Hanging out at Snap’s unremarkable IPO roadshow

 One of the remarkable things about the roadshow presentations for hotly-anticipated IPOs — where they’ll make…

WhatsApp launches Status, an encrypted Snapchat Stories clone

 WhatsApp could put the brakes on Snapchat’s international growth with today’s launch of WhatsApp Status, a…

The bull case for Snapchat

 Before I make a product-driven case for Snap Inc. achieving a $100B market cap by 2020,…

Why Snap would lowball its IPO valuation

 The short answer for why Snap lowballed its initial valuation for its initial public offering is that…

Snapchat beyond Stories: Be the HBO of mobile

 Snap is three things, and everyone else is two of them. There are plenty of chat…

Snap will spend $1 billion on Amazon cloud services, amended filing shows

 In addition to the $2 billion Snap committed to spending on Google cloud infrastructure over the…

Turning great companies into true franchises

 As Airbnb, Uber and Snap gear up for potential, and actual, IPOs, public investors are asking…

Snap stumbles towards a volatile IPO

 Snap has declared itself a camera company, envisioning itself as more than just an app. Yet…