Weekoverzicht 2025-50
14 december 2025Deze editie van het weekoverzicht concentreert zich op de recente ontwikkelingen binnen kunstmatige intelligentie en de bredere marktdynamiek. We analyseren kritisch de impact van nieuwe technologieën en personeelswijzigingen bij prominente bedrijven.
Gelezen & Genoteerd
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AI Acceleratie & Impact
De ontwikkelingen in AI blijven in een hoog tempo doorgaan, met aankondigingen van nieuwe modellen zoals Gemini 3 Deep Think en verdere integratie in producten zoals Google Search en Microsoft Copilot.
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Marktbewegingen & Leiderschap
Het nieuws over Todd Combs die Berkshire Hathaway verlaat voor JPMorgan Chase, markeert een significante personele verschuiving binnen de investeringswereld, en potentieel een signaal voor de toekomst van Berkshire na Buffett.
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Fundamentele Concepten & Kritische Reflectie
Verschillende items moedigen aan tot een diepere reflectie over fundamentele concepten in business, wetenschap en leren. Van Jeff Bezos' perspectief op de "truncated outcome distribution" in baseball versus de "untruncated" in business.
I. Audio & Video
Business/Interviews
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My Conversation With James Dyson, Founder of Dyson
Senra NotebookLM Analyse
Investing/Interviews
- ▸ Matthias Riechert speaks with Guy Gottfried about TerraVest Industries. (PDF)
Marketing/Psychology
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Science/Space
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II. Artikelen & Papers
AI/Future & Education
Markets/Investing
- › Berkshire Hathaway stock picker Todd Combs to leave for JPMorgan Financial Times
- › Deep Dive: AI Market Bubble Risk
- › Key updates for limited partnerships and investment funds, Daan Goedemoed, Bart Le Blanc
General Interest
- › Horses
Technology/Computing
III. X (Twitter)
AI Vision & Progress
Demis Hassabis says it is wrong to think of AI as being just another technology; he says it will be "epochal defining" and will soon cure all diseases, solve climate and energy problems and enrich our lives
With new AI capabilities in Search, people asked questions in more conversational ways this year. Here are 3 examples: • People asked “What’s the deal with…” queries more than ever. One popular example: “What’s the deal with 6-7?” • Searches for “Tell me about…” are up 70%
Really good visual summary. Maybe there is something to this whole AI thing."
Waymo's system, fueled by careful collection of a large volume of fully autonomous data, is the most advanced, large-scale application of embodied AI today. Very proud to see this level of engineering rigor tackling safe autonomous driving making the roads safer for everyone
So after all these hours talking about AI, in these last five minutes I am going to talk about: Horses. Engines, steam engines, were invented in 1700. And what followed was 200 years of steady improvement, with engines getting 20% better a decade. For the first 120 years of
With the Excel World Championship underway, I decided to take the M365 Copilot digital challenge. I’m no World Champ… but thanks to Agent Mode, I held my own!
Looking back, I think we've had three step-change innovations at @NotebookLM alongside lots of important improvements and useful features: 1. the original source-grounded chat with inline citations and direct links to passages in sources 2. Audio Overviews And now Slides.
Gemini 3 Deep Think is now available for Ultra users, making available our IMO & ICPC Gold Medal-winning technology. Deep Think shows improved generalization on difficult benchmarks like ARC-AGI-2, and outperforms Gemini 3 Pro on HLE & GPQA Diamond. We hope this serves as a
imo this is a HUGE deal Google DeepMind and the UK govt have just signed a partnership w/ 3 pillars: 1. transforming public services 2. accelerating scientific discovery 3. advancing AI security & resilience Concrete bits that matter: - a Gemini model trained on the UK
That @demishassabis decided to remain in the UK rather than move to the US was the single most important event in the UK's future. An entire ecosystem is crystallizing around him."
Today, we’re bringing our leading deep research experiences to developers with Gemini Deep Research agent so they can embed Google’s most advanced autonomous research capabilities directly into their own applications for the first time.
