by Malcolm Murray
As someone who thinks about AI day-in and day-out, it is always fascinating to see which events in the AI space break out of the AI bubble and into the attention of the wider public. ChatGPT in November 2022 was of course one. The podcast-creating ability of Google’s NotebookLM almost got there, but didn’t quite reach the “getting-texts-from-grandma” level of virality. But this week, with DeepSeek’s launch of its R1 model, we had another event at the ChatGPT level that again resulted in questioning texts from spouses and colleagues.
There have already been a thousand takes on this and I apologize in advance if you’re already sick of the subject. However, I hope this piece can give you what Brad DeLong calls Value Above Replacement, since it shows where the myriad takes fit in the current broader narratives. I also shine a light on the “Model T” aspect, that I feel has been somewhat overlooked.
First, there is the geopolitical take, or what we can more formally call the delta between US and China. This is why Marc Andreessen and others referred to DeepSeek as a “Sputnik moment”. The long-standing assumption was that China was 1-2 years behind the U.S. in developing AI models. This assumption shattered this week; it turns out China is only a few months behind. This also relates to the long-cherished view in the U.S. of China being solely a fast follower, only able to copy the U.S., which the DeepSeek engineers put an end to by pioneering some very smart machine learning techniques, such as greater efficiencies from better use of Mixture of Experts (MOE) and Multi-Head Latent Attention (MLA). So it makes sense that this would be a shock to many Americans. However, the Sputnik analogy per se doesn’t fully make sense. Given all the focus the U.S. already has on AI and the huge investments it is already making, it is unclear how this “Sputnik moment” would change things. Trump, Altman and co just announced $500 billion in funding for Stargate, so what are they going to do as a DeepSeek response, announce another $500 billion? That seems a bit hard given that most of the money in the Stargate announcement was already committed years ago and the rest of it might be vapor dollars that do not actually exist. Read more »



Like the Montagues and Capulets, the owners of Zam Zam and Victory restaurants – adjacent to one another on Singapore’s North Bridge Road – have been at war for roughly a century. A one-time partnership turned bad led to two families operating restaurants with almost identical menus to operate in parallel.

January 16 is the anniversary of the death of Margarete Susman (1872-1966), the German-born Jewish philosopher and poet who survived the Third Reich in Swiss refuge and is buried in Zurich. To mark the occasion this year, Martin Kudla, a lecturer in Jewish intellectual history in Germany, organized a performance of lyrical texts by Susman that had been set to music by various 20th-century composers, and which he had discovered doing archival work, sung by a mezzosoprano with piano accompaniment in a recital held at Goethe University in Frankfurt.
Are you savvy?


Oscar Murillo. Manifestation 2019-2020.
We’re being asked to believe six impossible things before breakfast. We have to reckon with several upheavals at once: more conflicts, discrimination, poverty, illness, and natural disasters than many of us have ever seen in our comfortable lifetimes, and without a clear path forward. It’s unsettling. It feels necessary to find courage for this disquieting time. I was recently reminded of
Does food express emotion? At first glance, most people might quickly answer yes. Good food fills us with joy, bad food is disgusting, and Grandma’s apple pie warms and comforts us. However, these reactions confuse causation with expression. We can see the confusion more clearly if we look at how music can cause emotion. A poorly performed song might make us feel sad but is not expressing sadness. Similarly, I might feel exhilarated listening to Samuel Barber’s serene yet sorrowful Adagio, but the work does not express exhilaration. Bad food might disgust us, but it isn’t expressing disgust, just as great food causes pleasure but doesn’t express it. Expression involves more than causing an effect; it requires communication, revelation, or the conveyance of meaning. Causation is related to expression, but they are not synonymous.