Lightspeed's Liew: I Have Full Confidence in Snapchat

The transcript covers a discussion on Snapchat Spectacles, highlighting a Twitter poll where 89% of participants were not interested in buying them. The speaker expresses confidence in Evan Spiegel's vision. The conversation shifts to investment strategies focusing on e-commerce and trends among young women, emphasizing their role as cultural carriers. The speaker also discusses involvement in Apple's show 'Planet of the Apps' and anticipates future trends in media consumption, noting a shift from traditional TV to digital platforms.

What percentage of people in the Twitter poll said they would not buy Snapchat spectacles?

• 30%

• 89%

• 50%

• 75%

According to the investment thesis, who are considered the cultural carriers for society?

• Young men

• Children

• Elderly people

• Young women

Which company is mentioned as part of the portfolio appealing to young women in the e-commerce space?

• Sephora

• Walmart

• Glossier

• Amazon

What is the focus of Apple's original show 'Planet of the Apps'?

• Cooking

• App development

• Music

• Travel

What is the term used for TV that is watched in the background while doing other activities?

• Live TV

• Ambient TV

• Interactive TV

• Prime TV