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Techmeme
February 6, 2025, 9:30 PM
Mediagazer memeorandum WeSmirch
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Top News

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
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 …
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
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 …
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 …
Washington Post:
Sources: DOGE is processing sensitive data from across the Education Department with AI tools in Microsoft's Azure to look for potential spending cuts
Jess Weatherbed / The Verge:
Google Photos starts adding its SynthID watermarks to photos that have been edited using Magic Editor, but says some changes may be too small to detect  —  But Google admits that some generative AI adjustments may be ‘too small’ for SynthID to detect.  —  But Google admits …
Romain Dillet / TechCrunch:
Mistral releases iOS and Android apps and unveils several updates to its AI assistant Le Chat, including a $14.99 per month Pro tier  —  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.
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.
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 …
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 billion

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UiPath:
UiPath Unveils 10 Innovations that Will Shape the Agentic Future  —  Orchestration engine, API workflows and agentic testing among key features of new UiPath Platform™ for agentic automation, launched at UiPath DevCon 2025
Zoho:
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From Mediagazer

Todd Spangler / Variety:
Memo: Business Insider is cutting staff by 21% to “endure extreme traffic drops outside of our control” and “exiting the majority of our Commerce business”

Wall Street Journal:
Sources: Paramount offers $15M to settle with President Trump, whose team wants $25M+, is seeking an apology from CBS News, and threatened another lawsuit

Ben Johansen / Politico:
Sources: all 800 full-time VOA staff are expected to receive reduction-in-force notices this week, after ~600 VOA contractors were dismissed earlier in May

More News

Mark Gurman / Bloomberg:
Apple is at the center of an escalating US-China geopolitical fight spanning tariffs, regulatory probes, and a backlash caused by anti-US rhetoric in China
Jagmeet Singh / TechCrunch:
TrueFoundry, which helps enterprises deploy AI systems at scale, raised $19M led by Intel Capital, taking its total funding to $21M+, and claims 30 customers

Earlier Picks

Henry Stockdale / UploadVR:
Interviews with nearly two dozen VR studios on shipping games on Quest, Meta's increased focus on Horizon Worlds, concerns over declining game sales, and more
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