Techmeme
January 27, 2025, 4:05 AM

Top News

Anthony Ha / TechCrunch:
DeepSeek's iOS app is now #1 on the App Store's Top Free Apps chart in the US, just ahead of ChatGPT  —  Since Chinese AI company DeepSeek released an open version of its reasoning model R1 at the beginning of this week, many in the tech industry have been making grand pronouncements …
The Information:
Sources: Meta set up four war rooms to analyze DeepSeek's tech, two focusing on how High-Flyer cut training costs and one on what data High-Flyer may have used  —  Artificial intelligence researchers at Meta Platforms have been in panic mode.  In recent days, leaders of some of the company's …
Raffaele Huang / Wall Street Journal:
Sources: DeepSeek's Liang Wenfeng told Chinese Premier Li Qiang in a January 20 meeting that US export controls on AI chips to China were still a bottleneck  —  DeepSeek is called ‘amazing and impressive’ despite working with less-advanced chips  —  SINGAPORE—A Chinese artificial-intelligence company …
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:
Some Japanese stocks drop amid DeepSeek anxiety: Advantest, an Nvidia supplier of testing equipment, drops 7%+ and datacenter cable company Fujikura drops 9%+  —  Japan's chip-related shares including Advantest Corp. tumbled as Chinese AI startup DeepSeek gained traction …
Zeyi Yang / Wired:
Caiwei Chen / MIT Technology Review:
Reuters:
Trump denies talks with Oracle about a TikTok deal, saying “I have spoken to many people about TikTok” and he expects a decision in the next 30 days  —  U.S. President Donald Trump said on Saturday he was in talks with multiple people over buying TikTok and would likely have a decision …
Hayden Field / CNBC:
Source: Perplexity AI revises its TikTok US merger proposal, which now allows 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.  The proposal, which would create …
Bobby Allyn / NPR:
Sources: the Trump admin is in talks for Oracle and a group of US investors to take over TikTok's global operations, with ByteDance retaining a minority stake  —  The Trump administration is working on a plan to save TikTok that involves tapping software company Oracle and a group …
Jeffrey Emanuel / YouTubeTranscriptOptimizer:
A bear case for Nvidia: hardware startup competition, inference-heavy “reasoning” models, 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 …

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Earlier Picks

Brian Armstrong / @brian_armstrong:
Wall Street Journal:
John Gruber / Daring Fireball: