Reddit的AI解答与Meta的Vibes应用

社交媒体公司不再把人工智能当作一个附属功能。

Social media companies are no longer treating AI like it's a side feature.

我认为，我们越来越看到，它们正在将AI定位为用户发现内容的核心方式，并最终成为平台盈利的主要手段。

I think more and more we're seeing that they're kinda positioning it as a core way that users are gonna either discover content and then eventually how platforms are actually going to make money.

今天在节目中，我想聊聊Meta推出的一些新动态。

Today on the show, I wanna talk about some new things coming out of Meta.

他们正在测试一款独立的AI生成视频应用。

They're testing a stand alone app for AI video generated content.

还有Reddit，他们正将AI搜索作为下一个盈利方式，这非常有趣。

And also Reddit, who is looking to AI search as kind of their next money making monetization method, which is really interesting.

在深入讨论这些之前，我想分享一下我自己的初创公司aibox.ai的一些令人兴奋的消息。

Before we get into all of that, I wanna say some really exciting news out of my own startup, aibox.ai.

我们刚刚推出了每月9美元的订阅层级。

We've just launched a $9 a month tier.

在aibox.ai上，我们有一个平台，让你可以访问来自Anthropic、Google、Meta、Mistral、OpenAI、Perplexity和x AI的40多个顶级AI模型。

So on aibox.ai, we have a playground that gives you access to over 40 of the top AI models from Anthropic and Google and Meta, Mistral, OpenAI, Perplexi, x AI.

有很多非常酷的图像生成器，比如 Ideogram、OpenAI 和 Black Forest Labs。

There's a bunch of really cool image generators like Ideogram, OpenAI, and Black Forest Labs.

当然，还有 Eleven Labs 用于音频生成。

And then, of course, Eleven Labs for audio.

所以你只需每月 9 美元就能获得所有这些功能。

So you get all of that for $9 a month.

你可以访问所有这些不同的模型，并在聊天线程中对比它们的生成结果。

You get access to all of those different models, and you can compare the results side by side in a chat thread.

我最喜欢的一点是，这里是我进行所有 AI 聊天的统一入口。

So the thing I love about it is it's one place that I could go to for all of my AI chats.

我不必再记着，嗯，我刚才和 Anthropic 还是 OpenAI 或 Gemini 聊的？

I don't have to remember, you know, was I having this conversation with Anthropic or with OpenAI or Gemini?

因为我用它们各自来做不同的事情。

Because I use all of them for different things.

所以如果你想把所有的 AI 聊天整合到一个地方，快去试试 aibox.ai，看看我们刚刚推出的每月 9 美元新套餐。

So if you wanna consolidate and keep all of your AI chats in one place, go check out aibox.ai and check out our brand new $9 a month tier that we have just launched.

好的。

Alright.

让我们来看看AI和社交媒体发生了什么。

Let's get into what's going on with AI and social media.

所以，Reddit刚刚提出了一个非常有趣的案例。

So Reddit has just made a really interesting case.

他们在周四向投资者表示，AI驱动的搜索可能成为Reddit最重要的长期收入机会之一，这很有趣。

They they you know, they were talking on Thursday to their investors, and they said that AI powered search could become one of the most important long term revenue opportunities for Reddit, which is interesting.

这是在他们第四季度财报电话会议期间提出的。

This was during their fourth quarter earnings call.

因此，Reddit的所有高管似乎都在积极地将传统搜索体验与生成式AI搜索融合在一起。

So all of the executives over at Reddit were, I think, really actively kind of merging their traditional search experience with generative AI search.

但他们指出，虽然搜索功能尚未实现盈利，但这里存在巨大的机会，我觉得这很有趣。

But they suggested that while search wasn't yet monetized, that there was a huge opportunity there, which I think is interesting.

对吧？

Right?

我的意思是，我们显然看到谷歌在靠搜索盈利，但他们已经这么做了好多年了。

I mean, we see Google obviously monetizing search, but they've been doing that for years.

所以AI和搜索并不是什么新鲜事。

And so AI and search isn't anything new.

我们看到Perplexity在这个领域是一个重要的参与者。

We see perplexity as kind of a big player in the space.

但目前，Reddit的赌注是，生成式AI更适用于人们在Reddit上实际提出的问题类型。

But right now, Reddit's bet is that generative AI is better suited to the kinds of questions that people actually ask on Reddit.

这是他们的首席执行官史蒂夫·霍夫曼所说的。

So this is what their CEO, Steve Huffman said.

他说，有一种查询类型是我们特别擅长的。

He said, there's a type of query we're particularly good at.

我认为这是互联网上最擅长的，就是那些没有单一答案的问题。

Would argue the best on the Internet, which is questions that have no single answer.

答案实际上是来自许多人的多种观点。

The answer is actually multiple perspectives from lots of people.

所以他的观点基本上是，传统搜索引擎，比如谷歌，我认为甚至可以包括Perplexity，本质上都是为导航优化的。

So his argument basically is that traditional search engines, Google, but I think you could even say perplexity in this, are basically optimized for navigation.

它们帮助你找到链接或目的地。

They help you find a link or a destination.

而他说，相比之下，这些大语言模型是在综合内容、细微差别，然后呈现一些相互竞争的不同观点，这自然契合了Reddit以讨论为导向的内容。

And he's saying that these LLMs, by contrast, are synthesizing content, nuance, and then they're kind of showing some competing different viewpoints, which naturally maps to Reddit's discussion driven content.

他认为，这种组合正是Reddit未来的发展方向。

He thinks that that combination is where Reddit is gonna be headed.

他说，用户行为表明这一策略正获得大量认可。

He said user behavior is basically showing that the strategy is gaining a lot of traction.

因此，Reddit告诉投资者，过去一年中搜索功能的周活跃用户增长了30%，从6000万增加到8000万。

So Reddit told their investors that weekly active users for search grew 30% over the last year, up from 60,000,000 to 80,000,000.

他们表示，其AI驱动的产品Reddit Answers增长得更快。

They said that their AI powered product, Reddit Answers, has grown even faster.

它从去年第一季度的100万周活跃用户增长到第四季度的1500万。

It went from 1,000,000 weekly active users, in q one last year to 15,000,000 by q four.

所以，Reddit 现在正在投资，致力于让这些 AI 回答更加丰富、更具吸引力，他们表示正在现代化界面，以纳入更多多媒体形式的回复。

So Reddit is now investing in basically making those AI Answers really rich, really engaging, and they said that they're modernizing the interface to include more media heavy responses.

他们目前正在进行多项试点项目，同时也将 Reddit Answers 推出了五种新语言，并在测试与搜索结果并列出现的动态 AI 代理，这些代理甚至能生成超越文本范围的结果。

They've done a bunch of pilots that are kind of underway right now, but they also rolled out Reddit Answers in five new languages, and they're testing dynamic AI agents that appear alongside search results, including results that kind of extend beyond the text.

这真的很有意思。

So this is really interesting.

我认为，在他们推出的这些不同产品更新背后，隐藏着 Reddit 对自身定位的重大转变。

I think underneath of all of these different product updates that they're rolling out, there's kind of a bigger shift in how Reddit is looking at themselves.

所以，如果你听一听他们高管对投资者的讲话，会发现挺有意思的。

So it's kind of interesting if you listen to like some of their executives talking to investors.

他们基本上在说，他们正在为一个未来做准备——在这个未来里，Reddit 不仅仅是一个社交网络，而这是我们所有人熟知的 Reddit。

They're basically saying that they're gonna prepare for a future where Reddit isn't just a social network, which is, of course, what we all know Reddit for.

它一直是一个社交网络。

It's always been a social network.

但他们表示，Reddit 将更多地成为一个寻求答案的目的地。

But they're saying that this is gonna be more of a destination for answers.

对吧？

Right?

所以，我的意思是，我们已经习惯了，而且他们这样区分还挺有意思的。

So, I mean, I think we're used to and and it's kind of interesting how they're how they're separating that.

作为这一转变的一部分，他们计划消除登录用户和非登录用户之间的区别，并将在今年第三季度开始实施。

As part of that transition, they're kind of planning to eliminate the distinction between logged in and logged out users, and they're gonna start doing that in the third quarter of this year.

取而代之的是，Reddit 将提供一种个性化体验，利用人工智能和机器学习向你展示最有可能回答你问题的用户回复。

And instead, Reddit is gonna be basically a personalized experience that uses AI and machine learning to show you the responses of people that would most likely answer your question.

对吧？

Right?

比如，如果你提出一个问题，他们会从与你问题相似的帖子中提取回答，并展示最有可能回应的那些。

So like if you ask a question, the answer they're gonna pull answers from threads similar to your question and show the ones that are most likely to respond.

这不仅仅是AI生成的答案，而是AI寻找最有可能回答你问题的人类生成的答案。

So it's not just AI generated answers, it's like AI finding human generated answers that are most likely to answer your question.

这真的很有趣。

It's really interesting.

基本上，他们会根据任何访问者的身份来定制内容，无论他们是否有账户。

And basically, they're gonna tailor the content to whoever shows up regardless of whether they have an account.

所以，他们不仅能为登录用户做到这一点，也能为未登录用户做到。

So they're able to do this not just for, you know, users that are logged in, but also logged out.

我的意思是，他们基本上是在说，Reddit 就是互联网，如果用一个老式的比喻来说，就像在 Google 上搜索，但不是显示一堆网站，而是展示大量用户的特定回复，并且这些回复是围绕问题组织起来的。

I mean, basically, they're saying Reddit is the Internet and, you know, they're if you could look at an old analogy, it's like searching on Google and instead of showing a bunch of websites, they're showing a bunch of people's specific responses, but they're organizing responses to questions.

所以，不像过去那样，我想你以前上 Reddit 时，会问一个问题，然后看到一个帖子，再大致浏览一下帖子下的评论。

So it's not just like you know, in the olden days, I think you'd go on Reddit, you would ask a question, you would see a thread, and you'd kinda rethrow the comments on the thread.

但也许帖子中的某些评论并不符合你的观点，或者与你问题的特定部分无关。

But maybe some of the comments on the thread don't align with what you believe or they aren't relevant to your particular part of the question.

对吧？

Right?

因为 Reddit 上的很多帖子都会出现这种情况：有人问了四个问题，然后人们分别回答其中的不同部分。

Because a lots of threads on Reddit can have, you know, someone asks like four questions, then people answer different parts of that.

也许你只需要被回答其中某一个部分就够了。

Maybe you only need to be answered to one part of this.

所以这是一个非常有趣的概念，他们将回复本身视为结果，并向你推送最有可能回答你特定问题的回复。

So it's really an interesting concept that they're treating the responses themselves as results and feeding you the responses that are most likely to answer your particular question.

真的很棒。

Really cool.

所以目前他们表示，他们也在超越自己的平台进行探索。

So right now they they said that they're also kind of looking beyond just their own platform.

他们有内容授权业务。

They have content licensing.

他们有一个内容授权业务，基本上允许其他公司使用他们的数据来训练人工智能模型。

They have a content licensing business, which basically lets other companies train AI models on their data.

他们表示，这项业务增长了很多。

They said that that's grown a lot.

他们报告称，这项收入属于Reddit的非广告类别，大约在第四季度增长了8%，达到约3600万美元。

That revenue is about, they reported that it's under, Reddit's non advertising category, which is about, I think it grew about 8% year over year to about $36,000,000 in the fourth quarter.

全年收入则增长了22%，达到1.4亿美元。

And that's up 22% to 140,000,000 for the full year.

所以去年，他们赚了1.4亿美元。

So last year, it's a $140,000,000 that they made.

我认为现在，显然AI正在增长。

I think right now, obviously, AI is growing.

对它的需求也在增长。

The demand for it is growing.

我认为Reddit庞大的数据和人类对话库是一个极其宝贵的资产。

I think Reddit's huge kind of pile of data and human conversations is just a super valuable asset.

而且我认为Reddit并不是唯一一个在思考AI将如何改变社交平台的公司。

And then I think Reddit isn't alone in thinking you know, in trying to like rethink how AI is going to change social platforms.

所以我想聊的另一个故事是Meta，以及他们如何为AI改造自己的平台。

So the other story I wanted to talk about is Meta and how they are also changing their platform for AI.

他们在周四表示，正在测试Vibes的独立版本。

They were talking on Thursday, and they said that they are testing a standalone version of Vibes.

这基本上是一个AI生成的视频应用。

So it's basically an AI generated video app.

你可以把它看作是与OpenAI竞争，他们推出了自己的独立视频应用Sora？

And you can I mean, it's basically like competing with OpenAI who made Sora their own standalone video app?

现在，Sora我看到很多新闻标题说它的使用量已经大幅下滑。

Now Sora, I've also seen a lot of news headlines that it has kind of, crashed in usage.

它曾经是个有趣的小工具，人们会去那里玩一玩。

It's, you know, it was like a fun tool that people would go on there and use.

我记得当时申请它特别难，但我拿到了很多邀请码。

I personally remember it was a a big pain, but I got a lot of people, invite codes.

他们能注册是因为当时是邀请制的。

They could sign up for that because it was like invite only.

我玩了几分钟后，说实话，我不想刷那些AI生成的垃圾视频，就直接放弃了。

And after, you know, I don't know, playing with it for a couple minutes, I mean, I didn't really wanna scroll through AI slop videos, so I just moved on.

我觉得它还没完全死掉，但我真不觉得非得有个专门的AI生成视频平台不可。

I think I don't think it's, like, completely dead, but I don't really think you need to have, like, an AI generated platform for video per se.

我觉得最终，当AI视频生成器足够好，人们根本分不清真实画面和AI生成画面时，大家很可能会把两者融合，重新回到你一直使用的那些常规平台。

I think eventually if people are just using AI and it's you know, once the AI video generators are good enough and they don't it's hard to differentiate between real footage, think people are gonna probably just start merging the two and you'll just go back to using the regular platforms that you have always used.

但我觉得很多公司都在想，我们不想生成大量垃圾内容，把整个互联网都刷满。

But then I think a lot of these companies are like, well, we don't wanna generate tons of slop and spam the whole internet.

所以我们想打造一个专门的地方，里面全是AI生成的内容。

So we wanna build like a cuss a specific place where it's just AI generated.

我觉得他们正面临很多这类问题。

So I think there's a lot of those kinds of things that they're grappling with.

而Meta显然正处在这一切的中心。

And Meta evidently is in the middle of all of that.

Vibes于九月上线，内置于Meta AI应用中，但它允许你创建和分享完全由AI生成的短视频。

Vibes launched in September, and it's just inside of the Meta AI app, but it basically lets you create and share short form videos that are I mean, they're just a 100% AI.

我觉得它的信息流看起来和TikTok或Instagram短视频非常相似。

And I think the feed looks really similar to TikTok or, like, Instagram reels.

对吧？

Right?

你只是不断滑动浏览，但所有内容都是AI生成的。

You're just swiping through it, but everything's AI generated.

Meta实际上并没有分享任何具体的使用数据。

Meta didn't actually share any specific usage numbers.

我认为，与Instagram、Facebook和WhatsApp相比，所有这些数据都会显得微不足道。

I think everything's gonna look tiny compared to Instagram, Facebook, and WhatsApp.

但他们确实表示，Meta AI内部的互动量正在大幅增长，我认为他们将此视为一种信号，表明市场对独立的Vibes产品及其独立运营存在需求。

But they did say that engagement inside of Meta AI is growing a ton, which I think they kind of view as a signal that there is demand for a dedicated Vibes product and and them spinning that out.

他们还表示，虽然许多用户已经在Meta AI中使用AI生成的内容，但他们认为一个独立的应用程序将为创作者和观众提供一个清晰的专属空间来集中使用这些内容。

They also said that while a lot of users are already using AI content inside of Meta AI, they said a standalone app would basically give creators and viewers a really clear home for a lot of that.

因此，Vibes允许用户从零开始创建视频，或者对你在动态中看到的内容进行混剪。

So Vibes lets users create videos from scratch or you can remix content that you see in your feed.

在发布之前，创作者可以添加视觉效果。

Before you post, creators can add visuals.

对吧？

Right?

所以你可以添加音乐，或者调整一些风格。

So you can add music or you can kind of adjust some of the style.

然后，完成的视频可以直接在Vibes内分享，你也可以把它们发给好友，或者跨平台发布到Instagram、Facebook，或者Reels之类的平台。

And then finished videos can be shared straight inside of Vibes, and then you can also, you know, send them in DMs or, you know, cross post to Instagram or Facebook or, you know, Reels, all that kind of stuff.

所以Meta表示，目前他们正通过这款应用进行协作式分享。

So Meta says that right now they're kind of doing this collaborative sharing, through their app.

他们说这变得越来越受欢迎。

They said it's getting really popular.

很多视频都被私下发送给了朋友。

A lot of videos are being sent privately to friends.

对吧？

Right?

所以这不仅仅是把AI内容发到我的公开动态里。

So it's not just like, oh, public my public feed of AI stuff.

更像是你制作一个有趣的AI视频，然后发给朋友。

It's like you might go make a funny AI video, send it to a friend.

可能是你发给他，也可能是他发给你。

Maybe it's them or you.

我认为，正因为如此，这一点现在正好契合了Meta更广泛的盈利策略。

And I think that right now, because of this, this kind of fits inside of Meta's broader monetization strategy.

策略。

Strategy.

他们已经表示，正在Facebook、Instagram和WhatsApp上测试新的高级订阅服务，我认为他们计划探索AI功能的订阅模式。

They already said that they are testing new premium subscriptions on Facebook and Instagram and WhatsApp, and I think that they're gonna plan to kind of explore some subscriptions for AI features as well.

你看Instagram，他们仅仅通过推出蓝色徽章——即每月15美元的付费认证功能——就赚了巨额收入。

I mean, you look at Instagram and I think they made an insane amount of money just by adding the blue check mark, like the verified, pay to be verified on Instagram for $15 a month.

我觉得这个功能非常受欢迎。

I think that was really popular.

我觉得他们从这个功能中赚了很多钱。

I think they made a lot of money from that.

因此，我认为他们正在寻找更多像Vibes这样的盈利方式——用户需要购买积分和AI积分才能生成视频，这似乎行之有效。

And so I think they're looking at more ways to monetize using something like Vibes where you'd have to get credits and AI credits to actually go and generate videos seems to be, what's working.

他们目前提供免费版本，但我认为他们即将推出付费订阅，用户可以获得更多积分，并且未来可能还能使用更优质的模型。

They right now have a free tier, but I think they're gonna introduce kind of a paid, you know, a paid subscription where you get more credits and probably better, you know, better models in the future.

所以我认为，如果你纵观整个系统和当前整个行业，无论是Reddit还是Meta，它们都在朝同一个方向发展。

So I think if you look at the whole, you know, the whole system and the whole industry right now between Reddit and Meta, both of them are kind of going in the same direction.

我认为，社交平台正越来越把人工智能视为不仅仅是提升用户参与度、让用户更频繁使用平台的工具。

I think social platforms are increasingly seeing AI not just as, like, a tool to enhance the engagement and get people to use them more.

它们更看重人工智能作为帮助人们发现新事物的途径，同时也将其视为未来的新型收入来源。

I think they're looking more AI as a way for, people to discover new things, but also to eventually become new revenue streams.

对吧？

Right?

因此，目前有一个巨大的疑问：人工智能是否会重塑社交媒体？但我认为更重要的是，这些公司如何将这一点转化为可持续的商业模式，毕竟你看看Meta在人工智能上花了多少钱，人们当然会说：‘哦，他们负担得起亏损。’

And so I think right now there's a huge question about whether AI is gonna reshape social media, but also I think it's gonna be how these companies are gonna be turning this into a sustainable business because you look at how much money Meta is spending on AI and of course people are like, well, they can afford to lose money.

看看扎克伯格对元宇宙做了什么，只是烧掉了数十亿美元。

Look at what Zuckerberg did to, you know, the metaverse just burning billions of dollars on it.

但我认为，投资者终究不喜欢这样，公司自己也不喜欢这样。

But I think inevitably investors don't like that, and the company doesn't like that.

所以我认为，他们确实希望从这些大量投资中获得收益。

And so I think they they do want to make revenue off of a lot of these investments.

由于Meta进行了大量投资，我不惊讶会在不久的将来推出一些付费层级，让用户付费以获取更多这些AI功能。

And because Meta has invested so heavily, I would not be surprised to see some some paid tiers in the very near future where you can pay to get access to more of these AI features.

非常感谢您今天收听这个播客。

Thank you so much for tuning in to the podcast today.

如果您想以每月仅9美元的价格，获取来自Meta、OpenAI、Anthropic、Google Gemini、Eleven Labs等所有公司的最新AI模型。

If you wanna get access to all of the latest AI models from Meta, but also from OpenAI and Anthropic and Google Gemini and Eleven Labs and everyone else for only $9 a month.

我们刚刚在aibox.ai上线了每月9美元的会员服务，您可以访问超过40个顶级AI模型。

We just launched a $9 a month tier on aibox.ai where you get access to over 40 of the top AI models.

如果您想了解详情，简介里有链接，访问aibox.ai，您可以取消所有每月20美元的其他平台订阅，把所有功能集中到一个地方。

If you wanna go check it out, there's a link in the description, aibox.ai, and you can cancel all of your $20 subscriptions to all of your different platforms and get it all in one place.

非常感谢您的收听，我们下一期再见。

Thanks so much for tuning in, I'll catch you in the next episode.