Privater Informationsaustausch zu Wirtschaft, Politik, Wein und Motorsport - welch wilde Mischung :-)

Vienna, Austria
Joined November 2013
M. Ketzer 🇪🇺 retweeted
Things we learned recently: -Data centers are bot farms -Bot farms sway elections -Billionaires want data centers Do the math.
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M. Ketzer 🇪🇺 retweeted
If you haven’t made sure to turn on two-factor authentication on all accounts, have passwords with family in case you get voice calls asking for money, etc, now would be a good time. AI gains mean the costs of mass targeting individuals with sophisticated attacks are dropping.
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M. Ketzer 🇪🇺 retweeted
Wenn sogar der Konzern das Steuergeld ablehnt Die Regierung wollte das Ardo-Werk in Groß-Enzersdorf mit einem Hilfspaket retten. Ardo hat abgelehnt, und die Begründung sollte man sich im Kanzleramt einrahmen lassen: Staatsgeld macht ein Werk, das sich nicht rechnet, nicht wettbewerbsfähig. Das Problem ist nicht ein einzelnes Werk. Es ist der Standort: Österreichs Unternehmen investieren real 6 % weniger als 2019. In den USA sind es 26 % mehr, in Italien sogar 29 %. Mit über 134 Steuern und Abgaben liegen wir in Europa auf Platz vier. Estland kommt mit 34 aus. Dazu kommen hohe Energie- und Arbeitskosten und Genehmigungen, die Jahre dauern. Die Politik reagiert darauf jedes Mal gleich: Wo es brennt, wird gefördert. Billiger, schneller und einfacher wird der Standort dadurch nicht. Oder wie es unser Ökonom Hanno Lorenz sagt: „Ist die Produktion einmal verlagert, kommt sie nicht wieder.“ Österreich braucht keine Rettungspakete für einzelne Werke. Es braucht einen Standort, an dem sich Werke wieder rechnen.
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M. Ketzer 🇪🇺 retweeted
The AI boom is becoming a debt boom and credit markets are getting nervous. Oracle’s 5y CDS trades near a record 261bps, implying a 20.4% default probability. SpaceX: 16.5%. Even Nvidia: >7%. AI-related borrowers have issued nearly $500bn of debt this year, Bloomberg reports. The question: how much future AI revenue is already being spent?
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M. Ketzer 🇪🇺 retweeted
Die Vorstellung, dass nach einem Sieg Russlands über Ukraine in Deutschland mehr Geld für Soziales, Gesundheit, Bildung und Kommunen zur Verfügung steht, ist so naiv, dass man seinen Verstand an der Garderobe abgegeben haben muss, dies zu denken. Entweder werden dann die ...
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M. Ketzer 🇪🇺 retweeted
A deep dive into the Baltic states' extensive preparations for a Russian invasion, from @isaacstanbecker who tracks "the emergence of a new order, in which Ukraine matters as much to the security of Europe as the United States" theatlantic.com/magazine/202…
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M. Ketzer 🇪🇺 retweeted
.@channel Please check the group chat
💬 Russian MFA Spox #Zakharova: As President Putin has said, Russia neither threatens nor intends to threaten European countries. ❗️ But there should be no doubt: Russia has the capabilities to prevent any aggression & defeat any aggressor. t.me/MFARussia/32495
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M. Ketzer 🇪🇺 retweeted
Dutch intelligence with an in-depth warning about Chinese EVs. Follows today's MI5 warning. Europe's security services are screaming from the rooftops about the threat from Beijing while governments sit on their hands.
De AIVD waarschuwt uitgebreid voor het gebruik van nieuwe, slimme auto’s. Doe je Chinese EV maar weg als je niet bespioneerd wilt worden
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M. Ketzer 🇪🇺 retweeted
Independent investigators couldn’t verify that the Department of Government Efficiency protected sensitive federal data at half a dozen agencies at the beginning of the Trump administration, according to a new report from congressional auditors. news.bloomberglaw.com/daily-…
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M. Ketzer 🇪🇺 retweeted
There is something so unAmerican and so disturbing about an American president demeaning and poking fun at a fellow American president in the presence of a communist leader, while the previous president is battling cancer. It’s just so sickening.
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Poland’s @sikorskiradek says like it is: “Sergey, tell your boss: enough is enough! You can stop this colonial war of choice at any time. You still can kill a lot of people but you can’t win. Stop destroying Russia’s future!”
