I agree with all of your worries but I think the data leading into where we are today and the adoption outlook for emerging consumers (gen Z) provides a strong narrative for growth assuming Reddit doesn’t fuck up being a shareholder driven entity.
As for making sense of the data- palantir is going to be integrated into Reddit. The ability to apply that level of capability against a parameter constrained data ocean like Reddit would be like dropping an F1 engine into a Camry. As long as they have structured that deal correctly, there exists an incentive to make that process (distilling user data/actions/interactions/comments/ into actionable business intelligence) as efficient as possible.
Regarding the replace ability of Reddit: I disagree here. The value is in the content. We saw this with vine and tik tok. Killing vine didn’t kill the concept, the value and content creation shifted to tik tok instead and grew that base over time. Similarly, reddits value is in its historical and actively generated content library. If this ever disintegrates, there isn’t a uniform and like infrastructure to recreate this level of engagement and content.
Lastly I’ll add this: training AI. This is likely the largest collection of “thoughtful” human replies in nearly every language and on nearly every subject. The value of that alone could be a 30b company. It’s like compute as a service, but training models as a service instead. You bring the compute and analytics, we can provide the access to massive content libraries that are language and topic specific, *or not*
my gf who gives no shits other than about tik tok, makeup, bad bunny, or the kardashians just asked if she should buy nvidia stock today.
it's over. top is in. spy 300p 2025 leaps.
I have noticed a very sharp uptick in the amount of young woman openly talking about tooting and farts and men encouraging it in the comments, I found a whole part of tick tok where hot woman toot into various objects and get millions of views, we as a society are truly developing into something spectacular it’s quite amazing to witness simply put
https://preview.redd.it/0lzq5wsinsqc1.jpeg?width=1290&format=pjpg&auto=webp&s=9e78a23a8ec823ceb35b366962483df2106b4526
So heard about this on tik tok already made $9 in like week not much but see where this goes 🤷♂️
Some billionaire republicans donors are propping up the stock like the Tic Tok investor as desperate Donny sells the presidency to the highest bidder in a blatant act of corruption. Expect the saudis to do the same. Now if he loses…………