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China’s DeepSeek releases new ultra-large, open-weight AI model to rival Meta’s Llama

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Top stories today:

  1. China’s DeepSeek releases new ultra-large, open-weight AI model
  2. Microsoft, OpenAI said to set $100B profit goal for AGI
  3. Global businesses scramble as Trump’s tariff threats disrupt markets
  4. Global funding to AI startups +80% YoY to $99.6B in Dec.
  5. U.S. PC shipments forecast +2% for 2025, 2026
  6. Singapore’s stock exchange hits 20-year low in listed companies

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

1. China’s DeepSeek releases new ultra-large, open-weight AI model to rival Meta’s Llama

DeepSeek V3 outperformed other open-weight AI models and OpenAI’s GPT-4o in benchmarks by Artificial Analysis:

  • Trained on 14.8T tokens.

  • Generates 60 tokens/ second.

  • MoE architecture with 671B total parameters (37B active).

  • DeepSeek V3 code is MIT-licensed on GitHub, but the model uses DeepSeek’s license.

  • $0.27/ 1M input tokens and $1.10/ 1M output tokens (regular prices), with discounts available until Feb. 8.

DeepSeek V3 has censored certain queries, including those about the Tiananmen Square incident

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3. Microsoft, OpenAI said to set $100B profit goal for AGI

Representational image generated using OpenAI’s DALL-E.

  • 2023: OpenAI and Microsoft reportedly signed a contract defining artificial general intelligence (AGI) as the stage of making $100B in profits.

  • OpenAI can effectively exit Microsoft’s contract after achieving AGI.

  • AGI as AI surpassing humans in “most economically valuable work,” per OpenAI’s public definition.

  • OpenAI reportedly loses billions annually, expecting its first profit by 2029.

Microsoft’s cloud exclusivity is hindering OpenAI’s growth due to limited servers and resale opportunities

  • Ending Microsoft’s exclusivity could aid OpenAI’s ongoing for-profit goals.

4. Global businesses scramble as Trump’s tariff threats likely to disrupt markets

Tariffs are being discussed more than ever in companies’ conference calls:

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