Subj : DeepSeek tops app store ¨, Microsoft's TikTok bid ¨, Apple's leaked AI memo ¨
To : All
From : TLDR
Date : Mon Jan 27 2025 11:34:22
--eHZdPAtH
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Many in the tech industry have been praising DeepSeek over the recent
rel=
ease of its reasoning model, R1. R1 seemingly matches or beats
OpenAI's=
o1=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=
=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=
=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0
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TLDR 2025-01-27
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BIG TECH & STARTUPS
DEEPSEEK GETS =
SILICON VALLEY TALKING (2 MINUTE READ) [5]=20
Many in the tech industry=
have been praising DeepSeek over the recent
release of its reasoning mod=
el, R1. R1 seemingly matches or beats
OpenAI's o1 model on certain benchm=
arks. It only cost $5.6 million to
train, much less than the hundreds of =
millions of dollars it has taken
leading US companies to train their mode=
ls. The company achieved all
this while facing US sanctions that prohibit=
the sale of advanced
chips to Chinese companies. DeepSeek's AI assistant=
is now the top
free app in the Apple App Store.=20
ORACLE AND MICROS=
OFT ARE REPORTEDLY IN TALKS TO TAKE OVER TIKTOK (2
MINUTE READ) [6]=20
=
Oracle, Microsoft, and a group of investors are in talks to take over=
TikTok's global operations. The deal will allow ByteDance to keep a
mi=
nority stake in TikTok while the app's algorithm, data collection,
and so=
ftware updates will be overseen by Oracle. Oracle's server
network alread=
y provides the bulk of TikTok's backbone. President
Trump earlier issued =
an executive order giving TikTok and others a
75-day reprieve from any en=
forcement action related to the US'
requirement that ByteDance divest fro=
m TikTok.=20
=F0=9F=9A=80=20
SCIENCE & FUTURISTIC TECHNOLOGY
WH=
AT DID DEEPSEEK FIGURE OUT ABOUT REASONING WITH DEEPSEEK-R1? (4
MINUTE RE=
AD) [7]=20
Chinese AI lab DeepSeek recently released a reasoning model =
trained
on a GPU cluster a fraction the size of any of the big western AI=
labs
that is better than the current best reasoning models. Reasoning
=
models are able to 'think' about questions, which results in better
answe=
rs. DeepSeek used a reinforcement learning approach, as opposed
to a fine=
-tuning approach, to train its reasoning model, which
resulted in cost an=
d quality benefits. This approach can only really
train the model on codi=
ng and mathematics, but this might not matter
as superintelligence in cod=
ing/mathematics might transfer to other
domains - this has yet to be demo=
nstrated in practice.=20
WHAT HAPPENS WHEN WE CAN'T JUST BUILD BIGGER A=
I DATACENTERS ANYMORE?
(6 MINUTE READ) [8]=20
AI's continued growth m=
ay ultimately hinge on a new kind of
supercomputer that spans entire coun=
tries. This will involve stitching
together existing datacenters to distr=
ibute the workload. The
infrastructure required to stitch datacenters tog=
ether already exists,
but it is tuned more for disaster recovery and high=
-availability than
large-scale AI training. Research is already underway =
to improve the
technology, which will help address power challenges by al=
lowing
datacenters in different regions to work as one.=20
=
=F0=9F=92=BB=20
PROGRAMMING, DESIGN & DATA SCIENCE
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ising with TLDR. [9]
INTRODUCING SCOPEDB: MANAGE DATA IN PETABYTES FO=
R AN OBSERVABILITY
PLATFORM (12 MINUTE READ) [10]=20
ScopeDB is a dat=
abase built on top of S3 that unleashes the power of
cloud elasticity and=
workload isolation. It achieves ten times
cost-efficiency and performanc=
e improvement compared to databases
built with shared-nothing architectur=
e. ScopeDB servers use a single
stateless binary, so there is no need to =
manage local disks, data
sharding, or complex leader action. A demo playg=
round to test out the
features of ScopeDB is available.=20
LAB (GITHU=
B REPO) [11]=20
Lab allows developers to experiment with code instantly=
without the
overhead of creating files and folders. Users can just type =
'lab' with
any extension (eg. lab py) and start coding. It automatically=
organizes experiments with smart names in a folder and cleans them up
=
after seven days to keep things tidy. A demo video is available.=20
=
=F0=9F=8E=81=20
MISCELLANEOUS
THE SECRET SAUCE OF CHINESE SOCIAL M=
EDIA APPS (8 MINUTE READ) [12]=20
In the days leading up to the deadlin=
e for TikTok to be banned in the
US, users flocked to other Chinese apps =
such as Xiaohongshu and
Lemon8. These apps have many of the same features=
that made TikTok so
appealing: an infinite scroll of hyper-targeted reco=
mmendations and
interactions with friendly strangers. They blend entertai=
nment and
networking with sales to monetize their addictive algorithms. T=
his
strategy has been very profitable, making China the global leader in=
social commerce.=20
HERE ARE APPLE'S TWO MAIN PRIORITIES FOR AI THIS=
YEAR, PER LEAKED
MEMO (2 MINUTE READ) [13]=20
Apple has two main int=
ernal priorities for its AI efforts this year:
revamp Siri and improve it=
s AI models. Siri is undergoing a big
transformation into 'LLM Siri', whi=
ch will be shipping in the spring
of 2026, possibly in iOS 19.4. Apple's =
AI models have been criticized
for regularly including errors, so there i=
s a clear need to improve
them. The company has temporarily disabled summ=
aries in iOS 18.3 for
select app categories presumably until the backing =
AI model can be
brought up to par.=20
=E2=9A=A1=20
QUICK LINKS
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WORKSHOP: BUILD A TESTING CULTURE WITHOUT MICROMANAGING DEVELOPERS
(S=
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Learn how to build a culture of testing and help your t=
eam succeed in
this livestream with Sentry and Growth Tribe. RSVP for thi=
s Tuesday.
