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January 27, 2025, 8:25 PM
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| Financial Times: |
Tech stocks fall sharply over DeepSeek concerns, with MRVL down 19.1%, ORCL down 13.8%, AVGO down 17.4%, TSM down 13.3%, AMD down 6.4%, and ASML down 5.8% — Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’ — Technology stocks tumbled on Monday …
More: TechCrunch, CNBC, Daring Fireball, Bloomberg, New York Times, Bloomberg, Reuters, The Block, CNBC, Australian Financial Review, Quartz, Financial Express, Yahoo Finance, The Boston Globe, Daily Herald, SiliconANGLE, Associated Press, Yahoo Finance, How-To Geek, The Block, Shacknews, Bloomberg, Metro.co.uk, Deseret News, Marcus on AI, Bloomberg, Bloomberg, Dow Jones Newswires, CNBC, and Bloomberg
Bluesky: @karlbode.com, @andrewwrites, @tcarmody, and @andrewwrites
Threads: @sre.chakra.yeddula, @carnage4life, @yannlecun, @carnage4life, @tomgara, @vthallam, @benedictevans, and @yannlecun
X: @avichal, @martin_casado, @davidsacks, @ericvishria, @garymarcus, @petermallouk, @amasad, @maxwinebach, @jessesingal, @supbagholder, @noahpinion, @kantrowitz, @meghanbobrowsky, @garrytan, @bayeslord, @gurgavin, @matthewstoller, @bickerinbrattle, @phillipsce, @thestalwart, @tszzl, @schuldensuehner, @andrewyng, @kimmonismus, @tradingthomas3, @nxthompson, @packym, @thecryptolark, @tkl_adam, @a_xenop, @jnordvig, @tszzl, @cernovich, @0xfoobar, @loopifyyy, @bigbullcap, @andreassteno, @stockmktnewz, @can, @kantrowitz, @denny_zhou, @jjvincent, @deitaone, @deedydas, @thestalwart, @teroterotero, @morganb, @milesdeutscher, @linreporting, @prithvir12, @devpatelx6, and @dylan522p
| Samantha Subin / CNBC: |
Nvidia's stock drops 16.86%, closing at $118.58, losing nearly $600B in market cap, more than twice as much as any US company has ever 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.| 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 …
More: CNN, Business Insider, Bloomberg, Australian Financial Review, Time, Reuters, Axios, Nikkei Asia, USA Today, The Motley Fool Australia, Seeking Alpha, Tech Startups, Futurism, Sinocism, Fox Business, The Motley Fool, PC Gamer, TweakTown, Yahoo Finance, Times of India, The West Australian, UnHerd, Wall Street Pit, Austin American-Statesman, and Hackaday
Bluesky: @quinnypig.com. X: @morningbrew, @matthewherper, @fchollet, @firstadopter, and @morningbrew
| Bloomberg: |
Trump vows to impose tariffs on foreign semiconductors in the “near future”, 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 …
More: Reuters, Forbes, and Wall Street Journal
Bluesky: @firstadopter, @simli, @schumer.senate.gov, and @schumer.senate.gov
X: @autismcapital and @acyn
| 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.
