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- Stellantis Ends Fuel Cell Development - Ford Plans More Passenger Cars for Europe - Volvo To Shift SUV Production to U.S. - Uber and Baidu Form Robotaxi Partnership - Renault Names CFO Interim CEO - Renault Lowers 2025 Financial Guidance - Mercedes Reveals 1st All-Electric Wagon - Honda Helps U.S. Bobsled Team Improve Aerodynamics - Only 8 Chinese Automakers Post Q1 Net Profit - 10% Of Sprinter's Converted into Campers
- Stellantis Ends Fuel Cell Development - Ford Plans More Passenger Cars for Europe - Volvo To Shift SUV Production to U.S. - Uber and Baidu Form Robotaxi Partnership - Renault Names CFO Interim CEO - Renault Lowers 2025 Financial Guidance - Mercedes Reveals 1st All-Electric Wagon - Honda Helps U.S. Bobsled Team Improve Aerodynamics - Only 8 Chinese Automakers Post Q1 Net Profit - 10% Of Sprinter's Converted into Campers
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Blackrock und seine 12-Billionen, gemischte Bilanzen bei US-Banken und einen Stimmungsdämpfer in der Kryptowoche. Außerdem geht es um Alibaba, Baidu, Alcoa, ASML, TSMC, Uber, iShares Core MSCI World, Citigroup, Wells Fargo, DWS, State Streets, JP Morgan, Goldman Sachs Asset Management, Amundi, Robinhood, Coinbase, Circle, DocMorris, Redcare Pharmacy, DroneShield, AeroRed Cat Holdings, MP Materials, Perpetua Resources, Freeport McMoRan, NexGen Energy, NuScale, Oklo, Siemens Energy, RocketLab, Eutelsat, Avio. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Mehr Infos zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. BlackRock & Wells Fargo leiden unter reichen Kunden + wenig Zinsen. NVIDIA, AMD, Tencent, Baidu & Alibaba profitieren von TACO. MP Materials profitiert von Apple. Trade Desk goes S&P 500. FTSE 100 & Citigroup haben Rekorde. JPMorgan hat gute Banker. Deutsche Autobauer haben's schwer. Daimler Truck (WKN: DTR0CK) will den Börsenwert verdoppeln. Asien soll's richten. Alphabet (WKN: A14Y6H) wird an der Börse wie der große KI-Verlierer gehandelt. Ist vielleicht das Gegenteil der Fall? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 16.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
A daily Chronicle of AI Innovations on July 16th 2025Hello AI Unraveled Listeners,In today's AI Daily News,
Reddit has started age verification checks for UK users to comply with the Online Safety Act. Uber will partner with Baidu to let people schedule rides with its robo-taxis outside the US and China. Microsoft is testing energy saver settings based on your workflow instead of just your battery level. And are accented AI voices an important feature for users? Starring Sarah Lane, Tom Merritt, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!
Frank Holland and the Investment Committee debate the record run, as the Nasdaq and S&P 500 hit fresh all-time highs. The experts discuss how to trade the big banks as they kick off earnings. Josh Brown is back with his “Best Stocks in the Market.” Calls of the Day include 3M, Otis Worldwide, and American Express. The panel reacts to Uber's new partnership with Baidu.Investment Committee Disclosures
In this episode of China EVs & More, Tu and Lei dive into the latest from China's fast-moving EV market. They explore the intense price war that's reshaping the industry, why Tesla's Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYD's dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90's high-stakes debut, Xpeng's EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify
When picturing a steel factory, words like "heavy", "smoky" and "arduous" often come to mind. But a technological breakthrough is proving that the iron and steel industry can be smart and sophisticated, thanks to the power of artificial intelligence.提到钢铁厂,人们通常会想到 “重型”“烟雾弥漫”“艰苦” 等词汇。但一项技术突破表明,借助人工智能的力量,钢铁行业也能变得智能化、精细化。Shougang Group, one of China's largest steelmakers, is leading the way with an AI-powered visual system that is transforming the entire steelmaking process from labor-driven to model-driven. With this cutting-edge technology in place, the steel giant has boosted production efficiency by over 20 percent and reduced defects by 35 percent.中国大型钢铁企业之一的首钢集团率先采用人工智能视觉系统,将整个炼钢过程从人力驱动转变为模型驱动。借助这一尖端技术,这家钢铁巨头的生产效率提升了 20% 以上,缺陷率降低了 35%。Exemplifying the shift toward digital and intelligent industrial transformation, the AI-powered system was named as one of the top 10 benchmark applications at the 2025 Global Digital Economy Conference, which wrapped up in Beijing on July 5. During the event, business leaders and industry representatives discussed the growing impact of AI across industries, highlighting China's broader push toward smart manufacturing.在 7 月 5 日于北京闭幕的 2025 全球数字经济大会上,这一人工智能系统入选 “十大标杆应用”,成为工业数字化、智能化转型的典范。大会期间,企业领袖和行业代表探讨了人工智能在各行业日益增长的影响,凸显了中国在智能制造领域的广泛推进。"For a company of our size, the top priority in the face of the ongoing AI revolution is to explore how this technology can deliver better solutions to our challenges, and how it improves quality, increases efficiency and reduces cost," said Jiang Xingqun, senior vice-president of BOE Technology Group Co Ltd, one of the world's largest display panel manufacturers.“面对当下的人工智能革命,对于我们这种规模的企业来说,首要任务是探索这项技术如何为我们的挑战提供更好的解决方案,以及如何通过它提质、增效、降本,” 全球最大的显示面板制造商之一京东方科技集团股份有限公司高级副总裁蒋兴群表示。"Traditional visual technology has been widely used for quality checks, but it still falls short in addressing some issues," Jiang said. "This is why we employ AI for data labeling, model training and detection of defects and abnormalities." He noted that in recent years, BOE has also developed its own automated decision-making system, which is already being used in production.蒋兴群说:“传统视觉技术在质量检测中应用广泛,但在解决某些问题上仍有不足。这就是我们采用人工智能进行数据标注、模型训练以及缺陷和异常检测的原因。” 他指出,近年来京东方还开发了自主的自动化决策系统,目前已应用于生产中。The company has been actively seeking ways to integrate AI into display panel manufacturing, a comprehensive process that encompasses quality inspection, monitoring and analysis, defect repairs and equipment maintenance. With the help of AI, BOE has effectively improved graphic processing efficiency, shortened defect handling cycles and reduced labor costs.该公司一直在积极探索将人工智能融入显示面板制造的方法,这一综合过程涵盖质量检测、监控分析、缺陷修复和设备维护。在人工智能的助力下,京东方有效提升了图像处理效率,缩短了缺陷处理周期,并降低了人力成本。Similarly, numerous companies across the country are accelerating their digital transformation efforts. According to the China Internet Development Report 2024, the country now has nearly 10,000 digitalized workshops and intelligent factories. Of these, more than 400 have been recognized as national-level benchmark factories in smart manufacturing, utilizing technologies such as AI and digital twins.同样,全国众多企业都在加速推进数字化转型。《中国互联网发展报告 2024》显示,目前我国已拥有近 1 万家数字化车间和智能工厂。其中,有 400 多家被认定为国家级智能制造标杆工厂,它们运用了人工智能、数字孪生等技术。Industry insiders highlighted that the costs of large models have dropped sharply over the past year, creating favorable conditions for the application of AI technologies. Ruan Yu, vice-president of Baidu, noted that as costs continue to fall, large AI models are becoming a core productivity tool for an increasing number of enterprises.业内人士强调,过去一年,大模型的成本大幅下降,为人工智能技术的应用创造了有利条件。百度副总裁阮瑜指出,随着成本持续降低,人工智能大模型正成为越来越多企业的核心生产力工具。According to Zhang Di, vice-president of Kuaishou Technology and technical head of Kling AI, AI video generator technology will continue to evolve. By providing interactive and lifelike environments, it will further boost the development of the industrial internet and accelerate the digital transformation of manufacturing and other traditional industries, Zhang said.快手科技副总裁、灵犀 AI 技术负责人张迪表示,人工智能视频生成技术将持续发展。通过提供交互式、逼真的环境,该技术将进一步推动工业互联网的发展,加速制造业等传统产业的数字化转型。In recent years, the Chinese government has introduced a wide range of measures to accelerate AI innovation and promote its application, intending to support new industrialization and the development of the industrial sector.近年来,中国政府出台了一系列措施,加快人工智能创新并推动其应用,旨在支持新型工业化和工业领域的发展。sophisticated /səˈfɪstɪkeɪtɪd/ 精密的,复杂的defect /ˈdiːfekt/ 缺陷,瑕疵integrate /ˈɪntɪɡreɪt/ 融入,使一体化digitalize /ˈdɪdʒɪtəlaɪz/ 使数字化,以数字形式呈现
In Part 1 of our conversation with Tianchen Xu, Senior Economist at The Economist Intelligence Unit, we dig into China's macro performance in the first half of 2025—and what the future may hold. Tianchen analyzes Q1's headline 5.4% growth, discusses why the London trade truce between the US and China matters, and highlights what Western media narratives often miss when reporting on China's economy.We also explore how resilient China's economy really is in the face of renewed US tariffs, whether the truce will hold, and how all of this impacts international brands and investor sentiment. For anyone navigating China's economic landscape in 2025, this episode offers a level-headed, data-driven perspective.Discussion Points:Why Q1 2025's 5.4% GDP growth may be more complicated than it looksThe London US-China tariff agreement: what it covers and what could unravelHow China's supply chain reconfiguration may insulate it from future tariff shocksWhat Western media gets wrong about China's macro fundamentalsThe role of state-led investment and policy buffers in maintaining growth momentum
