Threads Beats X — But Can It Beat Boredom? 🧵📉

Plus: AI ultrasound gets FDA approval and RAM is the new gold

Author

Daniel Pereira
January 20, 2026

Biz Analyst Club Newsletter
by The Business Model Analyst

Hello, Biz Enthusiasts!
Meta quietly pulled the plug on its Metaverse dreams (RIP Horizon Worlds, we hardly knew ye), Threads just outpaced X in mobile users (cue Elon’s eye twitch), and AI is about to eat all your RAM — and your next TV. Meanwhile, mega-IPOs are lining up like it’s 1999, and CEO pay packages are still… not paying off.
Let’s break it all down — with facts, fun, and one AI-powered fetus scanner that might just save lives (for real).👇

Hot Takes 🚀

1. Threads Has More Daily Mobile Users Than X — Yep, That Just Happened 🧵📱
Threads now boasts 141.5M daily mobile users, edging out X’s 125M. This isn’t just a side effect of X’s deepfake disaster; Meta’s cross-promotion machine (hello, IG + FB ads), creator push, and rapid feature rollouts (long-form, games, DMs) seem to be paying off.
👉 See what’s fueling Threads’ surprising mobile takeover

2. 2026: The Year of the Mega IPO? OpenAI, Anthropic & SpaceX Say Yes 💸🚀
OpenAI, Anthropic, and SpaceX are flirting with the public markets — and if they go for it, it’ll be IPO mania. We’re talking hundreds of billions in valuation and an AI-fueled Wall Street feeding frenzy.
👉 Peek into the IPO supercycle that could reshape tech investing

3. RAMageddon: Data Centers Will Eat 70% of Global Memory in 2026 🤯💾
AI’s insatiable hunger for memory is pushing RAM prices sky-high. Data centers could consume 70% of global memory this year, leaving cars, TVs, and even smart fridges in the dust. Got gadgets to buy? You might need a plane ticket just to get a chip.
👉 How AI is hoarding memory and triggering a tech-wide shortage

4. BioticsAI’s Ultrasound Tech Gets FDA Approval — And It Could Save Lives 🧠👶
Startup BioticsAI just got FDA clearance for its AI-powered ultrasound software, designed to catch fetal abnormalities more reliably — especially in underserved groups. It’s a personal mission, three years in the making, from a founder who grew up in a family of OBs.
👉 Why this AI tool could be a game-changer in maternal health

5. Meta’s Metaverse Dream? Dead. VR Studios? Axed. Welcome Back, Reality 🪦🎮
Meta has laid off 1,500 Reality Labs employees and shut down several VR studios. Horizon Worlds is toast. Workrooms is closing. Supernatural is entering maintenance mode. In other words: Zuck unplugged the Matrix and plugged into AI instead.
👉 Inside the quiet burial of Meta’s billion-dollar VR ambitions

Strategy Deep Dive

What if physical stores stopped relying on product sales and made money like software platforms?

In this new deep dive, we explore how a wave of retail giants are transforming their business models. Instead of margins on goods, they now:

  • 💳 Charge subscription fees for shelf space

  • 📈 Upsell services, staffing, and real-time store data

  • 📊 Turn foot traffic into analytics dashboards for brands

From revenue stacking to rent-free risk, this is the rise of the "Store-as-a-Service" model and it’s rewriting the rules of brick-and-mortar strategy.

Quick Hits 📰

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❝

Innovation is not about saying yes to everything — it’s about saying no to almost everything so the right ideas can scale.

Jeff Bezos

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