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Snap Inc.

also referred to as: snap

9 statements across 4 episodes · 1 bullish · 6 bearish · 4 people on the record · first statement Oct 22, 2022 by Chamath Palihapitiya · said 38 times in 7 episodes since 2022 · across every show →

Mentions by year

brought up most by David Sacks (15), Jason Calacanis (10), Chamath Palihapitiya (10), Brad Gerstner (2), David Friedberg (1)

tap a year for its mentions
00132254202220232024episodesmentions
024202220232024episodes it came up in
007.52154202220232024episodesmentions per episode
2024 23 mentions in 2 episodes 12 per episode
2023 1 mention in 1 episode
2022 14 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Snap Inc., oldest first

Oct 22, 2022 bearish
Prediction Not checkable as stated
Palihapitiya: Investors will abandon Snap due to its lack of corporate governance
“Snap will be an example of where investors are going to abandon that company. Because it's just, there's no point. There's no governance. There's no ability to have a conversation. It's in the too hard bucket. So people will just leave it. It'll be stranded an…”
Chamath Palihapitiya Oct 22, 2022 ▶ 30:55 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Oct 22, 2022 bullish
Assertion Supported
Palihapitiya: Snap's active user growth remains extremely steady around 350M
“If you look at the MAU growth of snap, it's actually been extremely steady and they've had an incredible March forward. And I think that they're roughly around 300 and fifty million.”
Chamath Palihapitiya Oct 22, 2022 ▶ 14:59 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Oct 22, 2022 bearish
Assertion Partly supported
Friedberg: Snap's market capitalization collapsed from a $160B peak to $12B
“There were a hundred sixty billion market cap, and today they're trading at 12.”
David Friedberg Oct 22, 2022 ▶ 14:45 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Feb 9, 2024 neutral
Assertion Partly supported
Friedberg: Meta reduced headcount by 22% in 2023 while Snap cut only 3%
“Meta cut employee count by 22% and Snap cut employee headcount by three percent during the year.”
David Friedberg Feb 9, 2024 ▶ 28:45 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Feb 9, 2024 negative
Disclosure
Chamath refuses to analyze Snap due to lack of voting rights
“I've never taken more than one second to look at that company. And the reason is there's just zero ability for me to have any useful say. So I've never honestly looked at its performance. I've never studied a single characteristic. I've never trended it.”
Chamath Palihapitiya Feb 9, 2024 ▶ 23:29 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Feb 9, 2024 negative
Assertion Partly supported
Friedberg: Snap paid employees 40x its 2023 free cash flow in stock comp
“They paid employees 40 times the free cash flow that was generated for shareholders during the year, which is also equivalent to 10% of the enterprise market value of this company.”
David Friedberg Feb 9, 2024 ▶ 28:06 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
May 4, 2025 negative
Disclosure
Rollins: Taxpayer funds should not buy sugary drinks and junk food
“Taxpayer dollars be spent on sugary drinks and junk food that's making our kids sick? Absolutely not.”
Brooke Rollins May 4, 2025 ▶ 28:21 Brooke Rollins, Secretary of Agriculture | All-In DC
May 4, 2025 neutral
Assertion Partly supported
Rollins: Food stamps account for 85% of Farm Bill, farmers get 15%
“The farmer part of the farm bill is 15%, one five. The food stamp part of the farm bill is 85%.”
Brooke Rollins May 4, 2025 ▶ 46:28 Brooke Rollins, Secretary of Agriculture | All-In DC
Jan 24, 2026 negative
Assertion Supported
Dr. Oz: Federal law requires voter registration options with welfare programs
“It is by federal law, mandated that if you give a patient a welfare program, SNAP, Medicaid, you must also give them the ability to sign up to vote.”
Dr. Mehmet Oz Jan 24, 2026 ▶ 36:58 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
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