He's offering his opinion, how can there be any source?

He basically said it's based only on financials. Perhaps better to say why you feel he should change his opinion, just need on Snap's spiel?

Between the two I'm more inclined to believe "industry practice + financials" than "marketing spiel".

Do you (or above else) have anything better to go on?

so when they do these sponsored filters, say the taco bell one? I wonder what metadata they send to taco bell saying hey look all these people used the your filter.. I mean I doubt it's just a number, taco bell would want some uniqueness? If would be nice if snapchat published the metadata fields so users can see what they expose by using sponsor filters n such? This is my basic understanding though I don't know that much abotu snapchat