Policy·
Meta pulled encryption from Instagram DMs today. WhatsApp and Messenger keep theirs.
End-to-end encryption is gone from Instagram DMs as of May 8. Meta cited low adoption for a feature it never turned on by default.
#meta
RSS
Web·
Threads finally added DMs on the web. Group chats and most countries still aren't on the list.
Meta is rolling out one-to-one Threads DMs on desktop web for users 18 and over. Group chats come later, regional availability is staged, and the new sidebar surfaces analytics.
AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Hardware·
Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.