Isabel Fernandez

Isabel Fernandez has dedicated her career to understanding social media's evolution from her early days as a product manager at Twitter through her current role analyzing platform companies. Born in Barcelona and educated at Stanford's Graduate School of Business, Isabel worked at Twitter during its peak influence years before joining Meta (then Facebook) to work on Instagram monetization. This insider experience at two major platforms gives her unique insight into engagement metrics, algorithm changes, content policies, and monetization strategies. Isabel understands how social platforms balance user growth, engagement, and monetization—the three-sided marketplace connecting users, creators, and advertisers. She excels at identifying which platforms have sustainable moats versus those facing existential threats from newer entrants. Isabel was early to recognize TikTok's threat to incumbent platforms and prescient about the challenges Facebook would face with younger demographics. Her analysis covers DAUs, MAUs, time spent, ad load, and the health metrics platforms track internally. She also analyzes the creator economy, evaluating platforms' abilities to attract and retain content creators. Based in San Francisco, Isabel maintains connections across social media companies while serving investors navigating this fast-moving sector.