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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
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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…
