Smartfony Novinky: 4 september 2025 - 1 október 2025

November 3, 2025, 2:16 AM EST. The AI surge evokes the dot-com bubble, but some warn that hype may outpace reality. Investors are pouring into AI startups, with OpenAI's scale and Oracle's AI ambition illustrating the money sloshing through the sector. Sam Altman even says investors may be "overexcited" about AI. Yet valuations, while lofty, are not a replica of late-1990s excess, and the CAPE ratio shows optimism still ahead of earnings. The article argues that AI firms are powerful yet must adapt business models to endure, and that regulators and the market should balance enthusiasm with caution about the broader economic impact. The takeaway: momentum is strong, but a sustainability test remains for AI as a technology and as a market phenomenon.

November 3, 2025, 1:46 AM EST. At Silicon Valley Space Week, established launch providers ULA, Firefly Aerospace, and Avio SpA, alongside PLD Space and Stoke Space, discussed how to boost launch cadence and compete with SpaceX's Starship. The panel examined diversification, pricing, manufacturing efficiency, and customer demand to scale missions, while evaluating Starship's mass-lift vs. smaller launchers. Each company outlined strategies for risk, certification, and partnerships in a market moving toward reusable, high-volume launches. The discussion highlighted that cadence, cost per kilogram, and reliability will shape winners as Starship redefines the competitive landscape. The article is gated; subscribers can read the full piece.

November 3, 2025, 1:34 AM EST. Journalist Karen Hao discussed her investigative reporting on AI and its social and environmental consequences, highlighting her New York Times bestseller Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI. Hao, who leads the Pulitzer Center's AI Spotlight Series, urged universities and the public to scrutinize the industry and avoid letting technology override core goals. She argued for open discussions and experimentation with AI in classrooms, and for curated task-specific models over broad, unchecked automation. Drawing on interviews with more than 250 people, including more than 90 current and former OpenAI staff, Hao noted concerns about the job market, citing a Stanford study showing a 13% employment decline in affected professions. She encouraged students to pursue areas that distinguish them from AI capabilities.

November 3, 2025, 1:32 AM EST. Ovzon, the Sweden-based satellite operator and terminal maker, says revenue for the first nine months ended Sept. 30 has doubled from a year earlier, with both EBITDA and EBIT moving into profit after losses in the prior year. The backlog climbed to SEK 1.02 billion (~$107.7 million), four times the year-ago level. Management attributed growth to its service offerings for military and public-service agencies, noting optimism after an Oct. 31 investor presentation. A new loan is reported to have freed up cash, supporting ongoing expansion and customer initiatives.

November 3, 2025, 1:20 AM EST. Europe's EV Battery Housing market is on track to grow from US$4.0 billion in 2025 to US$5.7 billion by 2032, a 10.5% CAGR through 2025-2032, according to Persistence Market Research. The analysis blends historical data (2019-2024) with forward-looking insights on drivers, challenges, and regulatory shifts shaping the sector. Key catalysts include rising EV production, stricter emission norms, and a push for lightweight, crash-resistant materials such as aluminum and composites, enabling modular and scalable housing architectures. EU policies favor circular economy initiatives and recyclable materials, influencing design and material selection. Germany, the UK, and France are highlighted as growth hubs due to high EV penetration and policy support. The report covers competitive benchmarking, supply chain dynamics, and strategic collaborations between OEMs, battery makers, and material suppliers.