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The Great private Capital Reset is upon us. Markets are volatile and driving new economic imperatives. Are VC funds still VC funds, even if they raise billions per fund? What happened to the rest of the market? What is driving VC investments? What do Limited Partners think? What is on their minds? This and more, in episode 76 of Tech Deciphered. Navigation: Intro The State of the Reset: The Hangover from the Party? LP Fatigue and VC Differentiation What Really Matters: Performance.. Returns The Mega Fund Question The Case for Smaller… Rightsized Funds What Comes Next? Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to episode 76 of Tech Deciphered. This episode will be about the great private capital reset. As you know, or you have probably heard, there is significant structural transformation in the world of venture capital, and we are probably witnessing a fundamental reset of the private capital stack. We got a huge bubble in 2020, 2021. Fueled by near-zero interest rates. We got inflated fund size, compressed due diligence, and now a generation of zombie funds and zombie startups. Now that rates have normalized, exits have not been as much as expected. LP patience is a warning sign, and I guess the industry is being forced to confront an uncomfortable truth: most VC funds raised since 2017 might not return what their LPs expected. You know, how do we start?   Nuno This is going to be a relatively nuanced episode. Obviously, there is going to be a lot of haves and have-nots, both in terms of VC funds, also in terms of startups. And so I want to start with that. This is going to be more nuanced than all transformational and disruptive.   Bertrand It’s not the end. It’s not the end.   Nuno State of the Reset: The Hangover from the Party? It’s not the end. There’s still huge mega funds that are raising more and more. It’s clear that the music has stopped, right? So if we’re playing the game of chairs, the music has stopped. Around ’22, ’23, we started seeing the first signals that funds had raised way too much money. Firms collectively raised around $669 billion globally in 2021 alone. If we fast forward now to last year, 2025, depending on the sources, we did some internal analysis at Chameleon. We came up with $75.6 billion was raised last year by 493 funds, right? So That’s a significant drop, right, in terms of fundraising. Other sources would say a little bit more. There’s a little bit of a discussion around how much did the top 30 funds capture. If you believe some of the stats out there, they would say that actually top 30 funds captured 75% of all capital raised last year. We did again some internal analysis at Chameleon, and the conclusion we came to, it was closer to 50 to 55%. So not as dramatic as some of the sources out there, but still pretty dramatic. There’s a lot of capital concentration on the top funds. Again, the top 30 funds would’ve raised 50 to 55% of capital or up to 75% according to other sources. So definitely a tremendous amount of concentration. There was a lot more fragmentation in terms of capital raised if we’re looking at the years from 2010, 2011, all the way through 2021. So 2021 would’ve been sort of the peak of non-concentration if you look at that. And that again, now we are getting more and more concentration. There’s more and more of this arbitrage around, I’ll give money to the top funds, I will not give money to the smaller funds, or I’ll give less money to the smaller funds. There’s a little bit of a movement around concentration. We’ll talk about it later and what that means. Are mega funds really better? Are the small funds still the way to go? We’ll talk a lot about that later in today’s episode. There seems to be a little bit of a bifurcation. We could say it’s either bifurcation around top-tier VCs or larger VC funds versus smaller VC funds. My perspective is the bifurcation that we’re seeing right now is more of a bifurcation between funds that are no longer just stepped into the VC space, but they’re actually becoming more and more private equity firms with full asset management range from early stage all the way to late stage. Think of it almost like a private equity hedge fund, quasi, versus classic VC funds. And I think what we’re seeing is the Andreessen Horowitzes, the a16zs of the world, the NEAs, the Sequoia Capitals, just to name a few, becoming more and more broad asset class managers across private equity, whereas you have more classic VC happening in earlier stages. And so that’s the real bifurcation that I think is actually happening.   Bertrand And maybe not really hedge fund, because they are always still long-only funds. So there is no hedging happening, at least as far as I know.   Nuno Well, some of these guys have become RIAs, like A16z has become an RIA, so they can do secondaries.   Bertrand That’s true. Yeah.   Nuno And they can also sell stuff, etc. So I don’t know how aggressive they’re going to be in terms of secondaries and selling and actually doing other kinds of services you can do if you’re an RIA. But it’s not, I think, out of the realm of possibility that they would sort of acquire and sell stock more rapidly. In that way, to your point, Bertrand, maybe they actually become beyond just long guys, right?   Bertrand Yes. Another trend I have seen is some of the larger VC funds seems to have no problem investing in multiple competitors. This was not possible before. I mean, if you’re a VC fund, you had some sort of duty not to invest in the competitors, but now some invest OpenAI, Anthropic at the same time. Do you see that as part of this evolution?   Nuno For sure. And I think there’s a lot of people like the ostrich putting their heads below the ground and it’s like, “Eh, no, no, nothing to see here.” But that does constitute a conflict of interest. And if I’m a startup raising, this assumption that you will not invest in one of my competitors is no longer there, certainly for the mega funds, because of that notion of deployment of capital. Now, some funds will still hide under the notion, actually formally from a fund perspective, we’re not investing in competitors. It just happens that different types of our funds are investing in competitors. Like maybe my growth fund is investing in a competitor to my early stage fund, right? But our funds are relatively independent. So I think there’s a little bit of hide and seek that will go on if you talk to some of the fund managers. Well, they say, well, we’re not investing out of the same fund into these competitors. But between you and I, as we know, a lot of these partnerships actually do a lot of stuff together at the general partnership level. So are there really actual Chinese walls between the funds? Well, it really depends on the partnership. And to be honest, most of the partnerships don’t have very significant Chinese walls between the funds, right? The managing general partners sometimes actually occupy investment committee roles across different funds. So I think the conflict of interest is there. So that’s why I say there’s a little bit of ostrich behavior. Put your head behind the ground or below the ground and just pretend nothing is happening. Just sharing maybe a couple of interesting stats. Global fund closings for 2025, according to our numbers at Chameleon, 1,098 closed. In 2025. Closed is when you start deploying capital, right? Whereas— so it’s not closed down, it’s closed like we start deploying capital. And that number, 1,098, is dramatically down from 1,600 in 2024. And it’s actually the lowest number of closings that we saw since 2014. So again, this is bad, right? It means there’s less funds doing fund closings and deploying capital in the market than since 2014 and dramatically below the 2024 numbers, right? Where we already saw some market readjustments. The number of active VC firms in the US that did 2+ deals, which is not a huge bar, has dropped 38% back to numbers in 2023. So we don’t have numbers that are a little bit more up to date, but basically in 2023, those numbers are already dramatically dropped. So there’s less and less active funds. So there’s funds that might be in the market, but they’re not actually deploying that much capital, not doing that many investment. They’re sort of either zombie funds or relatively passive funds that have passed their investment period. For those listening to us, the investment period for a VC fund is normally between the first 3 to 5 years of the fund, which is when you build your portfolio, when you can invest in new companies. After that time period, everything that you do up to normally what would be year 10 is follow-ons. You put more money into the companies that you’re already invested in, that you already constructed portfolio with during those 3 to 5 years.   Bertrand Yeah, that’s a pretty scary change. And obviously, I guess we’ll come to it, but the time it takes to fully liquidate investments is getting longer and longer. In the old days, we used to talk about VC funds having a 10-year life, maybe a +1/+1 in terms of extension of the fund life. But it looks like it’s taking 16 to 18 years actually to get full liquidity from a fund investment.   Nuno LP Fatigue and VC Differentiation And I think that’s the scariest piece. I mean, just to share some numbers, we in venture capital talk about vintages, right? Which year did your fund start in? Normally when you did your first close onto the fund, as we were saying before, close is when you get all your investors at that moment in time to come in and you do your first close so the next fund starts running. 2018 vintage funds, right? This is now almost 7 years ago. So you should start having— actually 8 years ago almost at this point in time. You should start already getting distributions or you start getting cash back if you’re a limited partner and investor in those funds, you should start getting cash back. Half of all 2018 vintage funds have returned $0 to their LPs. So they’ve had no distributions to their LPs. 2020 vintage, which was a very hot vintage, only 42% have begun any distribution. So 58% have distributed $0, right? 2021, only 25% have done any distributions. Now, I happen to have a 2018 vintage fund and a 2021 fund. My 2018 fund has already distributed over 3x net of fees in distributions, and my 2021 fund’s already over 10% distributed back in distribution. So we’re very proud of that. But in general, the numbers are awful. There’s no liquidity back to LPs. And to your point, that’s kind of a big deal because some of these funds have been going on for 7, 8 years, and where’s the liquidity going to come from? On the other hand, if you look at TVPI, so DPI is distributions to paid-ins cash on cash. But if you look at TVPI, which is total value to paid-in, which also includes the book value or the value that you’re marking it on your books, basically the paper value as we call it for the company, even on that, the median 2017 fund, so 2017 vintage fund has a TVPI, total value to paid-in, of only around 1.76x, which is well below what should be, which is sort of the 2 to 3x benchmark of a really good performing fund. So the median funds are doing very, very poorly overall. So if you add that to the fact of what’s happening and distributions are taking a long time, back to your point, Bertrand, it’s taking like— this should be a 10-year asset class, maybe 11, 12 years, and now it’s looking a little bit like a 15, to 18-year asset class, which is not what most limited partners sign up for. Part of this dynamic, I think, is that we’ve had tremendously overvalued private companies over the last few years, right? Secondly, these companies have just stayed private longer. And I was having a discussion recently with a friend of mine, it’s like, hey, what’s this thing about companies are staying private much longer? Is there some dynamic around secondaries? And the reality is there is a dynamic around secondaries, right? Because if I’m a very large fund and I can get away with doing secondaries on my portfolio, I will get liquidity at some point, right? But someone else is stuck with private stock, which hopefully will IPO, but who knows, right? And so there’s this funny dynamic right now of because of secondaries, because of a couple of other things that are happening in the market, actually a lot of these startups are staying private for tremendous amounts of times, and some of them will IPO and they’ll be huge deals. Some of them might not and might not warrant the latest private valuations that they’ve exercised. And so there’s this tremendous noise that we’re seeing in the mid to late funnel of privately held companies where some are just waiting to be public. Some of them might not be able to go public at anything that is an up round versus private valuations that they’ve had in previous moments and in previous rounds.   Bertrand And obviously the 2 to 3x returns that funds are targeting, and obviously more 3x than 2x, I mean, that was good and nice if it’s a 10-year fund, but if it’s the same 3x for 15 to 18 years, it’s not at all the same rate of return annualized. So it’s a really, really, really big issue if you keep the return the same, but you extend the duration of the fund. Concerning going IPO, there is a lot of complexity going public, the IPO process itself, but also after that when you’re a public company. It changed how you can run the business. Some would argue that we have had an issue with more companies delisting than companies listing on the public market. So I think there might be also separate issues about the efficiency of the public market and maybe a need for change. We went very strongly in one direction for the public market, have post and run, but was it really ultimately the right thing to do? I’m actually not so sure.   Nuno Yeah, I mean, just to be clear, this is anecdotal, but when we tell prospective LPs at Chameleon about our returns, the last few funds, 2018, 2021, the first reaction is, “You must be lying, right? Surely you can’t have distributions already for 2021,” et cetera, et cetera. So clearly there’s almost a state of disbelief right now from limited partners. And liquidity does matter. So clearly you have to move forward. So how did we get to this point where we had this bubble 2021 all around that time space and now things don’t look so good. Well, the macro conditions have changed dramatically. I mean, rates when they were near zero, safer assets yield nothing or yield nothing. So basically you had to push capital into longer duration risk assets like venture capital. And so you had to push it. So the opportunity cost of capital also has fundamentally shifted. Obviously a 3x VC return in 15 years over 10 actually competes very poorly against 5% annual credit returns over several years. So there’s been a readjustment of stuff. And then the public equities in particular, the tech public equities have had a lot of volatility, but some of them have done extremely well, right? Chipsets, things like NVIDIA, the Amazons of the world, Alphabets, et cetera, et cetera. They’ve done very, very well. So why would I invest in a long-term illiquid asset that takes now longer to give me money back, and in some case doesn’t give me back, if I can invest just in public equities, and a variety of other things. The venture debt costs have increased dramatically. The burn rates that were sustainable back in the day with sort of the addition of venture debt, private credit, et cetera, now are overblown at this moment in time. At the end of the day, there’s been a lot of movements also overall in the pipeline in terms of valuations, et cetera, et cetera. Now, I would put a grain of salt into all the numbers I just told you. There still is a little bit of the haves and have-nots in startup land. Certainly in early stage where if you’re a hot AI company, you can get away with raising a Series C or $480 million. This is actually a true story. Series C, right? Not Series C, a $480 million at $4 billion pre-money valuation. Whereas if you are maybe in a space that’s less hot, you’ll have more difficulty in raising money at this point in time, might not be able to even raise a Series C, right? So there’s a little bit of the haves and have-nots happening on the VC side in early stage that has been really amplified by the macro regime and where we’re at, which is actively zero-rate era is done and now the new regime is quite different. And so I can get better returns by doing something else.   Bertrand Kind of makes sense. I mean, if you have some ways the SaaSpocalypse in the public market because there is that fear that AI is going to completely change the game for especially for the more typical software companies. Good luck raising private money to quote unquote just build traditional software companies. You cannot expect a warm embrace from the private market if the public markets are completely destroying that category. I’m not saying that this is there forever, uh, things might change over time, but for sure what’s happening on the public markets always have a very strong impact on the private market.   Nuno Indeed. So what’s happening in this relationship between limited partners and VCs, the general partners? Again, limited partners are the people that give venture capital firms and venture capital funds their capital to actually deploy. And they are a variety of different players, right? Could be endowments, like university endowments, pension funds, family offices, very high net worth individuals, fund of funds, et cetera, et cetera. I mean, in particular, if you look at the institutional investors, the endowments, the pension funds, the fund of funds, they have allocations that they do to different asset classes typically. And the feedback that we’ve received from the market is they are increasingly frustrated with what’s happening in terms of distributions. They’re not getting capital back. It’s like, I gave you capital 8 years ago, 9 years ago, 2017, 2018 vintages, and I’m not getting any capital back. So what the hell’s happening? On paper, it looks maybe the fund’s doing okay or it’s doing great in some cases, but where’s my money? And so that creates a little bit of wait-and-see kind of game on portfolio allocation. As we’re thinking through their re-ups, putting more capital into funds that they’re already actually put capital or putting in capital into new slots, into new fund managers that they want to put money into. They’re like, well, let’s wait and see. I want to get my money back or get some money back first before I redeploy it. Again, this is a little bit the haves and have-nots because we’ve seen, for example, a couple of top-end LPs in terms of returns that have a little bit the opposite problem, right? Because they are into funds that are performing extremely well. They actually are over that period and they want to actually redeploy. But to be honest, the average in the industry right now is a wait-and-see game. It’s like, I want to wait and see, which leads to what can only be characterized— I was hearing someone the other day, one of the top advisors in the LP community, saying this is the worst fundraising environment ever for venture capital. Not the last 20 years, 30 years, like ever, right? Since this became an asset class more institutionally in the late ’60s, early ’70s, Pulse Robo 2 as it was created, this is the worst fundraising environment ever. Oh, wow.   Bertrand And concerning TVPI, let’s not forget that typically it’s not mark-to-market. So the metrics in terms of TVPI, correct me if I’m wrong, you know, but the metrics in TVPI are based on typically the last fundraise. So if the valuation went down but there was no additional fundraise, we wouldn’t know by looking at the TVPI metrics. It will only be updated if there is a new Financing, equity financing, or an exit.   