NGL · B2C · anonymous messaging app
When Instagram opens Story links to everyone, rebuild an old viral idea on it
150M monthly users; more downloads than YOLO, Yik Yak and ask.fm
What they did
What happened
- Stage
- idea / launch
In their words
Hunter Isaacson - Meet The Guy Who Solved Growing Apps
HostThat's awesome. Can you just walk through the journey of NGL a little bit, for people who don't know yet?
Hunter IsaacsonYeah, for sure. We started the company right when Instagram released the link feature for everybody. It used to be that you could only post links if you had 10,000 followers, so, you know, only people that were influencers, basically, could ever shill anything on their story. So, they change this at the end of October of 2021, and that's literally right when we started building the app. Like, the second that we saw this, myself and a few friends of mine,
Hunter Isaacsonwe got on a Zoom call on Halloween and we're like, "We need to build a product for this. What's the most viral thing we can think of?" And we're like, "Let's build an anonymous messaging platform on top of Instagram." The consumer world is so small, we thought everyone was going to do this. We thought this was going to be like the number one thing people were going to build. So, our focus was like, how do we build this in like as fast as possible? We built the app in about a month,
Hunter Isaacsonbut then it was like six months of nobody using it. So, it was like our assumption that everybody saw the opportunity was like so wrong. No one cloned us until after we went viral. That six months was very hard. We tried a lot of different things. You know, we rebranded the app first, just design-wise, then I changed the name. I came up with the name NGL. We got a sick domain, ngl.link.
Host… new invention. Like, there's anonymous messaging app came before this, but did not take advantage of this exact platform shift that you talked about, which is the link in Instagram Story. I'm curious if is this the way that you think of products in general? Like, tying a an existing concept with a new platform arbitrage, is that like a way to always think about startups? Or are there other frameworks that you think about starting products?
Hunter IsaacsonThat's definitely a good framework, I would say. Like, find existing things that have happened on other networks or other distribution mechanisms, and just switch the distribution mechanism, and improve the product to a certain degree. And and you're right, you know, before NGL there was YOLO, Yik Yak, ask.fm. We could go all the way back, I mean, Formspring, like this is a a behavior on the internet that's existed for a long time. I do think that the reason NGL went as big as it did
Hunter Isaacsonand has more downloads than all of those apps is because we use the biggest distribution graph of all, which is the Instagram graph. That's why it did so well. But NGL also is huge on other platforms, too. Twitter, it's big on WhatsApp, like it's big across the board, I think, also, because a lot of these anonymous apps kind of overcomplicated them after they were successful, right? They added feeds, and they added complicated profile tools, and like, if you look at NGL today,
Hunter Isaacsonand you look at NGL when it went viral, it's very, very similar. It's not changed to a a large order of magnitude. I'd say that it's more been optimized and refined, and that we found ways to just like make the product cooler and more fun and more engaging, but we didn't, you know, add multiple more tabs, and you know, make it super confusing. Like, it stayed relatively the same.
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More from this episode
- Pay influencers about $100 each to post your link to their StoryOne small blip after ~4 months: a school cluster in one country
- Redesign, rename to a short slang word, and buy a matching .link domainCame before the breakout; no separate result reported
- Build Android fast when your first users come from a poorer countryNext marketing round after Android went viral worldwide within a week
- Post TikToks of someone reacting to a shocking anonymous message they got~1M views fast; first 1,000 users in a day, then global in a week
- Have every user post their link, so friends who quit see it and returnChurn offset by a very high redownload rate; still popular 3 years on
- Charge power users $1-$7 a week, priced by country wealth; keep the rest freeMulti-eight-figure yearly revenue from a small share of users
- Say 'Get your own messages' instead of 'Download this app' after someone sends oneVery high share of new visitors go straight to the App Store
- Get users to a 'copy link, share' screen in 20 seconds with GIF instructionsCore loop behind 150M monthly users; no step-level numbers
- Track users who post a link and get 2+ replies; don't add feedsProduct barely changed since going viral; outlasted rivals that overcomplicated
- Name the app after a trending meme; post jokes in every college Facebook group40,000-person waitlist, 7 women per man; top 10 in Social
- Let women bring their best friend to video dates; both pairs must agree7 women per man on the waitlist, unheard of in dating
- Run the first version by hand over Zoom, sending meeting codes, before buildingThen built the real app very quickly; no separate result
- Let people swipe to add strangers on Snapchat, which lacked good friend suggestions70M downloads
- Have celebrities post a Story link to a web queue for short video callsEarly tests went well, but ~$20K per influencer post killed the economics
- Put your app in the share menu, then show a step-by-step setup guideWent close to #1 in the App Store
- Give most of the 1% trading fee to whoever invited or tipped off buyers
- Pay token creators 1% of every trade, not just the launch
- Let users deposit with Apple Pay through MoonPay
- Add invite screens to every app so paid users bring friendsFounder says it works; no numbers
- Spend 2.5 years and a paid agency perfecting a complex social appNever left TestFlight; shut down in 2020
Tags: instagram, platform-shift, distribution-arbitrage, anonymous-messaging, speed