DeepSeek Sinks Nvidia, Buoys Apple - MOSK: 01.28.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 28 January 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Chinese A.I. Assistant DeepSeek Hits Top Spot in App Store - DeepSeek Sinks NVIDIA Shares, Buoys AAPL - Apple: 68% of iPhones Running iOS 18 - Next Round of Apple OS Updates Released to the Masses - In-the-Wild Security Exploit Addressed in Many Monday Updates - Apple Updates Apple Sports to v2.4 - Apple Outlines Steps for Prompting AirPods Firmware Updates - Jury Sides with Shyamalan in “Servant” Copyright Trial - Apple Announces Black Unity Watch Bands, Watch Faces, and Wallpapers - The importance of family passwords and more on the toll road smishing attempts on Checklist 408 - Family Passwords and Smishing, Revisited - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OS Ken.
0:08.9	AI rocks the stock market in an unfun way.
0:12.7	Apple releases OS updates and a watch ban for Black History Month.
0:17.9	It is Tuesday, the 28th of January, 2025. I'm Ken Ray, and this is news from MacOS Ken.
0:26.7	Brought to you by yours truly and supported by people like you. Patrons through Patreon.
0:34.4	Find out more and than your support at patreon.com slash macOS cam.
0:43.1	It's not usually news when an app comes seemingly from out of nowhere and shoot straight to the top of the app store.
0:50.5	What happened yesterday was more than that, though.
0:53.7	NGadgett says it was the app for the Chinese AI assistant DeepSeek that pulled that off.
1:00.0	According to the report, it's powered by the open source DeepSeek version 3 model,
1:04.8	which reportedly requires far less computing power than competitors and was developed...
1:09.0	I'm sorry, and was developed for under
1:12.8	$6 million, according to disputed claims by the company. Disputed or not, the deep seek
1:20.6	news kind of cratered a number of shares. Sort of makes sense. I mean, tech firms and investors
1:26.2	are pouring billions with a B dollars into artificial intelligence, only to have Deep Seek come in and hit Claude 3.5 and GPT-40 levels of functionality for less money than it takes to make an average episode of television.
1:41.1	Again, assuming Deep Seek's numbers are legit.
1:45.6	Winning the day? Tickr symbol AAPL.
1:49.6	A piece from Barron's points out that Apple has relatively little exposure on the investment side of AI.
1:56.2	Certainly considerably less than Microsoft, down 2% Monday.
2:00.7	Google, down 4% Monday,
2:03.9	and probably the most exposed,
2:05.8	NVIDIA, down 17% on Monday.
	...

Transcript will be available on the free plan in -63 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.