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Scott Galloway: Snap's New Smart Glasses are "Dead on Arrival"

June 19, 2026 / 00:43

This episode discusses Snap's new augmented reality smart glasses, Specs, and the company's recent stock decline. Key topics include the glasses' design, battery life, and market viability.

The hosts critique the chunky design of the Specs, comparing them unfavorably to Tim Cook's mixed reality headset. They mention Evan Spiegel's appearance while wearing the glasses, noting that it made one host feel cooler than him.

Concerns are raised about Snap's financial stability, with the hosts predicting that the glasses could signal the decline of Snap as an independent company.

TLDR

Snap's new Specs glasses face criticism and signal potential decline for the company.

Episode

0:43
00:00:00
There's a new wearable that I know you'll be rushing out to buy. Snap just announced its augmented reality smart
00:00:05
glasses called Specs. Wired notes. The glasses are chunky. That's a perfect word actually. Snapchat fell nearly 10%
00:00:12
on Tuesday after the glasses were unveiled. I very much like Evan Spiegel, but that was bad. Him putting them on.
00:00:17
Your thoughts on the chunky glasses? >> This is the first time in my life I've ever seen an image of Evan Spiegel and
00:00:22
thought I'm cooler than Evan Spiegel. It makes the mixed reality headset from Tim
00:00:26
Cook look like a viable product. $2,200 for 4 hours of battery life, bulky frames from a company that has never
00:00:32
turned a profit. This thing is dead on arrival. This is the beginning of the end of Snap as an independent company.

Episode Highlights

  • Snap's Specs Unveiled
    Snap announces its augmented reality glasses, Specs, but faces immediate backlash.
    “Snap just announced its augmented reality smart glasses called Specs.”
    @ 00m 03s
    June 19, 2026
  • Evan Spiegel's Bold Move
    Evan Spiegel's decision to showcase the chunky glasses raises eyebrows.
    “I very much like Evan Spiegel, but that was bad. Him putting them on.”
    @ 00m 15s
    June 19, 2026
  • The Future of Snap
    Analysts predict the end of Snap as an independent company after the glasses launch.
    “This is the beginning of the end of Snap as an independent company.”
    @ 00m 35s
    June 19, 2026

Episode Quotes

  • This thing is dead on arrival.
    Scott Galloway: Snap's New Smart Glasses are "Dead on Arrival"

Key Moments

  • Specs Launch00:03
  • Backlash Begins00:09
  • Evan's Image Shift00:19
  • Predictions of Doom00:35