|
January 27, 2025, 8:05 PM
|
Mediagazer
memeorandum
WeSmirchTop News
| 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, Daily Herald, The Boston Globe, SiliconANGLE, Associated Press, Yahoo Finance, The Block, How-To Geek, 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, @ericvishria, @garymarcus, @petermallouk, @amasad, @maxwinebach, @davidsacks, @jessesingal, @supbagholder, @noahpinion, @kantrowitz, @meghanbobrowsky, @denny_zhou, @thecryptolark, @cernovich, @garrytan, @bayeslord, @gurgavin, @matthewstoller, @bickerinbrattle, @phillipsce, @thestalwart, @tszzl, @schuldensuehner, @andrewyng, @kimmonismus, @tradingthomas3, @nxthompson, @packym, @tkl_adam, @a_xenop, @jnordvig, @tszzl, @morganb, @0xfoobar, @loopifyyy, @bigbullcap, @andreassteno, @stockmktnewz, @can, @kantrowitz, @jjvincent, @deitaone, @deedydas, @thestalwart, @teroterotero, @milesdeutscher, @linreporting, @prithvir12, @devpatelx6, and @dylan522p
| 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, Reuters, Time, Axios, Nikkei Asia, USA Today, The Motley Fool Australia, Tech Startups, Fox Business, Futurism, Sinocism, The Motley Fool, PC Gamer, TweakTown, Forbes, Yahoo Finance, Times of India, The West Australian, UnHerd, Wall Street Pit, Austin American-Statesman, and Hackaday
Bluesky: @quinnypig.com. X: @firstadopter, @morningbrew, @matthewherper, @fchollet, and @morningbrew
| Samantha Subin / CNBC: |
Nvidia's stock drops 16.86%, closing at $118.58, dropping nearly $600B in market cap, more than twice as much as any US company has ever dropped 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.| 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, @minimaxir, @nomaditsu, @avrecum, @samanthaladuc, @suhail, @3xcalibaneur, @emollick, @brianroemmele, @rohanpaul_ai, @casper_hansen_, @kimmonismus, @deedydas, and @iscienceluvr
Forums: Hacker News, r/LocalLLaMA, r/technology, and Slashdot
| 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: DeepSeek Service Status, The Verge, The Record, Business Insider, Financial Express, BleepingComputer, ZDNET, SmartCompany, AppleInsider, Yahoo Finance, MedCity News, RetailWire, The Guardian, TechRepublic, Computerworld, Techstrong.ai, Associated Press, 9to5Mac, TechCrunch, Windows Central, VentureBeat, Hollywood Life, The Daily Hodl, TechRadar, TalkAndroid.com, Engadget, Laptop Mag, The Mirror, Axios, 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, Washington Post, OSnews, TechCrunch, South China Morning Post, 9to5Mac, MacRumors, Fox Business, The Information, CNET, Yahoo Finance, Business Insider, ZDNET, PBS NewsHour, TechRadar, The San Francisco Standard, Observer, Forbes, NBC News, HotHardware, New York Times, The Verge, NPR, ABC News, New York Post, CNBC, ITV News, Fast Company, Tim Kellogg, TNW, Barron's Online, Redmond Pie, Interesting Engineering, Quartz, Windows Central, 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
| 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: @simli, @schumer.senate.gov, and @schumer.senate.gov
X: @autismcapital and @acyn
| 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, Fast Company, Times of India, CyberScoop, Bloomberg, Redmonk, Livewire Markets, The Register, 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, Bloomberg, Ars Technica, SC Media, Big Technology, China Academy, Constellation Research, Android Headlines, Forbes, Mashable, AIwire, Unite.AI, and Hackster.io
X: @deedydas, @morganb, @itsolelehmann, @emollick, @teknium1, @emostaque, @rakyll, @wordgrammer, @0xkarmatic, @morganb, @morganb, @beeple, @ananayarora, @morganb, @snowmaker, @morganb, @firstadopter, @pitdesi, @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, Seeking Alpha, and The Sun
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, Engadget, How-To Geek, Thurrott, Gadgets & Wearables, Android Central, Tom's Guide, Liliputing, and Droid Life
Mastodon: @flaki@flaki.social. X: @davidsven, @ericmigi, @ericmigi, @bradtgmurray, @zacbowden, and @ericmigi
| 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
| 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, PYMNTS.com, 9to5Mac, Ars Technica, Gizmodo, The Eclectic Light Company, Appleosophy, CNET, AppleInsider, 9to5Mac, TechRadar, The Pinnacle Gazette, VICE, How-To Geek, Tom's Guide, iDeviceHelp on YouTube, zollotech on YouTube, MobileSyrup, Stephen Robles on YouTube, Forbes, Neowin, WSB-TV, ZDNET, CNET, Thurrott, PCMag, The Verge, 9meters, 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, 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
Sponsor Posts
Google:
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Shopify:
Shopify: Revolutionizing Commerce with Winter Edition '26 — Over 150+ new features transform how merchants build, design, and grow—with technology that amplifies creative vision.
Shopify: Revolutionizing Commerce with Winter Edition '26 — Over 150+ new features transform how merchants build, design, and grow—with technology that amplifies creative vision.
Zoho:
Zoho Billing Enterprise Edition: A platform for strategic revenue operations — Today's enterprises are adopting more flexible pricing models, charging customers based on actual consumption.
Zoho Billing Enterprise Edition: A platform for strategic revenue operations — Today's enterprises are adopting more flexible pricing models, charging customers based on actual consumption.
IDrive:
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.
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.Featured Podcasts
Great Chat:
So what happens after AGI?
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.
Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
Big Technology Podcast:
AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell
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.
[trading places]:
Ben Black Akkadian Ventures🏆 | Secondaries Secrets 💎 | RAISE Conf 🎯 | Vercel $9B 🚀
a very bad podcast about broken unicorns & busted carry hosted by dave mcclure and aman verjee
Subscribe to [trading places].
Channels with Peter Kafka:
Lachlan Cartwright Started in Tabloids. Now He's a Must-Read Media Gossip.
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.
Invest Like the Best:
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 8:05 PM ET, January 27, 2025.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
Dominick Mastrangelo / The Hill:David Bauder / Associated Press:
Alex Weprin / The Hollywood Reporter: