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January 27, 2025, 10:00 AM
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| Bloomberg: |
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead — - App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
More: Reuters, Bloomberg, 9to5Mac, TechCrunch, Android Authority, The Verge, Bloomberg, MacRumors, Tim Kellogg, Mashable, Forbes, The Mac Observer, FX Empire, TechNode, New York Times, Cautious Optimism, en.ain.ua, Spyglass, International Business Times, Semafor, Coinpedia Fintech News, CGTN, Fox Business, South China Morning Post, Moneycontrol, TweakTown, Fortune, Android Authority, Financial Express, The Indian Express, CryptoSlate, Spyglass, The Economic Times, TheCable, The Japan Times, Seeking Alpha, The Decoder, and Livemint
Bluesky: @mgsiegler.com. Threads: @luokai. X: @pmarca, @pmarca, @sentdex, @benthompson, @angelusm0rt1s, @emollick, @joshuakushner, @signulll, @matthewstoller, @thechiefnerd, @mattbruenig, @tunguz, @wayne_culbreth, @vivekgramaswamy, @jasonhickel, @dlacalle_ia, @growing_daniel, @emptywheel, @boriquagato, @paulskallas, @tphuang, @satyanadella, @thestalwart, @natolambert, @qtnx_, @matthewclifford, @ercwl, @alex_dreyfus, @kobeissiletter, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @danprimack, @teroterotero, @emollick, @mattprd, @qtrresearch, @signulll, @jasminewsun, @mattturck, @ananayarora, @chrisjbakke, @pmarca, @john_j_brown, @omooretweets, @luke_metro, @nic__carter, @tszzl, @emollick, @garrytan, @goth600, @linusekenstam, @growing_daniel, @levie, @steve_sailer, @mattturck, @pet3rpan_, @mxtaverse, @mervenoyann, @turnernovak, @joannastern, @bonegpt, @benioff, @stevenheidel, @yacinemtb, @richlightshed, @aravsrinivas, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
| Financial Times: |
US tech stocks fall sharply over DeepSeek concerns, with NVDA down 10%+, losing ~$400B in market value, and META, MSFT, and others also dropping; ASML falls 8%+ — Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances …
More: CNBC, TechCrunch, Bloomberg, PYMNTS.com, Bloomberg, Engadget, Bloomberg, New York Times, Fortune, The Guardian, Metro.co.uk, New York Post, Yahoo Finance, TweakTown, Wall Street Pit, ZeroHedge News, Semafor, The Independent, Bloomberg, Livemint, Bloomberg, Dow Jones Newswires, Bloomberg, CNBC, Blockonomi, Marcus on AI, and MarketWatch
Threads: @vthallam. X: @stockmktnewz, @can, @tszzl, @bickerinbrattle, @packym, @thestalwart, @kimmonismus, @garrytan, @a_xenop, @jjvincent, @tkl_adam, @prithvir12, @milesdeutscher, @jnordvig, @0xfoobar, @gurgavin, @loopifyyy, @andreassteno, @devpatelx6, @dylan522p, @linreporting, @thestalwart, @tszzl, @schuldensuehner, and @deitaone
Forums: r/nvidia, r/technology, r/neoliberal, r/worldnews, r/wallstreetbets, r/Economics, and Slashdot
| Matt Marshall / VentureBeat: |
How DeepSeek outpaced OpenAI at a fraction of the cost: open source, pure reinforcement learning, no supervised fine-tuning, and building on DeepSeek-R1-Zero — DeepSeek R1's Monday release has sent shockwaves through the AI community, disrupting assumptions about what's required to achieve cutting-edge AI performance.
More: Gizmodo, BBC, Reuters, NBC News, Financial Times, Capital Brief, The Standard, Business Insider, Business Today, Benzinga, Barron's Online, The Register, Wall Street Journal, Ghacks, Import AI, Hindustan Times, WinBuzzer, BGR, Pivot to AI, Anadolu Ajansı …, Mashable, The Times, Verdict, TechSpot, The Independent, Tom's Guide, NewsBytes, LewRockwell, Forbes, Tech in Asia, TechEBlog, MarkTechPost, and Decrypt
| 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 …
More: The Register, Business Today, and Wall Street Journal
| The Information: |
Sources: Meta set up four war rooms to analyze High-Flyer's DeepSeek, including two for how High-Flyer cut training costs and one on what data it may have used — Artificial intelligence researchers at Meta Platforms have been in panic mode. In recent days, leaders of some of the company's …
More: Axios, Forbes, Reuters, TipRanks Financial, Wall Street Journal, and The Decoder
Bluesky: @elkmovie, @prietschka, and @wademinter.com
X: @finbarrtimbers, @steph_palazzolo, @brij, @wordgrammer, @mark_k, @jasonprompts, and @matthewstoller. Forums: r/technology
| Ben Thompson / Stratechery: |
| Hayden Field / CNBC: |
Source: Perplexity AI revises its TikTok US merger proposal to ByteDance, allowing 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.