Nuno Yeah, normally most funds act like that. Some funds are a little bit more aggressive and do do mark-to-market, but normally funds would be conservative and say, hey, I’m being conservative, it’s whatever is the last known valuation of the company. And if there wasn’t a priced round, it’s a little bit more obscure than that, right, Bertrand? Because it might actually be the company has raised money on a note, or either convertible note or a SAFE note, and that wouldn’t count as a priced round. So I would say actually, even if it was a cap that’s below with a significant discount, I won’t recognize the assets as a down round. I won’t recognize the asset with a lower valuation because formally it wasn’t a price round. So it’s on the one hand conservative, on the other hand, it’s only relating to price rounds or exits to your point. So it’s sort of, you can be like, hmm, well, we opt to do that because we think it’s actually the most conservative route. Mark-to-market is extremely difficult to do. And who would do the mark-to-market for you, right? It’s like it’s some valuation firm, et cetera.   Bertrand I’m not saying a mark-to-market is easy, but I’m not sure I would call using the last valuation something conservative in the context that most startups will fail. So it’s not clear.   Nuno Well, in some cases it is, some cases it’s not, right? Depends on the startup situation, to be honest. Yeah, yeah.   Bertrand But yeah, at least that’s how it’s done. So for instance, to evaluate the impact of the SaaS apocalypse, it’s tough to know. We will have on the private market. I mean, we will see that in a few quarters. Because if companies still exist in that environment, if they still do additional truly price rounds after that, that’s when I will start to know.   Nuno I mean, just to share a little bit more data, like VC fund close time stretched to 15 months. Basically, it’s just taking a long time to raise money. It’s taking a long time to do your first close, get your fund running. When entrepreneurs complain to me that their fundraising is difficult, I always say, you have no clue how difficult it is compared to ours. First-time funds have collapsed. We had some numbers that only 77 first-time funds actually closed. I assume this is in 2025 versus 215 in 2023. So that’s a huge number. We did some internal analysis on our side and we did some analysis that emerging fund managers, emerging fund managers are normally people that are in their first one or two funds. Basically emerging fund managers gained some ground until 2017. Reaching by then a slice that was 63.7% of all capital raised in 2017. But since then, the capital deployed to emerging managers has been largely reduced to actually 24.2%, right? So it’s gone from 63.7% in 2017 to 24.2%. So this has been a culling of sorts on emerging managers and almost like a slaughterhouse of emerging managers. Compared to previous situations, which is obviously incredibly concerning if you’re an emerging manager starting your VC firm, et cetera, et cetera. So really tremendously problematic for those. We think capital’s not leaving VC. I think we see a lot of the institutionals saying— there’s some numbers as high as 33% of institutional investors plan to invest more in venture in the next 12 months. So I don’t think capital’s leaving VC. I think it’s really concentrating. We’ll come back to the concentration issue later in the episode. And part of that concentration comes from a topic that has been widely spoken in venture capital recently, which is differentiation. How do you differentiate in venture capital if you’re talking to a limited partner, right? How does my firm differentiate versus the firm next to mine? And that’s incredibly, incredibly challenging. Bertrand, what are your thoughts on that?   Bertrand Differentiation is always a question. I mean, if you’re an entrepreneur, Typically, you think fully about the best possible partner for your stage and for your type of business model. You want a VC who understands fully your business model, because if they don’t, then it’s going to be troubled down the line. But that’s true that another piece of the puzzle is that the best VCs help you get more visibility in terms of achieving potential customer deals, in terms of attracting the best talent. And that’s where VCs’ brand names can help. If you can say you have backing by some of the top, most visible names in the industry, and usually these are the mega funds because others have trouble to be as visible, then they have some sort of unfair advantage compared to others. So I can see that there is some level of concentration happening naturally, especially in the later stage from Series B onwards.   Nuno What Really Matters: Performance… Returns Yeah, I mean, we did some analysis internally about What are the top funds that invested in the top performing companies in early stage, Series C, Series A? And we looked at it by size of fund and the top performing normally are funds below $100 million, but in some cases very closely followed by funds between $100 and $500 million. And actually funds above $500 million, so $500 million to $1 billion and then $1 billion and above are actually tremendously underperforming. So this notion of the industry that says, well, the mega funds still see The top investments early on, because they still deploy in Series C and Series A opportunistically, in some cases even spray and pray if they have their own incubation and acceleration programs, is not true. Actually, we verified that over the last 12 to 13 years. It is not 12 to 13 years in vintage, right? So up to a 2021 vintage fund. So we went basically 12, 13 years back from there. And it’s not true. Actually, the most performing are 0 to 100 and then 100 to 500. And as I said, there’s 100 to 500 in a couple of years actually are a little bit better. Than the $0 to $100 million ones. So that’s the first thing that’s a conclusion. And actually, that’s not shocking. If we remember back in the day, Kleiner Perkins used to raise funds up to $600 million, Benchmark raised their $425 million funds. It seems like the sweet spot for a VC fund would be around $500 million at the top end, like maximum. And now somehow people are saying, well, I’m raising a $3 billion VC fund. It’s like, well, it can’t be a VC fund. The return profile is totally different, right? You can’t deploy that capital just based on early stage investing. And by the way, you’re not seeing the guys at early stage, all that you’re seeing, you’re going to make your returns in mid to late stage, right? Back to what we said at the beginning of the episode. So there’s a little bit of the haves and have-nots there. The big guys are raising more and more money, but they’re no longer venture capital. And I think limited partners that are a little bit more evolved, that are a little bit more conscious of this, that have been in the market longer, are realizing that shift. So it’s like if they want to have the alpha of venture capital, they need to deploy to the sub-$100 million funds or the sub-$500 million funds, right? That’s where they need to actually focus their VC capital. They can still deploy to mega funds, but they’re deploying to a different asset class. They’re deploying to a private equity, mid to late stage asset class, which looks maybe a little bit more like a growth fund or something like that. The second part of differentiation is the honest truth is most VC funds are like, I have proprietary network access, right? I’m ex-Stripe or I’m ex-Google or I’m ex-Facebook or whatever, and I have access to that. I mean, we know proprietary networks from that standpoint are no longer true. The whole thing that created Silicon Valley back in the ’70s of what I used to call the country club deals where there were a few people coming out of the big companies, the Fairchilds of the world, later on the Intels of the world, et cetera, et cetera, that made some money along the way that sort of bootstrapped their next companies, were well-known quantity to the existing VCs and raised money relatively easy on ideas, that doesn’t work anymore. Someone was telling me the other day one interesting thing that I wasn’t quite aware of, a lot of it had to do with the NDAs. I don’t know if you knew this, Bertrand, but like the fact that in California, it was sort of the Silicon Valley community sort of imposed this, we don’t sign NDAs thing and Boston continued signing it. And this whole NDA enforcement issue and non-compete, actually not the NDA thing, but more strongly that California did not enforce non-competes. I could leave Fairchild and start a company that magically was doing something that could be considered competitive to Fairchild. And that was sort of part of the acceleration actually of venture capital in California versus, for example, Boston, which was sort of hand in hand at the beginning.   Bertrand Yeah, I mean, I’m a big, big believer in California success coming from not enforcing or banning non-compete agreements. I think it’s a key part of the game. If you lock people into not doing something similar in the next 6 months to 24 months. And the industry has always been moving fast. So this is a significant time where you are blocked to do something very similar. I think it was really an issue. So I think it’s a key part of the game and it has been there. I don’t know how it started, but I think that non-enforcement of non-compete has been a key part of the success of California. I’m actually pleased to say that Washington State is going in the same direction. They are just signing a non-compete ban. And you might remember that at the federal level, I think in 2024, there was also a ban that was put in place to ban non-compete, but this has been reversed by the courts. So this is not there anymore. So that’s why we see a state like Washington State putting their own ban, and we might see more state by state moving in that direction. I think it was not helping at all, this non-compete. I mean, there is obviously stuff that needs to be done, like you cannot steal secrets, you cannot steal IP.   Nuno Yeah.   Bertrand Even stealing employees, there should be some restraints. We need to find the right balance, but you have to be careful there. That was key for the success of California, and I’m glad to see that this is a trend that’s going to go beyond California. And I hope most states will have a ban on non-compete.   Nuno Maybe just to close on the differentiation process, two things. One, I think there’s this notion When you talk to some LPs, that seems to be a little bit ingrained, some LPs that prefer specialized funds. We’ve also done some significant analysis internally and have talked to a couple of datasets other than our own, or people that own datasets other than our own, and the feedback has actually been not so fast. Actually, generalist funds over time cannot perform specialist funds. There seems to be a little bit of a sweet spot around generalist funds. We like to call ourselves multi-specialized at Chameleon, but ultimately from the perspective of specialized versus Generalist funds, the picture’s not as clear as specialized funds outperform generalists or generalists outperform specialized. We’ve seen there are pockets where actually generalists outperform specialized, in other pockets where specialized of a certain size can outperform generalists. So that’s one topic on differentiation that is a little bit broader. And then the final topic on differentiation, it’s really an industry that hasn’t innovated dramatically on where it creates the most value, which is really the picking stage, right? So it’s having great deal flow, very optimal, productive, efficient due diligence with very few resources and the ability to then get into those deals. That’s where most of the value is created. And then hopefully liquidating the asset if there’s an opportunity to do so at the right time, either through secondary trade sales or an IPO or something else. And what we’ve seen is the industry has innovated very little. I mean, the only thing I could point out in terms of core innovation at the top of the funnel has been the creation of the mega funds, the well-known funds, right? Like a16z, Union Square Ventures, et cetera, et cetera. But there needs to be more innovation on that cycle. And that’s why we certainly at Chameleon believe that the future is to have quant and AI-native VC firms that develop their own tooling, their own platforms. We have Mantis in our case that allow you to have this unfair advantage in how you source deals and how you do due diligence, how you get into the deals, et cetera, and how you take it to the next level. And we think that’s the beginning of the next stage is that the industry becomes more tech-enabled, shockingly enough, an industry that has made all its returns on tech or almost all of its returns on tech. That we need to be more tech-enabled ourselves. But I think the writing is on the wall there, and that will be a source of differentiation certainly over the next 3 to 5 years.   Bertrand One thing the industry has innovated somewhat and maybe could innovate even more is providing liquidity beyond trade sale and an IPO, because it’s clear that if VCs want more liquidity without waiting 18 years, you need that liquidity at different stage, not just when it’s time to do an exit, a full exit for the business. And for employees as well. I mean, it’s one thing to stay for a company for 4 years, which is your typical vesting. Maybe you extend that to 6 years, to 8 years, you have a great time at the company. But to think that maybe you have to stick around for 15 to 20 years in order to get liquidity on your stock options. I mean, that’s too much to ask for most people. I mean, people have a life, they have other things to do, other plans, they might want to move, they come at a different stage of life. So you need to provide them liquidity. The new game is we are not going to exit until 15 to 20 years, else it’s truly unfair. It’s not just unfair, but people will say, you know what, I’m going to go across the street, go work for Amazon or Google. I will have RSUs at best regularly that are liquid, and why bother? I mean, we need to find pathways to liquidity for both investors but also employees. There has been a change in that direction, but I think we need more of this change, and maybe not just reserved for the absolute biggest, most successful companies like OpenAI or SpaceX, but also us as well. Hopefully we can find a way.   Nuno Well, now we have these AI companies that actually grow so fast that they will IPO in one year. Now, isn’t that what’s going to happen? They raise They raised $500 million in Series C or $1.4 billion in Series C, and they’re going to IPO in 2 years. No? Is that not the new reality? I’m being facetious.   Bertrand At the same time, I mean, there are rumors that some of them are going to IPO this year. I mean, we talk about OpenAI, about Anthropic. I mean, OpenAI is quite old, but Anthropic is a relatively new business, quote unquote. So I think it’s a good time.   Nuno The Mega Fund Question So maybe it will be true after all. Moving to the next section, are mega funds still venture capital, Bertrand? Are they still venture capital funds?   Bertrand Yeah, I guess venture capital is a term that can encompass from small to very big funds. I truly don’t know. I mean, once you reach a growth stage, are you truly a VC fund? I don’t know. I think some of these definitions are kind of arbitrary from my perspective. What is clear is that you as a business need different providers of capital. And as we just discussed, you as a business, probably need to keep going and stay private for longer. One reason being, again, there is a tremendous cost to being a public company. There are some true strategic disadvantages. And at the same time, just practically, I mean, you need to get bigger and bigger in order to have a chance of a successful IPO. So you cannot just go IPO at a $500 million valuation. I mean, that’s like committing suicide, at least in the US market on NASDAQ. So my point is, you truly have no choice. You need to extend and If you need to extend, then you need to have capital providers that are there at later stage and therefore have more money. Is it still true venture capital? Is it true venture? I don’t know. At some point, it makes sense that from the startups to the capital providers, everyone adjusts to a reality where the life cycle is getting longer.   Nuno We don’t think it is. We don’t think mega funds are venture capital. We have actually some data that shows that they’re not in terms of actual returns. The alphas you can generate, the IRR that you can generate is actually not comparable. We did some analysis again with some of our datasets and from 2012 to 2022, so that’s the datasets that we used so that we had actual distributions and stuff we could take into account and so on and so forth. And looking at IRR, just to share some numbers in terms of IRR over those 10 years on sub-$100 million funds versus above $1 billion funds, the differences are incredibly stark. And this is true for global and US IRR, right? So just to quote some numbers in terms of average, sub-$100 million funds, global IRR of 22.9%, US IRR of 21.6% versus above $1 billion, 9.1% and 9.0%. Median IRR, if we just looked at median, 7.3% and 16.6% for sub-$100 million funds, 7.5% and 8.1% above $1 billion. Top quartile IRR, sub-$100 million, 31% versus 30.4% US IRR. And then above $1 billion funds, 14.7%, 15.5%. So it’s very clear if you sort of cut this in different ways, averages, medians, top quartiles, et cetera, over all these years that sub-$100 million funds are in a very different asset class than above $1 billion funds. They’re in different alpha that you can generate and so on and so forth. Now to the point you made, Bertrand, I don’t fully disagree with the point you made of the bigger funds should become bigger. I just think they’re becoming different things. Now, again, some of these funds will hide under the facts like, well, wait a second, we have all these assets under management, but they’re over different funds. Sequoia, we’re still raising small early-stage funds, $500, $600 million funds. And then we have larger funds for growth, et cetera, et cetera. Andreessen Horowitz, a little bit less clear what they’re actually doing. We heard that they’ve raised $15 billion across funds. I’m not sure if that’s the exact number at the end of the day. But the point is, if I’m a multi-asset class manager, like early growth, et cetera, et cetera, then it still applies what Nunu is saying. I’m still going after the $500 million, $600 million early-stage funds. Well, not so fast, right? Because you still have all this capital with managing general partners that are maybe across funds for which their incentives in particular, both carry and management fees are coming from the larger funds. Et cetera, et cetera. So there’s necessarily conflicts of interest. In many cases, the funds are just straight up big, right? And so they are above a billion. And so I don’t think a lot of these guys are in early-stage investing anymore, right? It may appear that they are, but I don’t think that’s where the returns necessarily are going to come from. And so if you are a limited partner, if you’re looking at your asset class allocation, again, you’re absolutely free to put money into mega funds because that’s the kind of asset class you want to play in. In terms of a blended private equity asset class that has a little bit of growth, a little bit of whatever, or actually a lot of growth, a lot of late stage, and maybe a little bit of early stage. And I want something that’s a little bit more blended, right? But if I still want the alpha venture capital, I need to deploy to funds that are early stage, right? And that’s like up to $100 million, up to $500 million. I think that’s my two cents on that topic. We see crossover things coming around, like guys who do both public and private markets. Again, that starts feeling a bit like a hedge fund. A lot of these funds have also become RAs, as we discussed earlier. So I feel the writing’s on the wall. The mega funds are going more and more after either some mechanism of edging or a mechanism that’s a little bit more blended in terms of private equity than classic venture capital.   Bertrand Yes, I think a few things. One, if you’re an LP, I can imagine that dealing with multiple $100 million funds might be more difficult. You, you need to know the partners, you need to have some background, uh, visibility. You need potentially to change regularly of VC investments. So I can see some level of simplicity if you just focus on the bigger ones, especially if you have a lot of assets you have to put to work. Another piece of the puzzle, I would guess that the bigger funds are able to return money faster because they are at later stage of the cycle. So instead of that 15 to 18 years, maybe they are more in a 5 to 10 year range, while the smaller funds being there more early might be the one who are taking longer to deliver. So I can see that Yes, there is an IRR picture, but there is also time to liquidity that is not the same. So that can probably also influence. And in terms of crossover PE hybrid model, I mean, for sure we have seen some of the public equity investors doing crossover, meaning going into private equity firms like Coatue, like Tiger Global and others. And for companies that are preparing for IPO, there is a lot of value to work with these firms because they have very good visibility and understanding of the public markets. And their presence in the cap table is also a sign of quality, typically for public market investors. So there is a lot of value and logic for them to be there on both sides of the puzzle. But again, the fact that firms keep delaying IPOs, that the market is not so much startup-friendly, makes this model a bit more difficult. But personally, I think there is value there.   Nuno Yeah, I think on the mega fund, just so that I’m not boo-booing everything, I mean, but there’s definitely angles in terms of the asset class that make a lot of sense. And there’s the scalability of the model. The ability to go after Series B, Series C, as well as mid-stage, as well as late-stage, even secondaries over time, to your point, in some cases even public equities. And that level of skill I think matters. We’ve also seen, as we’ve known, we won’t mention any brands, but people will know who they are, that late-stage hedge funds and investors, even if they’ve done okay-ish in growth in private equity, don’t necessarily do well in venture. So it’s clearly a very different asset class, right? So once you start getting venture teams together, The returns are not quite the same. Actually, sometimes they’re not even quite the same as the growth investments. So clearly they’re very good at the growth side, but not so good in early stage. But definitely there is a case for it. The Case for Smaller…Rightsized Funds But if we switch gears maybe to the small, or I would call right-sized funds, maybe just to quote a couple of numbers and then open up the discussion. Small funds do seem to outperform larger funds. There’s a lot of data in the market that shows some of that dynamic outperformance frequency. All the Very historical numbers from Cambridge Associates from 1981 to 2010. 19 out of 30 vintages were won by sub-$150 million funds. We did our own analysis as I was sharing before. Funds between $0 and $100 won most years between around 2010 and 2021. And the years that they didn’t outperform in terms of investing in the top-performing companies in early-stage Series C, Series A, they were outperformed by the $100 to $500 million funds. The $500 to $1 billion funds and $1 billion or above were never even in the same league in terms of performance, of having identified those top performers in terms of quantity over those early-stage investments. Top 10 funds by vintage, 2004 to 2006, 2016 numbers. Top 10 funds, 73% were sub-$100 million. 2004 to 2016, top 10 funds by vintage, 73% of those were sub-$100 million. So there seems to be a little bit of a case that actually smaller funds, sub-$100 million, sub-$500 million in some cases, are outperforming the larger funds over time. Now, these funds are complex in and of itself. The positive of it is small fund GPs like myself, we are deeply invested in our own funds. We’re not there to just make management fee monies. I mean, we’re not making $1 million, $2 million a year in management fees of salary ourselves, like some of the larger funds. So we are there to really get the carry and be less focused on management fees. And so I think there’s a little bit of alignment around that and really taking that kind of perspective on portfolio construction and liquidation, being also more aggressive on the individual time that we spend with our startups. On the negative side, obviously a lot of these smaller funds, not the case of Chameleon, but others out there are single GPs, very little teams or very small teams. And so it’s sometimes difficult to actually do a lot for portfolio companies as well. And this is where the mega funds, for example, a16z notably would say, hey, we have 600+ people that can support you, right? On market development, business development, communications, talent recruiting, all this stuff. Question mark whether that’s the right way to do it in terms of operating model, if technology is not a better way of supplying that value back to your portfolio companies, or if there’s no better way of doing it. But still, that’s one of the appeals of actually dealing with a larger mega fund if you’re a startup, right? That they will have the resources, also the financial resources to put more capital in you. But also, again, if there’s entrepreneurs listening to this right now, and hopefully there are, it’s a two-edged sword, right? Because if you have Andreessen Horowitz putting money in you, or NEA, or General Catalyst, or whatever, putting money in you on a Series C and then not doubling down on the Series A or the Series B, there will be questions, right? Because like they have the capital, they have other funds, so why the hell are they not putting more money in? Um, so, so it’s a little bit of a two-edged sword.   Bertrand Yeah, I think that one is a pretty big one. And on top of it, as we discussed, some of these big firms have multiple funds managed technically by different teams. So you might have convinced the early-stage teams, they have investors, they’re happy, but you don’t convince the growth-stage firm. As you say, it might raise questions because people might think that there is some communication between the early-stage team and the growth-stage team. So why the heck are they not deciding to invest? And as we also discussed, even worse possible situation, what happens if the growth-stage team has invested in your competitor? It’s even more trouble. So I think trying to understand how firms behave, what’s the reputation of the firm, what’s the reputation of the partner you are working with, I mean, can have tremendous importance and impact. When it’s time for you to work with a firm.   Nuno Indeed. I mean, at the end of the day, we still believe that the smaller fund— we at Chameleon discuss the notion that our limit should be $500 million per fund, right? And that’s the logic of it. We think that model is the model that works well in venture capital. We do recognize, as I said before, why mega funds keep raising more and more money, right? It becomes a harm’s race at that end of the market. As I said, probably a slightly different asset class, or if not a significantly different asset class as well. So seeing a little bit both sides of the market, I mean, we often compete with the mega funds, but honestly, a lot of the mega funds are kind to us and they let us in. And this whole notion of elbows out, we haven’t felt it that much in the market. And people see our value at the table. And in many cases, I, I do see the larger funds more and more seeing the value of smaller funds coming in on the same rounds and even in some cases co-leading early stage rounds like Series C. So it’s not like elbows are out everywhere across the board. So I don’t mean to say this is like an all-out war between small funds and big funds and the small funds need to win or the big funds need to win. I think actually there’s a lot of potential for coexistence. My point is more that the asset classes and the returns are quite different over time, and that’s how I would think through it. And if you’re an entrepreneur, you should think about that as well, right? What are the implications of taking money from certain funds versus others in terms of the expected returns, expected time allocated to you? For example, if you’re not doing very well as a as a company, right? Will the big funds spend the same amount of energy on you if you’re not doing great and all of that? So it’s a little bit sort of a beware, open your eyes, both for limited partners and for startups. What do you actually want, right? What do you want from your VC firm if you’re a startup? And what do you want from your VC firm if you’re an LP?   Bertrand I must say, as an entrepreneur, uh, a board member, I have seen some situations where the bigger funds are actually trying sometimes to elbow out the existing investors. Like, uh, we have that much money to put to work, we cannot do less. And you’re like, yeah, but I don’t need that much money. And then they’re like, okay, just don’t let your existing investors do their pro rata. I don’t think it’s great because an entrepreneur, if your investors, your VCs, trusted you earlier stage when it’s more risky, and when it’s becoming less risky, you don’t give them the right to their pro rata because you have to let this big guy come in. That’s not great. Or even if there is not this pro rata issue, when an investor tries to put more money to work than it’s really necessary, it’s also not a good idea as an entrepreneur to take more capital than you could use. It will dilute you more, it will set higher expectations in terms of valuation, it will push you to use that capital faster than maybe would be reasonable. So I think that’s something you want to be careful with the bigger funds. So don’t talk to funds that are in some ways beyond your stage and try to make it work in that context. Or don’t accept to have your strategy change dramatically for no good reason by funds that just want to put too much money to work in your business. And that for me is surprising because it should also be in their best interest not to invest in businesses that are not ready to accept that much capital. But as we have seen, there were in the past some funds that believe that capital is a moat. Was a good idea. So hopefully, I guess we’re a bit behind that. But yeah, I would say entrepreneurs, be careful, find partners that are the right partners for you at your current stage. Sometimes some big names look great, but at the same time, if it comes with a lot of issues, from too much capital to also taking the risk that these partners don’t understand the stage of the business you are in or your industry, Just be careful. There is a lot of value to have firms that are very focused on your stage, on your industry, are finely attuned to that situation.   Nuno What Comes Next? Maybe to end in terms of sections, what comes next? And maybe we can come up with some predictions that are a little bit provocative on what’s going to happen to the market. You, if you’re listening to us, feel free to interact with us on LinkedIn, on X. If you have our email address, shoot us an email as well. We’d love to hear from you if you think these are the right predictions or if we’re totally off. Maybe I’ll throw in the first one, Bertrand, and we’ll go one by one. So we’ll each put one at the table and see where we head. My first one is that we’ll have a huge culling of VC investors. We had this rapid expansion of the VC asset class with arguably at least tens of thousands of firms globally, maybe even over 10,000 in the US. I think we’ll have a culling and the culling will continue and we’ll have several firms sort of getting eliminated over the next couple of years that will have either because they’re having tremendous difficulty doing their first close in their next fund, or the returns are not there, or it’s a firm that has done 3, 4 funds, but for some reason the returns have just gone out of whack in the last few years during the bull years. And so therefore, actually they can’t justify to raise more funds out there. So I predict there will be a significant elimination of active firms in the next at least 2 to 3 years. So maybe by 2028, and we’ll be below, I don’t know, 30% of number of active firms that we are today. The other side of it is I do think if we look beyond that, 2029, 2030, and so on, we’ll have the reemergence of not micro funds, but nano funds where people will start deploying capital very, very early and writing small angel checks, but doing it in a way that it’s sort of not this cottage industry that we’ve had of angel investors. So I think angel investment will be disrupted by people that will use more and more of the AI toolification out there to actually manage their portfolios of 10, 15, 5K investments in a way that is a lot more professional, creating sort of an advent of nano funds.   Bertrand Yeah, makes sense. On my side, in terms of prediction, I think there is a possibility that the mega fund model keeps expanding and looks more similar over time to some PE models. So do we have the top 10 VC firms that look more like a Blackstone than a Kleiner Perkins or Sequoia used to be? That for me will be an interesting question and development. I think that there is some possibility that it keeps going in that direction. A lot of incentives are pushing things that way.   Nuno My next prediction is that DPI, distributions to paid-in cash on cash, just cash back, will become essential for limited partners. I think TVPI, total value to paid-in, that also has in there, as we just said, paper valuations. There’s a lot of disbelief now around the TVPI metric if there isn’t distributions going alongside it. For those who, again, don’t know what TVPI is, it’s total value paid in, but it also includes DPI. So it’s cash on cash component plus a remaining valuation to paid in, an RVPI. And the problem is the RVPI really, in reality, it’s that kind of on-paper valuation that never gets attributed. I think LPs, they’ve seen the writing on the wall and they’re like, dude, just show me your DPI numbers. I don’t care about TVPI. Some LPs will still ask about TVPI just to make sure that the rest is sort of looking in order. Like, show me the money, show me the cash. Actually, it’s not money, show me the cash, right? I want money back.   Bertrand But that’s an issue. I mean, if you’re supposed to raise financing every 3 or 4 years, good luck getting DPI to show for that. So you need to be at least on your third fund in order to be able to show DPI, I guess.   Nuno I mean, my corollary to that, Bertrand, is if you allow me just to have a corollary kind of prediction, is that we’ll see certainly for funds like $50 million and above, $100 million, $200 million, et cetera, even increased concentration, right? I really need to have anchors that believe in me over time. And we might start having, again, the advent— we had it some decades ago, the advent of cap table kind of VCs, right? Like Sutter Hill Ventures, right? Where they’re not really raising funds anymore. And so we might have the advent of that, that we’ll have structures that are created that have more permanent capital allocated to them, or at the very least more concentrated capital by very few players.   Bertrand Interesting. Me on my side, as I shared before, I believe secondaries are, are important and here to stay. Um, in the past, some could argue, is it a distress signal or something? I, I don’t think it’s true anymore. In a world where your average startup might take 15 to 18 years to exit through M&A or IPO, we need to have other options. For funds, for employees, they cannot be expected to stick around for so long and have no liquidity. I mean, it’s just pure madness. It’s just bad alignment at some point to do that. So I think secondaries are becoming the third liquidity pathway for VCs, for employees, and it should be more and more a key part of the game, a key infrastructure in the VC/startups tech industry.   Nuno I mean, on specialized versus generalist funds, I believe we’ll continue seeing the coexistence of those two models where the specialized funds will in many pockets actually outperform generalist funds, but where we’ll continue seeing that the large franchises, the tier one franchises will likely be generalist funds. I mean, we just saw it in the cycle. The AI cycle went upon us. We had a 2021 fund. We could easily adapt and go into AI and figure out that AI was growing very fast. I mean, if you have an ultra-specialized fund and that’s your remit and that’s the only thing you can invest on, very difficult to change even during our investment period. I will put a caveat on that. We don’t call, for example, ourselves at Chameleon generalist. We call ourselves multi-specialized because our scoring models for the verticals that we track are specialized within Mantis. Because the partnership is specialized, we all focus on different areas. And because we have the Kin network that allows us to tap into that level of expertise, Again, I think the world will be specialized coexistence. Some pockets specialized will do very well, certainly on the smaller fund size, but the big franchises will likely look a little bit more generalist. And as I said, multi-specialized from our perspective is the future. We’ll start seeing more and more funds that are multi-specialized like ourselves. Do you want to talk about AI and how it’ll distort the metrics? No.   Bertrand Yes. I think AI is an exciting moment in the tech industry. It feels in some ways that the same way we had a big distortion coming with COVID and work from home in 2020, 2021. 2021, where suddenly everyone and their mother will build a SaaS company or invest in a SaaS company. AI feels a bit of the same. I mean, to be clear, I truly believe it’s deserved. I mean, we are facing a dramatic shift in how computing is being done in terms of value you can get from software. So at the same time, AI will probably distort this matrix for a long time. We clearly see a split where investments are going, in what startups are being created. So I think, yeah, we will see some distortion. And we know that maybe 50% of all deal value is going to AI in 2025. We have seen single rounds reaching 40 billion, like to OpenAI. We have seen, as you discussed, some seed stage investment of 400 million. So AI investing and AI startups are definitely a beast on their own. And will distort VC metrics for a long time. And we might need two sets of metrics in parallel, you know, AI versus everything else. So that would be an interesting bifurcation in the industry in some ways. I would say it’s fair to separate AI versus non-AI. We reach a point where it’s two different beasts.   Nuno Conclusion So in conclusion, AI has changed the world and it’s changing VC as well, as we discussed earlier in the episode. We have a tremendous momentous occasion for the asset class where venture capital is really bifurcating into very large funds, which no longer are in venture capital or seemingly may be distributed between different asset classes, and the smaller funds, sub-$500 million and sub-$100 million, that keep having the better returns, but also with much smaller scale. We’re seeing a culling of the industry where the industry is definitely getting smaller and smaller and more concentrated at both ends, number of VC firms, as well as a number of limited partners per fund and the interest that some of these limited partners have of being more and more concentrated in their own portfolio allocations. And last but not the least, the discussion around specialized versus generalist, where it seems like there’s some clear winners on some asset classes, on some sizes, in some industries, but on others, there’s other kinds of winners. And so maybe the future is multi-specialized, as I framed at the end. Thank you so much for listening. If you want to check us out and if you want to comment, feel free to send us messages on X, LinkedIn, to both myself and Bertrand, as well as send us an email. Thank you so much, Bertrand.   Bertrand Thank you, Nuno.

