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January 27, 2025, 1:33 PM
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Mediagazer
memeorandum
WeSmirchTop News
| Financial Times: |
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, AVGO down 19%+, TSM down 14%+, AMD down 6%+, ASML down 7%+, 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: CNN, CNBC, TechCrunch, Bloomberg, The Block, SiliconANGLE, Breitbart, Yahoo Finance, CNBC, The Guardian, How-To Geek, Associated Press, New York Times, Bloomberg, Bloomberg, PYMNTS.com, Associated Press, Neowin, Quartz, Deseret News, Engadget, Bloomberg, Hindustan Times, Livemint, MacStories, Metro.co.uk, Protos, Bloomberg, Semafor, Wall Street Pit, Dow Jones Newswires, Bloomberg, Marcus on AI, and CNBC
Bluesky: @andrewwrites and @andrewwrites
Threads: @benedictevans, @tomgara, @vthallam, and @yannlecun
X: @tradingthomas3, @matthewstoller, @deedydas, @garrytan, @tkl_adam, @prithvir12, @milesdeutscher, @a_xenop, @jnordvig, @tszzl, @morganb, @0xfoobar, @gurgavin, @loopifyyy, @bigbullcap, @andreassteno, @stockmktnewz, @devpatelx6, @bickerinbrattle, @can, @dylan522p, @linreporting, @thestalwart, @tszzl, @schuldensuehner, @jjvincent, @deitaone, @kimmonismus, @thestalwart, and @packym
| 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, The Verge, Ars Technica, Entrepreneur, Computerworld, CNET, 9to5Mac, MacRumors, Yahoo Finance, Mashable, Thurrott, New York Post, Tim Kellogg, Quartz, Digit, TechRadar, VICE, NPR, iPhone in Canada Blog, The Drum, Barron's Online, ABC News, Pocket-lint, Futurism, Business Insider, Moneycontrol, Fast Company, CGTN, South China Morning Post, CryptoSlate, Coinpedia Fintech News, New York Times, The Mac Observer, FX Empire, Blockonomi, Spyglass, Spyglass, Cautious Optimism, Forbes, The Economic Times, Fortune, Financial Express, Fox Business, Semafor, TechCrunch, TweakTown, Android Authority, The Indian Express, The Japan Times, Seeking Alpha, and The Decoder
Bluesky: @mgsiegler.com. Threads: @luokai. X: @pmarca, @pmarca, @satyanadella, @birdyword, @danprimack, @kobeissiletter, @natolambert, @oren_cass, @peterwildeford, @mattyglesias, @aravsrinivas, @thestalwart, @thestalwart, @matthewclifford, @ercwl, @alex_dreyfus, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @thestalwart, @shaunrein, @miles_brundage, @pgelsinger, @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, @benthompson, @jasonhickel, @matthewstoller, @growing_daniel, @levie, @growing_daniel, @fiberedskies, @thestalwart, @wayne_culbreth, @steve_sailer, @mattturck, @thechiefnerd, @pet3rpan_, @emollick, @mxtaverse, @mervenoyann, @dlacalle_ia, @turnernovak, @joannastern, @bonegpt, @qtnx_, @sentdex, @tphuang, @benioff, @stevenheidel, @yacinemtb, @angelusm0rt1s, @richlightshed, @joshuakushner, @vivekgramaswamy, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
| 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.| 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, Forbes, China Academy, NBC News, Quartz, Capital Brief, Mashable, Hackster.io, CNBC, The Motley Fool, MediaPost, Yahoo Finance, Wall Street Journal, The Register, Tomasz Tunguz, Fortune, PC Gamer, Tom's Guide, BGR, NewsBytes, The Times, TechSpot, Search Engine Journal, Pivot to AI, LewRockwell, and Verdict
| 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, Wall Street Journal, Nikkei Asia, Yahoo Finance, The Wrap, The Standard, BankInfoSecurity.com, InformationWeek, Channel Futures, Fox Business, FXStreet, CBS News, Neowin, Barron's Online, The Times, News18, The Mirror US, Livemint, International Business Times, Software Synthesis, The Economic Times, Business Insider, DeepSeek Service Status, and Forbes
X: @benbajarin, @pietergaricano, and @stratechery
| 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: The Verge, Computerworld, Windows Central, TechCrunch, Android Authority, The Economic Times, Engadget, The Register, The Mirror, Gizmodo, Bloomberg, Quartz, TechRadar, Wired, Forbes, Hackread, Livemint, WinBuzzer, Tech Startups, Neowin, Hollywood Life, GB News, Fortune, TalkAndroid.com, Business Today, TechNode, Anadolu Ajansı …, GreenBot, PhoneArena, The Independent, Pandaily, Barron's Online, TheCable, Tech in Asia, and NewsBytes
| 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.
More: Finbold and Tech in Asia
Bluesky: @marypcbuk, @anildash.com, @anildash.com, @mims, @anildash.com, and @anildash.com. X: @garrytan
| 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
Bluesky: @airnomad1. X: @scottbelsky, @stevenloi, @johnmccrea, @eduardk, @bharatvasan, and @simonvlc
| Bloomberg: |
More: Business Insider, Deadline, The Economic Times, The Sun, CoinGape, FX Empire, Barron's Online, Mashable, Yahoo Finance, Capital Brief, TechRadar, 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: @danprimack, @devahaz, @thestalwart, and @thestalwart
| The Information: |
More: Financial Express, PCMag, Wall Street Journal, Silicon Republic, Axios, Tom's Guide, Forbes, Fortune, Globe and Mail, Bloomberg, ITPro, Laptop Mag, AIM Media House, Sherwood News, CNBC, The Decoder, TipRanks Financial, and The Indian Express
Bluesky: @elkmovie, @prietschka, and @wademinter.com
X: @modestproposal1, @finbarrtimbers, @brij, @wordgrammer, @jasonprompts, @mark_k, @steph_palazzolo, and @matthewstoller. Forums: r/technology
| 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.| 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, Washington Examiner, New York Post, TechCrunch, AzerNews, Kidscreen, BGR, TechSpot, Quartz, Music Ally, The Decoder, Proactive, Music Business Worldwide, Android Headlines, Affiverse, PYMNTS.com, Anadolu Ajansı …, The Mirror US, The Rundown AI, Asia Financial, Mobile World Live, The Week, Neowin, TipRanks Financial, The Indian Express, Digital Music News, NewsBytes, Verdict, CBS News, Livemint, Sherwood News, The Independent, 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: Financial Express, Reuters, Computerworld, Watcher Guru, The Indian Express, Forbes, Inc42 Media, Verdict, and Tech in Asia
| Bloomberg: |
Sources: some banks led by Morgan Stanley are in talks to sell up to $3B of senior secured debt tied to Twitter's buyout, boosted by a claim to a ~$6B xAI stake — - Morgan Stanley leads lenders selling debt tied to X buyout — Creditors said to be told they'll have claim to AI stakeSponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Command Line:
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
Zoho:
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
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.
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