Here's a first look at Snapchat's new AR glasses launching this fall for $2,195. They are designed for productivity, streaming, gaming and a wide range of day-to-day activities.

Introducing SPECS. Augmented reality glasses that make computing more human. Pre-order now.

Watch Snap CEO Evan Spiegel live at AWE 2026 as he unveils SPECS augmented reality glasses. Tune into "Making Computing More Human" on June 16 at 9:30 AM PDT. x.com/i/broadcasts/1kKzDDEBP…

Software has no moat: "The big wake-up call was when Facebook carbon copied Snapchat to make Poke. Mark Zuckerberg recorded him saying the word "Poke" as the notification sound. He was so excited about this. It ended up being super helpful to Snapchat. They literally put "Download Poke" at the top of every single Facebook app. And it was just a clone of Snapchat. And then, on Christmas Day, to see Snapchat number one in the App Store in that context — it was huge for us. But that was the first time we realized we're going to have to be really smart about how we build this business and invest in the things that are hard to copy. To be living in my dad's house with three of my buddies from college — and this huge company set their sights on us. It was definitely a formative experience." - @evanspiegel

I’m thrilled to share that @Snap has acquired @Illumix! We started Illumix with an ambitious belief: that digital experiences would eventually become part of the physical world around us, in the spaces where people live, move, and interact. Over the past eight years, our team has built a proprietary spatial mapping and AR platform designed to make AR experiences work reliably in these real-world environments - persistent, context-aware, and anchored to the spaces around us. That work has powered AR experiences across real-world venues, spanning location-based entertainment, enterprise, and gaming. This acquisition is a major milestone for Illumix and a powerful next chapter for the technology, platform, customers, partners, and team we’ve built. Snap’s bold vision for AR and AI strongly aligns with what we have always believed: that the future of computing will be more immersive, more intuitive, and ultimately more human. I’m incredibly proud of our team and deeply grateful to everyone who helped us get here - our customers, partners, investors, advisors, friends, and longtime believers. Onward 🚀 variety.com/2026/digital/tec…

Today, we announced our Q1 2026 earnings results, where we shared that Snap’s global community has grown to 956 million monthly active users, and revenue reached $1.53 billion. Full report: investor.snap.com

See you soon! 😎

We're launching AI Sponsored Snaps, a new conversational, AI-driven ad format rooted in Chat. 💬newsroom.snap.com/ai-sponsor…

Snapchat brings AI-powered conversational advertising to its app techcrunch.com/2026/04/28/sn…

.@EvanSpiegel: "15 years ago, we learned that software is not a moat. This is something that everyone is discovering today with AI."

For our last Cheeky Pint episode this season, @evanspiegel joins me to discuss the "crucible moment" at Snap. We cover the shift from smartphones to AR glasses, why he thinks VR is antisocial, how creative culture at Snap works, and why Norway is Snapchat-obsessed.

Software is not a moat Over the last 15 years, nearly every innovation @EvanSpiegel and his team shipped got copied. Stories. AR glasses. Swipe-based navigation. The camera-first interface. And yet @Snapchat is the only independent consumer social app that has lasted. Nearly 1 billion MAUs. ~$6B in annual revenue. Over 8 billion AI photos shared on Snapchat *every day*. In our in-depth conversation, we discuss: 🔸 Why distribution—not product—is now the biggest challenge for startups 🔸 How Snap keeps inventing with a 9-to-12-person design team 🔸 How AI is changing the way designers work 🔸 Why humanity's comfort with AI will be a bigger bottleneck than the technology 🔸 Why Evan is calling this year a "crucible moment" for Snap Listen now 👇 youtu.be/-7Yol5vX5xw

never forget Evan’s Linkedin bio says “VP Product @ Meta”

Evan Spiegel on the invention of Stories — a feature that’s used by billions of people every day: “When you're working on new technology it's so exciting and inspiring that you can lose focus on its impact on people. We start with people. [Steve Jobs and Edwin Land did too] That was the core inspiration of stories. People were saying: "Why is my social media feed in reverse chronological order?” “Why is it permanent?” “Why am I feeling judged all the time by how many likes or comments I have?" So we asked how have people told stories forever? They told stories in chronological order. Stories weren’t permanently saved forever. They weren’t publicly judged and liked. And so it was just very obvious for us to develop a product where all the images and videos were in chronological order. They were deleted after 24 hours. You could start your day fresh the next day. Stories didn't have these likes and comments, which opened up this whole new world of self-expression. Because instead of just trying to post what would look pretty, or popular, or perfect, people were sharing this whole range of human emotions.” —- Talking to Evan made me think of what Steve Jobs said: Technology should enhance human creativity. When I heard Evan speak about inventing stories it reminded me of this insight from Steve: Products should come to the user. The reason that Apple is able to create products like the iPad is because we've always tried to be at the intersection of technology and liberal arts, to be able to get the best of both, to make extremely advanced products from a technology point of view, but also have them be intuitive, easy to use, fun to use, so that they really fit the users. The users don't have to come to them, they come to the user." I found my conversation with Evan fascinating. I hope you watch it!

My conversation with @evanspiegel, co-founder & CEO of @Snap. 0:00 Edwin Land Influence 2:01 Art Science Upbringing 3:27 Computers And Connection 5:50 Smartphone Addiction Lens 9:30 Building For Humanity 13:15 From Internships To Snapchat 17:02 Snapchat vs. Social Media 18:38 Stories And Vertical Video 22:22 Uncompromising Kind Culture 28:34 Snap Leadership And Design 37:38 AI Supercharges Snap 41:57 No Moat In Software 42:31 Beating the Clone 43:50 Messaging Network Effects 44:58 Camera Out of Pocket 45:49 Specs Market Reality 48:28 AR Platform Explosion 52:14 Vision-Led Product Design 54:09 Why Not Luxottica 59:11 Owning the Stack 1:03:02 Snap the Middle Child 1:08:04 Crisis Without Burnout 1:10:02 Snapchat Plus Growth 1:12:54 Rebuilding the Ad Engine 1:19:03 Subscriptions Over Ads 1:21:14 Fighting Giants With AI 1:22:04 Why Hardware Stands Alone 1:25:29 Snap Lab Origins 1:25:59 New Apps Beyond Snapchat 1:28:29 Focus And Founder Drive 1:32:14 Surfacing Problems Fast 1:36:08 Flat Culture Meritocracy 1:39:36 Last Company And Giving Back 1:41:15 Turning Down Billions 1:48:51 Snapchat Funds New Computing 1:51:24 Crucible Year And Schedule 1:53:56 Stress Reframed Meditation 1:56:09 Explainer In Chief 1:57:07 Closing Includes paid partnerships.

This was a fascinating conversation. Evan has soul in the game. Episode is available now! Spotify: open.spotify.com/episode/0TZ… Apple: podcasts.apple.com/us/podcas… YouTube: youtu.be/Sr6n-9mzYnk?si=pO5u…

Nice gong moment - thanks for having us @tbpn

Distribution is the new bottleneck

“Now I think people are going to be much more focused on marketing on distribution” AI can’t solve distribution

BREAKING: $SNAP hits $1B ARR in direct revenue as Snapchat tops 25M subscribers. CEO @evanspiegel will be live in the Ultradome at 1:30p PT to discuss.