Meta's Instinct AI generated 1,000+ DMs from a single reel, signaling extraordinary consumer demand.

An Instagram reel about Instinct generated over 1,000 DMs requesting invite codes, an unprecedented consumer demand signal.

“I did an Instagram reel on it. I had over a thousand DMs asking for invite codes. I've never had a thousand DMs on the back of a reel.”

Meta will make Muse accessible in Messenger and iMessage as part of an all-in AI bet.

“I've just got to assume they're going to make it accessible in Messenger make it accessible on you know iMessage etc. But it seems to me if there was one thing that Meta should do within the world of AI, it would be this. It's hard to imagine spending, you know, 100 billion plus on AI, saying that we're going to build the personal AI and then not putting all your effort on this. So, I agree with you, Jason. I think this has to be an all-in meta bet.”