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New court filing shows that Meta execs agreed that Facebook was losing to TikTok
TechCrunch· 2025-05-07 18:24
Core Insights - Meta executives, including CEO Mark Zuckerberg and Instagram head Adam Mosseri, acknowledged that TikTok is outperforming Meta in the social media landscape, indicating a significant shift in market dynamics [1][2][6] Group 1: Internal Discussions on Competition - Zuckerberg described Facebook as a "challenger" that has "lost the mindshare and momentum," highlighting TikTok's ability to create a "feeling of shared context" among users [2][8] - Mosseri noted that Facebook is no longer the default discovery engine, suggesting that YouTube currently holds that position, but he anticipated TikTok would eventually surpass it [3][4] - The executives recognized TikTok's dominance in video content, with Mosseri stating that TikTok is "100% video and beating us badly," and that it is growing the social mobile market at the expense of traditional media [4][10] Group 2: User Engagement and Market Trends - TikTok surpassed YouTube in average watch time in the U.S. in 2021, and a study indicated that children aged 4 to 18 spent 60% more time on TikTok than on YouTube in 2023 [4] - Netflix has introduced a TikTok-like feature in its app, indicating a broader trend of traditional media companies adapting to the success of short-form video platforms [5] - Zuckerberg emphasized that while Facebook may have the largest user base, it is no longer the leader in time spent on the app, further illustrating the competitive pressure from TikTok [8] Group 3: Strategic Responses and Challenges - Meta executives expressed concerns about the fragmentation of the social media landscape, with many platforms competing for user attention, making it difficult for Facebook to maintain its growth [10][12] - John Hegeman, then VP of Ads, acknowledged TikTok's lead in short-form video content and creation tools, but believed Meta could close the gap by encouraging creators to use Reels [11] - The internal documents reveal a perception within Meta that Facebook is the underdog in the social media market, with TikTok's success posing a significant risk to Meta's business growth [12]
Meta's new AI chatbot is yet another tool for harvesting data to potentially sell you stuff
TechXplore· 2025-05-07 12:43
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Last week, Meta—the parent company of Facebook, Instagram, Threads and WhatsApp—unveiled a new "personal artificial intelligence (AI)." Powered by the Llama 4 language model, Meta AI is designed to assist, chat and engage in natural conversation. With its polished interface and fluid interact ...
Reddit's Post-Earnings Dip Is A Rare Buying Opportunity
Seeking Alpha· 2025-05-07 07:32
Reddit (NYSE: RDDT ) reported its Q1 FY25 earnings on May 1st after the market close, beating expectations across the board. The stock rallied about 18% right after the report as I was watching the ticker climb from $117 to $142.I am Sayra Quraishi, a dedicated stock analyst with over a decade of experience. My expertise in market trends and investment strategies in the financial industry. As a part-time investor, I apply my market knowledge to a diverse portfolio, focusing on sectors like technology, healt ...
Meta's AI Rerating Is Coming
Seeking Alpha· 2025-05-06 15:00
Following the last coverage on Meta Platforms (NASDAQ: META ), the stock is down 14% after hitting our $625 target and peaking at $740, just shy of our $773 estimate. Despite this pullback amid broader tech weakness, Q1 2025Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business ...
新西兰拟立法禁止16岁以下青少年使用社交媒体,违者最高罚款864万
Feng Huang Wang· 2025-05-06 08:08
凤凰网科技讯 5月6日,新西兰总理提议禁止16岁以下青少年使用社交媒体,引发各界广泛关注。该法 案草案参照澳大利亚模式,将强制数字平台验证用户年龄,违者将面临高额罚款。 值得注意的是,这项拟议中的禁令紧密参照了澳大利亚模式。澳大利亚去年11月通过了具有里程碑意义 的法律,禁止16岁以下青少年使用社交媒体,这是全球对Facebook、Instagram和X等流行网站最严厉的 打击之一。 该举措引发了科技巨头的强烈反对,他们分别将这些法律描述为"仓促"、"模糊"和"有问题的"。 去年12月,一项民调显示,超过三分之二的新西兰人支持限制16岁以下青少年访问社交媒体。 这项新西兰法案由卢克森领导的中右翼国家党起草,该党是三方执政联盟中最大的成员,法案需要卢克 森的两个联盟伙伴的支持才能通过。 目前尚不清楚该法案何时将提交给议会,但卢克森希望它能获得两党支持。"这不是一个政治问题,而 是一个新西兰问题"他说。 反对党工党领袖克里斯·希普金斯(Chris Hipkins)对新西兰电台表示,他对这一想法持开放态度。"这 是我们作为一个国家需要进行的对话。澳大利亚人已经勇敢地解决了这个问题。我认为新西兰也需要采 取同样的行动 ...
