If you’re on X, Threads doesn’t even exist. It’s pointless, useless, and you probably can’t conceive of the idea that it actually has more daily users on it than X does. Just like if you’re a daily YouTube user, you probably think Netflix is done, nobody uses it, and are confused of why anyone would want to be on it. I have never used WhatsApp. I don’t even have an account. So that practically doesn’t even exist in my world. It takes an extra step as an investor to detach yourself from your own POV and look at actual numbers and realize there are billions of people out there, multiple preferences. Some people like my wife literally never use YouTube and only use Instagram. There are hundreds of millions of people that do enjoy long format professionally produced episodic content. They don’t just want to watch podcasts. There are people that will continue to value high production movies and tv series that have long story arcs, character development, twists and turns. Yes, the latest daily consumable YouTube video will continue doing great and grow in watch time but I’m not convinced that will destroy other forms of content. I’m betting that it doesn’t.