Brian Moller is a self-described “master threader.”
Since Meta debuted Instagram Threads a day after the July 4 holiday, the radio personality and comedian, whose stage name is B Mo the Prince, has been cracking jokes and playfully bantering with other early adopters of the Twitter clone. In the past week, he’s made several quips about his new Threads compulsion taking precedence over certain life necessities, like sleep.
Moller has spent the last few years building an expansive presence on social media sites like TikTok, Instagram and YouTube as a creator of short comedy sketches, making fun of Gen Z and millennials and how they perceive one another. He now has roughly 3 million followers across social media and online video platforms.
The one major app that’s eluded him: Twitter.
“The vibe was off,” Moller said, regarding the reception to his jokes and posts about comedy sketches on Twitter. “It’s not really the platform for that.”
Power Instagram users like Moller are a big reason why Threads raced to the top of the downloads charts to become one of the fastest-growing consumer apps ever, topping 100 million users in its first week. With Twitter sputtering due to technical glitches and Elon Musk’s erratic behavior turning away many former loyalists, Meta CEO Mark Zuckerberg pounced on the opportunity to kick a rival while it was down.
The hard part is keeping users.
Threads skyrocketed out of the gate in large part because it was easy for existing Instagram users to create accounts on the new messaging service and connect with their established following. But the app is already showing signs of waning momentum, with online analytics firms Sensor Tower and Similarweb reporting a drop in engagement.
Moller is exploring how Threads could become a central service to his online existence and a potential avenue for reaching a bigger audience. He’s hoping that Threads has staying power and that people will continue to open the app throughout the day to engage with his jokes and other forms of entertainment.
Earlier this week, Meta rolled out its first big update to Threads, adding features that make it easier to see followers and a translate button so users can read text in other languages.
Still, Threads lacks key enhancements that could help creators build their audiences on the app beyond their existing Instagram following, said Caspar Lee, whose YouTube channel has more than 6.6 million subscribers. There’s not even a website for users to access via desktop.
“Threads is the really good looking new kid in class that everyone wants to talk to,” said Lee, who also has a venture firm and is co-founder of marketing firm Influencer. “Then over the next few weeks they got to work out whether there’s anything more to them.”
Currently, Threads users are unable to search for topics or hashtags that represent hot topics. The feed is algorithmic, based on who a user follows and content recommended by Instagram. There’s a feel of randomness and unorganized chaos to it. You’re not really part of a conversation.
“That’s a big thing that’s on Twitter, that’s on TikTok and YouTube, that you can jump on a topic, trend and you can get loads of people following you and consuming your content,” Lee said. “It’s going to be interesting to see if people can go from the initial boost they had in the first few days to a continuous growth in the next few months.”
The nicer Twitter
Instagram executives have started by positioning Threads as a kinder alternative to Twitter, discouraging chatter about news and politics and focusing more on entertainment and lifestyle content. Adam Mosseri, the head of Instagram, said Threads can cater to people interested in topics like fashion, sports, music and beauty who have never found like-minded communities on Twitter.
Conflict is a major draw on Twitter, which is often used by high-profile politicians to tout their views and slam those of their rivals.
Lee even created a popular YouTube video five years ago in which he read “mean tweets” with comedian Jack Whitehall. The video has been viewed more than 1 million times.
Moller said he finds Threads to be more welcoming than Twitter and enjoys being able to scroll through and post without having to engage in real-time arguments. One of the few things he does on Twitter is read about sports. Even then, comments can be “so argumentative” that they’re off-putting, he said, adding that the combative nature of discussions has only increased since Musk acquired the company late last year.
Threads, at least so far, “doesn’t have the same vitriol,” he said.
Thilina Kaluthotage | Nurphoto | Getty Images
Marcel Floruss, a fashion influencer with over 580,000 Instagram followers and more than 1 million YouTube subscribers, says it was a “smart move” for Meta to try capturing disillusioned Twitter users as well as people who have have deserted the app.
However, he’s still trying to understand how Threads can help him. Floruss built an influencer career by giving fashion advice and tips, and he never found a way to “offer any value on Twitter,” which he says is more for news, live events and politics.
On Stories, Instagram’s time-limited messaging tool that’s akin to Snapchat, Floruss can share tips along with photos. He also creates content for TikTok, Instagram’s short-video service Reels, Snapchat and YouTube. Floruss said he’s going to “play around” with Threads, but he’s not ready to make it a priority given how much time he spends elsewhere.
“The potential benefit is outweighed by the amount of work that I feel like I need to put in,” he said.
