Open Links In New Tab
Mobile Archives Advertise
Techmeme
January 31, 2025, 9:15 AM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Get our daily newsletter and never miss a story!   ⓧ Newsletter

Top News

CNBC:
Apple reports a record $124.3B revenue in Q1, up 4% YoY, net income up 7.1% to $36.3B, China net sales down 11% to $18.5B, largest drop in China since Q1 2024  —  Analysts are concerned about how Apple will signal the March quarter is shaking out.
Apple Inc.:
Apple Q1: iPhone down 1% YoY to $69.14B, vs. $71.03B est., Mac up 15% to $8.99B, iPad up 15% to $8.09B, and Wearables, Home, and Accessories down 2% to $11.75B  —  All-time records for total company revenue and EPS  —  Services revenue reaches new all-time high
CNBC:
Apple Services revenue reached an all-time high of $26.34B in Q1, up 14% YoY, beating estimates and helping lift the company's gross margin to a record 46.9%
Business Insider:
In a leaked recording of an all-hands meeting, Mark Zuckerberg said Meta was slow to respond to TikTok's rise because “we didn't think TikTok was social”  —  - Mark Zuckerberg addressed several recent policy changes in a company all-hands meeting on Thursday.
Business Insider:
Leaked all-hands recording: Mark Zuckerberg told staff to “buckle up” for an “intense” year, said a changing policy landscape necessitated DEI changes, and more  —  - Meta CEO Mark Zuckerberg told staffers in a Thursday all-hands to be ready for an “intense year.”
Wall Street Journal:
Sources: OpenAI is in early talks to raise up to $40B at a $340B valuation; the startup was last valued at $157B in October, when it raised $6.6B  —  SoftBank would lead $40 billion round for the ChatGPT maker, some of which would go to Stargate AI infrastructure venture.
Jordan Novet / CNBC:
Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates  —  Intel issued disappointing quarterly guidance on Thursday, but reported earnings and revenue that topped estimates.  Shares were up 3% after hours.
Dylan Patel / SemiAnalysis:
A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history  —  The DeepSeek Narrative Takes the World by Storm  —  DeepSeek took the world by storm.  For the last week, DeepSeek has been the only topic …
VideoCardz.com:
Nvidia updates its PC app and rolls out the new GPU drivers, bringing Multi Frame Generation to RTX 50 Series GPUs and DLSS transformer models to all RTX GPUs  —  NVIDIA DLSS4 released, Override feature now available  —  Following the launch of the GeForce RTX 5090 and 5080 …
Abner Li / 9to5Google:
Google announces a “voluntary exit program” for employees working in the Platforms & Devices group in the US, which includes Android, Chrome, Pixel, and more  —  Last year, the teams responsible for Pixel hardware and Android software were merged into one division …
Wall Street Journal:
Sources: Amazon is ramping up ad spending on X, as companies re-evaluate their stances in a changing political climate; source: Apple considers a return to X  —  Amazon is ramping up ad spending on Elon Musk's X, according to people familiar with the situation, a major shift after pulling …
MK Manoylov / The Block:
Tether plans to bring USDT to the Bitcoin base layer again and to the Layer 2 protocol Lightning Network, following USDT expansions to Celo and other networks  —  - The integration is supported by Taproot Assets, a network that enables interoperability between stablecoins and other assets on the Bitcoin network.
Bloomberg:
Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips  —  - Nvidia says it ‘insists’ that customers comply with laws  — Singapore accounts for about 20% of Nvidia's revenue
Abner Li / 9to5Google:
Google Search adds Ask for me, which uses AI to call businesses to inquire about availability and pricing, starting with nail salons and auto shops in the US  —  Following Daily Listen in early January, Google is launching a new Search Lab called “Ask for me.”
Tom Warren / The Verge:
Sources: Nadella and Microsoft execs moved quickly to get engineers to test and deploy DeepSeek R1 on Azure and GitHub in 10 days, an unusually fast turnaround  —  Microsoft was ready for the next step in AI models.  —  Microsoft was ready for the next step in AI models.
Counterpoint Research:
Indian smartphone market's revenue rose 9% YoY in 2024, with shipments up 1% YoY to 153M units; Nothing was the fastest-growing brand, up 577% YoY  —  - The Indian smartphone market's Revenue on the basis of the wholesale price rose 9% YoY in 2024 to reach a record high.

