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The next phase of social media is about hanging out together while apart. Rather than performing on a live stream or engaging with a video chat, Instagram may allow you to chill and watch videos together with a friend. Facebook already has Watch Party for group co-viewing, and in November we broke the news that Facebook Messenger’s code contains an unreleased “Watch Videos Together” feature. Now Instagram’s code reveals a “co-watch content” feature hidden inside Instagram Direct Messaging.
It’s unclear what users might be able to watch simultaneously, but the feature could give IGTV a much-needed boost, or just let you laugh and cringe at Instagram feed videos and Stories. But either way, co-viewing could make you see more ads, drive more attention to creators that will win Instagram their favor or just make you rack up time spent on the app without forcing you to create anything.

The Instagram co-watch code was discovered by TechCrunch’s favorite tipster and reverse-engineering specialist Jane Manchun Wong, who previously spotted the Messenger Watch Together code. Her past findings include Instagram’s video calling, music soundtracks and Time Well Spent dashboard, months before they were officially released. The code mentions that you can “cowatch content” that comes from a “Playlist” similar to the queues of videos Facebook Watch Party admins can tee up. Users could also check out “Suggested” videos from Instagram, which would give it a new way to promote creators or spawn a zeitgeist moment around a video. It’s not certain whether users will be able to appear picture-in-picture while watching so friends can see their reactions, but that would surely be more fun.
Instagram declined to comment on the findings, which is typical of the company when a feature has been prototyped internally but hasn’t begun externally testing with users. At this stage, products can still get scrapped or take many months or even more than a year to launch. But given Facebook’s philosophical intention to demote mindless viewing and promote active conversation around videos, Instagram co-watching is a sensible direction.
Facebook launched Watch Party to this end back in July, and by November, 12 million had been started from Groups and they generated 8X more comments than non-synced or Live videos. That proves co-watching can make video feel less isolating. That’s important as startups like Houseparty group video chatrooms and Squad screenshare messaging try to nip at Insta’s heels.

It’s also another sign that following the departure of the Instagram founders, Facebook has been standardizing features across its apps, eroding their distinct identities. Mark Zuckerberg plans to unify the backend of Facebook Messenger, WhatsApp, and Instagram to allow cross-app messaging. But Instagram has always been Facebook’s content-first app, so while Watch Party might have been built for Facebook Groups, Instagram could be where it hits its stride.
Speaking of the Instagram founders Kevin Systrom and Mike Krieger, this article’s author Josh Constine will be interviewing them on Monday 3/11 at SXSW. Come see them at 2 pm in the Austin Convention Center’s Ballroom D to hear about their thoughts on the creator economy, why they left Facebook and what they’ll do next. Check out the rest of TechCrunch’s SXSW panels here, and RSVP for our party on Sunday.
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On feed-based “broader social networks, where people can accumulate friends or followers until the services feel more public . . . it feels more like a town square than a more intimate space like a living room” Facebook CEO Mark Zuckerberg explained in a blog post today. With messaging, groups, and ephemeral stories as the fastest growing social features, Zuckerberg laid out why he’s rethinking Facebook as a private living room where people can be comfortable being themselves without fear of hackers, government spying, and embarrassment from old content — all without encryption allowing bad actors to hide their crimes.
Perhaps this will just be more lip service in a time of PR crisis for Facebook. But with the business imperative fueled by social networking’s shift away from permanent feed broadcasting, Facebook can espouse the philosophy of privacy while in reality servicing its shareholders and bottom line. It’s this alignment that actually spurs product change. We saw Facebook’s agility with last year’s realization that a misinformation- and hate-plagued platform wouldn’t survive long-term so it had to triple its security and moderation staff. And in 2017, recognizing the threat of Stories, it implemented them across its apps. Now Facebook might finally see the dollar signs within privacy.

The New York Times’ Mike Isaac recently reported that Facebook planned to unify its Facebook, WhatsApp, and Instagram messaging infrastructure to allow cross-app messaging and end-to-end encryption. And Zuckerberg discussed this and the value of ephemerality on the recent earnings call. But now Zuckerberg has roadmapped a clearer slate of changes and policies to turn Facebook into a living room:
-Facebook will let users opt in to the ability to send or receive messages across Facebook, WhatsApp, and Instagram
-Facebook wants to expand that interoperability to SMS on Android
-Zuckerberg wants to make ephemerality automatic on messaging threads, so chats disappear by default after a month or year, with users able to control that or put timers on individual messages.
-Facebook plans to limit how long it retains metadata on messages once it’s no longer needed for spam or safety protections
-Facebook will extend end-to-end encryption across its messaging apps but use metadata and other non-content signals to weed out criminals using privacy to hide their misdeeds.
-Facebook won’t store data in countries with a bad track record of privacy abuse such as Russia, even if that means having to shut down or postpone operations in a country
You can read the full blog post from Zuckerberg below:
Posted by Mark Zuckerberg on Wednesday, March 6, 2019
A Privacy-Focused Vision for Social Networking
My focus for the last couple of years has been understanding and addressing the biggest challenges facing Facebook. This means taking positions on important issues concerning the future of the internet. In this note, I’ll outline our vision and principles around building a privacy-focused messaging and social networking platform. There’s a lot to do here, and we’re committed to working openly and consulting with experts across society as we develop this.
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Over the last 15 years, Facebook and Instagram have helped people connect with friends, communities, and interests in the digital equivalent of a town square. But people increasingly also want to connect privately in the digital equivalent of the living room. As I think about the future of the internet, I believe a privacy-focused communications platform will become even more important than today’s open platforms. Privacy gives people the freedom to be themselves and connect more naturally, which is why we build social networks.
