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According to our forecasts, we expect Threads to have about 30 million users this year, and that's smaller than a lot of the other smaller platforms like LinkedIn and Reddit and Pinterest. So I just don't think there's going to be a huge demand there from advertisers. Marcus Johnson:. Yeah, that last point, I went and looked at the same numbers, 30 million monthly users this year.

And as we've seen with LinkedIn trying to introduce vertical video, with all kinds of other apps trying to shoehorn video to their offerings, you can't make people watch video in settings that they're not used to watching it. So I predict that this is going to slot like the other attempts that Spotify made at shoehorn video into this. Marcus Johnson:.

It's nearly three times bigger than when Microsoft bought LinkedIn, which was a big enough deal. So this is, yeah, it's an absolute huge deal. Yory Wurmser:. I wrote about this. I just couldn't remember [inaudible 00:12:56]. Marcus Johnson:. No trouble. You write about a lot, Yory. I don't know how you guys remember anything, to be perfectly honest, in the pace of things.

LinkedIn, it took them eight years. Twitter took them five, WhatsApp over three, Instagram over two. Even TikTok took nine months. Threads gained to 100 million plus in five days. Is this more flash in the ban? Blake Droesch:. There's a lot of smoke around that because of just the massive marketing push that Meta did around Threads.