Snap Inc.
also referred to as: snap
5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Apr 22, 2024 by Jeremy Liu · said 27 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by David Paffenholz (14), Alex Mashrabov (9), Jeremy Liu (2), Steven Galanis (1), Aaron Goldsmid (1)
tap a year for its mentions
2025 23 mentions in 2 episodes 12 per episode
2024 4 mentions in 3 episodes 1 per episode
- 5 months in, Snapchat had only 127 users. Here's how Evan Spiegel found product market fit w/ Jer... · PMF Show
- How to build great products—lessons from Amazon, Facebook, Twitter & Deel. | Aaron Goldsmid, Head... · PMF Show
- His startup Cameo was a unicorn—until it crashed 90%. Here's how he went from near-bankrupt to pr... · PMF Show
- every mention in 2024, scene by scene →
Everything said about Snap Inc., oldest first
Apr 22, 2024 neutral
Liew: Reddit is the only major social platform that started male-dominated
“If you think about a lot of, it's not just Snap, Instagram, Facebook, MySpace, they all started with the young female users. Pinterest, maybe older female users. I think Reddit's really the only big social media example that started with a primarily male audie…”
Dec 4, 2025 positive
Dec 4, 2025 bearish
Mashrabov: Thin gross margins make AI innovation harder for Snap than Meta
“And frankly, you probably can see Snap's stock price and the gross margins are relatively thin compared to Meta. So I think for Snap, it's way more difficult to innovate to bring new innovative products with AI capabilities.”
Dec 4, 2025 positive
Dec 11, 2025 neutral
Paffenholz: Snap dominates 13-to-25 demographic but struggles retaining aging users
“What Snap does incredibly well is they kind of capture this segment of the audience, which is like. 13 to. Say, 25 year olds and almost everyone in certain markets is a daily active user. But then I think it's a little bit less clear what users do beyond that …”