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January 27, 2025, 7:45 PM
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| Financial Times: |
Tech stocks fall sharply over DeepSeek concerns, with MRVL down 19.1%, ORCL down 13.8%, AVGO down 17.4%, TSM down 13.3%, AMD down 6.4%, and ASML down 5.8% — Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’ — Technology stocks tumbled on Monday …
More: TechCrunch, CNBC, Daring Fireball, Associated Press, Bloomberg, Bloomberg, New York Times, The Block, CNBC, Quartz, Financial Express, Daily Herald, Yahoo Finance, The Boston Globe, SiliconANGLE, The Block, Yahoo Finance, How-To Geek, Shacknews, Bloomberg, Metro.co.uk, Deseret News, Marcus on AI, Bloomberg, Bloomberg, Dow Jones Newswires, CNBC, and Bloomberg
Bluesky: @karlbode.com, @andrewwrites, @tcarmody, and @andrewwrites
Threads: @sre.chakra.yeddula, @carnage4life, @yannlecun, @carnage4life, @tomgara, @vthallam, @benedictevans, and @yannlecun
X: @avichal, @ericvishria, @garymarcus, @petermallouk, @amasad, @maxwinebach, @jessesingal, @supbagholder, @noahpinion, @kantrowitz, @meghanbobrowsky, @denny_zhou, @thecryptolark, @cernovich, @bayeslord, @garrytan, @milesdeutscher, @gurgavin, @matthewstoller, @bickerinbrattle, @phillipsce, @thestalwart, @tszzl, @schuldensuehner, @andrewyng, @kimmonismus, @tradingthomas3, @nxthompson, @packym, @tkl_adam, @a_xenop, @jnordvig, @tszzl, @morganb, @0xfoobar, @loopifyyy, @bigbullcap, @andreassteno, @stockmktnewz, @can, @kantrowitz, @jjvincent, @deitaone, @deedydas, @thestalwart, @teroterotero, @linreporting, @prithvir12, @devpatelx6, and @dylan522p
| Samantha Subin / CNBC: |
Nvidia's stock drops 16.86%, closing at $118.58, dropping nearly $600B in market cap, more than twice as much as any US company has ever dropped in a single day — Nvidia lost close to $600 billion in market cap on Monday, the biggest drop for any company on a single day in U.S. history.| Kif Leswing / CNBC: |
Nvidia calls DeepSeek's work “an excellent AI advancement”, reiterating “inference requires significant numbers of NVIDIA GPUs and high-performance networking” — Nvidia called DeepSeek's R1 model “an excellent AI advancement,” despite the Chinese startup's emergence causing …
More: CNN, Business Insider, Bloomberg, Australian Financial Review, Time, Axios, Nikkei Asia, USA Today, The Motley Fool Australia, Tech Startups, Fox Business, PC Gamer, Futurism, Sinocism, The Motley Fool, TweakTown, Reuters, Forbes, Hackaday, Yahoo Finance, Times of India, Austin American-Statesman, The West Australian, UnHerd, and Wall Street Pit
X: @firstadopter, @fchollet, @morningbrew, @matthewherper, and @morningbrew
| Kyle Wiggers / TechCrunch: |
DeepSeek debuts a family of multimodal, MIT-licensed open-source models including Janus-Pro-7B, which it claims beats OpenAI's DALL-E 3 in GenEval and DPG-Bench — DeepSeek, the viral AI company, has released a new set of multimodal AI models that it claims can outperform OpenAI's DALL-E 3.
More: GitHub, Decrypt, The Register, Hugging Face, Mashable, The Stack, TweakTown, and Seeking Alpha
X: @iruletheworldmo, @benioff, @minimaxir, @nomaditsu, @avrecum, @rowancheung, @samanthaladuc, @suhail, @3xcalibaneur, @emollick, @brianroemmele, @rohanpaul_ai, @casper_hansen_, @kimmonismus, @deedydas, and @iscienceluvr
Forums: Hacker News, r/technology, r/LocalLLaMA, and Slashdot
| Hayden Field / CNBC: |
DeepSeek says it's temporarily limiting new user registrations “due to large-scale malicious attacks” on its services — DeepSeek on Monday said it would temporarily limit user registrations “due to large-scale malicious attacks” on its services, though existing users will be able to log in as usual.
