Ben Gilbert: evaluation

Transcript context

…Let’s move real quick. We do have a follow-up we want to make sure we cover this week that I will just mention briefly. So Taylor, one of the things we do is if something new happens on one of the deals we’ve covered in the past, we call it out on the show. In this case, relevant to two episodes we’ve had in the past, Instagram launched Stories. So we covered Instagram as one of our early shows and then we covered Facebook’s failed acquisition of Snapchat. Super interesting to watch what’s happening with Instagram Stories. Yeah. I don’t want to dive too much into this because it’s not the dedicated episode for it, but you know, Facebook is very scared of Snapchat. Snapchat doesn’t have the global penetration that Facebook does so there’s plenty of opportunity to defend international turf there. But they very well should be afraid of Snapchat because of the engagement that they’re getting and it's the first place that people check and where a lot more activity happens in Instagram. It’s really interesting to see Facebook after having some failed attempts to launch Facebook branded platforms to disrupt Snapchat. Snapchat and others.…

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