This week, we discuss the latest news about DeepSeek, how to make sense of the countless hot takes, and a review of The Nvidia Way. Plus, some thoughts on Valentine’s Day.
Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/oXKxGYYaiH8?si=kZYcyrFWz-Kz14B3) 504 (https://www.youtube.com/live/oXKxGYYaiH8?si=kZYcyrFWz-Kz14B3)
Runner-up Titles
The Paperclip Apocalypse
Markets Over Management
The Nest Egg
This is cheaper than therapy
Valentine’s Day
“Turns out, guys…”
You can burn a candle out, and when it’s out there’s no candle.
I don’t think Jensen is struggling
Rundown
DeepSeek
China's DeepSeek appears to have built AI models that rival OpenAI, while allegedly using much less money, chips, and energy. (https://www.axios.com/newsletters/axios-pro-rata-5681d8e7-ae1d-47e2-bde9-a59289486774.html?chunk=1&utm_term=emshare#story1)
DeepSeek FAQ (https://stratechery.com/2025/deepseek-faq/)
DeepSeek and the Enterprise (https://redmonk.com/sogrady/2025/01/27/deepseek-and-the-enterprise/)
Four big reasons to worry about DeepSeek (and four reasons to calm down) (https://www.platformer.news/deepseek-ai-explainer-china-worries/?ref=platformer-newsletter)
DeepSeek Disruption Has Its Upside (https://www.bloomberg.com/opinion/articles/2025-01-28/deepseek-disruption-has-its-upside?srnd=undefined&embedded-checkout=true)
Dario Amodei — On DeepSeek and Export Controls (https://darioamodei.com/on-deepseek-and-export-controls)
Bonus Clouded Judgement - Inference Time Compute (https://cloudedjudgement.substack.com/p/bonus-clouded-judgement-inference?utm_source=post-email-title&publication_id=56878&post_id=155793518&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email)
CEO Pat Gelsinger is already using DeepSeek instead of OpenAI at his startup, Gloo (https://techcrunch.com/2025/01/27/former-intel-ceo-pat-gelsinger-is-already-using-deepseek-instead-of-openai-at-his-startup-gloo/)
Relevant to your Interests
Trump administration fires members of cybersecurity review board in 'horribly shortsighted' decision (https://techcrunch.com/2025/01/22/trump-administration-fires-members-of-cybersecurity-review-board-in-horribly-shortsighted-decision/)
Rethinking developer experience at T-Mobile: DevEx vs devprod, exec buy-in, and developer self-service (https://getdx.com/podcast/rethinking-developer-experience-at-t-mobile/)
FTC Finalizes Long-Awaited Updates to Children's Privacy Rule (https://natlawreview.com/article/ftc-finalizes-long-awaited-updates-childrens-privacy-rule)
FTC Finalizes Changes to Children’s Privacy Rule Limiting Companies’ Ability to Monetize Kids’ Data (https://www.ftc.gov/news-events/news/press-releases/2025/01/ftc-finalizes-changes-childrens-privacy-rule-limiting-companies-ability-monetize-kids-data)
Free OpenAI & every-LLM API Pricing Calculator (https://docsbot.ai/tools/gpt-openai-api-pricing-calculator)
GitHub Is Showing the Trump Administration Scrubbing Government Web Pages in Real Time (https://www.404media.co/github-is-showing-the-trump-administration-scrubbing-government-web-pages-in-real-time/)
Microsoft's LinkedIn sued for disclosing customer information to train AI models (https://www.reuters.com/legal/microsofts-linkedin-sued-disclosing-customer-information-train-ai-models-2025-01-22/)
We’re launching Opengrep, a fork of Semgrep CE (https://www.opengrep.dev)
Semaphore is Going Open Source in 30 days (https://semaphoreci.com/blog/semaphore-is-going-open-source)
OpenAI launches ChatGPT Gov for U.S. government agencies (https://www.cnbc.com/2025/01/28/openai-launches-chatgpt-gov-for-us-government-agencies.html)
"Digital shoplifting" is on the rise among the well-off Gen Z crowd (https://www.axios.com/2025/01/27/gen-z-digital-shoplifting)
Kubernetes Cloud Repatriation Saves Millions for Data Platform Provider (https://www.infoq.com/news/2025/01/yellowbrick-cloud-repatriation/)
Warp vs. Ghostty: Which Terminal App Meets Your Dev Needs? (https://thenewstack.io/warp-vs-ghostty-which