Overview of The Jaeden Schafer Podcast
This episode covers how major social platforms are shifting from treating AI as a side feature to positioning it as a core product for discovery and monetization. Jaeden reviews recent moves from Reddit (AI-powered search / Reddit Answers) and Meta (testing a standalone AI video app called Vibes), explains product changes and monetization strategies, and plugs his startup AIbox.ai’s new $9/month tier that consolidates access to 40+ AI models.
Key takeaways
- Social platforms increasingly see AI as central to content discovery and future revenue, not just an engagement tool.
- Reddit is betting on generative AI search (and curated human answers surfaced by AI) as a major long-term monetization path.
- Meta is testing a standalone AI-generated short-video app (Vibes), exploring credits/subscriptions for AI content creation.
- Both companies are experimenting with product designs to avoid spammy AI content while extracting value from their user data.
- Host’s startup AIbox.ai launched a $9/month tier that aggregates many top AI models and tools in one place.
Reddit: AI search, Reddit Answers, and strategy shift
- Thesis: Reddit believes AI is especially well suited to answer “questions that have no single answer” by synthesizing multiple community perspectives.
- Usage & growth stats shared on their earnings call:
- Search weekly active users (WAU): grew ~30% year-over-year from 60M to 80M.
- Reddit Answers (AI product): grew from 1M WAU in Q1 last year to 15M WAU by Q4.
- Product moves:
- Modernizing AI-powered answers with richer, media-heavy responses.
- Rolling out Reddit Answers in five new languages.
- Testing dynamic AI agents that appear alongside search results and extend beyond text.
- Blurring logged-in vs logged-out distinctions (planned for Q3): delivering a personalized experience to anyone by surfacing the most relevant human responses to each question.
- Treating individual responses/comments as search results (AI finds the best human-generated answers across threads).
- Revenue angles:
- Content licensing (allowing others to train models on Reddit data) reported as part of non-advertising revenue:
- Q4 content licensing: ≈ $36M (up ~8% YoY).
- Full-year: ≈ $140M (up ~22% YoY).
- Reddit perceives its large dataset of conversations as valuable for AI training and potential monetization.
- Content licensing (allowing others to train models on Reddit data) reported as part of non-advertising revenue:
Meta: Vibes app and AI video strategy
- Vibes: AI-generated short-form video feature launched inside Meta AI in September; now being tested as a standalone app.
- What Vibes does:
- Create or remix 100% AI-generated short videos.
- Add visuals, music, style adjustments; share to DMs or cross-post to Instagram/Facebook Reels.
- Feed experience resembles TikTok/Reels (swipeable AI videos).
- Usage & rationale:
- Meta reports growing engagement inside the Meta AI experience, suggesting demand for a dedicated Vibes app.
- Standalone app creates a clear home for purely AI content and helps manage spam/quality issues.
- Monetization:
- Free tier exists; Meta is likely to experiment with subscription tiers or AI credits (pay for credits to generate videos), aligned with broader tests of premium subscriptions across Facebook, Instagram, and WhatsApp.
- Host notes precedent for paid features (e.g., Instagram verification) that show direct user willingness to pay for certain add-ons.
- Context/comparison:
- OpenAI’s Sora is a comparable standalone AI-video product; early reports indicated usage challenges for Sora, illustrating demand vs. novelty tension.
- Host’s view: eventual blending of AI-generated and real video on mainstream platforms may reduce need for separate AI-only apps, but companies are exploring controlled spaces to manage content quality.
Larger industry implications
- AI is shifting from an engagement booster to a core discovery layer—platforms want to use AI to surface relevant content and create paid features.
- Companies face trade-offs: enabling creative/engaging AI features while preventing spam/low-quality AI output.
- Monetization pressures (investors, high AI R&D spending) make paid tiers, credits, and licensing increasingly likely.
Host announcement: AIbox.ai $9/month tier
- New $9/month tier on AIbox.ai.
- Features:
- Access to 40+ top AI models (Anthropic, OpenAI, Google Gemini, Meta, Mistral, Perplexity, XAI, etc.).
- Image generators included (Ideogram, OpenAI, Black Forest Labs).
- 11 Labs for audio.
- Side-by-side comparison of model outputs within chat threads; centralizes conversations so you don’t have to remember which model you used.
- Positioning: consolidates multiple subscriptions into one playground for experimenting and comparing models.
Actionable next steps (for listeners/readers)
- If you follow platform product trends: track Reddit Answers and Reddit’s logged-in/logged-out changes (Q3 rollout) to see how search and AI curation evolve.
- If you build or create content: try Vibes (or similar tools) to understand workflow, distribution, and potential monetization via credits/subscriptions.
- If you experiment with models: consider trying AIbox.ai’s $9 tier to compare outputs across models in a single workspace.
- Watch monetization models: credits, subscriptions, content licensing, and premium features are likely to be the main commercialization paths for AI features on social platforms.
Notable quote (paraphrased from Reddit CEO Steve Huffman): Reddit excels at queries that have no single answer—AI can synthesize multiple perspectives, which maps naturally to Reddit’s discussion-driven content.
