Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
The thesis for someone acquiring $SNAP, fixing 4 things, and making billions. The whole company trades at a $7.8B market cap. They did $5.9B in revenue last year, they have $2.9B in cash, they just turned free cash flow positive, and 474 million people open the app every single day. The market values a Snap daily user at roughly $16. Meta values its users at around $130. That's an 8x gap on the most coveted young audience in the world. Pretty crazy. It smells like an opportunity but do…
