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Social Media

Meta’s firehose (or: the wrong lesson from Threads’ 100MM users)

Threads, Meta's new text-based social media app, reached 100MM registrations today, just five days after being officially made available. While…
July 10, 2023

Can Meta’s Threads app reach 100MM DAU this quarter?

I built a simple model to project DAU for Meta's new Threads app. Like all models, it is a work…
July 6, 2023

Meta’s Twitter competitor: can this time be different?

Given its track record, can Meta launch and scale a new app to meaningful commercial traction? Operating services at scale…
July 5, 2023

Meta to launch direct-to-install ads for Android. Will they work?

The Verge reports that Meta will launch a direct-to-install app advertising product for Android under the auspices of the EU's…
June 30, 2023

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Recent podcasts

  1. Podcast: The modern mobile gaming economy (with Phil Black) May 6, 2026
  2. Podcast: Re-evaluating agentic commerce (with Andrew Lipsman) April 28, 2026
  3. The Prosperous Society, Part 3: The Collapse of the Pareto Principle April 21, 2026
  4. Podcast: Google navigates the AI advertising era (with Dan Taylor) April 14, 2026
  5. Podcast: Considering the future of Section 230 (with Ben Sperry) April 7, 2026

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