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Meta: OK, OK! You can set your “Following” feed as the default in Threads!

The move comes amid the rapid rise of smaller rival Bluesky.

Jon Keegan

After ignoring the pleas of many users for months, Meta’s Threads is testing the ability for users to set their “Following” feed as the default view, according to Meta CEO Mark Zuckerberg. This reversal comes after Instagram head Adam Mosseri had said this feature wouldn’t work.

Recently, Mosseri answered a user’s question about setting “Following” as the primary feed:

“Of course we’ve thought about it. We’ve tested it and tried it a number of times. Every time we have, there’s a subgroup of people who are happy, there’s a bunch of people who forget that they’re in it, and then overall, everybody who’s in it uses Instagram less and less over time. And when we ask them questions like, ”How satisfied are you with Instagram?” they actually report being less happy with Instagram more and more over time, on average.”

It’s noteworthy that Meta seems to be quickly adding some long-requested features like custom feeds, landscape video viewing, and now this default feed setting. Since the US presidential election, a massive migration of social-media users away from X has led to a huge spike in new users on Bluesky, which rose from the ashes of Jack Dorsey’s Twitter.

Thanks to the current surge of over a million sign-ups per day, Bluesky said it now has 22 million users. Threads has over 275 million users.

Threads users have complained about the chaotic “For You” feed, which has been the default view for users, as it routinely showed days-old posts, making it less useful for following breaking news events.

Meta has also stated that “political content” from users you don’t follow would not be recommended by the Threads algorithm in your “For You” feed, unless you dig into your settings and opt in to see such content.

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Intel romps amid reported attempt to poach a 21-year Taiwan Semiconductor veteran

A report in the Taiwanese press that Intel is attempting to recruit a recently retired top Taiwan Semiconductor executive, Wei-Jen Lo, to lead R&D at Intel’s troubled foundry division may account for the bump in Intel shares Tuesday, one analyst told us.

A synopsis of the report from technology analysis and news outlet TrendForce News notes:

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Sunny blue sky with large storm clouds in spring.

This earnings season, all eyes are on cloud revenue growth

AI computing demand is generating huge revenue streams for hyperscalers, but the market is closely watching the pace of growth, which is slowing.

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Nokia surges as Nvidia invests $1 billion in company, a 2.9% stake

Nvidia is taking a 2.9% stake in Nokia, as the Finnish mobile networking company has successfully pivoted to AI and data center technology.

In a press release announcing the deal, Nokia said:

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

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