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January 23, 2025, 9:30 AM
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memeorandum
WeSmirchTop News
| Wall Street Journal: |
Sources: Microsoft and OpenAI were arguing over Microsoft's ability to fulfill OpenAI's computing needs, in the months leading up to the Stargate announcement — The partnership that launched the AI boom has been strained by disagreements over computing resources| The Information: |
Sources: Sam Altman told some colleagues that OpenAI and SoftBank will each commit $19B to Stargate, and OpenAI would effectively hold a 40% interest in the JV — OpenAI and Japanese conglomerate SoftBank will each commit $19 billion to fund a joint venture to develop data centers …
More: DatacenterDynamics, New York Times, Reuters, Bloomberg, and The Economic Times
| Dina Bass / Bloomberg: |
The OpenAI-led Stargate announcement only mentioned Microsoft as a tech partner, but Microsoft is poised to benefit from the JV by offloading AI computing costs — - OpenAI-led venture lets Microsoft offload AI computing costs — Software giant could still decide to invest more in future
More: Reuters, The Indian Express, OpenAI, Financial Times, WinBuzzer, ITPro, TNGlobal, Microsoft, CNBC, Motley Fool, TechCrunch, and The Verge
| Kyle Wiggers / TechCrunch: |
More: The Hill, The Economic Times, The Guardian, Forbes, Bloomberg, Fortune, Business Insider, Moneycontrol, Data Center Knowledge, Proactive, Republic World, CoinGape, TechRadar, The Indian Express, Business Today, SFist, Nikkei Asia, Axios, Axios, Fox Business, New Jersey Online, Associated Press, Los Angeles Times, DatacenterDynamics, The Crypto Times, Entrepreneur, and The Economic Times
| M.G. Siegler / Spyglass: |
More: CNN, SemiAnalysis, Barron's Online, Wall Street Journal, Barron's Online, TechCircle, OpenAI, Bloomberg, The Verge, CryptoPotato, Coinpedia Fintech News, Axios, Fortune, Daily Mail, Cryptopolitan, TechCrunch, Business Insider, TechRepublic, and TechCrunch
Mastodon: @mgs@me.dm. X: @openai, @tsarnick, @oracle, @daveshapi, @saranormous, @gavinsbaker, @parikpatelcfa, @teortaxestex, @saikatc, @littieramblings, @peterwildeford, @mattyglesias, @natolambert, @gbrl_dick, @sundeep, @pmddomingos, @petergyang, @basedbeffjezos, @thejeffdo, @anshublog, @deedydas, @packym, @boltzmannbooty, @glennluk, @basedbeffjezos, @mcaleerstephen, @energybants, @eyuplovely, @ludwigabap, @tomough, @mreiffy, @andreaslbigger, @pseudolad, @davidu, @elidourado, @pradyuprasad, @bonegpt, @lugaricano, @arithmoquine, @samantha1989tv, @owl_posting, @netcapgirl, @aidan_mclau, @justinamash, @polynoamial, @sama, @kakashiii111, @smokeawayyy, @sama, and @tanayj
| Reuters: |
ByteDance debuts Doubao-1.5-pro, claiming its latest flagship AI model outperforms OpenAI's o1 in AIME benchmarks, joining DeepSeek in China's AI reasoning push — TikTok owner ByteDance on Wednesday released an update to its flagship AI model aimed at challenging Microsoft-backed OpenAI's … | Dominic Preston / The Verge: |
Samsung announces the $800+ Galaxy S25 with a 6.2" screen and the $1,000+ 6.7" Galaxy S25 Plus with 12GB of RAM, a Snapdragon 8 Elite, “Qi2 Ready”, and more — If the Galaxy S24 series heralded the triumphant arrival of Galaxy AI, then the S25 and S25 Plus may be a bit of a comedown …
More: GSMArena.com, 9to5Google, Irish Independent, Silicon UK, Press Start, How-To Geek, MacRumors, SamMobile, Android Headlines, PhoneArena, iClarified, Xataka On, 9to5Google, SamMobile, Marques Brownlee on YouTube, CNBC, and Financial Times
Bluesky: @hilli.tech. X: @dcurtis, @richontech, @vadimyuryev, @qualcomm, @ryanshrout, @nirave, @varunkrish, @google, @gwanatu, @varunkrish, @nirave, @dangrabham, and @mishaalrahman
Forums: r/GalaxyRing and MacRumors Forums
| Sam Rutherford / Engadget: |
More: Financial Express, The Verge, ZDNET, PhoneArena, SamMobile, Gizmodo, TechRadar, The Indian Express, The Shortcut, SammyGuru, Neowin, 9to5Google, Engadget, Engadget, and Samsung on YouTube
Threads: @chriswelch and @mattmoniz123
| Mark Gurman / Bloomberg: |
| Ryan Browne / CNBC: |
The UK CMA opens investigations into Apple's and Google's mobile ecosystems, including OSes, app stores, and browsers, to see the impact on users and businesses — LONDON — Britain's competition regulator on Thursday launched an investigation into Apple and Google's huge mobile ecosystems …
More: GOV.UK, The Register, AppleInsider, Wall Street Journal, Financial Times, Reuters, MacRumors, Bloomberg, Agence France-Presse, 9to5Mac, The Keyword, TechCrunch, Neowin, Android Headlines, UPI, NewsBytes, BGR, Developer Tech News, Eurogamer.net, and Mobilegamer.biz
X: @openwebadvocacy and @cmagovuk
| David DiMolfetta / Defense One: |
Sources: the Trump admin dismissed the members of the CSRB, which investigates major cybersecurity incidents, likely disrupting the Salt Typhoon hacks probe — The Department of Homeland Security advisory committee was investigating a Chinese hack into U.S. telecommunications.
