Eric Newcomer

Where is Tyler, by the way?

They got it locked down over there.

Yeah, and so many cool use cases.

But are any of them a killer use case?

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 do that when I'm doing an interior design project.

need that but that's like a specific moment in time yeah maybe once every couple years at most yeah a lot of people um i feel like 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 uh so yeah very very like again unclear why this is something you would want on your face all the time

And my thing is like, I don't think as cool as the tech is, I don't think the tech is ready to be a daily driver computer.

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

And that's like the biggest thing.

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

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

The smile.

I feel really bad for the snap team.

I think this, I think like the, 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 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.