Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22
The Exchange
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The Stock Is Down, but It's Not All in Their Own Hands
Snap is a tough one. You want a root for themthe i think they're doing the right things, but now it's a total showme story. There's really three edwins there. The general ad slow down, which is even tougher fo smaller platforms like snap than for google or facebook. And finally, there's the competition from folks like tiktok. I don't care about valuation. I need to see a visible sign of progress. It's too early to go here.
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