The Ledger
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Dash: TikTok's 2019 Ad Spend on Facebook and Snap Cannibalized Their Users
“The ad targeting at this point in 2019 had gotten so granular You could actually get to, like, a city level, a user demographic level, and TikTok leveraged all of that. And Facebook and Snap all benefited because they saw tons of money coming in in the form of…”
Jack Brody predicts Snap will take off in Japan despite LINE
“You know, Japan has been a very interesting market for us. I've always thought that that is a market in which, you know, snap would really take off because there are certain elements to it. It's very visual. It's, you know, it's playful. The lenses that we off…”
Motschwiller: Series A rounds for top consumer decacorns occurred pre-2012
“You look at the series A Funding times of the consumer decacorns that are out there, the Ubers, the Lyfts, the Airbnbs, the Snaps, the Pinterest, the Spotifys, those series A's were all done pre-二零 12.”
Wincek: Snap broke out without ever buying Facebook app install ads
“They never bought Facebook ads or, like, Facebook app installs to get there, but instead, they had this really viral product and a proprietary channel, which was actually a pretty old-school channel, right? Word of mouth.”
Rachitsky: Snap and Twitter hired first PMs specifically for monetization
“Snap and Twitter, from what I understand, both hired their first PM to explore monetization on the platform.”
Top Social Platforms Were All Founded by People in Their Early Twenties
“If you look at Snap, if you look at Vine, if you look at Facebook, if you look at Instagram, if you look at Tumblr, they were all started by people who were, you know, in their early twenties.”
Snap grew annualized revenue from zero to $1.6B in four years
“January one, 2015. Q four of 2018, so four years later, our annualized revenue was 1.6 billion.”
First Snap Spectacles generated little revenue and missed 'iPhone moment'
“So I would say that the first version of Spectacles, you know, obviously it wasn't an iPhone moment. It's not something that has generated an enormous amount of revenue for the company, but it is absolutely helped us hone in on where to take these things in th…”
Snap saw accelerated global adoption after rebuilding its Android app
“So we rebuilt it from scratch. And, you know, because of that, we saw a huge acceleration in adoption across the world.”