Scoop: Google names a new chief to head up its $100 billion/year AI infrastructure buildout: Amin Vahdat, who will report to @sundarpichai.
I asked @notebooklm to summarize @GavinSBaker podcast. Dang, its NOT bad at all. And it didnt even hallucinate (as much as old models). If you have not watched it, here's the link: https://t.co/KCDbJ5HdV
So excited for @Waymo coming to London in 2026!!"
Berkshire Hathaway / Markets
Breaking news: Veteran investment manager Todd Combs is to leave Berkshire Hathaway and join JPMorgan Chase, as Warren Buffett prepares to step back from running the conglomerate.
In honor of the $BRK news today I wanted to share one of the most epic value investor club rants of all time
Business/Interviews (X Post)
Here's my conversation with James Dyson, founder of @Dyson. 0:00 Introduction: A Love for History and Technology 0:48
Business/Philosophy
"You don't find entrepreneurs in chess clubs; you find entrepreneurs in casinos. They’re playing poker; they’re playing backgammon. They’re playing games of chance with an occasional very high payoff, and a lot of life is exactly like that... The people who are running these
Jeff Bezos: "The difference between baseball and business is that baseball has a truncated outcome distribution. When you swing, no matter how well you connect with the ball, the most runs you can get is four. In business, every once in a while, when you step up to the plate, you
Character is a proxy for quality. When people can’t judge a product's quality, they judge the seller's character. If they trust you, they trust what you’re selling. Character is the ultimate warranty."
The Doorman Fallacy 'You have a five-star hotel and it has a doorman, welcoming incoming guests. McKinsey or Accenture will come in and say, “Your doorman currently costs you X thousand dollars a year. We have defined his or her function as opening the door. We’ll replace said
Film/Analysis
This is kinda' fucking MIND BLOWING. And...um...HE FUCKING KNOWS. He KNOWS. That’s why he made this film..."
Stanley Kubrick explaining the ending of 2001: A Space Odyssey in a rare 1980 interview
History/Psychology
IQ tests on Nazi leaders during the Nuremberg Trials, Nuremberg Germany (1945-1947) ..... During the Nuremberg Trials, the Allied psychologists assigned to evaluate the defendants conducted a series of IQ tests as part of a broader effort to understand their personalities,
Investing/Market Commentary (AI Focus)
This podcast is highly informative. A must-listen for any investor in $NVDA or any other AI-related stocks:
Howard Marks on AI: "Since no one can say definitively whether this is a bubble, I'd advise that no one should go all-in without acknowledging that they face the risk of ruin if things go badly. But by the same token, no one should stay all-out & risk missing out on one of the
Oaktree’s Howard Marks on how there may be more opportunity in AI-related equity than debt, the need to be careful amid bubbly valuation and how today’s market seems healthier than in 2000. Also on the frightening prospect of huge AI-related job losses:
Investing/People
Scott Ferguson is the Founder and Managing Partner of Sachem Head Capital Management. Prior to founding Sachem Head, Scott spent nine years at Pershing Square Capital Management, which he joined pre-launch as the firm’s first investment professional. Before joining Pershing
Learning/Self-Improvement
The Feynman Technique for learning:
James Clear: The ability to bounce back quickly is a key skill in life.
Podcasts/Media Discovery (X Post)
Listen to this incredible episode with @rorysutherland Spotify: https://t.co/ct2JU7FPjN YouTube: https://t.co/QD5Fycx98N Apple: https://t.co/DvHfFepVLG Web/Transcript: https://t.co/LdFxl6SmVc
Science/Mathematics/History
Ben Affleck and Matt Damon talk about Ramanujan, in Good Will Hunting (1997) ✍️ Ramanujan lived in a tiny hut in India. No formal education, no access to other works. But he came across an old math book and from this basic text he was able to extrapolate theories that had
The Bethe Ansatz is the best:
When I’m asked what’s the single-best volume of physicist biographies available, I always mention Cropper’s book. Not only is it exceptionally well written, but it contains little-known details not found in standard Wikipedia-style entries.
Space/Technology
"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense,