Lightspeed's Liew: I Have Full Confidence in Snapchat

The transcript covers a discussion on Snapchat Spectacles, highlighting a Twitter poll where 89% of participants were not interested in buying them. The speaker expresses confidence in Evan Spiegel's vision. The conversation shifts to investment strategies focusing on e-commerce and trends among young women, emphasizing their role as cultural carriers. The speaker also discusses involvement in Apple's show 'Planet of the Apps' and anticipates future trends in media consumption, noting a shift from traditional TV to digital platforms.

What percentage of people in the Twitter poll expressed that they would buy Snapchat spectacles?

What qualities does the speaker attribute to Evan, the product visionary?

According to the speaker, why are young women considered the cultural carriers for society?

What are some examples of e-commerce companies mentioned that appeal to young women?

How does the speaker perceive the future of content consumption in relation to traditional TV?