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January 23, 2025, 11:10 AM
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Wall Street Journal:
Sources: Microsoft and OpenAI were arguing over Microsoft's ability to fulfill OpenAI's computing needs, in the months leading up to the Stargate announcement  —  The partnership that launched the AI boom has been strained by disagreements over computing resources
The Information:
Sources: Sam Altman told some colleagues that OpenAI and SoftBank will each commit $19B to Stargate, and OpenAI would effectively hold a 40% interest in the JV  —  OpenAI and Japanese conglomerate SoftBank will each commit $19 billion to fund a joint venture to develop data centers …
Dina Bass / Bloomberg:
The OpenAI-led Stargate announcement only mentioned Microsoft as a tech partner, but Microsoft is poised to benefit from the JV by offloading AI computing costs
Kate Rooney / CNBC:
Source: Donald Trump had a lengthy phone conversation with Sam Altman last week about AI's potential and the need to develop the tech in the US instead of China
Bloomberg:
ByteDance board member Bill Ford says ByteDance is exploring alternatives to selling TikTok US, including a change to local control to comply with the US law  —  - Firm's options with Trump team include change of control  — Bill Ford runs General Atlantic, which owns stake in ByteDance
Justin Sink / Bloomberg:
Fox News interview: Donald Trump downplays TikTok's national security risk, saying China makes smartphones, PCs, and more, and “isn't that a bigger threat?”
Andy Greenberg / Wired:
Researchers detail Subaru's now-fixed web vulnerabilities that would've let them unlock and start millions of Subarus via Starlink in the US, Canada, and Japan  —  Now-fixed web bugs allowed hackers to remotely unlock and start millions of Subarus.  More disturbingly, they could also access …
More: Sam Curry, 9to5Mac, and TechCrunch
Bluesky: @joymwilliams and @agreenberg
X: @samwcyo and @kashhill.  Forums: Hacker News
Ryan Browne / CNBC:
The UK CMA opens investigations into Apple's and Google's mobile ecosystems, including OSes, app stores, and browsers, to see the impact on users and businesses  —  LONDON — Britain's competition regulator on Thursday launched an investigation into Apple and Google's huge mobile ecosystems …
David DiMolfetta / Defense One:
Sources: the Trump admin dismissed the members of the CSRB, which investigates major cybersecurity incidents, likely disrupting the Salt Typhoon hacks probe
Reuters:
ByteDance debuts Doubao-1.5-pro, claiming its latest flagship AI model outperforms OpenAI's o1 in AIME benchmarks, joining DeepSeek in China's AI reasoning push  —  TikTok owner ByteDance on Wednesday released an update to its flagship AI model aimed at challenging Microsoft-backed OpenAI's …
Abner Li / 9to5Google:
Google acquihires “some of the HTC VIVE engineering team” in Taiwan with “a proven track record in VR” for $250M in cash, to “accelerate” Android XR development  —  To “accelerate” Android XR development, Google announced this evening that it …
New York Times:
How Ross Ulbricht's allies, including crypto investors, libertarian politicians, and his mother Lyn Ulbricht, persuaded Trump to pardon the Silk Road founder  —  Libertarian and crypto allies of Ross Ulbricht, who was serving a life sentence for distributing drugs on his Silk Road website …
Kat Tenbarge / NBC News:
Moderators for 50+ subreddits announce bans of X links in new posts and comments, with several citing Elon Musk's recent gesture that many saw as a Nazi salute  —  The cascade of link bans came after Musk made a hand gesture at a Monday rally that many compared to a Nazi salute, which many cited in their protests, among other things.
Andy Chalk / PC Gamer:
A GDC survey of 3,000+ developers: 80% are currently making PC games, up from 66% in 2024, compared to 38% for the PlayStation 5 and 34% for the Xbox Series X/S  —  Interest in PC game development is higher than ever.  —  It's kind of funny to look back on all the times PC gaming has been declared dead …
Yoolim Lee / Bloomberg:
SK Hynix reports Q4 revenue up 75% YoY to a record ~$13.7B, a ~$5.6B net profit, and a ~$5.6B operating profit, in line with estimates, as HBM chip demand soars  —  - Its shares slide in Seoul after a 30% run-up this year  — Demand for high-end memory soaring on datacenter rollouts
Kevin Roose / New York Times:
CAIS and Scale AI release “Humanity's Last Exam”, which they claim is the hardest- AI test yet, consisting of ~3,000 multiple-choice and short answer questions  —  If you're looking for a new reason to be nervous about artificial intelligence, try this: Some of the smartest humans …
Sarah Perez / TechCrunch:
Sensor Tower: consumer spending in 2024 on AI apps like ChatGPT, Gemini, and ByteDance's Doubao grew more than 200% YoY to nearly $1.1B
Kif Leswing / CNBC:
EA says it expects net bookings of $7B to $7.15B for the FY ending March 31, below prior guidance of $7.5B to $7.8B, citing underperforming games; EA falls 15%+  —  Electronic Arts slashed its full-year bookings guidance on Wednesday, blaming the shortfall on underperforming games, notably its soccer franchise, EA Sports FC.
Sankalp Phartiyal / Bloomberg:
Sources: India's technology ministry asked Apple, Google, and other smartphone makers to provide Indians direct access to the state-backed GOV.in app store  —  India is trying to pry open the doors of the world's biggest app stores, setting up a likely clash with Apple Inc. and Alphabet Inc …
Mark Gurman / Bloomberg:
Samsung teases the Galaxy S25 Edge; an executive says Samsung aims to sell the ultrathin phone in the US and elsewhere for sub $1,300 by mid-2025, beating Apple  —  Samsung Electronics Co. plans to launch an ultrathin version of its Galaxy S25 phone in the first half of this year, beating Apple Inc. to a promising new category.
Dominic Preston / The Verge:
Samsung announces the $800+ Galaxy S25 with a 6.2" screen and the $1,000+ 6.7" Galaxy S25 Plus with 12GB of RAM, a Snapdragon 8 Elite, “Qi2 Ready”, and more

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From Mediagazer

New York Times:
Sources: former WaPo executive editor Leonard Downie and ex-managing editor Bob Kaiser emailed Jeff Bezos in February, urging him to cut ties with Will Lewis

David Shepardson / Reuters:
Conservative advocacy groups ask the FCC to end its CBS probe, as “adverse ruling against CBS would constitute regulatory overreach” and set dangerous precedent

Oliver Darcy / Status:
Sources: Axel Springer board member Martin Varsavsky criticizing Politico's Gaza coverage did not sit well with many of its journalists, who he called “woke”

More News

Muyao Shen / Bloomberg:
Vitalik Buterin and the Ethereum Foundation back Etherealize, a NYC-based startup to market Ethereum to financial firms, as ether lags behind bitcoin's gains

Earlier Picks

Manish Singh / TechCrunch:
An Indian tribunal suspends restrictions preventing WhatsApp from sharing user data with Meta for ads, temporarily lifting a five-year ban imposed by the CCI
Tim Bradshaw / Financial Times:
Neko Health, a startup co-founded by Daniel Ek that offers AI-based full-body scans, raised a $260M Series B led by Lightspeed, sources say at a $1.7B valuation
Patrick G. Eddington / Cato Institute:
A US district judge rules that the FBI's warrantless “backdoor” searches of FISA's Section 702 databases violate the Fourth Amendment
Bloomberg:
An analysis of two years of episodes by nine prominent podcasters shows how they became mainstream sources for young men and rallied support for Trump's agenda
Dominic Preston / The Verge:
Google's Gemini will be the default on-device assistant for the new Galaxy S25 series, and gets the ability to work across multiple apps in a single prompt
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