Meta
Digital Economy
Meta’s Global Subscription Rollout: What the Facebook, Instagram, and WhatsApp Paid Plans Mean for the Creator Economy
Meta launched Instagram Plus, Facebook Plus, and WhatsApp Plus globally in May 2026. What six tiers of paid access mean for creators and platform economics.
AI & Automation
ChatGPT Enters Advertising: What OpenAI’s Self-Serve Ads Platform Means for Google and Meta
โก Key Takeaways OpenAI launched a self-serve Ads Manager on May 5, 2026, removing the $50,000 minimum spend threshold and...
Digital Economy
DCO Report: Digital Economy Hits $28 Trillion โ And the EU’s DMA Review Shows What Governing It Costs
โก Key Takeaways The global digital economy will reach $28 trillion in 2026 โ 22% of global GDP, growing at...
Infrastructure & Cloud
Hyperscalers Will Spend $830 Billion on AI Infrastructure in 2026: What This Arms Race Means for the Cloud Market
โก Key Takeaways The world’s top 9 cloud providers will spend a combined $830B on AI infrastructure in 2026 (79%...
Infrastructure & Cloud
The Neocloud Era: How CoreWeave, Lambda, and Nebius Reshaped AI Capacity in 2026
CoreWeave's $21B Meta deal, Nebius's $27B Meta deal, Microsoft's $60B neocloud spend. The AI capacity market has a new layer โ and it's booming.
Infrastructure & Cloud
Meta’s $135B Gamble: Inside the 2026 Superintelligence Infrastructure Build
Meta's $115-135B capex 2026 funds 5GW Hyperion Louisiana campus, MTIA 400/450/500 chips, and Llama training. Full data center and chip breakdown.
Infrastructure & Cloud
Hyperscaler Capex 2026: Inside the $690 Billion AI Infrastructure Sprint
Amazon, Microsoft, Alphabet, Meta, Oracle will spend $660-690B on AI infrastructure in 2026 โ 75% on AI. Full breakdown and regional implications.
Policy & Regulation
Foundation Model Transparency Index Plunges to 40: AI Labs Go Dark on Training Data
Stanford's 2025 Foundation Model Transparency Index crashed to 40 from 58. Meta halved. Mistral cratered. What AI labs are hiding and why it matters.
Policy & Regulation
EU Gears Up for Aggressive DMA Enforcement in 2026: 10% Global Revenue Fines Loom Over US Tech
The EU is preparing aggressive DMA enforcement in 2026 with fines up to 10% of global revenue on Apple, Meta, Google and Amazon. Trump threatens retaliation.
AI & Automation
Meta Muse Spark: The Open-Source Champion Ships a Proprietary AI Model
Meta's Muse Spark is its first proprietary AI model, built by Alexandr Wang's Superintelligence Labs after Llama 4's benchmark scandal. Here's what changed.
Infrastructure & Cloud
Meta Deepens AI Infrastructure With 1B CoreWeave Deal
Meta expands CoreWeave partnership to 5B total with a new 1B AI cloud deal through 2032, featuring early access to NVIDIA Vera Rubin GPU platforms.
