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January 24, 2024, 6:30 PM
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memeorandum
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| Wall Street Journal: |
Sources: Apple plans to add new fees and restrictions after allowing EU users to download apps from outside the App Store, including reviewing sideloaded apps — Meta, Spotify and other companies are weighing new options for customers as Apple makes changes to comply with new European law
More: Daring Fireball, MacRumors, The Verge, 9to5Mac, ZDNet, Engadget, Business Insider, New York Post, Android Headlines, PYMNTS.com, Macworld, TechRadar, iMore, iPhone in Canada Blog, Reuters, TechCrunch, BGR, Cult of Mac, TweakTown, Supercharged, Wccftech, MacDailyNews, The Messenger, XDA Developers, Thurrott, AppleInsider, iClarified, and MSPoweruser
Threads: @trevorcroker and @bzamayo
Mastodon: @elkmovie@mastodon.social, @elkmovie@mastodon.social, @ff00aa@mastodon.social, and @rileytestut@mastodon.social. Forums: MacRumors Forums
| Ariel Shapiro / The Verge: |
Ahead of the EU's DMA, Spotify shares iOS app mockups with full in-app payments, rolling out in part on March 7; Apple hasn't yet shared its changes for the DMA — For years, Apple's App Store policies have made it impossible for apps to sell digital services and goods on their own terms.
More: Spotify, Axios, Daring Fireball, Billboard, The Mac Observer, Engadget, Neowin, Reuters, Digital Trends, Thurrott, Android Headlines, PYMNTS.com, MacRumors, Cybernews.com, KnowTechie, TechCrunch, iPhone in Canada Blog, 9to5Mac, CNBC, and Investor's Business Daily
X: @spotifynews, @appfairness, and @averywgardiner. LinkedIn: Gustav Gyllenhammar. Forums: MacRumors Forums
| Matt Day / Bloomberg: |
Ring plans to stop letting police request footage from users' video doorbells and cameras via its tool next week; police and fire departments will need warrants — - Move dials back company's longtime public-safety stance — Law enforcement will now have to seek warrants for video
More: The Ring Blog, CNN, The Verge, AppleInsider, Engadget, Electronic Frontier Foundation, CNBC, Ars Technica, The Guardian, TechHive, Tom's Guide, TechRadar, KNSD-TV, TechCrunch, nltimes.nl, The Information, GeekWire, PetaPixel, Gizmodo, socaltech.com, and The Messenger
Mastodon: @Jeremiah@alpaca.gold, @mjgardner@social.sdf.org, and @jake4480@c.im
| Abner Li / 9to5Google: |
Google Pixel users say they are not able to access data stored in internal storage across all apps after installing the January 2024 Google Play system update — Following a storage access issue in October with the initial Android 14 release and multiple users, Pixel devices might … | Mike Butcher / TechCrunch: |
Web Summit CEO Katherine Maher, who was hastily appointed at the end of October 2023 to replace Paddy Cosgrave, plans to step down on March 1 to join NPR as CEO — Technology can sometimes move at the speed of light. And so, too, can technology executives.
More: New York Times, NPR, Business Post, Independent.ie, The Verge, and Variety
Threads: @brandyzadrozny, @lpolgreen, and @lorakolodny
X: @kevinbankston, @ingridlunden, @krmaher, and @krmaher
| Richard Nieva / Forbes: |
The US National Science Foundation partners with OpenAI, Meta, Nvidia, Microsoft, and others to launch NAIRR, a pilot to expand researchers' access to AI tools — The pilot program, called the National Artificial Intelligence Research Resource, follows President Biden's executive order mandating lower entry to AI infrastructure.
More: NSF, The Register, The Verge, SiliconANGLE, The Hill, HPCwire, GovTech, NVIDIA, Microsoft On the Issues, CoinGape, Computerworld, Nextgov/FCW, Cerebras, FedScoop, and Axios
X: @senatorheinrich, @nsfdrpanch, @repannaeshoo, @nvidia, @mrgunn, @fredhum, @blancheminerva, @kent_walker, @openminedorg, @whostp, @allen_ai, @darpa, @sentoddyoung, @brigittetousi, @githubpolicy, and @nsf
LinkedIn: Andrew Wheeler and Jennifer Glore
| Jordan Novet / CNBC: |
IBM reports Q4 revenue up 4% YoY to $17.38B, vs. $17.30B est., software revenue up 3% YoY to $7.51B, and net income of $3.29B, up from $2.71B YoY; IBM jumps 8%+ — - IBM surpassed estimates on the top and bottom lines and ended 2023 with more free cash flow than it had projected.| Alexander Martin / The Record: |
The UK NCSC's all-source intelligence assessment: ransomware attacks will almost certainly increase in both volume and impact over the next two years due to AI — Ransomware attacks will increase in both volume and impact over the next two years due to artificial intelligence (AI) technologies, British intelligence has warned.| Tom Warren / The Verge: |
Nvidia's RTX GPUs can now upgrade SDR video to HDR using AI, supported in both Microsoft Edge and Google Chrome on Windows PCs with HDR enabled — Nvidia is launching a new feature for all RTX GPU owners today: RTX Video HDR. … You just need an HDR10-compatible monitor with HDR enabled in Windows.
