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February 6, 2025, 9:40 PM
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| 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
More: cloudflare.net, GeekWire, Constellation Research, and Entrepreneur
X: @danielnewmanuv, @thetranscript_, @danielnewmanuv, @toddbishop, @munster_gene, @thetranscript_, @firstadopter, @beth_kindig, @beth_kindig, @thetranscript_, @amazon, @thetranscript_, @stockmarketnerd, @firstadopter, @thetranscript_, @amazonnews, @thetranscript_, @thetranscript_, @firstadopter, @munster_gene, and @munster_gene
| Annie Palmer / CNBC: |
Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est. and above 13% YoY growth in Q4 2023, and AWS operating income up 47% YoY to $10.6B — Amazon reported better-than-expected earnings and revenue for the fourth quarter, but it gave disappointing guidance for the current period.| 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 …
More: Ars Technica, 9to5Mac, SiliconANGLE, Josh Gottheimer, Android Authority, Android Police, NBC News, The Record, Bloomberg, Engadget, Forbes, Business Standard, PYMNTS.com, WinBuzzer, Business Insider, CNN, Semafor, Techstrong.ai, Research & Development World, Fortune, nextpit, Washington Examiner, ABC News, DNyuz, Quartz, Fox Business, and The National Pulse
Bluesky: @desert29girl, @occupymaga, and @elkmovie
X: @benfritz, @sam_baker, @msmelchen, @repjoshg, and @yahoofinance. LinkedIn: Massimo Donna. Forums: Ars OpenForum
| 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
More: Business Today, MacRumors, XDA Developers, 9to5Mac, Appleosophy, The Verge, AppleInsider, MacRumors, Forbes, iClarified, Patently Apple, TechRadar, and Digital Trends
Forums: r/apple, Slashdot, and MacRumors Forums
| 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 …
More: IGN, Take-Two Interactive, Variety, VentureBeat, GamesIndustry.biz, VICE, Video Games Chronicle, Comic Book, and Sherwood News. X: @deeketweak
| 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 …
More: Wired, ProPublica, CNBC, The Register, SiliconANGLE, The Verge, Benzinga, Gizmodo, New York Magazine, NPR, The Bulwark, Mediaite, Futurism, New York Post, Simon Owens's Media Newsletter, Axios, The Hill, Forbes, Raw Story, KRON4, Notes on the Crises, The Independent, and TechCrunch
X: @moorehn, @pitdesi, @iwillleavenow, @byklong, @billkristol, @pitdesi, @rachelvand, and @riegerreport
| Washington Post: |
More: Wired, PYMNTS.com, Gizmodo, Futurism, NBC News, Daily Kos, International Business Times, Raw Story, The Register, Forbes, and Mother Jones
Bluesky: @bgrueskin, @andrewtorrez, @alondra, @repdelbene, @jfcath, @rimaanabtawi, @occupymaga, @camerondurham, @camerondurham, @emptywheel, @stucowan, and @rodhilton.com. Mastodon: @jeffjarvis@mastodon.social
| Abner Li / 9to5Google: |
Email: Google is testing a Search “AI Mode” powered by Gemini 2.0 that lets users ask “open-ended / exploratory questions” and get AI Overview-style responses — As previously spotted, Google Search is working on a new “AI Mode” that offers a “persistent place” …
More: Spyglass, Android Police, Platformer, WinBuzzer, Search Engine Land, Android Headlines, Android Authority, Android Central, and Business Standard. Forums: Slashdot
| 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.
More: The Keyword, Engadget, Digital Trends, PetaPixel, TechCrunch, Android Headlines, WinBuzzer, Android Authority, Droid Life, Android Police, Trusted Reviews, Phandroid, and Android Faithful. Forums: r/Android
| Romain Dillet / TechCrunch: |
Mistral releases iOS and Android apps and unveils several updates to its AI assistant Le Chat, including a $14.99 per month Pro tier — 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.