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M. Ketzer 🇪🇺 retweeted
A detail worth noting in the Kennedy Center madness is a magnificent 12,000 crystal lighting array at the Opera House created by J & L Lobmeyr, who also made chandeliers for the Vienna State Opera and Schönbrunn Palace. It's an official gift from the Republic of Austria, meant as a permanent memorial to President Kennedy. – at Lauderdale, MN
Trump looks at a placard that reads "Kennedy Center DEMOLITION" as he lands at Joint Base Andrews tonight (Brendan Smialowski/AFP via Getty)
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M. Ketzer 🇪🇺 retweeted
Thanks to the plugged-in folks at Bloomberg for giving me the chance to ring some alarm bells that I think everyone needs to hear: “We are really looking at the weaponization of certain critical raw materials in the supply chain and it's really a profound national security interest,” I told Bloomberg’s Joe Weisenthal and Tracy Alloway on their Odd Lots podcast. “And the metals we need to do something about that are the same metals that are needed for drone warfare or the defense from drone warfare. So we're seeing a sort of perfect storm in a balkanized world economy where demand for certain critical metals is going to infinity.” “We need to mine as much copper in the next 18 years as we did in the last 10,000 years, just to maintain global 3% GDP growth without the electrification of the world economy…In the last 30 years, all the capital on Wall Street went into sexy technology like the Internet and broadband and Netflix and wireless but when all the money goes in that direction, we didn't put money into basic raw materials, which are the foundation on which everything sits.” Huge thanks to @bloomberg’s hugely talented @TheStalwart, @TracyAlloway, @kevlloydlozano, @carmenarmen, Cale Brooks and of course the one and only @ryanchilcote for making it all happen. For more about how we got here and how, maybe, foresight and better technology can help us find our way out, listen to the episode on Apple podcasts, Spotify, youtube or at: bloomberg.com/news/articles/… @IvanhoeMines_ @ivanhoeelectric @SunriseMetals @IPulseGroup @IvanhoeAtlantic @bluesparkenergy
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M. Ketzer 🇪🇺 retweeted
German journalist posed as a Putin supporter to expose Kremlin agents Journalist Angelique Geray ran a fake channel for several months under the name “Katya” — a Russia supporter. She posted videos featuring the Russian flag and soon received assignments from people who contacted her. She was asked to photograph sites in Germany, monitor people from the CDU, arms companies and NGOs, as well as collect the personal data of their employees. The recruitment of “one-time agents” often begins with simple tasks for small amounts of money. For example, they may be asked to take a photo, pick up a package or obtain a SIM card. The assignments then become more serious. Communication is mainly conducted through Telegram, and each operative knows only their part of the operation. German politician Jovica Jovitch from the pro-Russian Sahra Wagenknecht Alliance reached out to “Katya’s” channel. He gave advice on developing the channel. For example, the politician suggested making a video of “Katya” dancing on a NATO flag. When asked about links to Russian intelligence services, Jovitch replied that theoretically he knew nothing, but practically he did. He later denied having any ties to Russian intelligence. After Geray revealed her fake identity, unknown individuals threatened to kill her.
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M. Ketzer 🇪🇺 retweeted
We have to build AI that murders us, because if we don’t, China will build it first, and I don’t want to get murdered by a computer that speaks Chinese. That would be ridiculous.
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M. Ketzer 🇪🇺 retweeted
Almost every indigenous language still spoken in Europe belongs to a wider family. English, Greek and Spanish are Indo-European. Finnish and Hungarian are Uralic. Basque is very different indeed, and older. It is Europe's only surviving ‘language isolate’. 1/n
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M. Ketzer 🇪🇺 retweeted
Here is Taiwan's capital Taipei, with red lines added to show where a lot of the machinery of state is located (Presidential Office etc). Photo 2 is more-or-less an exact replica of those gridlines, built in the last few years. But where? Inner Mongolian desert, China. 1/2
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M. Ketzer 🇪🇺 retweeted
The name Lake Ontario comes from the Wendat word Ontari’io, which, appropriately, means “the lake is beautiful, the lake is big”. The name is more than 400 years old, predating both the Confederation of Canada and the Declaration of Independence of the United States of America. We know that America is changing. Their trading relationships, their foreign policies, their national monuments, their hydronyms. Canadians also know that naming reality means calling it Lake Ontario – then, now and always.
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M. Ketzer 🇪🇺 retweeted
Trump supporter: “I’m totally against vaccines. Absolutely, 100%. Every single one of them. They’re poison” Jason Selvig: “What about Polio vaccine?” TS: “There hasn’t been a case of Polio in how many years, since 1960?” JS: “Since the vaccine…” TS: “Yeah”
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