Cheeky Pint · Apr 27, 11:45 AM UTC
What comes after smartphones, with Snap CEO Evan Spiegel
Historical operation · Retained
“I want to talk about your core business a bit. Who do you compete with? Is it you narrowly compete with other mobile-first social apps, or is it you're competing with other entertainment forms? Like Netflix is actually a competitor because ”
Quoted source · John Collison · 21:29–40:27 · 2 source segments
- [1] 21:29–21:50
- [2] 40:09–40:27
Model assessment
The transcript mentions Netflix as a potential competitor for user time and as an entertainment option, but provides no material positive or negative catalyst or change in expected fundamentals for Netflix. Therefore, no actionable directional signal is present.
2 exact transcript citations