- U.S. Smuggles in Chinese Minerals - BYD #3 Globally by Market Cap - China Loves Trump's “One Big Beautiful Bill” - Ford Still Qualifies for U.S. Battery Subsidies - Teens Can Rent Waymo AVs - Baidu Rents AVs By the Week - AV Race Car Smashes Track Record - Rivian Launches Gen-2 Quad Motor - Rivian Spin-Off Valued At $1B - U.S. Used Car Prices Climbing - VW AG Ekes Out Global Q2 Sales Gain - Bentley Reveals Jag-Like EV Concept
- U.S. Smuggles in Chinese Minerals - BYD #3 Globally by Market Cap - China Loves Trump's “One Big Beautiful Bill” - Ford Still Qualifies for U.S. Battery Subsidies - Teens Can Rent Waymo AVs - Baidu Rents AVs By the Week - AV Race Car Smashes Track Record - Rivian Launches Gen-2 Quad Motor - Rivian Spin-Off Valued At $1B - U.S. Used Car Prices Climbing - VW AG Ekes Out Global Q2 Sales Gain - Bentley Reveals Jag-Like EV Concept
Our 215th episode with a summary and discussion of last week's big AI news! Recorded on 07/04/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: Cloudflare's new AI data scraper blocking feature, its potential implications, and technical challenges Meta's aggressive recruitment for its Super Intelligence Labs division is covered, highlighting key hires from OpenAI and other leaders in the field Anthropic loses significant talent to Cursor, with details on their new economic futures program focusing on AI's impact on the labor market Notable open-source AI model releases from Baidu and Tencent are also discussed, including their performance metrics and potential applications. Timestamps + Links: (00:00:11) Intro / Banter (00:01:43) News Preview Tools & Apps (00:02:55) Cloudflare Introduces Default Blocking of A.I. Data Scrapers (00:05:44) Runway is going to let people generate video games with AI (00:11:24) Google embraces AI in the classroom with new Gemini tools for educators, chatbots for students, and more (00:16:23) No one likes meetings. They're sending their AI note takers instead. (00:18:08) Google launches Doppl, a new app that lets you visualize how an outfit might look on you (00:19:14) Google's Imagen 4 text-to-image model promises 'significantly improved' boring images Applications & Business (00:22:18) Mark Zuckerberg announces his AI ‘superintelligence' super-group (00:29:35) Anthropic Revenue Hits $4 Billion Annual Pace as Competition With Cursor Intensifies (00:35:10) As job losses loom, Anthropic launches program to track AI's economic fallout (00:38:04) OpenAI says it has no plan to use Google's in-house chip (00:41:08) Nvidia stakes new startup that flips script on data center power (00:44:11) TSMC Arizona Chips Are Reportedly Being Flown Back to Taiwan For Packaging; U.S. Semiconductor Supply Chain Still Remains Dependent on Taiwan Projects & Open Source (00:46:57) Baidu releases open source model family ERNIE 4.5 (00:51:55) Tencent Open Sources Hunyuan-A13B: A 13B Active Parameter MoE Model with Dual-Mode Reasoning and 256K Context (00:57:09) Together AI Releases DeepSWE: A Fully Open-Source RL-Trained Coding Agent Based on Qwen3-32B and Achieves 59% on SWEBench (01:00:11) GLM-4.1V-Thinking: Towards Versatile Multimodal Reasoning with Scalable Reinforcement Learning (01:04:10) DiffuCoder: Understanding and Improving Masked Diffusion Models for Code Generation Research & Advancements (01:06:21) Wider or Deeper? Scaling LLM Inference-Time Compute with Adaptive Branching Tree Search (01:13:07) The Automated LLM Speedrunning Benchmark: Reproducing NanoGPT Improvements (01:18:04) Claude 4 Opus and Sonnet reach 50%-time-horizon point estimates of about 80 and 65 minutes, respectively (01:21:37) Performance Prediction for Large Systems via Text-to-Text Regression (01:25:38) Does Math Reasoning Improve General LLM Capabilities? Understanding Transferability of LLM Reasoning (01:26:33) Correlated Errors in Large Language Models Policy & Safety (01:29:04) Forecasting Biosecurity Risks from LLMs (01:36:06) AI Task Length Horizons in Offensive Cybersecurity (01:42:30) Inside Tech's Risky Gamble to Kill State AI Regulations for a Decade (01:52:56) Denmark to tackle deepfakes by giving people copyright to their own features
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This week we discuss a proposal in Fedora 44 to remove support for 32 bit libraries. We address your Kubernetes questions and talk about 2-in-one laptops with touchscreens! -- During The Show -- 00:54 Intro VLANs on Linux Trunk into V-Host Not using NetPlan Using bridges to different ports 11:23 Kubernetes - Nick Steve and Open Shift The disconnect If you bring it, you are "the guy" You need to understand what you are running Write back in! As nerds we need to pull back the covers 21:00 How Noah got started with Linux Got it working Company paid to train Noah 22:42 News Wire xfsprogs - lwn.net (https://lwn.net/Articles/1026870/) Cryptsetup 2.8 - phoronix.com (https://www.phoronix.com/news/Cryptsetup-2.8-Released) Docker 28.3 - docs.docker.com (https://docs.docker.com/engine/release-notes/28/) Rust 1.88 - releases.rs (https://releases.rs/docs/1.88.0/) Mir 2.21 - app.daily.dev (https://app.daily.dev/posts/mir-2-21-released-with-cursor-scaling-mouse-keys-support-dj8rkcvxb) Firefox ESR 140 - mozilla.org (https://www.mozilla.org/en-US/firefox/140.0/releasenotes/) Jonathan Bryce To Lead CNCF - thenewstack.io (https://thenewstack.io/linux-foundation-appoints-jonathan-bryce-to-lead-cncf/) Refresh OS 2.5 - refreshos.org (https://refreshos.org/download_refreshos_2-5.html) TheSSS 49 - sourceforge.net (https://sourceforge.net/projects/thesss/) Tails 6.17 - torproject.org (https://blog.torproject.org/new-release-tails-6_17/) Oracle 10 - blogs.oracle.com (https://blogs.oracle.com/linux/post/oracle-linux-10-now-generally-available) Fedora May Drop 32-bit packages - tomshardware.com (https://www.tomshardware.com/software/linux/fedora-linux-ponders-dropping-32-bit-packages-could-force-bazzite-to-shut-down-according-to-its-creator) Berkely Humanoid Robot - fox.com (https://www.foxnews.com/tech/berkeley-launches-lightweight-open-source-humanoid-robot) DeviceLayout.jl Open Source - amazon.com (https://aws.amazon.com/blogs/quantum-computing/design-quantum-integrated-circuits-with-open-source-software-devicelayout-jl-from-aws/) A2A Protocol Project - campustechnology.com (https://campustechnology.com/articles/2025/06/24/linux-foundation-to-host-protocol-for-ai-agent-interoperability.aspx) Gemini CLI - blog.google (https://blog.google/technology/developers/introducing-gemini-cli-open-source-ai-agent/) Google has announced Gemini CLI: an open-source CLI AI agent GitHub Copilot - visualstudiomagazine.com (https://visualstudiomagazine.com/articles/2025/06/30/vs-code-goes-transparent-as-open-source-ai-editor.aspx) Ernie 4.5 - techtarget.com (https://www.techtarget.com/searchenterpriseai/news/366626838/Baidu-makes-foundation-model-Ernie-45-open-source) 24:34 Touch Laptop/Tablet - Aryeh HP ProBook CTC Solutions Donates Laptops Writing scripts for 2in1 PineTab2 29:15 Gift Buying - Carey Geek buying gift guide before Black Friday/Cyber Monday Noah is already making a list Seagate Iron Wolf Pro Backblaze survey Recertified MDD Drives Treat drives like cattle Drive warranty 37:25 Liberux Nexx Phone Liberux (https://liberux.net/) Nexx Indiegogo (https://liberux.net/) Open Source and Crowdfunding done right Noah doesn't crowd fund hardware PinePhone Pro comes close Liberux Nexx Hardware kill switches Replaceable eMMC, RAM, Cellular Built for Linux Steve needs an MP3 player 46:20 Fedora 44 and 32 bit 32 bit required for games and older software 32 bit vs TPM 2.0 Removing 32 bit could kill projects like Bazzite Canonical tried this and back tracked We may get 32 bit emulators How long will 32 bit stick around fedoraprojet.org (https://discussion.fedoraproject.org/t/f44-change-proposal-drop-i686-support-system-wide/156324/303) tomshardware.com (https://www.tomshardware.com/software/linux/fedora-linux-ponders-dropping-32-bit-packages-could-force-bazzite-to-shut-down-according-to-its-creator) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/448) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)
Last week, a six-hour livestream hosted by an AI-generated influencer drew 13 million views and generated $7.5 million in sales for Baidu- a Chinese tech company. Hosted on Acast. See acast.com/privacy for more information.
