Will Threads have more daily active users than Twitter by the end of 2024?
384
closes 2025
20%
chance

Get Ṁ500 play money

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Sort by:
a2bb avatar

How do you even tell? By their reported numbers? They're almost arbitrary.

1 reply
a2bb avatar
Неточка Незвановаbought Ṁ5 of YES

@a2bb Do the thousands of accounts that were used to inflate the twitter follower counter in the neighboring market count in DAU?

chrisjbillington avatar
Chris Billington

I barely hear threads ever mentioned, nearly forgot it exists. Seems like most of the worlds in which this resolves YES are worlds where Twitter self-immolates, rather than one where Threads actually becomes more popular.

1 reply
JustifieduseofFallibilism avatar
Justified use of Fallibilismpredicts NO

@chrisjbillington Or threads is somehow closely coupled with Instagram or Facebook or WhatsApp and so somehow lots of people become users.

jbca avatar
jbcabought Ṁ50 of YES

End of 2024 leaves a lot of time for Meta to use its other platforms to boost Threads. I'm not sure if it's probable but buying since I think it was undervalued at 20%.

AndyMartin avatar
Andy Martinpredicts YES

how will this handle Twitter's transition to "X" and the possible addition of other types of functionality to the app (sending $, etc)? it seems like this should be comparing Threads users against the users of the "Twitter component of X" - could you confirm if that will be the case?

PatrickDelaney avatar
Patrick Delaney

@PatrickDelaney At the same time, Twitter seems to have gone down in rankings vs. Instagram this year. I wonder if we are going to see a small amount of decentralization of social media. Maybe it's not a huge trend but it could impact the final outcome.

https://www.similarweb.com/top-websites/

PatrickDelaney avatar
Patrick Delaney

firstuserhere avatar
firstuserherepredicts YES

@PatrickDelaney threads is nowhere close to a finished product yet. I wasn't expecting it to keep rising in the short term anyway. They'll have a huge influx of users and then flatten out for a while and see their DAUs dipping. Then one by one they start adding features and improving the platform and integrate it with instagram better. Then, maybe 5-6 months from now, we see their DAUs rising, and if in the mean time they can keep their marketing up, which they absolutely can, we will see a coinciding downward trend for twitter which will also stabilize with a very different type of user base. Threads will not be a twitter replacement, not in my current POV, it will be more of what instagram captions are like but for stuff like raising social awareness which is currently done via stories feature of instagram

PatrickDelaney avatar
Patrick Delaney

@PatrickDelaney

Two more:

firstuserhere avatar
firstuserherepredicts YES

Wow, threads has already reached 100 million users.

wustep avatar
wusteppredicts YES

how does one even get MAU/DAU numbers from twitter anymore? 🤔

1 reply
BTE avatar
Brian T. Edwardspredicts YES

@wustep They still report them for advertising purposes, not capital markets.

nickten avatar
nickten💙💦🐬predicts NO

I read the question as asking if Threads will outgrow Twitter.

a weird 1 day spike in DAU shouldn't be an instant YES resolution.

1 reply
levifinkelstein avatar
Levi Finkelstein [BANNED]predicts YES

@nickten "a weird 1 day spike in DAU shouldn't be an instant YES resolution. " why not?

ScroogeMcDuck avatar
Scrooge McDuck

You mean more DAUs during any month before 2025? Or something else?

firstuserhere avatar
firstuserherebought Ṁ20 of YES

@Alice I and several others are trading on the following interpretation of the question's timeframe, can you please confirm if this is how the market should be interpreted?

2 replies
Alice avatar
Alicepredicts NO

@Feanor Yes, "by" means any time before December 31, not on December 31 specifically. Thanks for clarifying!

ScroogeMcDuck avatar
Scrooge McDuckpredicts YES

@Alice DAU on any one day, or for a month?!

CarsonGale avatar
Carson Galebought Ṁ30 of YES

Facebook has ~3.0B MAUs. Instagram has ~2.4B MAUs. WhatsApp has 2.8B users. Twitter has ~450M MAUs. (#s might be off, didn't check much)

Traders are undervaluing the impact of non-US users on this market. As an anecdote, I have hundreds of Brazilian friends on FB and IG from the years I spent in Brazil. None of them are on Twitter. Many of them are now on Threads.

The Meta machine has a familiarity to a significant part of the world's population that Twitter never had. I'm not sure what the Venn Diagram between Threads and Twitter will ultimately look like, but Threads certainly has tailwinds by riding FB / IG / WA coattails.

4 replies
JamesGrugett avatar
Jamesbought Ṁ229 of NO

@CarsonGale Good points. Plus, the way the question is worded might mean that only one day has to have more active users in Threads (or, it could mean, which has more daily active users on the last day of 2024 — reminds me of the Google chat bot market haha).

But I think a Twitter-like social app is the ultimate networks-effects-based product. The app is not interesting without interesting people. And most people use Twitter by following very specific people (and not their friends!).

I think it means that it would be hard to start the network effects even in Brazil where they don't much use Twitter. The social media ecosystem is too far along with TikTok and Reels and FB and such that I don't think you could even make a Twitter happen again unless it was already going. The old school idea of following people one-by-one can't compete in this crowded market place.

That said, if anyone can do it, it's Meta. I just think it's much less than 30% chance.

firstuserhere avatar
firstuserherebought Ṁ300 of YES

@JamesGrugett haha by vs at. Now I want clarification if this will be resolved on December 31, 2024, or if it happens before then, resolves then

CarsonGale avatar
Carson Galebought Ṁ50 of NO

@JamesGrugett The delta is that FB/IG/WA already have the network effects in Brazil / India / Africa / other places. The popular influencers - political / cultural personalities - are already on Facebook and Instagram, not Twitter.

I am much less confident that the people you and I care about will utilize Threads, but it seems more likely for the rest of the world.

JamesGrugett avatar
Jamesbought Ṁ500 of NO

@CarsonGale I guess that I thought network effects in those app don't translate to Threads (at least not very much).