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Jonathan Vanian

@jonathanvanian.bsky.social
2.1K followers 403 following 258 posts

Journalist for CNBC

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Jonathan Vanian @jonathanvanian.bsky.social · 30/09/2026
OpenAI follows Meta into the red-hot market for personal agents. But will users pay? www.cnbc.com/2026/09/30/o...
cnbc.com
OpenAI follows Meta into the red-hot market for personal agents. But will users pay?
Following Meta's blockbuster release of its Muse AI agent earlier this month, OpenAI jumped into the personal agent market with Dots.
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Jonathan Vanian @jonathanvanian.bsky.social · 24/09/2026
Meta gets to consumer AI device market before OpenAI, but Zuckerberg's strategy remains unproven www.cnbc.com/2026/09/24/m...
cnbc.com
Meta gets to consumer AI device market before OpenAI, but Zuckerberg's strategy remains unproven
Meta CEO Mark Zuckerberg's new Muse Charm device is intended to put his company ahead of rivals like OpenAI and Google in AI agents and consumer hardware.
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Jonathan Vanian @jonathanvanian.bsky.social · 18/09/2026
Anthropic and OpenAI need truly independent safety evaluators, experts say in public letter. The signatories want the work of evaluators to be conducted without interference and want “to be shielded from retaliation from the companies they embed with,” the letter said. www.cnbc.com/2026/09/18/a...
cnbc.com
Anthropic and OpenAI need truly independent safety evaluators, experts say in public letter
A coalition of over 100 AI experts are urging independence and transparency from Anthropic, OpenAI and other foundation model labs to conduct evaluations.
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Reposted by Jonathan Vanian
Lora Kolodny @lorak.bsky.social · 15/09/2026
Trump’s opposition to new AI regulation undercuts industry calls for a slowdown, safety standards… - my latest w/ @jonathanvanian.bsky.social at @cnbc.com www.cnbc.com/2026/09/15/t...
cnbc.com
Trump’s opposition to AI rules undercuts industry's calls for a slowdown
Anthropic and OpenAI have called for mandatory safety checks to be put in place as fears intensify that AI can soon be too powerful to control.
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Jonathan Vanian @jonathanvanian.bsky.social · 08/09/2026
Meta pushes into personal AI agents as company faces public reckoning over privacy and safety www.cnbc.com/2026/09/08/m...
cnbc.com
Meta pushes into personal AI agents as company faces public reckoning over privacy and safety
Meta unveiled its Muse personal agent app that comes in a free tier or a monthly subscription costing $20 or $100 depending on usage.
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Jonathan Vanian @jonathanvanian.bsky.social · 06/09/2026
‘Model fatigue’ sets in as AI labs race to roll out new versions at frenetic pace www.cnbc.com/2026/09/06/m...
cnbc.com
‘Model fatigue’ sets in as AI labs race to roll out new versions at frenetic pace
Anthropic, OpenAI, Meta and Google all released model updates this week, while Nvidia said it's acquiring open-source AI platform Hugging Face.
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Jonathan Vanian @jonathanvanian.bsky.social · 31/08/2026
He beat Big Tobacco. Will the same playbook work against Meta and social media? www.cnbc.com/2026/08/30/m...
cnbc.com
He beat Big Tobacco. Will the same playbook work against Meta and social media?
Mike Moore beat Big Tobacco. Will the same playbook work against Meta and social media?
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Jonathan Vanian @jonathanvanian.bsky.social · 27/08/2026
After Meta’s landmark settlement with state AGs, legal headaches remain www.cnbc.com/2026/08/27/a...
cnbc.com
After Meta's landmark settlement with state AGs, legal headaches remain
Meta's agreement to settle a federal social media addiction case with state AGs doesn't absolve the company of similar litigation or potential regulation.
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Jonathan Vanian @jonathanvanian.bsky.social · 17/08/2026
Meta faces ‘astronomical’ consequences as legal fight reaches critical moment in California www.cnbc.com/2026/08/17/m...
cnbc.com
Meta faces ‘astronomical’ consequences as legal fight reaches critical moment in California
Meta faces a federal trial over child safety claims that could bring major financial penalties and changes to Facebook and Instagram.
