Threads

“If you work in the tech business, if you're a technologist, it's where the conversation is. And so it's not on threads. It's not on Reddit. Like it's definitely not in Facebook group. Where else would you go? It's the only place that you can go. To have that c…”

“As three inveterate Twitter junkies here, we know what the action is, and it ain't on threads, okay?”

“We think Twitter, there was a Twitter exodus and it went to like most people think the Twitter exodus went to blue sky and to threads and originally a little bit to mastodon. I would make the case that a lot of it went to discord.”

“According to measurement company Mondo Metrics, Taylor Swift and New Heights reached half a billion views across all of the podcast episode across social media in under 24 hours. Three hundred and seventy nine million on Instagram, sixty one million on X, fift…”

“Four is Threads, which apparently just crossed four hundred million monthly active users.”

“There's, like, a tone set by the network and, like, the community, and then whatever that tone is, it will just accelerate, right? Because people feed on each other, right?”

“If you can find a piece of content of performance art that is loved on threads and acts and Instagram, that is, like, a God content piece. Like, I'm not sure it's doable, right? Because the networks are so specific.”

“I think it's possible to do good work in any medium. Like, there are people who do great stuff on TikTok, great stuff on Instagram Reels. There are people posting on Blue Sky and X and Threads that I, like, learn from. There are amazing YouTube videos that I'v…”

“With something like a blue sky, you have now have blue sky, you have threads, you have Instagram, you have Twitter, and instead of like one winning out, which there won't be an absolute winner, you're just going to have diluted experiences everywhere”

“No. I think it's just a hissy fit to a degree. Like, and I feel like, you know, it's been that, like there's been threads was kind of the same.”

“I would bet so. Like I could be wrong, but it feels like in terms of the herd instinct of folks and the herd instinct of tech press and whatnot, there's more now than there was when Mastodon and Threads and everything else launched a few years ago, including B…”

“I think folks are so fed up with the threads that I feel like they've kind of missed the boat, so to speak.”

“It's just too algorithmically driven. Everything is engagement-based. All the posts you see is like people being angry”

“Threads has added fifteen million users since the start of November”

“One thing we can tell you, say for sure is it doesn't look like threads is working. I mean, threads added fifteen million people since the start of the month. And Michael Learmonth, who I work with as an editor pointed out to me, he's like, does it feel like t…”

“Hopefully in the next few years, five with threads, if that continues scaling.”

“Hopefully in the next few years, five with threads, if that continues scaling”

“It used to be, like, a 100,080 to a 100,000 installs but now you have these companies that are just spending extraordinary amounts on ads and, or injecting it into one of their other apps. So between Threads, Timu, and all these other apps that are kind of spe…”

“The Threads No Politics policy hitting some internal debate, so we don't have to go deep into Threads, but we've talked at length about both how it kind of emerged as this breath of fresh air from the fierce debates on X, Especially around politics, and its wh…”

“You know, which to me suggests that this asset is, is now a declining asset. Like they're now in a position where they want to just harvest it, monetize it as much as possible while moving on to the next thing, which is probably threads fine.”

“I don't think the, I think the product is quite good, but I think if you look at the arc of Meta, I don't think Threads is going to be a huge part of the story.”

“More aggressively distributing threads than any asset they've ever distributed in maybe over five years, maybe 10 years.”

“Things like threads and ideas like threads were in that team all of the time.”

“I think their biggest problem is they need DMS, you know, like this whole, like punt me back over to Instagram to do my DMS is just like, not right.”

“I just don't think we're going to get to a place where it's like they kill Twitter. What you're going to get to is a place where it's also a text-based social network-y interesting thing with a lot of cross-posting.”

“Zuckerberg is going to blow in excess of a billion dollars on threads, and it will fail. It already has failed, because you can't take an existing problem with an existing solution, launch exactly the same shit, tell the world it's better, and have the world e…”

“I mean, Threads will prosper, I believe, and again, you know, it'll just be another click for advertisers who understand the Facebook marketplace versus The Twitter ad marketplace is much harder to access. So I think the way Treads wins is the revenue spiral v…”

“And I think the challenge here with threads was, on day one, if you're completely porting over the graph, it's very hard for someone to suddenly say, hey, now I'm gonna, I wanna start from zero and become really large on threads. Because already the game is ri…”

“I made a bet that they would have less than a million users in a year. And I put 10 K on it.”

