Techmeme
February 5, 2025, 8:34 AM

Top News

Annie Palmer / CNBC:
The USPS says it will resume accepting mail from China and Hong Kong, hours after suspending service, and is working with the CBP on “the new China tariffs”  —  - CNBC Councils  — CNBC on Peacock  — Join the CNBC Panel  — Supply Chain Values  — Select Shopping
Mathieu Pollet / Politico:
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.
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%+  —  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:
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.
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.
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.
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.
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 -
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
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.
Kevin Collier / NBC News:
More: FedScoop and New Republic
Bluesky: @aterkel, @laurenmeidasa, and @kevincollierForums: r/neoliberal
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 AsiaThreads: @carnage4lifeX: @nhegde, @atabarrok, @tysonbrody, and @bigblackjacobinLinkedIn: Yann LeCunForums: r/neoliberal
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 …
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’
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
Jennifer Maas / Variety:
Brookhaven, a top title on Roblox with 120M+ monthly players, was sold by its anonymous creator Wolfpaq to game developer Voldex for an undisclosed sum  —  Popular Roblox life simulation game “Brookhaven” has been acquired by game developer Voldex in a deal funded by Raine Partners and Shamrock Capital.
Foo Yun Chee / Reuters:
The EC releases its prohibited AI practices guidelines under the EU's AI Act, like using AI to track employees' emotions or to manipulate app and website users  —  Employers will be banned from using artificial intelligence to track their staff's emotions and websites will not be allowed …
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 …

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Juli Clover / MacRumors: