Snapchat

also referred to as: snapchat+

7 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Apr 27, 2026 by Evan Spiegel · said 39 times in 2 episodes since 2026 · across every show →

Mentions by year

brought up most by Evan Spiegel (32), John Collison (6), Garrett Langley (1)

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2026 39 mentions in 2 episodes 20 per episode

every mention, scene by scene, with the transcript →

Everything said about Snapchat, oldest first

Apr 27, 2026 positive
Insight
Platform value comes from close contacts, not total network size
“What Snapchat proved was actually that it's not about the size of your network or the number of people you can contact on your network, it's about who you actually talk to. And that tends to be a much smaller group than the total size of the Potential network,…”
Evan Spiegel Apr 27, 2026 ▶ 28:40 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Supported
Over one trillion selfies are captured on Snapchat annually
“Over a trillion selfies have been captured on Snapchat, right? And so I think when you know, in, in the, over the same period, and so when you.”
Evan Spiegel Apr 27, 2026 ▶ 22:34 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Open · timeframe Apr 2029
Snap is about to reach one billion monthly active users
“We're about to reach a billion monthly active users, which is a big deal for us.”
Evan Spiegel Apr 27, 2026 ▶ 0:25 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Supported
Snapchat+ has reached 25 million subscribers and a $1 billion run rate
“We just announced we had twenty-five million Snapchat plus subscribers, over a billion run rate on the direct revenue business.”
Evan Spiegel Apr 27, 2026 ▶ 23:33 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026
Assertion Contradicted
Norway was the first country where Snapchat gained user traction
“Well, Norway was the first place that Snapchat got traction. I mean, we had no traction anywhere. Not the US. Not the US. We had no traction anywhere except Norway.”
Evan Spiegel Apr 27, 2026 ▶ 57:42 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 neutral
Opinion
Snapchat primarily competes with messaging services, not entertainment networks
“I think our competitors are primarily messaging services. So I think that's, you know, the core of the service is messaging. When we launched Snapchat, it had no social features beyond messaging. I mean, that's always driven the growth of the service.”
Evan Spiegel Apr 27, 2026 ▶ 21:50 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 positive
Assertion Supported
Independent studies show Snapchat boosts well-being, unlike TikTok or Instagram
“And I think what's so fascinating, I think now there's been maybe three or more of them, one out of Australia, I think one out of the Netherlands or something, one in the U.S., that show that Snapchat actually has a positive impact on people's well-being and r…”
Evan Spiegel Apr 27, 2026 ▶ 44:46 What comes after smartphones, with Evan Spiegel of Snap
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