Very insightful! You bring up a good point with Snap creating very innovative new features, but Meta smartly mimicking anything Snap does.
One question - if TikTok were to be banned in the US, do you believe this would help Snap's bull case since TikTok's demographic skews to a younger audience? Or do you think Meta will take the lion's share of TikTok's US users and squeeze out Snap from the market in the process?
Glad you enjoyed it. That's a very good question, and I should've addressed it.
I think it is more likely that there's transfer of TikTok ownership to a US owner than complete ban. In that case, the competitive landscape doesn't change.
Very insightful! You bring up a good point with Snap creating very innovative new features, but Meta smartly mimicking anything Snap does.
One question - if TikTok were to be banned in the US, do you believe this would help Snap's bull case since TikTok's demographic skews to a younger audience? Or do you think Meta will take the lion's share of TikTok's US users and squeeze out Snap from the market in the process?
Glad you enjoyed it. That's a very good question, and I should've addressed it.
I think it is more likely that there's transfer of TikTok ownership to a US owner than complete ban. In that case, the competitive landscape doesn't change.