Camera-only smart glasses will quickly get undercut on price
Evan Spiegel · What comes after smartphones, with Evan Spiegel of Snap · Apr 27, 2026 · at 15:40
Snap CEO Evan Spiegel explains why camera-only smart glasses lack platform defensibility compared to full AR glasses.
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“The problem with camera glasses, if you're really successful, right, you really won't have been able to build a platform because they're not, they don't have an operating system, they don't understand the world, they don't run applications, and therefore you're going to get undercut on price very, very quickly.”
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