Tech Meme

Bloomberg: DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could be hampered by US export controls  —  – Nvidia calls R1 an ‘excellent’ advance that meets US limits  — Trump says release should be a ‘wake-up call’ for US companies Lees verder op Tech Meme

Financial Times: Bridgewater founder Ray Dalio says investor exuberance over AI has fuelled a “bubble” in US stocks that resembles the build-up to the dotcom bust in 1998-1999  —  Billionaire investor says US stocks are in ‘very similar’ position as lead-up to internet bust at turn of millennium Lees verder op Tech Meme

Jennifer Elias / CNBC: Google says it will change Gulf of Mexico to Gulf of America on Maps when “official government sources” are updated, after Trump signed an EO changing the name  —  Google said Monday it will change the name of the Gulf of Mexico to “Gulf of America” in Google Maps … Lees verder op Tech Meme

Bloomberg: Trump vows to impose tariffs on foreign semiconductors in the “near future” and 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 … Lees verder op Tech Meme

Samantha Subin / CNBC: Nvidia’s stock dropped 16.86%, closing at $118.58, losing nearly $600B in market cap, more than twice as much as any US company has ever lost 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. Lees verder op Tech Meme

Aaron Levie / @levie: DeepSeek’s breakthroughs are a “great win” for app developers, with more value accruing back into the app layer as the cost of intelligence drops rapidly  —  DeepSeek has been a very important breakthrough for understanding the future of economics in software in a world of AI. Lees verder op Tech Meme

Benjamin Breen / Res Obscura: Three case studies using GPT-4o, OpenAI o1, and Claude 3.5 Sonnet for historical research show that the models are now good enough for PhD-level analysis  —  … in specific domains.  Three case studies with GPT-4o, o1, and Claude Sonnet 3.5, and what they mean Lees verder op Tech Meme

Paul Sawers / TechCrunch: Business travel startup TravelPerk raised a $200M Series E at a $2.7B valuation and buys expense management startup Yokoy, a source says for a “nine-figure” sum  —  Barcelona-based business travel management platform TravelPerk has raised $200 million at a hefty $2.7 billion valuation … Lees verder op Tech Meme

Marques Brownlee / Marques Brownlee on YouTube: Hands-on with Samsung’s Project Moohan headset: resembles Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more  —  The Android XR headset with Gemini has some surprisingly cool features that we’ll start to see everywhere.Head to BestBuy to get the latest VR or AR tech in-… Lees verder op Tech Meme

Vlad Savov / Bloomberg: Sam Altman says DeepSeek’s R1 is an “impressive model, particularly around what they’re able to deliver for the price” and OpenAI “will pull up some releases”  —  OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek’s R1 model in a post on X late on Monday. Lees verder op Tech Meme