Facebook, every mention
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every year anyone Harry Stebbings 853Alex Schultz 57Rory O'Driscoll 46Jason Lemkin 41Cliff Weitzman 27Solly Solomou 23David Cahn 22Brian Hale 22Matt Swulinski 21Yann LeCun 19
Verbatim, from the transcripts: the passages where Facebook comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 8:23 Matteo Franceschetti You start with meta. 2 times in the scene
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 0:12 Harry Stebbings Next, we have OpenAI releasing GPT Astra, and what on earth is going on with the AI assistant race, Meta also releasing their product, this and so much more in this discussion today.
- ▶ 7:37 Jason Lemkin And Meta will have them and on a hundred startups and there'll be 20 in the next batch of YC. 3 times in the scene
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 31:00 Jean-Denis Greze Much like Snapchat structurally in the market is defensible, even though it's not nearly as good a business as TikTok or as Facebook or Instagram, because it's fundamentally different.
- ▶ 41:57 Harry Stebbings It seems like we've all kind of normalized cyber attacks, and it's like, ah, matter had one, ah, anthropic had one.
- ▶ 57:53 Jean-Denis Greze Like their WhatsApp parent groups and like Facebook groups and places like that, right?
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 27:47 Cliff Weitzman Facebook came as a second to Friendster, and now in MySpace, and now they're not second.
- ▶ 36:23 Cliff Weitzman And so, but what you just described is exactly what used to happen with Google and Meta, let's call it six years ago, which is if you were really cracked, there was essentially a maximum amount that you can get paid at a company like… 2 times in the scene
- ▶ 53:36 Cliff Weitzman I think he started Google Maps, then he was CTO of Meta, then he was co-CEO of Salesforce, he's on the board of OpenAI, and now he founded Sierra.
- ▶ 56:16 Cliff Weitzman I think what will happen, and Meta has the right idea, by the way, so go Chris Cox, is people are going to be talking to their computer and phone and some wearable constantly throughout the day and using screens a lot less.
- ▶ 56:28 Harry Stebbings You can buy one, SpaceX or Meta. 12 times in the scene
- ▶ 1:01:27 Cliff Weitzman There's a Facebook group for this disease.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 54:46 Harry Stebbings Um, you have Meta, you have Microsoft, and you have Nvidia. 2 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 51:17 Eno Reyes Uh, but two, I think that as a business, they're going to have to build on top of that and take what they did with Meta, the, 2 times in the scene
- ▶ 52:06 Harry Stebbings And you're seeing that in bond pricing for Meta and other things.
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 0:36 Julien Bek I think right now, if you're gonna invest in the new Neolab, you're basically investing, you know, in the Quora, in the stumble upon when Facebook X came about.
- ▶ 11:13 Julien Bek I think right now, if you're going to invest in the new Neolab, you're basically investing, you know, in the Quora, in the stumble upon when Facebook X came about.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 6:14 Harry Stebbings When we look at the hyperscalers today, yes, Facebook is having a bond issuance that's priced higher than expected, but Meta's core business is throwing off hundreds of billions of cash flow. 4 times in the scene
- ▶ 40:28 Jerry Murdock Avin, who, this guy came out of Meta, uh, as well, his name is Sadi Khan.
- ▶ 1:01:07 Harry Stebbings You've got Meta, you've got Google, and you've got Microsoft. 5 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 4:09 Rory O'Driscoll And yes, if the logic is, hey, you've got a whole bunch of compute, but not an obvious business on top, the two people for whom that's true are Meta and SpaceX. 7 times in the scene
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 6:02 Matt Swulinski You have met a Google and life cycle, and obviously like your site and all the rest is, is in the middle, uh, because you have your, 4 times in the scene
- ▶ 14:19 Matt Swulinski The biggest differences are first in that, like, Meta and Google are not optimized for, like, B to B SaaS usage-based products. 4 times in the scene
- ▶ 29:11 Matt Swulinski They, UGC, tons of ads, strong on meta. 4 times in the scene
- ▶ 30:55 Matt Swulinski Slightly later than like, because on Instagram and Facebook, you want that immediate validation while on YouTube, you're kind of there to spend the time, digest the video.
- ▶ 40:29 Matt Swulinski I think it's one of the, like, core things, like we talked about MetaGoogle lifecycle.
- ▶ 52:33 Matt Swulinski Um, but like, because I had to do that, I understand how to launch a meta ad. 2 times in the scene
- ▶ 54:51 Matt Swulinski Like, uh, I'd say, uh, now a year ago, I'd be looking for someone that has 10 years of experience in, let's say, meta ads. 2 times in the scene
- ▶ 1:01:09 Matt Swulinski Uh, but then add meta, add newsletters.
