hardware companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 12, 2026 by Evan Spiegel · across every show →
Everything said about hardware companies, oldest first
Apr 12, 2026 positive
Spiegel: Hardware winners start premium with enthusiasts rather than discounting
“And then over time, they work with that really passionate group of enthusiasts to, you know, grow into the mass market while preserving their premium positioning, which means high gross margins. Then they take those high gross margins and they reinvest in R&D,…”