Former senior manager, TPM at Pinterest Inc
- User growth challenges for Pinterest (NYSE: PINS), notably continuing MAU (monthly active user) growth deceleration/declines
- Increasing importance of commerce and video, and transition from a discovery platform to a shopping-focused one
- 1-3-year outlook – risks and possible M&A scenarios, highlighting cancelled PayPal (NASDAQ: PYPL) discussions and management’s continued “lack of urgency”
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