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February 6, 2025, 9:50 PM
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| Amazon.com, Inc.: |
Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2024. Fourth Quarter 2024
More: cloudflare.net, GeekWire, Constellation Research, and Entrepreneur
X: @danielnewmanuv, @thetranscript_, @danielnewmanuv, @toddbishop, @munster_gene, @thetranscript_, @firstadopter, @beth_kindig, @beth_kindig, @thetranscript_, @amazon, @thetranscript_, @stockmarketnerd, @firstadopter, @thetranscript_, @amazonnews, @thetranscript_, @thetranscript_, @firstadopter, @munster_gene, and @munster_gene
| Annie Palmer / CNBC: |
Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est. and above 13% YoY growth in Q4 2023, and AWS operating income up 47% YoY to $10.6B — Amazon reported better-than-expected earnings and revenue for the fourth quarter, but it gave disappointing guidance for the current period.| Annie Palmer / CNBC: |
Amazon expects to boost its capex to $100B in 2025, largely driven by AI and up from 2024's ~$83B, in what Andy Jassy calls a “once-in-a-lifetime” opportunity — Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its investments in artificial intelligence.| Natalie Andrews / Wall Street Journal: |
US lawmakers introduce a bipartisan bill that would ban DeepSeek's app from government-owned devices, amid concerns that China would be able to access user data — Bipartisan bill comes amid concerns that the application allows China to see user data — WASHINGTON—Lawmakers plan …
More: Ars Technica, 9to5Mac, SiliconANGLE, Josh Gottheimer, Android Authority, NBC News, Android Police, The Record, Bloomberg, Engadget, Forbes, Business Standard, PYMNTS.com, WinBuzzer, Business Insider, CNN, Semafor, Techstrong.ai, Research & Development World, Fortune, nextpit, Washington Examiner, ABC News, DNyuz, Quartz, Fox Business, and The National Pulse
Bluesky: @desert29girl, @occupymaga, and @elkmovie
X: @benfritz, @sam_baker, @msmelchen, @repjoshg, and @yahoofinance. LinkedIn: Massimo Donna. Forums: Ars OpenForum
| Mark Gurman / Bloomberg: |
Sources: Apple plans to unveil its long-awaited overhaul of the iPhone SE as early as next week, opting to reveal it on its website instead of at a launch event — - Revamped SE model is set to be unveiled in the coming days — Apple plans flurry of 2025 products, including smart home hub
More: Business Today, MacRumors, XDA Developers, 9to5Mac, Appleosophy, The Verge, AppleInsider, MacRumors, Forbes, iClarified, Patently Apple, TechRadar, and Digital Trends
Forums: r/apple, Slashdot, and MacRumors Forums
| Abner Li / 9to5Google: |
Email: Google is testing a Search “AI Mode” powered by Gemini 2.0 that lets users ask “open-ended / exploratory questions” and get AI Overview-style responses — As previously spotted, Google Search is working on a new “AI Mode” that offers a “persistent place” …
More: Spyglass, Android Police, Platformer, WinBuzzer, Search Engine Land, Android Headlines, Android Authority, Android Central, and Business Standard. Forums: Slashdot
| Zaheer Kachwala / Reuters: |
Take-Two reports Q3 net bookings up 3% YoY to $1.37B, vs. $1.39B est., and reiterates GTA VI is set to launch in the fall of 2025; TTWO jumps 6%+ after hours — Take-Two Interactive Software (TTWO.O) forecast its fourth-quarter bookings below Wall Street expectations on Thursday …
More: IGN, Take-Two Interactive, Variety, VentureBeat, GamesIndustry.biz, VICE, Video Games Chronicle, Comic Book, and Sherwood News. X: @deeketweak
| Katherine Long / Wall Street Journal: |
DOGE staffer Marko Elez resigns after being linked to racist posts on X; he was embedded in the US Treasury and previously worked at SpaceX, Starlink, and X — A staffer for Elon Musk's Department of Government Efficiency whose access to U.S. Treasury payment systems was approved …
More: Wired, ProPublica, CNBC, The Register, SiliconANGLE, Benzinga, The Verge, New York Magazine, Gizmodo, The Bulwark, NPR, Mediaite, Axios, The Hill, Futurism, New York Post, Forbes, Raw Story, KRON4, Simon Owens's Media Newsletter, Notes on the Crises, The Independent, and TechCrunch
