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  • šŸ§‘ā€šŸš€ DeepSeek Deep Dive, NVIDIAā€™s $600B Hit & Big Techā€™s Self-Cannibalization

šŸ§‘ā€šŸš€ DeepSeek Deep Dive, NVIDIAā€™s $600B Hit & Big Techā€™s Self-Cannibalization

NVIDIAā€™s $600B plunge, DeepSeek's disruption & risks, ChatGPT Govā€™s launch, LinkedInā€™s AI lawsuit, and AIā€™s role in transforming sales training.

Good morning, itā€™s Wednesday. The tech ouroboros is in full swing (yes, Big Tech might be eating itself alive), Chinaā€™s AI ambitions are sparking global paranoia, and Meta is quietly scheming to cash in on the chaos. Oh, and LinkedIn? Theyā€™re in hot water for allegedly using your private messages to train AI.

Meanwhile, in the latest Forward Future Original article, we explore how DeepSeek-R1 has disrupted global markets, triggering tech sell-offs and geopolitical debate.

Read on!

šŸ—žļø YOUR DAILY ROLLUP

Top Stories of the Day

Chinese AI DeepSeek

āš ļø DeepSeek AI: Data Risks & Misinformation Concerns
Chinese AI platform DeepSeek, rivaling ChatGPT, has sparked global concerns over data privacy and misinformation risks. Experts warn users against sharing sensitive information due to Chinaā€™s laws requiring tech firms to aid intelligence operations. The platformā€™s censorship of politically sensitive topics highlights its alignment with Beijingā€™s agenda. Despite its popularity in the US and UK, officials urge caution, as the UK government closely monitors its potential threats.

šŸ“ˆ Meta to Gain from DeepSeek AI Disruption
DeepSeekā€™s affordable AI model is disrupting global markets, but Citi analysts see opportunities for Meta Platforms. They believe DeepSeekā€™s open-source design could help Meta improve its AI tools while reducing expenses. Citi maintains a $753 price target for Meta, expecting the company to benefit from faster product development. Metaā€™s upcoming quarterly earnings report will likely provide key insights into its AI strategy and long-term spending plans.

šŸ›ļø OpenAI Unveils ChatGPT Gov for U.S. Agencies
OpenAI has launched ChatGPT Gov, an AI platform designed for U.S. government agencies, running on Microsoft Azureā€™s secure infrastructure. Compliant with FedRAMP High and IL5 standards, it provides advanced tools like GPT-4o, custom models, and IT management features. Already used by 90,000 users across 3,500 agencies, applications include translation services and AI-driven research. The initiative seeks to enhance public sector efficiency.

āš–ļø LinkedIn Sued Over AI Training Using Private Messages
A lawsuit accuses LinkedIn of secretly using Premium usersā€™ private messages to train AI models, claiming inadequate notice of a 2022 opt-out privacy setting. Allegations include updated policies obscuring these actions, with collected data remaining in AI training. Filed in California, the suit seeks $1,000 per user for privacy violations. LinkedIn denies wrongdoing, emphasizing AI data-sharing isnā€™t enabled in Europe, as the platformā€™s Premium revenue hit $1.7 billion in 2023.

šŸ TECH OUROBOROS

NVIDIAā€™s $600 Billion Wipeout: What It Reveals About Big Tech and Market Fragility

NVIDIAā€™s $600 Billion Wipeout

The Recap: NVIDIAā€™s record-setting $600 billion market value loss highlights a concerning trend within Big Tech. Mihir A. Desai argues that the ā€œMagnificent 7ā€ are trapped in a cycle of self-cannibalization, fueled by excessive spending, low investor expectations, and inflated valuations that may lead to disappointing long-term outcomes.

Highlights:

  • NVIDIA relies on its Big Tech peers for nearly half of its revenue, underscoring their deep interdependence.

  • Google paid Apple $20 billion to remain Safariā€™s default search engine, accounting for a significant share of Appleā€™s profits.

  • Big Tech companies, including Meta and Microsoft, are heavily investing in each otherā€™s infrastructure, particularly for artificial intelligence.

  • Over the past three years, Apple, Alphabet, Meta, Microsoft, and NVIDIA have collectively spent $600 billion on stock buybacks, which typically yield low returns.

  • Investors have treated these companies as safe havens, elevating their valuations far beyond those of other sectors despite slower earnings growth.

  • Historical parallels are drawn to the 19th-century railroad boom, which saw massive over investment before stagnation and mediocre returns.

Forward Future Takeaways:
The NVIDIA sell-off may signal growing fragility within Big Tech, as inflated expectations and cyclical intra-industry spending could hinder long-term returns. Drawing lessons from historical bubbles, investors and policymakers should be cautious about relying too heavily on a handful of companies. If artificial intelligence fails to achieve its transformative potential, this period of exuberance could end in stagnation rather than sustained growth. ā†’ Read the full article here.

