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January 27, 2025, 10:25 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, Android Authority, MacRumors, Tim Kellogg, The Verge, Mashable, Forbes, The Mac Observer, FX Empire, TechNode, New York Times, Cautious Optimism, en.ain.ua, Semafor, CGTN, South China Morning Post, Moneycontrol, TweakTown, Android Authority, Financial Express, The Indian Express, CryptoSlate, Coinpedia Fintech News, Fortune, Fox Business, Spyglass, International Business Times, Spyglass, The Economic Times, TheCable, The Japan Times, Seeking Alpha, The Decoder, and Livemint
Bluesky: @mgsiegler.com.  Threads: @luokai.  X: @pmarca, @pmarca, @thestalwart, @pgelsinger, @fiberedskies, @sentdex, @benthompson, @angelusm0rt1s, @satyanadella, @emollick, @joshuakushner, @signulll, @matthewstoller, @thechiefnerd, @mattbruenig, @tunguz, @wayne_culbreth, @vivekgramaswamy, @jasonhickel, @dlacalle_ia, @growing_daniel, @emptywheel, @boriquagato, @paulskallas, @tphuang, @natolambert, @thestalwart, @matthewclifford, @ercwl, @alex_dreyfus, @kobeissiletter, @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, @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 META, 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.
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 …
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.
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 …
Berber Jin / Wall Street Journal:
Cancer research startup Manas AI, founded by Reid Hoffman and researcher Siddhartha Mukherjee, raised $24.6M to focus on breast and prostate cancer and lymphoma  —  The LinkedIn co-founder is starting Manas AI with ‘The Emperor of All Maladies’ author Siddhartha Mukherjee

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From Mediagazer

Axios:
Sources: G/O Media sold business news brand Quartz and commerce site The Inventory to software firm Redbrick, the fourth Quartz ownership change in seven years

Katie Campione / Deadline:
WGA members “overwhelmingly” ratify a new three-year deal with CBS News that includes AI protections and is modeled after a recent ABC News contract

Ella Creamer / The Guardian:
A judicial panel consolidates 12 copyright cases against OpenAI and Microsoft in New York, including cases from Ta-Nehisi Coates, John Grisham, and the NYT

More News

Earlier Picks

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
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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