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Techmeme
January 27, 2025, 4:55 AM
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Top News

Bloomberg:
DeepSeek's iOS app is now #1 on the App Store's Top Free Apps chart in the US, ahead of ChatGPT, stirring doubts in Silicon Valley about the US' AI lead  —  - App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge
The Information:
Sources: Meta set up four war rooms to analyze DeepSeek's tech, two focusing on how High-Flyer cut training costs and one on what data High-Flyer may have used  —  Artificial intelligence researchers at Meta Platforms have been in panic mode.  In recent days, leaders of some of the company's …
Steven Sinofsky / @stevesi:
DeepSeek's use of commodity, disconnected hardware, and open-source design is enough of a shot at AI hyper scaling that it could be “the way things will go”  —  DeepSeek was certain to happen.  The only unknown was who was going to do it.  The choices were a startup or someone outside …
Raffaele Huang / Wall Street Journal:
Sources: DeepSeek's Liang Wenfeng told Chinese Premier Li Qiang in a January 20 meeting that US export controls on AI chips to China were still a bottleneck  —  DeepSeek is called ‘amazing and impressive’ despite working with less-advanced chips  —  SINGAPORE—A Chinese artificial-intelligence company …
Bloomberg:
Some Japanese stocks drop amid DeepSeek anxiety: Advantest, an Nvidia supplier of testing equipment, drops 7%+ and datacenter cable company Fujikura drops 9%+  —  Japan's chip-related shares including Advantest Corp. tumbled as Chinese AI startup DeepSeek gained traction …
Zeyi Yang / Wired:
DeepSeek, which started as a deep-learning research branch of Chinese quant hedge fund High-Flyer, is now giving US AI giants a run for their money
Reuters:
Trump denies talks with Oracle about a TikTok deal, saying “I have spoken to many people about TikTok” and he expects a decision in the next 30 days  —  U.S. President Donald Trump said on Saturday he was in talks with multiple people over buying TikTok and would likely have a decision …
Hayden Field / CNBC:
Source: Perplexity AI revises its TikTok US merger proposal, which now allows for the US government to own up to 50% of the new company upon a future IPO  —  Perplexity AI on Sunday revised the merger proposal it had submitted to TikTok parent ByteDance.  The proposal, which would create …
Bobby Allyn / NPR:
Sources: the Trump admin is in talks for Oracle and a group of US investors to take over TikTok's global operations, with ByteDance retaining a minority stake
Jeffrey Emanuel / YouTubeTranscriptOptimizer:
A bear case for Nvidia: hardware startup competition, inference-heavy “reasoning” models, DeepSeek's training and inference efficiency breakthroughs, and more  —  As someone who spent ~10 years working as a generalist investment analyst at various long/short hedge funds …

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The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Edward Helmore / The Guardian:
AG Todd Blanche defends the White House ban on CNN, MS NOW, and Politico, saying access is “a privilege” and Trump is “sick and tired” of inaccurate reporting

Axios:
CNN partners with YouTube-focused Jubilee Media for a Texas Senate town hall with Democrat James Talarico; both will distribute clips on social media

Christopher Vourlias / Variety:
Serbia's film and television industries are in a state of crisis, with independent production crippled by what industry groups call “state-sponsored censorship”

More News

Hall of Impossible Dreams:
A look at the growing prevalence of LLM-written posts that have been backdated and attributed to human authors on Physics Forums, which was founded in 2001

Earlier Picks

Brian Armstrong / @brian_armstrong:
CEO Brian Armstrong says Coinbase needs to rethink its listing process for new tokens to keep up with “~1m tokens a week being created now, and growing”
Wall Street Journal:
Despite assurances, advertisers worry Meta's tools may not prevent ads from appearing near offensive content as the new content moderation approach takes effect
John Gruber / Daring Fireball:
Siri with Apple Intelligence is a massive regression from the old Siri, which recognized its limitations and provided a list of search links to answer a query
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