Snap Inc.

also referred to as: snap

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Sep 28, 2022 by Ben Gilbert · said 35 times in 10 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (19), Ben Gilbert (13), Mitch Lasky (2), Packy McCormick (1)

mentionsepisodesper episode tap a year for its mentions

2025 2 mentions in 2 episodes 1 per episode

Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired Jun 30, 2025 · 1 mention · from 3:08:37
Rolex (Audio) · Acquired Feb 24, 2025 · 1 mention · from 1:03:14
every mention in 2025, scene by scene →

2024 14 mentions in 1 episode

Meta (Audio) · Acquired Oct 28, 2024 · 14 mentions · from 4:06:38
every mention in 2024, scene by scene →

2023 6 mentions in 2 episodes 3 per episode

Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired Apr 26, 2023 · 4 mentions · from 58:24
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired Sep 6, 2023 · 2 mentions · from 19:16
every mention in 2023, scene by scene →

2022 12 mentions in 4 episodes 3 per episode

Benchmark Part I · Acquired Sep 28, 2022 · 9 mentions · from 2:24
Amazon.com · Acquired Aug 16, 2022 · 1 mention · from 2:12:21
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired Feb 15, 2022 · 1 mention · from 1:25:34
Taylor Swift (Acquired’s Version) · Acquired Jan 24, 2022 · 1 mention · from 1:42:59
every mention in 2022, scene by scene →

2021 1 mention in 1 episode

Not Boring (with Packy McCormick) - Extended Cut · Acquired Dec 3, 2021 · 1 mention · from 1:48:29
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Snap Inc., oldest first

Sep 28, 2022 positive

Assertion Partly supported

Benchmark realized $1 billion selling half its Snap stake in 2018

“You got February, 2018, Benchmark sold almost half of its stake in Snap and realized a billion dollars in gains somewhere.”

Ben Gilbert Sep 28, 2022 ▶ 2:54:36 Benchmark Part I · Acquired

Oct 28, 2024 negative

Assertion Not checkable as stated

Instagram found user engagement declined over time due to permanent post fatigue

“The Instagram team noticed over time that even before Snap started eating their lunch that Engagement would decrease the longer you stayed an Instagram user, because you, over time, being done with these permanent posts, and you sort of saved it for the big an…”

Ben Gilbert Oct 28, 2024 ▶ 4:07:36 Meta (Audio) · Acquired

Oct 28, 2024 positive

Opinion

Rosenthal: Onavo was critical because it alerted Facebook to WhatsApp and Snap

“Either way, Onavo ended up being, like, a hugely important acquisition for Facebook, because it really tipped them off to WhatsApp and Snap, too.”

David Rosenthal Oct 28, 2024 ▶ 4:11:45 Meta (Audio) · Acquired

Snap Inc.

Mentions by year

Everything said about Snap Inc., oldest first

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