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July 24, 2025, 6:06 AM
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memeorandum
WeSmirchTop News
| Alphabet: |
Alphabet reports Q2 revenue up 14% YoY to $96.43B, vs. $94B est., net income up 19% to $28.2B, operating income up 14% to $31.27B, and Services revenue up 12% — MOUNTAIN VIEW, Calif. - July 23, 2025 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended June 30, 2025.| Matthew Keys / TheDesk.net: |
Alphabet reports YouTube's Q2 ad revenue rose 13% YoY to $9.8B, vs. $9.56B est., and Google's advertising revenue reached $71.3B, up from $64.6B a year ago — Key Points: — YouTube ad revenue rose to $9.8 billion in Q2 2025, up 13% compared to Q2 2024. — Alphabet's total revenue climbed 14% to $96.4 billion.| Sarah Perez / TechCrunch: |
| Jennifer Elias / CNBC: |
More: Reuters, Zacks Investment Research, Moneycontrol, and Reuters
Forums: r/google and r/wallstreetbets
| Bloomberg: |
The White House unveils the AI Action Plan, seeking to have tech dominance over China, including proposals to revamp permitting for AI infrastructure projects — President Donald Trump signed executive orders to put in motion a new White House plan to boost artificial intelligence development …
More: The White House, The White House, The White House, Axios, AI.Gov, The Verge, SiliconANGLE, The Register, New York Times, NPR, Financial Times, The Economic Times, Associated Press, Washington Post, TechCrunch, Anthropic, The White House, Benzinga, The Indian Express, The White House, The Hill, RCR Wireless News, CIO Dive, Biometric Update, Business Today, The Atlantic, Information Age, Cryptopolitan, Fox News, Fierce Network, Android Central, Mashable, implicator.ai, Los Angeles Times, The Boston Globe, Yahoo Finance, Capital Brief, U.S. Chamber of Commerce, Fortune, Gizmodo, Inc, UPI, DefenseScoop, Bloomberg Law, Wired, and Financial Times
Bluesky: @rachelcoldicutt, @davelevitan, @reckless, @ericjgeller.com, @marypcbuk, @natashabernal, @kevincollier, @davidgreene, @kimnoreen, and @colindickey.com
Threads: @natolambert and @benedictevans
X: @anthropicai, @levie, @anjneymidha, @mkratsios47, @mikeisaac, @bertuzluca, @palantirtech, @nancyscola, @stevesi, @garyshapiro, @clementdelangue, @rapidresponse47, @andrewarruda, @ericgeller, @kyliebytes, @nancyscola, @joel_kaplan, @xai, @garymarcus, @jcrenshaw_dc, @benshindel, @hamandcheese, @0xsachi, @deanwball, @yaeloss, @mackenz_arnold, @benbrodydc, @benbrodydc, @peterwildeford, @chesterj1, @peterwildeford, @sriramk, @andrewcurran_, @edludlow, @edludlow, @bobgourley, @jherritz, @ddayen, @zck, @willoremus, and @shakeelhashim
LinkedIn: Andy Hickl, Krystal Kauffman, Avani D., and Christopher A. Suarez
| Financial Times: |
The Trump administration plans to vet AI models for “ideological bias” and limit government contracts to tech companies whose models offer “objective truth” — Federal government will only do business with tech companies whose models offer ‘objective truth’
More: TechCrunch, BBC, New York Times, Engadget, Politico, Axios, Decrypt, New York Times, New York Post, Nextgov/FCW, FedScoop, Time, RealClearPolitics, Nextgov/FCW, The Verge, Fox News, and Reason
Bluesky: @joshsternberg.com, @markriedl, @mmitchell, and @markriedl
X: @edludlow, @luke_metro, @erratarob, @autismcapital, @davidsacks, @luke_metro, and @realchrisrufo. Forums: r/technology
| Deadline: |
At an All-In Podcast summit, President Trump said forcing AI firms to pay for each copyrighted work is “not doable”, calling for “common sense” AI and IP rules — Donald Trump said that AI companies can't be expected to pay for the use of copyrighted content in their systems …
More: Wired, Variety, The A.V. Club, Chat GPT Is Eating the World, The Wrap, Politico, and Deseret News
Bluesky: @nathangrayson, @kaplanikids, @ericrubenlaw, and @chup.blakereid.org. Mastodon: @GossiTheDog@cyberplace.social
X: @brianlfrye, @brendengallager, @rabois, @eastdakota, @benbrodydc, and @ikrietzberg
| Annmarie Hordern / Bloomberg: |
| Emma Roth / The Verge: |
T-Mobile's Starlink-powered satellite service T-Satellite is now generally available as a standalone subscription for US users, not just T-Mobile customers — The service only supports texts and location sharing over satellite for now, but more features are on the way.
