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Snap CEO Evan Spiegel unveiled Specs, the company’s first standalone augmented reality glasses for the general public. In today’s episode, we analyze Spiegel’s "life’s work": a $2,195 wearable that brings computing into the real world through see-through lenses, liquid crystal on silicon technology, and a 51-degree field of view.

We break down the technical "one-ups" against Meta and Apple: unlike the Vision Pro, Specs are fully standalone with no tether or external battery pack, weighing just 132 grams. We dive into the "Visionaries" campaign featuring Jack Harlow and Kaia Gerber, the 4-hour battery life, and the new Snap OS that integrates AI agents from Claude and OpenAI. Join us as we discuss the high-stakes friction with Wall Street investors who want to shut down this hardware unit, and why Spiegel is confident that "those copycats up north" (Meta) won't be able to steal this innovation.

This episode includes AI-generated content.