More: GitHub, Decrypt, The Register, Hugging Face, Mashable, The Stack, TweakTown, and Seeking Alpha
X: @iruletheworldmo, @benioff, @rowancheung, @samanthaladuc, @suhail, @minimaxir, @3xcalibaneur, @emollick, @nomaditsu, @brianroemmele, @rohanpaul_ai, @casper_hansen_, @kimmonismus, @avrecum, @deedydas, and @iscienceluvr
Forums: Hacker News, r/LocalLLaMA, r/technology, and Slashdot
| Hayden Field / CNBC: |
More: DeepSeek Service Status, The Verge, The Record, Business Insider, Financial Express, BleepingComputer, SmartCompany, AppleInsider, ZDNET, Yahoo Finance, MedCity News, RetailWire, TechRepublic, Computerworld, The Guardian, Techstrong.ai, Associated Press, TechCrunch, 9to5Mac, Hollywood Life, The Daily Hodl, Windows Central, TechRadar, TalkAndroid.com, Engadget, Laptop Mag, The Mirror, Axios, VentureBeat, Android Headlines, Mashable, Quartz, Tech Startups, and Wired
| Wired: |
Bluesky: @couts. X: @lukedepulford, @lukedepulford, @lukedepulford, @tomtugendhat, @etbrooking, and @billackman
Forums: r/cybersecurity and r/worldnews
| Bloomberg: |
More: Bloomberg, Reuters, The Verge, South China Morning Post, Washington Post, OSnews, TechCrunch, 9to5Mac, MacRumors, Fox Business, Yahoo Finance, The Information, PBS NewsHour, TechRadar, CNET, Business Insider, The San Francisco Standard, ZDNET, Observer, Forbes, NBC News, New York Times, NPR, HotHardware, ABC News, New York Post, The Verge, CNBC, ITV News, Fast Company, Tim Kellogg, TNW, Barron's Online, Redmond Pie, Interesting Engineering, Quartz, PC Gamer, The Mirror US, Silicon Republic, GreenBot, iPhone in Canada Blog, The Drum, Pocket-lint, Disruption Banking, Neowin, VICE, PYMNTS.com, Thurrott, Spyglass, CryptoSlate, Spyglass, Coinpedia Fintech News, Moneycontrol, South China Morning Post, CGTN, Fortune, Financial Express, TweakTown, The Indian Express, Android Authority, and TechCrunch
X: @pmarca, @pmarca, @satyanadella, @kobeissiletter, @clementdelangue, @pgelsinger, @vivekgramaswamy, @bgurley, @luke_metro, @peterwildeford, @natolambert, @chrisjbakke, @matthewclifford, @alex_dreyfus, @ns123abc, @aravsrinivas, @jenzhuscott, @danprimack, @oren_cass, @emollick, @mattprd, @jasminewsun, @dhh, @tszzl, @emollick, @linusekenstam, @jasonhickel, @matthewstoller, @fiberedskies, @thestalwart, @steve_sailer, @thechiefnerd, @pet3rpan_, @emollick, @mervenoyann, @dlacalle_ia, @turnernovak, @bonegpt, @theobertram, @refsrc, @ruima, @ercwl, @trungtphan, @deepakshenoy, @grummz, @gfodor, @thestalwart, @birdyword, @shaunrein, @boriquagato, @paulskallas, @signulll, @ananayarora, @mattbruenig, @john_j_brown, @tunguz, @emptywheel, @goth600, @benthompson, @thestalwart, @noahpinion, @growing_daniel, @wayne_culbreth, @mattturck, @thestalwart, @mattyglesias, @mxtaverse, @qtnx_, @sentdex, @tphuang, @angelusm0rt1s, @joshuakushner, @quantian1, @sstapczynski, @jack, @parikpatelcfa, @calilyliu, @pmarca, @aravsrinivas, @garrytan, @levie, @stevesi, @yacinemtb, @mattturck, @omooretweets, @growing_daniel, @qtrresearch, @benioff, @signulll, @nic__carter, @richlightshed, @danprimack, @joannastern, @miles_brundage, @teroterotero, and @teroterotero
Forums: Hacker News, r/apple, r/economicCollapse, r/LocalLLaMA, and r/singularity
| 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: The Hill, New York Times, Yahoo Finance, The Guardian, Washington Examiner, Sydney Morning Herald, Fast Company, Times of India, Bloomberg, The Register, Livewire Markets, Redmonk, CyberScoop, The Next Platform, CBS News, Wall Street Journal, Quartz, Proactive, PaymentSecurity.io, InformationWeek, REACTION, The Wrap, The Standard, and Financial Times
Bluesky: @mims and @edzitron.com
Threads: @roccobasilico, @lessin, and @carnage4life
X: @emollick, @trungtphan, @_karenhao, @benbajarin, @borrowed_ideas, @pietergaricano, @stratechery, @scottgottliebmd, @benthompson, and @fernandp. LinkedIn: McGee Young. Forums: r/neoliberal
| 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 release last Monday has sent shockwaves through the AI community, disrupting assumptions about what's required to achieve cutting-edge AI performance.