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Jonathan Vanian @jonathanvanian.bsky.social · 13/08/2026
Reddit stock jumps on inclusion in S&P 500 www.cnbc.com/2026/08/13/r...
cnbc.com
Reddit stock jumps on inclusion in S&P 500
Reddit shares jumped on the company's inclusion in the S&P 500.
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Jonathan Vanian @jonathanvanian.bsky.social · 12/08/2026
Meta and Nvidia plant ‘very firm flag’ in open-weight AI race led by Chinese Labs www.cnbc.com/2026/08/12/m...
cnbc.com
Meta and Nvidia plant 'very firm flag' in open-weight AI race led by Chinese Labs
With China way ahead in the market for open-weight models, Meta and Nvidia are both doing what they can to put the U.S. on the map.
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Jonathan Vanian @jonathanvanian.bsky.social · 10/08/2026
With the OpenAI, Anthropic and Meta AI model security testing with startup Irregular being heavily scrutinized, one read on the situation is that this is exactly what’s supposed to happen. www.cnbc.com/2026/08/09/i...
cnbc.com
How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and Meta
The rogue AI attacks involving OpenAI, Anthropic and Meta all tied back to a small Israeli startup named Irregular.
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Jonathan Vanian @jonathanvanian.bsky.social · 04/08/2026
Pinterest shares fall on lukewarm sales guidance www.cnbc.com/2026/08/04/p...
cnbc.com
Pinterest shares fall on lukewarm sales guidance
Pinterest reported better-than-expected earnings and revenue for the second quarter, though its forecast was online in line with estimates.
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Jonathan Vanian @jonathanvanian.bsky.social · 03/08/2026
Snap’s stock jumps over 10% on earnings beat and strong sales forecast www.cnbc.com/2026/08/03/s...
cnbc.com
Snap's stock jumps 10% on earnings beat and strong sales forecast
Snap beat analysts' estimates across the board in its second-quarter earnings report.
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Jonathan Vanian @jonathanvanian.bsky.social · 31/07/2026
Reddit CEO says Google's AI Overviews can't replace '10 blue links' for referral traffic www.cnbc.com/2026/07/30/r...
cnbc.com
Reddit CEO says Google's AI Overviews can't replace '10 blue links' for referral traffic
Reddit CEO Steve Huffman said his company has to find ways to work around changes at Google, which is delivering less traffic than in the past.
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Jonathan Vanian @jonathanvanian.bsky.social · 30/07/2026
Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep www.cnbc.com/2026/07/29/z...
cnbc.com
Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep
For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.
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Reposted by Jonathan Vanian
CNBC @cnbc.com · 29/07/2026
Elon Musk's xAI sues Minnesota over law to ban 'nudify' apps
cnb.cx
Elon Musk's xAI sues Minnesota over law to ban 'nudify' apps
Elon Musk's xAI, now owned by SpaceX, is challenging a law that would ban so-called nudify apps in Minnesota
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Jonathan Vanian @jonathanvanian.bsky.social · 22/07/2026
Alphabet hikes 2026 capex spending forecast to as much as $205 billion - www.cnbc.com/2026/07/22/g...
cnbc.com
Alphabet earnings updates: Stock sinks during analyst call as company hikes 2026 capex
Google parent Alphabet reported second-quarter earnings after the bell on Wednesday.
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Jonathan Vanian @jonathanvanian.bsky.social · 18/07/2026
Chinese AI has leveled up, and brought renewed focus on the open weight model shift - with @kainicolschwarz.bsky.social www.cnbc.com/2026/07/17/m...
cnbc.com
Chinese AI has leveled up, and brought renewed focus on the open weight model shift
It's the latest AI model from China to close the performance gap with leading U.S. AI labs.
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Jonathan Vanian @jonathanvanian.bsky.social · 09/07/2026
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI www.cnbc.com/2026/07/09/m...
cnbc.com
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
Meta is upgrading its Muse Spark artificial intelligence model under the leadership of AI chief Alexandr Wang.
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Jonathan Vanian @jonathanvanian.bsky.social · 08/07/2026
Meta is building its first big Canadian data center as AI expansion crosses the border www.cnbc.com/2026/07/08/m...
cnbc.com
Meta is building its first big Canadian data center as AI expansion crosses the border
Meta is building its first big Canadian data center as AI expansion crosses the border.
