Meta's AI app has seen a major jolt in downloads since launching its Vibes feed of AI-generated videos, giving investors a glimpse of the company's artificial intelligence strategy ahead of Wednesday's third-quarter earnings. Since releasing Vibes on Sept. 25, the Meta AI app's downloads on both iOS and Android are up 56% month-to-month to a total of 3.9 million downloads as of Oct. 18, according to data provided to CNBC by mobile research firm Appfigures.
When Google launched its Gemini 2.5 Flash model - better known by its more fun codename Nano Banana - in August, it became a viral hit. Because of its ability to edit images using AI for free (or at a low cost if you're using it through the API), we wondered if it might spell bad news for Adobe, which sells competing image software. Data provided to Business Insider by Appfigures, an analytics company, reveals that as downloads of Gemini skyrocketed around the time of Nano Banana's release, downloads of Firefly, Adobe's generative AI image and video app, began to slump.
