[Dirak]

Building products and slowly grinding away at improving DAU is Meta's bread and butter. This has been the case with IG Stories vs Snap, now IG Reels vs Tiktok (IG Reels rev set to exceed tiktok as early as 2024 https://www.mbi-deepdives.com/meta2q23/). Meta is setting up the exact same playbook for Threads, and given their track record, I wouldn't bet against them.