#342 | Google-Strafen, Gemini 3, Cursor AI-Strategie, OpenAI, Yann LeCun, China-AI & Hacks

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Google-Verfahren

• Schadenersatz für Idealo: https://www.faz.net/aktuell/wirtschaft/erfolg-vor-landgericht-google-muss-idealo-465-millionen-schadenersatz-zahlen-accg-110780647.html
• EU-Ermittlungen Produktempfehlungen: https://www.bloomberg.com/news/articles/2025-11-13/google-hit-by-fresh-eu-probe-into-suspected-news-search-abuse https://www.emarketer.com/content/google-rule-change-hits-product-review-sites https://www.wsj.com/business/media/google-search-change-product-recommendation-websites-02394b79
• ...Gemini 3? https://www.businessinsider.de/wirtschaft/google-gemini-3-koennte-den-ki-wettlauf-grundlegend-veraendern/ https://generativehistory.substack.com/p/has-google-quietly-solved-two-of
• NotebookLM-Neuerungen: https://blog.google/technology/google-labs/notebooklm-deep-research-file-types/

Amazon: Unrechtmäßige Preiserhöhungen für Prime

https://www.chip.de/news/business/preise-erhoeht-prime-kunden-bekommen-jetzt-geld-zurueck_335e8e72-3819-4a30-8a25-d63a4bb2adcb.html

Meta: AI-Training widersprechen https://www.meinrecht.de/magazin/meta-ai-so-koennen-sie-der-nutzung-ihrer-daten-widersprechen

Cursor mit $29,3 Mrd. Bewertung https://www.wsj.com/tech/ai/the-ai-coding-startup-favored-by-tech-ceos-is-now-worth-29-3-billion-14c72c02

AI-Strategie: Vertical vs. Horizontal und Moats https://www.linkedin.com/feed/update/urn:li:activity:7395356100704829440/

OpenAI:

• ChatGPT 5.1: https://openai.com/index/gpt-5-1/ https://arstechnica.com/ai/2025/11/forget-agi-sam-altman-celebrates-chatgpt-finally-following-em-dash-formatting-rules/ https://www.linkedin.com/posts/emollick_these-examples-of-different-personalities-activity-7394598818828201985-RrF4
• Gema-Sieg wegen Sont-Text-Urheberrechtsverletzung https://www.theguardian.com/technology/2025/nov/11/chatgpt-violated-copyright-laws-german-court-rules

Yann LeCun verlässt Meta, Fei-Fei Li startet durch – alles im Zeichen der "World Models"

https://techcrunch.com/2025/11/11/metas-chief-ai-scientist-yann-lecun-reportedly-plans-to-leave-to-build-his-own-startup/

https://techcrunch.com/2025/11/12/fei-fei-lis-world-labs-speeds-up-the-world-model-race-with-marble-its-first-commercial-product/

https://youtu.be/-QbM6_BSdS0?si=OeN5NrMgOGTCZfVi

https://www.wsj.com/tech/ai/yann-lecun-ai-meta-0058b13c

https://www.anthropic.com/news/disrupting-AI-espionage https://www.nytimes.com/2025/11/14/business/chinese-hackers-artificial-intelligence.html

https://www.reuters.com/commentary/breakingviews/chinas-slim-ai-budgets-are-self-reinforcing-2025-10-08/ https://www.deraktionaer.de/artikel/aktien/alibaba-kursrutsch-nach-us-vorwuerfen-anleger-nutzen-die-chance-20390410.html

AI-Bubble: Dipping?

https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89

https://www.ibtimes.co.uk/michael-burry-shutters-scion-asset-management-renews-ai-bubble-warning-lord-rings-meme-1755908

https://www.reuters.com/business/media-telecom/peter-thiels-fund-offloaded-nvidia-stake-third-quarter-filing-shows-2025-11-17/

https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.html

Bitcoin-Dipp und Microstrategy unter Wasser https://de.finance.yahoo.com/nachrichten/micro-strategy-schulden-%C3%BCbersteigen-bitcoin-143040639.html