Meta Platforms(US:META) 硬AI·2025-10-21 10:26Core Insights - Meta has experienced explosive user growth with the launch of its short video feature "Vibes," increasing daily active users from 775,000 to 2.7 million within four weeks, with daily downloads reaching 300,000 [2][3][5] Group 1: Launch of Vibes Platform - On September 25, Meta integrated the AI video creation platform "Vibes" into the Meta AI application, allowing users to create, discover, and share short video content [5][7] - The user experience on Vibes is enhanced through personalized recommendations as users spend more time browsing the content [7] Group 2: Competitive Landscape - While Meta AI's user base surged, competitors like ChatGPT, Grok, and Perplexity faced user declines, with daily active users dropping by 3.51%, 7.35%, and 2.29% respectively, while Meta AI grew by 15.58% [5][9] - The recent strategies of competitors, particularly OpenAI's Sora, which adopted an "invitation-only" approach, may have inadvertently driven users to explore alternatives like Meta AI [9][10]