More: T-Mobile, MacRumors, PhoneArena, Sam Lover, Android Authority, iClarified, iDownloadBlog.com, SammyGuru, TmoNews, SamMobile, The Shortcut, Android Police, and PCMag
| Abner Li / 9to5Google: |
Google adds new features to Google Photos, including a Veo 2-powered photo-to-video tool and a Remix tool that applies styles like anime and sketches to photos — Photo-to-video lets you take an existing still image in your library and transform it into a “dynamic” six-second clip … | Aisha Malik / TechCrunch: |
More: YouTube Official Blog, Business Standard, The Verge, The Week, Social Media Today, Ars Technica, Android Headlines, WeRSM, How-To Geek, Android Central, PhoneArena, Engadget, and 9to5Google
X: @sundarpichai and @youtube
LinkedIn: Vadim Lavrusik, Colin Smith, and Guohui
| Dominic Preston / The Verge: |
The Wireless Power Consortium launches faster Qi2 25W wireless charging, with “major Android smartphones” finally adopting the standard alongside the iPhone — But will Android support go further than the magnet-free Qi2 Ready? … The Wireless Power Consortium (WPC) … | Google DeepMind: |
Google DeepMind unveils Aeneas, an AI model for contextualizing ancient Latin inscriptions, to help historians interpret, attribute, and restore text fragments — Introducing the first model for contextualizing ancient inscriptions, designed to help historians better interpret, attribute and restore fragmentary texts.| Raphael Satter / Reuters: |
Microsoft says the “Storm-2603” group is now deploying ransomware via vulnerable SharePoint server versions, as the estimated number of victims hits 400+ — A cyber-espionage campaign centered on vulnerable versions of Microsoft's (MSFT.O) server software now involves the deployment … | Ryan Gallagher / Bloomberg: |
More: Washington Post, Axios, TechCrunch, GovTech, Benzinga, New York Post, The Guardian, and Reuters
| Sarah Owermohle / CNN: |
Sources: the US FDA's AI tool Elsa has fabricated nonexistent studies, misrepresented research, and cannot access relevant documents to assist with review work — White Oak, Md. CNN — To hear health officials in the Trump administration talk, artificial intelligence has arrived …
More: Gizmodo, WinBuzzer, New Republic, Engadget, Tech Times, and Mashable
| IGN: |
Circana: Nintendo Switch 2 is the fastest-selling video game device in US history, with 1.6M units sold in June, topping the PS4's 1.1M units in November 2013 — 1.6 million units were sold during its launch month in the U.S., and 82% of buyers also got Mario Kart World.