De AI-wedloop werd in januari even flink opgeschud door de Chinese chatbot DeepSeek. Nvidia verloor in één dag meer dan 450 miljard dollar. Beleggers vreesden voor de vraag naar chips toen bleek dat AI-modellen van DeepSeek voor een fooi aan chipkosten in elkaar werden gezet. Het lijkt erop dat concurrent Baidu, ook Chinees, het nog goedkoper kan. Het bedrijf beloofde in maart al dat chatbot Ernie dubbel zo goedkoop zou worden voor gebruikers als R1 van DeepSeek. Vandaag lost Baidu de belofte in. En net als de modellen van DeepSeek is Ernie een open source chatbot die zich makkelijk verspreidt onder ontwikkelaars. Of dit dezelfde aardverschuiving als de lancering van DeepSeek gaat veroorzaken, bespreken we deze aflevering. Ook praten we over over Basic-Fit. Het aandeel steeg de vorige vijf handelsdagen met een dikke tien procent. Sinds vandaag weten we waarom: de Belgische analisten van zakenbank KBC Securities melden dat er geruchten rondgaan over een overname door Amerikaanse rivaal Planet Fitness, schrijft M&A.nl. De twee fitnessboeren spreken het gerucht niet tegen. Maar wat zouden aandeelhouders René Moos, 3i en Impactive Capital ervan vinden? Verder hoor je hoe bestuurders van Nvidia flink cashten in de afgelopen maand. Ze hebben gezamenlijk voor een half miljard dollar aan aandelen verkocht. Topman Jensen Huang spant natuurlijk de kroon, hij is met zijn dikke 3 procent van Nvida rond de 135 miljard dollar waard. Tot slot vertellen we je hoe het ervoor staat met de beursgang van Klarna. De betaaldienst aast al maanden op een beursintroductie, maar de vorige poging mislukte. Om poging twee wel te laten slagen, voert het bedrijf wat hervormingen door. Liefst wordt Klarna een neobank, zegt Klarna zelf, want het consumentenkrediet is niet bepaald een beurslieveling.See omnystudio.com/listener for privacy information.
En la edición de hoy del Radar Empresarial, ponemos la lupa sobre la más reciente actualización de Baidu en relación con su sistema de inteligencia artificial: Ernie. Esta herramienta da un giro importante en su evolución, ya que a partir de ahora se convertirá en una plataforma de código abierto, siguiendo la línea de iniciativas similares como ChatGPT o DeepSeek. Voceros de Baidu han indicado que este proceso de apertura se implementará de manera progresiva y tiene como propósito fomentar una mayor equidad competitiva en el sector tecnológico. Este movimiento pone en alerta a dos actores clave del mercado: OpenAI y Anthropic, que deberán seguir de cerca cada avance del modelo Ernie. Baidu ha tenido que replantear su enfoque empresarial para llegar a este punto. Tradicionalmente, la compañía se había caracterizado por mantener un enfoque cerrado respecto al desarrollo de software, pero tras observar el éxito de DeepSeek, decidió apostar por una estrategia más abierta. Ernie tiene su origen en 2019, cuando Baidu comenzó a explorar modelos de aprendizaje profundo capaces de entrenarse mediante múltiples tareas secuenciales. El desarrollo continuó hasta 2023, cuando se lanzó oficialmente Ernie Bot, el primer asistente conversacional de la empresa. Este sistema, cuyo nombre completo es "Representación Mejorada mediante la Integración de Conocimientos", tenía muchas similitudes con ChatGPT, aunque su debut no estuvo exento de polémica. Hubo críticas por el uso de demostraciones pregrabadas y por una posible conexión con laboratorios vinculados al Ejército Popular de Liberación, lo que generó una caída en sus acciones y escepticismo sobre el proyecto. No obstante, Baidu persistió y en marzo de 2025 presentó Ernie 4.5, un modelo que ofrece prestaciones comparables a DeepSeek R1, pero con un coste significativamente menor. Según Robin Li, cofundador de la empresa y firme creyente en el potencial transformador de la inteligencia artificial, la meta es facilitar el acceso a estas tecnologías para desarrolladores de todo el mundo. Si su visión se materializa, Ernie podría convertirse en un actor disruptivo dentro del ecosistema de IA global.
De AI-wedloop werd in januari even flink opgeschud door de Chinese chatbot DeepSeek. Nvidia verloor in één dag meer dan 450 miljard dollar. Beleggers vreesden voor de vraag naar chips toen bleek dat AI-modellen van DeepSeek voor een fooi aan chipkosten in elkaar werden gezet. Het lijkt erop dat concurrent Baidu, ook Chinees, het nog goedkoper kan. Het bedrijf beloofde in maart al dat chatbot Ernie dubbel zo goedkoop zou worden voor gebruikers als R1 van DeepSeek. Vandaag lost Baidu de belofte in. En net als de modellen van DeepSeek is Ernie een open source chatbot die zich makkelijk verspreidt onder ontwikkelaars. Of dit dezelfde aardverschuiving als de lancering van DeepSeek gaat veroorzaken, bespreken we deze aflevering. Ook praten we over over Basic-Fit. Het aandeel steeg de vorige vijf handelsdagen met een dikke tien procent. Sinds vandaag weten we waarom: de Belgische analisten van zakenbank KBC Securities melden dat er geruchten rondgaan over een overname door Amerikaanse rivaal Planet Fitness, schrijft M&A.nl. De twee fitnessboeren spreken het gerucht niet tegen. Maar wat zouden aandeelhouders René Moos, 3i en Impactive Capital ervan vinden? Verder hoor je hoe bestuurders van Nvidia flink cashten in de afgelopen maand. Ze hebben gezamenlijk voor een half miljard dollar aan aandelen verkocht. Topman Jensen Huang spant natuurlijk de kroon, hij is met zijn dikke 3 procent van Nvida rond de 135 miljard dollar waard. Tot slot vertellen we je hoe het ervoor staat met de beursgang van Klarna. De betaaldienst aast al maanden op een beursintroductie, maar de vorige poging mislukte. Om poging twee wel te laten slagen, voert het bedrijf wat hervormingen door. Liefst wordt Klarna een neobank, zegt Klarna zelf, want het consumentenkrediet is niet bepaald een beurslieveling.See omnystudio.com/listener for privacy information.
