FOGINT: Divergent Trajectories for Facebook and Telegram
January 7, 2025
A post from the FOGINT team.
The Techmeme splash page featured several Meta (Facebook, WhatsApp, etc.) stories. Here’s a mini-version of the home page with the Zuck-related stories identified:
The separate “stories” presented one theme: Free speech. Here’s a representative item from today’s Techmeme page at 9 20 am US Eastern: “Meta Is Ending Its Fact-Checking Program in Favor of a Community Notes System Similar to X.” The news item from NBC reports:
Meta CEO Mark Zuckerberg announced a series of major changes to the company’s moderation policies and practices Tuesday, citing a shifting political and social landscape and a desire to embrace free speech. Zuckerberg said that Meta will end its fact-checking program with trusted partners and replace it with a community-driven system similar to X’s Community Notes. The company is also making changes to its content moderation policies around political topics and undoing changes that reduced the amount of political content in user feeds, Zuckerberg said.
For me, this says, “Cut some costs and respond to “a shifting political and social landscape.” The direction in which Meta is moving seems to be “freer speech,” albeit within whatever Silly Putty guardrails Mr. Zuckerberg decrees.
In contrast, Telegram — which has out-innovated Meta for many years — is taking a different path through environmental changes in the datasphere. Since France required that Mr. Durov, founder and “owner” of Telegram remain in France until his company’s behavior has been dissected, Telegram is moving on a different trajectory. A few details of this charge have been reported in “Telegram Hands U.S. Authorities Data on Thousands of Users.” This exposé declares:
Telegram, the popular social network and messaging application which has also become a hotbed for all sorts of serious criminal activity, provided U.S. authorities with data on more than 2,200 users last year, according to newly released data from Telegram. The news shows a massive spike in the number of data requests fulfilled by Telegram after French authorities arrested Telegram CEO Pavel Durov in August, in part because of the company’s unwillingness to provide user data in a child abuse investigation. Between January 1 and September 30, 2024, Telegram fulfilled 14 requests “for IP addresses and/or phone numbers” from the United States, which affected a total of 108 users, according to Telegram’s Transparency Reports bot. But for the entire year of 2024, it fulfilled 900 requests from the U.S. affecting a total of 2,253 users, meaning that the number of fulfilled requests skyrocketed between October and December, according to the newly released data. “Fulfilled requests from the United States of America for IP address and/or phone number: 900,” Telegram’s Transparency Reports bot said when prompted for the latest report by 404 Media. “Affected users: 2253,” it added.
Since France’s direct action, Telegram has apparently become even more cooperative with law enforcement. Plus, Telegram agreed to participate in activities designed to identify human traffickers. On the surface, it appears that Telegram is becoming more agreeable to legitimate requests from law enforcement. Telegram has become associated with a number of interesting and possibly illegal activities in some countries. Examples range from groups (private and public) discussing terrorism and child pornography.
But that “shift” to cooperation distracts from what is a major change at Telegram and its affiliated entities like The Open Network Foundation, Ton.social, and assorted investment vehicles. Specifically, Telegram is doubling down on crypto currency. The Telegram infrastructure is being shaped and in some cases repurposed to host services, features, and distributed applications related to crypto. The idea, as the FOGINT team understands it, is to provide a hub or nexus for traditional financial services built on crypto, not the US dollar, euros, or “traditional” and regulated currencies.
A second effect of this shift at Telegram is its push to provide a home for a wide range of seemingly harmless online games. On the surface, a parent or a person as old as the producer of this blog, would glance at the display and think, “Oh, another child’s game.” Those individuals would be incorrect. Telegram “click to earn” games include addictive hooks and the upside of playing are points which can be converted to crypto currency. Gambling and the downstream financial services required by big winners or “whales” are the customers. The addictive element is just part of Telegram’s marketing activities.
Net net: Meta wants free speech or at least to appear to be lining up with the “shifting political and social landscape.” Telegram is using social as a way to speed use of crypto as an alternative to the US dollar. Social media giants are similar in some ways, but at this point in time, the two companies are on divergent trajectories.
Stephen E Arnold, January 7, 2025
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