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Tech Meme

Tech stocks fall sharply over DeepSeek concerns, with NVDA down 16%+, AVGO down 17%+, TSM down 14%+, AMD down 5%+, ASML down 6%+, and MSFT down 3%+ (Financial Times) 27-01-2025

Financial Times: Tech stocks fall sharply over DeepSeek concerns, with NVDA down 16%+, AVGO down 17%+, TSM down 14%+, 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 … Lees verder op Tech Meme

DeepSeek says it's temporarily limiting new user registrations “due to large-scale malicious attacks” on its services (Hayden Field/CNBC) 27-01-2025

Hayden Field / CNBC: DeepSeek says it’s temporarily limiting new user registrations “due to large-scale malicious attacks” on its services  —  DeepSeek on Monday said it would temporarily limit user registrations “due to large-scale malicious attacks” on its services, though existing users will be able to log in as usual. Lees verder op Tech Meme

AI drug discovery startup Manas AI, founded by Reid Hoffman and researcher Siddhartha Mukherjee, raised $24.6M to target breast and prostate cancer and lymphoma (Berber Jin/Wall Street Journal) 27-01-2025

Berber Jin / Wall Street Journal: AI drug discovery startup Manas AI, founded by Reid Hoffman and researcher Siddhartha Mukherjee, raised $24.6M to target breast and prostate cancer and lymphoma  —  The LinkedIn co-founder is starting Manas AI with ‘The Emperor of All Maladies’ author Siddhartha Mukherjee Lees verder op Tech Meme

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 (Yahoo Finance) 27-01-2025

Yahoo Finance: 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  —  (Bloomberg) — Chinese startup DeepSeek’s eponymous AI assistant rocketed to the top of Apple Inc.’s iPhone download charts … Lees verder op Tech Meme

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 (Bloomberg) 27-01-2025

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  —  – The arrival of such a powerful model coming out of China has the potential to cement the narrative that the race to achieve … Lees verder op Tech Meme

Tech stocks fall sharply over DeepSeek concerns, with NVDA down 15%+, AMD down 5%+, ASML down 6%+, and MSFT down 3%+ (Financial Times) 27-01-2025

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

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 (Dan Primack/Axios) 27-01-2025

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

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 (Bloomberg) 27-01-2025

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

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 (Wall Street Journal) 27-01-2025

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

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 (Ben Thompson/Stratechery) 27-01-2025

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