Daniel Kroeger

Happy #Nintendo Switch2 Relase Day 😁

Welchen nutzen hat Gold ?

Welch konstruktive Antwort …

Ist aber auch nur der Vergleich mit dem manisch depressiven Mister Market ;)

#ByteDance Planned to Spend $7 Billion on #Nvidia Chips Next Year

Gaming in 2025: GTA 6, the Nintendo Switch 2 and what else to watch out for Two big releases will dominate the industry next year, but they're not the only games in town.

https://www.bbc.com/news/articles/c9dp0qqe48po

Wobei das zur Abwechslung mal ein guter Vorschlag ist ;)

HUD Releases 2024 Annual Homelessness Assessment Report - National Alliance to End Homelessness Overall Homelessness Increases, Yet Promising Solutions Emerge December 27, 2024 — Washington, D.C. — The U.S. Department of Housing and Urban Development (HUD) today released its 2024 Annual Homelessness Assessment Report (AHAR) Part 1 to Congress, revealing an 18.1 percent […]

Homelessness: more than 770k people in the US were homeless on a single night in January 2024 which is a record high; this included 150k children (+ 33% yoy)


https://endhomelessness.org/media/press-releases/hud-releases-2024-annual-homelessness-assessment-report/

#Netflix: streamed 2 NFL games and got a TV-sized audience; the games averaged 24m viewers making them the most-streamed NFL match-ups in US history

LIFE IS ONLY A POINT! | Roger Federer's MINDSET for Success

great speech by Roger Federer; 2min to watch; “looking at my 1526 singles matches, I won almost 80% of those matches BUT only 54% of points; when you lose every 2nd point on average, you learn not to dwell on every shot; life is only a point.”

https://youtu.be/ZORGg29W_7w?si=RNf3fLdebD_hH2Yu

The White Lotus Season 3 | Official Teaser | Max

#WhiteLotus3

https://youtu.be/DrU8ofww-NI?si=WUJeuqUfkGMt93-G

#SquidGame2 ist wie eine Tüte Chips. Man weiß danach ist einem schlecht, aber aufhören zu essen klappt nicht. Die Serie ist belanglos und austauschbar geworden inkls aller psydo Gesellschaftskritik

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

SaaS ist tot https://youtu.be/9NtsnzRFJ_o?si=v8rFR6R29qJtlzCn

Paper page - Apollo: An Exploration of Video Understanding in Large Multimodal Models Join the discussion on this paper page

#Meta: published Apollo, a new family of models that can understand and explain videos of up to one hour.

https://huggingface.co/papers/2412.10360

#WhatsApp remained the top Messaging platform, and Facebook remained the top Social Media site; Global traffic from #Starlink grew 3.3x in 2024, in line with last year’s growth rate.

#Cloudflare 2024 review; Global Internet traffic grew 17.2% in 2024; #Google maintained its position as the most popular Internet service overall. #OpenAI remained at the top of the Generative AI category. #Binance remained at the top of the Cryptocurrency category.

Oxford´s WdJ: “brain rot”; defined as “the supposed deterioration of a person’s mental or intellectual state, especially viewed as the result of overconsumption of material considered to be trivial or unchallenging.”; i.e. endlessly scroll through large quantities of low-level social media content

the Big 6 added $5.3trn of market cap in 2024 (vs. $4.7trn in 2023); this amount is larger than the current nominal GDP of every country not named the US or China

Warum 2025 ein faszinierendes Börsenjahr wird Tech-Analyst Daniel Kröger teilt seinen Ausblick für das kommende Jahr

Warum 2025 ein faszinierendes Börsenjahr wird

https://newsletter.smartcasual.at/p/tech-trends-2025-daniel-kroeger

Meta updates its smart glasses with real-time AI video | TechCrunch Meta has announced an update for Ray-Ban Meta that brings real-time AI video to the glasses, a feature the company first demoed in the fall.

#Meta’s Ray-Ban smart glasses are getting several new AI-powered upgrades, including the ability to have an ongoing conversation with Meta’s AI and translate between languages.


https://techcrunch.com/2024/12/16/meta-updates-its-smart-glasses-with-real-time-ai-video/

#Reacher Staffel 2 könnte nicht aktueller sein … Ab Anfang 2025 geht es schon mit Staffel 3 weiter …

Americans under 40 saw a massive increase in wealth since 2019 It's the "stonks and stimmies" effect.

#wealth: for Americans between 25 and 39, median wealth hit $80k in 2022 vs. just $24k in 2010. And that's in 2023 dollars, after accounting for inflation.

https://www.axios.com/2024/02/08/americans-wealth-pandemic

Waymo is sending autonomous vehicles to Japan for first international tests Waymo’s autonomous vehicles are going to Tokyo, marking the first time that the Alphabet company is deploying vehicles on public roads in a foreign

#Waymo: is sending autonomous vehicles to Japan for first international tests to gather mapping and Japanese driving data

oodaloop.com/briefs/techn...

Guter long read der #SZ aber dann:
„Und doch ginge es wohl noch genauer:
Zeiss arbeitet an einer Optik, die Strukturen von nur acht
Nanometern herstellen können soll.“
Wir sind mittlerweile bei 2 Nanometern !!
https://www.sueddeutsche.de/projekte/artikel/wissen/zukunft-mikrochips-neuromorph-e547536/

YouTube video by Joko & Klaas Robert Habeck, Friedrich Merz und Olaf Scholz über #PolitikUndAnstand | Joko & Klaas 15 Minuten

Drei auf einen Streich

htVUTWNy20fzHr2-k8fYbdT9lqk8?si=VUTWNy20fzHr2-k8

iOS 18.2 adds a brand new app to your iPhone's Home Screen - 9to5Mac iOS 18.2 is set to be released to everyone as soon as this week. The update comes with big changes...

https://9to5mac.com/2024/12/09/ios-18-2-adds-a-brand-new-app-to-your-iphones-home-screen/

https://www.datacenterdynamics.com/en/news/meta-announces-4-million-sq-ft-louisiana-data-center-campus/

To put that in perspective, data center consumption for the entire US in 2005 was 2.16 GW (source below). Also, a modern GPU consumes about 1kW of power. This is enough for 2 million GPUs which cost in the order of $100b and are within 2x of NVIDIA's annual production of top-end cards.

The data center boom is getting pretty crazy. Meta's new AI data center in Louisiana has 2 GW+ of power and 4 million sq ft (~371,000 sq meters) of space.

Presentations — Benedict Evans Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2024, ‘AI, and everything else’.

Jedes Jahr aufs Neue interessant…




https://www.ben-evans.com/presentations