AI Reading for Tuesday January 28
DeepSeek's TOS red flags - WIRED
Nvidia Reels After China’s A.I. Breakthrough. - NY Times
Cloud customers demand DeepSeek in AWS Bedrock (and undoubtedly Google Vertex and Azure AI Studio). Won't take long, even for Azure probably. - Business Insider
Tired: Nvidia is doomed! Wired: Nvidia is king because everyone will demand moar cloud GPUs to run DeepSeek in USA! GPU go brrr!
Levie … DeepSeek is good for app builder economics, not good for LLM economics - X (formerly Twitter)
DeepSeek FAQ. - Stratechery by Ben Thompson
The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI - Stratechery by Ben Thompson
DeepSeek founder Liang Wenfeng, China's Sam Altman - WSJ
DeepSeek offices deserted for Chinese New Year but getting many uninvited visitors - SCMP
Meta scrambles 4 war rooms as Llama is eclipsed by DeepSeek - Fortune
DeepSeek changes rules of AI’s great game. - FT
DeepSeek challenges the perceived supremacy of American technology in the AI sector.
DeepSeek's cheaper models and weaker chips call into question trillions in AI infrastructure spending - Business Insider
This DeepSeek demo shows how good the Chinese AI model is at math and reasoning - Business Insider
Marc Andreessen says he wants to crash wages and it will be great. - Futurism
OFC that contradicts everything we know about economics but ok. Empirically deflation causes output to adjust downward as well as/more than prices, theoretically possibly b/c loss aversion results in hysteresis/downward stickiness on prices and wages so output adjusts partly/mostly instead. Because they built a browser, Bay Area brain geniuses think they know everything about politics, economics, international relations, biology, medicine.
For some reason Trump is threatening TSMC with tariffs - Bloomberg
Maybe will build more chips in Arizona but also will cozy up to China and be less cooperative with US demands.
Waymo robotaxi vandalized in LA - Futurism
The AI arsenal that will power the deportations and the camps - NY Times
AI leaders at Davos clash over safety and $100bn Stargate project - FT
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