Apr 27, 2026 · 1 hr 2 min · 24 segments
Snap CEO Evan Spiegel joins John at the pub for a deep dive into Snap's "crucible moment" of 2026: the long-awaited consumer launch of Spectacles. Evan explains why he believes the smartphone has…
Evan SpiegelGuest
John CollisonHost
So give me the Snap 2026 update, product, business, just what do you spend your days thinking about?
Actually, we, we, uh, described it as that in, uh, towards the end of 2025, and it is just proving to be true, uh, in a, in a major way for a couple of reasons.
Uh, we're also on the verge of net income profitability, which is really exciting for us, especially as we invest really meaningfully, uh, in hardware-
And that maybe brings me to the last point, uh, which is that specs are coming, uh, to consumers for the, for the first time, uh, later this year.
So after 12 years of investment, uh, in glasses and the next generation of computing and trying to make computing more human, it's actually coming.
So, uh, it's, it's a pretty extreme [laughs] time, uh, at Snap, and then we're doing all of that, uh, while transforming the business with AI.
So give me the Snap 2026 update, product, business, just what do you spend your days thinking about?
Actually, we, we, uh, described it as that in, uh, towards the end of 2025, and it is just proving to be true, uh, in a, in a major way for a couple of reasons.
Uh, we're also on the verge of net income profitability, which is really exciting for us, especially as we invest really meaningfully, uh, in hardware-
And that maybe brings me to the last point, uh, which is that specs are coming, uh, to consumers for the, for the first time, uh, later this year.
So after 12 years of investment, uh, in glasses and the next generation of computing and trying to make computing more human, it's actually coming.
So, uh, it's, it's a pretty extreme [laughs] time, uh, at Snap, and then we're doing all of that, uh, while transforming the business with AI.
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