The Ledger
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Misra: CapCut relies on simple UI and TikTok distribution rather than AI
“Whereas I think Capco's approach is much more traditional. They're actually just trying to do exactly what Canva did, which is, okay, let's make the UI simpler and add a few more buttons and essentially bootstrap it to TikTok and distribute it like crazy.”
Snap A/B tests showed TikTok ads initially had no effect on Snapchat engagement
“We ran A-B tests actually Within the advertising groups to see like, oh, like let's segment some users out, not show them TikTok ads, see if they behave differently in the long run, right? In terms of engagement on Snapchat and stuff like that. And there was n…”
Gaurav Misra: TikTok's US growth was heavily fueled by Snap ads
“TikTok spread in the US mostly through Snapchat, and this is like not well known out there today, but a lot of it was they were spending a very, very large amount of money on advertising on Snap, right?”
Evans: OpenAI lacks visibility into user search, purchases, and social media activity
“Back to open AI, they've got a partial view on you, but like, they don't know what you've bought. They don't know what you've searched for. They don't know where you go. They don't know what Instagram you look at and what TikTok you look at and what YouTube yo…”