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January 27, 2025, 1:33 PM
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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 …
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
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.
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 …
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 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
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 and The Verge.  Forums: Slashdot
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.
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 …
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 stake

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From Mediagazer

Dominick Mastrangelo / The Hill:
President Trump told reporters “it's imperative” for CNN to be sold: “Any deal it should be guaranteed and certain that CNN is part of it or sold separately”

David Bauder / Associated Press:
The NYT says it won't be deterred in its work after Trump posted on Truth Social that reporting by The NYT and others about his health was “seditious”

Alex Weprin / The Hollywood Reporter:
CBS names Tony Dokoupil as the new anchor of CBS Evening News as part of a major overhaul under Bari Weiss; Dokoupil is currently an anchor on CBS' morning show

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