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

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(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