On January 29th, according to Jin10's report, it is rumored that the DeepSeek app is no longer available in the Apple and Google app stores in Italy.

During Apple's earnings conference call, Cook was asked about his views on the future iPhone models in terms of form innovation. In general, he would refuse to disclose information about future products, but this time he gave an encouraging answer. Cook said, 'I think there is still a lot to come in the future. The innovation of the iPhone is far from over, and there is still a lot of innovation space for smartphones. I am extremely optimistic about our product line.' An analyst mentioned the hot Chinese company Depth's large-scale model DeepSeek. Cook believes that DeepSeek's AI model represents 'innovation that drives efficiency.' 'Overall, I think innovation that drives efficiency is a good thing.' (Jinshi)

US stocks opened high and rose, with all three major indexes collectively rising. The Nasdaq rose by more than 2.03%, the S&P 500 rose by 0.92%, and the Dow rose by 0.31%. Most large-cap tech stocks rose, with Nvidia rising nearly 9%, Apple rising by over 3%, Microsoft and Meta rising by more than 2%, and Google and Amazon rising by over 1%. TSL rose slightly, while Netflix fell slightly.

DeepSeek is an AI company incubated by the Chinese quantification company Magic Cube Quantitative, which has quickly risen with its Open Source DeepSeek R1 model and extremely low prices. The company topped the charts on the US Apple AppStore in just 5 days. DeepSeek's success is attributed to its unique talent strategy, favoring young people with no work experience, emphasizing potential and creativity. The company's founder, Liang Wenfeng, believes that skills and passion are more important than experience. DeepSeek's team is mostly made up of recent graduates or individuals with one or two years of work experience, similar to OpenAI's early strategy. Despite facing skepticism, DeepSeek's innovative ability and low-cost miracles have sparked global follow.

Apple rose more than 3% and once again became the company with the highest market capitalization in the world.

The three major U.S. stock indexes closed with mixed results. The Dow rose by 0.65%, the S&P 500 fell by 1.46%, and the Nasdaq fell by 3.07%. NVIDIA fell by about 17%, with a single-day market capitalization evaporating by $589 billion, marking the largest single-day stock evaporation in history. Google fell by over 4%, TSL, Microsoft, and Intel fell by over 2%, while Netflix fell slightly. Apple rose by over 3%, once again becoming the publicly listed company with the highest market capitalization in the world. Meta rose by over 1%.

Apple released software updates for iPhone, iPad, and Mac on Monday, enabling Apple Intelligence by default for devices that support it. These updates include iOS 18.3, iPadOS 18.3, and macOS Sequoia 15.3, while disabling the AI summary feature in the News app due to distorted news push notifications and generating false summaries. Apple Intelligence is still in the official testing phase and is only available in a few English-speaking countries. Enabling AI by default marks a new step for Apple in the full launch of Apple Intelligence.

Just as China is about to usher in the Lunar New Year, the 'phenomenal' rise of Chinese AI startup DeepSeek has 'overturned' the US technology stocks and raised questions about the dominance of US technology in the market. Before the opening of the US stock market on the same day, NVIDIA's stock price plummeted by more than 12%, with an estimated market value evaporation of over $300 billion. Microsoft, Google, Meta, and Amazon's stock prices fell by 4% to 6%, causing the market value of major US technology companies to evaporate by trillions of dollars on the same day. In the coming week, technology companies including Meta, Microsoft, and Apple will all release their financial reports.

On January 27th, Deepseek surpassed ChatGPT to become the number one app in the Apple US App Store. Deepseek has recently performed well, attracting technology giants including Meta to follow it with its low cost strategy of 0.1 yuan per million tokens and outstanding performance. The company was founded by MagicQuant in July 2023 and is known as the 'Pinduoduo' of the AI industry.

On January 27th, ai16z founder Shaw pointed out in a post that competition among AI models is driving technological progress, but the future trend is the open sourcing and cost reduction of models. Hardware and consumer products (such as NVIDIA GPUs, Apple devices) will continue to benefit. As a new application paradigm, AI agents can be embedded in social media, combined with intelligent models and platform connections, generate training data, and drive AI iteration. He believes that agent development is more like an engineering problem than a mathematical one. Currently, top companies have limited progress on heavy research and light product development, while open-source ecology and community collaboration are rapidly advancing agent technology. Although the training resources for top models are enormous, agent technology provides developers with opportunities to participate. Shaw is confident about the future of agents, believing that it will become the core driving force of practical AI applications, and further popularize through open source and productization.