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January 27, 2025, 7:45 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 …
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.
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 …
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.
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.
Wired:
DeepSeek's privacy policy shows broad data collection practices and says user data, along with all the conversations and prompts, is stored on servers in China  —  Amid ongoing fears over TikTok, Chinese generative AI platform DeepSeek says it's sending heaps of US user data straight to its home country …
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
More: Reuters, Bloomberg, The Verge, Washington Post, TechCrunch, South China Morning Post, Fox Business, 9to5Mac, MacRumors, The Information, CNET, Business Insider, ZDNET, Yahoo Finance, PBS NewsHour, Observer, Forbes, The San Francisco Standard, TechRadar, HotHardware, The Verge, NBC News, New York Times, NPR, ABC News, New York Post, CNBC, Tim Kellogg, Fast Company, ITV News, 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, Cautious Optimism, Spyglass, CryptoSlate, Spyglass, Coinpedia Fintech News, Moneycontrol, South China Morning Post, CGTN, Fortune, Financial Express, TweakTown, The Indian Express, Android Authority, and TechCrunch
Bluesky: @mgsiegler.com.  Threads: @carnage4life, @mwi.invest, @anildash, @mgsiegler, and @luokai
X: @pmarca, @pmarca, @satyanadella, @kobeissiletter, @clementdelangue, @pgelsinger, @bgurley, @vivekgramaswamy, @jack, @luke_metro, @peterwildeford, @aravsrinivas, @natolambert, @chrisjbakke, @matthewclifford, @alex_dreyfus, @ns123abc, @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, @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 …
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.
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.
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
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
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”
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.
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.
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.

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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

More News

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

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