Heute ist Freitag, der 24. April und Peter Bloed und Johannes Bauer über die sagenhafte Auferstehung von Intel, ein Warnsignal für heißgelaufene Chip-Werte und eine Zäsur bei Microsoft. ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money

Fabian ist zurück aus den USA und berichtet im Podcast noch einmal aus erster Hand, wie es sich angefühlt hat, "Videotelefonie" über HP Dimension mit Google Beam zu führen. Auch über seinen Abstecher in New York zu Intels neuen Arc Pro "Big Battlemage" berichtet er. Im Anschluss geht es an DLSS MFG 6x, Dynamic MFG und Auto Shader Compiling - neue Technologien in der Nvidia App (Beta) und nicht alle nur für RTX 5000. Zum Ende heißt es: Happy Birthday, Apple! 50 Jahre wird der Konzern heute alt. Fabian und Jan blicken auf ihre Apple-Historie zurück, sinnieren über Flops, Enttäuschungen und "Skandale". Viel Spaß beim Zuhören!

Aus aktuellem Anlass (siehe unser Discord) diskutieren wir die Frage: Kann es sinnvoll sein, trotz der katastrophalen Speicherpreise jetzt aufzurüsten, oder ist es besser, zu warten? Und wenn warten, wie lange und worauf? Die Speicherpreise werden wohl noch einige Zeit so hoch bleiben. Daneben dominieren neue CPUs und SoCs diese Folge: Intel veröffentlicht den Arrow-Lake-Refresh Core Ultra 5 250K Plus und 7 270K Plus, und auch wenn sie bei Gaming weiterhin nicht an die X3D-CPUs von AMD herankommen, bieten sie einen ordentlichen Schub Performance bei Anwendungen dank noch mehr Kernen. Core Ultra 7 270K holt dabei sogar den bisherigen Spitzenreiter Ryzen 9 9950X3D ein. Das kann AMD natürlich nicht auf sich sitzen lassen und kündigt nach langer Zeit in den Gerüchten den Ryzen 9 9950X3D2 an, mit Extra-Cache auf beiden Kern-Chiplets, und verspricht 5-10 Prozent mehr Performance in Anwendungen. Bei Samsungs Smartphone Flagship der Galaxy-S-Reihe war traditionell der eigene Exynos-SoC bei Enthusiasten nicht hoch im Kurs, teils unternahmen diese einiges an Anstrengungen, um die Version mit Snapdragon-SoC zu importieren. Aber dieses Mal scheint der Exynos 2600 in Samsungs eigener sog. 2nm-Fertigung mit Gate All Around (GAA) in Galaxy S26 und S26+ dem Snapdragon 8 Elite Gen 5 im S26 Ultra nur wenig hintanzustehen. Viel Spaß mit Folge 301! Sprecher:innen: Michael Kister, Mohammed Ali DadAudioproduktion: Michael KisterVideoproduktion: Mohammed Ali Dad/Michael KisterTitelbild: Mohammed Ali DadBildquellen: ASUS/AMD/Corsair/Bild von AI ARTIST KING auf Pixabay/KI manipuliertAufnahmedatum: 27.03.2026 Besucht unsim Discord https://discord.gg/SneNarVCBMauf Bluesky https://bsky.app/profile/technikquatsch.deauf Youtube https://www.youtube.com/@technikquatsch https://www.youtube.com/@technikquatschgamingauf TikTok https://www.tiktok.com/@technikquatschauf Instagram https://www.instagram.com/technikquatschauf Twitch https://www.twitch.tv/technikquatsch RSS-Feed https://technikquatsch.de/feed/podcast/Spotify https://open.spotify.com/show/62ZVb7ZvmdtXqqNmnZLF5uApple Podcasts https://podcasts.apple.com/de/podcast/technikquatsch/id1510030975Deezer https://www.deezer.com/de/show/1162032 00:00:00 Herzlich willkommen zu Technikquatsch Folge 301! 00:10:08 RAM ist teuer, CPU-Preise sollen steigen: Jetzt aufrüsten/neu bauen oder lieber warten? Und wenn warten, auf was genau?https://www.heise.de/news/Prozessormangel-soll-in-den-naechsten-Monaten-akut-werden-11227906.htmlhttps://www.tagesschau.de/wirtschaft/weltwirtschaft/chipindustrie-iran-krieg-100.html 00:24:37 AMD Ryzen 9 9950X3D2: Extra Cache auf beiden CCDshttps://www.computerbase.de/news/prozessoren/ryzen-9-9950x3d2-amds-dual-x3d-prozessor-startet-am-22-april.96707/ 00:29:30 Intel Core Ultra 5 250K Plus und 7 270K Plus: kleines Update zwischen den Generationenhttps://www.computerbase.de/artikel/prozessoren/intel-core-ultra-5-250k-plus-core-ultra-7-270k-plus-test.96502/ 00:36:51 Intel optimiert die neuen CPUs mit APO und iBOT.https://www.computerbase.de/artikel/prozessoren/intel-apo-ibot-ippp-24-prozent-cpu-leistung.96621/ 00:46:55 Vergleich zwischen Samsung Exynos 2600 und Qualcomm Snapdragon 8 Elite Gen 5https://www.computerbase.de/news/prozessoren/exynos-2600-im-benchmark-samsungs-2-nm-soc-gegen-den-snapdragon-8-elite-gen-5.96727/ 00:56:05 Euro-Office als Fork von OnlyOffice und KI-Opt-Out bei Githubhttps://www.heise.de/news/Microsoft-Alternative-Nextcloud-und-Ionos-entwickeln-quelloffenes-Euro-Office-11227544.htmlhttps://www.heise.de/en/news/Only-with-opt-out-GitHub-will-train-Copilot-models-with-user-data-in-the-future-11226787.htmlGithub-Alternativen u.a.: https://about.gitlab.com/ https://codeberg.org/ https://forgejo.org/ 01:02:39 One Piece Realserie Staffel 2 https://www.netflix.com/de/title/80217863 https://www.imdb.com/title/tt11737520 01:13:02 Keychron M6: Logitech MX Master 3 "Klon" mit Gaming Featureshttps://keychron.de/de/products/keychron-m6-wireless-mouse?variant=44993693679753 01:23:55 Frage an die Community: Was denkt ihr, jetzt aufrüsten oder (lange) warten?

Die CES 2026 markiert mit Intels hocheffizienter „Panther Lake“-Architektur einen Wendepunkt für Gaming-Laptops, während Lenovo mit spektakulären, auf 24 Zoll ausrollbaren Displays die Grenzen herkömmlicher Formfaktoren sprengt. Trotz dieser technischen Sprünge und neuer „300-Watt-Monster“ trüben die stagnierende Innovationskraft von AMD sowie die drastisch steigenden Preise durch die globale Speicherkrise die Stimmung für preisbewusste Gamer.

Hier die ShownotesAlles außer X: Mit Openvibe reicht eine App, um bei vier Kurznachrichtendienst-Alternativen gleichzeitig aktiv zu sein. WasNutzerinnen und Nutzer genau erwartet. https://www.teltarif.de/nr7a/nr8/openvibe-app-socialmedia-mastodon-bluesky/news/99986.htmlQuelle: WinFuturehttps://search.app/kuspohttps://www.techbook.de/smart-home/amazon-neuheiten-alexa#?cleverPushBounceUrl=https%3A%2F%2Fwww.techbook.de%2F&cleverPushNotificationId=yk7o9NYTSDjfMBnKG-1Von wegen nur Gummibären: Haribo verkauft jetzt auch Elektronikgeräte – CHIP https://share.google/XMBZ6ZFgFUbZnSFKAZerobrain hat s getestet und zerlegthttps://youtu.be/xT_t5nvFcoY?si=TKQ1o62EhVLc1DHKQuelle: Computer Bildhttps://search.app/8pwhXhttps://www.radio8.de/dombuehl-hoffnung-auf-weitere-bahnreaktivierung-443946/https://search.app/jrrQTSagen Sie Tschüss zu USB-Sticks: Diese Alternativen sind einfach besser – PC-WELT https://share.google/xbvcmi0Vb9SekKskMhttps://www.reisereporter.de/reiseziele/lost-places/deutschlands-vergessene-autobahn-warum-die-strecke-46-zum-lost-place-wurde-5PQ7TP6275GFDHRH35UWCTZTTY.htmlQuelle: Business Insider Deutschlandhttps://search.app/yvK5SIn diesen 5 fränkischen Städten wollen unsere Leser auf keinen Fall wohnen https://share.google/opxgnqf6oDcDajkPHZwischenstand bei der Migration zu Open Source in Schleswig-Holstein | heise online https://share.google/mDopJO33gOEVPMivIQuelle: FAZhttps://search.app/jsrT2Quelle: WinFuturehttps://search.app/EnkWpQuelle: Ostthüringer Zeitunghttps://search.app/r4FQvhttps://stadt-bremerhaven.de/chatkontrolle-in-der-eu-signal-threema-und-whatsapp-sind-klar-dagegen/Für die letzte Vulcan geht das Geld aus: Ex-Atombomber braucht Spenden https://share.google/rGiP66rQ4GKUvqtbTQuelle: Caschys Bloghttps://search.app/pGZPXExpansion: Deutscher Mittelstand wird zum Übernahmeziel für Firmen aus Osteuropa https://share.google/Pqj2KiT7z4HIdGSPohttps://www.heise.de/news/40-Jahre-80386-Intels-wichtigstes-Produkt-10777680.htmlhttps://stadt-bremerhaven.de/revolut-schraenkt-krypto-funktionen-weiter-ein/https://stadt-bremerhaven.de/tiny-tiny-rss-entwickler-zieht-den-stecker/https://stadt-bremerhaven.de/tiny-tiny-rss-entwickler-zieht-den-stecker/https://stadt-bremerhaven.de/chatkontrolle-in-der-eu-signal-threema-und-whatsapp-sind-klar-dagegen/Für die letzte Vulcan geht das Geld aus: Ex-Atombomber braucht Spenden https://share.google/rGiP66rQ4GKUvqtbTQuelle: Caschys Bloghttps://search.app/pGZPXExpansion: Deutscher Mittelstand wird zum Übernahmeziel für Firmen aus Osteuropa https://share.google/Pqj2KiT7z4HIdGSPohttps://www.heise.de/news/40-Jahre-80386-Intels-wichtigstes-Produkt-10777680.htmlund von Ute Mündlein: https://reichepoet.blogspot.com/2019/05/das-ist-nicht-das-problem.html?m=0

"Year of the Linux Desktop"? Sicher nicht, aber vielleicht "Year of the Open Source Verwaltung" in Schleswig-Holstein. Der erste große Schritt ist getan und das Email-System von Microsoft Exchange und Outlook auf Open-Xchange und Thunderbird umgestellt, auch wenn nicht alles glatt verlief. Der Weg zur digitalen Souveränität ist nicht leicht. aber notwendig und noch lange nicht zu Ende, auch nicht in Schleswig-Holstein. Zu Intel gibt es in letzter Zeit häufiger negative Schlagzeilen oder sehr ambivalente wie die Kooperation mit Nvidia. Dabei sind Intels konkrete Produkte oft gar nicht schlecht oder sogar ziemlich gut, gerade die SoCs für Laptops. Auch Panther Lake sieht vielversprechend aus: Intel kombiniert jeweils einen großen und kleinen CPU- und GPU-Tile (ähnlich der Chiplets bei AMD) dem jeweiligen Einsatzzweck entsprechend. Großer CPU-Tile + großer GPU-Tile für Standalone High-End, großer CPU-Tile + kleiner GPU-Tile (+ dedizierter Grafikchip) für Gaming Laptops und beide kleine Tiles für Standalone Kompakt. Mit Panther Lake feiert auch die neueste Grafik-Architektur von Intel Premiere, Xe3 oder "Celestial", auch die nächste dedizierte Grafikkarte bekam als Xe3P "C-Serie" einen kleinen Teaser, es dürfte also auch noch weitere Intel-Arc-Karten geben. Dacia möchte nach dem Sprin mit dem Hipster ein noch kleineres und günstigeres Elektro-Auto bieten: Der kleine Kasten auf vier Rädern soll als Serienmodell etwa 10.000 Euro kosten, bringt dabei aber auch nur eine Batterie mit 10 kWh mit und eine Reichweite von 100 km WLTP, also realistisch betrachtet etwa 60 bis 80 km. Ein richtiger City-Flitzer? Wir werden es sehen. Meep konnte endlich auch den Playtest zu "The Lift" von Fantastic Signals ausprobieren, ihr Fazit: Sie kann den Release kaum erwarten! Viel Spaß mit Folge 277! Sprecher:innen: Meep, Michael Kister, Mohammed Ali DadAudioproduktion: Michael KisterVideoproduktion: Michael KisterTitelbild: MeepBildquellen: IntelAufnahmedatum: 10.10.2025 Besucht unsim Discord https://discord.gg/SneNarVCBMauf Bluesky https://bsky.app/profile/technikquatsch.deauf TikTok https://www.tiktok.com/@technikquatschauf Youtube https://www.youtube.com/@technikquatschauf Instagram https://www.instagram.com/technikquatschauf Twitch https://www.twitch.tv/technikquatsch RSS-Feed https://technikquatsch.de/feed/podcast/Spotify https://open.spotify.com/show/62ZVb7ZvmdtXqqNmnZLF5uApple Podcasts https://podcasts.apple.com/de/podcast/technikquatsch/id1510030975 00:00:00 Herzlich willkommen zu Technikquatsch Folge 277! Paulaner Spezi Zero und politischer Unsinn 00:08:31 Nochmal zum Support-"Ende" von Windows 10 und Upgrade auf Windows 11 00:19:34 Etappenerfolg für Schleswig-Holstein bei der Umstellung auf Open Source: von Microsoft Exchange und Outlook zu Open-Xchange und Thunderbirdhttps://www.heise.de/news/Schleswig-Holsteins-E-Mail-Systeme-auf-Open-Source-umgestellt-10733720.html 00:39:41 Intel Panther Lake mit Xe3-Grafik vorgestellt; Teaser zu Xe3P "Celestial" und Arc C-Seriehttps://www.computerbase.de/artikel/prozessoren/intel-panther-lake-details.94482/https://www.computerbase.de/news/grafikkarten/next-gen-arc-family-intel-bestaetigt-celestial-mit-xe3-und-zeigt-xess-3-mfg.94608/ 00:49:33 Vorwerk schaltet Server von eingestellter Tochter Neato ab, Staubsaugerroboter verlieren Funktionen; Support-Ende für Bose SoundTouch, verlieren auch Funktionenhttps://www.heise.de/news/Vorwerk-Tochter-Neato-legt-Cloud-Server-still-Staubsauger-verlieren-Funktionen-10748922.htmlhttp://computerbase.de/news/audio-video-foto/support-ende-bose-soundtouch-lautsprecher-verlieren-einige-funktionen.94632/ 01:00:32 Mike hat neue BluRay-Laufwerke Hitachi-LG BU40N, Mo hat eine Magic Mouse 01:03:52 Dacia Hipster: kleiner Elektro-Kasten auf vier Rädern mit 10-kWh-Batterie und 100 km WLTPhttps://www.heise.de/news/Studie-Dacia-Hipster-Klein-billig-massentauglich-10715023.html 01:14:14 Meeps Meinung zum Playtest von "The Lift"siehe au...

Intel Panther Lake heißt die nächste große Intel-Architektur, die vom ultra-mobilen Laptop bis zum Gaming-Notebook als "Core Ultra 300" alle Bereiche abdecken können soll. Und der wesentliche Teile (oder Tile?) wird dabei - jetzt wirklich! - in Intels neuer Fertigung Intel 18A gefertigt. Die soll ja sogar TSMC N3E schlagen... Volker war bereits vor einer Woche in den USA, genauer gesagt bei Intels Fab 52 in Arizona, wo die Intel-18A-Fertigung dieser Tage in die Massenproduktion geht. Was er - im Bunny Suit e verpackt - in den heiligen Hallen, die in der Regel niemand von Außerhalb betreten darf, erlebt hat, erzählt er im zweiten Teil dieser Episode von CB-Funk. Davor ordnen Volker und Jan "Intel Panther Lake" ein, erklären, für welche Systeme es welche Prozessoren geben wird, was sie leisten und warum TSMC in Sachen Fertigung dann doch noch eine Rolle spielt. Viel Spaß beim Zuhören!

James covers market news and updates this week and discusses Intels rising path. He also dives deep into how professional money managers take profits for their clients and when YOU should take profits.

Nvidia investiert fünf Milliarden US-Dollar in Intel und kauft Aktien zu 23,38 Dollar. Zuvor hatten bereits Softbank zwei Milliarden und das US-Finanzministerium fast neun Milliarden in Intel gesteckt. Für Intel ist das eine weitere Finanzspritze, die die Bilanz stärkt. Strategisch wollen beide Firmen gemeinsam Chips entwickeln: Intel baut maßgeschneiderte x86-Prozessoren für Nvidias KI-Plattformen sowie PC-Chips mit integrierten Nvidia-RTX-Grafikmodulen. Nvidia spricht von einer historischen Allianz zwischen KI-Stack und Intels x86-Ökosystem. Für Nvidia ist die Summe finanziell kaum relevant, politisch aber klug – man stärkt so die Beziehungen nach Washington. Für Intel ist es ein Signal, dass das Unternehmen wichtig bleibt. Offene Fragen gibt es bei der Nachfrage: Ob kombinierte Nvidia-Intel-Chips wirklich Abnehmer finden, ist unklar. Marktauswirkungen: Potenziell negativer Druck auf AMD als Hauptkonkurrent im x86-Bereich, neutrale Wirkung auf TSMC, da Nvidia keine eigenen Chips bei Intel fertigen lässt. Für Intel aber ein dringend benötigter Vertrauensbeweis. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Erst die Verschiebung von "Herbst 2025" auf den 26. Mai 2026, dann zum Glätten der Wogen endlich den 2. Trailer: Rockstar Games hat zu GTA VI weitere Einblicke gewährt. Was dem neuen Material zu entnehmen ist, besprechen Fabian und Jan zu Anfang dieser Episode. Welche Probleme Nutzer einer RTX 5000 von Gigabyte haben können, wenn sie die Grafikkarte nicht liegend einbauen, darüber geben die beiden im Anschluss einen Überblick, bevor etwas ganz seltenes Thema ist: Eine offizielle Preissenkung bei CPUs. So geschehen beim Core Ultra 7 265K(F) von Intel. Für die Prise Abwechselung folgen der Termin der RTX 5060 8 GB sowie ein Blick auf die besonders kompakte USB-Stick-SSD von Seagate. Und zum Schluss die Sonntagsfrage. Viel Spaß beim Zuhören!

What do a $500 billion Apple flex, Trump's economic record, and your second job all have in common? They're all part of the weird, wild economic moment we're living in—and the guys are breaking it down. Chris and Saied take a sharp, funny, and occasionally savage look at how big companies are hedging political bets, what Trump actually did for the economy, and why more Americans are clocking in after hours just to keep up.➡️ From Elon stirring the pot to AI's role in job-hopping, we unpack what's real, what's media spin, and what it all means for your wallet. And if you're wondering whether taking on a side hustle makes you part of a larger economic trend or just a burnout statistic—yeah, we've got thoughts on that too. This is The Higher Standard, and we're not pulling punches.

OpenAI, de maker van ChatGPT, is nu officieel 300 miljard dollar waard. Althans, volgens de nieuwste investeringsronde van recordhoogte, met dank aan met name Softbank. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: De kersverse Intel-topman Lip-Bu Tan heeft zijn eerste publieke optreden gemaakt als CEO op Intels eigen conferentie in Las Vegas en zegt dat er bedrijfstakken gaan worden afgestoten Tinder lanceert een nieuwe functie om te kunnen praten met AI alsof je met die bot romantische situaties meemaakt (maar alleen in de VS) See omnystudio.com/listener for privacy information.

Lip-Bu Tan wordt de nieuwe ceo van de Amerikaanse chipgigant Intel. Hij is de opvolger van Pat Gelsinger die de Raad van Bestuur niet heeft kunnen overtuigen van zijn ambitieuze plannen Intel weer op de rails te krijgen. Drie maanden geleden stapte hij daarom op. Rosanne Peters vertelt erover in deze Tech Update. Voor Lip-Bu Tan wordt het voornaamste doel om Intel weer financieel stabiel te maken. Intel gaat zich daarnaast meer richten op de techniek en wil weer wereldleider worden in de chipsector. Tan noemt daarbij expliciet de rol van zowel Intels chipproductietak als de afdeling die chips ontwerpt. Hij zei daarbij niks over de gesprekken die TSMC voert voor het oprichten van een joint venture om gezamenlijk de chipfabrieken van Intel over te nemen. Verder in deze Tech Update: De ontwikkeling van het nieuwe streamingapparaat van Sonos is vergevorderd, maar de release wordt tóch uitgesteld Noord-Koreaanse hackers hebben een geavanceerde aanval uitgevoerd via de Google Play Store See omnystudio.com/listener for privacy information.

