Snap Makes Its Case to Investors

The transcript discusses SNAP's valuation concerns, focusing on user growth slowdown and competition from Instagram. It compares SNAP's situation to Twitter's IPO challenges, highlighting SNAP's unique product innovation and leadership under Evan Spiegel. The discussion also covers SNAP's market strategy, which differs from Twitter's approach by targeting developed countries rather than a global user base.

What role does Evan Spiegel play in SNAP's management and decision-making?

What are some of the key differences between SNAP and Twitter as discussed in the text?