Instagram Reels, every mention

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Verbatim, from the transcripts: the passages where Instagram Reels comes up

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Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 1 mention

  • ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 1 mention

  • ▶ 1:28:13 Ben Gilbert With Instagram, and you look at Instagram's most used thing Reels, or you look at TikTok, and what do you see?

Meta (Audio) · Acquired Oct 28, 2024 · 6 mentions

  • ▶ 4:23:07 Ben Gilbert So we must, as fast as possible, make something like Reels just to stem the bleeding, and then we can figure out what to do from there and hopefully get to a market stalemate with them.
  • ▶ 4:24:37 Ben Gilbert It's turned into this pretty interesting dual-pronged approach that they now have, which is you open Instagram and you have Reels.
  • ▶ 4:39:59 David Rosenthal And then three, they had no way of seeing this at the time, but FAIR and AI actually becomes the way that they can catch up and re-architect to compete with TikTok via Reels.
  • ▶ 4:40:11 David Rosenthal You know, no AI, no Reels.
  • ▶ 4:40:21 David Rosenthal I mean, Reels would not have come out as fast as it did.
  • ▶ 4:40:40 Ben Gilbert I mean, it is magic how the Reels and TikTok algorithms work, and now YouTube was short, that
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