Instagram

“People don't really realize, but, like, you can have a 100,000 followers on Instagram being, like, an Instagram model and, like, make, like, below minimum wage because, like, unless you're genuinely influential and cool and brands, like, actually think that by…”

“More than eight, 866,000 people installed it in the first week. Instagram, by comparison, only signed up about a 100,000 users in its launch week.”

“There's no, there's almost no more negative signal to me than a founder that more frequently posts about their company on Instagram than X or even LinkedIn, unless it's a consumer product company.”

“What happened was the unfollow demand was so high that the unfollow requests weren't going through on the server side. So then it looked like I unfollowed it. And then I was like, cool. I unfollowed it because it updated on the front end. It didn't update on t…”

“They're, because Llama is the number one LLM, not because people are hosting it independently. Although they are, plenty of companies are hosting Llama independently. They're the number one used LLM Because it's tucked into Instagram, and so they just have a t…”

“Most future consumer LLM usage will go through existing platforms, Google, Instagram, WhatsApp, Facebook, iPhone, Android.”

“And so this quarter did turn out to be the peak of Timu and Sheen's share of Meta advertising around Under seven percent on Facebook and just under four percent on Instagram, and they're down to around four percent and two percent respectively now.”

“It's an interesting social bandana because on one hand I'd argue that Instagram Has made it so that the real luxury consumption is experience and travel and being hot, right? Like all of a sudden like fitness is cool because like you can say you're hot and bei…”

“Instagram has shown some stats where the engagement time on their platform reduces if they remove the ads because that's the level of personalization of the ads.”

“I mean, there's, there are a lot of people that worked in the White House under Biden who used to work at Instagram. Like they were recruited straight from Meta.”

“Meta has a ton of GPUs. They just use for Instagram ads recommendations.”

“I'm actually surprised it is in productivity because X is famously in news, not in social networking. And so X will typically be at the top of the news subcategory because it would be much harder to compete in the product in the social networking category agai…”

“Like this eventually will get competed down. A lot of this will be taken by platforms, Opus Clip, or maybe even just YouTube will do it. Instagram will do it. You'll just stream to Instagram or Facebook and it will make the clips itself.”

“So when Instagram was acquired estimated around 860,000. So less than a million. DAUs.”

“Their monetization on a per minute basis is, I think, like five times lower than other platforms, like if you comp it to TikTok or Instagram”

“As you expand every platform, you think like, okay, well I can get someone from this one to that one. It tends not to work. You tend to have to just play each platform for what it is.”

“Like, no one's going to replace better digital ad position. I mean, like, I would even say in the AI world, they're even better positioned, because Google might lose digital ad share to AI chatbots, their search position in the future. So, like, no one's going…”

“On, on X, it's still very easy for an image to go viral, but if you think about, you know, Instagram, YouTube, like a standalone image just can no longer actually Get that. Escape velocity.”

“It feels like they have a research organization, but they don't have an AI product organization that's actively productizing things as quickly.”

“A New Mexico judge has ordered Meta to pay more than nine hundred million dollars And impose new restrictions on how minors in the state use Facebook and Instagram.”

“And so if Muse works its way into Instagram, which a lot of people do use, it'll probably get a lot of adoption. If it's a separate app, it's a little bit trickier.”