|
February 5, 2025, 5:35 AM
|
Mediagazer
memeorandum
WeSmirchTop News
| Alphabet Inc: |
Alphabet reports Q4 revenue up 12% YoY to $96.47B, net income up 28% YoY to $26.54B, Services revenue up 10% to $84.1B, and Other Bets revenue down 39% to $400M — MOUNTAIN VIEW, Calif. - February 4, 2025 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter and fiscal year ended December 31, 2024.
More: Tech Monitor, TechCrunch, The Keyword, CNBC, CNBC, The Register, SiliconANGLE, Android Authority, Fortune, Neowin, PYMNTS.com, Search Engine Journal, Android Central, Shacknews, New York Times, Wall Street Journal, Constellation Research, Yahoo Finance, and 9to5Google
X: @munster_gene, @officiallogank, and @thetranscript_
| Reuters: |
Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+ after hours — Alphabet (GOOGL.O) said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected … | Todd Spangler / Variety: |
More: B&T, Business Insider, The Desk, The Wrap, Shacknews, Deadline, and Punch Newspapers
Threads: @benedictevans and @pkafka
| Washington Post: |
Google drops language from its AI Principles that said it would not pursue AI applications “likely to cause overall harm”, such as for weapons and surveillance — In 2018 the company updated its policies to explicitly exclude applying AI to weapons. Now that promise is gone.
More: TechCrunch, The Keyword, Wired, Google AI, Platformer, Engadget, Mashable, CNN, Moneycontrol, BBC, Associated Press, The Register, WinBuzzer, Newser, Bloomberg, Al Jazeera, CNBC, PhoneArena, MEDIANAMA, The Independent, SiliconANGLE, The Wrap, The Information, Neowin, Business Insider, and Semafor
X: @car0linehaskins, @garymarcus, @luke_metro, @globalhlthtwit, @travis_view, @orbrealm, @alexhanna, @iamkaileena, @marionawfal, @ai_for_success, @safetychanges, and @nitashatiku
Forums: Hacker News, r/artificial, r/technology, r/worldnews, r/news, r/technology, r/accelerate, r/LocalLLaMA, r/OpenAI, r/google, Beehaw, and Slashdot
| Zeyi Yang / Wired: |
The USPS halts all inbound parcels from China and Hong Kong, after President Trump ended the “de minimis” exemption, sending the e-commerce industry into chaos — As part of new tariffs on Chinese imports, President Donald Trump eliminated an exemption for small packages …
More: USPS Newsroom, Boing Boing, The Independent, Forbes, Associated Press, RTÉ, Fortune, Daily Sabah, Proactive, New York Times, Yahoo Finance, NBC News, FreightWaves, Reuters, Washington Post, ZeroHedge News, WTTG-TV, The Indian Express, ChinaTechNews.com, Business Insider, and Supply Chain Dive
Bluesky: @lmatsakis, @zeyiyang, @lauridonahue, @grantstern, @wildebees, and @jasonkoebler
X: @butleriano, @typesfast, @skchheda, @silvermanjacob, @tomlikestocode, @mikeisaac, and @jengriffinfnc
Forums: r/technology, r/amateurradio, r/TheDeprogram, r/neoliberal, r/ANBERNIC, r/China, and Slashdot
| Olivia Reingold / The Free Press: |
Andreessen Horowitz hires ex-Marine Daniel Penny, who was recently acquitted in a controversial NYC subway chokehold case, to work on its American Dynamism team — “Daniel acted with courage in a tough situation,” said partner David Ulevitch in a statement explaining the hire.
More: TechCrunch, New York Times, The Information, Bloomberg, New York Post, and Fox Business
X: @octal, @olivia_reingold, @olivia_reingold, @devahaz, @cremieuxrecueil, @robkhenderson, @dipwheeler, @silvermanjacob, @gwartygwart, @autismcapital, @falconryfinance, @coorslightceo, @collinrugg, @coreywriting, @irlhandshake, @phil_lewis_, @yungpanko, @armanddoma, @jfeldman_epi, @sturgeons_law, @radishharmers, @ghosttyped, @jesse_brenneman, @inyouendohs, @zlingerrr, @dalibali2, @zebulgar, @brandyljensen, @lukethompson360, @negroprogrammer, @paul_hundred, @gritgrowthcap, @teddypowday, @coldhealing, @luke_metro, @zebulgar, @mikeisaac, @mikeisaac, @lindayax, @jack_raines, @bariweiss, @samfbiddle, @basedbaront, @jdvance, @schrockn, @molly0xfff, and @kylekashuv. LinkedIn: Dominic-Madori Davis
Forums: r/nottheonion and r/FinancialCareers
| Pei Li / Bloomberg: |
Sources: China's State Administration for Market Regulation is examining Apple's policies, including App Store fees, ahead of a potential probe; AAPL drops 3% — - Company under fire for app commissions, barring outside stores — Beijing is investigating Google as response to new US tariffs| Chris Welch / The Verge: |
Sources: Sonos will release an Android-based streaming box in the coming months, priced between $200 and $400, that combines content from Netflix, Max, and more — After the most tumultuous nine months in Sonos' history, the brand is trying to find its footing again.