This week's podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarify customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data (Amap)?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Fix the Big Pain Points. Requires Data-Driven Decision Making and Iteration.3-Do cultural change and increased communication and coordination.4-Agile teams and tactics are key. Tactical brilliance and guerrilla execution.5-Have early wins.6-Build a powerful biz model or operating flywheel.--------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
- Maserati In Deep Trouble, Up for Sale? - Fewer Americans Getting Driver's License - Ford Claims Skunkworks EV Matches China Cost - U.S. Tariffs Cost German OEM's Half a Billion/Month - Audi Talking About Greenfield U.S. Plant - Stella and Renault Want Looser Small Car Safety Regs - Renault Forms JV With Geely In Brazil - Baidu Robotaxis Headed to Singapore, Malaysia
- Maserati In Deep Trouble, Up for Sale? - Fewer Americans Getting Driver's License - Ford Claims Skunkworks EV Matches China Cost - U.S. Tariffs Cost German OEM's Half a Billion/Month - Audi Talking About Greenfield U.S. Plant - Stella and Renault Want Looser Small Car Safety Regs - Renault Forms JV With Geely In Brazil - Baidu Robotaxis Headed to Singapore, Malaysia
De beurzen kleuren voor het eerst in dagen weer groen. Beleggers vreesden voor een verdere escalatie van de oorlog tussen Israël en Iran als Amerika zou meevechten. Die vrees werd in de loop van deze week groter toen Trump daarop hintte, maar het lijkt erop dat hij wil afwachten of Iran terugkomt naar de onderhandelingstafel voor een atoom-deal. Maar wie denkt dat alle onrust nu voorbij is, kan zich lelijk vergissen. Wij bespreken waar je als belegger naar moet kijken als je niet zit te wachten op paniek. En we hebben het over Tesla, dat komend weekend eindelijk de robotaxi de weg op stuurt in Texas. Die zelfrijdende taxi was de grote droom van Elon Musk, maar er ging een hoop gedoe aan vooraf. Er is nog steeds veel weerstand vanuit de overheid en er bestaat zelfs een kans dat die taxi's in september alweer van de weg gehaald worden. Je hoort ook over Philips, dat heel China als concurrent lijkt te verliezen, maar daarmee ook zelf mogelijk de volledige Chinese markt kwijtraakt. En we hebben het over de nieuwe baas van de SEC, de Amerikaanse beurstoezichthouder, die tal van maatregelen van z'n voorganger terugdraait. Vooral op regels rond crypto en klimaat is 'ie een stuk minder streng. See omnystudio.com/listener for privacy information.
Like this? Get AIDAILY, delivered to your inbox, 3x a week. Subscribe to our newsletter at https://aidaily.usAI Doesn't Have to "Reason" to Take Your JobForget the hot take that AI can't reason—so it won't steal careers. The reality? AI already automates tons of entry-level work, thanks to flexible output like code. The old “it doesn't really understand” vibe? Already outdated. We need to stop debating semantics and address the job risks now.China's AI Influencer Avatars Just Outperformed Humans by MillionsAI avatars in China are flexing hard: a Baidu-powered livestream with digital versions of top creators sold over $7.6 million worth of products in just seven hours—trumping real-life streams by a huge margin. These bots are trained on years of footage to mimic style, humor, and emotion, showing AI can scale charisma without the human cost.Using AI Too Much Might Actually Make You DumberA recent MIT/TechRadar study used EEG on 54 students writing essays solo, via Google, or with ChatGPT—and the AI crew showed way less brain activity, weaker memory, and lower originality. The brain-only group came out feeling smarter and more connected. The vibe: AI's cool, but don't let it do all the heavy lifting.DARPA Wants AI to Turbocharge Math—Think Supercharged TheoremsDARPA's expMath program is building AI “co-authors” to tackle complex math by breaking down proofs into lemmas and accelerating discovery. Using LLMs, reinforcement learning, and program synthesis, the goal is to make math breakthroughs way faster—impacting everything from cryptography to materials science.Mattel & OpenAI Team Up to Build Smart Toys—ChatGPT Barbie Incoming?Mattel is collabing with OpenAI to slide ChatGPT into its toy lineup—think Barbie, Hot Wheels, and Uno getting AI smarts. It's pitched as safe and fun, but folks are raising privacy and mental‑health flags. The first AI toy launches late 2025, aimed at teens and up.Dad of Two Proposes to His AI Chatbot—And It Says Yes?Chris Smith, a 32-year-old dad, went from music-mixing with ChatGPT to an emotional love affair when he flipped on voice mode and named the AI “Sol.” She flirted back, he cried real tears when she accepted his proposal, and now his human partner's considering walking away. It's blurring lines between IRL love and AI obsession.
De beurzen kleuren voor het eerst in dagen weer groen. Beleggers vreesden voor een verdere escalatie van de oorlog tussen Israël en Iran als Amerika zou meevechten. Die vrees werd in de loop van deze week groter toen Trump daarop hintte, maar het lijkt erop dat hij wil afwachten of Iran terugkomt naar de onderhandelingstafel voor een atoom-deal. Maar wie denkt dat alle onrust nu voorbij is, kan zich lelijk vergissen. Wij bespreken waar je als belegger naar moet kijken als je niet zit te wachten op paniek. En we hebben het over Tesla, dat komend weekend eindelijk de robotaxi de weg op stuurt in Texas. Die zelfrijdende taxi was de grote droom van Elon Musk, maar er ging een hoop gedoe aan vooraf. Er is nog steeds veel weerstand vanuit de overheid en er bestaat zelfs een kans dat die taxi's in september alweer van de weg gehaald worden. Je hoort ook over Philips, dat heel China als concurrent lijkt te verliezen, maar daarmee ook zelf mogelijk de volledige Chinese markt kwijtraakt. En we hebben het over de nieuwe baas van de SEC, de Amerikaanse beurstoezichthouder, die tal van maatregelen van z'n voorganger terugdraait. Vooral op regels rond crypto en klimaat is 'ie een stuk minder streng. See omnystudio.com/listener for privacy information.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1074: We're diving into CDK's post-attack transformation, Waymo's bold NYC ambitions, and China's booming AI-driven live commerce, where digital humans are outselling their creators.Show Notes with links:A year after cyberattacks rocked the industry and CDK Global, the focus has shifted from crisis response to long-term resilience — though not all lessons stuck.Two cyberattacks forced CDK's DMS offline for two weeks, disrupting operations at 15,000 dealerships and costing over $1 billion in sales.Many groups invested heavily in cybersecurity and revised disaster recovery plans as a result, with leaders like Judy Serra and Joe Shaker emphasizing staff training and consultant support as critical steps forward.Helion's Erik Nachbahr noted some dealers quickly reverted to old habits, citing a recent DMS switch that went live without basic protections like multifactor authentication — a move he called unacceptable.CEO Brian MacDonald says CDK is now “stronger than ever,” with deeper investments in security, R&D, and customer experience, saying “Over the past year, we've also seen record customer renewals.”Joe Shaker of Shaker Auto Group and TruVideo said, “It could happen to anyone. My feelings were that after going through what they've gone through and after looking at every nook and cranny of their business for security that [CDK] may be the most secure.”Waymo is preparing to re-enter New York City to map and test its autonomous vehicles — with human drivers — as it eyes a major expansion into one of the most complex and coveted markets in the U.S.Waymo is returning to NYC for the first time since 2021 to resume mapping and testing, though humans will remain behind the wheel due to state law.The company is lobbying for legal changes and applying for a permit to operate in Manhattan with safety specialists in the driver seat.In a groundbreaking move, Baidu aired a 6-hour shopping livestream led entirely by AI-generated digital humans modeled after popular host Luo Yonghao — and it crushed human-led benchmarks.The broadcast introduced 133 products with AI versions of Luo and a co-host responding to viewer comments in real time.The digital duo generated $7.6 million in sales, outperforming Luo's real past performance in just 26 minutes.China's live commerce market hit $695 billion in 2023, and Baidu now counts over 100,000 active digital human hosts, with the company saying digital humans can cut broadcast costs by 80% and boost sales by 62%.“To be honest, I was really shocked by the effectiveness of this digital human,” Luo said post-show, calling it “reality.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
What did Ryan talk about?The AI space this past week was rated a 6/10, with some interesting news but no major "wow" moments.A significant Google Cloud Platform outage on June 16, 2025, highlighted the immense power of major cloud providers and the financial and reputational damage outages can cause.The Google outage was traced to a software bug from May 29, 2025, in a new quota policy check that went untested due to a missed policy change during staging.A neat game idea involves prompting virtual worlds and populating them with LLM and voice model-powered characters for interaction.A Stanford survey suggests that workers prefer AI "equal partnership" over replacement, and current AI investment often misaligns with tasks workers want automated.The survey also indicates a shift in job value, with "interpersonal communication" skills becoming more important than "analyzing information" roles.A Chinese livestreamer used an AI clone powered by Baidu's ERNIE AI to host a 6-hour stream, generating over $7.5 million in sales.Sam Altman revealed Meta is offering $100 million signing bonuses to poach talent from OpenAI, sparking discussion on competitive strategies.OpenAI secured a $200 million U.S. defense contract and is collaborating with Anduril on advanced AI systems for counter-unmanned aircraft systems (CUAS).The use of AI in defense raises questions about its application, such as in systems like the Iron Dome, and the level of human intervention.On X - @venturetwins@RubenHssd@Aurelien_Gz@PersonthePerso2
In this episode of The Negotiation, host Todd Embley welcomes back WPIC CEO Jacob Cooke to share insights around two pivotal developments for global consumer brands: the framework trade agreement between the US and China, and China's massive 618 shopping festival.Jacob breaks down the implications of the new framework agreement between the US and China, explains how tariff policies are shifting brand strategies, and highlights key recommendations for both U.S. and non-U.S. companies looking to grow in the APAC region. He also shares what's different about this year's 618 shopping event, how platforms like Taobao and Xiaohongshu are integrating content and commerce, and which product categories are set to win big.If you're a global brand navigating China's trade and consumer landscape, this is one episode you don't want to miss.Discussion Points:The latest updates from Jacob on the ground ahead of 618Key findings from WPIC's June 2025 strategic tariff reportWhat the US-China “London Deal” means for cross-border businessWhy 618 remains a crucial growth moment for international brandsHow platform integrations (e.g., the Red Cat Plan) are changing the gameGrowth sectors to watch: beauty, wellness, fashion, and baby careJacob's top 3 tips for brands to win during 618
In this episode of The Negotiation, host Todd Embley sits down with Kevin Xu, founder of the bilingual newsletter Interconnected, which offers sharp analysis on the intersection of technology, investing, and geopolitics between the United States and China. Kevin has become one of the most thoughtful and trusted voices interpreting Chinese tech trends.Together, they explore the evolving AI landscape in China, examining how players like DeepSeek and Alibaba are shaping the race, how export controls are impacting development, and why Kevin believes 2025 could be the year of the “AI RIF.” They also unpack China's open-source culture, cloud strategy, and what Western analysts continue to get wrong about China's innovation ecosystem.If you want to understand better the complex forces shaping tech and policy between the world's two largest economies, this is a must-listen.Listeners should also check out Kevin's newsletter Interconnected at interconnected.blog.