More: DeepSeek Service Status, The Record, The Verge, Financial Express, Business Insider, BleepingComputer, AppleInsider, ZDNET, SmartCompany, Yahoo Finance, MedCity News, The Guardian, RetailWire, 9to5Mac, Associated Press, Techstrong.ai, TechRepublic, Computerworld, TechCrunch, Windows Central, VentureBeat, Hollywood Life, The Daily Hodl, TechRadar, TalkAndroid.com, Engadget, Laptop Mag, The Mirror, Axios, Android Headlines, Mashable, Quartz, Tech Startups, and Wired
| Wired: |
DeepSeek's privacy policy shows broad data collection practices and says user data, along with all the conversations and prompts, is stored on servers in China — Amid ongoing fears over TikTok, Chinese generative AI platform DeepSeek says it's sending heaps of US user data straight to its home country …
Bluesky: @couts. X: @lukedepulford, @lukedepulford, @lukedepulford, @tomtugendhat, @etbrooking, and @billackman
Forums: r/cybersecurity and r/worldnews
| Bloomberg: |
More: Reuters, Bloomberg, The Verge, Washington Post, TechCrunch, South China Morning Post, Fox Business, 9to5Mac, MacRumors, The Information, CNET, Business Insider, ZDNET, Yahoo Finance, PBS NewsHour, Observer, Forbes, The San Francisco Standard, TechRadar, HotHardware, The Verge, NBC News, New York Times, NPR, ABC News, New York Post, CNBC, Tim Kellogg, Fast Company, ITV News, TNW, Barron's Online, Redmond Pie, Interesting Engineering, Quartz, Windows Central, PC Gamer, The Mirror US, Silicon Republic, GreenBot, iPhone in Canada Blog, The Drum, Pocket-lint, Disruption Banking, Neowin, VICE, PYMNTS.com, Thurrott, Cautious Optimism, Spyglass, CryptoSlate, Spyglass, Coinpedia Fintech News, Moneycontrol, South China Morning Post, CGTN, Fortune, Financial Express, TweakTown, The Indian Express, Android Authority, and TechCrunch
X: @pmarca, @pmarca, @satyanadella, @kobeissiletter, @clementdelangue, @pgelsinger, @bgurley, @vivekgramaswamy, @jack, @luke_metro, @peterwildeford, @aravsrinivas, @natolambert, @chrisjbakke, @matthewclifford, @alex_dreyfus, @ns123abc, @jenzhuscott, @danprimack, @oren_cass, @emollick, @mattprd, @jasminewsun, @dhh, @tszzl, @emollick, @linusekenstam, @jasonhickel, @matthewstoller, @fiberedskies, @thestalwart, @steve_sailer, @thechiefnerd, @pet3rpan_, @emollick, @mervenoyann, @dlacalle_ia, @turnernovak, @bonegpt, @theobertram, @refsrc, @ruima, @ercwl, @trungtphan, @deepakshenoy, @grummz, @gfodor, @thestalwart, @birdyword, @shaunrein, @boriquagato, @paulskallas, @signulll, @ananayarora, @mattbruenig, @john_j_brown, @tunguz, @emptywheel, @goth600, @benthompson, @thestalwart, @noahpinion, @growing_daniel, @wayne_culbreth, @mattturck, @thestalwart, @mattyglesias, @mxtaverse, @qtnx_, @sentdex, @tphuang, @angelusm0rt1s, @joshuakushner, @quantian1, @sstapczynski, @parikpatelcfa, @calilyliu, @pmarca, @aravsrinivas, @garrytan, @levie, @stevesi, @yacinemtb, @mattturck, @omooretweets, @growing_daniel, @qtrresearch, @benioff, @signulll, @nic__carter, @richlightshed, @danprimack, @joannastern, @miles_brundage, @teroterotero, and @teroterotero
Forums: Hacker News, r/apple, r/economicCollapse, r/LocalLLaMA, and r/singularity
| Bloomberg: |
Trump vows to impose tariffs on foreign semiconductors in the “near future”, calls DeepSeek's AI progress “a positive” and “a wake-up call” for US industries — President Donald Trump said he would soon impose tariffs on foreign pharmaceuticals …
More: Reuters, Forbes, and Wall Street Journal
Bluesky: @schumer.senate.gov and @schumer.senate.gov
X: @autismcapital, @acyn, and @davidsacks
| Ben Thompson / Stratechery: |
An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, impact on Nvidia, AGI, and more — It's Monday, January 27. Why haven't you written about DeepSeek yet? — I did! I wrote about R1 last Tuesday.
More: The Hill, New York Times, Washington Examiner, The Guardian, Yahoo Finance, Fast Company, Times of India, CyberScoop, Redmonk, Bloomberg, Livewire Markets, The Register, The Next Platform, Wall Street Journal, CBS News, Quartz, Proactive, PaymentSecurity.io, InformationWeek, REACTION, The Wrap, The Standard, and Financial Times
Bluesky: @mims and @edzitron.com
Threads: @lessin and @carnage4life
X: @trungtphan, @_karenhao, @benbajarin, @borrowed_ideas, @pietergaricano, @stratechery, @scottgottliebmd, @benthompson, and @fernandp. LinkedIn: McGee Young. Forums: r/neoliberal
| 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 release last Monday has sent shockwaves through the AI community, disrupting assumptions about what's required to achieve cutting-edge AI performance.
More: BBC, Bloomberg, Ars Technica, SC Media, Big Technology, China Academy, Constellation Research, Android Headlines, Forbes, Mashable, AIwire, Unite.AI, and Hackster.io
X: @deedydas, @morganb, @itsolelehmann, @emollick, @teknium1, @emostaque, @rakyll, @wordgrammer, @0xkarmatic, @morganb, @morganb, @beeple, @ananayarora, @morganb, @snowmaker, @morganb, @firstadopter, @pitdesi, @morganb, @morganb, @natfriedman, @arithmoquine, and @theshortbear. LinkedIn: David I.. Forums: r/technews
| Dan Primack / Axios: |
More: Gizmodo, Futurism, Reuters, and Finbold
Bluesky: @mims, @anildash.com, @anildash.com, @anildash.com, @marypcbuk, and @anildash.com. Threads: @parkert
X: @garrytan and @stevenheidel
| Bloomberg: |
More: Unchained, BBC, Business Insider, TipRanks Financial, ZeroHedge News, Mashable, Windows Central, itprotoday, TechRadar, Seeking Alpha, and The Sun
Bluesky: @edzitron.com, @niedermeyer.online, @niedermeyer.online, @niedermeyer.online, and @niedermeyer.online
X: @thestalwart, @sparkycollier, @devahaz, @danprimack, and @thestalwart
| Steven Sinofsky / @stevesi: |
More: Fierce Network, The Information, and Wall Street Journal
Bluesky: @hern, @hern, @hern, and @airnomad1
| Brian Heater / TechCrunch: |
Google open sources PebbleOS, paving the way for more smartwatch hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch — Four years after launching the (then) most lucrative crowdfunding campaign in Kickstarter's history, Pebble abruptly ended.| Kyle Wiggers / TechCrunch: |
Meta says Meta AI will now use account info from across Meta's apps to give personalized suggestions; users can also ask Meta AI to “remember” specific things — Meta says that it is rolling out improvements to Meta AI, its cross-platform chatbot, including the ability have the bot “remember” details from conversations.
More: Meta, SiliconANGLE, The Verge, Engadget, RetailWire, Android Headlines, iPhone in Canada Blog, MediaPost, Social Media Today, GSMArena.com, and Android Central
Bluesky: @daviddemchuk.com. Mastodon: @jonny@neuromatch.social. Threads: @wongmjane. Forums: Slashdot
| Kif Leswing / CNBC: |
Apple releases iOS 18.3, iPadOS 18.3, and macOS 15.3, enabling Apple Intelligence by default on supported devices but disabling AI summaries for news apps — Apple on Monday released a software update for iPhones, iPads and Macs that turns Apple Intelligence on by default for users with supported devices.
More: TechCrunch, MacRumors, MacRumors, PCMag, BleepingComputer, Security Affairs, PYMNTS.com, Ars Technica, Wired, 9to5Mac, Gizmodo, The Eclectic Light Company, CNET, AppleInsider, 9to5Mac, Appleosophy, TechRadar, The Pinnacle Gazette, VICE, How-To Geek, Tom's Guide, MobileSyrup, Forbes, Neowin, iDeviceHelp on YouTube, zollotech on YouTube, Stephen Robles on YouTube, ZDNET, CNET, Thurrott, CNET, WSB-TV, 9to5Mac, Forbes, The Verge, 9meters, MacStories, The Apple Post, 9to5Mac, How-To Geek, BGR, iDownloadBlog.com, Android Headlines, mjtsai.com, AppleInsider, AppleInsider, Wccftech, Redmond Pie, iDownloadBlog.com, Revista Merca2.0, CNET, Breaking Latest News Today, Engadget, iClarified, CNET, AppleInsider, The Eclectic Light Company, iClarified, iPhone in Canada Blog, Brandon Butch on YouTube, MacRumors, Cult of Mac, BGR, iClarified, 9to5Mac, mjtsai.com, mjtsai.com, and The Express Tribune
Bluesky: @daniloc.xyz. Mastodon: @dnanian@mas.to. Threads: @mgsiegler. X: @zollotech, @nandoprince93, @ispeedtestos, @markgurman, and @brandonbutch
Forums: r/apple and MacRumors Forums
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