β Final Thoughts Friday for 2025-01-31
This week turned out to be a moment of whipsawing and fragility in claims of supremacy all things AI boom related.

DeepSeek's iOS app is now #1 on the App Store's Top Free Apps chart in the US, just ahead of ChatGPT
By Anthony Ha / TechCrunch. View the full context on Techmeme.

Tech stocks fell sharply over DeepSeek concerns, with MRVL down 19.1%, ORCL down 13.8%, AVGO down 17.4%, TSM down 13.3%, AMD down 6.4%, and ASML down 5.8%
From Financial Times. View the full context on Techmeme.

OpenAI says it has seen some evidence that DeepSeek used βdistillationβ to train its open-source competitor by using outputs from OpenAI's proprietary models
From Financial Times. View the full context on Techmeme.

The Allen Institute for AI releases Tulu 3 405B, an open source model that it claims outperforms DeepSeek V3 and OpenAI's GPT-4o on certain benchmarks
By Kyle Wiggers / TechCrunch. View the full context on Techmeme.