More: Mistral AI, 9to5Mac, MacRumors, PYMNTS.com, Business Insider, The Decoder, Cerebras, Techstrong.ai, The Information, KnowTechie, VentureBeat, Yahoo Finance, SiliconANGLE, Reuters, and TestingCatalog
Bluesky: @shlead. X: @dhravyashah, @turnernovak, @qtnx_, @kimmonismus, @suhail, @ericschmidt, @shikhar_sri, @nkkall, @kylebrussell, @mohamed3on, @pkoval, @onetwoval, @dchaplot, @felix_nuno, @paulbz, @teroterotero, @julienetaix, @altryne, @mistralai, @hakimsidahmed1, @levi_xubbbb, @burkov, @marcosgorgojo, @europeanpan, @arthurmensch, @alexmasmej, @nremond, @simonbitwise, @arthurmensch, @divyanshkul, @terryyuezhuo, and @polmaire. LinkedIn: Marjorie Janiewicz. Forums: r/LocalLLaMA
| Bloomberg: |
Sources: Winklevoss' crypto exchange Gemini is considering an IPO as soon as this year; crypto exchange operator Bullish is also considering an IPO in 2025 — Gemini, the cryptocurrency firm backed by the billionaire Winklevoss twins, is considering an initial public offering as soon as this year …
More: PYMNTS.com, CoinDesk, The Information, The Block, CoinGape, CryptoSlate, Crypto Briefing, and crypto.news
| Julaiza Alvarez / Bloomberg: |
Pinterest reports Q4 revenue up 18% YoY to $1.15B, vs. $1.14B est., MAUs up 11% YoY to 553M, and forecasts Q1 revenue will top est.; PINS up 14% after hours — Pinterest Inc. posted strong holiday-quarter revenue and gave an upbeat forecast for sales in the current period …
More: PYMNTS.com, Pinterest, Reuters, CNBC, and Benzinga
| MacKenzie Sigalos / CNBC: |
Affirm reports Q2 revenue up 47% YoY to $866M, vs. $807M est., GMV up 35% YoY to $10.1B, and active consumers up 23% YoY to 21M; AFRM jumps 10%+ after hours — WATCH NOW — Affirm shares jumped more than 15% in extended trading on Thursday after the provider of buy now, pay later loans …
More: Benzinga, Affirm, and Associated Press
| 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.
More: Ghacks, VICE, Android Police, Tom's Guide, MakeUseOf, WinBuzzer, iDownloadBlog.com, Android Headlines, CNET, iPhone in Canada Blog, PCWorld, Windows Central, Livemint, Wccftech, TechSpot, TechRadar, The Decoder, The Indian Express, Laptop Mag, Business Standard, TestingCatalog, Neowin, and MacRumors
| 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.
More: The GitHub Blog, Visual Studio Magazine, ZDNET, Thurrott, Maginative, and Neowin
X: @satyanadella and @ashtom
| Jenna McLaughlin / NPR: |
Sources: some staffers at CISA were given deferred resignation offers and just hours to decide whether to accept them, extending broader cybersecurity fears — Employees at the Department of Homeland Security's Cybersecurity and Infrastructure Security Agency, or CISA … | 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 …
More: simplescaling on GitHub, arXiv.org, The Verge, AI Daily News, TechSpot, iPhone in Canada Blog, Digital Trends, GeekWire, Fortune, Gizmodo, MarkTechPost, BGR, SiliconANGLE, Interesting Engineering, Sherwood News, WinBuzzer, and Simon Willison's Weblog
Bluesky: @vordio.net, @yungherzog, @edzitron.com, @calebheeringa, @achtminus, @mims, @flutxo, @gcampax.com, @khunger, and @edzitron.com. Mastodon: @LeviKornelsen@dice.camp
X: @arankomatsuzaki, @nathanbrasher, @chai_research, @vin_sachi, @albalakalon, @andrewcurran_, @reach_vb, @abrichr, @mishig25, @natolambert, @sirajraval, @zitongyang0, @simonw, @muennighoff, @dimitrispapail, @rao2z, @huybery, and @omarsar0
Forums: Hacker News, r/wallstreetbets, Beehaw, and Slashdot
| Sharon Goldman / Fortune: |
Sources: OpenAI co-founder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup; he left Anthropic after joining the startup in August 2024 — OpenAI cofounder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup after departing Anthropic just five months … | 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| TechCrunch: |
Kelly Stonelake, a former Meta director who was at the company from 2009 to 2024, sues Meta, alleging sexual harassment, sex discrimination, and retaliation — One of Meta's earliest employees is suing the company for sexual harassment, sex discrimination, and retaliation … | 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 billionSponsor Posts
Command Line:
Bringing local models and sandboxed tools to Windows and GitHub Copilot — GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
Bringing local models and sandboxed tools to Windows and GitHub Copilot — GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
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.
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
Sources:
Qualcomm's CEO on the coming AI phone supercycle
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
The Upstarts Podcast:
Bringing Back Mammoths And Building Noah's Ark 2.0 | Colossal's Ben Lamm
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.
Great Chat:
The launch industrial complex
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Big Technology Podcast:
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
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.
Channels with Peter Kafka:
Larry Ellison's Media Ambitions & Kevin Roose on AI's Biggest Gamble
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
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