Threads: A Threat to Twitter

Aga: I think the question is right, is Threads a threat to Twitter? Right. Yeah. Is it beneficial to Meta? I think it's a bigger question. It's more of an interesting story than an interesting part of the investment thesis on Meta separately. Aga: As long as they're not speaking about the Metaverse, I'm okay with it. But clearly there's an audience that can be captured away from Twitter for the reasons that I agree with you.