Jaeden Schafer

The estimates give us kind of a rough idea.

So Apptopia data suggests that MetaHorizon app has been downloaded about 60 million times globally since 2018.

So that's about 40 million downloads in the US.

I think they did see some growth in engagement.

They had an average daily sessions per user, which was at like

3.49% in early 2023, that went up to 4.9% by January of 2026.

So you know, daily sessions per user did increase a bit.

I think the company had more than 3.5 billion daily active users across Facebook, Instagram, and WhatsApp, and Messenger.

So I think basically like these numbers from Horizon Worlds are barely even registering compared to some of their other properties.

And

Now, one thing that I do think is interesting is that if this whole strategy had worked, Meta was kind of hoping that they were going to create some of their early Facebook era success.

They had like Zynga's games like Farmville and Words with Friends that had a ton of revenue.

They were selling like virtual goods.

This time, I think maybe part of the problem was that Mark was kind of saying that he wanted to get money from developers.

He was talking about how he's going to extract revenue and all this kind of stuff.

I think he did a little too soon.

He probably should have waited and ramped it up.

you know, he criticized Apple and Google a lot.

And, you know, building under the duopoly is like so hard, and I'm gonna make a better thing for developers.

So but the interesting thing is that instead of giving a better deal than Apple or Google, Meta actually charged a lot more.