Jaeden Schafer

vibes launched in september last year and it's just inside of the meta ai app but it basically lets you create and share short form videos that are i mean they're just 100 ai and i think the feed looks really similar to tiktok or like instagram reels right you're just swiping through it but everything's ai generated meta didn't actually share any specific usage numbers i think everything's gonna look tiny compared to instagram facebook and whatsapp but they did say the engagement inside of meta ai is growing a ton which i think they kind of view as a signal that there is

demand for a dedicated vibes product and them spinning that out.

They also said that while a lot of users are already using AI content inside of meta AI, they said a standalone app would basically give creators and viewers a really clear home for a lot of that.

So vibe lets users basically create videos from scratch, or you can remix content that you see in your feed.

Um, before you post creators can add visuals, right?

So you can add music or you can kind of adjust some of the style.

And then finished videos can be shared straight inside of Vibes.

And then you can also send them in DMs or cross post to Instagram or Facebook or Reels, all that kind of stuff.

So Meta says that right now they're kind of doing this collaborative sharing through their app.

They said it's getting really popular.

A lot of videos are being sent privately to friends, right?

So it's not just like, oh, public feed of AI stuff.

It's like you might go make a funny AI video, send it to a friend.

Maybe it's

them or you.

And I think that right now, because of this, this kind of fits inside of Meta's broader monetization strategy.

They already said that they are testing new premium subscriptions on Facebook and Instagram and WhatsApp.

And I think that they're going to plan to kind of explore some subscriptions for AI features as well.

I mean, you look at Instagram and I think they made an insane amount of money just by adding the blue check mark, like the verified, you know, pay to be verified on Instagram for 15 bucks a month.

I think that was really popular.