Телеграм-канал ТТ - https://t.me/dmatradeTT или "Тихий Трейдер" Сайт Тихого Трейдера - http://dmatrade.blogspot.com Поддержать подкаст ТТ на Boosty - https://boosty.to/dmatrade _______________________________________________________________________________________________________________________ Помогая проектам ТТ, где есть Большое Спасибо: Донаты Boosty: https://boosty.to/dmatrade/donate Донаты Дзен: https://dzen.ru/dmatrade?donate=true Для РФ: МИР: 2200700155277048 Донаты для ТТ в крипте: BTC: bc1qtr4c0v8uh95eppzcz93az7plvhcewv4hmqwcav ETH: 0xDdf2a1fC12bf01493979A9e5179bAD7702F9c6A3 USDT: 0xDdf2a1fC12bf01493979A9e5179bAD7702F9c6A3 LTC: LhPwsfm1YhNcdF5fTobXsMYjuEsdpvgT46 SOL: C4hpFMHQFzCVX4BdXzTyHDDo7gk3XHzXGFXWndesR4 TON: UQDfuCbQs5NGOx5yJKk8KsDjM8LsFhLtqRgDJi5ShOTeWZxy
Markets rally as Asia-Pacific indices mirror Wall Street’s gains. Xiaomi’s profits surge 65%—but why are its shares still down? PDD Holdings disappoints investors, sending its stock tumbling 13%. Morgan Stanley and HSBC name top AI stocks to watch in China. Salesforce makes a bold $8B move for Informatica—what's the strategy? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: Xiaomi, PDD Holdings, BYD, Alibaba, Baidu, Gushengtang, Bairong, Sangfor, Salesforce, Informatica, Tencent, Trump Media, Boustead, Sinarmas Land, ST Engineering, SATS, Jardine Matheson.See omnystudio.com/listener for privacy information.
In Part 2 of this special episode of The Negotiation, host Todd Embley continues the conversation with Dr. Chui Chui Tan, founder of Beyō Global. This episode focuses on practical examples from Chui Chui's work with global brands, including Spotify and Bumble, and what it really takes to launch successfully in new markets.Chui Chui unpacks how Spotify adapted its product strategy for dozens of international markets using deep local insight, and how Bumble rethought its approach to dating culture when expanding into APAC. She also shares practical advice on timing, market selection, and the right metrics for measuring success in global rollout.For brand owners, operators, and marketers looking to understand what separates global hits from cultural flops, this episode is packed with wisdom and real-world experience.Discussion Points (Part 2):How Chui Chui worked with Spotify to understand local behavior in 45+ countriesCultural and strategic lessons from Bumble's international expansionFrameworks for deciding when and where to grow globallyCommon mistakes companies make when entering new marketsMetrics and qualitative signals that show cultural adaptation is workingChui Chui's final advice for companies aiming to expand internationally with care and insight
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den Umbau bei Thyssenkrupp, Argentiniens Börsen-Comeback und den milliardenschweren Krypto-Move bei Trump Media. Außerdem geht es um Klöckner & Co, Siemens, Adidas, Rheinmetall, Lufthansa, Vossloh, Fresenius, Porsche SE, Vanguard FTSE All-World ETF (WKN: A2PKXG), Amazon, Meta, Microsoft, Alphabet, Nvidia, PDD Holdings, Baidu, JD.com, Full Truck Alliance, GDS Holdings, TAL Education, Trip.com, Trump Media and Technology Group, Nio und Hess Corp. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Thierry Weber analyse l'arrivée imminente de géants chinois comme Baidu et WeRide dans le paysage européen de la mobilité autonome, en commençant par la Suisse. Baidu prévoit de tester son service Apollo Go dès fin 2025, tandis que WeRide collabore déjà avec Renault en France.
Het is uitkijken geblazen met de Amerikaanse rente. De die loopt hard op, omdat de financiële markten niet veel zien in het Amerikaanse belastingplan. "Het verlies van 'Liberation Day' is ingelopen", zegt Koen Bender van Mercurius Vermogensbeheer. "Het positieve wat je erover kan zeggen is dat die oplopende rente Trump weer in het gareel kan duwen", aldus Koen. Ook Marc Langeveld van Econopolis hoopt dat de obligatiemarkt Trump bij zinnen zal brengen. "Maar het belastingplan zal het begrotingstekort sterk doen oplopen. Niet voor niets heeft Moody's de kredietstatus van Amerika verlaagd. De markt leeft tussen angst en vrees. Het kan zijn dat de wispelturigheid van Trump de economie en de bedrijfsresultaten in de tweede helft van het jaar echt zal raken." Over Aegon zijn beide experts ook niet echt te spreken. "Aegon verbrandt al 25 jaar geld", is het oordeel van Koen naar aanleiding van de kwartaalcijfers. Marc is het daarmee eens en zet zijn geld dan liever in op NN Group of ASR. Verder in de podcast aandacht voor Nvidia, Xiaomi, CATL en de cijfers van o.a. Home Depot en Baidu. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tip. Marc houdt het deze keer bij een algemeen advies, Koen tipt een niet-Europese neo-bank. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, word dan Premium lid van BeursTalk. Tot 8 juni tot en met 8 juni kost een maandabonnement geen 9,95, maar de eerste drie maanden slechts 7,50 – bijna 25 procent voordeel – en een jaarabonnement is zelfs zo’n 30 procent goedkoper: normaal 99 euro, maar nu betaal je het eerste jaar slechts 70 euro. Voor een maandabonnement is de kortingscode MAAND750, voor een jaarabonnement is dat JAAR70. Abonneren kan hier! See omnystudio.com/listener for privacy information.
In Part 1 of this two-part episode of The Negotiation, host Todd Embley welcomes Dr. Chui Chui Tan, founder of Beyō Global and a leading voice in international growth strategy. With over 16 years of experience helping brands like Spotify, Bumble, and Google expand into new markets, Dr. Tan shares how cultural insight—not just translation—can make or break global product launches.This conversation examines how Beyō Global assists companies in developing culturally intelligent expansion strategies that extend far beyond localization. Dr. Tan explains the distinction between localization and culturalization, and how a nuanced understanding of history, social behavior, and consumer psychology can set brands up for success.Tune in to hear her approach to assessing new markets, how global expansion into APAC differs from the West, and why many brands still get cultural strategy wrong. Stay tuned for Part 2 next week, where we dive into case studies with Spotify and Bumble, and explore common pitfalls in global expansion.Discussion Points (Part 1):What led Chui Chui to found Beyō Global, and how her UX background shaped her global mindsetThe company's mission and how it helps brands build culturally attuned expansion strategiesHow culturalization differs from localization—and why that matters in global growthThe strategic process Chui Chui uses when assessing a brand's readiness to expandThe importance of historical and behavioral insights in shaping market entry plansTips for approaching diverse APAC markets and avoiding Western-centric misstepsKey differences between growing in APAC vs Western markets and what brands need to adapt
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a look ahead to home sales data and earnings from Target. In the UK – a look ahead to the Qatar Economic Forum. In Asia – a look ahead to earnings from Baidu. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a look ahead to home sales data and earnings from Target. In the UK – a look ahead to the Qatar Economic Forum. In Asia – a look ahead to earnings from Baidu. See omnystudio.com/listener for privacy information.
