Pinterest vs. Instagram: A Competitive Analysis

In the second episode of our APLUSS(Z!) IPO saga, we dive into the history behind the planet’s largest non-social social network, Pinterest. From The Pirates of Silicon Valley to the bloggers of Salt Lake City, the creation story behind this “productivity tool for planning your dreams” is far from your typical unicorn journey. Once labelled as the “next Facebook” by investors and press, ten years later both Pinterest-the-product and Pinterest-the-company are in fact anything but. Whether that’s a good thing or a bad thing… tune in to find out!

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Links

• Pinterest’s S-1:  https://www.sec.gov/Archives/edgar/data/1506293/000119312519083544/d674330ds1.htm
• Fun photos of the Pinterest early days from Leslie Kincaid:  https://www.dropbox.com/sh/azy9xtxtq5l6r3y/AAC68OhprmVbauZreHPyLbn5a?dl=0
• Pinterest financial summary on Seeking Alpha: https://seekingalpha.com/article/4255230-know-pinterest-ipo

Carve Outs

• Ben: Eugene Wei on the Invest Like The Best Podcast: http://investorfieldguide.com/wei/
• David: A-Rod interviews George Springer: https://www.youtube.com/watch?v=QOqgxmG4yc8