AI Wars Heat Up: OpenAI-Kakao Partnership, DeepSeek Disruption, and SoftBank's $3B AI Investment
February 3, 2025
The rise of DeepSeek's high-performance chatbot has raised concerns among U.S. developers, leading to calls for renewed innovation in the tech industry.
OpenAI's CEO recently announced a collaboration with South Korean tech giant Kakao to integrate ChatGPT into its AI services.
In a significant move, SoftBank will invest $3 billion annually to deploy Cristal intelligence across its various businesses.
DeepSeek's entry into the market with its free R1 chatbot has caused significant disruptions, notably resulting in a nearly $600 billion loss in Nvidia's market capitalization.
Despite facing stock fluctuations and regulatory restrictions due to DeepSeek's rise, Nvidia remains focused on its long-term strategies in China.
Altman has tempered expectations regarding OpenAI's future market position, suggesting that its competitive edge may diminish in the coming years.
An article discusses a strategy for selecting trending AI stocks based on hedge fund popularity, indicating potential for market outperformance.
A quarterly newsletter has achieved a remarkable 275% return since May 2014, significantly outperforming its benchmark by 150 percentage points.
Tech Mahindra is responding to employee concerns by implementing salary increases after a prolonged period of stagnant wages.
Observers are closely monitoring discussions between Japan and the U.S. to see how they will influence bilateral relations amid rising geopolitical tensions.
Recent intelligence aligns with reports indicating that North Korean soldiers were withdrawn from the front lines due to heavy casualties.
In a legal victory, the High Court of India set aside a significant arbitral award against NTPC, citing illegality and improper damage quantification.
Summary based on 99 sources
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Sources

Forbes • Feb 4, 2025
Korea’s Kakao Teams Up With OpenAI To Develop AI Products
TechCrunch • Feb 4, 2025
OpenAI doubles down on Asia, partners with Kakao after its big deal with SoftBank | TechCrunch
CNBC • Feb 4, 2025
OpenAI, Kakao to jointly develop AI products for South Korea