✅ Final Thoughts Friday for 2025-01-31
This week, I explored the ups and downs of the AI boom's supremacy claims.
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This week turned out to be a moment of whipsawing and fragility in claims of supremacy all things AI boom related.

Techmeme: DeepSeek's iOS app is now #1 on the App Store's Top Free Apps chart in the US, just ahead of ChatGPT (Anthony Ha/TechCrunch)
By Anthony Ha / TechCrunch. View the full context on Techmeme.

Techmeme: Tech stocks fell sharply over DeepSeek concerns, with MRVL down 19.1%, ORCL down 13.8%, AVGO down 17.4%, TSM down 13.3%, AMD down 6.4%, and ASML down 5.8% (Financial Times)
From Financial Times. View the full context on Techmeme.

Techmeme: OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models (Financial Times)
From Financial Times. View the full context on Techmeme.
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