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Dan Romero
@dwr.eth
Reddit at $30B was not on my bingo card. 1. While traditionally their ad product was bad, they have been smart in leaning into the "[query] reddit" organic behavior. Other than Google and Amazon, one of the few at-scale websites that have consumer intent. Very good for ads. 2. LLMs are massively transformative for their business: a) data licensing to all the major players b) automatic translation for UGC advice / recommendations (see "[query] reddit"). 3. No meaningful competition from feed-based social networks. Missed opportunity for Quora.
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Nicholas Charriere
@pushix
Reddit is pinterest for men will always be a good product, it's totally up to them to fuck it up into a bad business. imo they're doing a not great job and it's still working. If they had amazing leadership they could be a top 10 web company
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