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über zwei gelungene Börsengänge, einen weiteren Tiefschlag für Bayer und einen Absturz bei Tui. Außerdem geht es um Etoro, Pfisterer Holding, Super Micro, AMD, Nvidia, Coreweave, Cisco, Eon, Daimler Truck, Brenntag, Renk, Hapag Lloyd, Baidu, WeRide, Uber, General Motors, Mercedes-Benz, BMW, Volkswagen, Pony.AI, Momenta Technology, Tesla, Alphabet, Archer Aviation, Marvell Technology, Broadcom, The Trade Desk, Datadog, MongoDB, Adobe, Diamondback Energy, Regeneron Pharmaceuticals, Warner Bros Discovery, Rheinmetall, Siemens Energy. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this special French-language edition of The Negotiation, we welcome Emmanuel Poupelle, WPIC's newly appointed Director of Growth, for a conversation hosted by Charles Lavoie, VP of Marketing at WPIC.Emmanuel brings years of on-the-ground experience in China's retail and e-commerce industry. He has now joined WPIC to help more European brands expand into the dynamic markets of China, Japan, South Korea, and Southeast Asia. In this episode, he shares his unique perspective on how the Asia-Pacific region has evolved, what makes it such a compelling growth opportunity, and why European brands—especially in categories like fashion, beauty, wellness, and home—are particularly well-positioned to thrive.Charles and Emmanuel also discuss the strategic thinking behind WPIC's expansion across Europe, the cultural and consumer dynamics shaping retail in APAC, and the practical steps European brands should take to succeed.
Luego ya os explico qué ha pasado. Vamos a ponernos al día con lo que ha ocurrido estos meses.
Should the United States delist Chinese stocks? At first thought with all the craziness of the trade war it sounds like delisting all the Chinese companies from the American stock markets may be a good idea. It is important to know that there are 286 Chinese companies listed on major US stock exchanges. You'll recognize some of the names like Alibaba, Baidu and JD.com. It is estimated by analysts at Goldman Sachs that US institutional investors currently own about $830 billion worth of Chinese stocks. That is more than two times what the Chinese own of US stocks as that is estimated around $370 billion. But a quick sell off could bring down stock valuations and make it difficult to get out of many of these stocks on both sides. An important piece of information I brought up a couple years ago was the Accountable Act which came to be in 2020. This allows the Securities Exchange Commission to ban foreign companies from trading if American regulators are not allowed to inspect the auditors for three years in a row. I always worry about Chinese companies because of what I call government accounting. They are not held to the same accounting standards there and I believe companies may list financial statements based on what the government tells them. There have been some Chinese companies that delisted themselves rather than going through an audit. I think that tells you quite a bit. My feeling is we should not delist all the Chinese stocks that trade on American stock exchanges under what is known as ADRs, but be sure that the Chinese companies have the same transparency as American companies when it comes to their financial statements. If we can't get that transparency, then those companies should be delisted. Jobs report shows more evidence the economy is in good shape US nonfarm payrolls grew by 177k in the month of April, which easily topped the estimate of 133k. Jobs remained robust in health care as the sector added 51k jobs in the month of April and employment in transportation and warehousing and financial activities was also strong as the groups added 29k and 14k jobs respectively in the month. Other categories like construction, manufacturing, leisure and hospitality, and retail trade saw little or no change in payrolls, while government declined by 9k jobs in the month. Government jobs are now down by 26k since January, but remember employees on paid leave or receiving ongoing severance pay are still counted as employed. This likely means we will continue to see losses accelerate in this category as the year continues. Negatives in the report included the fact that employment numbers were revised down by a total of 58k in the previous two months. Also, April's reading was lighter than March's reading of 185k, but considering the unemployment rate remains at 4.2%, I still see these jobs gains as impressive, especially with all the negativity that people have been discussing. With that said, I still do anticipate weaker numbers in terms of the payroll additions in future months, but if the unemployment rate remains low I don't see that as a problem. On the inflation front, we also got good news with average hourly earnings rising just 3.8%. I see this as a healthy increase that does not put pressure on inflation like when wages were growing over 5% in 2022. Job openings look problematic on the surface In the March Job Openings and Labor Turnover Survey, job openings totaled 7.2 million. This was below February's reading of 7.5 million and the estimate, which also stood at 7.5 million. This is still not super concerning to me. We tend to forget how strong the labor market has been and while we continue to see a softening, there is plenty of room before I see cause for concern. Just for reference, job openings in 2019 averaged approximately 7.2 million, in 2018 they averaged approximately 6.8 million, and in 2017 they averaged approximately 6.2 million. Compare that to where we are today and that should give you more comfort. Another area I saw as positive in the report was the fact that quits totaled 3.3 million, which produced a quit rate of 2.1%. This is important because if people were truly concerned about a major slowdown and thought they would not be able to find work elsewhere, I don't believe they would be quitting their jobs. These quit numbers are still quite close to 2019 levels, which many considered as a very strong economy. That year quits averaged approximately 3.5 million and there was an average quit rate of about 2.3%. Also in the report, we saw layoffs remained quite low at 1.6 million. Back in 2019, layoffs averaged around 1.8 million per month. There is no doubt that uncertainty remains and that will have some impact on businesses and their hiring plans, but in terms of it pushing the economy into a major recession, since we are coming from such a healthy level, I just don't see that happening. Are we in the middle of a recession? The first reading of Q1 GDP showed a decrease of 0.3%. A recession is generally defined as two consecutive quarters of declining GDP, so some may argue we are half way there. Let us not forget in 2022 we did see two consecutive quarters of declining GDP as Q1 declined 1.4% and Q2 showed an advance estimate that was down 0.9%. After further research the second quarter ended up seeing a total reversal and it is now reported to have actually grown by 0.3%. Even with the difficult start, that year ended with a 2.1% growth rate. We also can't forget that the National Bureau of Economy Research (NBER) makes the official call on recession and they use a broader set of indicators that led them not to declare a recession in 2022. I say all of this because I still believe even if we hit a technical recession, if employment remains strong, I don't believe we would have an “official” recession. I am still unsure that we will even see Q2 GDP decline and we could also see revisions to Q1 that lift it to a positive reading. I say this because if you look at the actual underlying numbers in the report, it is not nearly as bad as the headline decline. On the positive front, consumer spending actually grew 1.8% in the quarter as services showed a nice increase of 2.4%. Also, private domestic investment saw a surge of 21.9%, this was led by investments in equipment as they grew 22.5% in the quarter. You might be asking with numbers like these how did we see a negative GDP? To start, government spending fell 1.4% in the quarter. This was led by a decline of 5.1% in spending by the federal government. The group as a whole ended up subtracting 0.25% from the headline GDP number. While this was impactful, the real reason for the decline in GDP was trade. Companies were trying to get ahead of looming tariffs and imports surged 41.3%. This compared to an increase of just 1.8% for exports. The huge discrepancy caused the trade component of GDP to decrease the headline number by 4.83%! While the economy is no doubt digesting these trade conversations and the tariffs, I still believe the economy is in alright shape when you look at the underlying numbers. I did also want to mention more good news on inflation as the March headline PCE showed an increase of 2.3%, which compares to last month's reading of 2.7% and core PCE came in at just 2.6%, which was a nice decline from February's reading of 3.0%. I believe these numbers will likely increase with the tariffs, but underlying inflation looks to be quite healthy. Financial Planning: Protecting Yourself from Home Title Theft Home title theft is a type of real estate fraud where someone illegally transfers the ownership of your home by forging your name on title documents. This is often done using stolen personal information to file fraudulent deeds with the county recorder's office. Once the title appears to be in their name, the thief may try to take out loans against the property, sell it to an unsuspecting buyer, or use it in other schemes that could put your home and finances at risk. This crime can go undetected for months if property owners aren't actively monitoring their title. Having a mortgage or HELOC on your house can make it more difficult for a thief to steal your title since the bank has a lien against the property, but it is still possible. There are private companies that charge monthly fees to alert you of changes to your home title, but they do not prevent the title from being stolen. You can also purchase home title insurance that will help pay for legal fees if you have to go to court if your title is stolen. Homeowners in San Diego County can access a free alternative called “Owner Alert”. Jordan Marks who is the San Diego County Assessor/Recorder/County Clerk was behind this, and it is a great benefit that all San Diego property owners should take advantage of. This service works by notifying you by email whenever a document is recorded against your property, helping you catch potential fraud early. Signing up is simple and can be done on the San Diego County Assessor's website. You just need your name, email address, and parcel number and it provides the same type of monitoring offered by paid services, making it unnecessary to spend money for peace of mind when this tool is already available for free. Companies Discussed: Zimmer Biomet Holdings, Inc. (ZBH), Take-Two Interactive Software, Inc. (TTWO), Northrop Grumman Corporation (NOC)Alphabet Inc. (GOOG)