Floruss isn’t alone in taking a wait-and-see approach.
Chas Lacaillade, CEO of influencer talent agency Bottle Rocket Management, said many of his creator clients are holding off with Threads until the app shows it can be a place that can bolster their careers.
“They aren’t looking to go zero to 100 miles on this other thing,” Lacaillade said. “It’s so important not to discredit what you got in search of something that is unproven or is the flavor of the month.”
Creators, Lacaillade said, would rather spend their time deepening existing relationships instead of working on a new social media service that could quickly lose steam.
Threads “had this really splashy entrance,” Lacaillade said. The true test, he said, will be Meta’s ability to find sustained momentum.
As it stands now, creators don’t have a way to monetize their presence on Threads. There’s no advertising, so brands aren’t looking for influencer partners, and it’s not clear if Threads can turn into a channel to help them steer people to sites where they can sell merchandise or promote their Patreon pages, he said.
A Meta spokesperson said in an email that the company’s priority “is to build consumer value first and foremost” in order “to explore how to build business value in a way that doesn’t compromise the consumer experience.”
The spokesperson also pointed to Mosseri’s previous public statements describing how Instagram “has been entirely focused on keeping the lights on and fixing bugs, but we’re starting to priorite the obvious missing features, like a following feed, the edit button, and post search.”
‘Starving for regular monetization’
Creators say YouTube remains the No. 1 outlet for influencers to build lasting careers.
“What other platform outside of YouTube has the ability to keep you or any viewer interested for longer than 30 seconds?” Floruss said. “You have the attention of people that’s worth a lot of money to advertisers.”
While Twitter struggles with advertisers, the site is trying to gain relevance among creators. The company recently began paying some verified users when ads are served in their conversations. That could entice some people to use Twitter over Threads, said Tameka Bazile, who works in artist relations and marketing at Time.
Bazile noted that some Twitter users have posted that they’ve received payments as high as $35,000, and she said that could be an attractive way to draw in “micro-influencers” or “nano-influencers,” who lack big audiences but have established some name recognition in certain communities.
“The creator economy is starving for regular monetization,” she said.
Twitter hasn’t revealed some important details of how it’s paying certain creators like the percentage revenue share they’re getting from ads, industry experts said.
Brendan Gahan, a partner and chief social officer at ad agency Mekanism, said Twitter’s system needs some transparency.
“It feels like right now Twitter has just granted a bunch of random accounts,” Gahan said.
Twitter didn’t provide a comment for this story.
Sasha Kaletsky, co-founder and managing partner of Creator Ventures, said in an email that it’s “almost impossible” for Twitter’s recent influencer payment plans to compete with brand deals from Instagram or YouTube.
Like with Threads, creators will wait to see how Twitter works for their peers before “spending much more time making content there,” Kaletsky said.
Marketing influencer Jack Appleby said his income is derived from a mix of brand sponsorships on platforms like Twitter and LinkedIn and his own newsletter as well as from speaking engagements.
For Threads to become important to creators, Appleby said the app needs to have better analytics so they can measure engagement and prove to brands that they have reach.
Appleby likes how Threads allows for posts to be up to 500 characters, which he said lets him write more complete thoughts. Tweets max out at 280 characters, except for paying subscribers, who can write messages with up to 25,000 characters. Appleby said he definitely doesn’t need that much space.
“My hope is that Threads allows us to like be a little more human,” he said.
As for Moller, the comedian, he’s hoping Threads continues to feel playful and fun. With time and some clever features, perhaps the engagement will be strong enough that it can help his entertainment career.
“This came along, and I was like, I’m sure Zuckerberg is not putting out something half-assed,” he said.
The slump in stocks can partly be traced to a turnaround in sentiment regarding artificial intelligence. Tech behemoths such as Nvidia, Broadcom and Oracle slumped, with the last losing more than one-third in value since it rocketed 36% in September.
Investors, it seems, are growing worried over the high valuations of tech names, as well as the gigantic amount of capital expenditure they are committing to — with some, like Oracle, having to take on debt to fulfil those obligations.
Uncertainty over an interest rate cut in December is also putting a downer on Wall Street. It’s a coin toss as to whether the U.S. Federal Reserve will ease monetary policy then, according to the CME FedWatch tool. That’s a huge difference from a month ago, when traders were pricing in a 95.5% chance of a December cut.
Not having October’s employment and inflation numbers, and possibly never getting them, means the Fed lacks visibility into the state of the economy — and whether it should try to support the labor market or continue reining in inflation.
