Core Insights - Meta's Threads has surpassed X (formerly Twitter) in daily active users (DAU) on mobile, reaching 141.5 million compared to X's 125 million as of January 7, 2026 [1][3] - Threads achieved significant user growth, reaching 130 million DAU as early as September 2023, and has continued to grow rapidly [3][6] - The integration of Threads with Instagram has been a key factor in its success, allowing it to leverage Instagram's existing user base [10][13] Group 1: Threads Performance - Threads reached 100 million users within just five days of its launch, a record growth rate for any app [7] - By August 2025, Threads' global monthly active users exceeded 400 million, doubling its user base within a year [7] - Approximately 96% of Threads users also have Instagram accounts, indicating strong user overlap and integration [13] Group 2: X's Decline - X has experienced a 23% decline in daily active users in the U.S. since Elon Musk's acquisition, marking one of the steepest drops among social media platforms [23] - Major advertisers, including Disney and Warner Bros, have paused ad spending on X due to concerns over its content environment [25] - The platform has been criticized for becoming a "toxic" environment, leading to significant media withdrawals and user dissatisfaction [26][29] Group 3: Content and User Experience - Threads aims to create a less contentious environment, focusing on personal sharing rather than political discourse, which has attracted users seeking a different experience [20] - X's content ecosystem has deteriorated, with the introduction of a paid verification system leading to an increase in misinformation and fake accounts [29][30] - The chaotic user experience on X has contributed to the rise of alternative platforms like Bluesky, which saw a surge in users following the 2024 U.S. elections [36] Group 4: Market Dynamics - The social media landscape is becoming increasingly fragmented, with users gravitating towards platforms that meet their specific needs, whether for news or social interaction [40] - X remains relevant for real-time news updates, while Threads caters to users looking for a more casual and engaging social experience [40]
把推特改成X之后,马斯克成功把用户赶到了Threads