Tech Meme

Financial Times: US tech stocks fall sharply pre-market over DeepSeek worries, with NVDA down 10%+ and META and MSFT down 3%; ASML fell 9%+; Japanese chip companies also dropped  —  Start-up’s model raises questions about need for huge western hardware investment  —  Tech stocks fell sharply on Monday … Lees verder op Tech Meme

Financial Times: US tech stocks fell sharply pre-market over DeepSeek concerns, with NVDA down 8%+ and META and MSFT down 3%; ASML fell 9%+; Japanese chip companies also dropped  —  Start-up’s model raises questions about need for huge western hardware investment  —  Tech stocks fell sharply on Monday … Lees verder op Tech Meme

Matt Marshall / VentureBeat: How DeepSeek outpaced OpenAI at 3% of the cost: open-source approach, pure reinforcement learning, not 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. Lees verder op Tech Meme

New York Times: A look at the surveillance tech that could power Trump’s immigration crackdown; a review of 15K+ contracts shows ICE and USCIS spent $7.8B on tech since 2020  —  Border enforcement agencies have spent billions assembling surveillance tools to track and find people. Lees verder op Tech Meme

Anthony Ha / TechCrunch: DeepSeek gets Silicon Valley talking  —  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 about what the company achieved, and what it means for the state of AI. Lees verder op Tech Meme

Bloomberg: DeepSeek’s iOS app is now #1 on the App Store’s Top Free Apps chart in the US, ahead of ChatGPT, stirring doubts in Silicon Valley about 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

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 … Lees verder op Tech Meme

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 … Lees verder op Tech Meme

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 … Lees verder op Tech Meme

Bloomberg: A profile of French health insurer Alan’s CEO Jean Charles Samuelian-Werve, a Mistral board member who claims credit for securing 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