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Techmeme
January 31, 2025, 6:50 AM
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Top News

CNBC:
Apple reports a record $124.3B revenue in Q1, up 4% YoY, net income up 7.1% to $36.3B, China net sales down 11% to $18.5B, largest drop in China since Q1 2024  —  Analysts are concerned about how Apple will signal the March quarter is shaking out.
Apple Inc.:
Apple Q1: iPhone down 1% YoY to $69.14B, vs. $71.03B est., Mac up 15% to $8.99B, iPad up 15% to $8.09B, and Wearables, Home, and Accessories down 2% to $11.75B  —  All-time records for total company revenue and EPS  —  Services revenue reaches new all-time high
CNBC:
Apple Services revenue reached an all-time high of $26.34B in Q1, up 14% YoY, beating estimates and helping lift the company's gross margin to a record 46.9%
Business Insider:
In a leaked recording of an all-hands meeting, Mark Zuckerberg said Meta was slow to respond to TikTok's rise because “we didn't think TikTok was social”  —  - Mark Zuckerberg addressed several recent policy changes in a company all-hands meeting on Thursday.
Business Insider:
Leaked all-hands recording: Mark Zuckerberg told staff to “buckle up” for an “intense” year, said a changing policy landscape necessitated DEI changes, and more  —  - Meta CEO Mark Zuckerberg told staffers in a Thursday all-hands to be ready for an “intense year.”
Wall Street Journal:
Sources: OpenAI is in early talks to raise up to $40B at a $340B valuation; the startup was last valued at $157B in October, when it raised $6.6B  —  SoftBank would lead $40 billion round for the ChatGPT maker, some of which would go to Stargate AI infrastructure venture.
Jordan Novet / CNBC:
Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates  —  Intel issued disappointing quarterly guidance on Thursday, but reported earnings and revenue that topped estimates.  Shares were up 3% after hours.
Abner Li / 9to5Google:
Google announces a “voluntary exit program” for employees working in the Platforms & Devices group in the US, which includes Android, Chrome, Pixel, and more  —  Last year, the teams responsible for Pixel hardware and Android software were merged into one division …
Wall Street Journal:
Sources: Amazon is ramping up ad spending on X, as companies re-evaluate their stances in a changing political climate; source: Apple considers a return to X  —  Amazon is ramping up ad spending on Elon Musk's X, according to people familiar with the situation, a major shift after pulling …
VideoCardz.com:
Nvidia updates its PC app and rolls out the new GPU drivers, bringing Multi Frame Generation to RTX 50 Series GPUs and DLSS transformer models to all RTX GPUs  —  NVIDIA DLSS4 released, Override feature now available  —  Following the launch of the GeForce RTX 5090 and 5080 …
MK Manoylov / The Block:
Tether plans to bring USDT to the Bitcoin base layer again and to the Layer 2 protocol Lightning Network, following USDT expansions to Celo and other networks  —  - The integration is supported by Taproot Assets, a network that enables interoperability between stablecoins and other assets on the Bitcoin network.
Tom Warren / The Verge:
Sources: Nadella and Microsoft execs moved quickly to get engineers to test and deploy DeepSeek R1 on Azure and GitHub in 10 days, an unusually fast turnaround  —  Microsoft was ready for the next step in AI models.  —  Microsoft was ready for the next step in AI models.
Bloomberg:
The US DOJ sues to block HPE's $14B acquisition of Juniper Networks, arguing the deal would harm competition in the enterprise wireless equipment  —  - Justice Department files complaint in California federal court  — Company executives met with DOJ to discuss concerns this week
New York Times:
Elon Musk is using the same tactics he used during his Twitter takeover at DOGE, including offering exits to federal employees and testing engineering prowess  —  Federal agencies have offered exits to millions of employees and tested the prowess of engineers — just like when Elon Musk bought Twitter.
Tom Warren / The Verge:
Microsoft makes OpenAI's o1 model, branded as “Think Deeper”, free for all Copilot users, after launching o1 in October 2024 as a paid Copilot Pro feature  —  Think Deeper first launched in October as a paid Copilot Pro feature, but it's now free.
Tom Warren / The Verge:
Microsoft unveils Intel-powered Surface Pro 11 and Surface Laptop 7 for businesses, both Copilot+ PCs, starting at $1,500, or $500 more than Qualcomm variants

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 6:50 AM ET, January 31, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Emma Roth / The Verge:
Meta says it may delay its new commercial terms past Nov. 20 after publishers and politicians voiced concerns the terms could let it train AI on their content

Katie Robertson / New York Times:
Bedford Media plans to relaunch Life magazine in November as a print quarterly, following its closure in 2000, and will expand into short-form video and more

Hanaa' Tameez / Nieman Lab:
Vox launches its first app, consolidating text, audio, and video content; vertical videos and podcasts are free but only subscribers can read text stories

More News

Bloomberg:
Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips
Kyle Wiggers / TechCrunch:
The Allen Institute for AI releases Tulu 3 405B, an open source model that it claims outperforms DeepSeek V3 and OpenAI's GPT-4o on certain benchmarks
Todd Bishop / GeekWire:
Amazon sues Washington state to limit the release of public records to The Washington Post about Jeff Bezos' Amazon Project Kuiper satellite facility in Seattle

Earlier Picks

Abner Li / 9to5Google:
Google Search adds Ask for me, which uses AI to call businesses to inquire about availability and pricing, starting with nail salons and auto shops in the US
Stephen Eisenhammer / Reuters:
Mexican President Claudia Sheinbaum writes to Google arguing that Maps should not accept Trump's decision to rename the Gulf of Mexico as the Gulf of America
Aisha Malik / TechCrunch:
Threads adds a dedicated media tab globally for photos and video, days after X and Bluesky added video tabs, and will let users tag people in photos
Ryan Christoffel / 9to5Mac:
Mark Zuckerberg says he wants to make Facebook “way more culturally influential than it is today” and he is focused on returning to “OG Facebook” in 2025
Mistral AI:
Mistral launches Small 3, a latency-optimized 24B-parameter model that it says is competitive with larger models such as Llama 3.3 70B or Qwen 32B
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