Today's Above Avalon stories:
- Snapchat Spectacles
- Apple vs. Snap Inc.
- Spectacles Makes Google Look Bad
We begin today's update by going over Spectacles, Snapchat's first hardware product. After discussing the specifics, we go over my broader observations about the product and Snapchat's strategy. We also discuss why I suspect Snapchat changed its name to Snap Inc. and chose the Wall Street Journal to unveil Spectacles. The email then turns to how Snap's new pair of smart sunglasses will impact Apple. The Snapchat versus Apple relationship is going to change. We then discuss how I think Spectacles makes Google look bad.
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