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Chapter 1: What are the latest updates on Snap's Spectacles?
Snap spectacles. We talked about it a little bit yesterday. Feedback has been mixed. Not good. People don't like it. Pull up the picture from DJ Cow's glasses. What glasses?
It's really tough because if a startup shipped these, everyone... like they would be able to raise capital.
After you're seeing this one, go back to the other photo. Looks really normal now.
There you go.
Honestly.
There you go.
The funny big exaggerated version makes me feel like these actually look really cool now. Not those. That's too much. but you flip back, I'm into it now. It's actually inoculated me to the, oh, they're big, because I saw a bigger version, and I like these. They're a little bit blocky, yeah, but it's like a style choice. I don't know. I'm getting pilled. I might pick up a pair.
Okay, here's the thing.
I might pick up a couple pairs.
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Chapter 2: How do Snap's Spectacles compare to traditional eyewear?
Evan Spiegel is gonna have to defend himself from our own Brandon Gorel because Brandon Gorel came up to me after writing the newsletter and said, I don't think I get it. And I'm like, that's fine. We'll read through your piece. We'll take, we'll steel man it. I'll steel man it, no problem. So Snapchat showed off specs, its new augmented reality glasses at Augmented World Expo 2026 yesterday.
Interesting, I didn't realize that this was an industry conference for augmented reality, not a Snap specific event. The features are a mix of things you'd want in a daily driver pair of glasses that you'd have on all the time, everywhere.
Maps, HUD, review of restaurants in your visual field, prosumer features like the ability to collaborate on shared virtual whiteboards and more general AI powered assistance stuff like measuring distances for you so you don't have to use a tape measure. the broad mix of features combined with the facts that specs are fairly pricey, $2,200 basically, and that they look painful to wear.
So Brandon Guerrell is pointing out the fact that Evan's ear looks a little bit bent from wearing the specs, the, what do they call that? The bar? What's that thing on the glasses that goes in the back? I don't know. Whatever that thing is, it's a little thick. It's a little heavy. There's a battery back there, probably some compute. And so that is compressing his ear a little bit.
Imagine wearing that for four hours. Maybe it gets a little bit tiring. We will see.
Other scenario, he's getting some cauliflower ear. He's training. He sees Zach has gotten into MMA. He doesn't want to be left behind. So we don't know.
are guys who golf every other weekend in the summer really going to drop over 2K so they can put on their pair of specs just when they need to see how many yards they are from the pin? I think a lot of golfers do have disposable income. The price tag might not be the issue. The question is, does this look cool on a golf course? Is this a
Is this something that has like badge value if you pull out like a nice range finder, like a Titleist bag or something with a great brand? It feels like to make it cool, it's got to be on the PGA Tour. The heroes that people look to need to be using this actively for the golf community to really...
Yeah, and so many cool use cases. But are any of them a killer use case? 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.
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Chapter 3: What challenges does Snap face in the current market?
Are startups gonna be willing to drop 2K for every employee who wants to collaborate in AR? All of these. are examples touted on Snap's specs page as things you can do with the glasses and the features do seem super cool. It's just hard to imagine any one of them justifying a 2K price tag, especially because they look painful to wear. And so that's your point about killer features. I disagree.
I don't think that these products need a killer feature. I think the original killer feature of the iPhone was the phone. Like people were already carrying phones and the iPhone was like, we debated this before, but it, It had some call dropping problems, but it was a replacement for your dumb phone. And then the fact that it also was an iPod was an extra feature.
And then the fact that it was an internet browser was another feature. But it replaced very, very basic things.
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.
Yeah, well, I think it needs to replace a very regular everyday interaction thing, like a screen. And so that's why I still think VR is like a replacement for the home theater, maybe a replacement for the 80-inch TV. But 80-inch TVs are like 500 bucks now. And so...
You've got to get it to be better, and you've got to have enough for everyone in your household to have one, and it's got to be a better experience.
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.
Yeah, and so Bucco Capital blokes asking the question, how did this happen? Do you know how deeply broken a culture has to be to ship this product and let the CEO walk around like this? Again, I don't think they look that bad, but there is this question of, you know, is this a serious product? The fashion part must be addressed first.
I guess the taste memo never made it to Snap if you're enough of a dork to have these on your face and you won't even get the chance to say, may I meet you? Wow. People are very, very upset about these. JB says, I think, I legit think this may be the first product ever to hit the market and not sell a single unit. That's ridiculous. They're going to sell a few to people that want to demo them.
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