Meta's Reels platform has achieved a staggering $50 billion run rate, placing it remarkably close to the entire U.S. television advertising market's projected $60 billion for 2024. This demonstrates the massive scale shift from traditional to social media advertising.

The new native iPad app, which opens directly into Reels, is designed for a "lean back entertainment experience." This positions Instagram to compete more directly with YouTube for at-home, passive viewing time, moving beyond its mobile-first, active-scrolling origins.

Instagram is testing a default home feed composed entirely of Reels, reflecting that video now drives over 50% of time spent on the platform. This move solidifies its shift to a short-form video app, forcing brands still focused on static images to adapt or lose significant organic reach.

Despite mobile's dominance, platforms like YouTube and Instagram are focusing on TV apps. The larger screen commands higher-value "prestige" advertising, making the living room the most valuable real estate in media, even for podcasts, because that's where the most lucrative ad dollars are spent.

Adam Mosseri theorizes that while short-form video and messaging are symbiotic (sharing Reels), long-form video is "too far apart." Time spent on long videos cannibalizes the friend-to-friend sharing that forms Instagram's defensive moat against competitors like TikTok.

Instagram's algorithm is expected to evolve, placing more weight on watch time over simple interactions. This change will favor the rise of longer, unscripted, "FaceTime-style" storytelling content that has proven successful on TikTok, signaling a move away from short, highly-edited Reels.

The new app layout moves the Reels and Direct Messages tabs to more central positions on the bottom navigation bar. This redesign isn't just cosmetic; it clearly indicates Instagram's strategic priorities are short-form video for discovery and private messaging for community engagement.

CEO Adam Mosseri frames the new TV app not as a content strategy shift, but a necessary expansion to capture audience attention on a medium where competitors like YouTube are dominant. He admits Instagram is "late to the game" and must catch up.

The old strategy of creating long, infographic-style pins is obsolete. Pinterest now prioritizes authentic, scroll-stopping videos similar to Instagram Reels. Even poorly designed but powerful videos that grab attention outperform highly polished, traditional pins, signaling a major shift in creative strategy.