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January 29, 2025, 10:55 PM
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Microsoft:
Microsoft reports Q2 revenue up 12% YoY to $69.6B, Microsoft 365 Commercial products and cloud services revenue up 15% YoY, and net income up 10% YoY to $24.1B  —  Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 29, 2025 — Microsoft Corp. today announced …
Todd Bishop / GeekWire:
Satya Nadella says Microsoft's AI business has surpassed an annual revenue run rate of $13B, up 175% YoY, as the company faces new scrutiny over AI spending
Meta:
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
Jonathan Vanian / CNBC:
Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020  —  Meta continues to lose billions of dollars developing the virtual reality and augmented reality technologies needed to underpin the nascent metaverse.
Charles Rollet / TechCrunch:
Mark Zuckerberg says spending heavily on AI infrastructure is a “strategic advantage” and vows Meta will invest “hundreds of billions” in AI over the long term
Wall Street Journal:
Meta agrees to pay ~$25M to settle a 2021 lawsuit that Trump brought against Meta and Mark Zuckerberg after it suspended his accounts following the Jan. 6 riot  —  The president had sued the social-media company after his accounts were suspended  —  President Trump has signed settlement papers …
Wired:
Wiz: DeepSeek left one of its critical databases exposed, leaking more than 1M records including system logs, user prompt submissions, and users' API keys  —  China-based DeepSeek has exploded in popularity, drawing greater scrutiny.  Case in point: Security researchers found more than 1 million records …
Financial Times:
OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models
More: 404 Media, Vox, BBC, PCMag, Nikkei Asia, New York Times, The Guardian, TechRadar, VentureBeat, The Verge, Gizmodo, MarketWatch, The Hindu, Reuters, MacRumors, Tom's Hardware, Axios, Fox News, NBC News, Forbes, How-To Geek, Futurism, IGN, Android Police, New York Post, Fortune, Australian Financial Review, Quartz, Inc, Associated Press, IJR, Mashable, Music Business Worldwide, Fast Company, Windows Central, iPhone in Canada Blog, The Hill, Sherwood News, Inside Bitcoins, Digital Music News, Techstrong.ai, Interesting Engineering, Marcus on AI, and Wall Street Journal
Bluesky: @mims, @tomwarren.co.uk, @mmasnick, @stevefaktor.com, and @pelops
Mastodon: @timnitGebru@dair …, @dangillmor@mastodon.social, @ancatdubh@mastodon.ie, @brucelawson@social …, and @GossiTheDog@cyberplace.social
X: @markchen90, @edzitron, @wzihanw, @dan_jeffries1, @ananayarora, @gfodor, @krishnanrohit, @garymarcus, @garymarcus, @vikhyatk, @firstadopter, @emollick, @zeyuanallenzhu, @marietjeschaake, @jxmnop, @denisewu, @jukanlosreve, @nicoleperlroth, @yacinemtb, @deliprao, @can, @paulskallas, @stevesi, @mayazi, @nearcyan, @quixoteknight, @max_paperclips, @wassielawyer, @gallabytes, @angelazhanghk, @daveg, @kortizart, @aidan_regan, @rasmus_kleis, @cristinacriddle, @triskweline, @eleanorolcott, @markchen90, and @palmerluckey
LinkedIn: Xingchu Liu, Ph.D., Pritam Bordoloi, Krzysztof Pranczk, Guan Seng Khoo, PhD, and Georg Zoeller
Forums: Hacker News, r/DeFranco, r/aiwars, r/LeopardsAteMyFace, r/ChatGPT, r/technology, r/hackernews, r/nottheonion, r/news, r/nottheonion, r/China, r/neoliberal, r/artificial, r/OpenAI, Slashdot, and MacRumors Forums
Dario Amodei:
DeepSeek makes US export controls to China even more important, and DeepSeek-V3 is not a unique breakthrough but an expected point on a cost reduction curve  —  A few weeks ago I made the case for stronger US export controls on chips to China.  Since then DeepSeek, a Chinese AI company …
New York Times:
Meta executives say DeepSeek's breakthrough shows that upstarts now have a chance to innovate and compete with AI giants, vindicating its open-source strategy
Tom Warren / The Verge:
Microsoft adds DeepSeek's R1 to Azure AI Foundry and GitHub, and plans to make a distilled, smaller version of R1 available to run locally on Copilot+ PCs soon  —  Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.  —  Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
Zaheer Kachwala / Reuters:
Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like BTC and other cryptocurrencies  —  Truth Social parent Trump Media and Technology Group (DJT.O) said on Wednesday its board of directors has approved the launch …
Stefano Bernabei / Reuters:
DeepSeek disappears from Apple's and Google's app stores in Italy, a day after Italy's data protection regulator said it asked DeepSeek about personal data use  —  The Chinese artifical intelligence application DeepSeek appeared to be unavailable on Wednesday in Apple and Google app stores in Italy on Wednesday.
Eduardo Baptista / Reuters:
Alibaba releases Qwen 2.5-Max, an AI model that the company's cloud unit claims “outperforms” GPT-4o, DeepSeek-V3, and Llama-3.1-405B “almost across the board”  —  Chinese tech company Alibaba (9988.HK) on Wednesday released a new version of its Qwen 2.5 artificial intelligence model …
Bloomberg:
Sources: the Trump administration is exploring additional curbs on the sale of chips to China to cover Nvidia's scaled-down H20, designed for the Chinese market  —  - Officials had very early talks about restricting the H20 chip  — Nvidia designed the scaled-down H20 product for Chinese market
Ryan Browne / CNBC:
ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address  —  WATCH NOW  —  Dutch semiconductor equipment maker ASML expects new low-cost models like the one rolled …
Ryan Browne / CNBC:
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024

