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January 27, 2025, 11:00 AM
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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, TechCrunch, 9to5Mac, Thurrott, MacRumors, Yahoo Finance, Tim Kellogg, The Verge, Android Authority, Mashable, ABC News, Business Insider, Forbes, The Mac Observer, FX Empire, TechNode, Cautious Optimism, New York Times, Semafor, CGTN, South China Morning Post, Moneycontrol, Financial Express, CryptoSlate, TweakTown, Coinpedia Fintech News, Fortune, Android Authority, The Indian Express, Fox Business, Blockonomi, Spyglass, International Business Times, Spyglass, The Economic Times, The Japan Times, Seeking Alpha, The Decoder, and Livemint
Bluesky: @mgsiegler.com.  Threads: @luokai.  X: @pmarca, @pmarca, @peterwildeford, @mattyglesias, @thestalwart, @thestalwart, @thestalwart, @pgelsinger, @fiberedskies, @satyanadella, @sentdex, @benthompson, @angelusm0rt1s, @emollick, @joshuakushner, @signulll, @matthewstoller, @thechiefnerd, @mattbruenig, @tunguz, @wayne_culbreth, @vivekgramaswamy, @jasonhickel, @dlacalle_ia, @growing_daniel, @emptywheel, @boriquagato, @kobeissiletter, @natolambert, @paulskallas, @tphuang, @matthewclifford, @ercwl, @alex_dreyfus, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @danprimack, @teroterotero, @emollick, @mattprd, @qtrresearch, @signulll, @jasminewsun, @mattturck, @ananayarora, @chrisjbakke, @pmarca, @john_j_brown, @omooretweets, @luke_metro, @nic__carter, @tszzl, @emollick, @garrytan, @goth600, @linusekenstam, @growing_daniel, @levie, @thestalwart, @steve_sailer, @mattturck, @pet3rpan_, @mxtaverse, @mervenoyann, @turnernovak, @joannastern, @bonegpt, @qtnx_, @benioff, @stevenheidel, @yacinemtb, @richlightshed, @aravsrinivas, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
Financial Times:
US tech stocks fall sharply over DeepSeek concerns, with NVDA down 10%+, losing ~$400B in market value, and MSFT and others also dropping; ASML falls 8%+  —  Start-up's model raises questions about need for huge western hardware investment  —  Tech stocks tumbled on Monday as advances …
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.
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 …
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.
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  —  Artificial intelligence researchers at Meta Platforms have been in panic mode.  In recent days, leaders of some of the company's …
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
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.
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  —  As someone who spent ~10 years working as a generalist investment analyst at various long/short hedge funds …
Reuters:
Donald Trump denies talking to Oracle about a TikTok deal, saying he has spoken to “many people” and that he expects to decide “probably over the next 30 days”  —  U.S. President Donald Trump said on Saturday he was in talks with multiple people over buying TikTok …
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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From Mediagazer

The Guardian:
A reconstruction of the events that led to Ukrainian reporter Victoria Roshchyna's detention and death in Russia; forensics suggest “numerous signs of torture”

Mark Stenberg / Adweek:
Source: the Los Angeles Times had a roughly $50M loss in 2024, following a $30M loss in 2023, and has lost about 25,000 paid subscribers since September 2024

Benjamin Mullin / New York Times:
The Corporation for Public Broadcasting sues the Trump administration, accusing it of illegally trying to fire three members of its board on April 28

More News

Hall of Impossible Dreams:
A look at the steady increase of LLM-written posts that have been added, backdated, and attributed to human authors on Physics Forums, which was founded in 2001

Earlier Picks

Brian Armstrong / @brian_armstrong:
CEO Brian Armstrong says Coinbase needs to rethink its listing process for new tokens to keep up with “~1m tokens a week being created now, and growing”
Wall Street Journal:
Despite assurances, advertisers worry Meta's tools may not prevent ads from appearing near offensive content as the new content moderation approach takes effect
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