Snap Inc.

“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…”

“They allowed Bobby and I to both sell ten million bucks of stock very early on.”

“If you look at the core, like the core product and design team, that's a very small team. I mean, I think it's like currently like nine people. It's usually fluctuates between like eight and 12 people at any given time.”

“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.”

“Inside of Snapchat today, and in our design team, we're thinking a lot about what types of new apps and services, internet services... A separate app from Snapchat. But we can use Snapchat as a launch pad for these new services because it reaches almost a bill…”

“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…”

“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 …”

“And then later this year, you know, we're launching the first consumer version, which will be a big step for us.”

“There's an app called Saturn, which we acquired, which is a totally new way to think of calendaring.”

“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 …”

“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 …”

“Snapchat's almost a seven billion dollar revenue. Business, right?”

“I think Meta needed to partner with Luxottica because the Meta brand, I think, is not something that people want to put anywhere near their face. So I think I think that Meta really needed it. I think what's, what's challenging for Luxottica is they took like …”

“The closest we come are probably folks out of art school because they're used to such a rapid iteration process and are used to making things in extremely high volume. And so they are a good fit for The design culture at Snap, which is really about very rapid …”

“What's very unique about Snapchat is we've been able to do that now for, you know, we've invested in glasses for 12 years. We've been able to very consistently invest in a way that no VC would ever in a million years support.”

“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…”

“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.”

“I think Spex is probably my last company, I would guess.”

“It was obvious to me that, you know, if you looked at the evolution of computing, that like holding this tiny little screen in your hands was not the future of computers. Like it makes absolutely no sense, especially for humans that want to like live and work …”

“We're doing a bit like a, yeah, like a billion run rate growing 60% year over year.”

“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…”

“The design team is actually flat, right? Everyone's got the same title, like that kind of thing.”

“Hundreds of millions of people are now using AR, like every day.”

“There were periods of time when we went from, you know, having a hundred people to over a thousand people in like 18 months, right?”