Our online world has some stalwarts – like Amazon, Google, Twitter, Facebook, LinkedIn. As Pinterest (PINS) debuts in the public markets, we wanted to take a look at what Pinterest really is and what it might become. As a user, I appreciate the visual discovery power of Pinterest. As a hobby, I build furniture and…

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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: Snap is trying to shift from being a product to being a company. It…

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Snap is two things – 1) a new mobile communication platform that puts the camera and the microphone (rather than the keyboard, mouse and browser) at the center of everything and 2) an advertising company combining their platform technology with strong creative to deliver advertisements that work for both the viewer and the brand. Here…

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We’ve posted both the slide deck and a full transcript with comments with links below. But here are our key take aways from the presentation: Twitter (TWTR) makes it clear that they are more mature on mobile and international than Facebook (FB) with 3/4 of their usage and users coming from those sources respectively. Advertising…

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