Today we already see that private messaging, ephemeral stories, and small groups are by far the fastest growing areas of online communication. There are a number of reasons for this. Many people prefer the intimacy of communicating one-on-one or with just a few friends. People are more cautious of having a permanent record of what they’ve shared. And we all expect to be able to do things like payments privately and securely.
Public social networks will continue to be very important in people’s lives — for connecting with everyone you know, discovering new people, ideas and content, and giving people a voice more broadly. People find these valuable every day, and there are still a lot of useful services to build on top of them. But now, with all the ways people also want to interact privately, there’s also an opportunity to build a simpler platform that’s focused on privacy first.
I understand that many people don’t think Facebook can or would even want to build this kind of privacy-focused platform — because frankly we don’t currently have a strong reputation for building privacy protective services, and we’ve historically focused on tools for more open sharing. But we’ve repeatedly shown that we can evolve to build the services that people really want, including in private messaging and stories.
I believe the future of communication will increasingly shift to private, encrypted services where people can be confident what they say to each other stays secure and their messages and content won’t stick around forever. This is the future I hope we will help bring about.
We plan to build this the way we’ve developed WhatsApp: focus on the most fundamental and private use case — messaging — make it as secure as possible, and then build more ways for people to interact on top of that, including calls, video chats, groups, stories, businesses, payments, commerce, and ultimately a platform for many other kinds of private services.
This privacy-focused platform will be built around several principles:
Private interactions. People should have simple, intimate places where they have clear control over who can communicate with them and confidence that no one else can access what they share.
Encryption. People’s private communications should be secure. End-to-end encryption prevents anyone — including us — from seeing what people share on our services.
Permanence. People should be comfortable being themselves, and should not have to worry about what they share coming back to hurt them later. So we won’t keep messages or stories around for longer than necessary to deliver the service or longer than people want it.
Safety. People should expect that we will do everything we can to keep them safe on our services within the limits of what’s possible in an encrypted service.
Interoperability. People should be able to use any of our apps to reach their friends, and they should be able to communicate across networks easily and securely.
Secure data storage. People should expect that we won’t store sensitive data in countries with weak records on human rights like privacy and freedom of expression in order to protect data from being improperly accessed.
Over the next few years, we plan to rebuild more of our services around these ideas. The decisions we’ll face along the way will mean taking positions on important issues concerning the future of the internet. We understand there are a lot of tradeoffs to get right, and we’re committed to consulting with experts and discussing the best way forward. This will take some time, but we’re not going to develop this major change in our direction behind closed doors. We’re going to do this as openly and collaboratively as we can because many of these issues affect different parts of society.
Private Interactions as a Foundation
For a service to feel private, there must never be any doubt about who you are communicating with. We’ve worked hard to build privacy into all our products, including those for public sharing. But one great property of messaging services is that even as your contacts list grows, your individual threads and groups remain private. As your friends evolve over time, messaging services evolve gracefully and remain intimate.
This is different from broader social networks, where people can accumulate friends or followers until the services feel more public. This is well-suited to many important uses — telling all your friends about something, using your voice on important topics, finding communities of people with similar interests, following creators and media, buying and selling things, organizing fundraisers, growing businesses, or many other things that benefit from having everyone you know in one place. Still, when you see all these experiences together, it feels more like a town square than a more intimate space like a living room.
There is an opportunity to build a platform that focuses on all of the ways people want to interact privately. This sense of privacy and intimacy is not just about technical features — it is designed deeply into the feel of the service overall. In WhatsApp, for example, our team is obsessed with creating an intimate environment in every aspect of the product. Even where we’ve built features that allow for broader sharing, it’s still a less public experience. When the team built groups, they put in a size limit to make sure every interaction felt private. When we shipped stories on WhatsApp, we limited public content because we worried it might erode the feeling of privacy to see lots of public content — even if it didn’t actually change who you’re sharing with.
In a few years, I expect future versions of Messenger and WhatsApp to become the main ways people communicate on the Facebook network. We’re focused on making both of these apps faster, simpler, more private and more secure, including with end-to-end encryption. We then plan to add more ways to interact privately with your friends, groups, and businesses. If this evolution is successful, interacting with your friends and family across the Facebook network will become a fundamentally more private experience.
Encryption and Safety
People expect their private communications to be secure and to only be seen by the people they’ve sent them to — not hackers, criminals, over-reaching governments, or even the people operating the services they’re using.
There is a growing awareness that the more entities that have access to your data, the more vulnerabilities there are for someone to misuse it or for a cyber attack to expose it. There is also a growing concern among some that technology may be centralizing power in the hands of governments and companies like ours. And some people worry that our services could access their messages and use them for advertising or in other ways they don’t expect.
End-to-end encryption is an important tool in developing a privacy-focused social network. Encryption is decentralizing — it limits services like ours from seeing the content flowing through them and makes it much harder for anyone else to access your information. This is why encryption is an increasingly important part of our online lives, from banking to healthcare services. It’s also why we built end-to-end encryption into WhatsApp after we acquired it.
In the last year, I’ve spoken with dissidents who’ve told me encryption is the reason they are free, or even alive. Governments often make unlawful demands for data, and while we push back and fight these requests in court, there’s always a risk we’ll lose a case — and if the information isn’t encrypted we’d either have to turn over the data or risk our employees being arrested if we failed to comply. This may seem extreme, but we’ve had a case where one of our employees was actually jailed for not providing access to someone’s private information even though we couldn’t access it since it was encrypted.
