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What comes after smartphones, with Evan Spiegel of Snap, Sonic AI
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What comes after smartphones, with Evan Spiegel of Snap
A Cheeky Pint
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Apr 27, 2026
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1:03:51
Interview
What comes after smartphones, with Evan Spiegel of Snap
Evan Spiegel
(CEO, Snap, guest)
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Executive Summary
Snap is approaching major business milestones, including one billion monthly active users and net income profitability, signaling a new phase of maturity.
The company is launching its Spectacles AR glasses to consumers later this year after a 12-year investment, aiming to combine the wearability of normal glasses with the power of a spatial computer.
Snap's core product philosophy is to separate social interaction (close friends) from media consumption, a strategic decision to maintain user comfort and avoid the perverse incentives of traditional news feeds.
To build a defensible moat in an age where AI is commoditizing software, Snap has vertically integrated its Spectacles stack, including in-house manufacturing of critical components like waveguides in the US and UK.
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