Techmeme
February 6, 2025, 9:50 PM

Top News

Amazon.com, Inc.:
Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2024.  Fourth Quarter 2024
Annie Palmer / CNBC:
Amazon expects to boost its capex to $100B in 2025, largely driven by AI and up from 2024's ~$83B, in what Andy Jassy calls a “once-in-a-lifetime” opportunity  —  Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its investments in artificial intelligence.
Natalie Andrews / Wall Street Journal:
US lawmakers introduce a bipartisan bill that would ban DeepSeek's app from government-owned devices, amid concerns that China would be able to access user data  —  Bipartisan bill comes amid concerns that the application allows China to see user data  —  WASHINGTON—Lawmakers plan …
Mark Gurman / Bloomberg:
Sources: Apple plans to unveil its long-awaited overhaul of the iPhone SE as early as next week, opting to reveal it on its website instead of at a launch event  —  - Revamped SE model is set to be unveiled in the coming days  — Apple plans flurry of 2025 products, including smart home hub
Zaheer Kachwala / Reuters:
Take-Two reports Q3 net bookings up 3% YoY to $1.37B, vs. $1.39B est., and reiterates GTA VI is set to launch in the fall of 2025; TTWO jumps 6%+ after hours  —  Take-Two Interactive Software (TTWO.O) forecast its fourth-quarter bookings below Wall Street expectations on Thursday …
Katherine Long / Wall Street Journal:
DOGE staffer Marko Elez resigns after being linked to racist posts on X; he was embedded in the US Treasury and previously worked at SpaceX, Starlink, and X  —  A staffer for Elon Musk's Department of Government Efficiency whose access to U.S. Treasury payment systems was approved …
Washington Post:
Jess Weatherbed / The Verge:
Google starts using SynthID watermarks in Google Photos on images that were edited using Magic Editor, but says some Reimagine edits may be too small to detect  —  But Google admits that some generative AI adjustments may be ‘too small’ for SynthID to detect.
Romain Dillet / TechCrunch:
Mistral releases iOS and Android apps and updates to its AI assistant Le Chat, including a $14.99-per-month Pro tier to access the “highest-performing model”  —  Mistral, the company that is sometimes considered as Europe's great hope for AI, is releasing several updates to Le Chat, its AI assistant product.
Emma Roth / The Verge:
OpenAI opens ChatGPT search to users who are not logged in, after launching it to paying subscribers in October 2024 and logged-in users in December 2024  —  OpenAI is making its AI search engine more accessible.  —  OpenAI is making its AI search engine more accessible.
Paul Sawers / TechCrunch:
GitHub announces updates for Copilot, including Vision for Copilot to generate interfaces, code, and alt text from a screenshot, photo, or a diagram  —  GitHub has announced a slew of updates for Copilot, while also giving a glimpse into a more agentic future for its AI-powered pair programmer.
Maxwell Zeff / TechCrunch:
Stanford and University of Washington AI researchers claim they trained AI reasoning model s1, distilled from a Gemini 2.0 model, for under $50 in cloud compute  —  AI researchers at Stanford and the University of Washington were able to train an AI “reasoning” model for under $50 in cloud compute credits …
Daphné Leprince-Ringuet / Sifted:
France and the UAE agree to develop an up to 1 GW data center in France, representing €30B to €50B in investments for French and Emirati AI, chips, and more  —  France and the UAE have announced a partnership to build a 1GW AI data center, representing up to €50bn in investments
More: Reuters and Le Monde
Cecilia D'Anastasio / Bloomberg:
Roblox reports Q4 revenue up 32% YoY to $988.2M, bookings up 21% YoY to $1.36B, vs. $1.37B est., and DAUs up 19% YoY to 85.3M, vs. 88.4M est.; RBLX falls 15%+  —  - Roblox had 85.3 million daily active users in fourth quarter  — The company's quarterly bookings reached $1.36 billion

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Mark Gurman / Bloomberg:
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