Sit back, relax, and watch…Instagram?
Meta just launched Instagram for TV — a new app that puts Reels on your big screen, starting with a test on Amazon Fire TV.
But there’s more to the story. Here’s my take on it as an ex-Instagram employee.
Elephant In The Room
Let’s call it what it is: Instagram is going after YouTube’s lunch.
After all, YouTube has the largest share of TV viewing in the U.S. ahead of Netflix.
On our YouTube channel, as an example, over 50% of our audience now watch from their TVs.
It’s no surprise Instagram wants a piece of the big screen after dominating our phone screens for so long.
Vertical Videos on…Horizontal Screens
For this launch, Instagram will show Reels on your TV.
They’ll group them in channels (sports, music, travel, trending) so it’s easier to browse.
Yes, that means you have to watch vertical videos with black bars on the side instead of horizontal videos like on Netflix.
But that won't last.
So the big question: how will Instagram get more horizontal content from their creators who are mostly vertical-first?
The Rebirth of IGTV?
I worked at Instagram when we launched Reels and IGTV, which was our bold move to get into long-form video.
We tried everything:
- We paid creators to cover production costs of longer videos.
- We piloted an ads program like YouTube's.
- We launched support for horizontal videos.
But in 2021, IGTV shut down. In many ways, it was ahead of its time.
Now, with the rise of TV viewership of creator content, it's a different game.
2026 Prediction
I predict Instagram will once again try to fund creators and pilot a revenue share program like they did for IGTV.
Because if they don't put a lot more money behind creator content, it’ll be hard to get the same quality of long-form videos they post on YouTube.
I mean, can you imagine sitting on your couch and watching hours of 45 second Reels with black bars on the side?
Neither can I.
The key to long watch time on TVs is the opposite of Instagram's DNA: it's long-form and horizontal.
That will take big money and big moves to transition. And this week's launch is just the beginning.