Meta Platforms User Trends

Investments
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OpenAI’s TikTok-like Sora threatens social media but Meta’s strong network effects limit near-term risk

  • On September 30, OpenAI launched Sora 2, a TikTok-like app that enables users to generate up to 15 seconds of AI video, share the videos and remix other creators’ videos into original content.
  • The app quickly gained traction, now topping Apple app store and commanding more than 1 million downloads despite being invite-only and only available to US and Canada users.
  • We currently think the impact to Meta Platform’s user engagement is low given the company’s strong network effects but we will be monitoring it closely.

Threat from OpenAI’s TikTok-like Sora (Notion)

Meta Platforms AI Developments
Meta Platforms AI Developments
Meta Platforms AI Developments