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February 6, 2025, 8:55 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: GeekWire, cloudflare.net, Entrepreneur, and Constellation Research
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 AWS operating income of $10.6B, up from $7.2B in Q4 2023 — Amazon reported better-than-expected earnings and revenue for the fourth quarter, but it gave disappointing guidance for the current period. The stock slipped in extended trading.
More: Runtime, Thurrott, Reuters, Proactive, Sherwood News, and SupplyChainBrain. Forums: r/StockMarket
| Annie Palmer / CNBC: |
Amazon expects to boost its capex to $100B in 2025, largely driven by AI and up from 2024's ~$83B, on 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 the app allows China to see user data — Bipartisan bill comes amid concerns that the application allows China to see user data — WASHINGTON—Lawmakers plan to introduce …
More: Ars Technica, 9to5Mac, SiliconANGLE, Josh Gottheimer, Android Police, Android Authority, NBC News, The Record, Engadget, Cyber Daily, Bloomberg, Associated Press, Forbes, PYMNTS.com, WinBuzzer, Business Insider, 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: MacRumors, XDA Developers, 9to5Mac, Appleosophy, The Verge, AppleInsider, MacRumors, Forbes, iClarified, TechRadar, Patently Apple, and Digital Trends
Bluesky: @parkerortolani.com and @markgurman
Forums: r/apple 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, VentureBeat, Variety, VICE, Press Start, Comic Book, and Sherwood News. X: @deeketweak
| Jess Weatherbed / The Verge: |
Google Photos starts adding its SynthID watermarks to photos that have been edited using Magic Editor, but says some changes may be too small to detect — But Google admits that some generative AI adjustments may be ‘too small’ for SynthID to detect. — But Google admits …
More: The Keyword, Digital Trends, PetaPixel, TechCrunch, Android Headlines, WinBuzzer, Engadget, Android Authority, Droid Life, Android Police, Trusted Reviews, Phandroid, and Android Faithful. Forums: r/Android
| 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, Search Engine Land, WinBuzzer, Business Standard, Android Headlines, Android Authority, and Android Central. Forums: Slashdot
| 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, SiliconANGLE, VentureBeat, Cerebras, Techstrong.ai, The Information, KnowTechie, Reuters, Yahoo Finance, 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
| 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 …
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| Washington Post: |
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Bluesky: @bgrueskin, @repdelbene, @andrewtorrez, @alondra, @jfcath, @rimaanabtawi, @occupymaga, @camerondurham, @camerondurham, @emptywheel, @stucowan, and @rodhilton.com. Mastodon: @jeffjarvis@mastodon.social
| 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.
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| 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
| 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: CoinDesk, The Information, The Block, CoinGape, CryptoSlate, Crypto Briefing, and crypto.news
| 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 …
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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
| 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 … | 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 … | 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| Stephanie Hughes / Bloomberg: |
Payments software company Lightspeed says it plans to continue operating as a publicly traded company and will buy back up to $400M of stock; LSPD falls 15%+ — - Board of directors ‘unanimously’ agreed not to go private — Shares slide 16% after company announces results of review| Bloomberg: |
CoinMarketCap: $MELANIA fell ~90% since January 20, while $TRUMP fell ~75% from its all-time high; most wallets that bought $TRUMP made no more than $13 — - First Lady's token has lost $1.44 billion in market value — President's token has lost almost $11 billion in market value
Bluesky: @variousinterests, @daniloc.xyz, and @jimcashel
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