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  • Inside DeepSeek ¨, iPhone SE 4 leaks ¨, Nvidia's $600B loss ¨

    From TLDR@VERT to All on Tuesday, January 28, 2025 11:39:12
    DeepSeek's R1 model caused a meltdown in the tech industry over the
    weekend. DeepSeek-V2 introduced two important
    breakthroughs


    Sign Up [1] |Advertise [2]|View Online [3]

    TLDR

    TOGETHER WITH [Vanta] [4]

    TLDR 2025-01-28

    UNLOCKING THE ROI OF GRC (SPONSOR) [4]

    According to IDC's recent analysis [5], Vanta delivers an average of
    $535,000 in annual benefits and a 526% return on investment by
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    Join the live event [4] on Feb 27 to discover how Vanta empowers
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    ¨

    BIG TECH & STARTUPS

    DEEPSEEK FAQ (37 MINUTE READ) [6]

    DeepSeek's R1 model, which is similar to OpenAI's o1, caused a
    meltdown in the tech industry over the weekend. Many of the
    revelations that contributed to the meltdown were included in
    DeepSeek's announcement over Christmas and most of the breakthroughs
    in V3 were actually revealed with the release of the V2 model last
    January. DeepSeek-V2 introduced two important breakthroughs,
    DeepSeekMoE and DeepSeekMLA - the implications of these breakthroughs
    only became apparent with V3, which added a new approach to load
    balancing and multi-token prediction in training. The cost of training
    the model amounted to only $5.576 million, but that excludes the costs associated with prior research, experiments, and data. Many of the
    decisions DeepSeek made in training its model were due to the
    constraints of the chip ban - if DeepSeek had access to more powerful
    chips, it probably would have used a different method.

    IPHONE SE 4 APPEARS IN NEW PHOTOS AND VIDEO, NOTCH AND ALL (2 MINUTE
    READ) [7]

    A leaker shared a short video of the new iPhone SE over the weekend.
    Unlike previous models, the device appears to only have a single rear
    camera. It is the first iPhone SE model to feature a USB-C port. The
    device uses Apple's older notched display rather than the Dynamic
    Island design. Rumors point to a launch around March or April. The
    video is available in the article.

    ¨

    SCIENCE & FUTURISTIC TECHNOLOGY

    HUGE STUDY FINDS CONSTELLATION OF HEALTH BENEFITS FOR OZEMPIC BEYOND
    WEIGHT LOSS (3 MINUTE READ) [8]

    A new study that tracked millions of diabetes patient outcomes over a
    period of 3.5 years found that those on GLP-1 medications saw
    significant improvements across a staggering range of health concerns,
    far beyond anything clearly linked to weight or blood sugar. The
    patients experienced improvements in addiction and psychotic disorders
    and the risk of Alzheimer's was decreased. GLP-1RA drugs act on
    receptors that are expressed in brain areas involved in impulse
    control, reward, and addiction, which may potentially explain their effectiveness in curbing appetite and addiction disorders. While the
    findings are positive, the researchers found some issues that seemed
    to be exacerbated by taking GLP-1s, including an increase in risk for
    arthritis and pancreatitis.

    WITH SUCCESSFUL NEW GLENN FLIGHT, BLUE ORIGIN MAY FINALLY BE TURNING
    THE CORNER (13 MINUTE READ) [9]

    Blue Origin is finally a real rocket company with the successful
    launch of New Glenn. The company's next steps will be to get better at
    building engines and rockets and flying New Glenn regularly. Its
    current priorities are rate manufacturing and driving urgency around
    building the 'machine that builds the machine'. Blue Origin is the
    world's largest single-donor nonprofit, so it has zero incentive to
    operate like SpaceX.

