Evidence receipt / preference
Published · transcript-backedJohn Collison: preference
27 Apr 2026 Cheeky Pint What comes after smartphones, with Snap CEO Evan Spiegel
“You have been much more of a believer in the AR form factor than almost anyone I know for a very long time. What gave you the conviction that this is the right form factor?”
Source trail
Everything needed to verify it.
- Speaker
- John Collison
- Attribution
- Verified speaker
- Claim type
- preference
- Recorded
- 27 Apr 2026
- Publisher
- Cheeky Pint
Transcript context
…Yeah. I think it's extraordinary. Now, more than two-thirds of new code is written by AI at Snap. That's happened really quickly. I think the rate at which these models are getting better is just extraordinary. I think for us, we're really excited because we're so fortunate to be in a software business that has network effects, thank God. We've got a service that connects people to one another, but fundamentally, at its core, it's a software business. The way that we write software, run our business is changing so dramatically. And at the same time, I think we're insulated from some of the effects of other software businesses that I think are being cannibalized very quickly by AI. You have been much more of a believer in the AR form factor than almost anyone I know for a very long time. What gave you the conviction that this is the right form factor? So much of what we do, actually, everything we do starts with humanity. Computing needs to be in the service of humanity, that ultimately, humans are the ones that decide how technology is adopted. I think too often in the technology industry, we're focused on technology first rather than people first. I think that's a huge mistake. I think when you start with people first, glasses become so obvious. They're already worn by billions of people. They sit right in front of your eyes in terms of being able to deliver a computing experience. You can operate them hands-free. As humans, it's a big deal. We do a lot with our hands. Having computing in a pair of glasses, I think, is a better fit for our day-to-day lives. Then, of course, having them at eye level and ear level gives glasses a really good understanding of the world around you, which is so important if you want to make computing more human. If you want to have computers understand the world and people, which we think is so key for getting the benefits of computing, but again, also for bringing people together.…
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