I would argue that they destroyed Instagram in the process. It set them on a path where they add more and more "features" to Instagram for legitimate strategic reasons, but in the process it turned a focused app into something now approaching the hot garbage that is the Facebook.

There are plenty of parallels with what happened with Snapchat Stories, but I do wonder if it's the "same thing".

Stories are best when created by people you know, and they're easy to create too. They're the type of content that would build off of Instagram's social strengths.

The type of content people consume on TikTok, as far as I understand, is largely made by creators though. This is similar to YouTube; they now even get financial compensation directly for it too [1] (although apparently this compensation is not as good as YouTube's).

This could be a Snapchat vs Instagram Stories situation, or it could be a YouTube vs Facebook Watch / IGTV situation. Facebook has historically been notoriously bad at creating a high-quality video platform, so if that's what it takes to beat TikTok I honestly wouldn't expect Instagram Reels to overtake TikTok anytime soon, especially considering a lot of what I've seen there are random accounts reposting TikTok content (which feels a bit like the type of content Watch became infamous for).

[1]: https://newsroom.tiktok.com/en-gb/tiktok-creator-fund-your-q...

During the time they added stories to Instagram there was still more signal then noise. I enjoyed them because my friends shared casually and it was actually fun to go along on their vacation or bike ride, and not just see the perfectly composed photos which are usually the more polished summary of what the stories covered.

At this point, IG is Facebook. The feed is a slurry of signal, random suggestions, shitty ‘memes,’ and ads. When I stumble onto a Reel somehow, it’s the same crap. Stories worked for me because it was my friends. Reels is just random flotsam, and it seems like a ton of it is just reposts from TikTok anyway.

Meta’s repeating pattern is to enter every new format, screw with the chronology and cram it full of robo-content until it’s unbearable to look at. That Zuck calls chasing short-form video fad a long-term strategy is pretty telling. They have nothing but crap to sell, and if (if) Metaverse turns out to be anything, it will just be more crap, but you’d have to have your face inside a helmet in order to to enjoy the boomer arguments, shitty ‘memes,’ TikTok reposts and whatever else the content slurry that yields the most engagement is.

I will say Instagram is getting so crowded.

Adding Stories to Instagram felt natural, but shoving Reels in, feels like a squeeze.

TikTok has way more momentum than Snapchat had at the time.

Snapchat DAUs today: 300M

TikTok DAUs today: 1B