Threads hit 100 million users in five days. If 20% of Instagram's 1.5 billion users switch over, Threads would dwarf Twitter's active base. The real question: did Twitter fail because the idea doesn't work, or because Meta can execute it better.
Chapters
Threads versus Twitter. 5 days in and they've reached 100 million users, making it the fastest growing product of all time. Instagram has about 1.5 billion users. If 20% of Instagram's users come on board, it's now bigger than Twitter. The interesting part is Twitter's the most abandoned product ever. So more than 1 billion people have signed up for Twitter or tried Twitter and then been like, "Nah." I don't get it. I'm good. The big question is, is that because the idea of Twitter doesn't appeal to that many people or that Twitter's execution was not good enough to hook those people? If it's the idea, then those same people who try Threads will eventually bounce. But if it was the execution, if it was that Twitter didn't hook them properly, then they're screwed. Because if there's one thing that the Instagram and Facebook teams are going to do well is they're going to execute.