Jake and Stake🚀🔎

✍️ Learning in public 🚀 Infinite frontier 🔎 Infinite search

[Jake and Stake🚀🔎 @JakeAndStake]

The only metric that matters: The Power User Curve

One metric tells you whether you have Product-Market Fit or a slow painful death

[Jake and Stake🚀🔎 @JakeAndStake]

Meta's Product Integration

Plus, AI generated ads will be good for their value-proposition

The limit set by media departments will allow unlimited A/B testing of copywriting and images/video

Meta is looking to use AI themselves in several ways:

1. Instagram pitched influencers on its AI chatbot that responds to fan comments and messages

https://t.co/bGkofTCvN0

2. AI features for advertisers to generate ad copy and background images. And a tool to fit their content for different aspect ratios required for various products, like the FB Newsfeed or Reels

[Jake and Stake🚀🔎 @JakeAndStake]

🚨Instagram to replace influencer personalities with AI🚨

Instagram pitched influencers on its AI chatbot that responds to fan comments and messages

Influencers are hesitant, "What if it says something that gets me cancelled? I should get cancelled on my own terms"

0/6

[Jake and Stake🚀🔎 @JakeAndStake]

Why is Meta open sourcing their models?
1. AI is not their core business
2. They're behind

Let's dig into their open source strategy in light of the newly released Llama 3 models

• 8 billion parameters
• 70 billion parameters

[Jake and Stake🚀🔎 @JakeAndStake]

Open Source AI is Icing on the Cake

Any open source models are just icing for Meta an Apple

Meta already has the customer touch points needed to distribute any AI products

And any AI generated content will be consumed on their properties: Facebook, Instagram, WhatsApp

Open source AI models will be run on Apple silicon—as long as they have the best consumer hardware

I'm mainly talking inference here. Leave training to the hyperscalers

[Jake and Stake🚀🔎 @JakeAndStake]

Google is healing

[DHH @dhh]

Google's CEO tells his employees to stop bringing their politics to work and respect coworkers right to just do their job. Let's see if this causes the same media and Twitter meltdown it did when we asked the same. I doubt it! https://t.co/avAP3mqrFV

[Jake and Stake🚀🔎 @JakeAndStake]

@finbarrtimbers GenAI—content production—is a complement to Meta's advertising properties

If another company controls it, they get margin on every prompt, not Meta

If Meta makes it free, they benefit from more content

[Jake and Stake🚀🔎 @JakeAndStake]

@finbarrtimbers OpenAI makes the AI content more expensive because they charge to use their models

They need AI to make money. Meta doesn't

More expensive content --> more costly to share content --> less content --> etc

[Jake and Stake🚀🔎 @JakeAndStake]

GenAI—content production—is a complement to Meta's advertising properties

If another company controls it, they get margin on every prompt, not Meta

If Meta makes it free, they benefit from more content

[Jake and Stake🚀🔎 @JakeAndStake]

AI-made stuff will be shared on Meta, which is good for them. More content --> more eyeballs --> more ads --> more money

It behooves Meta to let as many people as possible create more content with it

If models are controlled by OpenAI/etc, the margin goes to them

[finbarr @finbarrtimbers]

I have a really stupid question:

Why is Zuck spending so much on gen AI? What’s his long term benefit from this?

[Jake and Stake🚀🔎 @JakeAndStake]

OpenAI makes the AI content more expensive because they charge to use their models

They need AI to make money. Meta doesn't

More expensive content --> more costly to share content --> less content --> etc

[Jake and Stake🚀🔎 @JakeAndStake]

@weslouis_ @carmguti ☝️This gets my vote

[Jake and Stake🚀🔎 @JakeAndStake]

If you like this, please

❤️ Drop a like
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TY :)

https://t.co/KntmwYgkTP

[Jake and Stake🚀🔎 @JakeAndStake]

🚨Instagram to replace influencer personalities with AI🚨

Instagram pitched influencers on its AI chatbot that responds to fan comments and messages

Influencers are hesitant, "What if it says something that gets me cancelled? I should get cancelled on my own terms"

0/6

[Jake and Stake🚀🔎 @JakeAndStake]

🚨Instagram to replace influencer personalities with AI🚨

Instagram pitched influencers on its AI chatbot that responds to fan comments and messages

Influencers are hesitant, "What if it says something that gets me cancelled? I should get cancelled on my own terms"

0/6

[Jake and Stake🚀🔎 @JakeAndStake]

https://t.co/pIxT5kE8yU

[Jake and Stake🚀🔎 @JakeAndStake]

Takeaways

• IMO AI's still not good enough to do this

• As it gets better it will create a new market

• Which makes it cheaper for small influencers to engage fans

• No matter what happens, Meta is still a big winner. AI content will be consumed on Meta properties

6/6