Observed Signal · Nov 29, 2024 · Industry Trend · Source: OnlineMarketing.de · Impact: 2/5 · Sentiment: Neutral
Bluesky: The Best Twitter/X Alternative?
Bluesky is establishing itself as a serious alternative to X and Threads, boasting over 20 million users and a record daily sign-up rate. Bluesky was co-developed by Twitter co-founder Jack Dorsey, and its user-friendly interface along with innovative features have helped it gain traction. The article notes that Bluesky recently surpassed 1 million new users in a single day and is increasingly viewed by insiders as the strongest Twitter/X alternative. This rapid growth is described as putting pressure on Meta’s Threads, with Threads updates cited as attempts to win back users. Adam Mosseri of Instagram/Threads frames the competition as an opportunity to further develop Threads, while Meta aims to scale Threads toward a billion users, suggesting ongoing rivalry among major social platforms.
Notable Bluesky user growth and competition among major social platforms.
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Key Takeaways & Evidence Grounding
- Bluesky has over 20 million users, with daily sign-ups surpassing 1 million (per Bluesky CEO Jay Graber).
- Bluesky was co-developed by Twitter co-founder Jack Dorsey.
- Insiders regard Bluesky as the best Twitter/X alternative.
- Bluesky's growth is described as pressuring Threads; Adam Mosseri comments on leveraging competition to improve Threads.
Connected Companies & Entities
3 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Bluesky pivots toward Reddit-style community model
Bluesky, the social network that originated inside Twitter, is shifting its strategy away from trying to mirror X or Threads and toward community-driven, Reddit-style spaces, Bluesky COO Rose Wang told CNBC at SXSW London. The platform, built on the open-source AT Protocol, has significantly fewer users and lower engagement than X — roughly 43 million global users as of March and about 10% of X’s estimated global audience. Bluesky raised $100 million in a Series B in April 2025, but daily active posters reportedly fell from a late-2024 peak of 1.4 million to roughly 600,000. Wang said Bluesky will prioritise discovery and community features and needs to modernize video capabilities (upload speeds and longer video length). The company has not ruled out advertising, though it does not view ads as a foregone conclusion.
Google launches unified agentic AI for Gemini
At a Google Cloud event on Thursday, Google announced it is bringing agentic AI to its Gemini assistant, launching a unified agent that can autonomously plan and execute tasks on behalf of users. Aimed initially at businesses, the agent can connect to internal systems and external tools, use custom skills, and even choose from third-party models like Anthropic's Claude. It will have its own Workspace account with an email address, and will write its own audit trail. Early testers include On, Shopify, and PayPal. Gemini has over 1 billion monthly active users, and nearly 90% of Fortune 100 companies use Gemini Enterprise.
AWNY, Jupiter Fest Spotlight Agentic Ads and Open Web
Advertising Week New York and the inaugural Jupiter Festival Miami highlighted the industry's shift toward agentic advertising and anxieties about the open web's future. Major announcements included TikTok's off-platform ad expansion and a new AI shopping agent, Meta's AI campaign assistant testing, and OpenAI's visual ads introduction. Paramount's $110 billion acquisition of Warner Bros. Discovery closed, forming Skydance. Key themes were the threat of AI to publisher traffic, the rise of AI visibility tools, the early stage of agentic media buying, unsolved cross-platform measurement, and the booming sports and retail media sectors. Deals included PubX's acquisition of Compliant and a $5 million Series A, and OpenAI's reported $30 billion round talks with BlackRock and UAE investors.
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