Abstract geometric composition illustrating one tweet, 1.3 billion dollars, and the redesign nobody wanted

February 2018 ยท Social Media

One Tweet, 1.3 Billion Dollars, and the Redesign Nobody Wanted

Snapchat spent months defending a redesign its users hated, and then a single sentence from Kylie Jenner did the arithmetic in public.

I was on a client status call yesterday when someone read a tweet out loud in the voice you use for an analyst note. 'Sooo does anyone else not open Snapchat anymore?' Kylie Jenner, one sentence, a shrug at the end. By the close of the next session Snap had shed something like 1.3 billion dollars in market value.

Everyone laughed. Then everyone got quiet, because half of them have a redesign in flight.

The tweet is not the story. The tweet is the receipt.

Snap shipped a redesign in November that separated friends from publishers, and users hated it immediately and loudly. There is a petition with over a million signatures asking them to put it back. The company's answer, for three months, has been a version of the same paragraph: change is disruptive, the new architecture is better, give it time, the numbers will come around.

When your users tell you the product got worse and you tell them they will adjust, you have stopped doing product work and started doing brand damage.

I want to be fair about the redesign itself. Separating your friends from professional content is a defensible call. Instagram Stories had eaten the casual sharing behavior and Snap needed a media business that advertisers could actually buy. There is a real strategy under there. The execution buried the one thing the product was loved for, which was that opening the app felt like opening a group text and not a magazine.

The tweet is not the story. The tweet is the receipt.

Here is what a million signatures actually was. It was three months of free research, delivered unprompted, with the answer already in it. Snap treated it as a communications problem. Draft a better explanation. Wait out the news cycle. Point at retention charts that had not caught up yet.

So the correction arrived from outside, priced by the market, attached to the name of a twenty year old with a large following and no obligation to be diplomatic. That is what happens when you refuse to absorb feedback at the cheap end. It comes back at the expensive end, and you do not get to choose the messenger.

I have watched this from inside brand strategy rooms. A team defends a decision past the point of belief because reversing it would mean the six months were wasted. They were not wasted. You learned the thing. Refusing to say so out loud is the only part that costs money.

The uncomfortable lesson for the rest of us is not about celebrities. It is that your users were saying the same thing in November for free, in your own support inbox, and nobody built a slide out of it.

Truffles has never once adjusted to a change in her food. Snap could have learned something from that.