Instagram’s Existential Bet

Right now, in the West, people are organically making countless hours of video content, but there isn’t a way for video viewers to learn more and to take action—to discover that the experience they’re watching is in their price range, in their neighborhood, and available to book right now if they wanted. We predict TikTok will be the first existing... See more

TikTok beats YouTube at their own game with its ability to dramatically reduce friction to both create and consume content.

Content-first and advertising-first will break down the dominant social networks over the long run.