šŸ‘¾ FORWARD FUTURE ORIGINAL

A Model Disrupts the World Market

ā

NVIDIA drops nearly 17% as Chinaā€™s cheaper AI model DeepSeek sparks global tech sell-off

CNBC

In the midst of a global technological upheaval, Chinese AI startup DeepSeek has shaken up world markets with the launch of its latest model, DeepSeek-R1. This development not only raises questions about the future direction of the AI industry, but also about the geopolitical tensions that accompany it.

The company DeepSeek, originally a by-product of the Chinese hedge fund High-Flyer, presented a remarkable model back in December 2024 with DeepSeek-V3. This model impressed with its high efficiency and performance, especially given the limited computing resources used to train it. DeepSeek-V3 was developed using an innovative approach that includes a mixture of expert models (Mixture-of-Experts) and Multi-Head Latent Attention Transformer. The model has a total of 671 billion parameters, of which 37 billion are activated for each query. It was trained on a dataset of 14.8 trillion tokens and achieved top performance in benchmarks such as MMLU and MATH. 

Despite a shortage of high-performance computers, DeepSeek has managed to develop an outstanding model that uses significantly fewer specialized chips than comparable Western models. According to reports, DeepSeek-V3 was developed with a budget of just 5.6 million US dollars, while Western competitors such as OpenAI spend over 5 billion US dollars a year. Nevertheless, DeepSeek's reported 5.6 million US dollars must be viewed with caution. ā†’ Continue reading here.

šŸ« FORWARD FUTURE UNIVERSITY

A Deep Dive into Modern Sales Enablement

The landscape of sales training has undergone a dramatic transformation. Gone are the days when sales teams would huddle around lengthy PowerPoint presentations or flip through static PDFs to learn crucial sales methodologies. Today, with the emergence of advanced AI tools like Claude and ChatGPT, we're witnessing a revolution in how sales teams learn and apply fundamental selling frameworks.

As someone who's worked extensively with sales organizations implementing these new technologies, I've seen firsthand how AI can breathe new life into traditional sales methodologies like MEDDIC, Challenger Sale, and Solution Selling. The key isn't just in digitizing content ā€“ it's about creating truly interactive experiences that adapt to each salesperson's learning style and pace.

The Power of Interactive Learning

Let me share a recent example that illustrates this transformation. When implementing MEDDIC training for a large enterprise sales team, we used Claude's Artifacts capability to create interactive scenarios that salespeople could engage with in real-time. Here's an example of what that looks like in practice. ā†’ Continue reading here.

šŸ›°ļø NEWS

Looking Forward

šŸ„‡ Verses AI's Genius Triumphs in Atari Challenge: Genius AI outperformed top algorithms in a classic AI test, achieving 96% faster training and using 90% less data. Verses AI stock surged 300% since December after also beating OpenAI.

šŸ™ļø Switzerland - The Deep Tech Talent Hub of Tomorrow: Switzerland is emerging as a global tech hub with competitive salaries, streamlined hiring, and top universities fueling growth in AI, blockchain, and machine learning.

šŸ“° Quartz Publishes AI-Generated News: Quartz has quietly launched an "AI newsroom" producing short articles sourced from outlets like CNN and TechCrunch, aiming to free up human journalists for in-depth work.

šŸ¤— Hugging Face Simplifies AI Model Deployment: Hugging Face's new Inference Providers feature lets developers run AI models on third-party clouds like SambaNova with just a few clicks.

šŸ§« Quibim Raises $50M to Advance AI in Medical Imaging: The Spanish startup is enhancing disease detection with AI tools like QP-Prostate, aiming to create human body digital twins. Expansion into the U.S. is underway.

šŸ”¬ RESEARCH PAPERS

AI Creates Glow-in-the-Dark Protein Nature Would Take 500 Million Years to Evolve

glowing molecule

Scientists using an AI model, ESM3, have developed a new fluorescent protein, esmGFP, which simulates 500 million years of evolution in just months. This protein, similar to those found in jellyfish and corals, features a genetic sequence 42% unique compared to any known proteins, highlighting the model's ability to innovate beyond natural evolution. ā†’ Read the full paper here.

šŸ“½ļø VIDEO

DeepSeek R1 Shocked The World - Reactions Explained

DeepSeek, a low-cost Chinese AI model, has disrupted the AI landscape by outperforming established models on a shoestring budget. Experts highlight its efficiency, potential geopolitical implications, and economic impact, including market volatility and GPU demand. Get the full scoop in Mattā€™s latest video! šŸ‘‡

šŸ§° TOOLBOX

AI Tools for Smarter GUIs, Stunning 3D Scenes, and Streamlined Social Media

Spell | 3D Worlds

Spell | 3D Worlds from Images: Spell by Spline transforms 2D images into realistic 3D scenes, maintaining depth, reflections, and consistency.

UI-TARS | GUI Automation AI: UI-TARS-7B enables advanced GUI interaction with vision-language capabilities, excelling in perception and reasoning tasks.

Wepost | AI Social Media Manager: Wepost uses AI to create, schedule, and publish content while providing analytics, streamlining marketing efforts.

šŸ¤  THE DAILY BYTE

Metaā€™s Orion AR Glasses: Holograms on Your Face

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