More: Forbes, The Ambient, PhoneArena, FlatpanelsHD, iClarified, Digital Music News, The Desk, MacRumors, Neowin, and TechRadar
Bluesky: @eshumarneedi.com and @welch
Forums: r/Android, r/sonos, and MacRumors Forums
| Ian King / Bloomberg: |
AMD reports Q4 revenue up 24% YoY to $7.66B, Data Center revenue up 69% to $3.86B, vs. $4.09B est., and forecasts Q1 sales of $6.8B to $7.4B, vs. $7.04B est. — - Results suggest the chipmaker is still lagging behind Nvidia — Company fares better in PC market, making gains on Intel
More: Advanced Micro Devices, Inc., MarketWatch, Fortune, Channel NewsAsia, Yahoo Finance, PC Guide, Proactive, The Register, More Than Moore, SiliconANGLE, Wall Street Pit, Thurrott, Wccftech, VentureBeat, Constellation Research, Benzinga, and Reuters
X: @benbajarin, @iancutress, @patientinvestt, @zastocks, @firstadopter, @iancutress, @benbajarin, @firstadopter, and @benbajarin. Forums: r/hardware
| New York Times: |
Sources: the US SEC is moving to scale back a special unit of 50+ lawyers and staff members that had been dedicated to bringing crypto enforcement actions — Some in a special unit of 50 lawyers and staff members that had been assigned to regulate cryptocurrency are being reassigned in the agency.
More: US Securities …, Bloomberg, Decrypt, Proactive, Yahoo Finance, The Crypto Times, CryptoPotato, The Straits Times, Bitcoin Insider, Blockhead, Crypto Briefing, Coinpedia Fintech News, crypto.news, The Block, and CoinDesk
Mastodon: @aram@aoir.social and @briankrebs@infosec.exchange
X: @tier10k, @tier10k, @craigguriannyc, and @daveweisberger1
| Mike Masnick / Techdirt: |
Elon Musk accused an X user, who named federal staff in a post X then removed, of “a crime”, showing what actual government social media censorship looks like — For years, we've watched self-proclaimed “free speech warriors” hyperventilate about imaginary government control of social media content moderation.
More: 404 Media, Slate, DNyuz, Fox News, Reuters, Singal-Minded, Interesting Engineering, CNN, Engadget, The Verge, Yahoo News, and Blockonomi
Bluesky: @molly.wiki, @molly.wiki, @whstancil, @junlper.beer, @noturtlesoup17, @kenwhite, and @mmasnick. Mastodon: @stevenbodzin@thepit.social
X: @pmarca, @elonmusk, @aaronbaileyart, @quadcarl_carl, @jonfavs, and @armentaylor
Forums: r/politics, r/EnoughMuskSpam, r/thedavidpakmanshow, r/EnoughMuskSpam, and r/KeepOurNetFree
| Jonathan Bell / Wallpaper*: |
OpenAI unveils a visual rebrand, featuring a new bespoke typeface called OpenAI Sans, a refined logo, and a new color palette — A new typeface, word mark, symbol and palette underpin all the ways in which OpenAI's technology interacts with the real world — Sign up to our newsletter -
More: The Verge, OpenAI, Benzinga, BGR, and OpenAI on YouTube
Threads: @thebrianpenny. X: @xyzfennell, @joodalooped, @dcurtis, @joshuakrohn, @01_hh_, @almahbuby11, @allendjal, @almmaasoglu, @dsgnevrywhr, @avstorm, @btibor91, and @avstorm
LinkedIn: Adam Koppel and Nei Caetano da Silva
| Wall Street Journal: |
Robinhood withdraws its plans to offer betting contracts on the Super Bowl, in partnership with online prediction market Kalshi, after pushback from the CFTC — CFTC asked the brokerage to stop offering customer access to contracts, warning they might be illegal blurring of financial markets and gambling
More: Robinhood Newsroom, Reuters, Bloomberg, Benzinga, crypto.news, The Crypto Times, Inside Bitcoins, The Hill, and CryptoPotato
| Lina M. Khan / New York Times: |
Lina Khan says that DeepSeek's breakthroughs highlight how US Big Tech's monopolistic practices may actually be hampering the US' technological leadership — When Chinese artificial intelligence firm DeepSeek shocked Silicon Valley and Wall Street with its powerful new A.I. model …
More: Nikkei Asia. Threads: @carnage4life. X: @nhegde, @atabarrok, @tysonbrody, and @bigblackjacobin. LinkedIn: Yann LeCun. Forums: r/neoliberal
| Melissa Heikkilä / Financial Times: |
Microsoft AI CEO Mustafa Suleyman poaches three Google DeepMind former colleagues, including two who built NotebookLM's Audio Overviews and worked on Astra — Rival companies in fierce battle for talent in race to build powerful artificial intelligence ‘agents’| Juli Clover / MacRumors: |
Apple debuts Invites, an app to help plan events like birthdays, graduations, and more, with Image Playground and Writing Tools tie-ins, for iCloud+ subscribers — Apple today announced the launch of a new app called “Invites,” which is designed to allow users to plan events like birthday parties …
