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I would disagree about the value they are offering to advertisers. Offering a platform where targeted users actually engage with the ad is huge. I'm no advert
by EnFinlay 10y ago
I would disagree about the value they are offering to advertisers. Offering a platform where targeted users actually engage with the ad is huge. I'm no advertiser, but that sounds kind of like the holy grail - the user is not only engaging with the ad, they are then sharing that ad + engagement with their friends.
- charlesdm 10y agoIs it worth $25bn? Seems like a (massive) stretch, but maybe. Can it still realistically increase in value from this point? Probably not.
- EnFinlay 10y agoNo idea what it's worth, I just disagree that their ads are less valuable than other types.
- mdb333 10y agoagree this reeks of ca 2000 burstage... so you have a bunch of eyeballs you sell ads to. Big f'in deal, that's not a $25B business unless you can continue to scale 10x (profitably). The rest is simply tech-fad novelty junk. I'd still buy into the IPO and ride it up a bit though.
- urs2102 10y agoRide it up? You think it'll do a Facebook? Go up a bit and then tank immediately for a while?
- fullshark 10y agoNot only engaging with that ad, but you can literally observe them have fun / smile because of it.