    ¨

    PROGRAMMING, DESIGN & DATA SCIENCE

    FREE WHITEPAPER: LEARN HOW BOAT PLATFORMS ARE SAVING YOUR COMPETITION THOUSANDS OF HOURS (SPONSOR) [10]

    Business Orchestration and Automation Technologies (BOAT) combine
    business process automation, robotic process automation, and
    integration PaaS into a single solution - making hundreds of manual
    tasks obsolete. Camunda's whitepaper [10] reveals how BOAT platforms
    unify systems/streamline workflows, why the market embraces
    orchestration platforms, and what the best process architecture looks
    like. Get the whitepaper [10]

    MICROSOFT BUILDS OPEN SOURCE DOCUMENT DATABASE ON POSTGRESQL,
    SUGGESTS FERRETDB AS FRONT END (3 MINUTE READ) [11]

    Developers looking to build something new on a document database now
    have more alternatives to choose from. Microsoft has launched a
    document database platform constructed on a relational PostgreSQL back
    end. It has suggested that users kick things off by implementing a
    FerretDB solution on the platform to get started. Microsoft has been increasingly accepting of the open source world. The joint development
    between Microsoft, PostgreSQL, and FerretDB is a threat to
    source-available MongoDB and Couchbase.

    MY FAILED ATTEMPT TO SHRINK ALL NPM PACKAGES BY 5% (12 MINUTE READ)
    [12]

    Developer Evan Hahn proposed an idea in 2022 that could decrease the
    size of all newly-published npm packages by about 5%. Despite it being completely backwards compatible, improving performance, and reducing
    storage costs, the npm maintainers rejected the proposal. Hahn had
    thought the idea was great until he received feedback - implementing
    his idea would be difficult and would make publishing much slower. The
    changes would also not retroactively apply to existing packages. After receiving feedback and thinking about the tradeoffs, Hahn felt that
    the idea wasn't worth it and closed the proposal.

    ¨

    MISCELLANEOUS

    META IS REPORTEDLY SCRAMBLING `WAR ROOMS' OF ENGINEERS TO FIGURE
    OUT HOW DEEPSEEK'S AI IS BEATING EVERYONE ELSE AT A FRACTION OF THE
    PRICE (2 MINUTE READ) [13]

    Meta's Mark Zuckerberg responded to the release of DeepSeek R1 by
    assembling four war rooms of engineers to figure out how the Chinese
    hedge fund built the AI. DeepSeek's model may potentially outperform
    the next version of Meta's Llama AI due to be released in early 2025.
    Meta is working on deciphering how DeepSeek lowered the cost of
    training and running its model, finding out what data the Chinese lab
    used to train its model, and how Meta can restructure its models based
    on the attributes of the DeepSeek models. Zuckerberg recently
    announced that Meta would spend as much as $65 billion on AI-related
    projects in the coming year, just days after OpenAI, SoftBank, Oracle,
    and others announced a $500 billion White-house backed AI
    infrastructure project.

    NVIDIA SHEDS ALMOST $600 BILLION IN MARKET CAP, BIGGEST ONE-DAY LOSS
    IN U.S. HISTORY (4 MINUTE READ) [14]

    Nvidia experienced the biggest market cap drop for any company on a
    single day in US history on Monday when it lost close to $600 billion
    in market cap. Its stock price plummeted 17% and caused a 3.1% slide
    in the tech-heavy NASDAQ. The sell-off was sparked by DeepSeek
    presenting increased competition in the global AI industry. The
    Chinese AI lab released a free and open source large language model
    that only took two months and less than $6 million to build using
    Nvidia H800s. The release has caused investors to rethink spending on
    compute.

    ¨

    QUICK LINKS

    NEW PEBBLE SMARTWATCH IS COMING AS GOOGLE OPENS SOURCE CODE (2 MINUTE
    READ) [15]

    Google has released the source code for Pebble OS to help the
    volunteer efforts that have kept Pebble smartwatches alive and running
    for the past several years.

    OPENHAYSTACK (GITHUB REPO) [16]

    OpenHaystack allows users to create their own tracking tags for
    Apple's Find My network.

    VIRAL AI COMPANY DEEPSEEK RELEASES NEW IMAGE MODEL FAMILY (2 MINUTE
    READ) [17]

    DeepSeek's new multimodal AI models reportedly outperform OpenAI's
    DALL-E 3.

    GROK 3 SEEMINGLY WENT LIVE FOR SOME USERS (3 MINUTE READ) [18]

    Several users on X briefly gained access to Grok 3 over the weekend -
    users managed to get it to respond to a few questions before their
    access was revoked.

