The Ledger
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Evans: Consumer tech is driven by cultural insight, not software engineering
“A lot of like consumer tech now is as much pop culture as it is tech. You know, is Snapchat tech or is that pop culture? You know, that, the inside, whatever you think the answer was, it wasn't software engineering. It was some insight about how people wanted …”
Evans: UX and platform shifts create discontinuities that produce breakout companies
“Just shifting the UX and the platform is often kind of a discontinuity that creates new companies. And so you have that when you go to cloud, you get Salesforce. When you go to mobile, you get not just Instagram, but also Snapchat, and then TikTok”
Evans: Instagram Combines Friend and Interest Graphs, Unlike Snapchat
“Instagram, Snap is basically your friends, whereas Instagram is sort of a mix of your friends and your interest graph, so celebrities, designers, architects, whatever it is you're interested in.”
Evans: Stories revolutionized the content unit, unlike TikTok's wrapper model
“Whereas a story is like a new type of content that you can create that could then be presented inside Snapchat, or then of course copied and presented inside Instagram. And then of course inside every fucking thing. So I think LinkedIn does have stories. There…”
Evans: Twitter has 217M DAUs and $5B revenue, trailing Snap
“Disconnect between the kind of cultural significance of the company and the fact that it's only did like five billion dollars last year. You know, it's a tiny company in the scale of tech. It did five billion dollars. It's got two hundred and seventeen million…”