Die Reviews zu Intels neuer Grafikkarte Arc B580 sind online und im sie kommt im Großen und Ganzen ziemlich gut an: ordentliche Performance, 12GB VRAM und das alles zu einem akzeptablen Preis ab etwa 300 Euro. Natürlich fehlt DLSS - Intels eigener Upscaler XeSS (2) hat keine so breite Unterstützung - und die Treiber sind zwar sehr viel besser als zur ersten Generation Alchemist, bleiben aber ein Risikofaktor. Die große Keighley-Show zum Jahresende waren auch wieder und das schon zum zehnten Mal. Mike (live) und Mo (nachträglich) haben sich die gesamte Show angesehen und heben ein paar ihrer Highlights hervor. Die große Überraschung der Woche aber war ein Laptop! Qualcomm bzw. die zuständigen deutschen PR uns einen Lenovo Yoga 7x mit Snapdragon X Elite, 16GB Arbeitsspeicher, 512GB SSD und einem sehr ansprechenden 3K-OLED-Display (Preis etwas 1400 Euro) als Testgerät zur Verfügung gestellt. In den nächsten Wochen werden wir uns ansehen, wie sich der Snapdragon und Windows on Arm im Alltag schlagen. Falls ihr bestimmte Wünsche und Ideen habt, was wir ausprobieren sollen, schreibt uns das gerne in die Kommentare bei Youtube, Spotify, auf Bluesky oder bei uns im Discord. Viel Spaß mit Folge 235! Sprecher: Michael Kister, Mohammed Ali DadProduktion: Michael KisterTitelbild: Mohammed Ali DadBildquellen: IntelAufnahmedatum: 15.12.2024 Besucht unsim Discord https://discord.gg/SneNarVCBMauf Bluesky https://bsky.app/profile/technikquatsch.deauf Instagram https://www.instagram.com/technikquatschauf Youtube https://www.youtube.com/@technikquatsch(bald wieder) auf Twitch https://www.twitch.tv/technikquatsch RSS-Feed https://technikquatsch.de/feed/podcast/Spotify https://open.spotify.com/show/62ZVb7ZvmdtXqqNmnZLF5uApple Podcasts https://podcasts.apple.com/de/podcast/technikquatsch/id1510030975 00:00:00 neues Intro mit Themenüberblick 00:02:10 The Game Awards 2024: Official 4K Livestream - The Witcher 4, Snoop Dogg, Twenty One Pilots https://www.youtube.com/watch?v=LfnUQ-qKsdQHooked Live: GAME AWARDS 2024 Reaction - Witcher 4, Onimusha, Okami, Elden Ring, Intergalactic, Virtua Fighter https://www.youtube.com/watch?v=5Z5kwKnm60E00:10:23 Onimusha: Way of the Sword https://www.youtube.com/watch?v=KOiJGLZDnFw00:13:56 Witcher 4 Cinematic Reveal Trailer https://www.youtube.com/watch?v=54dabgZJ5YA00:16:30 Intergalactic: The Heretic Prophet https://www.youtube.com/watch?v=o7TVPoxwi7400:20:56 Dispatch Official Reveal Trailer - Extended Cut https://www.youtube.com/watch?v=ZbERWU5bc50, Screamer/Bleifuß Teaser Trailer https://www.youtube.com/watch?v=8ohDOlboyZg00:25:36 Okami 2 Teaser https://www.youtube.com/watch?v=mSoZgCCxyQc, neues Projekt von genDesign (Shadow of the Colossus, Last Guardian) https://www.youtube.com/watch?v=mSoZgCCxyQc, Virtua Fighter 6 https://www.youtube.com/watch?v=pmeGL2JP9N0, Project Century https://www.youtube.com/watch?v=-hihuPFku9I00:27:55 Ubisoft hat gefehlt00:30:26 Rematch: 5v5 Online Fußball von Sloclap (Sifu) https://www.youtube.com/watch?v=4q2qdTSuOaw 00:34:11 Intel Arc B580 in den Reviews: ordentliche Performance, 12GB VRAMhttps://www.computerbase.de/artikel/grafikkarten/intel-arc-b580-limited-edition-test.90585/https://www.computerbase.de/artikel/grafikkarten/arc-b580-rtx-4060-benchmarks-analyse.90676/https://www.pcgameshardware.de/Arc-B580-Grafikkarte-280998/Tests/Benchmark-Review-Preis-vs-4070-A770-Limited-Edition-kaufen-1461374/2/Hardware Unboxed: Intel Arc B580 Review, The Best Value GPU! 1080P & 1440p Gaming Benchmarks https://www.youtube.com/watch?v=aV_xL88vcAQGamers Nexus: Intel Arc B580 'Battlemage' GPU Review & Benchmarks vs. NVIDIA RTX 4060, AMD RX 7600, & More https://www.youtube.com/watch?v=JjdCkSsLYLk 00:52:45 Testgerät Lenovo Yoga 7x mit Snapdragon X Elite von Qualcomm zur Verfügung gestellt 01:05:23 Verabschiedung

Vi pratar bl.a. om investeringen till ena Disco Elysium-uppföljaren, Elden Ring 2, Intels nya budgetkort, att Sony kanske har för lite pengar, Minishoot Adventure, Lil' Guardsman, Rise of the Golden Idol, S.T.A.L.K.E.R. 2 & Infinity Nikki Stötta oss på Patreon! För 50kr i månaden får du tillgång till podden oklippt & reklamfri direkt när den har spelats in, ett exklusivt extraavsnitt kallat KB+(PLUS) i månaden och dessutom tillgång till allt tidigare exklusivt content samt allt material under jul/nyår och sommarledigheter. För 100kr i månaden får du allt som 50kr-patrons får men du får också första tjing på alla eventuella koder & gratisgrejer som vi ibland erbjuder! Du är dessutom lite bättre än alla andra. www.patreon.com/kontrollbehov Besök vår Youtube-kanal och prenumerera: https://www.youtube.com/channel/UClQ2sTbiCcR0dqNFHwcTB0g Gå med i gruppen Kontrollbehov - Eftersnack på Facebook: https://www.facebook.com/groups/1104625369694949/?ref=bookmarks Vi finns också på Discord! https://discord.gg/848F6TWXDY Hör av er: kontrollbehovpodcast@gmail.com

Generationswechsel bei Desktop-Prozessoren von Intel: Chiplets und TCMC-N3-Fertigung steigern die Effizienz – aber auch die Leistung? Podcast-Folge 2024/24.

Gegen den effizienten ARM-Chip Qualcomm Snapdragon X setzt Intel "Lunar Lake". Wie der sich schlägt, verrät der Podcast Bit-Rauschen, Folge 2024/22.

In Folge 14 haben Sylvester und Christopher erstmals einen Gast dabei, nämlich die c't-Prozessor-Koryphäe Christof Windeck. Und mit dem zusammen tauchen sie ganz tief in ein Thema ein, das oftmals im Verborgenen bleibt: Sicherheitsfunktionen moderner Prozessoren. Speziell geht es diesmal um Intels "Management Engine", die nicht nur wichtige Funktionen rund um die Absicherung des Systems übernimmt, sondern auch ein eigenes Betriebssystem mitbringt und Fernwartung ermöglicht. Wieso das manchmal auch ein Problem sein kann und ob man seinem Intel-PC die Wartungsfunktionen abgewöhnen kann, bespricht Christof mit den Passwort-Hosts. Bit-Rauschen, der Prozessor-Podcast: https://www.heise.de/thema/bit-rauschen Mitglieder unserer Security Community auf heise security PRO hören alle Folgen bereits zwei Tage früher. Mehr Infos: https://aktionen.heise.de/heise-security-pro

Der US-Konzern Intel will den Bau der geplanten Chipfabrik in Magdeburg um mindestens zwei Jahre verschieben. Für den Wirtschaftswissenschaftler Christian Rusche ist ungewiss, ob die Fabrik überhaupt gebaut wird. Viel hänge von der Wirtschaftsentwicklung in Europa ab.

In der heutigen Folge sprechen wir Intels defekte Prozessoren, Google Pixel Updates und über jede Menge neuen AI Kram. Wie immer mit viel eigener Meinung und ohne Anspruch auf journalistische Qualität. Mehr Infos gibt es auf techcitylife.de

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den Wettlauf der KI-Chatbots und KI-Aktien, Intels möglichen Magdeburg-Schock und was diese Woche sonst noch wichtig wird. Außerdem geht es um Intel, Meta, Global X Super Dividend (WKN: A3DEKS), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), Franklin Global Dividend UCITS ETF (WKN: A2DTF0), WisdomTree Global Quality Dividend Growth ETF (WKN: A2AG1E) und der Fidelity Global Quality Income ETF (WKN: A2DL7E), Microsoft, Apple, Broadcom und den Vanguard FTSE All-World High Dividend Yield (WKN: A1T8FV). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. 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

Die ersten Tests zu zwei von AMDs neuen Ryzen-9000-Prozessoren sind online. Einen gigantischen Leistungssprung sollten PC-Enthusiasten nicht erwarten, doch AMD trumpft dafür in einem anderen Bereich auf.

Tempest Weather update and the wrath of Debbie!; Apple Intelligence is rolling out just fine; Stocks are looking shaky and Berkshire Hathaway is selling; Intel valuation have nosedived; Is CO2 the real culprit; Nvidia chips are banned from export but aren't they made overseas; Apple used Googles Tensor TPU to train Apple Intelligence; Meta is paying big to use celebrity voices in its AI plans; Intels 8008 processor was the both of our current computers its 50 years old; iPad sales push apple over quarterly expectations and growth year over year.Conversations on technology and tech adjacent subjects with two and sometime three generations of tech nerds. New shows on (mostly) MONDAYS!

Becker, Birgid www.deutschlandfunk.de, Wirtschaft und Gesellschaft

In today's episode of Discover Daily, we explore the latest developments in tech, science, and culture. We begin with the significant news of Ilya Sutskever's departure from OpenAI, marking the end of an era for the AI research organization. This follows a tumultuous period at OpenAI, including a failed attempt to oust CEO Sam Altman. Sutskever's exit raises questions about the company's future direction and its ability to continue leading in the development of artificial general intelligence.Next, we recap the major announcements from Google I/O 2024, where Google showcased its ambitious vision for the future, heavily anchored in artificial intelligence. Highlights include advancements in Gemini AI, updates to Android 15 and Google Chrome, and the introduction of Project Astra and Veo. These innovations aim to transform user experiences across Google's suite of products and services, making the internet more efficient, convenient, and personalized.We also look into Intel's Aurora supercomputer, a significant advancement in high-performance computing and AI. Installed at Argonne National Laboratory, Aurora has achieved notable milestones, including breaking the exascale barrier and leading in AI performance. Despite its impressive capabilities, Aurora faces challenges in terms of power efficiency. Additionally, we uncover the mystery of Beethoven's hair, revealing insights into his health issues and genetic history, and explore the thermodynamic theory of computation, which examines the energy costs associated with computational processes.From Perplexity's Discover feed:Ilya Sutskever leaves OpenAIhttps://www.perplexity.ai/search/Ilya-Sutskever-leaves-q2WyYp_CTryund8zxIgJZARecap of Google I/O 2024https://www.perplexity.ai/search/Recap-of-Google-fQAGE7TCTNeo6jLjsk7CXwIntel's exascale AI computerhttps://www.perplexity.ai/search/Intels-exascale-AI-U9lesTQkR.ahVaoJK8XZ_QThe mystery of Beethoven's hairhttps://www.perplexity.ai/search/The-mystery-of-aUcKTQolQbOm61G1FAQd_QThermodynamic theory of computationhttps://www.perplexity.ai/search/Thermodynamic-theory-of-2WQ.iIXmS4.54bufi3WmhQPerplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin

I ugens aktieunivers har vi fået besøg af husven og økonom Jens Schjerning til en snak om alt fra renter til recession til det generelle marked. Vi kigger også på nyt fra big tech. Mathias har taget en ny spændende aktie med, som han deler ud af. Mads dykker ned i dagens tema, som står på Intels come-back indenfor chipsektoren og den nuværende PC-cyklus. Dagens 3 AI aktier kigger vi naturligvis også på. Hertil de sædvanlige delivery og krypto nyheder. Alt dette og meget mere!

Google baut KI-Strategie aus Meta kündigt Llama 3 für Mai an Intels Gaudi 3 soll Nvidias H100 zerlegen und Elon Musk bestätigt Grok 2 heise.de/ki-update https://www.heise.de/thema/Kuenstliche-Intelligenz https://the-decoder.de/ https://www.heiseplus.de/podcast https://www.ct.de/ki

De 'just walk out' winkels van Amazon in de VS worden weer een stukje dommer. De technologie voor het kassaloze winkelen wordt uit de winkels gehaald, in plaats daarvan komen er zelfscan-boodschappenkarren. Techredacteur Stijn Goossens vertelt tijdens de Ochtendspits meer over waarom Amazon een stapje terug in de tijd zet.  Verder bespreekt Stijn het oplopende verlies van Intels chipproductie-tak. Die rapporteerden over 2023 een verlies van 7 miljard, terwijl de omzet daalde met meer dan 30%. Volgens CEO Pat Gelsinger vooral vanwege een verkeerde strategie in het verleden. Inmiddels mikt het bedrijf op een break even in 2027, met eigen chipfabrieken en machines van ASML. Tot slot een blik op de nieuwe 'ruimtelijke personas' in de betaversie van VisionOS 1.1 voor de VR-bril van Apple. De nieuwe virtuele representatie van gebruikers op de Vision Pro kan ook samenwerken met andere personas en interacteren met programma's. Is de nieuwe persona ook een beetje 'realistischer'?  Meer achtergrond horen bij technologienieuws? Luister dan ook naar BNR Digitaal, De Technoloog of All In The Game.   See omnystudio.com/listener for privacy information.

Mit dem Bau eines Chipwerks in Magdeburg geht Intel ein hohes Risiko ein. Nun hat CEO Pat Gelsinger erklärt, wie er das Projekt zum Erfolg führen will. Außerdem: Was sich Privatanleger von Hedgefonds abschauen können.