After all, flying blind makes it hard to see where you’ll land. As of now, that applies both to the Fed and investors trying to navigate the still-hazy ambitions of tech companies.
What you need to know today
And finally…
Tan Su Shan, chief executive officer of DBS Group Holdings Ltd., speaking at the Singapore Fintech Festival in Singapore, on Nov. 12, 2025.
“The proliferation of generative AI has been transformative for us,” DBS CEO Tan Su Shan told CNBC on the sidelines of Singapore Fintech Week. She adding that the company was experiencing a “snowballing effect” of benefits thanks to machine learning.
Tan expects AI adoption to bring DBS an overall revenue bump of more than 1 billion Singapore dollars (about $768 million) this year, compared to SG$750 million in 2024. That assessment is based on about 370 AI use cases powered by over 1,500 models throughout its business.
LISBON, Portugal — Top tech executives told CNBC they’re concerned about a bubble forming in the artificial intelligence sector, underscoring growing unease within the industry over soaring valuation.
In recent weeks, markets have been reckoning with the notion that too much capital is pouring into the AI boom, clouding the outlook on revenue and actual profit and putting high valuations into question.
Up to now, warnings around overstretched valuations have mostly come from investors and leaders in the world of finance. Goldman Sachs’ David Solomon and Morgan Stanley’s Ted Pick have warned of potential corrections as valuations of some major tech firms reached historic highs.
The concerns have been crystallized by famed ‘Big Short’ investor Michael Burry, who this week accused major AI infrastructure and cloud providers, or ‘hyperscalers’ of understating depreciation expenses on chips. Burry warned that profits at the likes of Oracle and Meta may be vastly overstated. He recently disclosed put options that bet against Nvidia and Palantir.
However, CEOs of companies who are themselves developing AI, expressed their concerns this week during interviews with CNBC at the Web Summit tech conference in Lisbon.
“I think the evaluations are pretty exaggerated here and there, and I think there is signs of a bubble on the horizon,” Jarek Kutylowski, CEO of German AI firm DeepL, told CNBC on Tuesday.
The sentiment was echoed by Picsart CEO Hovhannes Avoyan.
“We see lots of AI companies raising … tremendous valuations … without any revenue,” Avoyan told CNBC on Tuesday, adding that it is a “concern.”
The market values smaller startups with “just some noise and vibe revenue,” he said, referring to companies being backed even though they have minimal sales.
Vibe revenue is a play on “vibe coding,” a term that refers to using AI to code without needing deep technical expertise.
AI demand growing
Even with concerns over valuations, the technology industry remains bullish on the long term potential of AI.
Lyft CEO David Risher said there are reasons to be optimistic given the potential impact of AI but acknowledged the risks.
“Let’s be clear, we are absolutely in a financial bubble. There is no question, right? Because this is incredible, transformational technology. No one wants to be left behind.”
Risher went on to argue that there is a difference between the financial bubble and the industrial outlook.
“The data centers and all the model creation, all of that is going to have a long, long life, because it’s transformational. It makes people’s lives easier. It makes people’s lives better… On the other hand, you know, the financial side, it’s a little risky right now.”
The tech CEOs also addressed their outlook on AI demand for 2026 from businesses, as investors look for any clues as to what this will look like.
“I think there’s a lot of demand, and there’s a lot of interest. I think everybody understands that AI can do magical things to businesses, and… we can all operate on another level when it comes to efficiency,” Kutylowski said.
Still, businesses are “strugging in adopting” AI. “We’re going to get further, but I don’t think we’re that we’re going to be in a place where we can say, like every enterprise, every organization, has it figured out totally,” Kutylowski said.
DeepL’s core product is an AI translation tool but it recently launched a more general purpose “agent” designed to be able to carry out tasks on behalf of employees.
Francois Chadwick, the chief financial officer of Cohere, a company that is also focused on enterprise AI, told CNBC on Tuesday that “demand is definitely there.”
$4 trillion capex outlook
Despite the concerns over overstretched valuations and huge capex spend, the investment into artificial intelligence doesn’t appear to be slowing down. A report from venture capital group Accel released this week showed that the buildout of new AI data center capacity is forecast to reach 117 gigawatts by 2030 which translates into about $4 trillion worth of capital expenditure over the next 5 years.
About $3.1 trillion worth of revenue is required to pay back that capex, according to the Accel report.
Already this year, there have been a slew of deals worth billions announced by the likes of Nvidia and OpenAI as they look to develop data center capacity around the world in a bid to keep up with demand.
