Read Online | Sign Up | Advertise | | | Good morning, AI enthusiasts. OpenAI's Stargate Project be hogging the AI infrastructure headlines, but Meta and Zuck just made a Manhattan-sized move of their own. | But with Chinese models achieving similar results on shoestring budgets, are these billion-dollar bets about to reshape AI completely or reveal a massive spending bubble? | Friendly reminder: Our newsletter is still slowly moving to a new email address. Add news@daily.therundown.ai to your contacts to ensure you keep receiving our emails. | | In today's AI rundown: | Zuckerberg announces $65B AI investment plan Qwen launches model upgrades, 1M token support How to run DeepSeek R1 offline on your computer Perplexity AI proposes new TikTok U.S. merger 4 new AI tools & 4 job opportunities
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| | | | META | |  | Image source: Mark Zuckerberg on Facebook |
| The Rundown: Meta CEO Mark Zuckerberg just announced a massive $60-65B capital expenditure plan for 2025 focused on AI infrastructure, aiming to position Meta AI as the leading assistant and Llama 4 as the state-of-the-art model in the industry. | The details: | The company plans to deploy roughly 1GW of compute power in 2025, building a datacenter so large it would cover a significant portion of Manhattan. Meta aims to amass over 1.3M GPUs by year-end, marking one of the largest AI hardware deployments globally. The investment represents a ~70% jump from 2024's projected spending, with Zuckerberg also predicting that Meta AI will reach 1B users this year. The news comes on the heels of DeepSeek R1 and OpenAI's Stargate Project reveal, which will inject $500B into U.S. AI infrastructure projects.
| Why it matters: The AI infrastructure race is on, with Meta and OpenAI both pouring unfathomable amounts of capital into the creation of giant new U.S. datacenters. The spending also comes despite DeepSeek's recent R1 breakthrough — with the Chinese model performing on par with industry leaders despite a fraction of the training costs. |
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| | ALIBABA | |  | Image source: Qwen |
| The Rundown: Alibaba's Qwen team just unveiled two new open-source models capable of processing up to 1M tokens, alongside significant speed improvements and a revamped Chat interface. | The details: | The new Qwen2.5-1M series includes 7B and 14B parameter models, both supporting 1M token context lengths while maintaining accuracy. Qwen deploys a custom vLLM-inference framework, delivering up to 7x faster processing than other long-context systems. In tests, the Qwen-1M models outperformed other long-context models like Llama-3, GLM-4, and GPT-4 across complex long-text tasks. The release also includes a new Qwen Chat v0.2 upgrade, adding web search, text-to-video generation, and enhanced image capabilities.
| Why it matters: Qwen's open-source 1M models are a hint at whats to come across the industry — with Google's Gemini (2M) and Flash 2.0 Thinking (1M) already leading the way with massive input capabilities. The context increases, paired with faster processing, open up superhuman levels of data analysis and new complex use cases. |
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| | AI TRAINING | | | The Rundown: DeepSeek recently released distilled versions of its R1 model, which can match or even outperform GPT-4o and run completely free on your computer. | Step-by-step: | Download LM Studio from their website for your operating system. Open the app and click the magnifying glass to download a model (recommended: DeepSeek R1 Distill series). Load your model from the top dropdown menu in the chat interface and start chatting.
| Hot tip: These models run completely offline, so you can use them anywhere, even without internet access. |
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| | PERPLEXITY | |  | Image source: The Rundown |
| The Rundown: Perplexity AI just revised its merger proposal for TikTok's U.S. operations, introducing a new structure that would give the US government a significant ownership stake in the social media giant. | The details: | The deal would create a new company called 'NewCo', combining Perplexity AI and TikTok US, potentially worth as much as $300B after an IPO. Under the revised plan, the US government could acquire up to 50% ownership — a key sticking point in President Donald Trump's plan for handling the sale. TikTok's current owner ByteDance would contribute the U.S. operations but keep the core recommendation algorithm under the proposal. Other rumored suitors include Elon Musk, Oracle, and Microsoft — with Trump temporarily restoring the app in the U.S. for 75 days to allow for negotiations.
| Why it matters: Between its Android mobile assistant and recent API launch, Perplexity is quickly evolving from its original answer engine to an AI powerhouse — but a merger with TikTok U.S. would be by far its biggest move yet. However, with the other tech giants with deeper pockets (like Elon) circling, the plan still feels like a longshot. |
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| | | | | 🤖 Operator - OpenAI's first agent for in-browser tasks 📱 Perplexity Assistant - Android agentic assistant capable of controlling phone apps and performing complex tasks 📚 Citations - Allow Claude to ground answers in source documents and provide references 📣 WePost - Generate on-brand marketing with ease
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| | | | | ElevenLabs is reportedly raising a $250M Series C at a $3B+ valuation, with demand surging for its AI voice synthesis and dubbing technology. | Anthropic CEO Dario Amodei predicted that AI could enable humans to live 2x longer by 2030, with the tech compressing a century of research progress into 5-10 years. | xAI is reportedly developing a voice interface for its Grok iOS app with both proprietary and ElevenLabs voice options, also capable of leveraging real-time data. | OpenAI expanded Canvas functionality in ChatGPT with new rendering capabilities and o1 model support, also rolling out desktop app access across all subscription tiers.
Legendary musician Paul McCartney spoke out against the UK's proposed AI copyright law changes, warning they could "rip off" musicians without compensation. | OpenAI CEO Sam Altman said that advances in AI will eventually require changing the social contract, with "the whole structure of society up for debate and reconfiguration." |
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| | That's it for today!Before you go we'd love to know what you thought of today's newsletter to help us improve The Rundown experience for you. | | See you soon, | Rowan, Joey, Zach, Alvaro, and Jason—The Rundown's editorial team |
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