Meta AI App Surges

Meta AI's mobile app has experienced a significant surge in popularity, with daily active users jumping from 775,000 to 2.7 million in just four weeks. This growth coincides with the launch of the 'Vibes' AI video feed within the app. Daily app installs have also increased substantially, reaching approximately 300,000 new downloads per day, up from fewer than 200,000.

The 'Vibes' feed, which delivers short-form, AI-generated videos, appears to be a key driver of this increased user engagement. Users can generate videos from scratch or remix existing clips with various effects. The rise of competing AI video generators, such as OpenAI's Sora, may have indirectly contributed to Meta AI's success by increasing general interest in AI video tools.

Meta is investing heavily in AI to compete with rivals like OpenAI and Google DeepMind. The company has consolidated its AI teams into Meta Superintelligence Labs, focusing on foundation models, research, product integration, and infrastructure. While the long-term impact of these investments remains uncertain, the initial response to the 'Vibes' feed suggests a positive trajectory for Meta's AI initiatives.