Bluesky: @dell, @rmac, @philinvestigates.com, @evacide, @mmasnick, and @michaelianblack. Threads: @chrislhayes
X: @moorehn, @pitdesi, @iwillleavenow, @byklong, @billkristol, @pitdesi, @rachelvand, and @riegerreport
| Washington Post: |
More: Wired, PYMNTS.com, Gizmodo, Futurism, NBC News, Daily Kos, Raw Story, The Register, International Business Times, Forbes, and Mother Jones
Bluesky: @bgrueskin, @andrewtorrez, @alondra, @repdelbene, @jfcath, @rimaanabtawi, @occupymaga, @camerondurham, @camerondurham, @emptywheel, @stucowan, and @rodhilton.com. Mastodon: @jeffjarvis@mastodon.social
| Jess Weatherbed / The Verge: |
Google starts using SynthID watermarks in Google Photos on images that were edited using Magic Editor, but says some Reimagine edits may be too small to detect — But Google admits that some generative AI adjustments may be ‘too small’ for SynthID to detect.
More: The Keyword, Engadget, Digital Trends, PetaPixel, TechCrunch, Android Headlines, WinBuzzer, Android Authority, Droid Life, Android Police, Trusted Reviews, Phandroid, and Android Faithful. Forums: r/Android
| Romain Dillet / TechCrunch: |
Mistral releases iOS and Android apps and updates to its AI assistant Le Chat, including a $14.99-per-month Pro tier to access the “highest-performing model” — Mistral, the company that is sometimes considered as Europe's great hope for AI, is releasing several updates to Le Chat, its AI assistant product.
More: Mistral AI, 9to5Mac, MacRumors, PYMNTS.com, Business Insider, The Decoder, Cerebras, Techstrong.ai, The Information, KnowTechie, VentureBeat, Yahoo Finance, SiliconANGLE, and TestingCatalog
Bluesky: @shlead. X: @dhravyashah, @turnernovak, @qtnx_, @kimmonismus, @suhail, @ericschmidt, @shikhar_sri, @nkkall, @kylebrussell, @mohamed3on, @pkoval, @onetwoval, @dchaplot, @felix_nuno, @paulbz, @teroterotero, @julienetaix, @altryne, @mistralai, @hakimsidahmed1, @levi_xubbbb, @burkov, @marcosgorgojo, @europeanpan, @arthurmensch, @alexmasmej, @nremond, @simonbitwise, @arthurmensch, @divyanshkul, @terryyuezhuo, and @polmaire. LinkedIn: Marjorie Janiewicz. Forums: r/LocalLLaMA
| Bloomberg: |
Sources: Winklevoss' crypto exchange Gemini is considering an IPO as soon as this year; crypto exchange operator Bullish is also considering an IPO in 2025 — Gemini, the cryptocurrency firm backed by the billionaire Winklevoss twins, is considering an initial public offering as soon as this year …
More: PYMNTS.com, CoinDesk, The Information, CoinGape, The Block, CryptoSlate, Crypto Briefing, and crypto.news
| Julaiza Alvarez / Bloomberg: |
Pinterest reports Q4 revenue up 18% YoY to $1.15B, vs. $1.14B est., MAUs up 11% YoY to 553M, and forecasts Q1 revenue will top est.; PINS up 14% after hours — Pinterest Inc. posted strong holiday-quarter revenue and gave an upbeat forecast for sales in the current period …
More: PYMNTS.com, Pinterest, Reuters, CNBC, and Benzinga
| MacKenzie Sigalos / CNBC: |
Affirm reports Q2 revenue up 47% YoY to $866M, vs. $807M est., GMV up 35% YoY to $10.1B, and active consumers up 23% YoY to 21M; AFRM jumps 10%+ after hours — WATCH NOW — Affirm shares jumped more than 15% in extended trading on Thursday after the provider of buy now, pay later loans …
More: Benzinga, Affirm, and Associated Press
| Emma Roth / The Verge: |
OpenAI opens ChatGPT search to users who are not logged in, after launching it to paying subscribers in October 2024 and logged-in users in December 2024 — OpenAI is making its AI search engine more accessible. — OpenAI is making its AI search engine more accessible.| Paul Sawers / TechCrunch: |
GitHub announces updates for Copilot, including Vision for Copilot to generate interfaces, code, and alt text from a screenshot, photo, or a diagram — GitHub has announced a slew of updates for Copilot, while also giving a glimpse into a more agentic future for its AI-powered pair programmer.
