Oh Snap!

I’m talking, of course, about TLSA & SNAP, respectively.

$250.20 & $6.51 per share was certainly affordable enough for me to buy substantially more than 1 share. I just wish my resolve & commitment had been higher than my confidence. I don’t mean that I should’ve held the shares longer (I still have them). I mean I should have bought more!

Right now I’m firing some neurons for Evan Spiegel.

Capturing the moment [source]

I was here.

I remember watching Obama’s inauguration in 2009 and seeing Malia use her point-and-shoot camera to capture a photo of the crowd from her point of view. She knew the world’s cameras and screens and eyes were capturing the moment. She knew the event would be forever chronicled in countless websites and history books. But those experiences were other peoples’ experiences. There’s only one person able to capture her experience: her.

In 2016, during the next election cycle, I had newly relocated to Silicon Valley and my mind was swimming in visions of Tech’s future.

I remember watching a campaign event on my little rectangle device and seeing the candidate shake hands with the people in the first row of the crowd while people in the second and third row held little rectangle devices between their faces and the candidate… a perceived celebrity that, if not for the little rectangle, would have otherwise been directly in front of their eyes.

Capturing the moment is now competing with living the moment.

I went to college in the age of flip phones & camera phones. Facebook was brand spanking new, and it caught like wildfire on campus at Penn State. Smartphones weren’t a thing yet and digital cameras were mostly just a thing your mom used to take family photos. The crappy little lens on your crappy little cellphone was fun, but you weren’t gonna use it to snap & share pix of friends while out on the town.

Yet, back then I carried a chunk of the future in my pocket.

Visions in camera are closer than they appear
[source]

A “privacy temple” is an important feature to protect in the Tech landscape. But that doesn’t mean the doors of the temple should be locked to trap people inside.

As cameras proliferate into the post-1984 world of ever-present Tech, humans must remain vigilant & wary of the Information Purification Directives launched from the walled garden of pure ideology secure from the pests purveying contradictory thoughts.

“Trust us, you can trust us.”

This seems to be what Apple is telling us.

“So what if you don’t trust us?”

Seems to be what Meta is saying.

Google & Snap would be a mighty match.

I saw the future through this lens.

Frankly, I don’t understand why so many people at Apple still fail to see it too. Every single year, like clockwork, a new iPhone comes out. Every single year that new iPhone boasts a camera system significantly more impressive than the last, serving as a compelling lure for customer upgrades. So important are its cameras, in fact, that Apple even grotesquely protrudes it from the flush surface of its slick devices…

Yet still, somehow, Apple doesn’t seem to get it.

Anyway, I didn’t buy SNAP stock in 2016 because, well, SNAP wasn’t yet publicly traded. I didn’t buy SNAP stock during its 2017 IPO because it didn’t strike me as the right time. But when it hit what I thought might be bottom in 2018, I bought it for $6.51/sh.

Elon Musk seems to get it.

People want to power their world, travel their world, and connect with their world. They want to live free, not live in fear. Elon Musk’s vision & company portfolio (including his recent single-handed rogue acquisition of Twitter) reflects these fundamental human drives.

As I see it, there are three distinct categories of the emerging Tech of Everything, of which xR & AI will be fundamental components:

Wearables

  • Smartphones & tablets
  • Smartwatches
  • Smart earbuds & headphones (Hearables)
  • Smartglasses
  • Biometric sensors & misc.

Findables

  • Personal localization tags
  • Commercial, institutional, and educational beacons
  • Smartspeakers
  • Smartdisplays for entertainment & video conferencing (Seeables)
  • Anchor objects for virtualization & UI

Transportables

  • Smartcars & e-bikes (Ridables)
  • Personal aircraft & drones (Flyables)
  • Shared use autonomous vehicles
  • Robotic service personnel & labor force

If you don’t see it yet, don’t worry. It’s just around the corner…

[source]

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