Venture investors argue Meta captured more value from Snapchat's Stories format than Snapchat's entire enterprise value

@signulll this is pretty common in the mobile gaming world

@signulll i mean at some point you'd think he'd understand being a "product guy" accretes nothing to you are up against a technologist

@signulll All they need is to care about advertising

@signulll @khushkhushkhush this is why warren buffet talks about moats

@couuor @signulll Also wished meta cared about advertising

@codyplof @signulll If Meta cared as little as Snap we’d all be out of business

@signulll It’s ok to admit you aren’t the right ceo for a company and find someone who is too at some point….

@signulll Imagine when he realizes he isn’t the first to do glasses

@signulll He treats his stock like a bank account, while Zuck was solely concerned with getting bigger

@signulll Snap spatial mapping and ar is levels ahead of what meta is trying to do. It’s why meta spends billions yearly on r&d. it’s to catch up. But only time will tell.

@signulll 软件形态太容易被复制，真正痛的是你教育了市场，却让更大平台拿走规模收益。AI之后这种复制速度更快，硬件护城河才会被重新定价。

@signulll unfortunately meta and their integration capabilities will crush the glasses as well

@signulll muy duro

@signulll happened more than once too !

@signulll if he sold to meta he would be doing so much better now

@signulll i can’t help but feel that anyone who’s used snapchat in the past 5+ years is going to have a hard time taking anything he says seriously. it’s painfully obvious why they lost

@signulll Nah before that they had disappearing images and taxes. Now it’s common

@couuor @signulll Fine I’ll amend. Wish they cared about advertisers

@signulll just keep going ur moat is ur unique algorithm of creativity and innovation over time, not just that one time

@signulll he's learned exactly the wrong lesson from that experience