Will Meta's Threads have more than 100M monthly active users by the end of 2024?
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resolved Jul 14
Resolved
YES

Meta is launching a new app. It's called Threads.

This market resolves to YES if by the end of 2024, it hits 100M MAUs (if they disclose DAUs, I'll consider the DAU/MAU ratio of the family of apps, it usually hovers around 67%)

If Meta doesn't disclose that at any point, I'll rely on my judgement, using estimates of sell-side of investment banks like Goldman Sachs, J.P. Morgan, Morgan Stanley, UBS, and others.

In case of doubt, I may wait until Q4'2024 Meta Earnings calls at the begging of 2025 to conclude.

Nonetheless, this market may require significant judgement and therefore I won't bet.

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predicted NO

I think this was resolved fairly given the circumstances, but it is a less interesting question to me than whether they will have 100M active users any time soon excluding say, activity within 24 hours post-signup. There's clearly a low barrier to signup that makes MAU numbers less comparable to other services.

Can anyone think of a good way to formulate a question on whether their high MAUs are a bit of a mirage or not?

predicted YES

@chrisjbillington “What will the ratio of Threads’ DAU / signups be one month after launch?” Or something like that, but you need to be able to get their DAU numbers from an earnings report and the sign ups count badge needs to be available still

predicted NO

@wustep Trying this somewhat subjective market for what I'm really interested in, regardless of DAUs:

predicted YES

If it hits >100 million before the end of 2024 will this market resolve, or does it have to be >100 million at the end of 2024?

@JakeTeale I already resolved to YES the /MP/will-metas-threads-have-50m-maus-by to YES, so yes, it will resolve. That's what I understand the difference between by and on.

bought Ṁ230 of YES

70M signups as of today according to the zucc :0

@wustep Where did he say this?

bought Ṁ100 of YES
predicted YES

I think it’s on pace for 200M+ sign ups by end of month, the big question is if they’ll churn and move on or not by EOY :0

predicted YES

@wustep Oh wait, this market is “by” not “at”… which means as soon as it hits 100M confirmed MAU it’ll be resolved

@wustep Better get buying.

How many MAUs of Instagram at the moment?

@esusatyo 1.3B, I guess

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