Lords: * Jay * Jenni * https://youtube.com/@kiwami-japan?si=z03WRlRnur883JkN Topics: * The dying art of learning a skill on a message board, such as pixel art or having long hair * The Baldur's Gate 3 butthole chart * https://www.reddit.com/r/BaldursGate3/comments/16dlml1/beholdthechartevermade/ * https://www.youtube.com/watch?v=VGhcSupkNs8 * Is giving people ideas helpful? * https://itch.io/jam/picostevemo * James asks "Why is configuring the thing more enjoyable than using the thing?" * I read one time that the way you know if you live urbanly or rurally is if you live in the city you know a place and if you live in the country you have a guy Microtopics: * Three people with social anxiety. * Your left ear not working at the post office. * 80 people in a post office screaming at each other. * Keeping your broken item and just buying another because you don't want to go to the post office. * Naming your band after a way to transmit audio. * I'm good that they're exist. * Getting your New Year's Resolution off of the Mastodon Tooter. * Finding a kid at Applebee's to sit next to. * Forming a seal on your face when there's hair. * A hip burger or hot dog joint hanging a sign saying "Take it to Squirts-Town" over their condiment counter. * An app to track how much emotional load you've dumped on each friend recently. * Preparing to hold space for your feelings. * Going outside and banging on pots and pans at midnight. * Getting really into Casey Kasem's Rockin' New Year. * Getting twelve grapes and trying to eat a grape on every bong of the clock. * How far apart are the bongs? * Whack it for a huge dong! * The second message board you signed up for. (After The Sims.) * Entirely abandoning the idea of drawing with your hands. * The Three Tile Rule. * New Year, New Wife! * Being approached in a Trader Joe's by a guy who runs a message board for men with long hair. * How to find people to follow on Cohost. * Searching for a technical issue on the internet and finding a post on a message board asking your question and the answer is to "google it." * Message boards about tying knots. * A ghost giving you a hug. * Shadebobs and searching on Youtube for shadebobs. * Shadebob Squarepixels. * Turn-based speed runs. * Oxygenarian runs. * Starting with meat. Ending with meat. * Whether it's okay to do a Butthole Chart for people who are still alive. * The Shade of the Butthole. * Special people with hairy buttholes. * When God asks you to bring him 50 buttholes, what body parts he'll accept as the butthole. * Butthole purism. * Personality traits that correspond with butthole traits in popular culture. * What to do if you don't like the shade or the smell of your butthole. * Going on T because you want a hairier butthole. * Whether billionaires are real people. * The Butthole of Dorian Gray. * Hiring a person to take care of your butthole situation. * Making eye contact with the guy who cleans Jeff Bezos's butthole but you can't stop and help, you have to catch your train. * PiCoSteveMo outcomes. * Self-driving taxis paving the entire planet. * Suggesting ideas as a way to make sure nobody will implement those ideas. * Receiving a new CD for Christmas in the post-Napster era. * What we can still use as stocking stuffers now that CDs and DVDs don't make sense any more. * Your life partner going through a Brandon Sanderson phase and giving you a huge Brandon Sanderson book to read. * What you call the plug that goes into a plug. * Getting paid to learn to solder. * Deliberately introducing mpeg artifacts into a video stream. * How to troubleshoot a motherboard now that they don't beep any more. * How many Intels they're up to now. * A memory of fun that you can't go back to. * Awful Fantasy. * Putting a foul-mouthed rom hack on your SNES Classic and then forgetting that happened when you give it away to your friends' kids. * Imagining how great a product is going to be while you're buying the product. * Asking for a toy for Christmas even though you know you'll never make time for it. * Going to a friend's house and seeing a bajillion guitar pedals that you can't afford. * Giving your guitar pedals away to someone who'll actually use them rather than just reselling them. * Hanging out with the kind of person who's playing Rock Band in 2023. * The only generation that learned how to use computers. * Worrying that the five year old computer geniuses are going to hack your foot so you can't walk. * Living in New Holstein Wisconsin and needing psychic healing. * Living in the city and having a place you go to for hot dogs vs. living in the country and having a guy you call for hot dogs and he comes to your house with a suitcase full of hot dogs and a USB-C grill. * Moving to the country so you can hang out of the hot dog guy. * A place that's not even really a place because you can't catch Pokemon there. * Two Guys and a Place. * Bringing independent gas stations their coffee. * Yacht Man Cologne. * Stuff You're Not Allowed To Eat dot com. * Arguing with GPT-4 until it agrees that your Garfield dating sim idea is ethical. * Putting on your face shoes. * This Is Cake Bread! * Tholen vs. Tholen.

Deze week praten Wout Funnekotter, Jurian Ubachs, Jelle Stuip en Tomas Hochstenbach over de documentaire over first person shooters, de geruchten over Windows 12, het einde van gamebeurs E3, insteekkaartjes met WiFi 7 en AMD's en Intels kleine processorkernen. 0:00 Intro0:21 Opening1:18 .post15:12 Docu over first person shooters22:38 Windows is een guilty pleasure, maar komt 12?32:25 RIP E345:12 WiFi 7-insteekkaartjes zijn er, yeah!52:11 Kleine processorkernen zijn eigenlijk heel logisch1:04:48 SneakpeekSee omnystudio.com/listener for privacy information.

In der heutigen XXL-Folge „Alles auf Aktien“ sprechen der Tech-Investor Pip Klöckner und Finanzjournalist Holger Zschäpitz über noch mehr China-Doom, durchwachsene Zahlen bei Tencent und JD, Intels gescheiterten Milliardendeal und leichte Hoffnungszeichen bei Cisco. Außerdem geht es um Nu Holdings, Dermapharms, Bayer, US Steel, Arcelor Mittal, Tesla, L&G Clean Water UCITS ETF (WKN: A2PM52), Global X Robotics & Artificial (WKN: A2QPBW), WisdomTree Cybersecurity UCITS ETF (WKN: A2QGAH), Allianz Cyber Security (WKN: A2QL9U), iShares Automation & Robotics (WKN: A2ANH0), Xtrackers Artificial Intelligence (WKN: A2N6LC), WisdomTree Recycling Decarbonisation (WKN: A3DGND), BNP Paribas Easy ECPI Circular Economy Leaders (WKN: A2PHCA), Rize Circular Economy Enablers UCITS ETF. Wir freuen uns an Feedback über aaa@welt.de. 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 „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ 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 dieser Folge des c't Uplink geht es um unseren diesjährigen CPU-Wegweiser und um vier teure Smartphones. Seit ein paar Monaten bewegt sich was im CPU-Markt: AMD gelang mit den Zen-4-Architektur ein Leistungssprung und Intels 13000er-Serie ist ein hartnäckiger Konkurrent. Wie signifikant sind die Verbesserungen? c't-Hardware-Experte Christian Hirsch erklärt den aktuellen Stand der x86-Prozessoren und erklärt Unterschiede zwischen den einzelnen Plattformen. Auch auf den Energieverbrauch der CPUs sowie auf die immer verwirrenderen Namensschemata bei AMD und Intel geht er ein. Außerdem im Uplink: Lohnen sich High-End-Smartphones? In der aktuellen c't 14/2023 haben wir vier Exemplare getestet. Manches ist nicht ganz alltäglich, vor allem mit dem ROG Phone 7 Ultimate spricht Hersteller Asus ganz klar Gamer an. Was bringen wie Gimmicks, mit denen es auffällt? Und was können die weiteren Modelle bieten -- namentlich Honor Magic 5 Pro, Motorola Edge 40 Pro und Samsung S23 Plus? Steffen Herget erklärt im Uplink, was die Geräte können, wie die Auswahl zustandekam und wie sie sich in den üblichen Testkategorien wie Performance, Fotografie und so weiter schlagen. Und wie ist es eigentlich um die Update-Situation bestellt? Steffen sagt, dass die Situation schon deutlich besser ist als noch vor zwei oder drei Jahren, nicht zuletzt dank einer EU-Richtlinie. Verbesserungspotenzial sieht er trotzdem. === Anzeige / Sponsorenhinweis === Du suchst vielfältige und anspruchsvolle IT-Projekte? Dann komm zu CGI, einem der weltweit größten Anbieter für IT und Business Consulting! Wo auch immer in Wirtschaft und Verwaltung Neues und Wesentliches passiert: Bei CGI kannst du live mit dabei sein. Nutze deine Skills, um die Zukunft mitzugestalten! Alle Infos: www.cgi.com/de/karriere/entwickler === Anzeige / Sponsorenhinweis Ende ===

In dieser Folge des c't Uplink geht es um unseren diesjährigen CPU-Wegweiser und um vier teure Smartphones. Seit ein paar Monaten bewegt sich was im CPU-Markt: AMD gelang mit den Zen-4-Architektur ein Leistungssprung und Intels 13000er-Serie ist ein hartnäckiger Konkurrent. Wie signifikant sind die Verbesserungen? c't-Hardware-Experte Christian Hirsch erklärt den aktuellen Stand der x86-Prozessoren und erklärt Unterschiede zwischen den einzelnen Plattformen. Auch auf den Energieverbrauch der CPUs sowie auf die immer verwirrenderen Namensschemata bei AMD und Intel geht er ein. Außerdem im Uplink: Lohnen sich High-End-Smartphones? In der aktuellen c't 14/2023 haben wir vier Exemplare getestet. Manches ist nicht ganz alltäglich, vor allem mit dem ROG Phone 7 Ultimate spricht Hersteller Asus ganz klar Gamer an. Was bringen wie Gimmicks, mit denen es auffällt? Und was können die weiteren Modelle bieten -- namentlich Honor Magic 5 Pro, Motorola Edge 40 Pro und Samsung S23 Plus? Steffen Herget erklärt im Uplink, was die Geräte können, wie die Auswahl zustandekam und wie sie sich in den üblichen Testkategorien wie Performance, Fotografie und so weiter schlagen. Und wie ist es eigentlich um die Update-Situation bestellt? Steffen sagt, dass die Situation schon deutlich besser ist als noch vor zwei oder drei Jahren, nicht zuletzt dank einer EU-Richtlinie. Verbesserungspotenzial sieht er trotzdem. === Anzeige / Sponsorenhinweis === Du suchst vielfältige und anspruchsvolle IT-Projekte? Dann komm zu CGI, einem der weltweit größten Anbieter für IT und Business Consulting! Wo auch immer in Wirtschaft und Verwaltung Neues und Wesentliches passiert: Bei CGI kannst du live mit dabei sein. Nutze deine Skills, um die Zukunft mitzugestalten! Alle Infos: www.cgi.com/de/karriere/entwickler === Anzeige / Sponsorenhinweis Ende ===

In dieser Folge des c't Uplink geht es um unseren diesjährigen CPU-Wegweiser und um vier teure Smartphones. Seit ein paar Monaten bewegt sich was im CPU-Markt: AMD gelang mit den Zen-4-Architektur ein Leistungssprung und Intels 13000er-Serie ist ein hartnäckiger Konkurrent. Wie signifikant sind die Verbesserungen? c't-Hardware-Experte Christian Hirsch erklärt den aktuellen Stand der x86-Prozessoren und erklärt Unterschiede zwischen den einzelnen Plattformen. Auch auf den Energieverbrauch der CPUs sowie auf die immer verwirrenderen Namensschemata bei AMD und Intel geht er ein. Außerdem im Uplink: Lohnen sich High-End-Smartphones? In der aktuellen c't 14/2023 haben wir vier Exemplare getestet. Manches ist nicht ganz alltäglich, vor allem mit dem ROG Phone 7 Ultimate spricht Hersteller Asus ganz klar Gamer an. Was bringen wie Gimmicks, mit denen es auffällt? Und was können die weiteren Modelle bieten -- namentlich Honor Magic 5 Pro, Motorola Edge 40 Pro und Samsung S23 Plus? Steffen Herget erklärt im Uplink, was die Geräte können, wie die Auswahl zustandekam und wie sie sich in den üblichen Testkategorien wie Performance, Fotografie und so weiter schlagen. Und wie ist es eigentlich um die Update-Situation bestellt? Steffen sagt, dass die Situation schon deutlich besser ist als noch vor zwei oder drei Jahren, nicht zuletzt dank einer EU-Richtlinie. Verbesserungspotenzial sieht er trotzdem. === Anzeige / Sponsorenhinweis === Du suchst vielfältige und anspruchsvolle IT-Projekte? Dann komm zu CGI, einem der weltweit größten Anbieter für IT und Business Consulting! Wo auch immer in Wirtschaft und Verwaltung Neues und Wesentliches passiert: Bei CGI kannst du live mit dabei sein. Nutze deine Skills, um die Zukunft mitzugestalten! Alle Infos: www.cgi.com/de/karriere/entwickler === Anzeige / Sponsorenhinweis Ende ===

Odd's are, if you're working in the tech industry, you're also one of those people that still gets really nerdy when is comes time to get a new computer. Tom and Chunga are no different! Chunga is really jealous today.  Tom just purchased a ridiculously cool new laptop! Plus, it has a new AMD processor that Tom claims is superior to Intels i9. In this episode of The Hacks, Tom and Chunga are allowing themselves to be gear heads and talk about stunning new laptop hardware. During his search for this new laptop, Tom discovered that a lot of claims made by laptop manufacturers--while not completely false--are indeed very misleading! How powerful is your laptop? Are you sure?  Listen now to learn how to find out! Join the Salt Project Community! Check out the brand new Idem Project!

