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Episode 32: The Snap Inc. IPO
Acquired
Is Snapchat Paddling Over Into the AR Wave?
The viral coefficient of snapchat is different than the more successful social experiences like Facebook. The product itself lends itself really well to engaging a bunch with a very small set of users, which isn't great for growing into new markets. You're seeing apps like snow, which I believe is snow part of line, that's the, it's the Chinese Snapchat. Reminds me of, you know, the Uber versus Airbnb as a very clear global network effect.
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