More: Game File, KitGuru, TheGamer, Video Games Chronicle, Nintendo Life, Dexerto, VG Charts, Sherwood News, Wccftech, TweakTown, Metro.co.uk, VG Charts, Windows Central, GamesRadar, Eurogamer.net, Polygon, Bloomberg, Screen Rant, and Game Rant
Forums: r/technology, r/gaming, r/hardware, r/NintendoSwitch2, r/gadgets, and r/Superstonk
| Hugh Son / CNBC: |
Goldman Sachs and BNY partner to let institutional investors purchase tokenized money market funds, with ownership recorded on Goldman's blockchain platform — Goldman Sachs and Bank of New York Mellon are set to announce that they've created the ability for institutional investors … | Brody Ford / Bloomberg: |
IBM reports Q2 revenue up 8% YoY to $16.98B, vs. $16.59B est., and software revenue up 10% YoY to $7.39B, vs. $7.49B est.; IBM drops 5%+ — International Business Machines Corp. reported weaker-than-expected sales in its closely watched software segment, disappointing investors …
More: IBM, RTÉ, Fierce Network, SiliconANGLE, Investor's Business Daily, Wall Street Journal, Associated Press, CNBC, and Reuters
| Dylan Butts / CNBC: |
SK Hynix reports Q2 revenue up 35% YoY to ~$16.2B, vs. ~$14.9B est., operating profit up 68% to ~$6.7B, vs. ~$6.5B est., expects sustained HBM demand in 2025 — South Korea's SK Hynix on Thursday posted record operating profit and revenue in the second quarter on sustained demand … | Emanuel Maiberg / 404 Media: |
Google's AI Overviews, which a recent Pew study shows reduce clickthrough rates, are further eroding traffic to original publishers by linking to aggregators — Yesterday the Pew Research Center released a report based on the internet browsing activity of 900 U.S. adults which found …
More: The Guardian, Business Standard, 9to5Google, Mumbrella, PCMag, and Pew Research Center
Bluesky: @jasonkoebler, @emanuelmaiberg, @techoversight, @scripting.com, @jasonkoebler, @josephcox, @rusty.todayintabs.com, @pressgazette.co.uk, @carnage4life, and @tongli
Forums: r/technology and Slashdot
| Samuel Stolton / Bloomberg: |
The CISPE files a legal complaint in the EU, arguing that it approving Broadcom's $61B VMware buyout failed to impose conditions to prevent market power abuse — Broadcom Inc.'s $61 billion acquisition of VMware Inc. faces scrutiny from European Union judges, after a cloud computing group contested …
More: The Register, Euractiv, and The Stack
| Kate Krader / Bloomberg: |
YouTube has become a valuable resource for professional chefs and, in recent years, has helped skilled amateurs build culinary reputations and open restaurants — In kitchens around the world, chefs are turning to YouTube to learn new skills and establish their culinary reputations.| Samantha Subin / CNBC: |
ServiceNow reports Q2 revenue up 22.5% YoY to $3.22B, vs. $3.12B est., and net income up 47% YoY to $385M, fueled by AI growth; NOW jumps 7%+ — ServiceNow posted strong second-quarter results and lifted its guidance Wednesday. Shares climbed 7% following the report.| Wataru Suzuki / Nikkei Asia: |
Gamma Data: China's female-oriented gaming market surged 124% YoY to $1B in 2024, driven by mobile game Love and Deepspace, which earned $400M, per Sensor Tower — SHANGHAI — A Chinese mobile game featuring a female hunter character who balances protecting the world from invaders … Sponsor Posts
Google:
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Shopify:
Transform ML Experimentation with Tangle — Save months of compute time with Tangle, built by Shopify. Try this open-source platform to simplify ML workflows, ensure reproducibility, and seamlessly share with collaborators.
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Zoho:
Top shortcuts to work your way through Zoho Cliq — The debate between mouse and keyboard users has been around for years. Whether it's about efficiency, speed, or productivity, there's always this question …
Top shortcuts to work your way through Zoho Cliq — The debate between mouse and keyboard users has been around for years. Whether it's about efficiency, speed, or productivity, there's always this question …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box 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 & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Decoder with Nilay Patel:
Square's product chief on the death of the penny and the future of money
A show from the Verge about big ideas - and other problems.
Subscribe to Decoder with Nilay Patel.
Grit:
The Pull to Build: Joubin Mirzadegan on Grit and Starting Roadrunner
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
The 100-person AI lab that became Anthropic and Google's secret weapon | Edwin Chen (Surge AI)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Channels with Peter Kafka:
"Hollywood is Truly Freaked Out." Inside the Netflix/WBD Deal with Lucas Shaw
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.
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Hard Fork:
OpenAI Calls a 'Code Red' + Which Model Should I Use? + The Hard Fork Review of Slop
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
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