Eric Newcomer

Is that true?

No, I'm just saying that's a cool use case.

You're trying to understand how a piece of furniture is going to fit into your room.

I don't, I can, I do that when I'm doing, like if I'm doing an interior design project, I might need that, but that's like a specific moment in time, maybe once every couple years at most.

A lot of people, you know, some people are kind of constantly adding furniture here and there, but a lot of people, it's kind of, you set it and forget it.

Again, unclear why this is something you would want on your face all the time.

And then we got Uber.

As cool as the tech is, I don't think the tech is ready to be a daily driver computer.

But in that world... The other challenge is a lot of these use cases, I don't feel like are that aligned to Snapchat's user base.

And that's the biggest thing.

A $2,000 device doesn't really align to what I believe is their core demo.

Yeah.

Let's pull up this post from A Capital because this might be a killer.

I feel really bad for the Snap team.

I think, like, I want them to win, but I don't think this launch will get them the level of traction that they're going to need to justify further investment is my current...

Unless your Spiegel just doesn't care and continues to double or triple down, which is totally possible.

But I think at a normal company,

this would kind of be the last shot.

Not to mention, meta Ray-Ban displays are $799.

And I do believe that these have quite a bit more features, functionality.