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Threads’ chaotic “For You” feed quantified

How old are the posts Threads are recommending to its users?

Since Twitter's rapid unscheduled disassembly following Elon Musk's purchase of the platform, hundreds of millions of users have turned to Meta’s Threads as a potential replacement for the newsy town square experience, minus the hate speech and crypto scams.

The year-old platform now has over 200 million users and has been rapidly adding features to achieve golden age Twitter product parity. While users have been praising the improved quality of discourse, and a seemingly functional content moderation team, one the most frequent complaints has been how bad the default “For You” feed view is for following breaking news, something that Twitter (in the pre-Musk days) excelled at. 

Threads users routinely mock what seems like a pretty consistent 48 hour delay for event-specific posts, which is especially frustrating as we live through one the most chaotic election years in recent memory. 

Post from @miasato.2
(Threads post from @miasato.2)

To try and better understand how much the algorithmic “For You” feed varies from the more straightforward, reverse-chronological “Following” feed, I analyzed 300 posts from both feeds from my Threads account.

No recent posts For You 

When I plotted out the age of each post from my “For You” 300 post sample, indeed it does show a chaotic scramble. 

If there was an earthquake in your area, and you jumped onto Threads on your phone, the default view you see is “For You,” which includes accounts you don’t follow. Based on my sample, it’s very unlikely any urgent posts on breaking news would show up until hours later. 

Over one-third of the posts in my “For You” feed were between six and twelve hours old. Only 12% of the posts happened within an hour of seeing them in my feed. If you really want to follow what the chatter is surrounding a breaking news event, you should be looking at your “Following” feed. Of course, that relies on you having a well-curated list of people who follow and share news.

When I plotted the posts from my “Following” feed, which includes posts from the 954 accounts that I follow, you can see a very different pattern. A clear line of posts going up and to the right, indicating a reverse-chronological series of posts getting older as I scrolled down my feed. 38% of the posts in this feed were posted within an hour, and the vast majority were less than six hours old. Much more useful for breaking news. 

Stubborn default settings

Users have been clamoring for a way to control what their default feed view is, but Meta loves the algorithmic feed, so in order to swap views, you need to know where to find the controls for this, which isn't exactly obvious. On mobile, you have to reveal the hidden controls by tapping the Threads logo. It's a bit easier on the web, where you just click on the drop down menu at the top of the feed. On the web, you can also just bookmark https://www.threads.net/following to get straight to the most recent stuff.  

Another thing that makes the stubborn initial “For You” feed problematic, is that by default, Threads limits recommending any “political content” from users that you aren't following. You have to dig into your settings to opt-in to see recommended political posts from accounts you don't follow. This decision has been criticized by political observers and creators, especially during this intense election year. The company does not limit political posts in your “Following” feed.

This dataset is admittedly a small sample, of just one account at one moment in time, so your mileage may vary. Meta says that Threads' AI system “blends” content from recommended posts and accounts you follow, and considers your inferred interests and your behavior on the platform to decide what to show you. 

A quilt of Threads posts.
Some of the 300 Threads posts in this analysis. (Image: Jon Keegan)

But you will have to take Meta's word on it. Earlier this month Meta shuttered its CrowdTangle tool, which provided researchers with a crucial view into what content is shared on Facebook and Instagram. Meta recently released a Threads application programming interface, but right now it mainly enables automated posting and a platform-wide analysis isn't yet possible.  

Like the rest of Meta's algorithmic systems, it continues to be a black box.

Meta did not respond to a request for comment.

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Google’s Gemini 3.0 reportedly due to be released in December

Google is aiming to release the latest version of its flagship AI model, Gemini 3.0, in December, according to a report from Sources.news.

The updated model is expected to make significant gains that should boost it to the top of the leaderboards, according to the report.

The Gemini app also spent some time at the top of the iOS App Store leaderboards, propelled by Google’s Nano Banana image generation model, which proved popular with users looking to turn themselves into action figures. Gemini briefly knocked ChatGPT from the top spot, which is now occupied by OpenAI’s other hot app, Sora.

