Reels

“They built two extra data centers to be able to do the Reels algorithm, because if they didn't have that compute capacity, they could not have launched a competitor to TikTok on any normal time frame, because it was actually a compute intensive project, not ju…”

“But if a company can figure out how to like build an AI companion, which I think is going to be even stickier than reels or tick tock, because come on, it's just like, you've built a digital friend. That's always there for you.”

“And if we had the version of reels that we launched In like mid, just maybe we think it's like the summer of 20 20, in the summer of 2019. I think, I don't think TikTok isn't, I think TikTok is still big and important, but I don't think it's as big as it is no…”

“Reels went from zero to fifty billion of run rate in like a handful of years, right?”

“I think where we're inevitably headed is now when you're swiping TikTok or Reels or Sora, We're eventually gonna end up in a place where most of that content is generated on the fly specifically to target you and to capture your attention as long as possible. …”

“In many ways, the AI version of Google and stories and reels, they're all kind of similar in that they're new formats in the world that people are expecting and wanting more of. And by adding them, It becomes complimentary, not replacement. And in both cases, …”

“Like, I'm a technological determinist. If it's possible, it's going to happen, and clearly people want to, like, scroll reels on their glasses. Like, you're not going to stop them.”

“I mean, if you've been on TikTok or Reels or YouTube Shorts recently, in the past week, probably 90% of your feed is AI generated video.”

“Meta is considering launching a standalone reels app, so that would be taking video only out of Instagram to go a little more head to head with TikTok.”

“Look, my opinion is, I think I've said it on the pod already, which is that the, what we are actually talking about topically right now, the reels, the TikTok, the video feed, I believe crossed over in the last three months to being net health negative.”

“In the absence of that algorithm, which I think is just incredible, as somebody who was a voracious user of that app until I deleted it, I don't think the product is much of anything. It's probably no better or no worse than shorts or reels or some of these ot…”

“Like my last 10 reels have been completely AI-generated. Audio is AI-generated. Video is AI-generated. Script is AI-generated. News is publicly available. The editing is manual, right?”

“And so the fact that video, growing video has massively grown sends, which is a pure friend-to-friend interaction, even not even, even if you take out the real shares, because they start conversation, I might send you a funny, you know, football clip, and then…”

“In startup mode, you actually have to take a lot more bets without certain data. As a mature company, there are some massive bets you should make. Reels, virtual reality, where it turns out you're going to take a big risk to do that bet, but it's the right thi…”

“The first version of Reels failed. We tried to put it in the stories spot, like we tried to integrate it that way, it hard failed.”

“I think we've got a bunch of stuff now where we're starting to innovate. I can't really talk about it, but I think like we, we're in, we're through the catch up phase and now we're in the competing on innovation on this particular format.”

“I think that we want to turn reels into a really major monetization engine, not just an engagement engine.”

“Facebook has struggled a lot more to get reels working because that's actually a different graph. It's not just another thing you would share with your friends. It's a whole other graph of different people.”