How $SNAP can maintain its independence and shake off the market's concerns about its capital needs to scale the specs business.
$SNAP should explore a partnership with $APP where Applovin buys a meaningful stake in the company - 5-10%, and Applovin helps improve $SNAP's ad monetization and also offers $SNAP ad inventory on its platform.
This can also assuage the market's fears $SNAP lacks the capital firepower to scale the specs buisness.
@rfvivas
Musically → TikTok is the best example
Musically had location and friends
TikTok took this and added interests
One extra identity signal led the product from $1B to $1T
The products that win in the next era of consumer are the ones that attain more identity data points than their competitors
> Agents that act with your relationships, profession, and communication style in mind
> Recruiting that matches beyond resume keywords into working style and culture fit
> E-commerce that recommends products based on income, values, and lifestyle
> Travel that builds itineraries around your pace, budget, and interests
> Dating that matches beyond surface-level preferences into beliefs, daily routine, and culture
Orbit’s Identity Graph makes this possible
The most important data layer for agents will be the one that helps them understand people.
With semantic search and advanced filtering, Orbit’s Identity Graph makes it possible.
Preview the identity layer of the internet. https://t.co/4WI7lEUkZP
We’re now entering the final era of personalized software.
2000s: Social apps relied on the friend graph
2010s: Algorithmic feeds were built on the interest graph
Agents will require an entirely new graph to capture our full identities.