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Zoho:
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IDrive:
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This is a Techmeme archive page. It shows how the site appeared at 10:55 PM ET, January 29, 2025.

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From Mediagazer

Katie Robertson / New York Times:
Baltimore Banner parent The Venetoulis Institute for Local Journalism acquires the Pittsburgh Post-Gazette from Block Communications to run it as a nonprofit

Ted Johnson / Deadline:
US Sen. Cory Booker is holding a hearing Wednesday on the Paramount-WBD merger; so far, Paramount's David Ellison has not accepted an invitation to appear

Max Tani / Semafor:
Colby Hall, the writer of Mediaite's One Sheet, which aggregates newsletters about media and adds commentary, is suspended pending a probe into recent errors

More News

NewsGuard's Reality Check:
NewsGuard: with news-related prompts, DeepSeek's chatbot repeated false claims 30% of the time and provided non-answers 53% of the time, giving an 83% fail rate
Meir Orbach / CTech:
Maryland-based Tenable, which specializes in security exposure management, agrees to acquire Israel-based Vulcan Cyber in a ~$150M deal set to close in Q1 2025
Andrew J. Hawkins / The Verge:
Waymo plans to test AVs in 10 new US cities in 2025, starting with Las Vegas and San Diego, as it plans robotaxi operations in Austin, Atlanta, and Miami soon
Alex Weprin / The Hollywood Reporter:
Netflix now lets iPhone and iPad app users download an entire TV show season with one tap, a much-requested feature that launched on Android in 2021
Gene Maddaus / Variety:
The US Copyright Office says using AI tools to assist in creative processes doesn't compromise copyright protections as long as the content has human authorship

Earlier Picks

Christopher Dring / Video Games Chronicle:
Ampere: users spent $465M on Microsoft games in December, making it the biggest publisher, ahead of EA's $366M; Call of Duty HQ had 38M MAUs in November 2024
Jay Peters / The Verge:
Comcast starts rolling out its “pioneering new, ultra-low lag connectivity experience” to select US cities, using the L4S standard to significantly cut latency
New York Times:
Sources detail Elon Musk's time in government, bringing his friends and employees, as he races to cut staff; Musk's plane has not left DC since the inauguration
Wall Street Journal:
US officials and Google researchers: China, Iran, and 18+ other countries use AI tools like Gemini to bolster their cyberattacks against US and global targets
Ryan Gallagher / Bloomberg:
The UK National Audit Office says the government was operating at least 228 “legacy” computer systems as of March 2024, increasing the risk of a disruptive hack
bellingcat:
A look at MrDeepFakes, a site with obscure ownership that hosts non-consensual deepfake porn, has close to 650K members, and gets millions of visits per month
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