As Factual As Possible

Office 365 users will be introduced to Thred's platform functionality when they use Word; Excel and PowerPoint products.

The Thred platform will act as a centralised hub enabling messaging and social posting functions without the need to download and install multiple apps in order to get and stay connected with family; friends and peers.

Thred's interface will be built into the Office 365 software package "as standard" and therefore it is expected that every Office 365 user will be exposed to Thred.

There are currently over 1.2 billion Office 365 users and over 60 million Office 365 commercial customers globally.

That is massive exposure for Thred.

The kicker is that Thred will be free ("freemium" business model) to use at the initial point of service (O365 toolbar icon) so there's nothing stopping all of these eyes from seeing then clicking and trying out Thred's messaging; social unification; transacting; and search functionality. A sound way to build initial traction.

The machine learning and artificial intelligence engines built by the Thred team will leverage natural language processing (NLP); cookies; metadata and so on to learn individual user preferences. I'm hoping at a unique level not currently being employed by the likes of Google etc.

The ability to angle specific relevant content and advertising to the user should lead to strong conversion rates (click throughs; purchases etc) in turn creating strong and recurring revenue streams for the company.

The plan is obviously not to just obtain users (thanks MSFT) but to keep these users locked within the Thred ecosystem. Why leave if Thred allows you to manage all of your private messaging; social posting and purchasing preferences across all SM sites?.. and this is just the consumer piece. And we haven't even started on the potential to take next gen social aggregation to the East or the ultimate end game level of bridging both East & West SM sites.

As has been pointed out before not one social media platform (FaceBook included) is in BOTH the top ten SM sites in the US and the top ten in China. This shows there's a significant opportunity for Thred in just tying these top ten together in China for China let alone linking the 140+ global SM sites that span both East & West.

The other significant and relevant point to make here is that the number of SM users in China far outweigh those of the West, accounting for over 3 billion users in that part of the world.

Western Top Ten:
FaceBook; YouTube; Reddit (my favourite); Twitter; Pinterest; Instagram; Linkedin (MSFT); Tumbler; Yahoo Answers; and Yelp

Eastern Top Ten:
QZone; Tencent Weibo; Sina Weibo; WeChat; PengYou; 51.Com; RenRen; Douban; Kaixin001; and JiaYuan

This potentially puts Thred at the top of the tree here in respect of total users given time, but perhaps a better visual is to picture Thred as the tree itself with 140+ branches and Billions of leaves.. But alas we are only just beginning to sprout out of the ground and trees take time to grow..

Then we have the B2B play and questions over how we fit into MSFT Teams if at all..
Will Thred be the gel that ties the IMO fragmented Microsoft landscape of Yammer; SharePoint etc together and enables MSFT Teams to flourish as one effective workplace/school communication enterprise software package to take up to the likes of Slack and Facebook's Workplace?

If Thred's functionality is truly disruptive; with their name up in lights; and in front of a huge audience thanks to the "Key" partnership with Microsoft then I think there's very little chance of failure here. 250,000 downloads to hit Milestone 2? Pfft cakewalk. In fact this could be the biggest move in social ever seen.

No wonder Dan Rose (Facebook VP of Partnerships) from was impressed with what he was presented with last year..

Message to management. No selling out team. Thred is Thred. No acquisition by a giant required thank you.. Just a little helping hand to get off the ground and I'm sure most shareholders will agree that history will write itself.

Go Thred!