Sponsor Posts

Google:
Generate videos with Veo 3 in Google Gemini  —  Create high-quality, 8-second videos with Veo 3, our state-of-the-art AI video generator.  Try it with a Google AI Pro plan or get the highest access with the Ultra plan.
Codegen:
Ship with AI: The Future of Coding is Here  —  Use natural language in Slack to trigger real PRs, docs, dashboards, infra & more.  Codegen connects GitHub, Linear, Notion, and beyond.
Zoho:
Balancing privacy and automation in the world of AI  —  No matter where you go and what you do today, the AI-influence is massive.  While AI does make our lives easier, it has faced backlash—especially in content generation …
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Sponsor Techmeme

Featured Podcasts

Spotlight On:
 CrowdStrike's George Kurtz on the security arms race
A podcast from Accel about how companies are built, from the people doing the building.
Subscribe to Spotlight On.
Techmeme Ride Home:
 Zuck's Big AI Ambitions
The day's tech news, every day at 5pm ET. Fifteen minutes and you're up to date.
Subscribe to Techmeme Ride Home.
Sponsor this podcast
Azeem Azhar's Exponential View:
 OpenAI's CPO on what's coming next: Hardware, GPT-5, Jony Ive, agents, more
Azeem Azhar explores how AI and exponential technologies are shaping our future.
Subscribe to Azeem Azhar's Exponential View.
Invest Like the Best:
 Bill Gurley - The Gift and The Curse of Staying Private
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Decoder with Nilay Patel:
 Taskrabbit CEO Ania Smith isn't afraid of AI robots replacing human labor
A show from the Verge about big ideas - and other problems.
Subscribe to Decoder with Nilay Patel.
Grit:
 Family, Focus, and 350M Users: Inside Zoom with Eric Yuan
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 9:15 AM ET, January 31, 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

Rick Porter / The Hollywood Reporter:
ABC News says it has “made the decision to not renew” Terry Moran's contract after suspending him for calling Stephen Miller a “world-class hater”

Katie Robertson / New York Times:
Vanity Fair names Vogue creative editorial director Mark Guiducci as its global editorial director, replacing Radhika Jones and starting at the end of June

Lillian Rizzo / CNBC:
Internal memo: Paramount Global is cutting its US-based staff by 3.5% and may also reduce its workforce outside of the US over time

More News

Kyle Wiggers / TechCrunch:
The Allen Institute for AI releases Tulu 3 405B, an open source model that it claims outperforms DeepSeek V3 and OpenAI's GPT-4o on certain benchmarks

Earlier Picks

Todd Bishop / GeekWire:
Amazon sues Washington state to limit the release of public records to The Washington Post about Jeff Bezos' Amazon Project Kuiper satellite facility in Seattle
New York Times:
Elon Musk is using the same tactics he used during his Twitter takeover at DOGE, including offering exits to federal employees and testing engineering prowess
Bloomberg:
The US DOJ sues to block HPE's $14B acquisition of Juniper Networks, arguing the deal would harm competition in the enterprise wireless equipment
Ryan Christoffel / 9to5Mac:
Mark Zuckerberg says he wants to make Facebook “way more culturally influential than it is today” and he is focused on returning to “OG Facebook” in 2025
Tom Warren / The Verge:
Microsoft makes OpenAI's o1 model, branded as “Think Deeper”, free for all Copilot users, after launching o1 in October 2024 as a paid Copilot Pro feature
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter