What is Specs Inc. and how does it relate to Snap Inc.?
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| Snapchat AR Spectacles (smartglasses) – Credit: Snap Inc. |
Snap Inc. has long pushed boundaries in wearable technology through its Spectacles line of smart glasses. These devices started as simple tools for capturing moments and have grown into advanced augmented reality systems.
With the recent creation of Specs Inc. as a dedicated subsidiary, Snap positions itself to accelerate development and bring consumer-ready AR glasses to market later this year.
This guide traces the journey from early concepts to current innovations, explains the strategic move behind Specs Inc., and explores what users can expect from the next generation.
Origins of Snap Inc. and the Birth of Spectacles
Snap Inc. began as Snapchat Inc. in 2011, founded by Evan Spiegel, Bobby Murphy, and Reggie Brown at Stanford University. The app focused on ephemeral messaging, where photos and videos disappear after viewing.
By 2016, the company rebranded to Snap Inc. to reflect a broader vision beyond the app, emphasizing camera technology as its core.
This shift coincided with the launch of the first Spectacles, sunglasses with built-in cameras for hands-free video recording directly into Snapchat.
The idea for Spectacles drew from earlier acquisitions. In 2014, Snap bought Vergence Labs for $15 million.
That startup had developed Epiphany Eyewear, an early prototype of camera-equipped glasses. Vergence's founders, Erick Miller and Jon Rodriguez, joined Snap to refine the concept.
Miller left soon after, but Rodriguez became a key architect for Spectacles.
This acquisition laid the groundwork for Snap's entry into hardware, blending social media with wearable tech.
Snap's founders saw glasses as a way to free users from smartphones for capturing authentic experiences.
Spiegel described Spectacles as a "toy" at launch, yet he envisioned them evolving into something more substantial.
The rebranding to Snap Inc. marked a commitment to this direction, with the company calling itself a "camera company."
Evan Spiegel and Bobby Murphy, co-founders of Snap Inc., have guided the company's growth since its inception.
Evolution of Spectacles Through the Generations
Spectacles have progressed from basic video-capture devices to sophisticated AR platforms.
Each version built on the last, incorporating user feedback, better hardware, and deeper integration with Snapchat's AR features, known as Lenses.
Here's a table summarizing the key generations of Snapchat's AR Glasses:
| Generation | Release Year | Key Features | Price | Availability |
|---|---|---|---|---|
| First | 2016 | Single camera for 10-second circular videos, wireless sync to Snapchat, colorful designs | $130 | Limited via vending machines (Snapbots) |
| Second | 2018 | Water-resistant, slimmer frame, improved photo quality, faster transfer speeds | $150 | Wider retail distribution |
| Third | 2019 | Dual cameras for 3D capture, metal frames, enhanced AR effects | $380 | Online and select stores |
| Fourth | 2021 | Waveguide displays for AR overlays, developer-focused, hand tracking | Not for sale (developer kits) | Limited to creators |
| Fifth | 2024 | Standalone AR with Snapdragon XR2 processor, 46-degree field of view, spatial mapping, AI integrations | $99/month subscription | Developers only |
The first generation created buzz with its playful rollout through pop-up vending machines, but sales fell short of expectations due to limited supply and hype fatigue.
Later models shifted toward AR, with the fourth introducing displays that overlay digital content onto the real world.
The fifth, released in 2024, added advanced processors and hand gestures for interaction, running on Snap's custom OS without needing a phone.
This progression reflects Snap's investment of over $3 billion in AR over 11 years, aiming to make glasses a natural extension of computing.
Acquisitions like Wave Optics in 2021 for $500 million enhanced display technology.
Early promotional image showing the AR capabilities of later Spectacles generations.
A close-up of the fifth-generation Spectacles, highlighting their bulkier yet functional design for developers.
Multiple pairs from the latest lineup, demonstrating design variations.
Formation of Specs Inc. and Its Strategic Role
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| Credit: Snap Inc. |
In January 2026, Snap announced the formation of Specs Inc. as a wholly owned subsidiary to handle its AR glasses business.
This move separates Spectacles from Snap's core social media operations, allowing focused development and easier access to external funding.
Snap retains majority ownership, but the structure opens doors for minority investors and partnerships.
The decision stems from mid-2025 discussions on raising capital to compete with giants like Meta and Apple.
By isolating the hardware unit, Snap can value it independently and attract targeted investments without diluting its social platform.
Specs Inc. is hiring for over 100 roles globally, signaling rapid expansion.
Leadership remains under Snap's umbrella, with CEO Evan Spiegel overseeing the vision.
The subsidiary emphasizes sustainability, positioning AR glasses as a way to reduce physical waste by replacing items like TVs or toys with virtual alternatives.
This aligns with broader tech trends toward eco-friendly computing.
Upcoming 2026 Spectacles: Features, Tech, and User Experience
The 2026 Spectacles, launching under Specs Inc., promise a lighter, more compact design compared to previous models.
They will feature a "first-of-its-kind Intelligence System" for understanding surroundings, enabling voice and gesture controls.
Users can engage in solo or group activities, such as virtual learning simulations or collaborative design reviews.
Key anticipated specs include improved field of view, higher resolution displays, and seamless integration with Snapchat's 400 million daily users for social AR experiences.
The glasses aim to blend digital and physical worlds naturally, with AI assisting in navigation, content creation, and interactions.
Unlike developer-only predecessors, this version targets everyday consumers.
Steps to get started with the new Spectacles once available:
- Download the latest Snapchat app and create or log into an account.
- Pair the glasses via Bluetooth or Wi-Fi through the app's settings.
- Calibrate hand tracking and voice commands during setup.
- Explore Lenses for AR effects, starting with basic overlays and advancing to interactive scenarios.
- Share captures directly to Snapchat stories or save for later editing.
A conceptual view of holding the AR glasses, showcasing their interactive potential.
Prototypes of various smart glasses designs, hinting at the diversity in upcoming models.
Assorted AR glasses concepts, illustrating the competitive landscape for 2026 launches.
Market Impact and Future Prospects
Specs Inc. positions Snap to challenge competitors in the growing AR market.
With Meta's Ray-Ban smart glasses and potential Apple entries, Snap leverages its social strengths for "fun" AR experiences.
The spin-off could insulate Snap from hardware risks while fostering innovation.
Analysts see this as a bold step toward post-smartphone computing, where glasses become primary interfaces.
Challenges remain, including privacy concerns from always-on cameras and battery life limitations.
Yet, Snap's focus on less screen time through intuitive AR could appeal to users seeking balanced tech use.
FAQs
What is Specs Inc. and how does it relate to Snap Inc.?
Specs Inc. is a wholly owned subsidiary of Snap Inc., created in January 2026 to focus exclusively on AR smart glasses development. It allows Snap to seek external investments while keeping majority control.
When will the new Spectacles launch?
The consumer version is slated for later in 2026, building on developer models from previous years.
How do Spectacles differ from other smart glasses like Meta's Ray-Ban?
Spectacles emphasize AR overlays and social integrations with Snapchat, while Ray-Ban focuses more on audio and AI assistants. Spectacles aim for immersive experiences like virtual collaborations.
What features can users expect in the 2026 model?
Expect lighter design, advanced AI for world understanding, voice/gesture controls, and virtual object replacements to promote sustainability.
Are Spectacles compatible only with Snapchat?
They integrate deeply with Snapchat but can function standalone for AR tasks, with potential for broader app support.
How much will the new Spectacles cost?
Pricing details are not yet announced, but past models ranged from $130 to $380, with developer kits at $99/month.
What privacy measures do Spectacles include?
Features like visible recording indicators and data controls help address concerns, though users should review settings for sharing preferences.
Can I use Spectacles without a smartphone?
The latest generations support standalone operation, but pairing with a phone enhances social sharing and updates.
What inspired the creation of Spectacles?
The line stems from Snap's acquisition of Vergence Labs in 2014, evolving from simple camera glasses to full AR devices.
How does Specs Inc. plan to attract investors?
By operating as a separate entity, it offers clearer valuation and partnership opportunities in the AR space.
