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January 27, 2025, 12:35 PM
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memeorandum
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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: Bloomberg, Reuters, Ars Technica, Entrepreneur, Computerworld, Android Authority, CNET, 9to5Mac, MacRumors, Thurrott, Yahoo Finance, Mashable, Tim Kellogg, The Verge, VICE, NPR, Quartz, The Drum, Barron's Online, ABC News, Business Insider, Pocket-lint, Futurism, The Mac Observer, TechCrunch, New York Times, FX Empire, CGTN, South China Morning Post, CryptoSlate, Coinpedia Fintech News, Fortune, Spyglass, Forbes, Spyglass, Cautious Optimism, The Economic Times, Financial Express, Fox Business, Semafor, Moneycontrol, TweakTown, Android Authority, The Indian Express, The Japan Times, Seeking Alpha, The Decoder, Livemint, and TechNode
Bluesky: @mgsiegler.com. Threads: @luokai. X: @pmarca, @pmarca, @satyanadella, @birdyword, @danprimack, @oren_cass, @peterwildeford, @mattyglesias, @thestalwart, @thestalwart, @thestalwart, @pgelsinger, @fiberedskies, @kobeissiletter, @natolambert, @sentdex, @benthompson, @angelusm0rt1s, @matthewclifford, @ercwl, @alex_dreyfus, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @boriquagato, @danprimack, @teroterotero, @emollick, @mattprd, @qtrresearch, @signulll, @jasminewsun, @paulskallas, @mattturck, @signulll, @ananayarora, @chrisjbakke, @pmarca, @mattbruenig, @john_j_brown, @tunguz, @emptywheel, @omooretweets, @luke_metro, @nic__carter, @tszzl, @emollick, @garrytan, @goth600, @linusekenstam, @jasonhickel, @matthewstoller, @growing_daniel, @levie, @growing_daniel, @thestalwart, @wayne_culbreth, @steve_sailer, @mattturck, @thechiefnerd, @pet3rpan_, @emollick, @mxtaverse, @mervenoyann, @dlacalle_ia, @turnernovak, @joannastern, @bonegpt, @qtnx_, @tphuang, @benioff, @stevenheidel, @yacinemtb, @richlightshed, @joshuakushner, @aravsrinivas, @vivekgramaswamy, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
| Financial Times: |
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 16%+, AVGO down 17%+, TSM down 14%+, AMD down 5%+, ASML down 6%+, and MSFT down 3%+ — Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances …
More: CNBC, TechCrunch, The Block, Breitbart, Yahoo Finance, Bloomberg, How-To Geek, CNBC, The Guardian, Associated Press, Bloomberg, New York Times, PYMNTS.com, Engadget, Bloomberg, Hindustan Times, Livemint, Bloomberg, MacStories, Protos, Metro.co.uk, New York Post, Bloomberg, Semafor, Wall Street Pit, Dow Jones Newswires, Bloomberg, Blockonomi, Marcus on AI, and CNBC
Threads: @benedictevans, @yannlecun, @tomgara, and @vthallam
X: @tradingthomas3, @matthewstoller, @deedydas, @bigbullcap, @garrytan, @tkl_adam, @prithvir12, @milesdeutscher, @a_xenop, @jnordvig, @tszzl, @0xfoobar, @gurgavin, @loopifyyy, @andreassteno, @stockmktnewz, @devpatelx6, @bickerinbrattle, @can, @dylan522p, @linreporting, @thestalwart, @tszzl, @schuldensuehner, @jjvincent, @deitaone, @kimmonismus, @thestalwart, and @packym
| 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.| 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: 404 Media, Financial Times, Yahoo Finance, The Wrap, The Standard, InformationWeek, Fox Business, Channel Futures, FXStreet, CBS News, Neowin, Barron's Online, The Times, News18, The Mirror US, Livemint, Software Synthesis, International Business Times, The Economic Times, Business Insider, DeepSeek Service Status, and Forbes
X: @stratechery, @pietergaricano, and @benbajarin
| 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.| Dan Primack / Axios: |
DeepSeek could be an extinction-level event for venture capital firms that went all-in on foundational model companies; investors say they are not panicking — - It's an open-source project hatched by a hedge fund, which at least for now seems aimed at developers instead of at enterprises or consumers.| 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
| Bloomberg: |
DeepSeek shows the complete lack of lock-in that any of these chatbots have, and such a powerful model coming from China may cement “AGI” as a national project — - The arrival of such a powerful model coming out of China has the potential to cement the narrative that the race to achieve …
More: Business Insider, The Economic Times, The Sun, Neowin, FX Empire, Mashable, TechRadar, Yahoo Finance, Barron's Online, Quartz, TRT WORLD, Gizchina.com, Business Today, Hindustan Times, DeepSeek Service Status, and Forbes
Bluesky: @niedermeyer.online, @niedermeyer.online, @niedermeyer.online, and @niedermeyer.online
X: @thestalwart and @thestalwart
| The Information: |
More: PCMag, Wall Street Journal, Silicon Republic, Axios, Bloomberg, Quartz, Laptop Mag, ITPro, AIM Media House, Sherwood News, CNBC, Forbes, The Indian Express, The Decoder, and TipRanks Financial
Bluesky: @elkmovie, @prietschka, and @wademinter.com
X: @modestproposal1, @finbarrtimbers, @brij, @wordgrammer, @jasonprompts, @mark_k, @steph_palazzolo, and @matthewstoller. Forums: r/technology
| 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: Associated Press, Reuters, New York Post, TechCrunch, AzerNews, Kidscreen, BGR, TechSpot, Music Ally, Quartz, The Decoder, TipRanks Financial, Proactive, Music Business Worldwide, Android Headlines, Affiverse, PYMNTS.com, Anadolu Ajansı …, The Mirror US, The Week, The Rundown AI, Asia Financial, Neowin, Mobile World Live, CBS News, The Indian Express, Digital Music News, NewsBytes, Verdict, Livemint, The Independent, Sherwood News, Wall Street Pit, Hindustan Times, Tech in Asia, Deccan Herald, and Spyglass
Bluesky: @tappedlands.com and @tyleraking.com
Forums: r/news, r/technology, and r/technews
| 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, Watcher Guru, The Indian Express, Inc42 Media, Verdict, and Tech in Asia
| 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| Stephen Morris / Financial Times: |
At Davos, AI leaders clashed over safety concerns and the $100B Stargate project; Demis Hassabis and Anthropic co-founder Dario Amodei reiterated stark warnings — Top tech leaders at Davos such as DeepMind's Demis Hassabis and Meta's Yann LeCun in fiery debateSponsor Posts
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Zoho:
Connecting, collaborating, and growing: Zoho Mail 2025 wrap-up — Your inbox has been home to a lot this year—quick updates, long threads, approvals, reminders, and the occasional late-night draft you weren't sure about.
Connecting, collaborating, and growing: Zoho Mail 2025 wrap-up — Your inbox has been home to a lot this year—quick updates, long threads, approvals, reminders, and the occasional late-night draft you weren't sure about.
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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.
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