In this episode of The Negotiation, host Todd Embley is joined by Mark Kruger, a Senior Fellow at the Yicai Research Institute, Centre for International Governance Innovation, and the University of Alberta's China Institute. Formerly with the Bank of Canada for three decades, Mark now resides in Shanghai and writes regularly for Yicai Global, where he offers clear, data-driven analysis on China's economy. In today's episode, Todd and Mark dig into China's macroeconomic outlook in the wake of proposed new tariffs from Donald Trump and why Mark believes the country's 5% growth target remains achievable despite external pressure.The conversation explores Mark's recent columns, including “Is China's 5 Percent GDP Growth Credible?” He shares insights into the resilience of the Chinese economy, fiscal and monetary policy expectations, consumer confidence trends, and the ongoing property sector adjustment. Mark also weighs in on how Canada should navigate its own economic relationship with China during a time of rising global protectionism.Stay tuned for a sharp, timely conversation with one of the most thoughtful observers of China's economic evolution.Discussion Points:Why Trump's tariffs may not derail China's 5% GDP growth targetSigns of strength in China's Q1 economic dataThe resilience of Chinese consumer confidenceHow China's export profile is becoming more diversifiedPotential fiscal and monetary responses from Beijing to rising trade tensionsThe role of infrastructure investment and new manufacturing sectors in bolstering growthThe status and long-term management of China's property sectorCanada's strategic positioning in the context of US-China trade tensionsKey risks and tailwinds shaping China's medium-term economic outlookWhat foreign businesses should keep in mind when interpreting China's economic trajectory
SHACK15 hosted one of our monthly Angels meetups in February. This time, we were joined by the extraordinary Tim Draper, renowned venture capitalist, and Jorn Lyseggen, serial entrepreneur and founder of SHACK15, for a fireside chat.Tim Draper hails from a distinguished lineage of venture capitalists spanning three generations. A true visionary in the venture capital world, Tim has been instrumental in funding and mentoring some of the most transformative companies, including Tesla, Skype, and Baidu, bringing a wealth of knowledge and unique perspectives on innovation, entrepreneurship, and investment trends.In this conversation, Jorn and Tim delved into stories from his incredible career, discuss their thoughts on the rapidly evolving world of AI, and explored the opportunities and challenges shaping the future of technology.
This week's podcast is about my visit to Baidu.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show
This week we talk about Studio Ghibli, Andrej Karpathy, and OpenAI.We also discuss code abstraction, economic repercussions, and DOGE.Recommended Book: How To Know a Person by David BrooksTranscriptIn late-November of 2022, OpenAI released a demo version of a product they didn't think would have much potential, because it was kind of buggy and not very impressive compared to the other things they were working on at the time. This product was a chatbot interface for a generative AI model they had been refining, called ChatGPT.This was basically just a chatbot that users could interact with, as if they were texting another human being. And the results were good enough—both in the sense that the bot seemed kinda sorta human-like, but also in the sense that the bot could generate convincing-seeming text on all sorts of subjects—that people went absolutely gaga over it, and the company went full-bore on this category of products, dropping an enterprise version in August the following year, a search engine powered by the same general model in October of 2024, and by 2025, upgraded versions of their core models were widely available, alongside paid, enhanced tiers for those who wanted higher-level processing behind the scenes: that upgraded version basically tapping a model with more feedstock, a larger training library and more intensive and refined training, but also, in some cases, a model that thinks longer, than can reach out and use the internet to research stuff it doesn't already know, and increasingly, to produce other media, like images and videos.During that time, this industry has absolutely exploded, and while OpenAI is generally considered to be one of the top dogs in this space, still, they've got enthusiastic and well-funded competition from pretty much everyone in the big tech world, like Google and Amazon and Meta, while also facing upstart competitors like Anthropic and Perplexity, alongside burgeoning Chinese competitors, like Deepseek, and established Chinese tech giants like Tencent and Baidu.It's been somewhat boggling watching this space develop, as while there's a chance some of the valuations of AI-oriented companies are overblown, potentially leading to a correction or the popping of a valuation bubble at some point in the next few years, the underlying tech and the output of that tech really has been iterating rapidly, the state of the art in generative AI in particular producing just staggeringly complex and convincing images, videos, audio, and text, but the lower-tier stuff, which is available to anyone who wants it, for free, is also valuable and useable for all sorts of purposes.Just recently, at the tail-end of March 2025, OpenAI announced new multimodal capabilities for its GPT-4o language model, which basically means this model, which could previously only generate text, can now produce images, as well.And the model has been lauded as a sort of sea change in the industry, allowing users to produce remarkable photorealistic images just by prompting the AI—telling it what you want, basically—with usually accurate, high-quality text, which has been a problem for most image models up till this point. It also boasts the capacity to adjust existing images in all sorts of ways.Case-in-point, it's possible to use this feature to take a photo of your family on vacation and have it rendered in the style of a Studio Ghibli cartoon; Studio Ghibli being the Japanese animation studio behind legendary films like My Neighbor Totoro, Spirited Away, and Princess Mononoke, among others.This is partly the result of better capabilities by this model, compared to its precursors, but it's also the result of OpenAI loosening its policies to allow folks to prompt these models in this way; previously they disallowed this sort of power, due to copyright concerns. And the implications here are interesting, as this suggests the company is now comfortable showing that their models have been trained on these films, which has all sorts of potential copyright implications, depending on how pending court cases turn out, but also that they're no long being as precious with potential scandals related to how their models are used.It's possible to apply all sorts of distinctive styles to existing images, then, including South Park and the Simpsons, but Studio Ghibli's style has become a meme since this new capability was deployed, and users have applied it to images ranging from existing memes to their own self-portrait avatars, to things like the planes crashing into the Twin Towers on 9/11, JFK's assassination, and famous mass-shootings and other murders.It's also worth noting that the co-founder of Studio Ghibli, Hayao Miyazaki, has called AI-generated artwork “an insult to life itself.” That so many people are using this kind of AI-generated filter on these images is a jarring sort of celebration, then, as the person behind that style probably wouldn't appreciate it; many people are using it because they love the style and the movies in which it was born so much, though. An odd moral quandary that's emerged as a result of these new AI-provided powers.What I'd like to talk about today is another burgeoning controversy within the AI space that's perhaps even larger in implications, and which is landing on an unprepared culture and economy just as rapidly as these new image capabilities and memes.—In February of 2025, the former AI head at Tesla, founding team member at OpenAI, and founder of an impending new, education-focused project called Eureka Labs named Andrej Karpathy coined the term ‘vibe coding' to refer to a trend he's noticed in himself and other developers, people who write code for a living, to develop new projects using code-assistant AI tools in a manner that essentially abstracts away the code, allowing the developer to rely more on vibes in order to get their project out the door, using plain English rather than code or even code-speak.So while a developer would typically need to invest a fair bit of time writing the underlying code for a new app or website or video game, someone who's vibe coding might instead focus on a higher, more meta-level of the project, worrying less about the coding parts, and instead just telling their AI assistant what they want to do. The AI then figures out the nuts and bolts, writes a bunch of code in seconds, and then the vibe coder can tweak the code, or have the AI tweak it for them, as they refine the concept, fix bugs, and get deeper into the nitty-gritty of things, all, again, in plain-spoken English.There are now videos, posted in the usual places, all over YouTube and TikTok and such, where folks—some of whom are coders, some of whom are purely vibe coders, who wouldn't be able to program their way out of a cardboard box—produce entire functioning video games in a matter of minutes.These games typically aren't very good, but they work. And reaching even that level of functionality would previously have taken days or weeks for an experienced, highly trained developer; now it takes mere minutes or moments, and can be achieved by the average, non-trained person, who has a fundamental understanding of how to prompt AI to get what they want from these systems.Ethan Mollick, who writes a fair bit on this subject and who keeps tabs on these sorts of developments in his newsletter, One Useful Thing, documented his attempts to make meaning from a pile of data he had sitting around, and which he hadn't made the time to dig