More: Apple, 9to5Mac, Parker Ortolani, The Hindu, MacRumors, Stephen Robles on YouTube, PhoneArena, Six Colors, Gulf Business, Business Standard, MacRumors, Hindustan Times, The Mac Observer, Brian Tong on YouTube, mjtsai.com, The Verge, Business Insider, iThinkDifferent, Business Today, Yanko Design, 9to5Mac, zollotech on YouTube, VICE, Philip Elmer‑DeWitt, PCMag, TechEBlog, T.H.E, iDownloadBlog.com, Android Headlines, 9to5Google, TidBITS, ZDNET, SlashGear, MacStories, AppleInsider, BGR, and 9to5Mac
Bluesky: @mgsiegler.com and @mikal-el.com
Mastodon: @jsnell@zeppelin.flights and @stroughtonsmith …
Threads: @benedictevans, @camwilsonreporter, @diegojimenez, @tookthescenicroute, @chris, and @benedictevans
X: @snazzylabs, @concept_central, @gregjoz, @jordanmorgan10, @snazzylabs, @dylanmcd8, @brandonbutch, @justinryanio, @samhenrigold, @dylanmcd8, @devongovett, @raywongy, @basicappleguy, @apollozac, @maxwinebach, and @markgurman
Forums: r/apple, r/apple, r/ios, r/apple, and MacRumors Forums
| Arasu Kannagi Basil / Reuters: |
Austin-based SailPoint, which sells identity management tools, and parent Thoma Bravo aim to raise up to $1B in SailPoint's US IPO, targeting a $11.5B valuation — SailPoint said on Tuesday it was targeting a valuation of up to $11.5 billion in its New York flotation, as the cybersecurity firm looks …
More: SailPoint, The Information, SiliconANGLE, TechCrunch, and Yahoo Finance
| Ryan Christoffel / 9to5Mac: |
The Iconfactory debuts Tapestry for iOS and iPadOS, bringing Bluesky, Mastodon, RSS, YouTube, and more into one timeline, with a $1.99/month tier to remove ads — The Iconfactory, makers of the now-discontinued Twitterrific app, have today launched the spiritual successor to their Twitter client.
More: Tapestry, The Breakroom, App Store, TechCrunch, Pixel Envy, and Tumblr
Bluesky: @charliemchapman.com. Mastodon: @skaeth@writing.exchange and @gedeonm@mastodon.social. Threads: @parkerortolani
| Gartner: |
In 2024, global semiconductor revenue rose 18.1% YoY to ~$626B, led by Samsung, which regained top spot, Intel, and Nvidia, and is set to reach $705B in 2025 — Overview — Samsung Electronics Regained No. 1 Spot from Intel and Nvidia Climbed to 3rd Place
More: TechRepublic
| Kwanwoo Jun / Wall Street Journal: |
LG CNS, an IT services affiliate of LG, made a weak debut in South Korea, falling ~10% to ~$38.44, cutting its market cap to $3.72B from $4.13B during the day — LG Corp., the holding company for LG Group, has a 45% stake in the company — LG CNS , an information-technology services affiliate …
More: The Korea Herald, Nikkei Asia, and Reuters
| Juli Clover / MacRumors: |
Apple raises the monthly AppleCare+ price for iPhone users by $0.50 in the US and will only offer one-time AppleCare+ purchase options in its online store — Apple this week increased the prices for its monthly AppleCare+ subscription prices for the iPhone, raising the cost by 50 cents for all models in the United States.| Nikkei Asia: |
Chinese chip firms blacklisted by the US are turning to universities, state-backed labs, and “pilot production lines” to keep their development efforts on track — TAIPEI — Chinese chip and chip equipment makers blacklisted by the U.S. are turning to universities and state-backed chip labs and … | Henry Chandonnet / Fast Company: |
An interview with Twitch CEO Dan Clancy on competition with YouTube and Kick, exclusivity contracts, content moderation, Twitch's expansion plans, and more — Business leaders are often reluctant to speak about their competition. It's rare that you'll hear Netflix's Ted Sarandos talk about Disney+ … | Darren Loucaides / Wired: |
A look at Telegram CEO Pavel Durov's arrest in Paris and its aftermath; a source says more than half of Telegram's $1B revenue in 2024 came from its ad platform — The Russian-born CEO styles himself as a free-speech crusader and a scourge of the surveillance state.| Bloomberg: |
How India kept its satellite internet market closed to Starlink, Amazon, and more, despite poor rural connectivity; a regulator is set to publish rules in 2025 — As global resistance to Starlink dies down, Elon Musk wants to beam connectivity across the world's most populous country.| Jess Weatherbed / The Verge: |
Adobe adds “contract intelligence capabilities” to Acrobat's $4.99-per-month AI Assistant, letting the PDF manager summarize complicated language in contracts — The new contract surfaces key terms and dates within complex agreements. — The new contract surfaces key terms and dates within complex agreements.
