What comes after smartphones, with Snap CEO Evan Spiegel

Snap CEO Evan Spiegel describes 2026 as a "crucible moment" for Snap, with the company nearing one billion monthly active users, approaching net income profitability, and launching consumer Specs—AR glasses after 12 years of development—while integrating AI across the business. The conversation centers on Specs as the next computing platform, Snapchat's focus on close-friend messaging, and operating principles for product design and growth.

Specs: Technical Stack and Vision

Spiegel emphasizes Specs' promise as see-through glasses that deliver high-capability computing in a wearable form factor, bridging low-end smart glasses and bulky VR like Vision Pro. The goal is "human-centered" computing that integrates into the real world rather than isolating users, as screens have done since desktops and smartphones. Key use cases include portable large screens for travel (e.g., ergonomic work on flights), but the priority is net-new experiences like shared games, laser tag with kids, or backyard dinosaurs—fostering togetherness.