“I would say threads does not work. Maybe it teases along at five million DAU with hardcore small numbers. And I would say Twitter has modest growth to Two 75, 300 with election spikes.”

“Do I think it's likely to outcompete Twitter? No. I think Elon is more likely to ruin Twitter himself than Threads is to outcompete.”

“We will build over time, I think, a graph sync option. So if you want Just to have the same graph, you can, and we can make sure that stays in sync for you.”

“And I think that's, it is no way it would have been as successful if you had to bootstrap the graph from scratch.”

“We weren't going after tech, we weren't going after news, we weren't going after politics. We were focused on musicians. We're focused on fashion. We're focused on athletes. We're focused on beauty”

“No. We talked about it, but no.”

“I care every bit about, every bit as much about making sure that the, even, maybe even more, that the platform is culturally relevant than the, sort of, the big number of users.”

“Months, many months, minimum.”

“Like, for instance, on Threads, he was the one who was like, you guys should just try to build a separate app. And we were really trying to figure out a way to do it in the main app, because it seemed like It would be much more likely to succeed, and he was by…”

“The team really properly formed a little less than five months ago, or five months ago. We started working on it a little before, but the team didn't really form properly until maybe five months ago. Dozens. Fifty-something engineers. Three PMs, three designer…”

“So it'll be, the two things I'll focus on most for the next year will be the creator community, specifically, not only how many of them use the app, but how many of them share the app as a place for their creativity, and then retention for the average user.”

“And it's got a hundred and fifty million signups. And quote unquote, tens of millions of daily users.”

“Trending topics and search are the two ways things that tend to drive dog piles. And tend to drive everyone rushing to scream at somebody.”

“Speaking from a business perspective, news is a lot more trouble than it's worth. It's not actually particularly good for business because it's a huge amount of aggravation and toxicity and anger and problem. And it doesn't actually drive a lot of, it certainl…”

“And so whether it's that or whether you were following all of your friends, that doesn't necessarily matter very well. To the kind of text that you might want to see, because it, you know, when you follow people in a text-based format, you might want to get pe…”

“And the same thing here, Meta is not building for people who've got 35 alphabetized lists. Meta is not building for people who use RayX to do searches on Twitter. Meta is not building for people who follow 20,000 people and use TweetDeck. It's not building for…”

“And, but the point is like, I've got like almost 400,000 followers. And I think I've got like 10 or 12,000 followers on, on threads. I get more likes on threads than I do.”

“Like the general point here is you cannot build a business there because you can't trust that they won't do something stupid or shut it down tomorrow. And that's probably the biggest long-term positive for threats. Is Elon is going to keep doing this. He's goi…”

“All people who think that Elon Musk is brilliant, and if you point out that any particular problem or mention him in anything but less than sycophantic terms, they're all going to stay, they're not going to go to Threads. All the Nazis are going to go, I'll st…”

“As a standalone product, I tend to think it's DOA for the most part.”

“I did post on the Threads yesterday as one of 2500 early adopters.”

“I actually am pretty optimistic. I think this will work. Now, whether it kills Twitter or just becomes yet another place you post things, I think is TBD. Like, I don't, it's hard to see it killing Twitter”

“Now it does mean it'll monetize much worse, right? Like text monetizes terribly. So it's not like, I don't think it's hard for me to imagine it being financially like deeply meaningful, but I think it'll be a great application.”

“No, I don't think I will. I don't think it's going to be a neat, like a techie BC community. I think it's going to be, like, a more mainstream Instagram community.”

“Yeah, I mean, I think that whatever, the three percent pop in Facebook stock this morning was worth half of, was a twenty billion dollar pop on, I believe, mostly this news.”

“All they need to do is convert, I guess, about 18% of Instagram to threads, and they'll have an app the size of Twitter.”

“The nice part about ripping off Twitter, if that's what this is, which it is is no one likes Twitter. So no one's like, oh, you ripped off Twitter.”

“And then I think what'll happen is, is like, it'll just evolve in a different direction, and that'll be good. Like, the graphs will rapidly diverge”

“I mean, I just don't think it's I don't think it's existential for Twitter. But I do think it's existential for Twitter ever being a hundred billion dollar company, right?”

“I think that the mainstream audience is going to be on threads and it's going to be powerful. And so I think to Sam's point, that distribution, Advantage can't be ignored and it will be very powerful three years from now, no question.”