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connor hayes

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$METAMeta Platformsposition

Threads hits 500M MAU with organic growth accelerating and ad monetization scaling

Threads has reached 500M monthly active users with non-family-app referral traffic growing significantly; engagement deepening in key markets like Japan (+130% YoY time spent) and Korea (+80%); monetization via ads leveraging Instagram's ad infrastructure with careful scaling.

TBPN2026-06→

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Meta Platforms
HIGHconnor hayes·TBPN·2 months ago· position
Threads hits 500M MAU with organic growth accelerating and ad monetization scaling
Threads has reached 500M monthly active users with non-family-app referral traffic growing significantly; engagement deepening in key markets like Japan (+130% YoY time spent) and Korea (+80%); monetization via ads leveraging Instagram's ad infrastructure with careful scaling.
"We announced 500 million monthlys today... the proportion of people that are coming to threads not from those promotions has been going up quite a bit in the last year... we're up…"
125:12