewertung
https://www.threads.net/@benedictevans/post/DB4TBxuv273
https://www.threads.net/@realdanodowd/post/DBusX1gvWVg
https://www.threads.net/@waymo/post/DBuNwmqI5Ck (01:10:04) Russland
mit Strafe gegen YouTube
https://www.golem.de/news/extreme-geldstrafe-google-soll-in-russland-2-sextillionen-rubel-strafe-zahlen-2410-190303.amp.html
(01:14:37) TSMC und Taiwan-Konsequenzen
https://www.bloomberg.com/news/articles/2024-10-24/tsmc-s-arizona-chip-production-yields-surpass-taiwan-s-a-win-for-us-push?embedded-checkout=true
(01:17:05) Foursquare wird eingestellt
https://techcrunch.com/2024/10/22/farewell-to-foursquares-app/
(01:18:54) Buchtipp
https://www.amazon.com/Oxygen-Advantage-Scientifically-Breathing-Techniques/dp/0062349473