Cheeky Pint · Apr 27, 11:45 AM UTC
What comes after smartphones, with Snap CEO Evan Spiegel
Historical operation · Retained
“I feel like one thing that sometimes happens in the early stages of a new tech paradigm is that there's a lot of heterogeneity, and people think there'll be a lot of specialization, and then it all collapses. In the very early days of smart”
Quoted source · John Collison · 10:58–42:29 · 6 source segments
- [1] 10:58–12:03
- [2] 12:40–12:47
- [3] 12:47–12:57
- [4] 19:25–20:07
- [5] 20:07–20:28
- [6] 42:01–42:29
Model assessment
The transcript contains multiple references to Apple, including the App Store's lock-in and moat, the Vision Pro's pass-through VR limitations, and Apple's parental control settings. However, these statements are made by Snap's CEO in the context of promoting Snap's own products and do not introduce a new material positive or negative catalyst for Apple. The prior SELL signal remains valid, and the new evidence does not reverse it.
6 exact transcript citations