00:06:37 · Luca Ferrari, Jordi Hays
[00:06:37] S4: Yeah. You had [00:06:37] S0: the Manus deal, that's being unwound. Yeah. They have the the deal with, you know, mid journey and vibes. That's, you know, unclear. Yeah. Yeah. There's it seems very obvious that they're gonna be able to integrate AI into their glasses over time. Yeah. But the glasses that have product market fit today are more of just like the I I think the product market fit is really with the camera, not the intelligence combined with a pair of glasses.
00:07:04 · John Coogan, Luca Ferrari
[00:07:04] S1: Yeah. Which is also surprising that we haven't seen a diffusion model, an image model because even if you don't like, Instagram in general is pretty it's it's remarkably slop free, at least my feed is. I don't see a lot of viral slop images. It it happens every once in a while, but they don't have they they have to have some twist to them. But you can imagine AI powered features, background replacement, a lot of that stuff being AI enhanced and people receiving that very positively and enjoying that. I was using Adobe like Adobe products recently and like in Photoshop they have an integration with Gemini, Nano Banana and you can plug in all the different image models and you can actually use the tools in very interesting ways. So sort of interesting. I I don't know. I would imagine that that would scale very quickly and use a lot of compute. But, yeah, maybe this is a better way. It does seem like it's easier to set up a neo cloud than a true cloud platform. Like, if they were jumping into AWS or GCP and they wanted to have databases and servers and routers and elastic compute and also load balancing and and a DNS and, you know, all the different features that come with a true cloud platform, that might be a tougher lift, might be a bigger lift. [00:08:23] S4: Yeah. [00:08:23] S1: But just saying, we have a bunch of servers. We're gonna run whatever model you want and then we will serve it serve the tokens to you Yeah.
00:08:23 · John Coogan, Jordi Hays
[00:08:23] S1: But just saying, we have a bunch of servers. We're gonna run whatever model you want and then we will serve it serve the tokens to you Yeah. [00:08:30] S0: Question what would the stock do if they announced that they were and again, I'm just like Yeah. You know, it's total hypothetical scenario. But they were just spinning out all of their AI infrastructure and commitments and Yeah. Powered shells to like a SpaceX. Yeah. It would probably rip, you [00:08:48] S1: know Maybe. [00:08:49] S0: Even harder.
00:08:49 · Jordi Hays, John Coogan
[00:08:49] S0: Even harder. [00:08:49] S1: Yeah. Yeah. Yeah. Maybe. I don't know. But, yeah. I I I keep going back to that idea of like the personal super intelligence. What do I actually want? I ran into an interesting conundrum the other day because I've been sort of disappointed by the lack of AI in meta apps, which I know I'm like the only person that feels that way because the general vibe on Instagram is like extremely anti AI. Every other every other reel is like someone chugging a 55 gallon drum of water and then doing a GPT 3.5 impression. But like Meta does have granular data about every reel I post. Some do better than others. I went to Meta AI in the Instagram app and I asked what should I do more of in order to grow my account? I'm a professional content creator essentially. This would be useful, sort of a high powered analytics tools, personalized analytics tools for what I do. I mean, the lifeblood of Instagram is the creator that actually posts. A lot of people want to know what does well. But I got this very generic LLM response. We might be able to pull it up. I think it's in I I shared the image in the timeline. Let me see if I can pull it up here. Did I text it in? Did it go in? I don't know. I can share it with the team. But I got this very very generic let me see if I can do this. This very very generic response that just said [00:10:21] S0: what did it Skill issue.
00:10:21 · Jordi Hays, John Coogan
[00:10:21] S0: what did it Skill issue. [00:10:22] S1: Skill issue, basically. Oh, don't know. It didn't go through. Anyway, it said buffer recommends focusing on sustainable organic growth instead of quick hacks like follow trains. Post reels consistently since they get 36% more reach than carousels and a 125 [00:10:41] S0: so funny to be referencing It's referencing a blog post from a social media management SaaS company. [00:10:46] S1: Exactly. [00:10:46] S0: Like, would think that if you had I mean, and clearly, they're not focused on this use case. Yeah. Yeah. But you would think that there would be an opportunity to give creators personal and super intelligence to just Yeah. Keep [00:10:58] S1: Why not? [00:10:58] S0: Creating on the platform.
00:10:58 · Jordi Hays, John Coogan
[00:10:58] S0: Creating on the platform. [00:10:59] S1: Yeah. I said use Instagram analytics to see which content converts viewers into followers and double down on it. Like, that's what I asked you to I said, what can I do better than my following? Like you have all the data about what does well. I don't want to go and look at this reel got 5,000 views, that one got 50,000 views. What's the difference here? I want you to do that. Collaborate with micro creators in your niche for authentic cross promotion rather than paid ads. Engage with responding to comments and testing out trust. It also said to optimize your profile with clear keywords in the bio and maintain a consistent visual brand. It's like A lot of that I'm already doing. A lot of that is old. And so I'm just sort of disappointed that say what you want about Muse Spark and its benchmarks or whatever. Clearly, if they wire that model up to the user's data, they should be able to integrate appropriately and they just haven't productized it properly. And maybe if I get Manus and I get an API integration, like I could get there. But like it should just live in the Instagram search box, I imagine, since they already have an LLM there. It's just legacy one. And so on the product side, it's just not enough to get to, okay, there's crazy demand for AI within the app. Adam is you ask [00:12:14] S0: it if the shareholder value is three eggs as the goose value? [00:12:18] S1: That just sounds like a like a jumble of words. Is that even a correct sentence? I don't know. But [00:12:25] S0: Sounds correct