Evan Spiegel

18 statements across 1 episodes · 11 bullish · 3 bearish · 1 people on the record · first statement Apr 12, 2026 by Evan Spiegel · said 12 times in 3 episodes since 2026 · 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.

Mentions by year

brought up most by Gustav Söderström (8), David Senra (4)

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2026 12 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Evan Spiegel, oldest first

Apr 12, 2026
Disclosure
Spiegel: Monday mornings start with a 2.5-hour Spectacles risk review
“Yeah, so, so my Monday morning, for example, is like two to two and a half hours in the specs business going through the risks and dependencies. Red, yellow, you know, red, orange, yellow, green. What are we doing to solve it? Right? And what progress are we m…”
Evan Spiegel Apr 12, 2026 ▶ 1:33:47 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Disclosure
Spiegel: Early Snap investors allowed the founders to sell $10M in stock
“They allowed Bobby and I to both sell ten million bucks of stock very early on.”
Evan Spiegel Apr 12, 2026 ▶ 1:42:31 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 bullish
Opinion
Spiegel: AI gives Snap effectively infinite engineering resources against monopolies
“And so it's been hard to see a path forward. For Snap up against these giants without AI tools. And now with AI tools, you're like, wow, we can basically have an infinite number of engineering resources.”
Evan Spiegel Apr 12, 2026 ▶ 41:37 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026
Assertion Not yet assessed · timeframe Apr 2026
Spiegel: The internet's permanence originated from expensive disk-drive overwrite costs
“One of the reasons why everything was saved forever is because hard drives, disk-based hard drives, right, were expensive to write over. And so it was actually more expensive to go back and write over something enough to delete it than it was to just leave it …”
Evan Spiegel Apr 12, 2026 ▶ 12:15 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 bearish
Insight
Spiegel: The market for standalone camera glasses is very small
“As part of starting to work on camera glasses, not only do we realize, first of all, that the market for camera glasses is very small. Right. That ultimately your phone is very good for taking photos, even if you're on a jet ski, or even if you're rock climbin…”
Evan Spiegel Apr 12, 2026 ▶ 45:49 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Assertion Supported
Spiegel: Snap manufactures core AR components in its own US and UK facilities
“Yeah, people you know, I think would be stunned to learn that we manufacture core components in the U.S. And the U.K., right, in our own facilities, which allow us to do this really advanced R&D to push the boundaries of what's, you know, what's possible with …”
Evan Spiegel Apr 12, 2026 ▶ 1:02:32 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 negative
Insight
Spiegel: There is no defensible moat in software alone
“You know, you look at the last 15 years, we learned very, very early on that there's no moat in software, which was an incredibly powerful lesson, right? All of our ideas, the things that we invent, people just try to copy right away, and it's easy to do that …”
Evan Spiegel Apr 12, 2026 ▶ 38:10 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 bullish
Prediction Not checkable as stated
Spiegel expects companies to adopt flatter structures and wider spans of control
“Yeah, and I think, you know, generally speaking, I would expect the world to move towards flatter structures and much larger spans of control because like the communication and organization tax today is like night and day what it was 20 or 30 years ago. Like, …”
Evan Spiegel Apr 12, 2026 ▶ 1:39:03 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 bullish
Assertion Supported
Spiegel: Snapchat reaches nearly 1B users and 500M daily active users
“We're almost a billion folks using our service. If you look at like our daily active engagements, about like half a billion folks.”
Evan Spiegel Apr 12, 2026 ▶ 1:03:42 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026
Insight
Spiegel: Communication network value depends on close ties rather than raw scale
“So actually, you know, what reflects the value of the network is, you know, are the people that you actually talk to and communicate with, especially the ones you communicate more frequently, are they a part of your network? And if they are, Then you can accru…”
Evan Spiegel Apr 12, 2026 ▶ 44:20 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 bullish
Insight
Spiegel: AI tools allow Snap designers to ship code directly
“Well, now that's happening incredibly quickly because designers can ship code with, you know, all these new AI tools. The whole world of design is changing, I think, very rapidly, because now, you know, many of our designers are just empowered. If they've got …”
Evan Spiegel Apr 12, 2026 ▶ 37:04 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Insight
Spiegel: Removing likes and comments unlocked authentic self-expression
“They didn't have these likes and comments, which opened up this whole new world of self-expression, right? Because instead of just trying to post what would look pretty or popular or perfect, people were sharing this whole range of human emotions.”
Evan Spiegel Apr 12, 2026 ▶ 11:23 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Insight
Spiegel: Snapchat opens to camera to ground users in physical reality
“Even basic things like opening into the camera, right? It opens into your experience of the world, right? Not, you know, a feed of content from other people, not a messaging feed alerting you to what other people are sending you. It literally opens into your e…”
Evan Spiegel Apr 12, 2026 ▶ 4:37 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Disclosure
Spiegel: Snap adopted Walmart's 'In It to Win It' problem-surfacing format
“I think one of the things that's really, I stole this from Walmart, which I thought was great. They have a Friday meeting called in it to win it. They have their leaders from across the company, not just like super senior leaders, but leaders from across the c…”
Evan Spiegel Apr 12, 2026 ▶ 1:35:03 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Prediction Not checkable as stated
Spiegel: AI will completely transform Snap's operations within 18 months
“I mean, in the last three months, there's been profound change, but to imagine, I mean, 18 months from now, The way that Snap operates will be completely different than the way it operated last year.”
Evan Spiegel Apr 12, 2026 ▶ 39:38 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026
Disclosure
Spiegel: Developing Spectacles hardware is probably my last company
“I think Spex is probably my last company, I would guess.”
Evan Spiegel Apr 12, 2026 ▶ 1:39:44 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 negative
Opinion
Spiegel: Spending eight hours a day on computers is a societal disaster
“The biggest problem that I see today is people spending seven or eight hours a day on their computer and spending their life operating a computer. I think that is like a disaster for our society. And I think like we have to change that. And if we don't, like w…”
Evan Spiegel Apr 12, 2026 ▶ 1:40:31 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Apr 12, 2026 positive
Assertion Not checkable as stated
Spiegel: Snap's design team is completely flat with identical titles
“The design team is actually flat, right? Everyone's got the same title, like that kind of thing.”
Evan Spiegel Apr 12, 2026 ▶ 1:36:19 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
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