More: SC Media, TechCrunch, Ars Technica, Reuters, Nextgov/FCW, CSO, CyberScoop, Fortune, CBS News, Cybersecurity Dive, Gizmodo, The Hacker News, TechRadar, The Record, Metacurity, and Dark Reading
Bluesky: @ericjgeller.com, @jennamclaughlin, @lorenzofb, @christianthiels, @ericjgeller.com, @kevincollier, @gibajaalberto, @ericjgeller.com, and @ddimolfetta
Mastodon: @rob@social.afront.org and @lorenzofb@infosec.exchange
Forums: Hacker News, r/Layoffs, r/moderatepolitics, r/cybersecurity, r/cybersecurity, and Ars OpenForum
| Benoit Berthelot / Bloomberg: |
France says David Balland, co-founder of French crypto wallet startup Ledger, was kidnapped on January 21 and freed on January 22 after a police operation — A co-founder of French crypto wallet startup Ledger SAS who was kidnapped in central France has been released, the Paris prosecutor's office said in a statement.| New York Times: |
How Ross Ulbricht's allies, including crypto investors, libertarian politicians, and his mother Lyn Ulbricht, persuaded Trump to pardon the Silk Road founder — Libertarian and crypto allies of Ross Ulbricht, who was serving a life sentence for distributing drugs on his Silk Road website … | Abner Li / 9to5Google: |
Google signs an agreement to acquire a part of the HTC VIVE engineering team in Taiwan for $250M in cash, aiming to “accelerate” Android XR development — To “accelerate” Android XR development, Google announced this evening that it “signed an agreement to welcome some of the HTC VIVE engineering team to Google.”| Andy Greenberg / Wired: |
Researchers detail Subaru's now-fixed web vulnerabilities that let them track millions of Subarus via its Starlink features in the US, Canada, and Japan — Now-fixed web bugs allowed hackers to remotely unlock and start millions of Subarus. More disturbingly, they could also access at least … | Justin Sink / Bloomberg: |
In a Fox News interview, Donald Trump downplays TikTok's national security risk, saying China makes smartphones, PCs, and more and “isn't that a bigger threat?” — President Donald Trump downplayed the national security risk posed by TikTok in an interview with Fox News on Wednesday …
More: Barron's Online, The Economic Times, The US Sun, TMZ.com, NewsBytes, New York Post, Australian Financial Review, Hindustan Times, Raw Story, and Outlook US. Forums: r/technology
| Yoolim Lee / Bloomberg: |
SK Hynix reports Q4 revenue up 75% YoY to a record ~$13.7B, a ~$5.6B net profit, and a ~$5.6B operating profit, in line with estimates, as HBM chip demand soars — - Its shares slide in Seoul after a 30% run-up this year — Demand for high-end memory soaring on datacenter rollouts| Kif Leswing / CNBC: |
EA expects net bookings of $7B to $7.15B for the FY ending March 31, below guidance of $7.5B to $7.8B, citing underperforming games; EA falls 5%+ — Electronic Arts slashed its full-year bookings guidance on Wednesday, blaming the shortfall on underperforming games, notably its soccer franchise, EA Sports FC.| Jonathan Briskman / Sensor Tower: |
State of Mobile 2025: in 2024, app downloads on iOS and Google Play dropped ~1% YoY to 136B, while revenue from IAP, paid apps, and games rose 13% YoY to $150B — The mobile market is stronger than ever as we enter 2025, with a recovering mobile gaming market adding to the rapid growth seen in non-gaming.| Sarah Perez / TechCrunch: |
More: Adweek, Sensor Tower, Yahoo Finance, Sensor Tower, and Light Reading
| Kat Tenbarge / NBC News: |
Moderators for 50+ subreddits announce bans of X links in new posts and comments, with several citing Elon Musk's recent gesture that many saw as a Nazi salute — The cascade of link bans came after Musk made a hand gesture at a Monday rally that many compared to a Nazi salute, which many cited in their protests, among other things.
More: 9to5Mac, The Verge, Newsweek, The Independent, SKWAWKBOX, Awful Announcing, and New York Times
Bluesky: @quinnypig.com and @kattenbarge
Forums: r/ChildfreeIndia, r/childfree, and r/Twitter
| Sankalp Phartiyal / Bloomberg: |
Sources: India's technology ministry asked Apple, Google, and other smartphone makers to provide Indians direct access to the state-backed GOV.in app store — India is trying to pry open the doors of the world's biggest app stores, setting up a likely clash with Apple Inc. and Alphabet Inc …
More: Engadget, Macworld, MacRumors, PYMNTS.com, AppleInsider, The US Sun, Neowin, The Indian Express, Patently Apple, and NewsBytes. Threads: @bloombergbusiness
| Patrick G. Eddington / Cato Institute: |
A US district judge rules that the FBI's warrantless “backdoor” searches of FISA's Section 702 databases violate the Fourth Amendment — Generated with ElevenLabs AI technology. — Sometimes when “secret law” is involved—and that is always the case with the Foreign Intelligence …
More: Electronic Frontier Foundation, ACLU, Reclaim The Net, and Medill on the Hill
X: @dnvolz, @ashgorski, and @ashgorski
Forums: Hacker News and Slashdot
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