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Quick thoughts + charts on $SNAP Q4 earnings For the first time ever, Snap's largest user base is now Rest of World, or users outside North America and Europe Snap's
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Stitch Fix is likely a $100b company within 10 years. Quick thread: Stitch Fix owns a direct channel to recommend and ship products to 3.5m users (growing 20%/yr). Many are
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The first batch of Snap Minis launched today. This is an early step in Snap's app ecosystem that will help almost every company that uses the internet to acquire and
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