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Jonathan Vanian @jonathanvanian.bsky.social · 07/07/2026
Meta enters AI image model race in bid to court advertisers and subscribers www.cnbc.com/2026/07/07/m...
cnbc.com
Meta enters AI image model race in bid to court advertisers and subscribers
Meta has announced Muse Image, its first AI model for image creation, as it seeks to attract creators and advertisers to its offerings.
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Jonathan Vanian @jonathanvanian.bsky.social · 02/07/2026
Meta’s push into cloud computing means Wall Street has to prepare for lower margins www.cnbc.com/2026/07/02/m...
cnbc.com
Meta’s push into cloud computing means Wall Street has to prepare for lower margins
Meta appears poised to enter the cloud computing market in an effort to monetize its massive AI infrastructure.
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Jonathan Vanian @jonathanvanian.bsky.social · 16/06/2026
Snap unveils $2,195 Specs AR glasses-CEO Evan Spiegel said Snap plans to release later this year parenting "tools to make it easier to share the Specs with your teenager with a more limited set of Lenses," and features "on the operating system side." www.cnbc.com/2026/06/16/s...
cnbc.com
Snap unveils $2,195 AR glasses as CEO Evan Spiegel bets on post-smartphone future
Snap is launching its first AR glasses geared toward the broader public instead of developers.
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Jonathan Vanian @jonathanvanian.bsky.social · 15/06/2026
A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it www.cnbc.com/2026/06/14/m...
cnbc.com
A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it
Mark Zuckerberg's mega spending spree began a year ago, when he lured Alexandr Wang to oversee a new AI strategy. The results so far are underwhelming.
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Jonathan Vanian @jonathanvanian.bsky.social · 26/05/2026
Regarding “this concept of SaaS Apocalypse or whatever,” CEO Drew Houston said he’s “never met a Dropbox customer who’s like, ‘I’m just using so much ChatGPT I’m going to cancel my Dropbox subscription.’” www.cnbc.com/2026/05/26/d...
cnbc.com
Dropbox CEO Drew Houston to step down after 19 years at helm of cloud storage pioneer
Dropbox CEO Drew Houston, who started the cloud storage company when he was 24, plans to step down and assume the role of executive chairman.
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Reposted by Jonathan Vanian
CNBC @cnbc.com · 22/05/2026
Reddit stock drops 6% after Meta launches standalone app for online forums
cnb.cx
Reddit stock drops 6% after Meta launches standalone app for online forums
Reddit shares fell after Meta released a standalone app for Facebook Groups called Forum.
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Jonathan Vanian @jonathanvanian.bsky.social · 20/05/2026
Nvidia invested $18.6 billion in private companies and infrastructure funds during its fiscal first quarter. www.cnbc.com/2026/05/20/n...
cnbc.com
Nvidia beats on revenue and guidance, adds $80 billion to buyback plan: Live updates
Nvidia's conference call with analysts is scheduled for 5 p.m. ET, where CEO Jensen Huang will talk about the results.
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Reposted by Jonathan Vanian
CNBC @cnbc.com · 18/05/2026
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company
cnb.cx
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company
Meta is starting layoffs this week, with 8,000 jobs expected to be cut, as employees brace for a new era of AI.
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Jonathan Vanian @jonathanvanian.bsky.social · 06/05/2026
Snap issues cautious guidance as Perplexity deal ends, Middle East 'geopolitical situation' causes uncertainty www.cnbc.com/2026/05/06/s...
cnbc.com
Snap issues cautious guidance as Perplexity deal ends, Middle East 'geopolitical situation' causes uncertainty
Snap reported first-quarter earnings and provided cautious sales guidance while revealing it no longer has a deal with the generative AI startup Perplexity.
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Jonathan Vanian @jonathanvanian.bsky.social · 04/05/2026
Pinterest surges after earnings beat as company posts strong guidance - Prior to the current period, it had missed financial estimates for five-straight quarters, and said in February that tariffs hurt its online advertising business. www.cnbc.com/2026/05/04/p...
cnbc.com
Pinterest surges 17% after earnings beat as company posts strong guidance
Pinterest cut nearly 15% of the company's workforce and reduced office space in January as it pushes more resources into AI.
