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  • 🤖 DeepSeek's $600B Impact on Tech Stocks

🤖 DeepSeek's $600B Impact on Tech Stocks

Plus: OpenAI's Web-Browsing Assistant

January 30, 2025

Hello AI Enthusiast,

This week DeepSeek's efficient approach to AI triggered historic market losses, while OpenAI introduced Operator, an AI that browses the web like humans do. From market tremors to new ways of interaction, let's explore what these developments mean.

The Big Picture 🔊

Market Tremors as Chinese AI Shows Its Teeth

DeepSeek, the Chinese AI company whose R1 reasoning model we covered in our previous newsletter, caused a major market upheaval this week. The company's claim of developing their model for just $6 million, compared to the hundreds of billions invested by U.S. tech giants, triggered the largest single-day market value drop in U.S. stock market history. Nvidia lost nearly $600 billion in market value, plummeting 18%, while other tech and energy companies tied to AI infrastructure saw significant declines.

Meanwhile, OpenAI launched ChatGPT Gov, a specialized version of their AI platform designed for U.S. government agencies, highlighting the increasing strategic importance of AI in national governance and security.

Helin Yontar
Helin YontarCPO and Polyglot

Countries used to compete based on who had the most factories or natural resources. Now, it’s also about who has the best technology, and the stock market downturn proves it.

When the U.S. government wants its own special version of ChatGPT, while China shows it can build powerful AI on a budget, we're seeing two different paths to the same goal: influence. It's similar to how countries once raced to dominate television and social media to shape global conversations.

This "David vs Goliath" story in AI is creating waves far beyond the tech world. From market shockwaves to policy shifts, we're seeing reactions that can shape both AI development and global politics. That's why we're hosting a free live webinar tomorrow January 31st at 6 pm CET to break down what this means. Whether you're in tech, business, or just curious about where this is all heading, join us for this discussion.

What's your take on DeepSeek's impact?

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OpenAI Launches Web-Browsing AI Assistant

OpenAI has introduced Operator, an AI agent that can independently browse and interact with websites to perform tasks like filling forms and ordering groceries. Powered by their new Computer-Using Agent (CUA) model, it can navigate web interfaces while requiring user approval for sensitive actions. Currently available to U.S. Pro users as a research preview, OpenAI is partnering with companies like Instacart and DoorDash to refine the system before broader release.

Gianluca Mauro
Gianluca MauroFounder and AI Rockstar

We, humans, had to move from typing commands to clicking icons on our computers. That's similar to what's happening with AI right now. While most AI models still work like old-school command lines, needing specific instructions for every step, Operator is trying something different by letting AI "see" and click around websites like we do.

But getting AI to think visually is tough. The current system needs up to 100 "thinking steps" to reach just 38% accuracy in completing tasks. Still, it's an important shift in how AI might handle tasks in the future.

Bits and Bobs 🗞️

  • Perplexity has introduced Perplexity Assistant for Android, a multimodal AI-powered service that can access the web to perform tasks like creating calendar entries and answering questions using your phone's camera.

  • Google's Gemini Live is now more versatile on selected Android devices, allowing users to interact with images, files, and YouTube videos directly within conversations.

  • Apple has rolled out updates enabling its AI feature, Apple Intelligence, by default on the latest devices, marking a step towards a wider release.

  • Meta is introducing a feature that allows its AI to remember details from 1:1 chats on WhatsApp, Messenger, and Facebook to provide more personalized responses.

  • Samsung has unveiled its Galaxy S25 lineup, featuring the Snapdragon 8 Elite chip and focusing primarily on upgraded AI tools for personalized and contextualized user experiences.

  • OpenAI has updated the Canvas feature in ChatGPT, allowing it to work with the o1 model and render HTML and React code.

  • Perplexity has introduced Sonar, an API service that lets developers integrate its AI-powered search tools into apps, providing real-time, citation-backed answers.

  • Anthropic has launched Citations on Anthropic’s API, a feature that allows users to ground AI responses in source documents, enhancing the trustworthiness and verification of outputs.

From Our Founder’s Channels 🤳

Watch Gianluca explain why we need a thoughtful discussion about DeepSeek's impact, then join him tomorrow to dig into the facts behind the headlines.

LOLgorithms 😂

Sam Altman is playing it fair.

That's a wrap on our newsletter! Before you go, here’s a quick recap of our offerings:

Catch you next week! 👋