Snap Inc.

also referred to as: snap

27 statements across 4 episodes · 10 bullish · 1 bearish · 4 people on the record · first statement Nov 26, 2023 by Tom Conrad · said 61 times in 9 episodes since 2022 · across every show →

Mentions by year

brought up most by Lenny Rachitsky (38), Gaurav Misra (15), Tom Conrad (3), Josh Miller (3), Yuriy Timen (1), Wes Kao (1)

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Everything said about Snap Inc., oldest first

Nov 26, 2023 positive
Opinion
Conrad: Evan Spiegel gets an unfair bad reputation and is very kind
“Evan's truly brilliant. I mean, and he's also actually a really nice guy. I think in some ways he gets a bad rap for he has very high standards, but he's a very kind person in my experiences with him.”
Tom Conrad Nov 26, 2023 ▶ 59:45 Billion dollar failures, and billion dollar success | Tom Conrad (Quibi, Pandora, Pets.com, Zero)
Aug 18, 2024
Assertion Supported
Lenny Rachitsky: Snap Waited Until 200 Employees to Hire First PM
“Snap actually is another example where they waited, I think, till they had 200 people before they hired their first PM.”
Lenny Rachitsky Aug 18, 2024 ▶ 9:59 Unorthodox PM tips: Automating user insights, unselling candidates, decision logs, more | Kevin Yien
Mar 27, 2025 neutral
Assertion Not checkable as stated
Misra: Snap had zero PMs until focusing on monetization
“Initially, there were no PMs at all. PMs were introduced with monetization. Once monetization was a big sort of element, that's kind of where PMs came in.”
Gaurav Misra Mar 27, 2025 ▶ 38:15 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 positive
Assertion Not checkable as stated
Gaurav Misra: Snap designers operated as PMs and received premium compensation
“What was expected from the designer at Snap was not just the ability to design, like, you know, the skill set of designing, which all of them were IC designers, by the way, right, and there were no reports, right, so they weren't allowed to have reports, actua…”
Gaurav Misra Mar 27, 2025 ▶ 41:33 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 neutral
Opinion
Misra: Snap Succeeded Despite Its Decision Not to Hire PMs
“I do think PM is a very valuable function, right? I think it may be actually, and you know, maybe I'll get roasted for this, but I think at the end of the day, not hiring PMs at Snap might've been one of those decisions where it actually succeeded despite that…”
Gaurav Misra Mar 27, 2025 ▶ 51:48 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 neutral
Assertion Not checkable as stated
Misra: Snap had only one user researcher until reaching 5,000 employees
“Snap didn't like user research as a function for the longest time. Like, I think there was one user researcher in the company until again, 5000 employees, like post IPO basically.”
Gaurav Misra Mar 27, 2025 ▶ 56:29 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 positive
Opinion
Misra: Evan Spiegel had an unmatched intuitive understanding of Snap users
“I think one of the most unique things about Snap and The CEO, Evan Spiegel was that he had an unmatched understanding of the user. I think years and years and years of the company's existence passed, right? Like almost a decade and nobody understood the user l…”
Gaurav Misra Mar 27, 2025 ▶ 33:30 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025
Insight
Gaurav Misra: Large companies can build organizational alignment through internal virality
“One of the insights that we had, which was unique, was as the company gets bigger, you can actually create alignment by causing internal virality. If there's enough people in the company, it actually starts acting like a consumer base might. If you share somet…”
Gaurav Misra Mar 27, 2025 ▶ 46:49 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 neutral
Assertion Not checkable as stated
Snap built a precursor to TikTok but abandoned it over mission
“Snap almost had essentially what is TikTok earlier than TikTok existed and it kind of died out because it didn't align, align with the mission essentially.”
Gaurav Misra Mar 27, 2025 ▶ 58:45 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Mar 27, 2025 neutral
Assertion Not checkable as stated
Misra: Snap's core design team stayed at 10-12 people at 6,000 employees
“And the design team was like, 10, 12 people, basically pretty small, even at, you know, five, 6000 employees it was that small still.”
Gaurav Misra Mar 27, 2025 ▶ 37:55 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Apr 26, 2026 bullish
Prediction Not checkable as stated
Spiegel: Smart glasses will enable the next generational consumer companies
“And so I think as we look forward to, you know, sort of these next generation form factors and Things like glasses. There's gonna be a whole new set of opportunities and a whole new surface for people to build generational consumer companies.”
Evan Spiegel Apr 26, 2026 ▶ 7:01 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 neutral
Assertion Supported
Spiegel: Snap is launching Spectacles after 12 unprofitable years of R&D
“It's about to launch specs after, you know, 12 years of investment in this future computing platform, you know, but at the same time, it's still not net income profitable, for example.”
Evan Spiegel Apr 26, 2026 ▶ 55:05 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 neutral
Assertion Supported
Spiegel: Snap co-founder Bobby Murphy created a generative AI lab around 2016
“I mean, I don't think people realize like Bobby created our gen AI lab like 10 years ago, a decade ago or something like that.”
Evan Spiegel Apr 26, 2026 ▶ 1:09:08 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 negative
Opinion
Spiegel: Traditional tech orgs relegate designers to visual production instead of strategy
“If you look at the traditional tech org, org structure, you know, designers really are producing visuals. They're not really producing the product direction or the strategy or the vision or, you know, net new That new innovation, right? They're really responsi…”
Evan Spiegel Apr 26, 2026 ▶ 31:43 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 bullish
Prediction Not checkable as stated
Spiegel: AI agents will soon implement bug fixes directly
“Agents now you know, debug exactly what happened, what went wrong and, you know, can actually like suggest a fix. And I think, you know, in pretty short order, it'll be implementing the fix as well, which is pretty crazy.”
Evan Spiegel Apr 26, 2026 ▶ 47:09 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 positive
Assertion Not checkable as stated
Snap's automated AI code review has detected nearly 10,000 bugs
“We've got automated code review. Now we've, I think automatically detected like close to 10,000 bugs at this point, probably”
Evan Spiegel Apr 26, 2026 ▶ 46:54 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 positive
Insight
Spiegel: Snap intentionally uses the design team as a shipping bottleneck
“Well, I think for us, design actually has always operated as like a bottleneck at the company, which is incredibly important, right? It's intentional that things need to be approved by design to ship, and sometimes that really annoys people you know, and it do…”
Evan Spiegel Apr 26, 2026 ▶ 36:30 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Assertion Not checkable as stated
Spiegel: Most Snap design team hires join directly out of school
“In fact, most people join our design team right out of school. you know, not from a big tech company or something like that.”
Evan Spiegel Apr 26, 2026 ▶ 40:04 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 positive
Disclosure
Spiegel: Snap's core design team stays between 9 and 12 people
“And at the same time, we have a very, very small, you know, it sort of oscillates between like nine and 12 people. Design team that is constantly innovating and creating new things”
Evan Spiegel Apr 26, 2026 ▶ 21:08 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Disclosure
Spiegel meets weekly with Snap designers to review hundreds of ideas
“So I typically meet with our designers for a couple hours every week, and we just look at work. I mean, new work every week, you know, hundreds of ideas, I would guess, you know, on a weekly basis.”
Evan Spiegel Apr 26, 2026 ▶ 23:36 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Insight
Spiegel: Software features are easily copied, but ecosystems are defensible
“So it's very easy to copy hardware, you know, software features. It's very hard to copy or to replicate a full ecosystem or a platform.”
Evan Spiegel Apr 26, 2026 ▶ 10:58 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Disclosure
Spiegel: Snap has no gatekeeping for presenting work to him weekly
“One of the things that we try to do is there is no gate to showing me work every week. So there is no, you don't like any idea. It doesn't matter, you know, how good people think it is, how bad it is. You can bring it to that design meeting, get it on the list…”
Evan Spiegel Apr 26, 2026 ▶ 44:47 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Disclosure
Spiegel: Snap rotates designers across different product verticals regularly
“We don't allow designers to get stuck on specific products or verticals. For very long. We like to make sure people are rotating through different parts of the product to bring new ideas and fresh perspectives and also to avoid getting bored.”
Evan Spiegel Apr 26, 2026 ▶ 43:33 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026
Disclosure
Spiegel: Early Snap required designers to do their own product management work
“In the early days, my view was not that we don't need PMs. My view is that designers should do that work. So that's essentially you know, what we would say to our designers, which was like, you know Hey, if you need PM support, why don't you just do it yoursel…”
Evan Spiegel Apr 26, 2026 ▶ 32:29 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 positive
Disclosure
Snap uses an agent to draft product specs, risk analysis, and GTM copy
“Taking a product idea and with our go to market agent, taking that product idea, writing the spec, making, identifying the relevant folks who need to be involved in sign offs and understanding it, right? Actually helping to do the risk analysis on the product,…”
Evan Spiegel Apr 26, 2026 ▶ 1:02:56 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 positive
Disclosure
Spiegel: Many Snap designers are now shipping code directly
“And I think today, you know, a lot of our designers are now shipping code, which is extraordinary, right? And that's a really big and really meaningful change in terms of the way that the design works here at Snap and the way the creative process works.”
Evan Spiegel Apr 26, 2026 ▶ 35:38 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
Apr 26, 2026 neutral
Insight
Spiegel: Social network value comes from close ties, not maximum connections
“And what Snapchat figured out that was, I think, different was that, you know, despite the fact that there were much bigger networks that connected more people, what really mattered was connecting you to the right people. And so if you could just connect someo…”
Evan Spiegel Apr 26, 2026 ▶ 5:17 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
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