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Traffic to threads is growing
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Threads just had its biggest month ever

Threads made a huge splash thanks to an Instagram-sized springboard — then it nearly died. And now? It’s slowly building momentum.

Last month, threads.net racked up 21.7 million hits from US visitors to its website on mobile and desktop, the most that the site has recorded since its high-profile, Instagram-rocket-boosted launch, according to data from Similarweb.com.

After its introduction in July 2023, which saw it catapult itself to 100 million users as it piggybacked off the enormous Instagram audience, the platform went seriously cold. Getting curious users to try it once was easy enough. Getting them to come back a second time was much harder, with constant headlines reporting on the woes of the app that wanted to eat Twitter’s lunch.

But despite how chaotic the actual Threads feed can be, the platform has slowly found its feet. Three months ago it hit 175 million users, and the latest traffic data — which isn’t perfect because it doesn’t account for any in-app usage — suggests that the momentum has continued.

Spinnin’ a good yarn

However, there are still a lot of problems to fix before Threads gets anywhere near unseating Twitter (X) as the biggest text-based social media platform; its 21.7 million US visits in September was just 2% of the 1.02 billion that X managed, per Similarweb. One of the latest is an “engagement bait” issue, as fame-hungry Threads posters deliberately create content designed to incense other users — like this from internet guru Katie Notopoulos, who experimented with “rage bait” content on the site:

That content has become so prevalent that the company is now working to “get it under control,” per Instagram boss Adam Mosseri.

Go Deeper: Threads vs. The World.

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OpenAI’s models are officially coming to Amazon

Amazon is finally getting in on the hottest ticket in tech.

After Microsoft announced yesterday that it has agreed to give up its exclusive rights to sell OpenAI’s models, Amazon, as expected, will start offering them to customers — something Amazon Web Services CEO Matt Garman says users have been asking for “for a really long time.” Some models are available now in preview, and the most powerful GPT versions will show up “in the coming weeks.”

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

tech

Ship-tracking app surges as Iran war continues

As Middle East peace talks stretch on, with Tehran reportedly offering to reopen the Strait of Hormuz if the US lifts its blockade and the war ends, the owner of shipping intelligence platform MarineTraffic revealed that the app has gained millions of new users since the conflict began.

MarineTraffic’s user count jumped to 8.5 million this April, up from 3.5 million a year ago, the cofounder of its parent company, Kpler, said in an interview with the Financial Times. Paid subscribers, often workers within companies and governments looking for more data on supply chains and commodities trading, rose 11,000 in the same period.

Kpler, which also owns shipping intelligence platform FleetMon, draws its data from a range of sources, including the Automatic Identification System, satellites, and more than 500 people on-site, like port terminal operators.

Per Appfigures data, MarineTraffic is estimated to have raked in almost $1 million across March and April in app revenue (through April 27), more than double the ~$346,500 from the same months last year. Across the full year, Kpler expects to earn between $300 million and $400 million in annual recurring revenues.

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Google will supply AI models to Pentagon in classified deal, per The Information

Google has become the latest tech company to ink an agreement to supply the Department of Defense (War) with AI, having reportedly closed a classified deal that allows the Pentagon to use its AI for “any lawful government purpose,” according to The Information.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

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