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Top stories today:
- Gemini 2.0 series now broadly available via API, Gemini app
- China ranks 2nd after U.S. with 7 of top 21 AI models
- Arm reports +19% YoY in Q3 FY25 revenue, +190% in net income
- Delaware faces corporate exodus over legal uncertainty
- U.S. adds 183K nonfarm private jobs in Jan.: ADP report
0. Data and calendar
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All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Google’s Gemini 2.0 series now broadly available via API, Gemini app
Gemini models already rank #1, #2, #5, and #10 on the user-voted Chatbot Arena LLM Leaderboard:
The #1 ranked, Flash Thinking, is not yet available via open API (only a limited one)
Gemini 2.0 Flash costs $0.40/1M output tokens, vs. $0.28 for Deepseek V3, $2.19 for R1, $4.40M for the o3-mini (not ranked above), and $10 for 4o
2025 isn’t for guesswork—it’s for knowing what works. Omnisend analyzed 24 billion emails, 230 million SMS messages, and 413 million push notifications sent in 2024. Here’s the scoop:
Email shines: Open rates rose +6% YoY to 26.6%, as consumers embrace email over noisy social ads
SMS surges: 31% more sent YoY, generating $25M in US sales
Automation wins: 2% of emails drove 37% of orders
Fashion flops: Lowest click-to-open rates of any industry
See how 2024 reshaped the game—and what’s hot for 2025
*Sponsored.
3. China ranks 2nd after U.S. with 7 of top 21 AI models
OpenAI’s o3 and o1 have led the frontier AI model race, but DeepSeek’s R1 and V3 and Step-2-16K are not far behind, per Artificial Analysis:
This ranking is based on standardized benchmarks, contrasting to LMArena’s, which is based on blind user votes.
Chinese AI models began catching up to U.S. models on benchmarks in 2024
4 of the top-5 reasoning AI models are from Chinese labs
DeepSeek took the lead from Alibaba in late 2024, following the release of the V3 model
4. Arm reports +19% YoY in Q3 FY25 revenue to $983M, +190% in net income to $252M
