Meta’s Vibes AI video feed has 2 million daily active users

Meta’s AI video feed Vibes, which launched in late September as part of the Meta AI app, has 2 million daily active users, Business Insiders reports, citing internal data. That’s more than OpenAI’s Sora, which launched around the same time but only recently — and perhaps temporarily — became available to the public without an invite. It had about 673,000 daily active users in November, according to Similarweb.

Still, for Meta, 2 million isn’t much for a product that’s integrated with Facebook and Instagram. Threads, another app Meta users are pushed to from its larger properties, for example, recently surpassed 150 million daily active users. In its last earnings report, Meta said it had 3.5 billion daily users across Facebook, Instagram, Messenger, and WhatsApp.

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Rani Molla

Manifest Destiny

Google’s Waymo to open to public in five new US cities in 2026

Waymo is aiming to pull further ahead of Tesla, which currently only has service in two markets.

Jon Keegan

Google releases Gemini 3 AI model

The major update to Google’s flagship model features better reasoning, multistep agentic tasks, and stronger “vibe coding.”

Jon Keegan6h

Intuit strikes $100 million partnership with OpenAI

We are starting to see the appification of ChatGPT.

Last month, OpenAI announced its refreshed vision for app integration within ChatGPT, announcing deals with Spotify, Zillow, and Figma to allow those companies’ customers to use the apps right within the chatbot.

Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

OpenAI, Intuit Strike Strategic Partnership

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

Tom Jones6h

The internet’s being weird again; this time it seems to be Cloudflare’s fault

Last month, we wrote that Amazon’s cloud service sneezed, and huge chunks of the internet came down with a pretty bad cold. While it’s not yet that bad, several major websites have been intermittently peaky this morning, and it looks like Cloudflare is the super-spreader.

Though much of America might have been asleep for some of the most frustrating periods of disruption this morning, thousands of users across the US and around the world have taken to Downdetector to report problems accessing some of the internet’s biggest platforms, including OpenAI, X, and popular battle arena game “League of Legends,” as Cloudflare has been acknowledging its issues and looking to fix them.

Cloudflare, an American IT behemoth that supplies tools to protect websites from cyberattacks and helps users connect and load content online, is down around 3% in early trading on Tuesday, as investors (at least those who can connect to their brokerages) react to the issues. Though the stock began to sink in premarket trading when the problems first came to light, the wider market mood is also likely weighing on Cloudflare, with the S&P 500 Index down more than 1% as of 10:08 a.m. ET.

Rani Molla7h

Analyst downgrades Microsoft and Amazon, saying GenAI economics are “far weaker than assumed”

Amazon and Microsoft are down about 2% premarket after an analyst downgrade and amid a broader AI sell-off, as investors continue to wonder when the hyperscalers’ intense spending on AI infrastructure will pay off.

Rothschild & Co Redburn analyst Alexander Haissl downgraded both companies Tuesday to “neutral” from “buy,” breaking with many of his peers. (Over 90% of the stocks’ analysts have buy-equivalent recommendations for them, according to Bloomberg.)

The industry’s narrative that generative AI is akin to the early cloud, he wrote, is “increasingly misplaced,” saying that the underlying economics for GenAI are “far weaker than assumed.”

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