Analysis
2 days ago
Meta AI surges 2.5x in 2 months, retention at 4.5%

Deedy
@deedydasPartner at Menlo Ventures. ex-founding Glean, Google Search. Cornell CS. Investor Anthropic, OpenRouter, Modal, Wispr Flow, Inception, Prime Intellect
San Franciscodebarghyadas.com

Deedy Das
@deedydas
Meta AI has shockingly grown 2.5x in the last 2mos and is poised to be the #3 AI consumer app in the world behind Gemini and ChatGPT. Sadly, this growth is very likely inorganic given it has by far the worst retention by a mile: only 4.5% users stay in 30 days. https://t.co/QmpF087L53

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2 days ago