[antoniuschan99]

Unless Whatsapp starts showing revenues it's facing 2 tailwinds which is No Revenue and small US user base. Because everyone sees $ signs from only us and china lol.

Core Photo and Stories is shrinking. They're all saying the Tik Tok format is the future now. I don't know what is true, but that's a major tailwind that they're facing a lot of mainstream press is pointing out.

https://www.theverge.com/creators/2022/2/3/22916642/snapchat...

Agree with your point on Oculus. Just pointing the negative news about it. Aside from that it's looking good in terms of the tech and how they're dominating the space.

No VR world for me though, but an AR world is intriguing!