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January 28, 2025, 1:40 PM
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Vlad Savov / Bloomberg:
Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases”  —  OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.
@yishan:
The “DeepSeek moment” is like in 2004 when Google detailed using distributed algorithms to build a supercomputer, and unlike Sputnik, when Russia shared little  —  I think the Deepseek moment is not really the Sputnik moment, but more like the Google moment. If anyone was around in ~2004, you'll know what I mean, but more on that later. I think everyone is over-rotated on this because Deepseek came out of China. Let me try to un-rotate
Kif Leswing / CNBC:
Nvidia calls DeepSeek's work “an excellent AI advancement”, reiterating “inference requires significant numbers of Nvidia GPUs and high-performance networking”
Financial Times:
SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't “a big hit to Nvidia” but “a bigger problem for companies like OpenAI”  —  Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday
Hayden Field / CNBC:
OpenAI launches ChatGPT Gov, built for US government use, and says 90K+ government employees have generated 18M+ prompts within ChatGPT since the start of 2024  —  OpenAI on Tuesday announced its biggest product launch since its enterprise rollout.  It's called ChatGPT Gov and was built specifically for U.S. government use.
Kevin Roose / New York Times:
DeepSeek challenges the “bigger is better” narrative driving the AI arms race in recent years and suggests that we may see more investment into smaller startups  —  A new A.I. model, released by a scrappy Chinese upstart, has rocked Silicon Valley and upended several fundamental assumptions about A.I. progress.
Wired:
DeepSeek's privacy policy shows broad data collection and says content that users give to its models, like text, audio, and files, is stored on servers in China
Bloomberg:
DeepSeek highlights some of China's key advantages: a deep pool of skilled software engineers, a vast domestic market, and government support via subsidies
Hugh Son / CNBC:
X announces X Money Account, a digital wallet and peer-to-peer payments service with Visa as its launch partner, debuting “later this year”  —  Elon Musk's social media platform X on Tuesday announced the launch of a digital wallet and peer-to-peer payments services provided by Visa.
Bloomberg:
Donald Trump vows to put tariffs on foreign chips “in the very near future” and 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 …
Jennifer Elias / CNBC:
Google says it will change Gulf of Mexico to Gulf of America on Maps when “official government sources” are updated, after Trump signed an EO changing the name  —  Google said Monday it will change the name of the Gulf of Mexico to “Gulf of America” in Google Maps …
Brian Heater / TechCrunch:
Google open sources PebbleOS, paving the way for new third-party hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch, without VC funding  —  Four years after launching the (then) most lucrative crowdfunding campaign in Kickstarter's history, Pebble abruptly ended.
Bloomberg:
When asked if Microsoft is in discussions to acquire TikTok US from ByteDance, Donald Trump told reporters “I would say yes”; Microsoft declined to comment  —  “I would say yes,” Trump told reporters aboard Air Force One when asked if Microsoft is in discussions to purchase the app.
Bloomberg:
The UK CMA provisionally finds that competition in the cloud services market isn't working for consumers; AWS and Azure each control ~40% of the UK market  —  - CMA publishes provisional views in cloud services study  — Intervention comes as UK government seeks to spur growth
Samantha Subin / CNBC:
Nvidia's stock fell 16.86% on January 27, closing at $118.58, losing nearly $600B in market cap, more than twice what any US company has 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.
Reece Rogers / Wired:
Hands-on with DeepSeek's free chatbot: the R1 model is powerful, but suffers from rampant hallucinations and lacks some ChatGPT tools like the memory feature  —  DeekSeek's chatbot with the R1 model is a stunning release from the Chinese startup.  While it's an innovation in training efficiency, hallucinations still run rampant.
Jem Aswad / Variety:
Spotify says it paid out a record $10B to the music industry in 2024, up from a then-record $9B in 2023, taking its total to nearly $60B since its 2006 founding  —  Spotify paid out $10 billion to the music industry in 2024 — some $1 billion more than last year, the previous record …
Marques Brownlee / Marques Brownlee on YouTube:
Hands-on with Samsung's Project Moohan headset: resembles the Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more  —  The Android XR headset with Gemini has some surprisingly cool features that we'll start to see everywhere.Head to BestBuy to get the latest VR or AR tech in-...
Wall Street Journal:
A profile of DeepSeek founder Liang Wenfeng, a math geek who in 2015 founded hedge fund High-Flyer and who some compare to quant investing pioneer Jim Simons  —  The Chinese engineer built the AI company after founding a successful hedge-fund  —  Some call him China's Sam Altman.

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This is a Techmeme archive page. It shows how the site appeared at 1:40 PM ET, January 28, 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

Bloomberg:
Sources: WBD begins exclusive talks with Netflix to sell its film and TV studios and HBO Max; Netflix is offering a $5B breakup fee if the deal isn't approved

The Guardian:
Ireland, Spain, Slovenia, and the Netherlands exit Eurovision after Israel received an all-clear to compete; the BBC and Germany's SWR plan to participate

James Faris / Business Insider:
Kalshi strikes a deal with CNBC that will integrate Kalshi's prediction data into CNBC's channel, site, and app starting in 2026, days after striking a CNN deal

More News

Earlier Picks

Benjamin Breen / Res Obscura:
Three case studies using GPT-4o, OpenAI o1, and Claude 3.5 Sonnet for historical research show that the models are now good enough for PhD-level analysis
Paul Sawers / TechCrunch:
Business travel startup TravelPerk raised a $200M Series E at a $2.7B valuation and buys expense management startup Yokoy, a source says for a “nine-figure” sum
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
Bloomberg:
KuCoin pleads guilty to having an unlicensed money transmitting business, agreeing to ~$300M in fines and forfeitures, in a case brought by US federal attorneys
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
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