Ryan Knudson

It's not the best model, but it's good enough to keep them in the race.

And they've sort of proven that like, hey, we're still here, we're still fighting, we're still in it, don't count us out.

And now they're trying to race to get ahead to the frontier.

Meta has 3.5 billion daily users around the world.

It's a lot of people that could use the chatbot, exactly.

And so, you know, investors and analysts argue that Meta has the distribution.

That's not the problem, right?

Like if you're Cloud or you're ChatGPT, the companies behind those chatbots, you're trying to grow.

You're trying to get people to use these things.

But like you're starting from scratch.

Like you don't already have a user base.

Meta already has a huge, huge user base.

And so what they're trying to do is more about getting people to adopt this chatbot approach

That's what their kind of unique problem is that they're trying to solve.

In December, Meta started using your conversations with their chatbot to target and show you ads on Instagram.

So I talked to the shopper, and I'm like, hey, what are some good temples to see in Kyoto?

And so if I, you know, use those conversations that I had, Meta can take that and start showing me ads for things in Japan on Instagram now that I might want to click on.

Maybe it's tours.

Maybe it's restaurants to go eat at, whatever it is.

And so they sell ads.