#198 - DeepSeek R1 & Janus, Qwen2.5, OpenAI Agents

Our 198th episode with a summary and discussion of last week's big AI news!

Recorded on 01/31/2024

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Hosted by Andrey Kurenkov (twitter.com/andrey_kurenkov) and Jeremie Harris (twitter.com/jeremiecharris).

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In this episode:

- DeepSeek releases R1, a competitive AI model comparable to OpenAI’s O1, leading to market unrest and significant drops in tech stocks, including a 17% plunge in NVIDIA's stock.

- OpenAI launches Operator to facilitate agentic computer use, while facing competition from new releases by DeepSeek and Quen, with applications seeing rapid adoption.

- President Trump revokes the Biden administration's executive order on AI, signaling a shift in AI policy and deregulation efforts.

- Taiwanese government clears TSMC to produce advanced 2-nanometer chip technology abroad, aiming to strengthen global semiconductor supply amidst geopolitical tensions.

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Timestamps + Links:

• (00:00:00) Intro / Banter

• (00:03:01) Response to listener comments

• Projects & Open Source

• (00:06:26) DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning (arxiv.org/abs/2501.12948v1)

• (00:30:25) Viral AI company DeepSeek releases new image model family (techcrunch.com/2025/01/27/viral-ai-company-dee…)

• (00:34:07) Qwen2.5-1M Technical Report (arxiv.org/abs/2501.15383v1)

• (00:38:32) Alibaba’s Qwen team releases AI models that can control PCs and phones (techcrunch.com/2025/01/27/alibabas-qwen-team-r…)

• Tools & Apps

• (00:42:09) OpenAI launches Operator, an AI agent that performs tasks autonomously (techcrunch.com/2025/01/23/openai-launches-oper…)

• (00:47:37) DeepSeek reaches No. 1 on US Play Store (techcrunch.com/2025/01/28/deepseek-reaches-no-…)

• (00:52:17) Alibaba rolled out Qwen Chat v0.2 and Qwen2.5-1M model (testingcatalog.com/alibaba-rolled-out-qwen-cha…)

• (00:53:50) Perplexity launches US-hosted DeepSeek R1, hints at EU hosting soon (testingcatalog.com/perplexity-launches-us-host…)

• (00:55:31) Apple is pulling its AI-generated notifications for news after generating fake headlines (cnn.com/2025/01/16/media/apple-ai-news-fake-he…)

• (00:59:00) French AI ‘Lucie’ looks très chic, but keeps getting answers wrong (thetimes.com/world/europe/article/french-ai-lu…)

• Applications & Business

• (01:02:09) DeepSeek’s New AI Model Sparks Shock, Awe, and Questions From US Competitors (wired.com/story/deepseek-executives-reaction-s…)

• (01:07:49) Microsoft loses OpenAI exclusive cloud provider status to $500 billion Stargate project (windowscentral.com/microsoft/microsoft-loses-o…)

• (01:13:00) OpenAI adds BlackRock exec Adebayo Ogunlesi to board of directors (cnbc.com/2025/01/14/openai-says-blackrock-exec…)

• (01:15:00) ElevenLabs has raised a new round at $3B+ valuation led by ICONIQ Growth, sources say (techcrunch.com/2025/01/24/elevenlabs-has-raise…)

• Policy & Safety

• (01:16:00) Donald Trump unveils $500 billion Stargate Project to build AI infrastructure in the US, promising over 100K jobs (indianexpress.com/article/technology/artificia…)

• (01:20:36) Trump Revokes Biden AI Policy, Signs Executive Order to Strengthen AI Leadership (aibusiness.com/responsible-ai/trump-revokes-bi…)

• (01:23:20) Anthropic CEO doesn’t see DeepSeek as ‘adversaries,’ but says export controls are critical (cnbc.com/2025/01/29/anthropic-ceo-amodei-says-…)

• (01:30:26) Taiwanese govt clears TSMC to make 2nm chips abroad — country lowers its 'Silicon Shield' (tomshardware.com/tech-industry/taiwanese-govt-…)

• (01:33:01) Outro

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