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Jonathan Vanian @jonathanvanian.bsky.social · 04/05/2026
Meta's public nuisance case in New Mexico has billion-dollar consequences - quarterly filing last week noted NM AG office seeking “approximately $3.7 billion in abatement costs as well as injunctive relief...” www.cnbc.com/2026/05/04/m...
cnbc.com
Meta's public nuisance case in New Mexico has billion-dollar consequences
Meta is back in a Santa Fe courthouse in a child safety case that could determine whether the company is a public nuisance.
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Jonathan Vanian @jonathanvanian.bsky.social · 30/04/2026
Reddit reports 69% jump in revenue, topping analyst estimates www.cnbc.com/2026/04/30/r...
cnbc.com
Reddit reports 69% jump in revenue, topping analyst estimates
Reddit reported first-quarter earnings and revenue that exceeded Wall Street expectations.
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Jonathan Vanian @jonathanvanian.bsky.social · 30/04/2026
Investors still trust Google more than Meta when it comes to spending their money on AI - with @jennelias.bsky.social www.cnbc.com/2026/04/29/i...
cnbc.com
Investors still trust Google more than Meta when it comes to spending their money on AI
Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one much more favorably than the other.
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Jonathan Vanian @jonathanvanian.bsky.social · 29/04/2026
Meta’s Reality Labs lost over $4 billion in first quarter www.cnbc.com/2026/04/29/m...
cnbc.com
Meta’s Reality Labs lost over $4 billion in first quarter
In Meta's first-quarter earnings report, the company said Reality Labs recorded an operating loss of over $4 billion while bringing in $402 million in sales.
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Jonathan Vanian @jonathanvanian.bsky.social · 29/04/2026
Meta stock drops as capex, user growth numbers come in below Wall Street estimates www.cnbc.com/2026/04/29/m...
cnbc.com
Meta stock drops as capex, user growth numbers come in below Wall Street estimates
Meta beat on revenue, but showed disappointing user numbers and its capital expenditures were below estimates.
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Jonathan Vanian @jonathanvanian.bsky.social · 29/04/2026
OpenAI looms over earnings from tech hyperscalers www.cnbc.com/2026/04/29/o...
cnbc.com
OpenAI looms over earnings from tech hyperscalers
Amazon, Alphabet, Meta and Microsoft report quarterly results after the bell, and OpenAI is likely to be a big topic across the board.
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Jonathan Vanian @jonathanvanian.bsky.social · 28/04/2026
Tech’s hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring - with @jordannovet.cnbc.com www.cnbc.com/2026/04/28/t...
cnbc.com
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
Wall Street is optimistic about big tech companies and their data center construction plans, despite a memory shortage and the Iran war.
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Reposted by Jonathan Vanian
CNBC @cnbc.com · 28/04/2026
Meta's new AI model shows early promise, but investors want to see Zuckerberg's strategy
cnb.cx
Meta's new AI model shows early promise, but investors want to see Zuckerberg's strategy
Meta introduced its new AI model at the beginning of the second quarter, so Mark Zuckerberg's commentary about the future will be key during earnings.
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Jonathan Vanian @jonathanvanian.bsky.social · 23/04/2026
Meta will cut 10% of workforce as company pushes deeper into AI - Meta said in January that it had a global workforce of 78,865 employees as of Dec. 31, down from 86,482 in late 2022 coming off a huge hiring wave in the aftermath of the Covid pandemic. www.cnbc.com/2026/04/23/m...
cnbc.com
Meta will cut 10% of workforce as company pushes deeper into AI
Meta plans to lay off 10% of its workforce, equaling about 8,000 employees, as the company continues to ramp up investments in artificial intelligence.
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Jonathan Vanian @jonathanvanian.bsky.social · 23/04/2026
Meta is tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training initiative - with @lorak.bsky.social www.cnbc.com/2026/04/22/m...
cnbc.com
Meta is tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training initiative
As part of an AI initiative that tracks employee keystrokes and mouse clicks, Meta is monitoring use of popular sites like Google, LinkedIn and Wikipedia.
