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January 27, 2025, 12:20 PM
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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, Android Authority, Ars Technica, Entrepreneur, Computerworld, CNET, Thurrott, 9to5Mac, MacRumors, Yahoo Finance, Mashable, The Verge, Tim Kellogg, VICE, NPR, Quartz, The Drum, Barron's Online, ABC News, Business Insider, Pocket-lint, Futurism, The Mac Observer, FX Empire, TechCrunch, New York Times, CGTN, South China Morning Post, CryptoSlate, Coinpedia Fintech News, Fortune, Financial Express, Blockonomi, Spyglass, Forbes, Spyglass, Cautious Optimism, The Economic Times, Fox Business, Semafor, Moneycontrol, TweakTown, Android Authority, The Indian Express, The Japan Times, Seeking Alpha, The Decoder, Livemint, and TechNode
Bluesky: @mgsiegler.com.  Threads: @luokai.  X: @pmarca, @pmarca, @satyanadella, @birdyword, @danprimack, @oren_cass, @peterwildeford, @mattyglesias, @thestalwart, @thestalwart, @thestalwart, @pgelsinger, @fiberedskies, @sentdex, @kobeissiletter, @natolambert, @benthompson, @angelusm0rt1s, @emollick, @joshuakushner, @signulll, @matthewstoller, @thechiefnerd, @mattbruenig, @tunguz, @matthewclifford, @ercwl, @alex_dreyfus, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @boriquagato, @danprimack, @teroterotero, @emollick, @mattprd, @qtrresearch, @signulll, @jasminewsun, @paulskallas, @mattturck, @ananayarora, @chrisjbakke, @pmarca, @john_j_brown, @emptywheel, @omooretweets, @luke_metro, @nic__carter, @tszzl, @emollick, @garrytan, @goth600, @linusekenstam, @jasonhickel, @growing_daniel, @levie, @growing_daniel, @thestalwart, @wayne_culbreth, @steve_sailer, @mattturck, @pet3rpan_, @mxtaverse, @mervenoyann, @dlacalle_ia, @turnernovak, @joannastern, @bonegpt, @qtnx_, @tphuang, @benioff, @stevenheidel, @yacinemtb, @richlightshed, @aravsrinivas, @vivekgramaswamy, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
Financial Times:
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+  —  Start-up's model raises questions about need for huge western hardware investment  —  Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …
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.
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 arrival of such a powerful model coming out of China has the potential to cement the narrative that the race to achieve …
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
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 …

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This is a Techmeme archive page. It shows how the site appeared at 12:20 PM ET, January 27, 2025.

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From Mediagazer

Sara Fischer / Axios:
Source: Bari Weiss is planning to create a masthead for CBS News as part of a broader overhaul of standards and procedures

Todd Spangler / Variety:
Trump says Stephen Colbert is a “pathetic trainwreck” and “CBS should, ‘put him to sleep,’ NOW”; earlier CBS aired the Kennedy Center Honors, hosted by Trump

Lorcan Lovett / Nieman Reports:
A look at the state of independent media in Myanmar, which lost US and Swedish funding this year and where subscriptions aren't a dependable source of revenue

More News

Earlier Picks

Jeffrey Emanuel / YouTubeTranscriptOptimizer:
A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, DeepSeek's training and inference efficiency breakthroughs, and more
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