Sad that no one who works for Evan will tell him the truth. No one will ever wear these. Horrendous product design… $SNAP
Shay Boloor: $SNAP CEO Evan Spiegel just showed off the new Specs AR glasses for the first time.
This is the kind of product reveal that explains how a social media company can be down over 90% during one of the best tech bull markets in history.
Ross Gerber criticizes Snap's new Specs AR glasses reveal, calling the product design 'horrendous' and claiming no one will wear them. He links this poor product execution to Snap's 90%+ decline during a strong tech bull market, suggesting fundamental problems with the company's product strategy.
Author strongly criticizes the new $2,195 Specs AR glasses as poorly designed and unmarketable. This negative view aligns with current market reaction—stock down 4.26% to $4.94 following the product reveal. The criticism focuses on fundamental product execution issues, which author connects to Snap's 90%+ decline from highs. Earnings approaching July 16 (EPS est 0.0789). Recent news confirms the product launch and mixed market reception. Author's view is consistent with broader market skepticism reflected in the stock's price decline on announcement day.
事件 Earnings (EPS est 0.0789) · 2026-07-16
关键要点
Highly critical assessment of Snap's new Specs AR glasses product design
Argues the product reveal exemplifies why Snap is down over 90% despite a strong tech bull market
Suggests Snap leadership lacks honest internal feedback on product direction
Stock currently trading at $4.94, down 4.26% on the day of the product announcement
