Evan Spiegel

speaker

1,123 appearances 4 recordings 4 series first heard Apr 2026 last heard 9 Jul

Evan Spiegel’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

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Lenny's Podcast: Product | Career | Growth · Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel · 26 Apr 2026 podcast

Which is a subscription.

Yeah, I think we just hit 25 million subscribers on Snapchat Plus, more than a billion revenue run rate.

So it was, I think, probably enough to get Meta's attention that it's a good time to copy.

You know, it's certainly better than making stuff that people don't want to copy.

So I think, you know, in many ways, it's a blessing that we've been able to continue to innovate, to make new things that really resonate with folks and that ultimately people want to end up, you know, copying from Snap.

So I think it certainly beats the alternative.

But it does mean that we have to be really thoughtful about our strategy.

And so I think one of the things, it's been an interesting time for me to reflect a lot on our strategy over the last 15 years, because 15 years ago, we essentially learned that software is not a moat, right?

Which is something that everyone is discovering today with AI.

But 15 years ago, because all the software features that we could create were so easily cloned by our competitors, we started to think about how to build a more durable business, how to build a business that had bigger and more effective modes.

One of the first things we did was focus a lot

on building ecosystems, right?

Whether those are, you know, the relationships between creators and Snapchatters, whether that's the platform we built around augmented reality where, you know, developers have built millions of these lenses.

So it's very easy to copy hardware, you know, software features.

It's very hard to copy or to replicate a full ecosystem or a platform.

And so we realized that the more that we could build a platform around our business, the more that we could build an ecosystem with creators and developers, the harder it would be for folks to just copy that.

And then it also informed a lot of our thinking about investing in other places that are really hard to copy, including hardware, where it's really, really challenging to copy our fully vertically integrated stack around augmented reality.

So I'm certain there's a lot more to talk about there.

there.

But I think, you know, we learned early on that software is easy to copy.

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