Philippe Botteri, a partner at Accel, said that three major factors will drive that revenue — more powerful AI models that require capacity to be trained, the use of new AI services and the “agentic revolution in the enterprise.”
“Agentic” is often a term used to describe a type of AI tool that can automatically carry out tasks on behalf of users.
But not everyone believes that the large amount of spending is necessary.
Ben Harburg, managing partner at Novo Capital says the figures being discussed by large tech firms for future investment may be overblown.
“We hear these crazy headline numbers about how much energy is going to be needed, how many chips are going to be needed, although, again, I think that there is probably more of a bubble brewing there than on kind of the front end, the actual product front,” Harburg told CNBC on Tuesday.
“I think we’re starting to realize that there’s been probably over exuberance around data centers. Even Sam [Altman], I think, would privately admit that they need fewer chips than they originally set out, they need less capital than they originally set out. They need less energy than they originally set out.”
Tan Su Shan, chief executive officer of DBS Group Holdings Ltd., speaking at the Singapore Fintech Festival in Singapore, on Nov. 12, 2025.
Bloomberg | Bloomberg | Getty Images
SINGAPORE – Amid fears of an artificial intelligence bubble, much has been made of recent reports suggesting that AI has yet to generate returns for companies investing billions into adopting the tech.
But that’s not what the chief executive of Southeast Asia’s largest bank is seeing — she says her firm is already reaping the rewards of its AI initiatives, and it’s only just the beginning.
“It’s not hope. It’s now. It’s already happening. And it will get even better,” DBS CEO Tan Su Shan told CNBC on the sidelines of Singapore Fintech Week, when asked about the promise of AI adoption.
DBS has been working to implement artificial intelligence across its bank for over a decade, which helped prepare its internal data analytics for recent waves of generative and agentic AI.
Agentic AI is a type of artificial intelligence that relies on data to proactively make independent decisions, plan and execute tasks autonomously, with minimal human oversight.
Tan expectsAI adoption to bring DBS an overall revenue bump of more than 1 billion Singapore dollars (about $768 million) this year, compared to SG$750 million in 2024. That assessment is based on about 370 AI use cases powered by over 1,500 models throughout its business.
“The proliferation of generative AI has been transformative for us,” Tan said, adding that the company was experiencing a “snowballing effect” of benefits thanks to machine learning.
A major area in which DBS has applied AI is in its financial services to institutional clients, with AI used to collect and leverage data for clients in order to better contextualize and personalize offerings.
According to Tan, this has resulted in “faster and more resilient” teams. The CEO believes that these uses of AI have contributed to a recent uptick in the bank’s deposit growth as compared to competitors’.
The company also recently launched a newly enhanced AI-powered assistant for corporate clients known as “DBS Joy,” which assists clients with unique corporate banking queries around the clock.
ROI concerns
Despite Tan’s strong convictions about AI, recent evidence suggests that many companies are struggling to turn their AI investments into tangible profits.
MIT released a report in July that found 95% of 300 publicly disclosed AI initiatives, encompassing generative AI investments of $30–$40 billion, had failed to achieve real returns.
However, at least in the banking sector, there are signs that the tides are turning.
While DBS doesn’t differentiate spending in generative AI from other in-house investments, other major banks have recently offered this comparison.
JPMorgan Chase CEO Jamie Dimon stated in an interview with Bloomberg TV last month that the bank is already breaking even on its approximately $2 billion of annual investments in AI adoption. That represents “just the tip of the iceberg,” he added.
Those expectations are shared by DBS, which plans to continue to accelerate its AI development to become an AI-powered bank.
The ultimate goal, according to Tan, is for its generative AI to develop into a trusted financial advisor for clients, including retail users who are expected to interact with personalized AI agents through the DBS banking app.
The bank already has over 100 AI algorithms that analyze users’ data to provide them with personalized “nudges,” such as alerts on incoming shortfalls, product recommendations, and other insights.
Continued AI investments
While DBS may already be reaping rewards from its AI adoption, Tan acknowledged that it will require continued investments, not only in capital, but in the time needed to reskill employees.
The company has launched several AI reskilling initiatives across departments this year and has even deployed a generative AI-powered coaching tool to support these efforts.
This will help the company automate mundane work and refocus its staff on building and maintaining human-to-human relationships with customers, rather than reducing headcount, Tan said.
“We’re not freezing hiring, but it does mean reskilling. And that’s a journey. It’s a never-ending journey … a constant evolution.”