Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
29 Jan 2020 Acquired WhatsApp
“I think that's an interesting point for us to consider in grading, a lot of execution risk ahead for WhatsApp, but they were the only player out there that had the scale to really be a global threat.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 29 Jan 2020
- Publisher
- Acquired
- Episode
Transcript context
…Good question. Yeah. But the important thing to know is today, Snapchat's only 310 million, Twitter's only 330 million and I actually think TikTok may only be like 500 million, but I could be wrong on that, but importantly Twitter and Snapchat subscale networks, when you're thinking global scale. I think that's an interesting point for us to consider in grading, a lot of execution risk ahead for WhatsApp, but they were the only player out there that had the scale to really be a global threat. Yeah, and it's really interesting to think about of the seven social networks that have over a billion people, Facebook owns four of them.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.