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January 27, 2025, 9:30 AM
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| Financial Times: |
US tech stocks fall sharply pre-market over DeepSeek worries, with NVDA down 10%+ and META and MSFT down 3%; ASML fell 9%+; Japanese chip companies also dropped — Start-up's model raises questions about need for huge western hardware investment — Tech stocks fell sharply on Monday …
More: CNBC, TechCrunch, Bloomberg, Engadget, New York Times, Bloomberg, The Guardian, Fortune, Metro.co.uk, New York Post, Yahoo Finance, Wall Street Pit, The Times, ZeroHedge News, Semafor, The Independent, Wall Street Journal, Marcus on AI, City A.M., Bloomberg, Bloomberg, Dow Jones Newswires, CNBC, and MarketWatch
X: @can, @tszzl, @bickerinbrattle, @packym, @thestalwart, @kimmonismus, @a_xenop, @jjvincent, @garrytan, @0xfoobar, @tkl_adam, @prithvir12, @milesdeutscher, @jnordvig, @gurgavin, @loopifyyy, @andreassteno, @devpatelx6, @dylan522p, @linreporting, @thestalwart, @tszzl, @schuldensuehner, and @deitaone
Forums: r/technology, r/neoliberal, r/worldnews, r/wallstreetbets, r/Economics, and Slashdot
| 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, TechCrunch, 9to5Mac, Android Authority, The Verge, Bloomberg, MacRumors, Tim Kellogg, Mashable, Irish Independent, New York Times, TechNode, Cautious Optimism, en.ain.ua, Spyglass, International Business Times, TheCable, Semafor, The Boston Globe, Coinpedia Fintech News, CGTN, Fox Business, Blockonomi, South China Morning Post, Moneycontrol, TweakTown, Fortune, Forbes, Android Authority, Financial Express, The Indian Express, CryptoSlate, Spyglass, The Economic Times, The Japan Times, Seeking Alpha, The Decoder, and Livemint
Bluesky: @mgsiegler.com. Threads: @luokai. X: @pmarca, @pmarca, @joshuakushner, @signulll, @matthewstoller, @thechiefnerd, @mattbruenig, @tunguz, @wayne_culbreth, @vivekgramaswamy, @jasonhickel, @dlacalle_ia, @growing_daniel, @emptywheel, @boriquagato, @paulskallas, @tphuang, @thestalwart, @satyanadella, @qtnx_, @natolambert, @ns123abc, @jasminewsun, @tszzl, @emollick, @emollick, @mattturck, @matthewclifford, @ercwl, @alex_dreyfus, @kobeissiletter, @trungtphan, @deepakshenoy, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @danprimack, @teroterotero, @mattprd, @qtrresearch, @signulll, @mattturck, @ananayarora, @chrisjbakke, @pmarca, @john_j_brown, @omooretweets, @luke_metro, @nic__carter, @garrytan, @goth600, @linusekenstam, @growing_daniel, @levie, @steve_sailer, @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/LocalLLaMA, and r/singularity
| 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: BBC, NBC News, Capital Brief, The Standard, Business Today, Benzinga, Business Insider, Barron's Online, The Register, Ghacks, Financial Times, Anadolu Ajansı …, Pivot to AI, Mashable, The Times, TechSpot, The Independent, Tom's Guide, NewsBytes, LewRockwell, WinBuzzer, 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: Forbes, Axios, 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: |
An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more — It's Monday, January 27. Why haven't your written about DeepSeek yet? — I did! I wrote about R1 last Tuesday.
| 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, The Decoder, Anadolu Ajansı …, The Rundown AI, Proactive, The Independent, TipRanks Financial, NewsBytes, Android Headlines, The Mirror US, The Week, The Indian Express, 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, Affiverse, Mashable, 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
| 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.| Bloomberg: |
A profile of French health insurer Alan's CEO Jean Charles Samuelian-Werve, a Mistral board member who claims credit for securing 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 valuationSponsor Posts
Command Line:
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce 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 & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Great Chat:
The launch industrial complex
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Big Technology Podcast:
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Larry Ellison's Media Ambitions & Kevin Roose on AI's Biggest Gamble
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Sources:
Reflection's founders on building a DeepSeek of the West
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
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