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz darüber, wo es schon wieder Bullenmärkte gibt, ein Vaterlands-Comeback und die Ausschüttungstars aus der zweiten und dritten Reihe. Außerdem geht es um Deutsche Bank, Vonovia, LEG, Leoni, Oscar Health, UBS, Archer Aviation, Joby Aviation, Lilium, eHang, Stellantis, Encavis, Hapag Lloyd, K+S, Nemeschek, Bechtle, Fuchs Petrolub, Wacker Neuson, Hochtief, Sixt, Evonik Industries, Freenet, DWS, BMW, Monster Beverage. Wir freuen uns über Feedback an aaa@welt.de. 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. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Here I give you the news and updates on the stock market! Microsoft and Google post earnings, and they're down?!? Intels self driving car IPO set to release! Bowing down on earnings, stemming from deals with the previous president --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Chip brings up his thoughts on the 4090 and the shocking sticker price, Leads Gimpy into an impromptu TED talk on personal finance and responsible spending. We also explore our thoughts on the viability of Intels new graphics card,youtube available:https://youtu.be/IfyLXZ87T04

Vier der neuen Ryzen 7000 Prozessoren waren schon bei uns im c't-Labor auf dem Prüfstand und haben dort beachtliche Leistungen abgelegt. Die CPUs mit der neuen Zen-4-Mikroarchitektur hängen zumindest Intels bisherigen Core-i-Prozessoren locker ab. Ob das auch für die kommende dreizehnte Generation namens Raptor Lake gilt, messen die Kollegen aus dem Hardware-Ressort aktuell auf dem c't-Testparcours. Während wir noch auf das Fotofinish warten, erläutert c't-Redakteur Christian Hirsch, was es mit der neuen Zen-4-Architektur auf sich hat. Mit Moderator Keywan Tonekaboni spricht der Hardware-Experte nicht nur über Prozessoren, Mainboards und Chipsätze, sondern was aus seiner Sicht aktuell bei der Hardware-Entwicklung falsch läuft. === Anzeige / Sponsorenhinweis === Dieser Podcast ist gesponsert von Dell Technologies. Rufen Sie uns an unter 0800-000 4569 oder besuchen Sie uns online unter: www.Dell.de/KMU-Beratung === Anzeige / Sponsorenhinweis Ende ===

Vier der neuen Ryzen 7000 Prozessoren waren schon bei uns im c't-Labor auf dem Prüfstand und haben dort beachtliche Leistungen abgelegt. Die CPUs mit der neuen Zen-4-Mikroarchitektur hängen zumindest Intels bisherigen Core-i-Prozessoren locker ab. Ob das auch für die kommende dreizehnte Generation namens Raptor Lake gilt, messen die Kollegen aus dem Hardware-Ressort aktuell auf dem c't-Testparcours. Während wir noch auf das Fotofinish warten, erläutert c't-Redakteur Christian Hirsch, was es mit der neuen Zen-4-Architektur auf sich hat. Mit Moderator Keywan Tonekaboni spricht der Hardware-Experte nicht nur über Prozessoren, Mainboards und Chipsätze, sondern was aus seiner Sicht aktuell bei der Hardware-Entwicklung falsch läuft. Mit dabei: Christian Hirsch und Keywan Tonekaboni === Anzeige / Sponsorenhinweis === Dieser Podcast ist gesponsert von Dell Technologies. Rufen Sie uns an unter 0800-000 4569 oder besuchen Sie uns online unter: www.Dell.de/KMU-Beratung === Anzeige / Sponsorenhinweis Ende ===

Vier der neuen Ryzen 7000 Prozessoren waren schon bei uns im c't-Labor auf dem Prüfstand und haben dort beachtliche Leistungen abgelegt. Die CPUs mit der neuen Zen-4-Mikroarchitektur hängen zumindest Intels bisherigen Core-i-Prozessoren locker ab. Ob das auch für die kommende dreizehnte Generation namens Raptor Lake gilt, messen die Kollegen aus dem Hardware-Ressort aktuell auf dem c't-Testparcours. Während wir noch auf das Fotofinish warten, erläutert c't-Redakteur Christian Hirsch, was es mit der neuen Zen-4-Architektur auf sich hat. Mit Moderator Keywan Tonekaboni spricht der Hardware-Experte nicht nur über Prozessoren, Mainboards und Chipsätze, sondern was aus seiner Sicht aktuell bei der Hardware-Entwicklung falsch läuft. Mit dabei: Christian Hirsch und Keywan Tonekaboni === Anzeige / Sponsorenhinweis === Dieser Podcast ist gesponsert von Dell Technologies. Rufen Sie uns an unter 0800-000 4569 oder besuchen Sie uns online unter: www.Dell.de/KMU-Beratung === Anzeige / Sponsorenhinweis Ende ===

Today I'm talking to Pat Gelsinger, the CEO of Intel. I've been excited to have this conversation for a very long time – ever since Pat took over as CEO a little over a year and a half ago. After all. Intel is a very important company with a huge series of challenges in front of it. It's still the largest chip manufacturer by revenue, and makes more chips than any other company in the United States. In fact there are basically only three major chip manufacturers: Taiwan Semiconductor Manufacturing Company, or TSMC, which is in Taiwan, Samsung, based in South Korea. And Intel, here in the United States. The Intel Pat took over was struggling, and was losing ground to in a variety of markets. But in the past year and a half, Pat's restructured the company, turned over almost all of its leadership positions, opened a new line of business that would compete with TSMC and make chips for other companies including Intel's competitors, and generally tried to reset Intel's famous engineering culture around engineering. Glossary: IFS - Intel Foundry Service. Raptor Lake - codename for intel's Gen 13 processors that were just the day before we had our conversation. Sapphire Rapids - the codename for Intel's 4th generation Xeon server processors. 20A and 18A - 20A is a rebranding of what was intel's 5nm process scheduled to debut in 2024 and 18A is a rebranding of Intels 5nm+ node due out in 2025. Packaging - integrated circuit packaging is the last step of semiconductor fabrication. It's where a block of semiconductor material is put into a case. The case, is known as a "package" and that is what allows you put a circuit on a board. Wafers - When a processor is made they make processors you make hundreds of them at once on a giant wafer.  EUV - is Extreme Ultraviolet Lithography. It's the most advanced way to make chips.  ASML - Is the company that makes the machines that lets you make chips. They are the only company that makes EUV machines. RibbonFET - A new transistor technology that Intel developed. ISV - Independent Software Vendors. PDK - Process Design Kit is a set of files that have data and algorithms that explain the manufacturing parameters for a given silicon process. EDA tools - stands for Electronic Design Automation tools. Basically software tools that are used to design and validate the semiconductor manufacturing process. Robert Noyce and Gordon Moore - the founders of Intel. Andy Grove - employee #3 who went on to become one of their most successful CEOs. Links: Moore's Law Intel is replacing its CEO in February Intel has to be better than ‘lifestyle company' Apple at making CPUs, says new CEO Apple is switching Macs to its own processors starting later this year Apple MacBook Air with M1 review: new chip, no problem  What we know about Intel's $20 billion bet on Ohio Intel is building a new €17 billion semiconductor manufacturing hub in Germany Intel delays ceremony for Ohio factory over lack of government funding Intel needs 7,000 workers to build its $20 billion chip plant in Ohio Biden signs $280 billion CHIPS and Science Act President Joe Biden speaks after groundbreaking for Intel's $20 billion semiconductor plant Intel's top Arc A770 GPU is priced at $329, available October 12th Intel's 13th Gen processors arrive October 20th with $589 flagship Core i9-13900K Transcript: https://www.theverge.com/e/23149693 Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Today's episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright. The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino and our Executive Producer is Eleanor Donovan.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Medverkande denna gång är: Fyghar, Jesper och Fredrik.Veckans avsnitt är fyllt av både nyheter och en hel del snack om vad vi har spelat och sett. Fredrik pratar om Intels nya processorer, Deadpool 3 och att Sackboy ska komma till PC samt situationen kring Stadia som ska stängas ner. Fyghar pratar om det kommande One DnD och kickstarter-kampanjen för nya Drakar & Demoner.Fyghar pratar om sitt DnD-äventyr där han muckar gräl med drakar om ointelligent barbar och sin tid i Disney Dreamlight Valley, Fredrik har gått tillbaka till Diablo II: Resurected, Jesper har tagit sig an The Legend of Zelda: A Link to the Past och Pac-Man World: Re-Pac och sett animen Overlord.Den här veckan hoppar vi över Game Pass Roulette, det kommer tillbaka nästa vecka. Detta och mycket mer i veckans avsnitt.Hoppa gärna med i vår Discord, där vi har omröstningar på olika ämnen och diskussioner om allt nördigt. Låter det intressant, ja tryck här i så fall.

Ukrainekrieg, Kryptocrash, Coronalockdown in Shanghai - in c't uplink sprechen wir in dieser Woche darüber, wie sich die aktuelle Lage auf die Hardware-Branche auswirkt. Obwohl es in den Lieferketten immer noch stockt, hat sich auf den Markt einiges getan. Auf der Computex zum Beispiel präsentierte AMD ihre Plattform Ryzen 7000 inklusive erster Benchmarkwerte. Laut AMD-Chefin Lisa Su sind damit Intels aktuelle Top-Prozessoren klar ausgestochen, doch c't-Hardware-Ressortleiter Christof Windeck war von der Präsentation eher enttäuscht. Wir diskutieren darüber, wie es im Prozessorwettkampf zwischen AMD und Intel weitergeht - und ob Apple noch in diesem Jahr einen M2-Prozessor herausbringt. Ulrike Kuhlmann hat auf der Konferenz Display Week vor allem viele OLED-Fernseher gesehen. Spannend ist die Technik auch für Gaming-Displays mit kurzen Latenzen und hohem Kontrast. Außerdem im Trend: 8K, Displays zum Zusammenfalten und 3D (!). Zum Schluss feiern wir noch einen Neuzugang in der Liste der schnellsten Top500-Supercomputer : "Frontier" aus den USA knackt die Exaflops-Marke und schafft mehr als 1,1 Trillionen Berechnungen pro Sekunde. Mit dabei: Achim Barczok, Ulrike Kuhlmann, Christof Windeck === Sponsorenhinweis == Bosch CyberCompare ist die unabhängige Plattform für IT, OT und IoT-Sicherheit und machen Ausschreibungen und Angebotsvergleiche einfacher, verständlicher und bezahlbarer. Wir unterstützen dabei, im fragmentierten Cybersecurity-Markt den richtigen Anbieter für Ihre individuellen Sicherheitsanforderungen zu finden. Gleich entdecken unter: https://cybercompare.com/heise === Sponsorenhinweis Ende ===

Ukrainekrieg, Kryptocrash, Coronalockdown in Shanghai - in c't uplink sprechen wir in dieser Woche darüber, wie sich die aktuelle Lage auf die Hardware-Branche auswirkt. Obwohl es in den Lieferketten immer noch stockt, hat sich auf den Markt einiges getan. Auf der Computex zum Beispiel präsentierte AMD ihre Plattform Ryzen 7000 inklusive erster Benchmarkwerte. Laut AMD-Chefin Lisa Su sind damit Intels aktuelle Top-Prozessoren klar ausgestochen, doch c't-Hardware-Ressortleiter Christof Windeck war von der Präsentation eher enttäuscht. Wir diskutieren darüber, wie es im Prozessorwettkampf zwischen AMD und Intel weitergeht - und ob Apple noch in diesem Jahr einen M2-Prozessor herausbringt. Ulrike Kuhlmann hat auf der Konferenz Display Week vor allem viele OLED-Fernseher gesehen. Spannend ist die Technik auch für Gaming-Displays mit kurzen Latenzen und hohem Kontrast. Außerdem im Trend: 8K, Displays zum Zusammenfalten und 3D (!). Zum Schluss feiern wir noch einen Neuzugang in der Liste der schnellsten Top500-Supercomputer : "Frontier" aus den USA knackt die Exaflops-Marke und schafft mehr als 1,1 Trillionen Berechnungen pro Sekunde. === Sponsorenhinweis == Bosch CyberCompare ist die unabhängige Plattform für IT, OT und IoT-Sicherheit und machen Ausschreibungen und Angebotsvergleiche einfacher, verständlicher und bezahlbarer. Wir unterstützen dabei, im fragmentierten Cybersecurity-Markt den richtigen Anbieter für Ihre individuellen Sicherheitsanforderungen zu finden. Gleich entdecken unter: https://cybercompare.com/heise === Sponsorenhinweis Ende ===

Ukrainekrieg, Kryptocrash, Coronalockdown in Shanghai - in c't uplink sprechen wir in dieser Woche darüber, wie sich die aktuelle Lage auf die Hardware-Branche auswirkt. Obwohl es in den Lieferketten immer noch stockt, hat sich auf den Markt einiges getan. Auf der Computex zum Beispiel präsentierte AMD ihre Plattform Ryzen 7000 inklusive erster Benchmarkwerte. Laut AMD-Chefin Lisa Su sind damit Intels aktuelle Top-Prozessoren klar ausgestochen, doch c't-Hardware-Ressortleiter Christof Windeck war von der Präsentation eher enttäuscht. Wir diskutieren darüber, wie es im Prozessorwettkampf zwischen AMD und Intel weitergeht - und ob Apple noch in diesem Jahr einen M2-Prozessor herausbringt. Ulrike Kuhlmann hat auf der Konferenz Display Week vor allem viele OLED-Fernseher gesehen. Spannend ist die Technik auch für Gaming-Displays mit kurzen Latenzen und hohem Kontrast. Außerdem im Trend: 8K, Displays zum Zusammenfalten und 3D (!). Zum Schluss feiern wir noch einen Neuzugang in der Liste der schnellsten Top500-Supercomputer : "Frontier" aus den USA knackt die Exaflops-Marke und schafft mehr als 1,1 Trillionen Berechnungen pro Sekunde. Mit dabei: Achim Barczok, Ulrike Kuhlmann, Christof Windeck === Sponsorenhinweis == Bosch CyberCompare ist die unabhängige Plattform für IT, OT und IoT-Sicherheit und machen Ausschreibungen und Angebotsvergleiche einfacher, verständlicher und bezahlbarer. Wir unterstützen dabei, im fragmentierten Cybersecurity-Markt den richtigen Anbieter für Ihre individuellen Sicherheitsanforderungen zu finden. Gleich entdecken unter: https://cybercompare.com/heise === Sponsorenhinweis Ende ===

The goal is to be peaceful not just to have peace. no matter what the situation brings, who or what it Intels you know how to cultivate peace into any situation. Find out out how to do it here --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/rahman-whaley/support

‘Eddie Raydio #14' Enjoy & Subscribe to Raydiant Media on iTunes, Spotify & SoundCloud! YouTube Channel: https://www.youtube.com/channel/UCFdeUt79piomgxuXuWD3z4A Bobby Brown Interview: https://youtu.be/lg43AfcVHtk Birthday Vlog (#LLBobbyBrownJr): https://youtu.be/vjRtA_eIOzw World's HOTTEST Ramen Challenge (Prank Gone Wrong) https://youtu.be/RUU5EflPZ0U Death Nut Challenge: https://youtu.be/FJNs0R_eXUY Instagram, Twitter, TikTok: @_EddieRay Raydiant Media AUDIO Podcasts available on #iTunes, #Spotify & #SoundCloud