Guest

Evan Spiegel

Organizations

Snapceo, co-founder

Interviews

Evan Spiegel: Snapchat Plus hits $1B ARR and 25M subscribers, Specs spun out as standalone company

Evan Spiegel on Snap's first consumer AR glasses launching in 2026 and $3B bet on augmented reality

Mentions

David Senra on the Founders podcast, Marc Andreessen going viral, and Toby Lütke's belief that 2026 is the year every business is up for grabs

Irenic Capital launches 'Save Snap Now' activist campaign with plan to 7x stock price to $26

Mark Gurman on Apple's secret Gemini deal, Siri's brand damage, and the race for smart glasses

Snap in talks to raise $1B+ for AR glasses, spinning out into independent subsidiary like Waymo

Sean Frank of Ridge: tariff whiplash is freezing investment, sub-$10M brands shutting down in waves

Apple loses ground in China as Google and Meta face existential antitrust threats in the US

Samir Chaudry on the Zuck x MrBeast interview, TikTok limbo, and why brand beats virality

Snap's head of Spectacles ousted after strategy blowup with Spiegel ahead of AR glasses launch