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January 29, 2025, 5:05 PM
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| Microsoft: |
Microsoft reports Q2 revenue up 12% YoY to $69.6B, Microsoft 365 Commercial products and cloud services up 15%, LinkedIn up 9%, and net income up 10% to $24.1B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 29, 2025 — Microsoft Corp. today announced …
More: New York Times and Constellation Research
| Jordan Novet / CNBC: |
Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1 — Microsoft shares fell 5% in extended trading on Wednesday after the software company issued fiscal second quarter results …
More: Semafor, The Information, GeekWire, Reuters, Bloomberg, Business Insider, Associated Press, Proactive, Benzinga, and CRN
| Meta: |
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024 — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
More: Wall Street Journal, Investing.com, Deadline, CNBC, Quartz, Yahoo Finance, The Hollywood Reporter, Variety, and CNBC
X: @richlightshed, @thetranscript_, @lexnfx, and @rihardjarc
| Financial Times: |
OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models — White House AI tsar David Sacks raises possibility of alleged intellectual property theft
More: Wired, 404 Media, BBC, New York Times, Wiz Blog, TechRadar, The Guardian, Barron's Online, Reuters, The Verge, MacRumors, The Information, Fox News, Gizmodo, Axios, Associated Press, Business Insider, Forbes, Windows Central, International Business Times, Cautious Optimism, Mashable, Entrepreneur, Music Business Worldwide, Nikkei Asia, Interesting Engineering, Fortune, Futurism, Inside Bitcoins, Digital Music News, Wall Street Journal, en.ain.ua, Marcus on AI, PR Daily, Sherwood News, ZeroHedge News, Engadget, BGR, WinBuzzer, and Tech Startups
Bluesky: @mims, @tomwarren.co.uk, @mmasnick, @stevefaktor.com, and @pelops
Mastodon: @timnitGebru@dair …, @ancatdubh@mastodon.ie, @brucelawson@social …, and @GossiTheDog@cyberplace.social
X: @markchen90, @edzitron, @firstadopter, @krishnanrohit, @vikhyatk, @wzihanw, @mayazi, @dan_jeffries1, @ananayarora, @gfodor, @quixoteknight, @rasmus_kleis, @cristinacriddle, @gallabytes, @emollick, @zeyuanallenzhu, @kortizart, @max_paperclips, @eleanorolcott, @angelazhanghk, @marietjeschaake, @daveg, @jxmnop, @nearcyan, @triskweline, @denisewu, @jukanlosreve, @nicoleperlroth, @yacinemtb, @aidan_regan, @deliprao, @markchen90, @wassielawyer, @can, @paulskallas, @stevesi, and @palmerluckey
LinkedIn: Xingchu Liu, Ph.D., Pritam Bordoloi, Guan Seng Khoo, PhD, and Georg Zoeller
| Bloomberg: |
Sources: Microsoft and OpenAI are investigating whether a DeepSeek-linked group obtained a large amount of data from OpenAI's API in an unauthorized manner — Microsoft's security researchers in the fall observed individuals they believe may be linked to DeepSeek exfiltrating a large amount …
More: International Business Times, The Guardian, Lago, Forbes, The Hill, Quartz, TechCrunch, Fast Company, PC Gamer, Tom's Hardware, PaymentSecurity.io, New York Post, PCMag, Fox News, Fortune, IJR, iTnews, Techstrong.ai, Android Police, Tech.co, The Windows Club, Technext, IGN, Digital Trends, AI News, Analytics India Magazine, and Maginative
X: @kevinroose, @newley, @sawyermerritt, @mrbcyber, @benitoz, and @shiringhaffary
Forums: Hacker News, r/LocalLLaMA, r/technology, and r/wallstreetbets
| Jackie Davalos / Bloomberg: |
More: Wall Street Journal, Reuters, Android Sage, TechCrunch, Fox News, Mashable, Plagiarism Today, Axios, Proactive, Time, Forbes, and Quartz
Bluesky: @dbsmasher.com, @quinnypig.com, @brettfavaro, @daledoback3, @brianstorms, @micah541, @karlbode.com, @jetjocko, and @rtm223.me. Mastodon: @billbennett@mastodon.nz
X: @yacinemtb, @autismcapital, @alexandr_wang, @tsarnick, @menhguin, @yacinemtb, @gfodor, and @aravsrinivas. Forums: r/technology
| Eduardo Baptista / Reuters: |
