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7:55SHORT
“I don't think this launch will get them the level of traction that they're gonna need to justify further investment … at a normal company…”
@TBPN · Jordi Hays
Snap's $3.5B Spectacles bet flops, no killer use case, launch won't justify more investment
SNAPSHORT@ $4.82
$4.76+1.09%
since call Jun 18
peak +9.3%
“You're competing with these hyper-efficient Chinese companies. … XREAL is on a, a path to like commoditizing this in a pretty significant way”
@TBPN · John Coogan
Cheap AR glasses go mass market; the microdisplay supplier inside every pair wins on volume as prices fall.
HIMXLONG@ $17.25
$12.55-27.24%
since call Jun 18
TIMESTAMPS
7:55
10:50