Spiegel argues see-through AR glasses (Specs) will initially displace TVs, monitors, and laptops by providing infinite screen real estate anywhere, but the larger opportunity is net-new sha…

Snap's direct revenue (Snapchat+ at 25M subs, $1B+ run rate) aligns with its product-centric culture and hedges against AI compute costs; Spiegel sees a structural shift where AI-native pro…

Australia's under-16 ban on select apps fails because clones fill the gap and many teens lack government ID; Spiegel argues Apple/Google OS-level controls (screen time, app restrictions) al…

Snap builds its most IP-sensitive Specs components (waveguides, projectors) in-house in the US and UK, co-located with R&D, achieving faster cycle times than offshore supply chains; hardwar…