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The full thread of our Instagram coverage — a running record of every development we've tracked, with the VC take on each.

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Jul 10, 2026
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  1. Aug 4, 2026IPOPinterest Beats the Quarter, Falls 7% on Guidance$1.18B Q2 revenue→
  2. Jul 10, 2026REGULATIONEU Says Meta's Instagram, Facebook 'Addictive Design' Breaks DSAUp to $12B+ potential fine→

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IPO· Aug 4, 2026

Pinterest Beats the Quarter, Falls 7% on Guidance

Illustration for: Pinterest Beats the Quarter, Falls 7% on Guidance
IPO$1.18B Q2 revenue

Pinterest Beats the Quarter, Falls 7% on Guidance

Pinterest beat Q2 revenue and user growth estimates, but shares fell 7% after the company guided to Q3 revenue growth decelerating to 13-15% amid intensifying ad competition from Instagram.

Aug 4, 2026
REGULATION· Jul 10, 2026

EU Says Meta's Instagram, Facebook 'Addictive Design' Breaks DSA

Illustration for: EU Says Meta's Instagram, Facebook 'Addictive Design' Breaks DSA
REGULATIONUp to $12B+ potential fine

EU Says Meta's Instagram, Facebook 'Addictive Design' Breaks DSA

The European Commission preliminarily found Meta in breach of the Digital Services Act over 'addictive' design in Instagram and Facebook, exposing it to a fine that could exceed $12 billion.

Jul 10, 2026
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