Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
You know, Snapchat's a lot smaller.
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Twitter, you know, is different for different, used for different purposes for the most part.
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So Facebook is really the only game in town in the sense of what it does.
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And when you have that kind of situation, that's when lawmakers say, okay, well, you know, maybe we do need to step in here because there's not a lot of alternatives.
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This company is very powerful, sits on all this data.
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And I think that's a big reason why we're seeing calls and calls from both sides of the aisle, Republican and Democrat here in the U.S.
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and in Britain.
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There's kind of these universal calls for something to change.
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There'll probably be a lot of disagreement about what needs to change, but in Facebook parlance, Facebook is kind of having a hard time finding friends right now in any place.
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And that raises, I think, the political risk of like, okay, what kind of rules could take place to affect their business in the years ahead?
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It could.
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But again, if you look at it purely on that basis, sure, they have some of the highest margins of
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of some of their tech peers and are still growing revenue at a significant rate because advertisers keep coming using the platform to get access to the user base, which keeps growing.
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So what we've outlined is the risk that if that user base starts to decline, advertisers start to think twice about where they put their money.
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And then how would rules and regulations passed by lawmakers affect that?
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So I think the concern right now is even if the stock looks cheaper than it has been historically,
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you don't really know what is Facebook's business going to look like two years from now when, you know, possibly new laws have gotten enacted.
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How's that going to affect their business?
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Have users stayed with the service or have they started to decline?
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Have advertisers thought twice?
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Showing 521–540 of 617 · page 27 of 31
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