Evan Spiegel
16 statements across 1 episodes · 10 bullish · 5 bearish · 1 people on the record · first statement Apr 27, 2026 by Evan Spiegel · across every show →
On the record as a speaker too: Evan Spiegel's record, appearances and statements → this page counts the times other people say the name.
Everything said about Evan Spiegel, oldest first
Apr 27, 2026 positive
Apr 27, 2026 positive
Apr 27, 2026 bullish
Large screen use cases will move to AR smart glasses first
“What I actually would estimate is that a lot of the large screen use cases are the first to move, right? So if you think about what's so interesting about specs, you can have a huge TV, right, with you almost anywhere. A giant screen with you almost anywhere. …”
Apr 27, 2026 positive
Platform value comes from close contacts, not total network size
“What Snapchat proved was actually that it's not about the size of your network or the number of people you can contact on your network, it's about who you actually talk to. And that tends to be a much smaller group than the total size of the Potential network,…”
Apr 27, 2026 positive
Digital communication will default to ephemerality, saving only what matters
“I think, like, my general thesis would be that it will probably mirror the way that we've been living for thousands of years, which is the vast majority of life is ephemeral, and then you save the things that are important, right?”
Apr 27, 2026 bullish
Apr 27, 2026 negative
Apr 27, 2026 bullish
AI software generation overcomes the Apple App Store lock-in moat
“So I think you know, I think the entire engineering paradigm, the way that software is built now enables you know, a totally different way of thinking about specs and about our platform. And frankly, overcomes the biggest hurdle that we were facing, which was …”
Apr 27, 2026 negative
OS-level parental controls are more effective than government app bans
“All of these settings are available to parents at the operating system level, which is a much more resilient way to implement this sort of policy. So I think a lot of the noise in the ecosystem today and a lot of the concern obfuscates the fact that, like, the…”
Apr 27, 2026 bullish
Apr 27, 2026 negative
Apr 27, 2026 bullish
Rapidly created bespoke AI software will replace one-size-fits-all applications
“And so where, where I think we're at in 20, 26, which is fundamentally really different, Is that, you know, there's literally going to be bespoke software for people that they're going to be able to imagine that they're going to be able to build and create rea…”
Apr 27, 2026 neutral
Snapchat primarily competes with messaging services, not entertainment networks
“I think our competitors are primarily messaging services. So I think that's, you know, the core of the service is messaging. When we launched Snapchat, it had no social features beyond messaging. I mean, that's always driven the growth of the service.”
Apr 27, 2026 bearish
Mass adoption of pass-through VR headsets clashes with human nature
“That's, you know, pass through VR where they reproject the world on the screen, but I can't imagine A huge swath of humanity wanting to interact with the world through a screen. I just, I don't think that's a fit for who we are as a species.”
Apr 27, 2026 bullish
Future social networking will mean hanging out in person using AR glasses
“This social network of the future is actually hanging out together in person and using specs together. So that's what excites me about the future of digital communication. I think, you know, messaging is fine, but it's hard to compete with actually being toget…”
Apr 27, 2026 bearish
Mainstream adoption of fully enclosed VR headsets is unrealistic
“VR may have a specialized role, you know, for more immersive training environments or things like that. Yeah, but even then, I think folks really are going to want to be able to wear glasses and work together, right? I mean, you're going to want to be able to …”