Techmeme
January 29, 2026, 12:40 PM

Top News

Meta:
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Bloomberg:
Sean O'Kane / TechCrunch:
Waymo says a robotaxi struck a child at 6MPH near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe  —  A Waymo robotaxi struck a child near an elementary school in Santa Monica on January 23, according to the company.
Financial Times:
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI  —  Elon Musk's electric-car maker invests $2bn in the billionaire's xAI  —  Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Kara Carlson / Bloomberg:
Microsoft:
Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue tops $50B  —  Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Bloomberg:
Connor Jones / The Register:
Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly  —  The massively hyped agentic personal assistant has security experts wondering why anyone would install it
Robert McMillan / Wall Street Journal:
Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors  —  Company targets global network employed by hackers that often use devices running in homes of everyday Americans
Sam Reynolds / CoinDesk:
The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership  —  The agency says issuer approval is required for true tokenized ownership, warning that many stock tokens sold to retail investors provide only indirect or synthetic exposure.
Sri Muppidi / The Information:
Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round  —  OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI.
Counterpoint Research:
Apple's iPhone 16 was the world's best-selling smartphone in 2025, followed by the 16 Pro Max and 16 Pro; Apple took 7 of the top 10 spots and Samsung took 3  —  - Apple and Samsung continued to capture the Top 10 spots. … - In terms of comparisons with predecessor models …
New York Times:
Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump  —  The tech giant is spending $35 million to promote its film about the first lady, far more than is typical for documentaries.
Jay Peters / The Verge:
Google launches Project Genie, which lets users create interactive worlds using Genie 3, Nano Banana Pro, and Gemini, for Google AI Ultra subscribers in the US  —  It's what I had the most fun using Google's Project Genie for, at least right now. … This week, a new generative AI tool …
Zoe Kleinman / BBC:
Waymo says it hopes to launch its London robotaxi service as soon as September, after an April pilot; the UK government plans to change regulations in H2 2026  —  Waymo, the US driverless car firm, said it hopes to be operating a robotaxi service in London as soon as September this year.
Bloomberg:
SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+  —  SAP SE shares fell the most in more than five years as current cloud backlog in the fourth quarter slipped …
Financial Times:
A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025  —  Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping
Cyrus Farivar / Ars Technica:
A federal judge in Virginia ruled that Norfolk's use of ~200 Flock automated license plate scanners is constitutional and doesn't violate the Fourth Amendment  —  A federal judge in Virginia ruled Tuesday that the City of Norfolk's use of nearly 200 automated license plate readers (ALPRs) …
Forums: Ars OpenForum
Julie Bort / TechCrunch:
US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks  —  Many in the industry think the winners of the AI model market have already been decided: Big Tech will own it (Google, Meta …

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Jonathan Stempel / Reuters:
Tom Knowles / The Guardian:
Dylan Butts / CNBC:
Chance Miller / 9to5Mac:
Anna Tong / Forbes: