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32B open-weight model from Alibaba on par with DeepSeek R1

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Top stories today:

  1. Alibaba’s QwQ-32B open-weight model on par with DeepSeek R1
  2. OpenAI tells investors it may be planning agents between $2K-$20K/mo
  3. Trump delays auto tariffs on Canada, Mexico for 1 month
  4. MacBook Air upgraded with M4 chip, starting at $999
  5. Google Search adds ‘AI Mode’ to rival Perplexity AI, ChatGPT

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. 32B open-weight model from Alibaba on par with DeepSeek R1

QwQ-32B has rivaled DeepSeek R1 and surpassed OpenAI’s o1-mini in benchmarks, per Alibaba:

However, QwQ-32B has censored certain queries, including those about the Tiananmen Square incident

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3. OpenAI tells investors it may be planning agents between $2K-$20K/mo

  • 20%-25% of OpenAI’s revenue is expected to come from agents over time.

  • High-end AI agents could act like PhD-level researchers.

  • $200/m ChatGPT Pro is currently OpenAI’s most expensive subscription.

  • “[W]e have to charge much more than $200 a month,” Sam Altman said regarding agent pricing in Feb.

4. Trump delays auto tariffs on Canada, Mexico for 1 month

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