Snap Part 2 – More like YouTube 2.0

Now that we've had a chance to puzzle over the Snap roadshow (you can see the Snap slides here and we have done a full transcript of the Snap roadshow) there are a few more things to say about the deal:

  1. Snap is trying to shift from being a product to being a company. It will take time to find out whether they can do it. That . . .

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