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January 29, 2025, 9:55 PM
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| Microsoft: |
Microsoft reports Q2 revenue up 12% YoY to $69.6B, Microsoft 365 Commercial products and cloud services revenue up 15% YoY, and net income up 10% YoY to $24.1B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 29, 2025 — Microsoft Corp. today announced …
More: SiliconANGLE, TweakTown, Semafor, Thurrott, Social Media Today, Constellation Research, and The Guardian
Threads: @firstadopter. X: @munster_gene, @thetranscript_, @thetranscript_, @deeketweak, @ericjhonsa, @alexweprin, and @ericjhonsa. LinkedIn: Nicole Herskowitz
| Jordan Novet / CNBC: |
Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1 — Microsoft shares tumbled as much as 5% in extended trading Wednesday after the software company issued fiscal second-quarter results … | Meta: |
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024 — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
More: Bloomberg, SiliconANGLE, The Verge, Adweek, Capital Brief, Fortune, Constellation Research, Android Central, Wall Street Journal, Benzinga, Investing.com, Variety, Deadline, Quartz, Yahoo Finance, The Hollywood Reporter, CNBC, and Shacknews
X: @nearcyan, @thetranscript_, @jimcramer, @mikeisaac, @firstadopter, @richlightshed, @rihardjarc, @pennycheck, @alexeheath, @munster_gene, @thetranscript_, @munster_gene, and @lexnfx. Forums: Hacker News
| Jonathan Vanian / CNBC: |
Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020 — Meta continues to lose billions of dollars developing the virtual reality and augmented reality technologies needed to underpin the nascent metaverse.| Charles Rollet / TechCrunch: |
More: PYMNTS.com, Business Insider, The Times, DatacenterDynamics, Yahoo Finance, Financial Times, CNBC, and BBC
Bluesky: @alexeheath.com. X: @firstadopter, @munster_gene, @munster_gene, @mikeisaac, @amitisinvesting, and @mikeisaac
| Lauren Forristal / TechCrunch: |
| Wall Street Journal: |
Meta agrees to pay ~$25M to settle a 2021 lawsuit that Trump brought against Meta and Mark Zuckerberg after it suspended his accounts following the Jan. 6 riot — The president had sued the social-media company after his accounts were suspended — President Trump has signed settlement papers …
More: Washington Post, Engadget, Business Insider, New York Times, SiliconANGLE, MarketWatch, Benzinga, The Guardian, The Hill, Associated Press, NPR, The Verge, NBC News, Times of India, UPI, Digby's Hullabaloo, The Information, Reuters, One America News Network, RedState, Reclaim The Net, Politico, Le Monde, Daily Mail, CNBC, ABC News, The Wrap, Bloomberg, The Atlantic, Salon, Axios, HuffPost, Variety, CNN, Forbes, The Wrap, Raw Story, The Gateway Pundit, The Post Millennial, and Mediaite
Bluesky: @jameeljaffer, @mmasnick, @chrislhayes, @brendannyhan, @caseynewton, @jeffhorwitz, @karaswisher, @mmasnick, @nycsouthpaw, @lizdye, @jeffhorwitz, @noupside, and @mmasnick
Threads: @katieharbath, @katieharbath, @katieharbath, and @katieharbath
| Wired: |
Wiz: DeepSeek left one of its critical databases exposed, leaking more than 1M records including system logs, user prompt submissions, and users' API keys — China-based DeepSeek has exploded in popularity, drawing greater scrutiny. Case in point: Security researchers found more than 1 million records …
More: Wiz Blog, The Register, Reuters, and Wccftech
Bluesky: @braithwaite.dev, @marypcbuk, @marko.social, and @nathanpeck.com. Mastodon: @eloquence@social.coop
