4 Comments
User's avatar
David's avatar

One often overlooked advantage Meta has is that many of their products actually foster user connection while most AI dominated products create individualized experiences. In an AI dominated landscape users may crave organic user interactions over the synthetic AI interactions.

Expand full comment
Matthew Harris's avatar

I agree that a good use case could be a sandbox approach where multiple AI's and people all talking to each other could be a more stimulating experience

Expand full comment
Dierken's avatar

Agree that AI saves users time, but the ad inventory impacted is search (Google) and sites (publishers). Which is where new offerings (ie paywalls) come in to support an explicit value exchange between the new user agents - AI chat & research instead of browse - and publishers.

Social media draws a crowd looking for something different than answers/advice/plans. Not sure what Meta has planned for an AI based revenue model.

Expand full comment
Matthew Harris's avatar

Great point! But the TAM for AI isnt just as an answer engine. It also taps into tje same market as social media

Products like Character AI or Talkie offer escapism, stimulation, and entertainment which is generally what draws people to social media

Thanks for reading!

Expand full comment