Meta Platforms(US:META) Hua Er Jie Jian Wen·2025-10-21 01:59Core Insights - AI-generated video is rapidly becoming a key user attraction, with Meta leveraging this "traffic ace" to gain an advantage in the competitive AI application landscape [1][2] - The launch of the AI short video platform "Vibes" on September 25 has significantly boosted user engagement for Meta AI, with daily active users (DAU) rising to 2.7 million from 775,000 in just four weeks [1][2] - The download rate for the Meta AI app has also surged, with daily downloads reaching 300,000, compared to less than 200,000 a few weeks prior, and a dramatic increase from just 4,000 downloads a year ago [1][2] User Growth and Market Impact - The correlation between the launch of "Vibes" and the increase in user numbers supports the argument that "AI video drives traffic" [2] - While Meta AI's user base is growing, competitors like ChatGPT, Grok, and Perplexity are experiencing user declines, with daily active users dropping by 3.51%, 7.35%, and 2.29% respectively, while Meta AI saw a 15.58% increase [2] Features of Vibes Platform - The Vibes platform allows users to create, discover, and share short video content, enhancing user engagement through personalized recommendations as usage increases [3][6] - Users can easily remix content and share it across platforms like Instagram and Facebook, increasing the potential exposure and virality of AI-generated content [6] Competitive Landscape - Meta AI's growth may also benefit from the recent attention on OpenAI's video generation model Sora, which has led users to explore similar products, including Meta AI [7] - Sora's "invitation-only" strategy may inadvertently create opportunities for competitors, as users unable to access Sora may turn to other available alternatives [7]