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January 31, 2025, 2:15 PM
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Top News

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.
The Verge:
Leaked all-hands: Mark Zuckerberg said Meta sold more than 1M Ray-Ban smart glasses in 2024, revealing sales figures for the first time
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 …
Stephanie Kirchgaessner / The Guardian:
WhatsApp says it disrupted a campaign in which 90 journalists and other members of civil society were targeted using spyware from Israel-based Paragon  —  Messaging app said it had ‘high confidence’ some users were targeted and ‘possibly compromised’ by Paragon Solutions spyware
Samantha Kelly / CNET:
Apple agrees to a $20M settlement to resolve claims that some Watch batteries swelled over time, potentially damaging other key components, such as the display  —  Eligible Apple Watch owners have until April 10, 2025, to apply for a payout.  —  Owners of certain Apple Watch models …
Kyle Wiggers / TechCrunch:
OpenAI launches o3-mini, its latest reasoning model that it says is largely on par with o1 and o1-mini in capability, but runs faster and costs less
Lauren Feiner / The Verge:
Apple files an emergency motion to halt the remedy trial of the DOJ vs. Google case while it appeals a court's denial of its request to intervene as a defendant  —  The company wants to play a bigger role to avoid ending its lucrative search deal.  —  The company wants to play a bigger role to avoid ending its lucrative search deal.
Costas Mourselas / Financial Times:
Investor letter: Elliott Management warns the White House's embrace of crypto is helping fuel a speculative mania that “could wreak havoc” when prices collapse  —  Supporting digital assets that could marginalise the dollar is ‘dangerous’, investor letter says
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
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
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 …
Wall Street Journal:
SoftBank, which sources say is in talks to invest $15B-$25B in OpenAI and $18B in Stargate, could borrow against its $140B+ Arm stake to fund the investments  —  Japanese conglomerate is in talks to spend up to $43 billion to boost the ChatGPT developer  —  In his newly built palace near Tokyo …
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.
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  —  Move over, DeepSeek.  There's a new AI champion in town — and they're American.  —  On Thursday, Ai2, a nonprofit AI research institute based …
Dan Primack / Axios:
Source: Anton Levy is stepping down as General Atlantic's co-president and chairman of global technology; Levy led investments in Alibaba, Facebook, and more  —  No word yet on his future plans, although it doesn't sound like anything is imminent.  — Levy will be replaced …
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.
Kyle Wiggers / TechCrunch:
Microsoft creates the Advanced Planning Unit within its Microsoft AI division to help the company understand the societal, health, and work implications of AI  —  Microsoft says that it's creating a new unit, the Advanced Planning Unit (APU), within its Microsoft AI business division …
CRN:
Intel says it no longer plans to sell its next-gen Falcon Shores AI accelerator chip, which was set to launch in late 2025, to focus on its Jaguar Shores chip  —  Interim Intel co-CEO Michelle Johnston Holthaus discloses the pivot in its AI data center strategy as Nvidia forges ahead …

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This is a Techmeme archive page. It shows how the site appeared at 2:15 PM 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

David Folkenflik / NPR:
Source: more than 75,000 Washington Post digital subscribers have cancelled their subscriptions following Jeff Bezos' overhaul of the paper's opinion section

New York Times:
Sources: VOA's parent opened probes into VOA journalists for reporting on criticism of Trump or for comments seen as critical; Steve Herman was placed on leave

CNN:
A TASS journalist gained access to Trump's meeting with Zelensky, even as AP and Reuters were barred; the White House says he was unauthorized and escorted out

More News

Earlier Picks

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
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
Dylan Butts / CNBC:
Samsung reports Q4 revenue up 12% YoY to ~$52.2B, vs. ~$51.9B est., operating profit up 132% YoY to ~$4.5B, vs. ~$4.7B est., and FY 2024 revenue of ~$207B
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
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