Techmeme
February 26, 2025, 10:10 PM

Top News

Kif Leswing / CNBC:
Nvidia reports Q4 revenue up 78% YoY to $39.33B, vs. $38.05B est., Data Center revenue up 93% to $35.6B, and FY 2025 revenue up 114% to $130.5B  —  Nvidia reported fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations.  The company also provided strong guidance for the current quarter.
Wes Davis / The Verge:
Amazon unveils Alexa+, a generative AI update with vision capabilities and more, in preview in March 2025 for $20 per month or free to Prime subscribers  —  Arriving more than a year after it was first announced, Alexa is finally catching up to Google's Gemini.
Bloomberg:
Amazon's Panos Panay demoed Alexa+ in a flowing ongoing conversation and says it can book concert tickets, make restaurant reservations, and text a babysitter  —  Amazon.com Inc. has rebooted Alexa with artificial intelligence.  —  The rollout is the biggest overhaul of the voice-activated …
Kyle Wiggers / TechCrunch:
Joseph Menn / Washington Post:
Letter: US DNI Tulsi Gabbard calls the UK's order for Apple to add an iCloud backdoor an “egregious” violation of Americans' rights and plans a legal review  —  British order demanding access to encrypted storage on Apple devices opens up “a serious vulnerability for cyber exploitation,” she said.
Jeremy Gan / Engadget:
Google redesigns Results About You, its tool for requesting the removal of Search results with personal info, adding a new hub and the ability to update results  —  You can also address outdated search results now.  —  Google has been offering the Results About You tool since 2022 and updated it once in 2023.
Abner Li / 9to5Google:
Google says it received FDA clearance for the Pixel Watch 3's Loss of Pulse Detection feature, available in the EU and rolling out in the US at the end of March  —  Loss of Pulse Detection was announced last August as the Pixel Watch 3's latest safety feature, and it has finally been approved …
Zaheer Kachwala / Reuters:
Salesforce reports Q4 revenue up 8% YoY to $9.99B, vs. $10.04B est., and forecasts FY 2026 revenue below estimates; CRM drops 5%+ after hours  —  Business software provider Salesforce (CRM.N) forecast fiscal 2026 revenue below Wall Street expectations on Wednesday, weighed down by slower adoption …
Hadriana Lowenkron / Bloomberg:
Trump says “Apple should get rid of DEI rules, not just make adjustments to them” in a Truth Social post, after Apple investors rejected a proposal to end DEI  —  - Investors turned down outside proposal to scrap DEI efforts  — Trump escalates campaign against diversity hiring practices
Juby Babu / Reuters:
eBay reports Q4 revenue up 1% YoY to $2.6B, GMV up 4% YoY to $19.3B, and forecasts Q1 revenue below expectations; EBAY drops 7%+ after hours  —  E-commerce firm eBay (EBAY.O) forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling weak demand for products such as collector's items and refurbished goods.
More: eBayX: @thetranscript_
CJ Haddad / CNBC:
AppLovin's stock closes down 12% after two short sellers released reports questioning its AXON ad software and alleging deceptive ad practices and misused data  —  Shares of AppLovin closed down 12% Wednesday as two short seller reports cast doubt on the integrity of the company's artificial …
Todd Spangler / Variety:
YouTube says it now has 1B+ monthly viewers for podcast content worldwide; users watched 400M+ hours of podcasts monthly on living room devices in 2024  —  Podcasts started as an audio-only phenomenon. … According to the Google-owned video giant, YouTube now has more than 1 billion monthly viewers for podcast content worldwide.
Faris Mokhtar / Bloomberg:
Indonesia says Apple signed a deal to invest in the country and will issue it a permit, paving the way for resuming iPhone 16 sales after a five-month tussle  —  The agreement was announced by Minister for Industry Agus Gumiwang Kartasasmita in a media briefing in Jakarta on Wednesday, as reported by Bloomberg Technoz.
Lorenzo Franceschi-Bicchierai / TechCrunch:
Cellebrite suspends Serbia as a customer after a report alleged authorities used its tools to unlock phones of a journalist and an activist and plant spyware  —  Cellebrite announced on Tuesday that it stopped Serbia from using its technology, following allegations that Serbian police …
Carl Franzen / VentureBeat:
Hume launches Octave, an LLM for text-to-speech that generates custom AI voices with adjustable emotions, offering a free tier with 10,000 characters per month  —  New York City startup Hume AI emerged from stealth two years ago and has since raised multimillions in funding on the basis …
The Information:
Source: Instagram considers launching a standalone Reels app, improving recommendations, and distributing more three-minute-long videos, to compete with TikTok  —  Instagram is considering launching a stand-alone app for its short-form-video feature, Reels, Instagram chief Adam Mosseri told staff this week …
Allison Johnson / The Verge:
iPhone 16e review: reliable performance, good camera, the C1 modem “seems fine”, but no MagSafe, no ultrawide camera, and $599 feels $100 too high  —  The iPhone 16E is everything I love and hate about iOS.  FaceTime at your fingertips.  A reliable camera.  Simplicity.  Familiarity.
Sean Michael Kerner / VentureBeat:
IBM releases its Granite 3.2 LLM family, featuring optional reasoning capabilities, a new vision model optimized for document processing, and time series models  —  In the wake of the disruptive debut of DeepSeek-R1, reasoning models have been all the rage so far in 2025.
Reuters:
Alibaba releases Wan 2.1, a family of open-source AI models for generating images and videos, available globally on Alibaba Cloud's ModelScope and Hugging Face  —  Chinese e-commerce leader Alibaba (9988.HK) said on Wednesday its video- and image-generating artificial intelligence model Wan 2.1 …
Kyle Wiggers / TechCrunch:
Anthropic's Claude 3.7 Sonnet reportedly cost “a few tens of millions of dollars” to train, similar to Claude 3.5 and cheaper than GPT-4, which cost over $100M  —  Anthropic's newest flagship AI model, Claude 3.7 Sonnet, cost “a few tens of millions of dollars” to train using less than 10^26 FLOPs of computing power.

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More News

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Earlier Picks

Noah Shachtman / Wired: