What comes after smartphones, with Snap CEO Evan Spiegel – Cheeky Pint — Transcript

What comes after smartphones, with Snap CEO Evan Spiegel – Cheeky Pint — Transcript

Market views

Bullish

SNAP— Snap is approaching major inflection points with 1 billion MAUs, near profitability, and consumer launch of Spectacles after 12 years of development, while AI is transforming their software development capabilities.
ARGLASSES— AR glasses represent a massive computing platform shift that will replace large screen use cases like TVs and monitors, with Snap leading in display technology and owning the entire stack.

Bearish

AAPL— Apple Vision Pro's pass-through VR approach is fundamentally flawed compared to see-through AR glasses, as people don't want to interact with the world through a screen.

Not investment advice.