At the same time, there are real safety concerns to address before we can implement end-to-end encryption across all of our messaging services. Encryption is a powerful tool for privacy, but that includes the privacy of people doing bad things. When billions of people use a service to connect, some of them are going to misuse it for truly terrible things like child exploitation, terrorism, and extortion. We have a responsibility to work with law enforcement and to help prevent these wherever we can. We are working to improve our ability to identify and stop bad actors across our apps by detecting patterns of activity or through other means, even when we can’t see the content of the messages, and we will continue to invest in this work. But we face an inherent tradeoff because we will never find all of the potential harm we do today when our security systems can see the messages themselves.
Finding the right ways to protect both privacy and safety is something societies have historically grappled with. There are still many open questions here and we’ll consult with safety experts, law enforcement and governments on the best ways to implement safety measures. We’ll also need to work together with other platforms to make sure that as an industry we get this right. The more we can create a common approach, the better.
On balance, I believe working towards implementing end-to-end encryption for all private communications is the right thing to do. Messages and calls are some of the most sensitive private conversations people have, and in a world of increasing cyber security threats and heavy-handed government intervention in many countries, people want us to take the extra step to secure their most private data. That seems right to me, as long as we take the time to build the appropriate safety systems that stop bad actors as much as we possibly can within the limits of an encrypted service. We’ve started working on these safety systems building on the work we’ve done in WhatsApp, and we’ll discuss them with experts through 2019 and beyond before fully implementing end-to-end encryption. As we learn more from those experts, we’ll finalize how to roll out these systems.
Reducing Permanence
We increasingly believe it’s important to keep information around for shorter periods of time. People want to know that what they share won’t come back to hurt them later, and reducing the length of time their information is stored and accessible will help.
One challenge in building social tools is the “permanence problem”. As we build up large collections of messages and photos over time, they can become a liability as well as an asset. For example, many people who have been on Facebook for a long time have photos from when they were younger that could be embarrassing. But people also really love keeping a record of their lives. And if all posts on Facebook and Instagram disappeared, people would lose access to a lot of valuable knowledge and experiences others have shared.
I believe there’s an opportunity to set a new standard for private communication platforms — where content automatically expires or is archived over time. Stories already expire after 24 hours unless you archive them, and that gives people the comfort to share more naturally. This philosophy could be extended to all private content.
For example, messages could be deleted after a month or a year by default. This would reduce the risk of your messages resurfacing and embarrassing you later. Of course you’d have the ability to change the timeframe or turn off auto-deletion for your threads if you wanted. And we could also provide an option for you to set individual messages to expire after a few seconds or minutes if you wanted.
It also makes sense to limit the amount of time we store messaging metadata. We use this data to run our spam and safety systems, but we don’t always need to keep it around for a long time. An important part of the solution is to collect less personal data in the first place, which is the way WhatsApp was built from the outset.
Interoperability
People want to be able to choose which service they use to communicate with people. However, today if you want to message people on Facebook you have to use Messenger, on Instagram you have to use Direct, and on WhatsApp you have to use WhatsApp. We want to give people a choice so they can reach their friends across these networks from whichever app they prefer.
We plan to start by making it possible for you to send messages to your contacts using any of our services, and then to extend that interoperability to SMS too. Of course, this would be opt-in and you will be able to keep your accounts separate if you’d like.
There are privacy and security advantages to interoperability. For example, many people use Messenger on Android to send and receive SMS texts. Those texts can’t be end-to-end encrypted because the SMS protocol is not encrypted. With the ability to message across our services, however, you’d be able to send an encrypted message to someone’s phone number in WhatsApp from Messenger.
This could also improve convenience in many experiences where people use Facebook or Instagram as their social network and WhatsApp as their preferred messaging service. For example, lots of people selling items on Marketplace list their phone number so people can message them about buying it. That’s not ideal, because you’re giving strangers your phone number. With interoperability, you’d be able to use WhatsApp to receive messages sent to your Facebook account without sharing your phone number — and the buyer wouldn’t have to worry about whether you prefer to be messaged on one network or the other.
You can imagine many simple experiences — a person discovers a business on Instagram and easily transitions to their preferred messaging app for secure payments and customer support; another person wants to catch up with a friend and can send them a message that goes to their preferred app without having to think about where that person prefers to be reached; or you simply post a story from your day across both Facebook and Instagram and can get all the replies from your friends in one place.
You can already send and receive SMS texts through Messenger on Android today, and we’d like to extend this further in the future, perhaps including the new telecom RCS standard. However, there are several issues we’ll need to work through before this will be possible. First, Apple doesn’t allow apps to interoperate with SMS on their devices, so we’d only be able to do this on Android. Second, we’d need to make sure interoperability doesn’t compromise the expectation of encryption that people already have using WhatsApp. Finally, it would create safety and spam vulnerabilities in an encrypted system to let people send messages from unknown apps where our safety and security systems couldn’t see the patterns of activity.
These are significant challenges and there are many questions here that require further consultation and discussion. But if we can implement this, we can give people more choice to use their preferred service to securely reach the people they want.
Secure Data Storage
People want to know their data is stored securely in places they trust. Looking at the future of the internet and privacy, I believe one of the most important decisions we’ll make is where we’ll build data centers and store people’s sensitive data.
There’s an important difference between providing a service in a country and storing people’s data there. As we build our infrastructure around the world, we’ve chosen not to build data centers in countries that have a track record of violating human rights like privacy or freedom of expression. If we build data centers and store sensitive data in these countries, rather than just caching non-sensitive data, it could make it easier for those governments to take people’s information.
Upholding this principle may mean that our services will get blocked in some countries, or that we won’t be able to enter others anytime soon. That’s a tradeoff we’re willing to make. We do not believe storing people’s data in some countries is a secure enough foundation to build such important internet infrastructure on.
Of course, the best way to protect the most sensitive data is not to store it at all, which is why WhatsApp doesn’t store any encryption keys and we plan to do the same with our other services going forward.
But storing data in more countries also establishes a precedent that emboldens other governments to seek greater access to their citizen’s data and therefore weakens privacy and security protections for people around the world. I think it’s important for the future of the internet and privacy that our industry continues to hold firm against storing people’s data in places where it won’t be secure.
Next Steps
Over the next year and beyond, there are a lot more details and trade-offs to work through related to each of these principles. A lot of this work is in the early stages, and we are committed to consulting with experts, advocates, industry partners, and governments — including law enforcement and regulators — around the world to get these decisions right.
At the same time, working through these principles is only the first step in building out a privacy-focused social platform. Beyond that, significant thought needs to go into all of the services we build on top of that foundation — from how people do payments and financial transactions, to the role of businesses and advertising, to how we can offer a platform for other private services.
But these initial questions are critical to get right. If we do this well, we can create platforms for private sharing that could be even more important to people than the platforms we’ve already built to help people share and connect more openly.
Doing this means taking positions on some of the most important issues facing the future of the internet. As a society, we have an opportunity to set out where we stand, to decide how we value private communications, and who gets to decide how long and where data should be stored.
I believe we should be working towards a world where people can speak privately and live freely knowing that their information will only be seen by who they want to see it and won’t all stick around forever. If we can help move the world in this direction, I will be proud of the difference we’ve made.
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Glossier, known for its line of understated makeup products and a cult-following of millennial Instagrammers, is getting colorful with the launch of its first spin-off brand, Glossier Play.
The company — led by founder and chief executive officer Emily Weiss, who built the nearly $400 million business from a makeup blog called Into The Gloss — has raised a total of $92 million in venture capital funding from top-tier consumer investors Forerunner Ventures, Index Ventures and IVP. Stitch Fix founder Katrina Lake and Forerunner founder and general partner Kirsten Green, are among the company’s board members.
Weiss introduced Glossier in 2014 as a clean-skincare and natural beauty advocate. Today, the direct-to-consumer business boasts a growing line of barely there makeup, designed to mimic Weiss’s own subtle, au naturale vibe. The launch of Glossier Play, inspired by 1970s’ nostalgia, is its first foray into bright colors, glitter and, in the brand’s own words, “dialed-up extras.”
Glossier Play’s initial line-up of “extras” includes colored eyeliners ($15), highlighters ($20), multi-purpose glitter gel ($14) and the “Vinylic Lip” ($16). Customers can purchase “The Playground,” a set that includes each of the new products, for $60.
Introducing Glossier Play! A brand of dialed-up beauty extras that make getting ready the best part about going out. Four new makeup products at https://t.co/4PxDM67E2R pic.twitter.com/ULRrc9Ycn3
— Glossier (@glossier) March 4, 2019
The advertising campaign for the Instagram -friendly line will be led by none other than Instagram star Donté Colley, as well as pop musician Troye Sivan. The new line and future spin-offs will help Glossier compete with beauty incumbents, Estée Lauder and L’Oréal, for example, in a market estimated to be worth $750 billion by 2024.
Glossier, headquartered in New York, counts 200 employees, meager in comparison to its nearly 2 million — and growing — social media following. The company surpassed $100 million in annual revenue in 2018, it tells TechCrunch, and acquired 1 million new customers. In total, Glossier retails 29 products across skincare, makeup, body, and fragrance.
The company won’t be introducing additional brands this year and clarified it is not a brand incubator.
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Women’s health has long been devoid of technological innovation, but when it comes to fertility options, that’s starting to change. Startups in the space are securing hundreds of millions in venture capital investment, a significant increase to the dearth of funding collected in previous years.
Fertility entrepreneurs are focused on a growing market: couples are choosing to reproduce later in life, an increasing number of female breadwinners are able to make their own decisions about when and how to reproduce, and overall, around 10% of women in the US today have trouble conceiving, according to the Centers for Disease Control and Prevention.
Startups, as a result, are working to improve various pain points in a women’s fertility journey, whether that be with new-age brick-and-mortar clinics, information platforms, mobile applications, wearables, direct-to-consumer medical tests or otherwise.
Although the investment numbers are still relatively small (compared to, say, scooters), the trend is up — here’s the latest from founders and investors in the space.
Clue, a period and ovulation-tracking app, co-founder and CEO Ida Tin talks at TechCrunch Disrupt Berlin 2017 (Photo by Noam Galai/Getty Images for TechCrunch)
This fall, TechCrunch received a tip that SoftBank, a prolific venture capital firm known for its nearly $100 billion Vision Fund, was investing in Glow, a period-tracking app meant to help women get pregnant. Max Levchin, Glow’s co-founder and a well-known member of the PayPal mafia, succinctly responded to a TechCrunch inquiry regarding the deal via e-mail: “Fairly sure you got this particular story wrong,” he wrote. Glow co-founder and chief executive officer Mike Huang did not respond to multiple requests for comment at the time.
Needless to say, some semblance of a SoftBank fertility deal got this reporter interested in a space that seldom populates tech blogs.
Femtech, a term coined by Ida Tin, the founder of another period and ovulation-tracking app Clue, is defined as any software, diagnostics, products and services that leverage technology to improve women’s health. Femtech, and more specifically the businesses in the fertility and contraception lanes, hasn’t made headlines as often as AI or blockchain technology has, for example. Probably because companies in the sector haven’t closed as many notable venture deals. That’s changing.
The global fertility services market is expected to exceed $21 billion by 2020, according to Technavio. Meanwhile, private investment in the femtech space surpassed $400 million in 2018 after reaching a high of $354 million the previous year, per data collected from PitchBook and Crunchbase. This year already several companies have inked venture deals, including men’s fertility business Dadi and Extend Fertility, which helps women freeze their eggs.
“In the last three to six months, it feels like investor interest has gone through the roof,” Jake Anderson-Bialis, co-founder of FertilityIQ and a former investor at Sequoia Capital, told TechCrunch. “It’s three to four emails a day; people are coming out of the woodwork. It feels like somebody shook the snow globe here and it just hasn’t stopped for months now.”

Dadi, Extend Fertility and FertilityIQ are among a growing list of startups in the fertility space to crop up in recent years. FertilityIQ, for its part, provides a digital platform for fertility patients to research and review doctors and clinics. The company also collects data and issues reports, like this one, which ranked businesses by fertility benefits. Anderson-Bialis launched the platform with his wife, co-founder Deborah Anderson-Bialis, in 2016 after the pair overcame their own set of infertility issues.
Anderson-Bialis said he has recently fielded requests from seed, Series A and growth-stage investors interested in exploring the growing fertility market. His company, however, has yet to raise any outside capital. Why? He doesn’t see FertilityIQ as a venture-scale business, but rather a passion project, and he’s skeptical of the true market opportunity for other businesses in the space.
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Instagram is threatening to attack Pinterest just as it files to go public the same way the Facebook-owned app did to Snapchat. Code buried in Instagram for Android shows the company has prototyped an option to create public “Collections” to which multiple users can contribute. Instagram launched private Collections two years ago to let you Save and organize your favorite feed posts. But by allowing users to make Collections public, Instagram would become a direct competitor to Pinterest.
Instagram public Collections could spark a new medium of content curation. People could use the feature to bundle together their favorite memes, travel destinations, fashion items or art. That could cut down on unconsented content stealing that’s caused backlash against meme “curators” like F*ckJerry by giving an alternative to screenshotting and reposting other people’s stuff. Instead of just representing yourself with your own content, you could express your identity through the things you love — even if you didn’t photograph them yourself. And if that sounds familiar, you’ll understand why this could be problematic for Pinterest’s upcoming $12 billion IPO.

The “Make Collection Public” option was discovered by frequent TechCrunch tipster and reverse engineering specialist Jane Manchun Wong. It’s not available to the public, but from the Instagram for Android code, she was able to generate a screenshot of the prototype. It shows the ability to toggle on public visibility for a Collection, and tag contributors who can also add to the Collection. Previously, Collections was always a private, solo feature for organizing your bookmarks gathered through the Instagram Save feature Instagram launched in late 2016.
Instagram told TechCrunch “we’re not testing this,” which is its standard response to press inquiries about products that aren’t available to public users, but that are in internal development. It could be a while until Instagram does start experimenting publicly with the feature and longer before a launch, and the company could always scrap the option. But it’s a sensible way to give users more to do and share on Instagram, and the prototype gives insight into the app’s strategy. Facebook launched its own Pinterest -style shareable Sets in 2017 and launched sharable Collections in December.
Currently there’s nothing in the Instagram code about users being able to follow each other’s Collections, but that would seem like a logical and powerful next step. Instagrammers can already follow hashtags to see new posts with them routed to their feed. Offering a similar way to follow Collections could turn people into star curators rather than star creators without the need to rip off anyone’s content. Speaking of infuencers, Wong also spotted Instagram prototyping IGTV picture-in-picture, so you could keep watching a long-form video after closing the app and navigating the rest of your phone.
Instagram lets users Save posts, which can then be organized into Collections
Public Collections could fuel Instagram’s commerce strategy that Mark Zuckerberg recently said would be a big part of the road map. Instagram already has a personalized Shopping feed in Explore, and The Verge’s Casey Newton reported last year that Instagram was working on a dedicated shopping app. It’s easy to imagine fashionistas, magazines and brands sharing Collections of their favorite buyable items.
It’s worth remembering that Instagram launched its copycat of Snapchat Stories just six months before Snap went public. As we predicted, that reduced Snapchat’s growth rate by 88 percent. Two years later, Snapchat isn’t growing at all, and its share price is at just a third of its peak. With more than 1 billion monthly and 500 million daily users, Instagram is four times the size of Pinterest. Instagram loyalists might find it’s easier to use the “good enough” public Collections feature where they already have a social graph than try to build a following from scratch on Pinterest.
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After weeks of leaks, Samsung still managed to save some surprises for today’s event. One of the most interesting among them is a partnership with Instagram that brings Stories directly to the camera app.
It’s an interesting partnership, and mutually beneficial for both parties. For some, it could signal a kind of return to pre-loaded bloatware, but at least in the case of Instagram, the app is virtually ubiquitous for most users at this point anyway.
The mode got a brief demo onstage today — it’s pretty much what you’d expect out of the thing, bringing filters directly to the camera software and letting you upload straight to service without leaving Samsung’s default camera software.
Smartphone makers have had increasing difficulty distinguishing their camera offerings in recent years. The last several generations of products like the Galaxy line, iPhone and Pixel have increasingly relied on AI/ML/software updates to set themselves apart, so these kinds of partnerships could certainly play a role in that going forward.
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As online gaming becomes the new social forum for living out virtual lives, a new startup called Medal.tv has raised $3.5 million for its in-game clipping service to capture and share the Kodak moments and digital memories that are increasingly happening in places like Fortnite or Apex Legends.
Digital worlds like Fortnite are now far more than just a massively multiplayer gaming space. They’re places where communities form, where social conversations happen and where, increasingly, people are spending the bulk of their time online. They even host concerts — like the one from EDM artist Marshmello, which drew (according to the DJ himself) roughly 10 million players onto the platform.
While several services exist to provide clips of live streams from gamers who broadcast on platforms like Twitch, Medal.tv bills itself as the first to offer clipping services for the private games that more casual gamers play among friends and far-flung strangers around the world.
“Essentially the next generation is spending the same time inside games that we used to playing sports outside and things like that,” says Medal.tv’s co-founder and chief executive, Pim DeWitte. “It’s not possible to tell how far it will go. People will capture as many if not more moments for the reason that it’s simpler.”
The company marks a return to the world of gaming for DeWitte, a serial entrepreneur who first started coding when he was 13 years old.
Hailing from a small town in the Netherlands called Nijmegen, DeWitte first reaped the rewards of startup success with a gaming company called SoulSplit. Built on the back of his popular YouTube channel, the SoulSplit game was launched with DeWitte’s childhood friend, Iggy Harmsen, and a fellow online gamer, Josh Lipson, who came on board as SoulSplit’s chief technology officer.
At its height, SoulSplit was bringing in $1 million in revenue and employed roughly 30 people, according to interviews with DeWitte.
The company shut down in 2015 and the co-founders split up to pursue other projects. For DeWitte that meant a stint working with Doctors Without Borders on an app called MapSwipe that would use satellite imagery to better locate people in the event of a humanitarian crisis. He also helped the nonprofit develop a tablet that could be used by doctors deployed to treat Ebola outbreaks.
Then in 2017, as social gaming was becoming more popular on games like Fortnite, DeWitte and his co-founders returned to the industry to launch Medal.tv.
It initially started as a marketing tool to get people interested in playing the games that DeWitte and his co-founders were hoping to develop. But as the clipping service took off, DeWitte and co. realized they potentially had a more interesting social service on their hands.
“We were going to build a mobile app and were going to load a bunch of videos of people playing games and then we we’re going to load videos of our games,” DeWitte says.
The service allows users to capture the last 15 seconds of gameplay using different recording mechanisms based on game type. Medal.tv captures gameplay on a device and users can opt-in to record sound as well.
“It is programmed so that it only records the game,” DeWitte says. “There is no inbound connection. It only calls for the API [and] all of the things that would be somewhat dangerous from a privacy perspective are all opt-in.”
There are roughly 30,000 users on the platform every week and around 15,000 daily active users, according to DeWitte. Launched last May, the company has been growing between 5 percent and 10 percent weekly, according to DeWitte. Typically, users are sharing clips through Discord, WhatsApp and Instagram direct messages, DeWitte said.
In addition to the consumer-facing clipping service, Medal also offers a data collection service that aggregates information about the clips that are shared by Medal’s users so game developers and streamers can get a sense of how clips are being shared across which platform.
“We look at clips as a form of communication and in most activity that we see, that’s how it’s being used,” says DeWitte.
But that information is also valuable to esports organizations to determine where they need to allocate new resources.
“Medal.tv Metrics is spectacular,” said Peter Levin, chairman of the Immortals esports organization, in a statement. “With it, any gaming organization gains clear, actionable insights into the organic reach of their content, and can build a roadmap to increase it in a measurable way.”
The activity that Medal was seeing was impressive enough to attract the attention of investors led by Backed VC and Initial Capital. Ridge Ventures, Makers Fund and Social Starts participated in the company’s $3.5 million round as well, with Alex Brunicki, a founding partner at Backed, and Matteo Vallone, principal at Initial, joining the company’s board.
“Emerging generations are experiencing moments inside games the same way we used to with sports and festivals growing up. Digital and physical identity are merging and the technology for gamers hasn’t evolved to support that,” said Brunicki in a statement.
Medal’s platform works with games like Apex Legends, Fortnite, Roblox, Minecraft and Oldschool Runescape (where DeWitte first cut his teeth in gaming).
“Friends are the main driver of game discovery, and game developers benefit from shareable games as a result. Medal.tv is trying to enable that without the complexity of streaming,” said Vallone, who previously headed up games for Google Play Europe, and now sits on the Medal board.
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Mark Zuckerberg recently revealed that commerce is a huge part of the 2019 road map for Facebook’s family of apps. But before people can easily buy things from Instagram etc., Facebook needs their credit card info on file. That’s a potentially lucrative side effect of Instagram’s plan to launch a Fundraiser sticker in 2019. Facebook’s own Donate buttons have raised $1 billion, and bringing them to Instagram’s 1 billion users could do a lot of good while furthering Facebook’s commerce strategy.
New code and imagery dug out of Instagram’s Android app reveals how the Fundraiser stickers will allow you to search for nonprofits and add a Donate button for them to your Instagram Story. After you’ve donated to something once, Instagram could offer instant checkout on stuff you want to buy using the same payment details.

Back in 2013 when Facebook launched its Donate button, I suggested that it could add a “remove credit card after checkout” option to its fundraisers if it wanted to make it clear that the feature was purely altruistic. Facebook never did that. You still need to go into your payment settings or click through the See Receipt option after donating and then edit your account settings to remove your credit card. We’ll see if Instagram is any different. We’ve also asked whether Instagrammers will be able to raise money for personal causes, which would make it more of a competitor to GoFundMe — which has sadly become the social safety net for many facing healthcare crises.
Facebook mentioned at its Communities Summit earlier this month that it’d be building Instagram Fundraiser stickers, but the announcement was largely overshadowed by the company’s reveal of new Groups features. This week, TechCrunch tipster Ishan Agarwal found code in the Instagram Android app detailing how users will be able search for nonprofits or browse collections of Suggested charities and ones they follow. They can then overlay a Donate button sticker on their Instagram Story that their followers can click through to contribute.
We then asked reverse-engineering specialist Jane Manchun Wong to take a look, and she was able to generate the screenshots seen above that show a green heart icon for the Fundraiser sticker plus the nonprofit search engine. A Facebook spokespeople tells me that “We are in early stages and working hard to bring this experience to our community . . . Instagram is all about bringing you closer to the people and things you love, and a big part of that is showing support for and bringing awareness to meaningful communities and causes. Later this year, people will be able to raise money and help support nonprofits that are important to them through a donation sticker in Instagram Stories. We’re excited to bring this experience to our community and will share more updates in the coming months.”

Zuckerberg said during the Q4 2018 earnings call last month that “In Instagram, one of the areas I’m most excited about this year is commerce and shopping . . . there’s also a very big opportunity in basically enabling the transactions and making it so that the buying experience is good.” Streamlining those transactions through saved payment details means more people will complete their purchase rather than abandoning their cart. Facebook CFO David Wehner noted on the call that “Continuing to build good advertising products for our e-commerce clients on the advertising side will be a more important contributor to revenue in the foreseeable future.” Even though Facebook isn’t charging a fee on transactions, powering higher commerce conversion rates convinces merchants to buy more ads on the platform.
With all the talk of envy spiraling, phone addiction, bullying and political propaganda, enabling donations is at least one way Instagram can prove it’s beneficial to the world. Snapchat lacks formal charity features, and Twitter appears to have ended its experiment allowing nonprofits to tweet donate buttons. Despite all the flack Facebook rightfully takes, the company has shown a strong track record with philanthropy that mirrors Zuckerberg’s own $47 billion commitment through the Chan Zuckerberg Initiative. And if having some relatively benign secondary business benefit speeds companies toward assisting nonprofits, that’s a trade-off we should be willing to embrace.
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Insta-chat addicts, rejoice. You could soon be trading memes and emojis from your computer. Instagram is internally testing a web version of Instagram Direct messaging that lets people chat without the app. If, or more likely, when this rolls out publicly, users on a desktop or laptop PC or Mac, a non-Android or iPhone or that access Instagram via a mobile web browser will be able to privately message other Instagrammers.
Instagram web DMs was one of the features I called for in a product wish list I published in December alongside a See More Like This button for the feed and an upload quality indicator so your Stories don’t look crappy if you’re on a slow connection.
A web version could make Instagram Direct a more full-fledged SMS alternative rather than just a tacked-on feature for discussing the photo and video app’s content. Messages are a massive driver of engagement that frequently draws people back to an app, and knowing friends can receive them anywhere could get users sending more. While Facebook doesn’t monetize Instagram Direct itself, it could get users browsing through more ads while they wait for replies.

Given Facebook’s own chat feature started on the web before going mobile and getting its own Messenger app, and WhatsApp launched a web portal in 2015 followed by desktop clients in 2016, it’s sensible for Instagram Direct to embrace the web too. It could also pave the way for Facebook’s upcoming unification of the backend infrastructure for Messenger, WhatsApp and Instagram Direct that should expand encryption and allow cross-app chat, as reported by The New York Times’ Mike Isaac.
Mobile reverse-engineering specialist and frequent TechCrunch tipster Jane Manchun Wong alerted us to Instagram’s test. It’s not available to users yet, as it’s still being internally “dogfooded” — used heavily by employees to identify bugs or necessary product changes. But she was able to dig past security and access the feature from both a desktop computer and mobile web browser.
In the current design, Direct on the web is available from a Direct arrow icon in the top right of the screen. The feature looks like it will use an Instagram.com/direct/…. URL structure. If the feature becomes popular, perhaps Facebook will break it out with its own Direct destination website similar to https://www.messenger.com, which launched in 2015. Instagram began testing a standalone Direct app last year, but it’s yet to be officially launched and doesn’t seem exceedingly popular.
Instagram’s web experience has long lagged behind its native apps. You still can’t post Stories from the desktop like you can with Facebook Stories. It only added notifications on the web in 2016 and Explore, plus some other features, in 2017.
Instagram did not respond to requests for comment before press time. The company rarely provides a statement on internal features in development until they’re being externally tested on the public, at which point it typically tells us “We’re always testing ways to improve the Instagram experience.” [Update: Instagram confirms to TechCrunch it’s not publicly testing this, which is its go-to line when a product surfaces that’s still in internal development. Meanwhile, Wong notes that Instagram has now cut off her access to the web Direct feature.]
After cloning Snapchat Stories to create Instagram Stories, the Facebook-owned app decimated Snap’s growth rate. That left Snapchat to focus on premium video and messaging. Last year Instagram built IGTV to compete with Snapchat Discover. And now with it testing a web version of Direct, it seems poised to challenge Snap for chat too.
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Unlike 2000 and 2008, everyone in the startup world is expecting a crash to come at any moment. But few are taking concrete steps to prepare for it.
If you’re running a venture-backed startup, you should probably get on that. First, go read RIP Good Times from Sequoia to get a sense for how bad it can get, quickly. Then take a look at the checklist below. You don’t need to build a bomb shelter, yet, but adopting a bit of the prepper mentality now will pay dividends down the road.
The first step in preparing for a coming downturn is making a plan for how you’d get to a point of sustainability. Many startups have been lulled into a false sense of confidence that profit is something they can figure out “later.” Keep in mind, it has to be done eventually and it’s easier to do when the broader economy isn’t crashing around you. There are two complicating factors to keep in mind.