    SHUNPO (GITHUB REPO) [19]

    Shunpo is a bash tool that makes directory navigation in terminal
    faster by providing a system for managing bookmarks and jumping to
    directories with just a few keystrokes.

    DEEPSEEK V3 AND THE ACTUAL COST OF TRAINING FRONTIER AI MODELS (19
    MINUTE READ) [20]

    DeepSeek shows that a lot of the modern AI pipeline is not magic and
    that cutting-edge AI is not restricted to a select cohort of the San
    Francisco in-group.

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    Thanks for reading,
    Dan Ni [25] & Stephen Flanders [26]

    Manage your subscriptions [27] to our other newsletters on tech,
    startups, and programming. Or if TLDR isn't for you, please
    unsubscribe [28].



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    [5] https://www.vanta.com/lp/idc-business-value-roi-white-paper?utm_campaign=idc-business-value&utm_source=tldr&utm_medium=newsletter
    [6] https://stratechery.com/2025/deepseek-faq/?utm_source=tldrnewsletter
    [7] https://www.theverge.com/2025/1/27/24352767/iphone-se-4-leak-photos-videos-dummy-notch-dynamic-island-camera?utm_source=tldrnewsletter
    [8] https://futurism.com/neoscope/glp-1-ozempic-benefits-map?utm_source=tldrnewsletter
    [9] https://arstechnica.com/features/2025/01/after-the-success-of-new-glenn-blue-origin-to-focus-on-launching-frequently/?utm_source=tldrnewsletter
    [10] https://page.camunda.com/wp-automation-leaders-guide-to-boat?utm_medium=paid_leadgen&utm_source=tldr&utm_campaign=Guide.AutomationLeadersGuidetoBOAT.24Q4.EN&utm_content=jan_newsletter
    [11] https://www.theregister.com/2025/01/27/microsoft_builds_open_source_document/?utm_source=tldrnewsletter
    [12] https://evanhahn.com/my-failed-attempt-to-shrink-all-npm-packages-by-5-percent/?utm_source=tldrnewsletter
    [13] https://www.msn.com/en-us/money/other/meta-is-reportedly-scrambling-war-rooms-of-engineers-to-figure-out-how-deepseek-s-ai-is-beating-everyone-else-at-a-fraction-of-the-price/ar-AA1xXuJY?ocid=a2hs&utm_source=tldrnewsletter
    [14] https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html?utm_source=tldrnewsletter
    [15] https://9to5google.com/2025/01/27/pebble-smartwatch-2025-google-open-source-code/?utm_source=tldrnewsletter
    [16] https://github.com/seemoo-lab/openhaystack?utm_source=tldrnewsletter
    [17] https://techcrunch.com/2025/01/27/viral-ai-company-deepseek-releases-new-image-model-family/?utm_source=tldrnewsletter
    [18] https://techcrunch.com/2025/01/27/grok-3-seemingly-went-live-for-some-users/?utm_source=tldrnewsletter
    [19] https://github.com/egurapha/Shunpo?utm_source=tldrnewsletter
    [20] https://www.interconnects.ai/p/deepseek-v3-and-the-actual-cost-of?utm_source=tldrnewsletter
    [21] https://refer.tldr.tech/1fd848fa/
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    [24] https://jobs.ashbyhq.com/tldr.tech
    [25] https://twitter.com/tldrdan
    [26] https://twitter.com/SteveFlanders22
    [27] https://tldr.tech/tech/manage?email=tldr%40synchro.net
    [28] https://a.tldrnewsletter.com/unsubscribe?ep=1&l=cfa2d55a-b7be-11e8-a3c9-06b79b628af2&lc=b5bb39ac-a04f-11ee-8692-6388dbdd6fd1&p=bfb2bff2-dd57-11ef-b31a-e118b5ad8f5c&pt=campaign&pv=4&spa=1738062072&t=1738064352&s=9ee30a7e6c42be9f3b8ca99b38e0948567578129d63b3195d78079e66774de1d
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