Recently, there have been signs of ChatGPT downloads slowing, which could provide an opening for Gemini to gain market share. Adding some premium Gemini features to the free tier is a plan under discussion within Google, per Sources.news.

Sources.news also reports that a “small, secretive team” inside Google is working to integrate Gemini into Apple’s operating systems.

The Gemini app also spent some time at the top of the iOS App Store leaderboards, propelled by Google’s Nano Banana image generation model, which proved popular with users looking to turn themselves into action figures. Gemini briefly knocked ChatGPT from the top spot, which is now occupied by OpenAI’s other hot app, Sora.

Recently, there have been signs of ChatGPT downloads slowing, which could provide an opening for Gemini to gain market share. Adding some premium Gemini features to the free tier is a plan under discussion within Google, per Sources.news.

Sources.news also reports that a “small, secretive team” inside Google is working to integrate Gemini into Apple’s operating systems.

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Meta strikes $30 billion deal with Blue Owl to finance Hyperion data center

Meta’s Hyperion mega data center site in Richland Parish, Louisiana, is currently under construction. The city-sized development will be the home to one of the largest data centers in the world, housing around 2 million pricey GPUs, and will scale up to an eventual 5.5 gigawatts.

So, how is Meta planning to pay for this expensive project?

Bloomberg reports that Meta has signed a deal with asset management company Blue Owl Capital to finance $30 billion to pay for the project, marking what could be the largest private capital deal ever.

According to the report, Blue Owl and Meta would co-own the site, with Meta retaining a 20% stake in the project. PIMCO is also part of the financing for the deal, as the anchor lender.

Raising the massive capital to fund all of these huge AI data center projects is pushing companies to use unusual financing arrangements. The Information reported that xAI made such a deal with Valor Equity Partners worth $20 billion to rent the GPUs needed for its Colossus 2 data center.

Bloomberg reports that Meta has signed a deal with asset management company Blue Owl Capital to finance $30 billion to pay for the project, marking what could be the largest private capital deal ever.

According to the report, Blue Owl and Meta would co-own the site, with Meta retaining a 20% stake in the project. PIMCO is also part of the financing for the deal, as the anchor lender.

Raising the massive capital to fund all of these huge AI data center projects is pushing companies to use unusual financing arrangements. The Information reported that xAI made such a deal with Valor Equity Partners worth $20 billion to rent the GPUs needed for its Colossus 2 data center.

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EssilorLuxottica surges to record high after saying Ray-Ban Meta glasses helped boost revenue growth

European eyewear company EssilorLuxottica said during its earnings call yesterday that its Ray-Ban Meta glasses helped boost its revenue growth, something that’s sent the ADR up to a record high.

“Clearly, there is a lift coming from Ray-Ban Meta wearables as a product category,” the company’s CFO, Stefano Grassi, said on the call Thursday. “The contribution from Ray-Ban Meta in wearables, as I mentioned before, is in excess of 4 percentage points overall for the group.”

EssilorLuxottica’s revenue was up 11.7% in the third quarter compared with a year ago.

Meta has a nearly 3% stake in the eyewear company, which it has partnered with on the smart glasses. Meta CEO Mark Zuckerberg has also claimed that its Ray-Ban Metas are a hit, saying that the “sales trajectory that we’ve seen is similar to some of the most popular consumer electronics of all time.” We looked at the numbers and aren’t so sure.

44%

JPMorgan economists estimate that the basket of stocks they use as a rough gauge of AI’s market impact is now worth about 44% of the S&P 500’s total market cap, up from 26% in 2022.

Using a basket of 30 AI stocks picked by the bank’s equity analysts as a barometer of AI, the economists find that American households have seen their aggregate wealth go up by about $5 trillion over the last year as a result of AI, they reported in a note published Thursday.

They also estimate the surge in stock market wealth could raise annualized US consumer spending by some $180 billion, due to wealth effects.

JPM acknowledges some uncertainty around this estimate, noting that the spending impact could be lower “if the wealth gains are accruing disproportionately to upper income households with lower [marginal propensity to spend].”

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