Snap Inc.

also referred to as: snap

14 statements across 6 episodes · 2 bullish · 7 bearish · 4 people on the record · first statement Jan 18, 2025 by Jordi Hays · said 102 times in 25 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (20), Andrew Ross Sorkin (6), Gaurav Misra (4), Jordi Hays (2), Michael Mignano (1)

tap a year for its mentions
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0815202420252026episodes it came up in
0037.5615202420252026episodesmentions per episode
2026 59 mentions in 10 episodes 6 per episode
2025 39 mentions in 12 episodes 3 per episode
2024 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Snap Inc., oldest first

Jan 18, 2025 positive
Assertion Supported
Hayes: Snapchat's creator fund paid out $1M per day
“Snapchat was also, they launched their whole creator fund and they were paying out like a million dollars a day”
Jordi Hays Jan 18, 2025 ▶ 36:57 The END of TikTok?
Apr 26, 2025 negative
Assertion Partly supported
Soda is the top SNAP item; 60% buys ultra-processed food
“The number one item on food stamps is soda and more than 60% go to ultra processed food.”
Calley Means Apr 26, 2025 ▶ 8:05 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Apr 26, 2025 negative
Assertion Contradicted
Means: US Only Country Allowing Welfare Funds for Soda and Junk Food
“We're the only country in the world where a low-income nutrition assistance program goes to soda and Twinkies.”
Calley Means Apr 26, 2025 ▶ 8:10 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Apr 26, 2025 negative
Assertion Not checkable as stated
Means: Democrats reflexively defend $10B SNAP soda subsidy against Trump
“You've had Democrats passionately arguing that we need to continue to have a ten billion dollar subsidy from the federal government to soda companies on snap just reflexively because, you know, the Trump administration happens to be talking about this.”
Calley Means Apr 26, 2025 ▶ 11:12 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Jun 14, 2025 neutral
Assertion Supported
Snap's 2024 Spectacles required a $99 monthly annual developer lease
“The most recent edition of spectacles were released in September, 20, 24 to developers only that edition of the glasses was available under a leasing model that record that required users to commit to paying 99 a month for a full year if you wanted to develop …”
John Coogan Jun 14, 2025 ▶ 8:14 Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
Jun 14, 2025 neutral
Assertion Supported
Snap's market cap equals Meta's $14B Scale AI deal
“Snaps market cap, exactly what meta just paid for a 50% stake in scale AI, fourteen billion.”
John Coogan Jun 14, 2025 ▶ 8:58 Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
Jun 14, 2025 positive
Assertion Supported
Snap glasses developers can integrate Google's Gemini AI models
“Snap said that developers will be able to incorporate Google's Gemini AI models into programs that they developed for smart glasses.”
John Coogan Jun 14, 2025 ▶ 8:40 Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
Nov 4, 2025 bearish
Opinion
Gurman: Snap should partner with Google rather than develop SnapOS
“In my mind, they might be just better off sort of lowering their R&D on these things by focusing on their hardware, partnering with a company like Google, and putting their own social layer over Android XR, but obviously they have their own SnapOS.”
Mark Gurman Nov 4, 2025 ▶ 32:35 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Nov 4, 2025 neutral
Assertion Supported
Gurman: Snap aims to launch consumer Spectacles in 2026
“They're trying to get this consumer version of the glasses out on the market next year.”
Mark Gurman Nov 4, 2025 ▶ 32:49 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Apr 16, 2026 negative
Assertion Supported
Snap Lays Off 1,000 Employees to Cut Costs and Target Profitability
“So he's laying off a thousand full-time employees, which is roughly 16% of the global workforce, as part of an effort to reduce costs and achieve profitability.”
John Coogan Apr 16, 2026 ▶ 12:57 Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
Apr 16, 2026 neutral
Assertion Supported
Snap Cancels Planned $400 Million Deal With Perplexity AI
“Four hundred million dollar deal with perplexity is no longer happening. I guess that's been pulled back on.”
John Coogan Apr 16, 2026 ▶ 16:53 Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
Jun 27, 2026 negative
Opinion
Coogan: $2,200 Snap Spectacles are too chunky for real-life wear
“But Meta's is 800 dollars, and Specs from Snap is 2200 dollars. They are so chunky, they look like something you might see in a Prada ad and never in real life.”
John Coogan Jun 27, 2026 ▶ 11:58 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Jun 27, 2026 neutral
Assertion Supported
Coogan: Qualcomm manufactures chips for Meta, Snap, and Samsung smart glasses
“Zaid, who heads the division of Qualcomm, responsible for making the chips that go into the meta the meta, Snap, and Samsung smart glasses.”
John Coogan Jun 27, 2026 ▶ 15:53 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Jun 27, 2026 negative
Assertion Supported
Hays: Snap pursues $100 million partnership with Robert Downey Jr.
“Snap is working on a deal with Robert Downey Jr. To spend a hundred million dollars potentially for a partnership there, which is deeply confusing.”
Jordi Hays Jun 27, 2026 ▶ 21:06 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
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