The Intrinsic Value Podcast - The Investor’s Podcast Network
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
Apr 6, 2025
Shawn O’Malley and Daniel Mahnke dive into Reddit's unique community-driven approach and its recent profitability. They discuss the platform's innovative monetization strategies, including licensing AI data, while navigating the balance between user engagement and corporate interests. The hosts explore Reddit's relationship with Google for traffic and its potential for international growth. Additionally, they highlight the challenges posed by recent API changes and the vital role of moderators in maintaining community integrity.
01:22:34
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Quick takeaways
- Reddit's unique community-driven structure, with over 100,000 subreddits, fosters deep user engagement and diverse content creation.
- Despite its recent profitability, Reddit faces challenges in ad revenue growth and must enhance targeting to compete with larger platforms.
Deep dives
Reddit's Unique Community Structure
Reddit has established itself as a diverse platform featuring over 100,000 'subreddits,' each functioning as unique communities centered around specific topics and interests. This decentralized structure encourages user-generated content and fosters deeper engagement, as users discover niche communities that resonate with their interests, whether those lie in hobbies, health, or entertainment. The CEO, Steve Huffman, likens Reddit to a city, where each subreddit is a neighborhood that thrives on individual contributions while the platform maintains overall infrastructure. This grassroots approach not only empowers users but also develops a loyal user base who feel invested in their respective communities.
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