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February 6, 2025, 10:40 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, Entrepreneur, Constellation Research, and GeekWire
X: @danielnewmanuv, @thetranscript_, @danielnewmanuv, @toddbishop, @munster_gene, @thetranscript_, @firstadopter, @beth_kindig, @amazon, @beth_kindig, @thetranscript_, @munster_gene, @firstadopter, @stockmarketnerd, @thetranscript_, @munster_gene, @thetranscript_, @thetranscript_, @thetranscript_, @amazonnews, and @firstadopter
| 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: |
| 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, Josh Gottheimer, Android Authority, SiliconANGLE, NBC News, Android Police, Bloomberg, The Record, Business Standard, Forbes, WinBuzzer, CNN, PYMNTS.com, Research & Development World, Fortune, Engadget, Semafor, Techstrong.ai, Business Insider, nextpit, Washington Examiner, ABC News, DNyuz, and Quartz
Bluesky: @desert29girl, @occupymaga, and @elkmovie
X: @repjoshg, @msmelchen, @yahoofinance, @benfritz, and @sam_baker. 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: MacRumors, Business Today, XDA Developers, 9to5Mac, Appleosophy, The Verge, AppleInsider, Benzinga, Hindustan Times, MacRumors, Forbes, iClarified, Patently Apple, TechRadar, and Digital Trends
Forums: r/apple, Slashdot, and MacRumors Forums
| 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 staff member Marko Elez resigns after being linked to racist X posts; the 25-year-old was embedded in the US Treasury and previously worked at SpaceX 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, WNYW-TV, SiliconANGLE, Advocate, Benzinga, New York Magazine, The Verge, Gizmodo, The Bulwark, Mediaite, NPR, New York Post, Axios, The Hill, Raw Story, KRON4, Futurism, Simon Owens's Media Newsletter, Notes on the Crises, The Independent, and Forbes
Bluesky: @rmac, @philinvestigates.com, @dell, @evacide, @mmasnick, and @michaelianblack. Threads: @chrislhayes
X: @moorehn, @iwillleavenow, @byklong, @rachelvand, @pitdesi, @billkristol, @pitdesi, and @riegerreport
| Washington Post: |
More: Wired, Gizmodo, PYMNTS.com, Townhall, Futurism, NBC News, The Register, Raw Story, Daily Kos, International Business Times, Forbes, and Mother Jones
Bluesky: @rimaanabtawi, @occupymaga, @camerondurham, @emptywheel, @stucowan, @rodhilton.com, @andrewtorrez, @alondra, @repdelbene, @jfcath, @camerondurham, and @bgrueskin. Mastodon: @jeffjarvis@mastodon.social
| 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” … | 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, TechCrunch, Android Headlines, Android Authority, Android Police, Trusted Reviews, PetaPixel, WinBuzzer, and Droid Life. 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, Agence France-Presse, MacRumors, 9to5Mac, PYMNTS.com, Business Insider, The Decoder, The Information, VentureBeat, Yahoo Finance, SiliconANGLE, Techstrong.ai, and KnowTechie
Bluesky: @shlead. X: @dhravyashah, @turnernovak, @qtnx_, @kimmonismus, @suhail, @shikhar_sri, @nkkall, @paulbz, @teroterotero, @julienetaix, @altryne, @hakimsidahmed1, @levi_xubbbb, @burkov, @europeanpan, @nremond, @arthurmensch, @divyanshkul, @terryyuezhuo, @kylebrussell, @mohamed3on, @pkoval, @onetwoval, @dchaplot, @felix_nuno, @mistralai, @ericschmidt, @marcosgorgojo, @arthurmensch, @alexmasmej, @simonbitwise, and @polmaire. LinkedIn: Marjorie Janiewicz. Forums: r/LocalLLaMA
| Marina Temkin / TechCrunch: |
Trump has proposed taxing carried interest as ordinary income in a meeting with Republican lawmakers, a policy that could sharply increase the tax bill for VCs — On Thursday, President Trump asked Republican lawmakers to end tax breaks on carried interest.
More: NVCA, American Banker, Seeking Alpha, Axios, Venture Capital Journal, Yahoo Finance, New York Post, and Bloomberg
X: @firstadopter, @danprimack, @bryce, @danprimack, @yuris, @jasonlk, @rakeshsfnyc, @jason, @devahaz, @pitdesi, and @lizrhoffman
| 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: PYMNTS.com, Affirm, and Benzinga
| Bloomberg: |
Sources: Winklevoss' crypto exchange Gemini is considering an IPO as soon as in 2025; cryptoasset 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, Crypto Briefing, CoinGape, crypto.news, The Block, and The Information
| 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 jumps 15%+ 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, Benzinga, and CNBC
| 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 being able 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, InfoWorld, VentureBeat, Visual Studio Magazine, Neowin, Thurrott, Maginative, and ZDNET
X: @satyanadella and @ashtom
LinkedIn: Thomas Dohmke and Mario Rodriguez
Forums: r/LocalLLaMA and r/singularity
| Todd Spangler / Variety: |
Amazon Q4: ad revenue up 18% YoY, subscription services revenue up 10% to $11.51B; Red One was most-watched film debut ever on Prime with 50M global viewers — Overall earnings for the period smashed Wall Street expectations. — The Q4 ad revenue figure fell short of analyst expectations of $17.4 billion, per StreetAccount.| Jenna McLaughlin / NPR: |
Sources: after initially being excluded, some CISA employees were given hours to accept the deferred resignation offer, extending broader cybersecurity fears — Employees at the Department of Homeland Security's Cybersecurity and Infrastructure Security Agency, or CISA … | 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 build an up to 1GW data center in France, representing €30B to €50B in investments in French and Emirati AI, chips, talent, 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 … | 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: arXiv, simplescaling on GitHub, The Verge, TweakTown, Digital Trends, Fortune, MarkTechPost, BGR, Interesting Engineering, TechSpot, iPhone in Canada Blog, GeekWire, Gizmodo, SiliconANGLE, AI Daily News, Sherwood News, and Simon Willison's Weblog
Bluesky: @edzitron.com, @calebheeringa, @achtminus, @mims, @vordio.net, @yungherzog, @flutxo, @gcampax.com, @khunger, and @edzitron.com. Mastodon: @LeviKornelsen@dice.camp
X: @arankomatsuzaki, @vin_sachi, @natolambert, @simonw, @muennighoff, @dimitrispapail, @nathanbrasher, @chai_research, @albalakalon, @andrewcurran_, @reach_vb, @abrichr, @mishig25, @zitongyang0, @rao2z, @huybery, @sirajraval, and @omarsar0
Forums: Hacker News, r/wallstreetbets, Beehaw, and Slashdot
| Bloomberg: |
CoinMarketCap: $MELANIA fell ~90% since January 20, while $TRUMP fell ~75% from its all-time high; most wallets that bought $TRUMP made no more than $13 — - First Lady's token has lost $1.44 billion in market value — President's token has lost almost $11 billion in market value
Bluesky: @daniloc.xyz, @variousinterests, and @jimcashel
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