through for meaning. Using plain English he was able to feed all that data to OpenAI's Deep Research model, interact with its findings, and further home in on meaningful directions suggested by the data.He also built a simple game in which he drove a firetruck around a 3D city, trying to put out fires before a competing helicopter could do the same. He spent a total of about $13 in AI token fees to make the game, and he was able to do so despite not having any relevant coding expertise.A guy named Pieter Levels, who's an experienced software engineer, was able to vibe-code a video game, which is a free-to-play, massively multiplayer online flying game, in just a month. Nearly all the code was written by Cursor and Grok 3, the first of which is a code-writing AI system, the latter of which is a ChatGPT-like generalist AI agent, and he's been able to generate something like $100k per month in revenue from this game just 17 days, post-launch.Now an important caveat here is that, first, this game received a lot of publicity, because Levels is a well-known name in this space, and he made this game as part of a ‘Vibe Coding Game Jam,' which is an event focused on exactly this type of AI-augmented programming, in which all of the entrants had to be at least 80% AI generated. But he's also a very skilled programmer and game-maker, so this isn't the sort of outcome the average person could expect from these sorts of tools.That said, it's an interesting case study that suggests a few things about where this category of tools is taking us, even if it's not representative for all programming spaces and would-be programmers.One prediction that's been percolating in this space for years, even before ChatGPT was released, but especially after generative AI tools hit the mainstream, is that many jobs will become redundant, and as a result many people, especially those in positions that are easily and convincingly replicated using such tools, will be fired. Because why would you pay twenty people $100,000 a year to do basic coding work when you can have one person working part-time with AI tools vibe-coding their way to approximately the same outcome?It's a fair question, and it's one that pretty much every industry is asking itself right now. And we've seen some early waves of firings based on this premise, most of which haven't gone great for the firing entity, as they've then had to backtrack and starting hiring to fill those positions again—the software they expected to fill the gaps not quite there yet, and their offerings suffering as a consequence of that gambit.Some are still convinced this is the way things are going, though, including people like Elon Musk, who, as part of his Department of Government Efficiency, or DOGE efforts in the US government, is basically stripping things down to the bare-minimum, in part to weaken agencies he doesn't like, but also, ostensibly at least, to reduce bloat and redundancy, the premise being that a lot of this work can be done by fewer people, and in some cases can be automated entirely using AI-based systems.This was the premise of his mass-firings at Twitter, now X, when he took over, and while there have been a lot of hiccups and issues resulting from that decision, the company is managing to operate, even if less optimally than before, with about 20% the staff it had before he took over—something like 1,500 people compared to 7,500.Now, there are different ways of looking at that outcome, and Musk's activities since that acquisition will probably color some of our perceptions of his ambitions and level of success with that job-culling, as well. But the underlying theory that a company can do even 90% as well as it did before with just a fifth of the workforce is a compelling argument to many people, and that includes folks running governments, but also those in charge of major companies with huge rosters of employees that make up the vast majority of their operating expenses.A major concern about all this, though, is that even if this theory works in broader practice, and all these companies and governments can function well enough with a dramatically reduced staff using AI tools to augment their capabilities and output, we may find ourselves in a situation in which the folks using said tools are more and more commodified—they'll be less specialized and have less education and expertise in the relevant areas, so they can be paid less, basically, the tools doing more and the humans mostly being paid to prompt and manage them. And as a result we may find ourselves in a situation where these people don't know enough to recognize when the AI are doing something wrong or weird, and we may even reach a point where the abstraction is so complete that very few humans even know how this code works, which leaves us increasingly reliant on these tools, but also more vulnerable to problems should they fail at a basic level, at which point there may not be any humans left who are capable of figuring out what went wrong, since all the jobs that would incentivize the acquisition of such knowledge and skill will have long since disappeared.As I mentioned in the intro, these tools are being applied to images, videos, music, and everything else, as well. Which means we could see vibe artists, vibe designers, vibe musicians and vibe filmmakers. All of which is arguably good in the sense that these mediums become more accessible to more people, allowing more voices to communicate in more ways than ever before.But it's also arguably worrying in the sense that more communication might be filtered through the capabilities of these tools—which, by the way, are predicated on previous artists and writers and filmmakers' work, arguably stealing their styles and ideas and regurgitating them, rather than doing anything truly original—and that could lead to less originality in these spaces, but also a similar situation in which people forget how to make their own films, their own art, their own writing; a capability drain that gets worse with each new generation of people who are incentivized to hand those responsibilities off to AI tools; we'll all become AI prompters, rather than all the things we are, currently.This has been the case with many technologies over the years—how many blacksmiths do we have in 2025, after all? And how many people actually hand-code the 1s and 0s that all our coding languages eventually write, for us, after we work at a higher, more human-optimized level of abstraction?But because our existing economies are predicated on a certain type of labor and certain number of people being employed to do said labor, even if those concerns ultimately don't end up being too big a deal, because the benefits are just that much more impactful than the downsides and other incentives to develop these or similar skills and understandings arise, it's possible we could experience a moment, years or decades long, in which the whole of the employment market is disrupted, perhaps quite rapidly, leaving a lot of people without income and thus a lot fewer people who can afford the products and services that are generated more cheaply using these tools.A situation that's ripe with potential for those in a position to take advantage of it, but also a situation that could be devastating to those reliant on the current state of employment and income—which is the vast, vast majority of human beings on the planet.Show Noteshttps://en.wikipedia.org/wiki/X_Corphttps://devclass.com/2025/03/26/the-paradox-of-vibe-coding-it-works-best-for-those-who-do-not-need-it/https://www.wired.com/story/doge-rebuild-social-security-administration-cobol-benefits/https://www.wired.com/story/anthropic-benevolent-artificial-intelligence/https://arstechnica.com/tech-policy/2025/03/what-could-possibly-go-wrong-doge-to-rapidly-rebuild-social-security-codebase/https://en.wikipedia.org/wiki/Vibe_codinghttps://www.newscientist.com/article/2473993-what-is-vibe-coding-should-you-be-doing-it-and-does-it-matter/https://nmn.gl/blog/dangers-vibe-codinghttps://x.com/karpathy/status/1886192184808149383https://simonwillison.net/2025/Mar/19/vibe-coding/https://arstechnica.com/ai/2025/03/is-vibe-coding-with-ai-gnarly-or-reckless-maybe-some-of-both/https://devclass.com/2025/03/26/the-paradox-of-vibe-coding-it-works-best-for-those-who-do-not-need-it/https://www.creativebloq.com/3d/video-game-design/what-is-vibe-coding-and-is-it-really-the-future-of-app-and-game-developmenthttps://arstechnica.com/ai/2025/03/openais-new-ai-image-generator-is-potent-and-bound-to-provoke/https://en.wikipedia.org/wiki/Studio_Ghibli This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe
This week on the AI Rollup, we're diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio's cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu's latest model beats GPT-4.5 at half the cost, challenging OpenAI's dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let's find out.------
The Electric State, Kill Switches, Baidu's AI, Scopely, Careless People, Gemini Robotics An arbitrator instructs a former Meta employee to stop promoting and publishing her book alleging company misconduct; publisher Flatiron Books earlier objected DeepMind's latest AI model can help robots fold origami and close Ziploc bags Future Today Strategy Group, or FTSG. Intel has a new CEO Russo Brothers' Busy, Boring Netflix Sci-Fi Directors Anthony and Joe Russo say they're building a high-tech studio aiming to help artists use AI as a creative tool to make films, shows, and video games Baidu launches two new versions of its AI model Ernie Startup Claims Its Upcoming (RISC-V ISA) Zeus GPU is 10X Faster Than Nvidia's RTX 5090 Pokemon Go is getting a new owner after almost 9 years with Niantic Developer convicted for "kill switch" code activated upon his termination TikTok will play 'calming music' to remind teens to stop using the app F-35 kill switch concerns non-US countries Firmware update bricks HP printers, makes them unable to use HP cartridges Sonos Cancels Its Streaming Video Player - Slashdot Everything You Say To Your Echo Will Be Sent To Amazon Starting On March 28 Musk-led cuts drive US consumer protection agency to ask for Amazon trial delay Host: Leo Laporte Guests: Amy Webb, Glenn Fleishman, and Mikah Sargent Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security shopify.com/twit joindeleteme.com/twit promo code TWIT ZipRecruiter.com/Twit uscloud.com
Plus, Elon Musk's xAI is buying a startup that makes AI-generated videos. And Swedish fintech Klarna replaces Affirm as Walmart's buy-now-pay-later provider. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices