Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
26 published records
01 / uncertainty
“I don’t know if they’re using AWS, or Snapchat now uses Google Computer Engine, if they were using that at that point.”
02 / uncertainty
“I mean, really all these UI paradigms are so foreign the first time you use the app and we’re having so many people now that they’re kind of breaking north of their stereotypical age group into more adult usage. People are saying, “I don’t know how to use Snapchat.”
03 / belief
“I think Zuckerberg sort of alleged, and we know this from the Sony email leaks, Zuckerberg alleged that it was a tactic by Evan.”
04 / belief
“At which point, Evan is furiously refreshing his Wells Fargo app I think in class, as the story goes.”
05 / belief
“Anyway, I guess the point I’m making is I think the context of Snapchat isn’t necessarily any better but since they’re doing brand ads and you have the opportunity to create a much more rich advertisement that it makes it a more valuable brand platform because you don’t actually care about that granular of targeting.”
06 / belief
“I think there’s a whole story about them like they were renting a private apartment to have this thing.”
07 / uncertainty
“I still think when I’m on ESPN and discover and I get Axe body spray, I would never wear Axe body spray, so I claim on the internet. But I don’t know, to the extent you can make an argument that television is still very valuable, this is the argument.”
08 / belief
“The only counterpoint I’d offer is maybe had this actually happened and had Facebook done its thing and just left it alone and all the growth and innovation that’s happened at Snapchat had also happened, I think you can almost argue that this would be a new category which would be like a wholly independent company within another company.”
09 / belief
“Yeah, and I believe Evan then is quoted as saying like “this is basically like Merry Christmas to Snapchat when Facebook did this” because it had brought so much attention to the platform like the second word out of everybody’s mouth when talking about this huge launch that Facebook was publicizing was Snapchat.”
10 / belief
“About a tenth of Facebook and is I believe smaller than Twitter. Well, Twitter’s MAU I think is 300-400 million maybe.”
11 / belief
“” I think that’s absolutely what would have happened because they would have used that common ad platform and continue to leverage it and make it even easier for advertisers to advertise on multiple mediums.”
12 / belief
“I think Evan, as the story goes, and I feel like this might be overdramatized but the book is the Art of War.”
13 / uncertainty
“Apparently, according to an interview with Evan suggest maybe they should talk to BestBuy about a partnership. I don’t know what that would be, maybe with cameras or something.”
14 / belief
“David has a more interesting framework, I think, because that one’s just a sure thing.”
15 / belief
“ButMatt had been… well, first he was a very early employee at LinkedIn but then he was I think one of the first 5 employees at Facebook and then when he left Facebook to join Benchmark, his first deal that he did was Instagram.”
16 / commitment
“” Apparently, as we will discuss in a minute, this is all discussed in the courts and legal filings.”
17 / evaluation
“I mean, they’ve got stories and discover and the traditional Snapchat model and they have several different add units that they sell in there and those are all different products for advertisers. And I think that at this point is it would be like the Snapchat business unit of Facebook rather than “hey, we bought this one-off app, it has a lot of people using it like WhatsApp.”
18 / prediction
“We're getting into my conclusion, but I think Snapchat’s opportunity is enormous because brand advertising currently is and has always been much larger than transaction-based advertising.”
19 / evaluation
“You can use it on an iPad because it works on iPads too and with the iPads that their school there, Tony Private School in Orange County had given them… they had them locked down so you couldn’t use iMessage.”
20 / preference
“He manages to find his way into becoming an auditor for a class at the business school, Strategy and Management 354, I believe, called Entrepreneurship and Venture Capital, which was my favorite course in business school.”
21 / prediction
“I’m going to pull forward my tech trends. But there’s some interesting things there because they’re doing a lot of things mobile first in a way that I wouldn’t have known the current users or the current products weren’t doing mobile first.”
22 / preference
“Right, right, I remember that. And I remember the turning point too where I started realizing, okay, we’ll talk about this in tech terms, but okay, my friends were using this for really telling me a story of their life as it’s actually happening without trying to make themselves look perfect.”
23 / commitment
“I made a to-do list manager similar to reminders for the iPhone before Reminders launched.”
24 / prediction
“These are just two companies that cannot exist together. And so if I’m Mark Zuckerberg and I’m Facebook, we're talking about the reaction within the company on Facebook like okay, he had bid Snapchat up to, I don’t know, $15 billion or $19 billion, WhatsApp territory, and then come back in.”
25 / evaluation
“It’s that it’s stored in your head. And I think that the context doesn’t matter, but the richness of the ad does.”
26 / evaluation
“They literally put it on ice. And around the same time, more bad news, they get a cease and desist order from another startup called Peek-a-Boo that I think is also in the photo space telling them they need to stop using the name.”