[14]=20
ELON MUSK EMAIL TO X STAFF: =E2=80=98WE'RE BARELY =
BREAKING EVEN' (2 MINUTE
READ) [15]=20
Banks are preparing a coordina=
ted move to sell some of the $13
billion in debt they loaned Elon Musk to=
buy Twitter.=20
PERPLEXITY AI REVISES TIKTOK MERGER PROPOSAL THAT COUL=
D GIVE THE U.S.
GOVERNMENT A 50% STAKE (4 MINUTE READ) [16]=20
Perple=
xity's proposal to merge with TikTok now allows for the US
government to =
own up to 50% of the new company upon a future IPO.=20
THE PAST, PRESEN=
T, AND FUTURE OF UI AT GITHUB (15 MINUTE READ) [17]=20
This page contai=
ns the slides from Joel Hawksley's talk presented at
Boulder Ruby.=20
=
THE SHORT CASE FOR NVIDIA STOCK (72 MINUTE READ) [18]=20
DeepSeek's ef=
ficiency breakthrough suggests that the entire industry
has been massivel=
y over-provisioning compute resources.=20
2025 WILL LIKELY BE ANOTHER B=
RUTAL YEAR OF FAILED STARTUPS, DATA
SUGGESTS (5 MINUTE READ) [19]=20
=
More startups shut down last year than the year before - the trend is
exp=
ected to continue this year.=20
NO ONE IS DISRUPTING BANKS (13 MINUTE R=
EAD) [20]=20
Despite 30 years of trying, Fintech companies have still n=
ot
disrupted any of the big banks and have hardly challenged the key
ba=
nking model - taking deposits and issuing loans.=20
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[6] =
https://www.theverge.com/2025/1/25/24351973/oracle-microsoft-tiktok-takeove=
r-deal?utm_source=3Dtldrnewsletter
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eek-r1/?utm_source=3Dtldrnewsletter
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//advertise.tldr.tech/?utm_source=3Dtldr&utm_medium=3Dnewsletter&utm_campai=
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/lugenx/lab?utm_source=3Dtldrnewsletter
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/tiktok-algorithm-shopping-china/?utm_source=3Drss&utm_medium=3Drss&utm_cam=
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[13] https://9to5mac.com/2025/01/24/apples-two-main-priorit=
ies-for-ai-this-year-per-leaked-memo/?utm_source=3Dtldrnewsletter
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[16] https://www.cnbc.com/2025/01/26/perplexity-tiktok-revis=
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--eHZdPAtH
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TLDR
Many in th=
e tech industry have been praising DeepSeek over the recent release of its =
reasoning model, R1. R1 seemingly matches or beats OpenAI's o1 =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=
=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=
=E2=80=8C =E2=80=8C
DeepSeek gets Silicon Valle=
y talking (2 minute read)
Many in the tech industry have been pra=
ising DeepSeek over the recent release of its reasoning model, R1. R1 seemi=
ngly matches or beats OpenAI's o1 model on certain benchmarks. It only cost=
$5.6 million to train, much less than the hundreds of millions of dollars =
it has taken leading US companies to train their models. The company achiev=
ed all this while facing US sanctions that prohibit the sale of advanced ch=
ips to Chinese companies. DeepSeek's AI assistant is now the top free app i=
n the Apple App Store.