More: The Adobe Blog, Engadget, The Indian Express, and Android Police
Sponsor Posts
Termina:
AI Powered Diligence at Scale — VCs and founders deploy Termina AI Scans on >12% of all known series A+ deals to uncover hidden risks and opportunities. Explore how you too can invest and build better companies with AI.
AI Powered Diligence at Scale — VCs and founders deploy Termina AI Scans on >12% of all known series A+ deals to uncover hidden risks and opportunities. Explore how you too can invest and build better companies with AI.
Zoho:
How does live chat work? — If you're an online business operating through websites or instant messaging/social media platforms, regardless of your industry, you need a way to connect with your visitors.
How does live chat work? — If you're an online business operating through websites or instant messaging/social media platforms, regardless of your industry, you need a way to connect with your visitors.
SBS Comms:
Expect Better: SBS Comms — The media landscape is changing fast, so don't be slow — out with the old, in with the new. SBS helps tech companies like GitHub, Cloudflare, Flexport, Ramp and more modernize comms and secure impactful results.
Expect Better: SBS Comms — The media landscape is changing fast, so don't be slow — out with the old, in with the new. SBS helps tech companies like GitHub, Cloudflare, Flexport, Ramp and more modernize comms and secure impactful results.
Techmeme Leaderboards:
Discover the top reporters on AI, VR, policy, and much more — We've analyzed Techmeme's news crawl to identify the most influential and prolific writers on 48 news topics. Download reports immediately for just $100.
Discover the top reporters on AI, VR, policy, and much more — We've analyzed Techmeme's news crawl to identify the most influential and prolific writers on 48 news topics. Download reports immediately for just $100.Featured Podcasts
The Logan Bartlett Show:
Matt Mullenweg (Co-Founder WordPress): WordPress Controversy, Future of Open Source AI, and Navigating Backlash
A podcast hosted by Logan Bartlett, an investor at Redpoint Ventures, covering tech with industry insiders.
Subscribe to The Logan Bartlett Show.
Techmeme Ride Home:
A $50 (!!) AI Model?
The day's tech news, every day at 5pm ET. Fifteen minutes and you're up to date.
Subscribe to Techmeme Ride Home.
Decoder with Nilay Patel:
Elon Musk's presidency is just getting started
A show from the Verge about big ideas - and other problems.
Subscribe to Decoder with Nilay Patel.
Generative Now:
Rajarshi Gupta: Artificial Intelligence and Crypto at Coinbase
A podcast from Lightspeed dedicated to highlighting the stories, strategies and insights behind today's most exciting AI companies.
Subscribe to Generative Now.
BG2 Pod:
DeepSeek, Open Source, Tariffs, DOGE, Market Impact
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner and Bill Gurley.
Subscribe to BG2 Pod.
Channels with Peter Kafka:
Why Michael Lewis is worried about the sports betting boom
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.
Subscribe to Channels with Peter Kafka.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 5:35 AM ET, February 5, 2025.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
Axios:Martyn Ziegler / The Times:
Ben Beaumont-Thomas / The Guardian:
Upcoming Tech Events
Earlier Picks
| Manish Singh / TechCrunch: |
More: FinTech Global, The Economic Times, Reuters, DealStreetAsia, Moneycontrol, VCCircle, Entrackr, and YourStory.com
| Foo Yun Chee / Reuters: |
More: TechCrunch, European Commission, NewsBytes, and Digital Trends
X: @luizajarovsky, @vtchakarova, @bertuzluca, @bertuzluca, and @bertuzluca
| Zaheer Kachwala / Reuters: |
| Rebecca Bellan / TechCrunch: |
More: Silicon Republic, CNBC, GM News, Bloomberg, The Information, SiliconANGLE, PYMNTS.com, Transport Topics, San Francisco Business Times, PCMag, Gizmodo, The San Francisco Standard, The Verge, Reuters, Axios, and Detroit Free Press
Forums: r/SelfDrivingCars, r/technology, r/wallstreetbets, r/cars, and Slashdot