This episode of 'Company Breakdowns' features a deep dive into Reddit's S-1, business strategies, user engagement, and potential monetization avenues. Tanay Jaipuria of Wing Venture Capital joins Erik Torenberg to explore Reddit's journey to IPO, its unique position as a global community platform, its exploration into data licensing, and its ad-based revenue model's intricacies compared with other social media giants.

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Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co

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LINKS:

Tanay's Newsletter: https://www.tanayj.com/

Wing Venture Capital: https://www.wing.vc/

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TIMESTAMPS:

(00:00 ) Intro

(03:21 ) What Reddit Got Right

(07:42 ) Reddit's Unique User Base

(11:48 ) The Future of Reddit: AI, Data Licensing, and Potential Growth

(20:14 ) Sponsor: Brave

(20:51 ) Reddit's Journey to IPO and Its Market Dynamics

(24:29 ) Creating Valuable Data

(28:29 ) Bull Case and Bear Case for Reddit

(31:19 ) Improvements for Reddit

(34:04 ) Unpacking Reddit's R&D and Efficiency Opportunities

(38:15 ) Competition and Risks

(43:36 ) WallStreetBets and Meme Stock

(46:10 ) Reflecting on Reddit's Long-Term Journey and Impact

(48:38 ) Wrap