In a downturn, business customers skip investing in capital equipment and new software. Likewise, consumer discretionary spending goes way down. The result is you’ll likely have less revenue than you do now. War-game a variety of scenarios — what you’d do if you lost 20 percent, 50 percent or 80 percent of your revenue, and what decisions would have to be taken to survive.
When a downturn comes, capital markets don’t soften, they seize. Depending on how bad a hypothetical financial crisis got, there’s a good chance that investors would close up their checkbooks and triage. If you aren’t one of your investor’s favorite portfolio companies, there’s a decent chance you may be left in the cold. Don’t even assume you’ll be able to close a down round. Fortunately, showing a plan with a clear path to profitability will allay investors concerns that you’ll need their capital indefinitely and make it more likely you’ll be able to raise.
Planning around these three realities — the need for profits, while experiencing dropping revenue, in a world where capital can’t be had at any valuation — is going to lead to unpleasant conclusions. A dramatically diminished business, major layoffs, and a decisive drop in morale are likely outcomes. Thankfully, you can take steps now to help soften the landing, or if you’re really successful, avoid it entirely.
Getting acquisition costs under control will help you in two ways. First, it’ll lower your burn rate. Chasing growth for growth’s sake is always a short-sighted decision, but especially during the late part of the business cycle. Avoid this even if you’re VC is encouraging it. Second, by carefully analyzing the inputs to your acquisition cost, it will force you to examine the dynamics of your business. It gives you an opportunity to decide if a poorly performing channel or lackluster sales reps are actually smart investments. Even cutting your payback period from 12 months to nine will provide an increased measure of visibility and control.
Instagram took over the web with a team of a dozen. Craigslist is a pillar of the internet with a staff of 40 employees. WhatsApp supported hundreds of millions of daily users with fewer than 50 people. Chances are you need fewer people than you think.
In his new book, Scott Belsky shares an algorithm he used building Behance into a $100M company — automate, automate, then hire. His point was that founders should encourage teams to push hard on improving processes and other labor-saving tools before adding more FTEs.
Don’t institute a hiring freeze or take other actions that might spook the staff, but do send the message that new hires should be the last resort, not the first response to a challenge.
Founders often try to change spending habits, and in turn culture, when it’s too late. Is there a fair bit of business class flying among the executive team? Do your employees stretch your free dinner policy by staying just past the dinner hour to take advantage of free food? At most tech ventures, everyone is truly an owner. Try to help the entire team to internalize that they are spending their own money.
The week the market drops 50 percent is not the week to start a M&A conversation. You should be getting to know the five most likely buyers of your company, now. Find out who the decision makers at each of the companies are and build relationships. Make it a point to catch up with these people at conferences and even consider sending them regular updates about your company’s progress (but not too much data). You’re not running a formal sales process, but helping build up the internal desire to buy your company if the opportunity presents itself. It may not be the exit of your dreams, but it’s nice to have options if you need them.
If you’re coming to a T-juncture regarding office space, you may want to prioritize price and lease flexibility over quality and location. I remember one of our offices at my start-up was a twelve month lease with 6 months free. The landlords were desperate, and so were we!
If you’re in the kind of business that will support annual contracts, figure out a way to offer them. Pre-sell credits to consumers at a discount. More fundamentally, think about how you might be able to adjust your business model so you can get paid before you deliver services. Plenty of viable businesses are asphyxiated by delays in accounts receivable, don’t allow your ambitions to be thwarted by accounting.
One lesson learned in the 2000 bubble was that startups that serve other startups tend to be hit hardest. It’s important to think about how a downturn will impact your customer base. If more than 30 percent of your revenue comes from one industry (perhaps start-ups!), or heaven help you, a single customer, start thinking about managing risk by diversifying your customer base.
Topping up your balance sheet at this point isn’t a bad idea, provided you have the discipline to treat it as a rainy day fund. Communicate this rationale to your investors. It’s also important to use this moment to reflect on valuation. An eye-popping valuation will feel good when you sign the term sheet, but it’s going to feel like a millstone if the economy turns, and the market for blue-chip tech stocks drops precipitously.
Many VCs discourage venture debt. They’ll say “if you need more money, we’ll backstop you.” The problem is when things ugly, they may not be there. Debt providers are a good way to extend the runway. The thing is that it’s best to raise debt capital when you don’t need it. Venture debt can add ⅓ to ½ of additional capital to some funding rounds with minimal dilution and relatively modest interest rates. Do note that when things get bad, some debt funds can get aggressive so do your homework before taking the notes.
It’s tough to predict the top of the market. CNN, Time, The Atlantic, The Wall Street Journal, and many others argued Facebook paying $1 billion for Instagram was a sure sign of a bubble — in 2012. Reputable commentators have claimed that we’re in a bubble every year since, see 2013, 2014, 2015, 2016, 2017, and 2018. Going into survival mode in any of those years would have been a serious mistake for most startups.
Still, we’re only two quarters away from marking the longest economic expansion in US history. The good times have got to end at some point. Venture capital is a hell of a drug and withdrawal can be painful. Keep in mind that there’s no correlation between how much a company raised and how well they did on the public markets. If you’re struggling to make your startup’s economics work, read up on dozens of “invisible unicorns” who show that you can get big without relying on outsized amounts of venture capital.
If your house is in order when the downturn hits, you may actually be able to grow through it. As unprepared competitors go out of business, you’ll find that talent is more plentiful and customer acquisition costs plummet. Some of the best companies have been founded and thrived in the worst of times — if you’re prepared.
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