More: BBC, Ars Technica, Bloomberg, SC Media, Big Technology, China Academy, Reuters, Scientific American, Forbes, Constellation Research, Android Headlines, Mashable, Unite.AI, and Hackster.io
X: @deedydas, @morganb, @itsolelehmann, @emollick, @teknium1, @emostaque, @rakyll, @wordgrammer, @0xkarmatic, @morganb, @morganb, @beeple, @ananayarora, @morganb, @snowmaker, @firstadopter, @pitdesi, @morganb, @morganb, @morganb, @natfriedman, @arithmoquine, and @theshortbear. LinkedIn: David I.. Forums: r/technews
| Dan Primack / Axios: |
More: PitchBook, Gizmodo, Futurism, Reuters, and Finbold
Bluesky: @mims, @anildash.com, @marypcbuk, @anildash.com, @anildash.com, and @anildash.com. Threads: @parkert
X: @garrytan and @stevenheidel
| Bloomberg: |
More: Unchained, BBC, Blood in the Machine, Business Insider, TipRanks Financial, ZeroHedge News, Mashable, Windows Central, itprotoday, TechRadar, and Seeking Alpha
Bluesky: @edzitron.com, @niedermeyer.online, @niedermeyer.online, @niedermeyer.online, and @niedermeyer.online
X: @thestalwart, @sparkycollier, @devahaz, @danprimack, and @thestalwart
| Steven Sinofsky / @stevesi: |
More: Fierce Network, The Information, and Wall Street Journal
Bluesky: @hern, @hern, @hern, and @airnomad1
| Brian Heater / TechCrunch: |
Google open sources PebbleOS, paving the way for more smartwatch hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch — Four years after launching the (then) most lucrative crowdfunding campaign in Kickstarter's history, Pebble abruptly ended.
More: Google Open Source Blog, Eric Migicovsky's Blog, Ars Technica, Android Authority, OSnews, 9to5Mac, Android Police, Gizmodo, Android Authority, How-To Geek, Engadget, Thurrott, Gadgets & Wearables, Tom's Guide, Android Central, and Droid Life
Mastodon: @flaki@flaki.social. X: @davidsven, @ericmigi, @zacbowden, @ericmigi, @ericmigi, and @bradtgmurray
| Jennifer Elias / CNBC: |
Google says it will change Gulf of Mexico to Gulf of America on Maps after “official government sources” are updated, after Trump signed an EO changing the name — Google said Monday it will change the name of Gulf of Mexico to “Gulf of America” after the government updates its “official government sources.”| 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 — Apple on Monday released a software update for iPhones, iPads and Macs that turns Apple Intelligence on by default for users with supported devices.
More: TechCrunch, MacRumors, MacRumors, Apple Support, BleepingComputer, Security Affairs, Wired, 9to5Mac, PYMNTS.com, The Eclectic Light Company, Gizmodo, Appleosophy, CNET, Ars Technica, AppleInsider, zollotech on YouTube, 9to5Mac, TechRadar, The Pinnacle Gazette, VICE, How-To Geek, iDeviceHelp on YouTube, zollotech on YouTube, MobileSyrup, Neowin, Tom's Guide, WSB-TV, Stephen Robles on YouTube, PCMag, Forbes, The Verge, 9meters, CNET, Thurrott, MacStories, The Apple Post, 9to5Mac, How-To Geek, BGR, iDownloadBlog.com, CNET, Android Headlines, mjtsai.com, AppleInsider, AppleInsider, Wccftech, Redmond Pie, iDownloadBlog.com, Revista Merca2.0, ZDNET, 9to5Mac, CNET, Breaking Latest News Today, Engadget, iClarified, Forbes, CNET, AppleInsider, The Eclectic Light Company, iClarified, iPhone in Canada Blog, Brandon Butch on YouTube, MacRumors, Cult of Mac, BGR, iClarified, 9to5Mac, mjtsai.com, mjtsai.com, and The Express Tribune
Bluesky: @daniloc.xyz. Mastodon: @dnanian@mas.to. Threads: @mgsiegler. X: @zollotech, @nandoprince93, @ispeedtestos, @markgurman, and @brandonbutch
Forums: r/apple and MacRumors Forums
| 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, SiliconANGLE, The Verge, RetailWire, Android Headlines, Engadget, iPhone in Canada Blog, MediaPost, Social Media Today, and GSMArena.com
Bluesky: @daviddemchuk.com. Mastodon: @jonny@neuromatch.social. Threads: @wongmjane. Forums: Slashdot
| 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 — Chinese AI lab DeepSeek might be getting the bulk of the tech industry's attention this week. But one of its top domestic rivals, Alibaba, isn't sitting idly by.
More: Qwen and Simon Willison's Weblog
X: @alibaba_qwen, @gm8xx8, @huybery, @omarsar0, @kimmonismus, @prince_canuma, and @simonw. Forums: r/LocalLLaMA
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