Ben Gilbert: belief

Transcript context

…I think that's actually a great analogy to what Lenses in Snapchat are doing, right? Like that is augmented reality. And that requires a lot of processing power. Augmented reality thus far and virtual reality have been these really clunky things that nobody wants that cost a lot of money that it's unclear what you do with them, you know. But Snapchat just makes that really easy. It’s just all behind the scenes. And as we learn, we’ll talk about this in a minute, it’s costing them a lot in hosting fees and technology resources to be able to do that. Yeah, totally. To close on that, I think when they say they’re a camera company, the world has moved to a place now where a camera is not just a physical thing. A camera is a full hardware/software services stack and that starts when you think about what a “camera” is that way and the fact that maybe it's a hardware or software services network stack, that starts to lend a lot more credibility to “Oh, I see Snapchat is really the full stack of the modern camera.” Yup. Should we go on to #2?…

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