As appropriate. #DeepSeek looks great today.
MARKET TRENDS
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Cade Metz’s New York Times explainer on DeepSeek and AI
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For everyone not living and breathing AI tech because they've got other things going on in their lives, we found @CadeMetz's piece in the Times to be the clearest explainer about what's happening and why. Nice work. nytimes.com/2025/01/27/techn…
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Apple Intelligence Struggles Spark Acquisition Speculation
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It is truly shocking how bad Apple Intelligence is. I was saying last week that they have to buy Anthropic or make some other major acquisition. They seem incapable of solving Gen AI on their own.
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Fine-tuned AI avatars capture more value than commoditized base models
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One day I hope someone will realise our fine tuned avatars that actually get 100of Ms of views are a good case in point and where more value will be captured vs base models that will see massive competition/commoditization. But time will tell and I hope we can work hard to prove
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Apple’s AI Struggles Spare Stock from Market Selloff
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Haha. Apple’s AI is so useless they don’t even get hit by an AI stock sell off.
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Stock Market Casino: Critique of Financial Systems and Institutions
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Whether it is the Nobel Prize, the United Nations, all these governments and whatnot, and how the stock market is basically like a casino. I don't know who called it the world's largest crap table.
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Media Propaganda Around OpenAI DeepMind Exposed
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No one & I mean NO ONE wanted to listen to us when we screamed at the top of our lungs that the emperor has no clothes… Nothing else has taught me more about how propaganda works as seeing how everyone treated OpenAI, Deepmind & friends since their inception.
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Technology democratization spreads at unprecedented scale
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We're learning the same lesson that the history of technology has taught us over and over. Everything of value gets cheaper and easier to use, so it spreads far and wide. It’s one thing to say this, and another to see it unfold at warp speed and epic scale, week after week.
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DeepSeek Disruption Favors Application Layer Over Foundation Models
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Today's "DeepSeek selloff" in the stock market — attributed to DeepSeek V3/R1 disrupting the tech ecosystem — is another sign that the application layer is a great place to be. The foundation model layer being hyper-competitive is great for people building applications.
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LLM Merry-Go-Round: Predictable Cycle of Model Obsolescence
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By the time you're back there will be something that unseats it (and comes in rose gold). This LLM merry-go-round is dizzying and sort of predictable.