Techmeme
January 31, 2025, 11:20 AM

Top News

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:
The Verge:
CNBC:
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
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 …
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.
Zoë Schiffer / Wired:
Sources: OpenAI plans to release o3-mini today with o1-level reasoning and 4o-level speed, as the company's staff is galvanized by DeepSeek's success  —  After a Chinese-startup roiled the industry, OpenAI readies a response—ahead of schedule.  —  It's been just over a week since DeepSeek upended the AI world.
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.
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 …
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
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 …
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.
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 …
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.
Frederic Lardinois / TechCrunch:
Finout, which makes cloud cost management software, raised a $40M Series C, following a $26M Series B in March, bringing its total raised to $85M  —  Even just a few years ago, FinOps — a collection of best practices to manage the costs of cloud computing — wasn't something that was top of mind for a lot of businesses.
Krisztian Sandor / CoinDesk:
Tether had $13B in 2024 net profits, including ~$7B from its US Treasuries and repo holdings, and $5B from unrealized appreciation of gold and bitcoin holdings  —  Tether, the crypto company behind the largest stablecoin USDT, said on Friday it generated $13 billion group-wide net profits last year in a record-breaking year.
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 …

Sponsor Posts

ElevenLabs:
ElevenAgents by ElevenLabs  —  You know us for voice.  Now meet ElevenAgents — featuring Expressive Mode, our most human-sounding AI voice technology in 70+ languages with ultra-low latency.  Hear it for yourself.
Niantic Spatial:
World models need real-world data  —  Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics.  Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Security update: Retiring weak TLS cipher suites  —  At Zoho Corp, we are dedicated to maintaining the highest security and compliance standards.  As part of our ongoing efforts to enhance security …
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.

Featured Podcasts

Uncapped with Jack Altman:
Max Mullen from Instacart
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Access:
Canva's CEO on what happens when AI does the design
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Upstarts Podcast:
Cohere's Aidan Gomez: The Canadian Founder Taking AI Models To The World, Not Just Big Tech
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
The Nick, Dick and Paul Show:
Data Centers...IN SPACE!!
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Big Technology Podcast:
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 11:20 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.

More News

Earlier Picks

Todd Bishop / GeekWire:
Wall Street Journal:
Abner Li / 9to5Google:
Abner Li / 9to5Google: