Meta AI’s App Downloads and Daily Users Spiked After Launch of ‘Vibes’ AI Video Feed

Why It Matters

The growth suggests Meta is gaining traction in the AI content market and may be siphoning engagement from rivals or capturing users locked out of invite‑only competitors, with potential implications for market share and competition among AI chat and video generators.

Summary

Meta’s AI mobile app saw a sharp uptick in users and downloads after introducing its Vibes short‑form AI video feed, with daily active users rising to 2.7 million as of Oct. 17 from about 775,000 four weeks earlier and installs climbing to roughly 300,000 per day versus under 200,000 weeks prior (compared with just 4,000 daily downloads a year ago). The surge, which began after the Sept. 25 Vibes launch, coincides with heightened interest in AI video following OpenAI’s Sora release, though Similarweb cautions its data doesn’t prove causation and may not capture Meta’s internal promotions. The growth suggests Meta is gaining traction in the AI content market and may be siphoning engagement from rivals or capturing users locked out of invite‑only competitors, with potential implications for market share and competition among AI chat and video generators.