Alibaba releases Qwen 2.5-Max, an AI model that the company's cloud unit claims “outperforms” GPT-4o, DeepSeek-V3, and Llama-3.1-405B “almost across the board” — Chinese tech company Alibaba (9988.HK) on Wednesday released a new version of its Qwen 2.5 artificial intelligence model …
More: Qwen, Forbes, Benzinga, Decrypt, SiliconANGLE, Fox Business, Inside Bitcoins, Unite.AI, Bloomberg, The Decoder, Maginative, Futurism, The Independent, PC Gamer, Analytics India Magazine, Livemint, Barron's Online, Tech Startups, Tech.co, Technext, The Federalist, CoinGape, and Financial Express
X: @alibaba_qwen, @huybery, @tekbog, @justinlin610, @ai_for_success, @hsu_steve, @alibaba_qwen, @_akhaliq, and @justinlin610
Forums: Hacker News, r/artificial, r/China, r/news, r/technology, r/technews, r/Sino, r/worldnews, r/OpenAI, r/AMD_Stock, and Slashdot
| Dario Amodei: |
DeepSeek makes US export controls to China even more important, and DeepSeek-V3 is not a unique breakthrough but an expected point on a cost reduction curve — A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company …
More: Ed Zitron's Where's Your Ed At, TechCrunch, Simon Willison's Weblog, The Week, 404 Media, The Decoder, CNBC, Exponential View, Semafor, Marcus on AI, and Financial Times
Bluesky: @caseynewton, @marypcbuk, @dmitri.silverado.org, and @moskov.goodventures.org
X: @om, @andrewcurran_, @bantg, @rakyll, @chetanp, @nrehiew_, @rakyll, @altryne, @alexfriedland, @lmatsakis, @darioamodei, @_andreamiotti, @yacinemtb, @modeless, @emollick, @hyhieu226, @jtasioulas, @firstadopter, @ankesh_anand, @mmurph, @danielmerja, @npcollapse, @ohlennart, @s_oheigeartaigh, @s_oheigeartaigh, @dalperovitch, and @garymarcus
LinkedIn: James Garner and Fred Bliss
Forums: Hacker News and r/singularity
| Tom Warren / The Verge: |
Microsoft adds DeepSeek's R1 to Azure AI Foundry and GitHub, and plans to make a distilled, smaller version of R1 available to run locally on Copilot+ PCs soon — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers. — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.| Ryan Browne / CNBC: |
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024 — Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …
More: Reuters, Quartz, ASML Netherlands BV, Investing.com, Inside Bitcoins, Motley Fool, Euronews, The Register, Proactive, FX Empire, Bloomberg, CNBC, and Bloomberg
Forums: r/AMD_Stock and r/wallstreetbets
| Ryan Browne / CNBC: |
| Zaheer Kachwala / Reuters: |
Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like BTC and other cryptocurrencies — Truth Social parent Trump Media and Technology Group (DJT.O) said on Wednesday its board of directors has approved the launch …
More: Trump Media & …, CNBC, DL News, Bank Automation News, PYMNTS.com, Capital Brief, The Block, The Block, The Guardian, Forbes, MarketWatch, Seeking Alpha, The Independent, Newsweek, BeInCrypto, Cryptopolitan, ReadWrite, Wccftech, Motley Fool, Fast Company, Benzinga, Axios, Wall Street Journal, CoinDesk, Watcher Guru, Protos, Crypto Briefing, CNN, Decrypt, CryptoSlate, CoinGape, Bloomberg, Quartz, and Fortune. Bluesky: @owillis
| Jay Peters / The Verge: |
Comcast starts rolling out its “pioneering new, ultra-low lag connectivity experience” to select US cities, using the L4S standard to significantly cut latency — The new technology is based on a standard called L4S, which can significantly reduce latency to help things like video games feel smoother.
More: Comcast, PCMag, Engadget, Tom's Hardware, VentureBeat, Apple World Today, TechSpot, CGMagazine, and Digital Trends
| Stefano Bernabei / Reuters: |
DeepSeek disappears from Apple's and Google's app stores in Italy, a day after Italy's data protection regulator said it asked DeepSeek about personal data use — The Chinese artifical intelligence application DeepSeek appeared to be unavailable on Wednesday in Apple and Google app stores in Italy on Wednesday.
