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
00:12:25 · John Coogan
[00:12:25] S1: to I mean, honestly, the best it's place very ironic, but the best place for Instagram growth hacks these days is just Adam Messeri's front facing videos. Have you seen any of these? So he takes to Instagram. He uses Instagram very well. He goes direct, posts reels That's great. About all sorts of things. So today I got surfaced one. If you post something and it doesn't do well, should you delete it and then post it again? And he says no, because the algorithm will give the same result. And your followers who saw the first one didn't like it. They're going see it and like it even less the second time they see it. So he just he just answers a bunch of common questions. He does Q and As, and it's actually the best way to communicate and get insights into how the Instagram platform works. But it's not personalized. Like, he's just giving generic one size fits all advice. I want the Adam Messeri brain enhanced with Meta's AI Yeah. Tailored to my account. That's what I want. And like a social media co pilot. But maybe I'm in the minority here. I don't know. Maybe I'm the only one that would want this. I feel like tools for creators would be a great way to to launch this because even even like a small user, they almost everyone almost always cares about, oh, I'd love to get a couple more views on whatever, even if they're just using it. I mean, primarily a consumption tool. And so and then there's also agentic shopping, which we asked Mark Zuckerberg about at MetaConnect last year. This idea that, you know, they're Meta Ray Ban displays, they have the they have the HUD, They have AI. You should be able to look at a pair of shoes and say, order me those. And he he sort of, like, gestured towards that being one potential possible possible future. But it's crazy to me that we haven't even seen them really try to remove at least one click from the shopping experience, store some more of your data, shorten the funnel, increase conversion rates. That's good for brands. That's good for companies that advertise on Meta. It's good for Meta. It's good for users. And it just doesn't feel like that's where the energy has been in terms of productizing AI within the family of apps. And so it feels like e commerce will see agentic shopping happening. We're getting closer. Computer uses be getting better. APIs are there.