More: NVIDIA, NVIDIA, VideoCardz.com, PCGamesN, eTeknix, Future Game Releases, Fast Company, Tom's Hardware, PC Gamer, Yahoo News, NVIDIA, [H]ard|Forum, NewsBytes, DSOGaming, The Decoder, TweakTown, WorthPlaying, Wccftech, and guru3d.com
Bluesky: @bubbaprog.ilovecitr.us and @neilshader.bsky.social
X: @xyberknight, @pellynv, @nvidiageforce, @tomwarren, @pellynv, and @nvidiageforce
Forums: Hacker News, r/hardware, r/nvidia, and r/nvidia
| Ryan Vlastelica / Bloomberg: |
Microsoft briefly reached a $3T market cap for the first time on January 24, becoming the second company to do so after Apple, before closing at a record $2.99T — - Software giant is second company to hit level, following Apple — AI services are seen as a long-term revenue growth tailwind| Ash Parrish / The Verge: |
Twitch changes the Prime Gaming subscription payout model to a fixed rate, expands the Partner Plus Program, and removes the $100K cap for 70/30 revenue share — Twitch is making big monetization changes again in an attempt to make a more sustainable system, lowering earnings in some places and raising them in others.
More: Twitch, Gizmodo, Engadget, IGN, TechCrunch, and Dexerto
X: @greibach_vt, @morgan_sung, @morgan_sung, @shindags, and @twitch
| Hugh Son / CNBC: |
Klarna launches Klarna Plus, a $7.99/month subscription plan in the US, with waived service fees when using its One Time Card, double rewards points, and more — - Swedish fintech firm Klarna is launching a monthly subscription plan in the U.S. to lock in its heaviest users ahead …
More: Klarna US, The Information, The Verge, PYMNTS.com, Payments Dive, Robots.net, TechCrunch, and Finextra
| Kate Knibbs / Wired: |
Originality AI: 88%+ of the top US news outlets now block AI companies' web crawlers; leading right-wing outlets, like Breitbart and Newsmax, mostly permit them — Nearly 90 percent of top news outlets like The New York Times now block AI data collection bots from OpenAI and others.
Threads: @thebrianpenny, @willoremus, @matthewfacciani, and @simondowens
Mastodon: @gerrymcgovern@mastodon.green, @carnage4life@mas.to, @ppatel@mstdn.social, and @jeffjarvis@mastodon.social
Bluesky: @crabofdoom.bsky.social and @lolgop.bsky.social
LinkedIn: Kate Knibbs and Emil Protalinski
| Bloomberg: |
Filing: HPE says a group believed to be Russia-linked Midnight Blizzard exfiltrated data from “a small percentage of HPE mailboxes” beginning in May 2023 — - HPE says it was informed of nation-state breach on Dec. 12 — Same Russia-linked group suspected in recent Microsoft hack
More: BleepingComputer, US SEC, PCMag, and CNBC
| Michael Acton / Financial Times: |
Apple's acquisitions, job postings, and academic papers detail the company's AI plans; PitchBook says Apple acquired 21 AI startups since the start of 2017 — Acquisitions, job postings and academic papers suggest tech company is preparing to run AI through its devices| Reuters: |
Massachusetts court filing: Google reached a settlement in an AI chip patent infringement lawsuit filed by Singular Computing, which sought $1.67B in damages — Google (GOOGL.O) on Wednesday reached a settlement in a patent infringement lawsuit over chips that power the company's artificial … | Toby Sterling / Reuters: |
ASML reports Q4 revenue up 13% YoY to €7.2B, net profit up 9% YoY to €2B, both above est., orders up 3x QoQ to €9B+, and expects 2024 net sales to be flat YoY — ASML Holding NV (ASML.AS), Europe's biggest technology company by market value, on Wednesday reported better … | Zac Hall / 9to5Mac: |
A US federal judge denies the NSO Group's motion to dismiss Apple's lawsuit and orders the Pegasus spyware maker to answer Apple's complaint by February 14 — Apple has won an early battle against the NSO Group in court today. Apple sued the Pegasus spyware maker in November 2021 … | Eamon Farhat / Bloomberg: |
IEA: electricity used by data centers, crypto, and AI could grow 100%+ in the next three years; Ireland's data centers could use 32% of its electricity by 2026 — - Cryptocurrency, AI to dominate demand, IEA report finds — Increase in demand will be covered by renewables, nuclear
More: The Verge, PCMag, The Register, IEA, Network World, Silicon Republic, The Messenger, FinSMEs, Data Center Knowledge, and Tech Xplore
X: @technology, @tunguz, and @iea
| Matthew Ball / MatthewBall.co: |
A look at some long-term issues facing the gaming industry, including deep layoffs, weak revenue growth, growing development costs, and declining VC investments — To players and outside observers, 2023 looks like one of the 70-year-old gaming industry's greatest-ever years.
More: Android Police. X: @carnage4life, @karstenw, @ballmatthew, @frozenfire42, @alexherrity, and @rianflo
| Bloomberg: |
EquiLend, which processes $2.4T+ of securities-lending transactions per month, goes down after a January 22 cyberattack and says restoration may take a few days — - EquiLend says it may take days to recover from cyber incident — Firm is at heart of Wall Street's securities-lending industry
More: The Record, BleepingComputer, CNN, EquiLend, DataBreaches.net, The Stack, Securities Finance Times, and Finextra
| Will Knight / Wired: |
A profile of AI expert Kai-Fu Lee, who helped Microsoft and Google get established in China and whose startup 01.AI seems to be winning the open-source AI race — Kai-Fu Lee, an AI expert and prominent investor who helped Google and Microsoft get established in China, says his new startup 01.AI … | Tim Bradshaw / Financial Times: |
London- and Tallinn-based VC firm Plural, led by some of Europe's best known startup founders, raised a €400M fund to invest in early-stage “deep tech” startups — The firm offers a Silicon-Valley approach to backing start-ups as an alternative to the traditional VC model
X: @soundboy, @ryan_browne_, @khelioui, @taavet, @carinanamih, and @pluralplatform. LinkedIn: Kate Connolly
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