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It just launched Meta AI in the search tab for Facebook, Instagram and WhatsApp as you mentioned. Of course, that gives it a built-in audience. By our estimates, only 43% of U.S. Facebook users need to use Meta AI in order for it to be as big as ChatGPT on a monthly basis, but-. Marcus Johnson:. Wow.

Facebook, Instagram, WhatsApp or Facebook Messenger. 40 of the 100 would have access to one of those. And the last one, this is shocking. More people in the world would smoke than own a car. If the world was 100 people, 22 would smoke and 17 would own a car. Blake Droesch:. Wait, so does that mean 17% of the people in the world own a car, and 22% of the population smokes? Marcus Johnson:. Yep.

Twitter took them five, WhatsApp over three, Instagram over two. Even TikTok took nine months. Threads gained to 100 million plus in five days. Is this more flash in the ban? Blake Droesch:. There's a lot of smoke around that because of just the massive marketing push that Meta did around Threads.

I know Meta has been working on designing this complete interoperability across all its apps, so I think that there's real potential here for an even larger walled garden in a way with services for users, businesses, across WhatsApp, Facebook Messenger, Facebook Blue and Instagram. So tons of potential there. Marcus Johnson:. All right. Max, you're up.

To protect folks privacy, Europe's highest court just barred Meta from combining data collected about users across platforms, Facebook, Instagram, WhatsApp, and outside apps and sites, unless it got real consent from people, which is why it's doing this. Question is how much will the ad free tier cost per month on mobile devices? How much will the ad free tier cost per month on mobile devices?

But at the same time, there are lots of great ways to already do that like WhatsApp. So why create a new platform? It's back to the network effect. If people aren't on it, it's not going to work. Marcus Johnson:. Stephanie? Stephanie Taglianetti:. Yeah, I mean, I don't know if the feature that's being talked about is fun but I can see why it might be useful.