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January 31, 2025, 2:15 PM
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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.
The Verge:
Leaked all-hands: Mark Zuckerberg said Meta sold more than 1M Ray-Ban smart glasses in 2024, revealing sales figures for the first time
Dylan Patel / SemiAnalysis:
A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history  —  The DeepSeek Narrative Takes the World by Storm  —  DeepSeek took the world by storm.  For the last week, DeepSeek has been the only topic …
Stephanie Kirchgaessner / The Guardian:
WhatsApp says it disrupted a campaign in which 90 journalists and other members of civil society were targeted using spyware from Israel-based Paragon  —  Messaging app said it had ‘high confidence’ some users were targeted and ‘possibly compromised’ by Paragon Solutions spyware
Samantha Kelly / CNET:
Apple agrees to a $20M settlement to resolve claims that some Watch batteries swelled over time, potentially damaging other key components, such as the display  —  Eligible Apple Watch owners have until April 10, 2025, to apply for a payout.  —  Owners of certain Apple Watch models …
Kyle Wiggers / TechCrunch:
OpenAI launches o3-mini, its latest reasoning model that it says is largely on par with o1 and o1-mini in capability, but runs faster and costs less
Lauren Feiner / The Verge:
Apple files an emergency motion to halt the remedy trial of the DOJ vs. Google case while it appeals a court's denial of its request to intervene as a defendant  —  The company wants to play a bigger role to avoid ending its lucrative search deal.  —  The company wants to play a bigger role to avoid ending its lucrative search deal.
Costas Mourselas / Financial Times:
Investor letter: Elliott Management warns the White House's embrace of crypto is helping fuel a speculative mania that “could wreak havoc” when prices collapse  —  Supporting digital assets that could marginalise the dollar is ‘dangerous’, investor letter says
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
Bloomberg:
Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips  —  - Nvidia says it ‘insists’ that customers comply with laws  — Singapore accounts for about 20% of Nvidia's revenue
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 …
Wall Street Journal:
SoftBank, which sources say is in talks to invest $15B-$25B in OpenAI and $18B in Stargate, could borrow against its $140B+ Arm stake to fund the investments  —  Japanese conglomerate is in talks to spend up to $43 billion to boost the ChatGPT developer  —  In his newly built palace near Tokyo …
Counterpoint Research:
Indian smartphone market's revenue rose 9% YoY in 2024, with shipments up 1% YoY to 153M units; Nothing was the fastest-growing brand, up 577% YoY  —  - The Indian smartphone market's Revenue on the basis of the wholesale price rose 9% YoY in 2024 to reach a record high.
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  —  Move over, DeepSeek.  There's a new AI champion in town — and they're American.  —  On Thursday, Ai2, a nonprofit AI research institute based …
Dan Primack / Axios:
Source: Anton Levy is stepping down as General Atlantic's co-president and chairman of global technology; Levy led investments in Alibaba, Facebook, and more  —  No word yet on his future plans, although it doesn't sound like anything is imminent.  — Levy will be replaced …
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.
Kyle Wiggers / TechCrunch:
Microsoft creates the Advanced Planning Unit within its Microsoft AI division to help the company understand the societal, health, and work implications of AI  —  Microsoft says that it's creating a new unit, the Advanced Planning Unit (APU), within its Microsoft AI business division …
CRN:
Intel says it no longer plans to sell its next-gen Falcon Shores AI accelerator chip, which was set to launch in late 2025, to focus on its Jaguar Shores chip  —  Interim Intel co-CEO Michelle Johnston Holthaus discloses the pivot in its AI data center strategy as Nvidia forges ahead …

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This is a Techmeme archive page. It shows how the site appeared at 2:15 PM ET, January 31, 2025.

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From Mediagazer

CNN:
Don Lemon pleads not guilty to two federal charges stemming from his reporting at an anti-ICE protest in a Minnesota church

Abbey White / The Hollywood Reporter:
A Q&A with PBS Kids' Sara DeWitt on the effect of cuts to the $112M Ready to Learn grant, including potentially partnering with ad tech companies

Hollie Richardson / The Guardian:
A look at the growth of Belfast in Northern Ireland as a home for producing TV shows, following the success of the comedy Derry Girls

More News

Earlier Picks

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
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
Dylan Butts / CNBC:
Samsung reports Q4 revenue up 12% YoY to ~$52.2B, vs. ~$51.9B est., operating profit up 132% YoY to ~$4.5B, vs. ~$4.7B est., and FY 2024 revenue of ~$207B
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
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