More: TechCrunch, The Guardian, Reuters, TechCrunch, Tech.co, CoinGape, Neowin, Livemint, and Bloomberg
| New York Times: |
How employees at Meta, Google, and more have quietly protested tech's rightward shift, as Mark Zuckerberg and others embrace Trump and muffle internal dissent — As Mark Zuckerberg and other tech titans have embraced President Trump and muffled internal dissent at their companies … | Wall Street Journal: |
US officials and Google researchers: China, Iran, and 18+ other countries use AI tools like Gemini to bolster their cyberattacks against US and global targets — A cyber-threat report from Google is shedding light on how foreign actors are leveraging generative AI to boost their hacking prowess.
More: Google Cloud Blog, PCMag, SiliconANGLE, Infosecurity, Cyber Security News, and ComputerWeekly.com
X: @philvenables, @azakasekai_, @jsrailton, @jsrailton, and @jsrailton
| Bloomberg: |
Sources: the Trump administration is exploring additional curbs on the sale of chips to China to cover Nvidia's scaled-down H20, designed for the Chinese market — - Officials had very early talks about restricting the H20 chip — Nvidia designed the scaled-down H20 product for Chinese market
More: Tom's Hardware, Reuters, Yahoo Finance, Proactive, Wccftech, Benzinga, TipRanks Financial, and FX Empire
X: @kobeissiletter and @mackhawk
| Wall Street Journal: |
Sources: Trump signs an agreement calling for Meta to pay ~$25M to settle a 2021 lawsuit he brought after Meta suspended his accounts after the January 6 riot — The president had sued the social-media company after his accounts were suspended — President Trump has signed settlement papers …
More: Just The News and The Independent
Bluesky: @noupside and @jeffhorwitz
X: @rebeccaballhaus, @mattgertz, and @meghanbobrowsky
| Gene Maddaus / Variety: |
The US Copyright Office says using AI tools to assist in creative processes doesn't compromise copyright protections as long as the content has human authorship — The U.S. Copyright Office declared Wednesday that the use of artificial intelligence tools to assist in the creative process does not undermine the copyright of a work.| New York Times: |
Sources detail Elon Musk's time in government, bringing his friends and employees, as he races to cut staff; Musk's plane has not left DC since the inauguration — The billionaire and his Silicon Valley associates landed in the capital and immediately moved to cut the size of the federal government …
More: Associated Press, Business Insider, and The Guardian
| Vittoria Elliott / Wired: |
More: The Verge, Citation Needed, Wired, PCMag, New York Magazine, Talking Points Memo, Fortune, New Republic, American Banker, American Prospect, and Barron's Online
Bluesky: @mmasnick, @david.noll.org, @joshtpm, @taniel, @shannonbond, @dell, @dell, @sethabramson, and @telliotter. Mastodon: @jmac@masto.nyc. Threads: @tomgara
X: @chrismurphyct, @politicalmath, @helaineolen, @canderaid, @silvermanjacob, @aquariusacquah, @timjhogan, @jrhennessy, @nukestrat, @davidgross_man, @posting_forever, @river_is_nice, @ericbrownzzz, @luke_metro, @bad_takes, @cszabla, @centristmadness, @jessesingal, @tysonbrody, @_waleedshahid, @brendan_duke, @quantian1, @neosovietposter, @matthewstoller, @mattbruenig, @jessesingal, and @richard_normal
| Alex Weprin / The Hollywood Reporter: |
Netflix now lets iPhone and iPad app users download an entire TV show season with one tap, a much-requested feature that launched on Android in 2021 — The new feature lets users download an entire season of a show with one tap.
More: MacRumors, Android Police, AppleInsider, Neowin, TechRadar, iDownloadBlog.com, The Verge, TweakTown, TechCrunch, Apple World Today, MakeUseOf, 9to5Mac, Cult of Mac, Trusted Reviews, Streaming Better, Pocket-lint, iPhone in Canada Blog, Tom's Guide, and BGR
Forums: r/apple and MacRumors Forums
| Mark Gurman / Bloomberg: |
Sources: Apple has been working with SpaceX and T-Mobile to add Starlink support from iOS 18.3; T-Mobile is testing it with some users, exclusively for texting — - T-Mobile begins pushing offering in limited beta test to users — Apple Inc. has been secretly working with SpaceX …
More: TechSpot, PCMag, MobileSyrup, Benzinga, Forbes, The Information, Watcher Guru, GSMArena.com, Proactive, MacRumors, Reuters, CNET, Total Telecom, Engadget, Gizchina.com, CNBC, Pocket-lint, Apple World Today, Tech Startups, Mobile World Live, Tom's Guide, iPhone in Canada Blog, and Mashable
Forums: Hacker News, r/apple, r/wallstreetbets, r/tmobile, r/GSAT, r/Starlink, r/technology, and MacRumors Forums
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