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Techmeme
Tue, 28 Jan 2025 18:15:00 -0500
OpenAI launches ChatGPT Gov, built for US government use, and says 90K+ government employees have generated 18M+ prompts within ChatGPT since the start of 2024 (Hayden Field/CNBC)
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" (Vlad Savov/Bloomberg) + RELATED
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" (Vlad Savov/Bloomberg)
The "DeepSeek moment" is like in 2004 when Google detailed using distributed algorithms to build a supercomputer, and unlike Sputnik, when Russia shared little (@yishan)
The US Navy has instructed its members to avoid using DeepSeek "in any capacity" due to "potential security and ethical concerns" (Hayden Field/CNBC)
SemiAnalysis: DeepSeek spent "well over $500M on GPUs"; TechInsights says DeepSeek isn't "a big hit to Nvidia" but "a bigger problem for companies like OpenAI" (Financial Times) + RELATED
SemiAnalysis: DeepSeek spent "well over $500M on GPUs"; TechInsights says DeepSeek isn't "a big hit to Nvidia" but "a bigger problem for companies like OpenAI" (Financial Times)
DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting US export controls could be a problem for future models (Bloomberg)
Researchers detail two Apple silicon side-channel attacks that could leak secrets: SLAP, affecting M2, A15, and newer chips, and FLOP, affecting M3, M4, and A17 (Dan Goodin/Ars Technica)
DeepSeek challenges the "bigger is better" narrative driving the AI arms race in recent years and suggests that we may see more investment into smaller startups (Kevin Roose/New York Times) + RELATED
DeepSeek challenges the "bigger is better" narrative driving the AI arms race in recent years and suggests that we may see more investment into smaller startups (Kevin Roose/New York Times)
Chinese state media and social media viewed DeepSeek's success as a shot in the arm for a discouraged tech industry and a public suffering a stagnating economy (Li Yuan/New York Times)
DeepSeek highlights some of China's key advantages: a deep pool of skilled software engineers, a vast domestic market, and government support via subsidies (Bloomberg)
X announces X Money Account, a digital wallet and peer-to-peer payments service with Visa as its launch partner, debuting "later this year" (Hugh Son/CNBC)
An ex-OpenAI safety researcher says he's "terrified" by AI development's pace and that labs racing to AGI can cut corners on alignment, pushing all to speed up (Dan Milmo/The Guardian) + RELATED
An ex-OpenAI safety researcher says he's "terrified" by AI development's pace and that labs racing to AGI can cut corners on alignment, pushing all to speed up (Dan Milmo/The Guardian)
Even with DeepSeek's breakthroughs, US tech companies still benefit from their large investments to train more advanced models and meet the resulting demand (Casey Newton/Platformer)
DeepSeek's breakthroughs are a "great win" for app developers, in a world where more value will accrue back into the app layer as the cost of AI drops rapidly (Aaron Levie/@levie)
Garmin smartwatch users report their devices are bricking after starting any activity that uses GPS; Garmin says it is looking into the issue (Victoria Song/The Verge)
The UK CMA provisionally finds that competition in the cloud services market isn't working for consumers; AWS and Azure each control ~40% of the UK market (Bloomberg)
A profile of DeepSeek founder Liang Wenfeng, a math geek who in 2015 founded hedge fund High-Flyer and who some compare to quant investing pioneer Jim Simons (Wall Street Journal)
Hugging Face researchers unveil Open-R1, a project to "systematically reconstruct DeepSeek-R1's data and training pipeline" for the open-source community (Kyle Wiggers/TechCrunch)
Trump and the DOJ have been flouting a bipartisan law to shut down TikTok since his inauguration, and Republicans and Democrats seem to be doing little about it (Ankush Khardori/Politico)
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 (Jennifer Elias/CNBC)
Spotify says it paid out a record $10B to the music industry in 2024, up from a then-record $9B in 2023, taking its total to nearly $60B since its 2006 founding (Jem Aswad/Variety)
Fusion reactor startup Helion, which has a deal to supply Microsoft with electricity by 2028, raised a $425M Series F, valuing the company at $5.245B (Tim De Chant/TechCrunch)
OpenAI told some shareholders revenue from its $200/month ChatGPT Pro plan surpassed that of ChatGPT Enterprise, which was generating $25M/month as of September (The Information)
Nearly two months after GM said it would stop funding Cruise robotaxi development, GM says it expects to save up to $1B annually thanks to the move (Rebecca Bellan/TechCrunch)
When asked if Microsoft is in discussions to acquire TikTok US from ByteDance, Donald Trump told reporters "I would say yes"; Microsoft declined to comment (Bloomberg)
Valencia-based Quibim, which is developing foundational AI models for medical imaging, raised a $50M Series A co-led by Asabys and Buenavista (Paul Sawers/TechCrunch)
The EU says upcoming sanctions on Russia aim to crack down on traders who send gaming consoles to Russia that are then often used by the army to control drones (Financial Times)
Hands-on with DeepSeek's free chatbot: the R1 model is powerful, but suffers from rampant hallucinations and lacks some ChatGPT tools like the memory feature (Reece Rogers/Wired)
Hands-on with Samsung's Project Moohan headset: resembles the Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more (Marques Brownlee/Marques Brownlee on YouTube)
SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy (Christina Kyriasoglou/Bloomberg)
Hugging Face launches Inference Providers, which makes it easier for developers to run AI models on 3rd-party clouds; launch partners include SambaNova and Fal (Kyle Wiggers/TechCrunch)
Bridgewater founder Ray Dalio says investor exuberance over AI has fueled a "bubble" in US stocks that resembles the build-up to the dotcom bust in 1998 to 1999 (Financial Times)
Paris-based Alice&Bob, a cat qubit quantum architecture pioneer, raised a €100M Series B for a "fault tolerant" quantum computer, after a €27M Series A in 2022 (Ingrid Lunden/TechCrunch)
AI enterprise service management startup Atomicwork raised a $25M Series A led by Khosla Ventures and Z47, a source says at a $150M valuation (Kritika Lamba/Reuters)
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 (Benjamin Breen/Res Obscura)
Apple releases iOS 18.3, iPadOS 18.3, and macOS 15.3, enabling Apple Intelligence by default on supported devices but disabling AI summaries for news apps (Kif Leswing/CNBC)
TechInsights: ChangXin Memory Technologies appears to have made DDR5 RAM for Gloway using techniques that haven't previously been seen on the Chinese market (Debby Wu/Bloomberg)
EU appeals hearing: Google accuses the EC of making "grave errors" in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case (Samuel Stolton/Bloomberg)
Google open sources PebbleOS, paving the way for new third-party hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch, without VC funding (Brian Heater/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 (Paul Sawers/TechCrunch)
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