More: The GitHub Blog, Visual Studio Magazine, ZDNET, Thurrott, Maginative, and Neowin
X: @satyanadella and @ashtom
| Jenna McLaughlin / NPR: |
Sources: some staffers at CISA were given deferred resignation offers and just hours to decide whether to accept them, extending broader cybersecurity fears — Employees at the Department of Homeland Security's Cybersecurity and Infrastructure Security Agency, or CISA … | Maxwell Zeff / TechCrunch: |
Stanford and University of Washington AI researchers claim they trained AI reasoning model s1, distilled from a Gemini 2.0 model, for under $50 in cloud compute — AI researchers at Stanford and the University of Washington were able to train an AI “reasoning” model for under $50 in cloud compute credits …
More: simplescaling on GitHub, arXiv.org, The Verge, TechSpot, iPhone in Canada Blog, Digital Trends, GeekWire, Fortune, Gizmodo, MarkTechPost, BGR, SiliconANGLE, Interesting Engineering, AI Daily News, Sherwood News, WinBuzzer, and Simon Willison's Weblog
Bluesky: @vordio.net, @yungherzog, @edzitron.com, @calebheeringa, @achtminus, @mims, @flutxo, @gcampax.com, @khunger, and @edzitron.com. Mastodon: @LeviKornelsen@dice.camp
X: @arankomatsuzaki, @nathanbrasher, @chai_research, @vin_sachi, @albalakalon, @andrewcurran_, @reach_vb, @abrichr, @mishig25, @natolambert, @sirajraval, @zitongyang0, @simonw, @muennighoff, @dimitrispapail, @rao2z, @huybery, and @omarsar0
Forums: Hacker News, r/wallstreetbets, Beehaw, and Slashdot
| Sharon Goldman / Fortune: |
Sources: OpenAI co-founder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup; he left Anthropic after joining the startup in August 2024 — OpenAI cofounder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup after departing Anthropic just five months … | Daphné Leprince-Ringuet / Sifted: |
France and the UAE agree to develop an up to 1 GW data center in France, representing €30B to €50B in investments for French and Emirati AI, chips, and more — France and the UAE have announced a partnership to build a 1GW AI data center, representing up to €50bn in investments| TechCrunch: |
Kelly Stonelake, a former Meta director who was at the company from 2009 to 2024, sues Meta, alleging sexual harassment, sex discrimination, and retaliation — One of Meta's earliest employees is suing the company for sexual harassment, sex discrimination, and retaliation … | Cecilia D'Anastasio / Bloomberg: |
Roblox reports Q4 revenue up 32% YoY to $988.2M, bookings up 21% YoY to $1.36B, vs. $1.37B est., and DAUs up 19% YoY to 85.3M, vs. 88.4M est.; RBLX falls 15%+ — - Roblox had 85.3 million daily active users in fourth quarter — The company's quarterly bookings reached $1.36 billionSponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
Labels that build themselves: Simplified Label Automation in Zoho Writer — Anyone who ships every day knows this feeling. Forty orders, each with a different number of items, and every item needs its own label.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
The Social Radars:
Blake Scholl, Founder & CEO, Boom Supersonic: Part 2
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
Machine Gods:
The purple tsunami against data centers
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
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Invest Like the Best:
Ramtin Naimi - The State of Venture
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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The Upstarts Podcast:
How Ramp Built A $60B AI Product Factory Off A Corporate Card | Co-CEO Eric Glyman
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
Would you let a robot do it?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Training Data:
A Model For Everyone: How Ronak From Trajectory Is Building Products For Continual Learning
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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