|
Oracle and Microsoft are re=
portedly in talks to take over TikTok (2 minute read)
Oracle, Microsoft, and a group of inves=
tors are in talks to take over TikTok's global operations. The deal will al=
low ByteDance to keep a minority stake in TikTok while the app's algorithm,=
data collection, and software updates will be overseen by Oracle. Oracle's=
server network already provides the bulk of TikTok's backbone. President T=
rump earlier issued an executive order giving TikTok and others a 75-day re=
prieve from any enforcement action related to the US' requirement that Byte=
Dance divest from TikTok.
|
|
Science & Futuristic Technology
|
What did DeepSeek figure ou=
t about reasoning with DeepSeek-R1? (4 minute read)
Chinese AI lab DeepSeek recently releas=
ed a reasoning model trained on a GPU cluster a fraction the size of any of=
the big western AI labs that is better than the current best reasoning mod=
els. Reasoning models are able to 'think' about questions, which results in=
better answers. DeepSeek used a reinforcement learning approach, as oppose=
d to a fine-tuning approach, to train its reasoning model, which resulted i=
n cost and quality benefits. This approach can only really train the model =
on coding and mathematics, but this might not matter as superintelligence i=
n coding/mathematics might transfer to other domains - this has yet to be d=
emonstrated in practice.
|
What happens when we can't =
just build bigger AI datacenters anymore? (6 minute read)
AI's continued growth may ultimately hi=
nge on a new kind of supercomputer that spans entire countries. This will i=
nvolve stitching together existing datacenters to distribute the workload. =
The infrastructure required to stitch datacenters together already exists, =
but it is tuned more for disaster recovery and high-availability than large=
-scale AI training. Research is already underway to improve the technology,=
which will help address power challenges by allowing datacenters in differ=
ent regions to work as one.
|
|
Programming, Design & Data Science
|
Introducing ScopeDB: Manage=
Data in Petabytes for An Observability Platform (12 minute read)
ScopeDB is a database built on top of S=
3 that unleashes the power of cloud elasticity and workload isolation. It a=
chieves ten times cost-efficiency and performance improvement compared to d=
atabases built with shared-nothing architecture. ScopeDB servers use a sing=
le stateless binary, so there is no need to manage local disks, data shardi=
ng, or complex leader action. A demo playground to test out the features of=
ScopeDB is available.
|
Lab (GitHub Repo)
Lab allows developers to experiment wit=
h code instantly without the overhead of creating files and folders. Users =
can just type 'lab' with any extension (eg. lab py) and start coding. It au=
tomatically organizes experiments with smart names in a folder and cleans t=
hem up after seven days to keep things tidy. A demo video is available.
|
|
The secret sauce of Chinese=
social media apps (8 minute read)
In the days leading up to the deadline =
for TikTok to be banned in the US, users flocked to other Chinese apps such=
as Xiaohongshu and Lemon8. These apps have many of the same features that =
made TikTok so appealing: an infinite scroll of hyper-targeted recommendati=
ons and interactions with friendly strangers. They blend entertainment and =
networking with sales to monetize their addictive algorithms. This strategy=
has been very profitable, making China the global leader in social commerc=
e.
|
Here are Apple's two main p=
riorities for AI this year, per leaked memo (2 minute read)
Apple has two main internal priorities =
for its AI efforts this year: revamp Siri and improve its AI models. Siri i=
s undergoing a big transformation into 'LLM Siri', which will be shipping i=
n the spring of 2026, possibly in iOS 19.4. Apple's AI models have been cri=
ticized for regularly including errors, so there is a clear need to improve=
them. The company has temporarily disabled summaries in iOS 18.3 for selec=
t app categories presumably until the backing AI model can be brought up to=
par.
|
|
No one is disrupting banks =
(13 minute read)
Despite 30 years of trying, Fintech com=
panies have still not disrupted any of the big banks and have hardly challe=
nged the key banking model - taking deposits and issuing loans.
|
|
|
Love TLDR? Tell your friends and get rewards!
|
|
Share your referral link below with friends to get free TLDR swag!
|
|
|
|
Track your referrals here.
|
|
Want to advertise in TLDR? =F0=9F=93=B0
If your company is interested in reaching an audience of tech executives, d=
ecision-makers and engineers, you may want to advertise with us.
Want to work at TLDR? =F0=9F=92=BC
Apply here or send a friend's resume to jobs@tldr.tech and get $1k if we hire them!
If you have any comments or feedback, just respond to this email!
Thanks for reading,
Dan Ni &a=
mp; Stephen =
Flanders
|
|
|
|
|
--eHZdPAtH--
---
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