Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions. Links: Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC) Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider) OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ) OpenAI’s Sam Altman and SoftBank’s Masayoshi Son Are AI’s New Power Couple (WSJ) Weekend Longreads Suggestions: DeepSeek Chief’s Journey From Math Geek to Global Disruptor (WSJ) Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg) DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis)