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Snap Inc.

also referred to as: snap

includes Snap Map, Snap Specs, Snap Spectacles

12 statements across 1 episodes · 11 bullish · 1 bearish · 1 people on the record · first statement Apr 27, 2026 by Evan Spiegel · said 25 times in 1 episodes since 2026 · across every show →

Mentions by year, the whole family

brought up most by John Collison (24), Evan Spiegel (1)

tap a year for its mentions
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0112026episodes it came up in
00130.52512026episodesmentions per episode
2026 25 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Snap Inc., oldest first

Apr 27, 2026 positive
Disclosure
Snap builds the most sensitive Spectacles components in the US and UK
“We build, You know, some of the most important components for specs in the U S and in the UK. So we've really thought about building some of the most IP sensitive components, some of the most sophisticated components in the U S and the UK, where we can sit th…”
Evan Spiegel Apr 27, 2026 ▶ 1:01:37 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Open · timeframe Apr 2029
Snap is on the verge of net income profitability
“We're also on the verge of net income profitability, which is really exciting for us, especially as we invest really meaningfully in hardware and our specs glasses effort.”
Evan Spiegel Apr 27, 2026 ▶ 0:33 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 positive
Insight
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?”
Evan Spiegel Apr 27, 2026 ▶ 35:29 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 negative
Disclosure
Evan Spiegel fought hard for years to kill Snapchat streaks
“Streaks are one. Like, I did not like the idea of streaks, did not want to do it. I actually fought very hard to Killstreaks over the years. We've always been anti-metric at Snap.”
Evan Spiegel Apr 27, 2026 ▶ 54:53 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Open · timeframe Apr 2029
Snap is about to reach one billion monthly active users
“We're about to reach a billion monthly active users, which is a big deal for us.”
Evan Spiegel Apr 27, 2026 ▶ 0:25 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 positive
Disclosure
Over two-thirds of new code at Snap is written by AI
“Now more than two-thirds of, you know, new code is written You know, by AI at Snap.”
Evan Spiegel Apr 27, 2026 ▶ 8:36 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Assertion Supported
Snapchat+ has reached 25 million subscribers and a $1 billion run rate
“We just announced we had twenty-five million Snapchat plus subscribers, over a billion run rate on the direct revenue business.”
Evan Spiegel Apr 27, 2026 ▶ 23:33 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Disclosure
Snap will launch Spectacles to consumers later this year
“Which is that specs are coming to consumers for the first time later this year. So after 12 years of investment in glasses and the next generation of computing and trying to make computing more human, it's actually coming.”
Evan Spiegel Apr 27, 2026 ▶ 0:41 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 positive
Disclosure
Snap designers are increasingly shipping code directly
“Increasingly our designers are shipping code, which is really wild.”
Evan Spiegel Apr 27, 2026 ▶ 52:59 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Opinion
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…”
Evan Spiegel Apr 27, 2026 ▶ 18:14 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Prediction Not checkable as stated
Upcoming Spectacles will match Apple Vision Pro capabilities in glasses form
“And I think the sweet spot for specs coming later this year is the wearability of, you know, normal glasses, but the capability of you know, true spatial computer, like something like a Vision Pro.”
Evan Spiegel Apr 27, 2026 ▶ 2:03 What comes after smartphones, with Evan Spiegel of Snap
Apr 27, 2026 bullish
Prediction Not checkable as stated
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…”
Evan Spiegel Apr 27, 2026 ▶ 37:13 What comes after smartphones, with Evan Spiegel of Snap
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