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Strava is facing a crisis as Garmin, the source of 60-75% of Strava's data, threatens to cut off API access, which could devastate Strava's business and potentially derail its planned $XXX billion IPO. Strava's leadership is scrambling to respond, with an executive meeting underway to figure out how to save the company. The dispute centers on data ownership and usage, with Garmin wanting its logo on social media shares and Strava resisting.
Social category influence technology brands XXXXX% finance XXXX% countries XXXX% celebrities XXXX% social networks XXXX% stocks XXXX%
Social topic influence garmin #46, ipo #138, $22b #1, mega #1706, integration 1.92%, $50bn #2, zach #518, countries 0.96%, age of 0.96%, $275m XXXX%
Top accounts mentioned or mentioned by @zachpogrob @humrashid @grok @tylerbevacqua @liamkillingstad @benjikuo @christophermori @zenithmasterr @thesamrapaport @prestomode @julianmbright @tmuxvim @rifleman4327 @elonmusk @kwinjuice @cpgwire @sobradob @fahdananta @joahspearman @fidelcacheflow
Top assets mentioned Garmin Ltd. (GRMN)
Top posts by engagements in the last XX hours
"@AutismCapital This feature will be great if we can select specific countries and never see a tweet from them again"
X Link @Hunter_Weiss 2025-10-14T16:37Z 23.6K followers, 4357 engagements
"Start-ups/private companies can pull this off in X months or less while Fortune XXX public companies would take a year to plan budget and execute. It would still end up feeling too corporate once the agency of records has XX people in a room shutting down ideas. The age of experimental marketing is back and companies are hungry for fresh eyeballs from original ideas. Great execution @rohanrkumar"
X Link @Hunter_Weiss 2025-10-15T20:20Z 23.6K followers, 1264 engagements
"@hamevs Theyll be okay Garmin has a very trusted and strong brand of consumers who dont even use Strava"
X Link @Hunter_Weiss 2025-10-07T00:45Z 23.6K followers, XXX engagements
"@humrashid @zachpogrob Yeah. thing is Strava still has revenue somewhere between $275M and $500M a year but if they lose Garmin integration they will lose a lot of subscribers"
X Link @Hunter_Weiss 2025-10-07T15:23Z 23.6K followers, 17.2K engagements
"Users are MAD @zachpogrob game time"
X Link @Hunter_Weiss 2025-10-07T13:57Z 23.6K followers, 68.3K engagements
"@Fran_Kilinski Coros is sending all your data back to China Garmin USA Coros China"
X Link @Hunter_Weiss 2025-10-12T20:16Z 23.6K followers, 2497 engagements
"This is AI video counter culture btw. Expect to see more b2b livestreams now. There will be endless clips to pull from this at the end. Well-executed production. Can turn on & jump in anywhere. Shock factor set with the receipts of wtf is going on. Out of the box marketing W"
X Link @Hunter_Weiss 2025-10-15T20:13Z 23.6K followers, 29.3K engagements
"@elonmusk @SpaceX Can you post the camera rig set up yall have mounted on these. Curious what @SpaceX is using/how you mount"
X Link @Hunter_Weiss 2025-10-14T02:03Z 23.6K followers, XXX engagements
"@gxonio @humrashid @zachpogrob lol yeah Garmin isn't going anywhere good luck against a $50bn company growing rev XX% a year"
X Link @Hunter_Weiss 2025-10-07T18:40Z 23.6K followers, 1351 engagements
"Private equity got the X Games. Is it over"
X Link @Hunter_Weiss 2025-09-24T16:30Z 23.6K followers, 2284 engagements
"Is Strava writing its OWN death certificate before an alleged $2.2B IPO Strava buys Runna Realized they mega fucked up because RUNNA doesnt work well Decides to sue Garmin Garmin is XX% of their upload data Garmin wants watermark on Strava api shares Strava thinks they created heatmaps Strava API is wrapper of Garmin API Garmin wants API attribution Garmin created heat maps and segments before Strava did Strava suing saying they have heat map IP patent Strava needs original IP win against Garmin to value IPO higher Backfiring API wrapper wars right before $2.2B IPO Garmin threatening to pull"
X Link @Hunter_Weiss 2025-10-07T13:19Z 23.6K followers, 890.5K engagements
"@zachpogrob If Strava wants to maximize the IPO extraction Strava can push a notification in their app to 150M user devices that they are going public and retail will buy & hold the bag"
X Link @Hunter_Weiss 2025-10-07T23:11Z 23.6K followers, 35.9K engagements
"@sobradob Me too. Big fan of Garmin. I was using Garmin when I was XX and found Strava by accident from being invited to beta test bike features Ive been a user of both for most of my life"
X Link @Hunter_Weiss 2025-10-07T14:41Z 23.6K followers, 9170 engagements
"BREAKING: THE STRAVA FILES & SHARE AURA On August 22nd Strava emailed @zachpogrob to add a Strava watermark to all shares from Share Aura XX days after they launched or they would cap new users permanently. Zach says NO and removes Strava as a new integration to Share Aura after 10000 Strava connects in X days On July 1st Garmin asks Strava to put their watermark on Strava data/shares or lose API access on Nov 1st (not resolved yet) Strava responds by suing Garmin on Sept XX for patent infringement on heatmaps and segments as a retaliation against Garmin API/watermark demands. HERE IS THE"
X Link @Hunter_Weiss 2025-10-08T18:57Z 23.6K followers, 316.3K engagements
"28 year old Connor Mantz breaks the American marathon record He ran a 2:04:43 in Chicago Thats a 4:46/mile for XXXX miles"
X Link @Hunter_Weiss 2025-10-12T18:00Z 23.6K followers, 2242 engagements
"Citibikes need to be reverted back to 20mph with a sign your rights away waiver in the app to unlock. If you dont sign you can ride at 15mph. GIVE US THE SPEED BACK. Old man Eric Adams is clearly afraid of speed and added communist levels of control over the citi bikes. REVERT"
X Link @Hunter_Weiss 2025-10-15T00:36Z 23.6K followers, 1758 engagements
"@zachpogrob Strava raised $110M in 2020 Co-founder/CEO steps down after XX years of running Strava to bring in new a CEO January 2024 to align Strava for future IPO Has a fundraise in May 2025 to value Strava at $2.2bn Sues Garmin its #1 data source. Garmin threatens to pull API"
X Link @Hunter_Weiss 2025-10-07T14:40Z 23.6K followers, 54.3K engagements
"It looks like Garmin will win the API war"
X Link @Hunter_Weiss 2025-10-10T21:20Z 23.6K followers, 13.8K engagements
"HOW MUCH IS STRAVA WORTH As we wait for an S-1 let's speculate Strava has XXX employees listed on LinkedIn Runna AI (acquired) adds XXX Combined org: 850900 headcount Payroll burn low-end estimate (unlikely) $100M/yr Realistic range $150250M+ given senior salaries ($220K350K SF avg) + new executive hires XX open roles on LinkedIn around $120K300K Heavy ML / AI hiring across product and infra Cloud + data costs for 150M users $3070M/yr (could be way off here) Sequoia Capital led a debt financing (May 2025) valuing Strava at $2.2B pre-IPO Debt interest $1020M /yr Strava avoided dilution pre-IPO"
X Link @Hunter_Weiss 2025-10-09T15:41Z 23.6K followers, 17.4K engagements
"Wow @Garmin $GRMN hit an all-time high today $50BN MC"
X Link @Hunter_Weiss 2025-10-08T21:22Z 23.6K followers, 3936 engagements