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Jonathan Vanian @jonathanvanian.bsky.social · 21/04/2026
Tim Cook turned Apple into a $4 trillion juggernaut by not trying to be Steve Jobs www.cnbc.com/2026/04/21/t...
cnbc.com
Tim Cook turned Apple into a $4 trillion juggernaut by not trying to be Steve Jobs
Tim Cook's 15-year tenure at the helm of Apple was highly profitable for Wall Street, as the company's market cap swelled from $350 billion to $4 trillion.
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Jonathan Vanian @jonathanvanian.bsky.social · 20/04/2026
Apple taps John Ternus as CEO to replace Tim Cook, who will become chairman @jennelias.bsky.social www.cnbc.com/2026/04/20/a...
cnbc.com
Apple taps John Ternus as CEO to replace Tim Cook, who will become chairman
Apple said on Monday that John Ternus is succeeding Tim Cook as CEO, with Cook assuming the role of executive chairman on Sept. 1.
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Jonathan Vanian @jonathanvanian.bsky.social · 19/04/2026
SiIicon Valley’s AI agent hiccups: Wasted tokens and ‘chaotic’ systems www.cnbc.com/2026/04/19/s...
cnbc.com
SiIicon Valley's AI agent hiccups: Wasted tokens and 'chaotic' systems
Nvidia CEO Jensen Huang told CNBC's Jim Cramer in March that AI agents are "definitely the next ChatGPT."
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Jonathan Vanian @jonathanvanian.bsky.social · 15/04/2026
Altman arson suspect Moreno-Gama suffered 'acute mental health crisis,' lawyer says www.cnbc.com/2026/04/14/s...
cnbc.com
Altman arson suspect Moreno-Gama suffered 'acute mental health crisis,' lawyer says
Daniel Moreno-Gama allegedly threw a lit Molotov cocktail at the driveway gate of OpenAI CEO Sam Altman's home.
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Jonathan Vanian @jonathanvanian.bsky.social · 09/04/2026
Meta’s shift from open-source AI to proprietary models comes with business implications, as the company needs to find a path to new revenue. www.cnbc.com/2026/04/09/m...
cnbc.com
Meta's long-awaited AI model is finally here. But can it make money?
After releasing its first major AI model in a year, Meta now has to figure out how to turn it into a business.
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Jonathan Vanian @jonathanvanian.bsky.social · 08/04/2026
Meta is also experimenting with a new AI model revenue stream by eventually offering third-party developers access to Muse Spark’s underlying technology via an API. www.cnbc.com/2026/04/08/m...
cnbc.com
Meta debuts new AI model, attempting to catch Google, OpenAI after spending billions
Meta debuted its first major large language model, Muse Spark, spearheaded by chief AI officer Alexandr Wang, who leads Meta Superintelligence Labs.
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Jonathan Vanian @jonathanvanian.bsky.social · 08/04/2026
Meta debuts new AI model, attempting to catch Google, OpenAI after spending billions - Meta not positioning Muse Spark as eclipsing the capabilities of top-tier AI models, but instead highlighted its efficiency and "competitive performance." www.cnbc.com/2026/04/08/m...
cnbc.com
Meta debuts new AI model, attempting to catch Google, OpenAI after spending billions
Meta debuted its first major large language model, Muse Spark, spearheaded by chief AI officer Alexandr Wang, who leads Meta Superintelligence Labs.
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Jonathan Vanian @jonathanvanian.bsky.social · 04/04/2026
Meta, Google under attack as court cases bypass 30-year-old legal shield - with @jennelias.bsky.social www.cnbc.com/2026/04/03/m...
cnbc.com
Meta, Google under attack as court cases bypass 30-year-old legal shield
Internet platforms have long been able to rely on special protections to avoid liability for what takes place on their sites. But that may be changing.
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Jonathan Vanian @jonathanvanian.bsky.social · 29/03/2026
Meta's court losses spell potential trouble for AI research, consumer safety www.cnbc.com/2026/03/29/m...
cnbc.com
Meta's court losses spell potential trouble for AI research, consumer safety
Meta's two courtroom defeats centered on different cases but both involved allegations that the company knew about its products' harms.
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