Financial Times: Tech stocks fall sharply over DeepSeek concerns, with NVDA down 15%+, AMD down 5%+, 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 … Lees verder op Tech Meme
Dan Primack / Axios: DeepSeek could be an extinction-level event for venture capital firms that went all-in on foundational model companies; investors say they are not panicking — – It’s an open-source project hatched by a hedge fund, which at least for now seems aimed at developers instead of at enterprises or consumers. Lees verder op Tech Meme
Bloomberg: A profile of French health insurer Alan’s CEO, Jean-Charles Samuelian-Werve, a Mistral board member who takes credit for bringing in most of Mistral’s backers — Arthur Mensch is the public face of French AI champion Mistral, but another startup’s CEO has been critical to its $6 billion valuation Lees verder op Tech Meme
Wall Street Journal: A look at China’s booming crypto market, with Chinese traders using VPNs, offshore shell companies, and peer-to-peer networks to circumvent China’s crackdown — Recent court cases reveal how middlemen are facilitating a booming trade, eluding a crackdown — Three years ago … Lees verder op Tech Meme
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. Lees verder op Tech Meme
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 … Lees verder op Tech Meme
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. Lees verder op Tech Meme
Ben Thompson / Stratechery: An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more — It’s Monday, January 27. Why haven’t your written about DeepSeek yet? — I did! I wrote about R1 last Tuesday. Lees verder op Tech Meme
New York Times: A look at the surveillance tech that could power Trump’s immigration crackdown; a review of nearly 15K contracts shows ICE and USCIS spent $7.8B since 2020 — Border enforcement agencies have spent billions assembling surveillance tools to track and find people. These could be critical in President Trump’s immigration agenda. Lees verder op Tech Meme
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 … Lees verder op Tech Meme