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SnapNews

Snap is betting $3.5 billion on AR glasses that businesses can use as CEO Evan Spiegel sees a post-smartphone era

What happened

Snap will integrate Salesforce's Agentforce platform into the software for its new AR glasses, Specs.

Source

Article excerpt

For more than a decade, some of the world’s biggest technology companies have spent billions trying to put computers on people’s faces - to minimal success. But Snap CEO Evan Spiegel revealed another bet on glasses in June, this time with a $2,195 pair of augmented-reality (AR) specs that he says could usher in a post-smartphone era. After nearly 20 years, the iPhone has made consumers ready to think differently about computing, he told CNBC at the time, arguing information can be displayed in a person’s vision without them needing to pull out a phone to look down at a screen. During Snap’s Q2 2026 earnings call last month, Spiegel claimed there has been a “huge amount of interest” in preorders for the new AR glasses, but gave no exact numbers. It’s not Snap’s first effort at glasses, which haven’t paid off. The company recorded $39.9 million in Spectacles inventory-related charges in Q3 2017 as it wrote down unsold inventory from its first-gen camera glasses. But Spiegel said Snap’s new Specs have features that make it desirable for businesses - with the glasses operating like “a computer, not a pair of smart glasses for taking photos.” “A large, private display makes it possible to stream content, cast a screen, open a whiteboard, or turn almost any place into a workspace,” a press release read, announcing the debut of the Snap Specs. On Wednesday, Snap announced...

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Extracted from this sentence

According to Snap, Salesforce’s Agentforce platform will be integrated into the glasses software, while Nvidia will provide AI capabilities to interpret visual environments.

Extracted by Autobound

From the Signal API record
Event
News

What this signalsA new integration often shows which tools the company builds around.

The full record

From the Signal API record

Topics and mentions

Product tags

  • general technology
  • future tech
  • mobile

Extraction

Confidence
90%
Detected
Sep 18, 2026
signal_type
news
signal_subtype
integrates_with

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The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/b6dbf6a1-7e9f-f80e-b62f-f5eb2d9f4fd0 returns this record as JSON. POST /v1/companies/enrich returns every signal for snap.com.

{
  "signal_id": "b6dbf6a1-7e9f-f80e-b62f-f5eb2d9f4fd0",
  "signal_type": "news",
  "signal_subtype": "integrates_with",
  "detected_at": "2026-09-18T19:21:10+00:00",
  "company": {
    "name": "Snap",
    "domain": "snap.com"
  },
  "data": {
    "url": "https://fortune.com/2026/09/18/snap-3-5-billion-ar-glasses-evan-spiegel/",
    "title": "Snap is betting $3.5 billion on AR glasses that businesses can use as CEO Evan Spiegel sees a post-smartphone era",
    "author": "Joshua Hong",
    "excerpt": "For more than a decade, some of the world’s biggest technology companies have spent billions trying to put computers on people’s faces - to minimal success. But Snap CEO Evan Spiegel revealed another bet on glasses in June, this time with a $2,195 pair of augmented-reality (AR) specs that he says could usher in a post-smartphone era. After nearly 20 years, the iPhone has made consumers ready to think differently about computing, he told CNBC at the time, arguing information can be displayed in a person’s vision without them needing to pull out a phone to look down at a screen. During Snap’s Q2 2026 earnings call last month, Spiegel claimed there has been a “huge amount of interest” in preorders for the new AR glasses, but gave no exact numbers. It’s not Snap’s first effort at glasses, which haven’t paid off. The company recorded $39.9 million in Spectacles inventory-related charges in Q3 2017 as it wrote down unsold inventory from its first-gen camera glasses. But Spiegel said Snap’s new Specs have features that make it desirable for businesses - with the glasses operating like “a computer, not a pair of smart glasses for taking photos.” “A large, private display makes it possible to stream content, cast a screen, open a whiteboard, or turn almost any place into a workspace,” a press release read, announcing the debut of the Snap Specs. On Wednesday, Snap announced...",
    "product": "Specs",
    "summary": "Snap will integrate Salesforce's Agentforce platform into the software for its new AR glasses, Specs.",
    "planning": true,
    "image_url": "https://fortune.com/img-assets/wp-content/uploads/2026/09/GettyImages-2295670303-e1789758749841.jpg?resize=1200,600",
    "confidence": 0.9,
    "product_data": {
      "name": "Specs",
      "full_text": "the glasses software",
      "fuzzy_match": false
    },
    "product_tags": [
      "general_technology",
      "future_tech",
      "mobile"
    ],
    "published_at": "2026-09-18T19:21:10Z",
    "article_sentence": "According to Snap, Salesforce’s Agentforce platform will be integrated into the glasses software, while Nvidia will provide AI capabilities to interpret visual environments.",
    "related_company_name": "Salesforce",
    "related_company_domain": "salesforce.com"
  }
}

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