growth, strategy, consumer | vp strat fin & analytics @whoop | former vc partner @ivp, growth @snapchat
Mar 23, 2019 • 5 tweets • 4 min read
1/ Comparison of US Revenue per MAU for @Pinterest, @Snap, and @Twitter. For reference, @facebook in Q4 18 was $34.85. Pretty similar monetization between Snap/Pinterest. Pinterest is growing fastest of them all. Note that Snap data is North America and Pinterest/Twitter is US. 2/ The first input to this data is MAU. For @Twitter and @Pinterest, the data is US-only and for @Snap it is North America. Snap has estimated 80% DAU/MAU ratio in NA so applying this ratio gets us ~100M MAU. Pinterest is the only platform growing in the region, albeit modestly.
Mar 12, 2019 • 5 tweets • 3 min read
1/ 👇🏽👇🏽 It is easy to underestimate the longevity of the largest franchises. Part of our thesis in both @supercell and @NianticLabs was that their games would be around for a long time.
2/ I wrote a post in 2016 on whether @PokemonGoApp would be an enduring success. It is still a top 10 grossing game, 2.5 years after launch: qr.ae/TW7PKr