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January 28, 2025, 9:30 AM
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Top News

Vlad Savov / Bloomberg:
Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases”  —  OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.
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 …
Bloomberg:
Donald Trump vows to put tariffs on foreign chips “in the very near future” and 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 …
Samantha Subin / CNBC:
Nvidia's stock fell 16.86% on January 27, closing at $118.58, losing nearly $600B in market cap, more than twice what any US company has lost 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.
Financial Times:
SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't “a big hit to Nvidia” but “a bigger problem for companies like OpenAI”  —  Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday
Jennifer Elias / CNBC:
Google says it will change Gulf of Mexico to Gulf of America on Maps when “official government sources” are updated, after Trump signed an EO changing the name  —  Google said Monday it will change the name of the Gulf of Mexico to “Gulf of America” in Google Maps …
Wired:
DeepSeek's privacy policy shows broad data collection and says content that users give to its models, like text, audio, and files, 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 …
Kevin Roose / New York Times:
DeepSeek challenges the “bigger is better” narrative driving the AI arms race in recent years and suggests that we may see more investment into smaller startups
Brian Heater / TechCrunch:
Google open sources PebbleOS, paving the way for new third-party hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch, without VC funding  —  Four years after launching the (then) most lucrative crowdfunding campaign in Kickstarter's history, Pebble abruptly ended.
Kyle Wiggers / TechCrunch:
DeepSeek debuts Janus-Pro, a family of multimodal, MIT-licensed open-source models, and says that Janus-Pro-7B 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.
Reece Rogers / Wired:
Hands-on with DeepSeek's free chatbot: the R1 model is powerful, but suffers from rampant hallucinations and lacks some ChatGPT tools like the memory feature
Hayden Field / CNBC:
DeepSeek says it is temporarily limiting new user registrations “due to large-scale malicious attacks” on its services, though existing users can still log in
Casey Newton / Platformer:
Even with DeepSeek's breakthroughs, US tech companies still benefit from their large investments to train more advanced models and meet the resulting demand  —  Programming note: Platformer will be off tomorrow as I welcome a new assistant to help you all with your various customer service and billing questions and get her up to speed.
Bloomberg:
When asked if Microsoft is in discussions to purchase TikTok, Donald Trump told reporters “I would say yes”; Microsoft declined to comment  —  “I would say yes,” Trump told reporters aboard Air Force One when asked if Microsoft is in discussions to purchase the app.  “A lot of interest in TikTok.
Marques Brownlee / Marques Brownlee on YouTube:
Hands-on with Samsung's Project Moohan headset: resembles Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more  —  The Android XR headset with Gemini has some surprisingly cool features that we'll start to see everywhere.Head to BestBuy to get the latest VR or AR tech in-...

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From Mediagazer

New York Times:
Sources: an Iranian-aligned militia in Iraq is seeking the release of several detained militia members in exchange for freeing journalist Shelly Kittleson

Neel Dhanesha / Nieman Lab:
Three independent journalists experiment with a 30-day bundle of their newsletters for $8.50, half the normal price, using a service called Trustfnd

Rick Porter / The Hollywood Reporter:
Netflix averaged 3M viewers for its Opening Night MLB game March 25, a bit short of NBC and Peacock's MLB broadcast the next night, with 3.2M viewers

More News

Wall Street Journal:
A profile of DeepSeek creator Liang Wenfeng, a math geek who founded hedge fund High-Flyer in 2015 and had to apologize to investors about returns in 2021
Benjamin Breen / Res Obscura:
Three case studies using GPT-4o, OpenAI o1, and Claude 3.5 Sonnet for historical research show that the models are now good enough for PhD-level analysis

Earlier Picks

Kyle Wiggers / TechCrunch:
Alibaba's Qwen team releases Qwen2.5-VL, a new series of AI models that can control PCs and phones, as well as perform a number of text and image analysis tasks
Bloomberg:
KuCoin pleads guilty to having an unlicensed money transmitting business, agreeing to ~$300M in fines and forfeitures, in a case brought by US federal attorneys
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
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
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