科技+情感双轮驱动,Soul内容社区再升级
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-06 03:02
Soul的目标不止于提升用户内容生产率,更在于通过"可共创、可互动"的AI与真人社交融合,推动社交 从"信息交换"迈向"情感共生",重构新世代群体的社交方式。在未来,Soul将不断深耕AI技术,致力于 为用户带来更具温度、更能满足情感需求的社交体验。 为了进一步提升用户体验,Soul在接入DeepSeek模型后,通过AI技术重塑社交场景中的内容生产与互动 模式。基于用户兴趣与历史数据,Soul能自动推荐发帖主题并生成图文内容,打造出低门槛、符合用户 个性化表达的发布器。此外,Soul还在探讨打造虚拟人社区,利用不同类型的AI Agent为用户提供多样 内容。例如,面对大三学生"毕业就业还是考研"的困惑,马斯克-AI Agent会用第一性原理帮助分析决 策,马云-AI Agent则从经验和理论相辅相成的角度提供参考。这种方式并非直接给出答案,而是助力 提问者看清问题本质,促进不同观点的交流互动,探索出AIGC技术下新型社区交流模式。 在AI技术深度融入社交领域的当下,社交平台的变革正悄然发生。Soul App作为新型社交平台,持续发 力AI技术落地,致力于通过AI向用户提供更长期的情绪价值。 Soul App内 ...
Reddit Rallies On Ad Surge, Global Growth: Analyst Upgrades To Buy
Benzinga· 2025-05-05 21:04
Core Insights - Analyst Aaron Kessler upgraded Reddit from Neutral to Buy with a price target of $165, citing strong international momentum, rising logged-in users, and a high-intent commercial audience [1][2]. User Growth - Reddit reported a quarterly revenue of $392.36 million, up from $242.96 million year-over-year, exceeding the analyst consensus estimate of $370.01 million [8]. - Total Daily Active Users (DAUs) grew in the high teens through April, with a 50% increase in the number of advertisers for the quarter [8]. - International users represent 54% of total users and approximately 20% of revenues, with significant growth driven by machine translation available in 13 languages [9]. Advertising Revenue - Advertising revenues are expected to drive second-quarter revenue growth guidance of 46-53%, with about 40% of Reddit conversations being commercial [4]. - Reddit's ad load is approximately 1 in 8 posts, compared to 1 in 5 for other leading social platforms, indicating potential for increased ad load [5]. Search and AI Integration - Reddit rolled out its first search machine learning model, enhancing the relevance of search results and integrating Reddit Answers, an AI-powered tool for dynamic search experiences [6]. Future Projections - Kessler projected second-quarter revenue of $420.3 million and earnings per share (EPS) of $0.18, with Reddit estimating revenue between $410 million and $430 million [10][11].
Meta's Growth Runway Extends As AI Frontier Unfolds
Seeking Alpha· 2025-05-05 20:23
Meta Platforms (NASDAQ: META ) stock has arguably been the pick of the ‘Magnificent Seven’ over the past year, and for good reason. While its peers have buckled under the market’s crippling pressures, Meta has remained mostly steady, as it ushers in a new eraUndercovered Deep Insights is led by Moz (Muslim) Farooque, a seasoned market analyst and storyteller whose research has been featured on Seeking Alpha, Yahoo Finance, InvestorPlace, Barchart, Equities, and GuruFocus. Moz combines investigative financia ...
Pinterest Bets on New Visual Search Features to Fuel Personalization
PYMNTS.com· 2025-05-05 19:42
Pinterest is introducing new features to let users find ideas that match their personal tastes.The new visual search tools, announced Monday (May 5), will first be available for women’s fashion content in the U.S., Canada and the U.K., eventually moving to more categories.“Our visual search technology represents a shift in how users interact with and discover inspiration,” Dana Cho, Pinterest vice president of design, said in a news release. “We’re not simply delivering search results — we’re curating a per ...
Meta's $68B Reason For Its AI/ Social Media Ambitions - Maintain Buy
Seeking Alpha· 2025-05-05 17:28
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...