I just published a new post: Big Tech's Ugly Duckling: An Engineer's Bet on Snapchat

Is Snapchat actually a world-class research lab disguised as a social media app for teens?

I spent the past week digging through 344 research papers, analysing Evan Spiegel's "awakening" memo, and looking at the infrastructure shifts that nobody is talking about. While the market treats Snap like a punching bag ($14B market cap vs Meta's $1.6T), I found a company that is quietly shipping AR/VR/XR/GenAI and rebuilding its entire recommendation engine for real-time latency.

I looked at the engineering, the culture, and the brutal bear case to figure out if this is a real turnaround or if Snap stays broken forever.

See the full thesis here: https://ossa-ma.github.io/blog/snapchat

Best, Ossama