X: @wiz_io and @joab_jackson
LinkedIn: Casey Bleeker and Matt Burgess
Forums: Hacker News and r/cybersecurity
| Financial Times: |
OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models — White House AI tsar David Sacks raises possibility of alleged intellectual property theft
More: 404 Media, Vox, BBC, Nikkei Asia, PCMag, VentureBeat, The Guardian, TechRadar, New York Times, The Verge, Gizmodo, MacRumors, NBC News, How-To Geek, TechCrunch, Tom's Hardware, Fox News, Australian Financial Review, Axios, Inc, Forbes, Security Boulevard, Futurism, IGN, Fortune, Android Police, Associated Press, Android Headlines, Barron's Online, IJR, Mashable, Music Business Worldwide, Windows Central, Engadget, iPhone in Canada Blog, The Hill, Sherwood News, Reuters, Inside Bitcoins, Digital Music News, Techstrong.ai, Marcus on AI, and Wall Street Journal
Bluesky: @mims, @tomwarren.co.uk, @mmasnick, @stevefaktor.com, and @pelops
Mastodon: @timnitGebru@dair …, @ancatdubh@mastodon.ie, @brucelawson@social …, and @GossiTheDog@cyberplace.social
X: @markchen90, @edzitron, @garymarcus, @garymarcus, @wzihanw, @mayazi, @dan_jeffries1, @ananayarora, @gfodor, @quixoteknight, @krishnanrohit, @rasmus_kleis, @cristinacriddle, @vikhyatk, @gallabytes, @firstadopter, @emollick, @zeyuanallenzhu, @kortizart, @max_paperclips, @angelazhanghk, @marietjeschaake, @daveg, @jxmnop, @nearcyan, @triskweline, @denisewu, @jukanlosreve, @nicoleperlroth, @yacinemtb, @aidan_regan, @deliprao, @wassielawyer, @can, @paulskallas, @stevesi, @eleanorolcott, @markchen90, and @palmerluckey
LinkedIn: Krzysztof Pranczk, Xingchu Liu, Ph.D., Pritam Bordoloi, Guan Seng Khoo, PhD, and Georg Zoeller
| Dario Amodei: |
DeepSeek makes US export controls to China even more important, and DeepSeek-V3 is not a unique breakthrough but an expected point on a cost reduction curve — A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company …
More: Ed Zitron's Where's Your Ed At, TechCrunch, PYMNTS.com, VentureBeat, Simon Willison's Weblog, The Decoder, 404 Media, Exponential View, mingchikuo.craft.me, PaymentSecurity.io, Marcus on AI, CNBC, The Week, Financial Times, and Semafor
Bluesky: @caseynewton, @marypcbuk, @dmitri.silverado.org, and @moskov.goodventures.org. Mastodon: @simon@fedi.simonwillison.net
X: @nrehiew_, @rakyll, @altryne, @alexfriedland, @lmatsakis, @bantg, @darioamodei, @_andreamiotti, @yacinemtb, @modeless, @chetanp, @emollick, @hyhieu226, @andrewcurran_, @om, @jtasioulas, @firstadopter, @rakyll, @ankesh_anand, @mmurph, @danielmerja, @npcollapse, @ohlennart, @s_oheigeartaigh, @s_oheigeartaigh, @dalperovitch, and @garymarcus
LinkedIn: Fred Bliss and James Garner
Forums: Hacker News, Hacker News, r/singularity, r/ClaudeAI, and r/LocalLLaMA
| New York Times: |
More: Wall Street Journal, Gizmodo, The Guardian, and Yahoo Finance
Bluesky: @digiphile and @beenwrekt
X: @emollick, @amasad, @karpathy, @bgurley, @andymstone, @gergelyorosz, @jordihays, and @ylecun. LinkedIn: Chris V. Nicholson
| Tom Warren / The Verge: |
Microsoft adds DeepSeek's R1 to Azure AI Foundry and GitHub, and plans to make a distilled, smaller version of R1 available to run locally on Copilot+ PCs soon — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers. — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
More: Microsoft Azure, Bloomberg, TechCrunch, USA Today, Windows Central, Windows Blog, Fortune, and BGR
Bluesky: @danielrubino.com, @fxshaw.com, and @tomwarren.co.uk. X: @minimaxir. LinkedIn: Engin Erzengin. Forums: Slashdot
| Zaheer Kachwala / Reuters: |
Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like BTC and other cryptocurrencies — Truth Social parent Trump Media and Technology Group (DJT.O) said on Wednesday its board of directors has approved the launch …
More: Trump Media & …, CNBC, DL News, The Block, PYMNTS.com, The Guardian, Reclaim The Net, ReadWrite, Axios, Fast Company, Protos, Motley Fool, Cryptopolitan, Newsweek, Decrypt, BeInCrypto, Capital Brief, The Daily Hodl, Benzinga, Forbes, Wall Street Journal, Seeking Alpha, Wccftech, MarketWatch, Quartz, Fortune, The Block, CoinDesk, CNN, and Bloomberg
Bluesky: @owillis. X: @thestalwart, @byzgeneral, @sjdedic, @kobeissiletter, @ericbalchunas, @wublockchain, @arkham, @altcoin_gold, and @silvermanjacob
| Brody Ford / Bloomberg: |
IBM reports Q4 revenue up 1% YoY to $17.6B, vs. $17.5B est., bookings for AI consulting and software crossed $5B, up from $3B in Q3; IBM jumps 8%+ after hours — - Software business revenue gained 10%, fueled by Red Hat — IBM gives a forecast for free cash flow that tops estimates
More: MarketWatch, SiliconANGLE, Barron's Online, Reuters, Wall Street Journal, and CNBC
| Eduardo Baptista / Reuters: |
Alibaba releases Qwen 2.5-Max, an AI model that the company's cloud unit claims “outperforms” GPT-4o, DeepSeek-V3, and Llama-3.1-405B “almost across the board” — Chinese tech company Alibaba (9988.HK) on Wednesday released a new version of its Qwen 2.5 artificial intelligence model …
More: Qwen, Security Boulevard, Maginative, Unite.AI, Futurism, SiliconANGLE, The Independent, Forbes, Tech Startups, Decrypt, The Federalist, Benzinga, iPhone in Canada Blog, and Zacks Investment Research
Mastodon: @WrenArcher@beige.party. X: @alibaba_qwen, @huybery, @tekbog, @justinlin610, @ai_for_success, @hsu_steve, @alibaba_qwen, @_akhaliq, and @justinlin610. LinkedIn: Cedric Saber
Forums: Hacker News, r/news, r/technews, r/technology, r/artificial, r/Sino, r/China, r/worldnews, r/OpenAI, r/AMD_Stock, and Slashdot
| New York Times: |
How employees at Meta, Google, and more have quietly protested tech's rightward shift, as Mark Zuckerberg and others embrace Trump and muffle internal dissent — As Mark Zuckerberg and other tech titans have embraced President Trump and muffled internal dissent at their companies … | New York Times: |
Sources detail Elon Musk's time in government, bringing his friends and employees, as he races to cut staff; Musk's plane has not left DC since the inauguration — The billionaire and his Silicon Valley associates landed in the capital and immediately moved to cut the size of the federal government …
More: Wired, InsideEVs, Politico, The Guardian, PCMag, and New Republic
| Stefano Bernabei / Reuters: |
DeepSeek disappears from Apple's and Google's app stores in Italy, a day after Italy's data protection regulator said it asked DeepSeek about personal data use — The Chinese artifical intelligence application DeepSeek appeared to be unavailable on Wednesday in Apple and Google app stores in Italy on Wednesday.
More: TechCrunch, HotHardware, TechCrunch, Decrypt, dev.ua, Politico, TechCrunch, Forrester, Bloomberg, PaymentSecurity.io, and The Guardian. Forums: Hacker News
| Ryan Browne / CNBC: |
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024 — Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …
More: More Than Moore, Reuters, ASML Netherlands BV, Quartz, Investing.com, Inside Bitcoins, Bloomberg, CNBC, and Bloomberg
Forums: r/AMD_Stock and r/wallstreetbets
| Ryan Browne / CNBC: |
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