More: Reuters, Associated Press, PYMNTS.com, Quartz, The Decoder, Anadolu Ajansı …, The Independent, TipRanks Financial, Proactive, NewsBytes, Android Headlines, The Mirror US, The Week, The Indian Express, The Rundown AI, Livemint, Neowin, Mobile World Live, Wall Street Pit, Hindustan Times, Verdict, Tech in Asia, and Deccan Herald
Bluesky: @tyleraking.com and @tappedlands.com
Forums: r/technews and r/technology
| Jeffrey Emanuel / YouTubeTranscriptOptimizer: |
A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, 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 …
More: Qwen, Simon Willison's Weblog, Benzinga, and Australian Financial Review
Bluesky: @taumuyi. X: @chamath, @morganb, @peter_mantas, @doodlestein, @lokoyacap, @morganb, @shaughnessy119, @newmooncap, @dynamicmoats, @ksimback, and @timothyhliu5. LinkedIn: Carter Williams
Forums: Hacker News, r/ValueInvesting, and r/NvidiaStock
| Reuters: |
Court filing: Indian digital news outlets, including NDTV, Network18, and Hindustan Times, join a copyright lawsuit against OpenAI, first filed by ANI in 2024 — Digital news units of Indian billionaires Gautam Adani and Mukesh Ambani, and other outlets like the Indian Express and the Hindustan Times …
More: Reuters, Computerworld, Forbes, The Indian Express, Watcher Guru, Verdict, Inc42 Media, Tech in Asia, and The Decoder
| Reuters: |
Donald Trump denies talking to Oracle about a TikTok deal, saying he has spoken to “many people” and that he expects to decide “probably over the next 30 days” — U.S. President Donald Trump said on Saturday he was in talks with multiple people over buying TikTok …
More: The Verge, Music Ally, Asia Financial, WebProNews, Mashable, Affiverse, Sherwood News, Associated Press, WinBuzzer, Music Business Worldwide, Digital Music News, Social Media Today, TipRanks Financial, Android Headlines, Business Today, SiliconANGLE, PYMNTS.com, TechCrunch, Spyglass, Fortune, Comic Book, Engadget, Forbes, PCMag, Tech in Asia, 9to5Mac, Moneycontrol, TechSpot, TechCrunch, Financial Express, Business Standard, Windows Central, Reuters, Seeking Alpha, The Information, Livemint, Times of India, RedState, TweakTown, Wall Street Pit, India Today, NewsBytes, The Post Millennial, and MPR News
| Bloomberg: |
A profile of French health insurer Alan's CEO, Jean-Charles Samuelian-Werve, a Mistral board member who takes credit for bringing in most of Mistral's backers — Arthur Mensch is the public face of French AI champion Mistral, but another startup's CEO has been critical to its $6 billion valuation| New York Times: |
A look at the surveillance tech that could power Trump's immigration crackdown; a review of nearly 15K contracts shows ICE and USCIS spent $7.8B since 2020 — Border enforcement agencies have spent billions assembling surveillance tools to track and find people. These could be critical in President Trump's immigration agenda.| Berber Jin / Wall Street Journal: |
Cancer research startup Manas AI, founded by Reid Hoffman and researcher Siddhartha Mukherjee, raised $24.6M to focus on breast and prostate cancer and lymphoma — The LinkedIn co-founder is starting Manas AI with ‘The Emperor of All Maladies’ author Siddhartha MukherjeeSponsor Posts
Google:
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Shopify:
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI and tech.
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI and tech.
Zoho:
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Uncapped with Jack Altman:
Saam Motamedi from Greylock Partners
Conversations with people I admire about things I'm genuinely interested in.
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Invest Like the Best:
Henry Ellenbogen - Man Versus Machine
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
How Evan Spiegel Is Building the Future of Computing
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
10 Years of Acquired (with Michael Lewis)
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
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Lenny's Podcast:
Why humans are AI's biggest bottleneck (and what's coming in 2026) | Alexander Embiricos (OpenAI Codex Product Lead)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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