Fabian A. Schmidt

Interests in Tech, Manufacturing, Stocks, 🏋🏼 & 🌱 | Writing down my 💭 on @DigitalisHomo

[Fabian A. Schmidt @3BodyProblem]

https://t.co/GH5p09LKcG

[Dividendenkönig @DividendKoenig]

Dieses Statement von Apollo (Private Equity Riese) zu KI lässt aufhorchen

[Dividendenkönig @DividendKoenig]

Es kommt zwar jetzt erst mal der Winter, aber denkt dran, der Sommer kommt auch wieder…

[Dividendenkönig @DividendKoenig]

Völlig unterschätztes Spiel - wer kennt es?

[War=Ecocide ↩ the Glam Office ###TeamLEGO ~~~ @masterprogram1]

small dick energy

[Fabian A. Schmidt @3BodyProblem]

And, purely by chance, Cloudflare offers security solutions

[MTS @MTSlive]

SITUATION DETECTED: CloudFlare CEO Matthew Prince says he is aware of additional severe vulnerabilities in other pieces of critical software, and said “I think we’re going to have a couple years where every single week it’s going to feel like the sky is falling,” per Reuters.

[Dividendenkönig @DividendKoenig]

Der Herbst ist doch wunderbar 🍂

[Dividendenkönig @DividendKoenig]

Aber Jensen hat doch gesagt erst bauen und dann regulieren

[Leonard M. Schmedding @derleomartin]

🇩🇪🇨🇳 Schaeffler lässt jetzt Humanoide von Humanoiden bauen. In China.

Schaeffler hat in Taicang eine "Lighthouse Factory" für humanoide Robotik eröffnet. Auf 7.500 Quadratmetern: eine intelligente Montagelinie, ein Trainings- und Datenerfassungszentrum, eine Plattform für digitale Zwillinge und ein eigenes Rechenzentrum.

Das Prinzip heißt "Humanoide fertigen Humanoide".

An fünf Stationen arbeiten sechs humanoide Roboter zusammen und montieren lineare und rotative Aktuatoren, also die Gelenkmodule für die nächste Generation humanoider Roboter. COO Jochen Schröder nennt es einen geschlossenen Fertigungskreislauf, den es im globalen Schaeffler-Netzwerk bisher nicht gab.

Die Zahlen dahinter: rund 400 Millionen Euro Auftragseingang in diesem Segment, Komponenten für über 80 Projekte, im dritten Quartal allein zwei Neukunden aus Greater China.

Die Trainingsumgebungen bilden die realen Arbeitsbedingungen aus rund 100 Schaeffler-Werken weltweit nach. Dort wird also nicht nur montiert, dort wird das Betriebswissen eines deutschen Industriekonzerns in Roboter trainiert.

Verstehen wir uns richtig: Das ist eine gute unternehmerische Entscheidung. Chinas Humanoiden-Industrie wächst gerade am schnellsten, dort sitzen die Kunden, dort entsteht das Ökosystem.

Nur steht diese Fabrik eben nicht in Herzogenaurach.

Caveat: In Deutschland ist so eine Fabrik offensichtlich nicht mehr möglich, und mit ihr wandern die Daten ab, denn in Taicang wird das Betriebswissen aus rund 100 Schaeffler-Werken in Roboter trainiert.

[𝕁𝕦𝕝𝕚𝕒𝕟 ℂ @Julianc_AI]

Morpheus

[Erik Solheim @ErikSolheim]

What has gone wrong in Europe? Here is my take!

Europe has many strengths. We Europeans are enjoying the highest living standard in the world. Asian nations are more dynamic, but we are the largest market. We have created peace between the arch enemies Germany and France. Europe could be a proud civilization in dialogue with India, China and others. But something has gone wrong.

Until recently Europeans watched the Gen Z rebellions in Sri Lanka, Bangladesh, Nepal and other countries with interest from distance. Now the rebellions have come home - to the center of Europe - to France, Italy and Spain. What has gone wrong? How can Europe bounce back?

Here are my observations:

* Poor leadership. The German chancellor has an approval rate just about 10%, the French president isn't much better at 15%. UK has run through seven prime ministers in ten years, none of them evil, nearly all of them underwhelming and mediocre. A continent once led by Adenauer and Brandt, de Gaulle and Mitterrand simply need new and better leaders. 

* No growth. If you want to improve schools and education, there will be less for the retired. Or vice versa. It’s very hard to develop nations when everything is a zero sum game between generations and classes. There is no visible strategy for growth.

* Wrong choices. Spurred by the Russian attack on Ukraine, many European governments prioritize rearmament and support to Ukraine. There is every reason to detest Russia and Putin, but the main threat to Europe comes from within. If we destroy our societies at home we cannot meet outside pressures. It’s wrong to prioritize rearming above education, social services and the environment.

* Pessimism. European leaders speak as if the continent is in an unprecedented crisis. When leaders talk down our own continent, how can anyone expect people to be confident. Pessimism in itself a destructive force and should be replaced with opportunity, dedication to change and hope.

* Lack of curiosity. Europe is lagging far behind East Asia on education, innovation and quality of universities. China has overtaken Europe as the green leader and the economic engine of the world. We have a lot to learn from India. US economy is more dynamic. Still there is a lack of curiosity to other cultures. If we dont become curious, we are doomed.

[Dividendenkönig @DividendKoenig]

Die erste Technologie, die uns bei der Arbeit ersetzt und dann beim Widerstand niederknüppelt

[Piotr Binkowski @piotrbinkowski]

We went deeper and found more sky.

[John LeFevre @JohnLeFevre]

The forever K is here...

1. Food banks have record demand. Michelin tables have never been harder to book.

2. Robotaxis and AI made chauffeurs and assistants almost free. So status moved to what software can't make: a $180M Van Gogh hits Sotheby's next month.

3. Ten stocks are 40% of the S&P 500. The other 490 are along for the ride.

4. Homes under $1M are a buyer's market. Over $5M, it's a seller's market.

5. Delta now makes more from the front of the plane than the back.

6. Spirit is dead. Private jet flights just hit an all-time high.

7. Hotels are either Motel 6 or the Four Seasons. Marriott is the new Motel 6.

8. Subprime auto delinquencies are at a record. Porsche wants to be Ferrari.

9. Applebee's is running ads saying it's cheaper than McDonald's.

10. Chipotle gave up on everyone under $100K and kept the $20 burrito crowd.

[Robotics Daily @RoboDaily]

Sam Altman On Why Robots Should Look Like Us

He confirms OpenAI will build a humanoid, and says the real challenge is the brain that makes the robot work.

[unusual_whales @unusual_whales]

To justify today’s data center buildout, AI would need to bring in about $3.5 trillion a year by 2032, per a new Brookings paper.

That’s 8.8% of U.S. GDP, nearly as much as Americans spend on food (9.1%), and far more than on energy (5.1%).

[Dividendenkönig @DividendKoenig]

..and the winner is: @Chapebaer mit seinem Tipp eines langjährigen KGVs von 27 🎉

Der langfristige historische Durchschnitt des NASDAQ 100 liegt tatsächlich bei unglaublichen 27,88 !

Der aktuelle KGV liegt übrigens bei 28,5

[Dividendenkönig @DividendKoenig]

Wichtige Lektion in Finanzen ☝🏼