- ▶ 1:13:09 Matt Swulinski I mean, maybe that has changed, but like, are they teaching you how to install a Facebook pixel?
- ▶ 1:16:10 Matt Swulinski And because the agent also can analyze everything, it creates those interrelationships for you where, like, you worked on meta ads with this creative type here in two places, and normally you'll forget that, right?
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 50:09 Harry Stebbings We've seen Meta and Muse really be a focus for Zerk. 7 times in the scene
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 20:29 David Frankel Like these are the Metas and the Googles of our era, highly likely. 2 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 56:33 Rory O'Driscoll Microsoft, and then Meta, right? 2 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 44:07 Harry Stebbings How much of that revenue is Facebook?
- ▶ 46:57 Harry Stebbings But the revenue concentration is just OpenAI, Anthropic, Meta, a couple of other providers.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:41 Harry Stebbings Jensen Huang breaks his silence, he produces his first ever post on X, and it's an open weights manifesto, and it's signed by some of the biggest companies in the world, Microsoft, Meta, IBM, many others, um,
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 27:18 Harry Stebbings I have jalapeno reportedly anthropic working with Samsung to create their own chips, some, um, deep seeker creating their own chips, uh, Meta creating their own chips.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 23:07 Harry Stebbings Do you worry that you're just falling for the kind of classic, I'm so sorry to be like the fast growth founder mode, which is like your VCs come in and say, oh, you need to hire this person from Facebook.
- ▶ 46:00 Harry Stebbings Um, and what I mean by that is I would be like, oh, when Meta or OpenAI or you name your large company is buying data from multiple people, it feels like you're being promiscuous and cheating on me.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 3:30 Lin Qiao And the best company at the time is Facebook. 2 times in the scene
- ▶ 40:00 Lin Qiao And that's very interesting to me because, um, we have obviously worked at a huge recommendation system in the world, Meta, um, and we are very eager to see how that transform into a new economy, a new economy for, for us.
- ▶ 43:59 Lin Qiao Um, but over time, um, when the business grows very big, right, so I still remember when Matter was young, they, they don't build everything.
- ▶ 56:33 Lin Qiao So I have built data centers at Meta.
- ▶ 1:09:16 Harry Stebbings As I said, OpenAI, Anthropic, DeepSeek, Meta, we're building our own chips now. 5 times in the scene
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 0:19 Harry Stebbings Number two, Meta fights back on the coding model front, and Zuck is back on X.
- ▶ 10:35 Harry Stebbings Zuck returns to X, and he returns to X for Muse Spark, 1.1, and the first time ever that Meta start charging developers to use their own models. 6 times in the scene
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 40:51 unnamed speaker I think about Meta, for example, right?
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 0:31 Harry Stebbings And then number four, Metacompute launches cloud business, which caused the stock price to jump 10%.
- ▶ 17:04 unnamed speaker You had section, I think, two-thirty, the one that said websites are not liable for third-party comments on their website, which effectively is what Facebook, you know, Google, Facebook, and everyone has relied on,
- ▶ 39:36 unnamed speaker WhatsApp, Facebook, Instagram.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 23:02 Harry Stebbings We've seen Matter, Uber, Microsoft.
- ▶ 57:25 Mike Mignano Um, you know, Twitter, Facebook, to some extent, with writing and publishing.
- ▶ 1:04:33 Mike Mignano Um, I was really fortunate at Lightspeed to, uh, collaborate closely with, uh, Nat Friedman and Daniel Gross before they, they went over to Meta, and
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 44:49 Paul Erlang Look at Facebook, look at WhatsApp, like all of these business, social businesses that really scaled are global from day one.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 12:39 unnamed speaker It's NVIDIA and Google, which is another way of saying, you know, people like Facebook, Amazon, and Microsoft are doing shit. 2 times in the scene
- ▶ 23:27 unnamed speaker And so you either do it the right way or you end up thrown out of your own company or, uh, you know, having to, to, to recycle and give back your two billion that Meta took from you.
- ▶ 59:28 unnamed speaker It would be so convenient to go into Facebook, right, in my feed and or mess or whatever, and just instantly bet on anything my friends are betting on. 9 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 11:33 Harry Stebbings You see cases like Matters today where I think 1700 people have signed a petition that they are unwilling to let it track their mouse and keystroke behavior.
- ▶ 16:05 Harry Stebbings You're seeing very different camps from your Metas and Ubers and Microsofts who put in budgets to your free for all be creative.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 1:16:40 Harry Stebbings I watched the social network and I saw Peter Thiel invest in Facebook, and that's how I ever found out about venture capital.
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 47:27 Harry Stebbings The amount, the amount of Excel, the amount of Excel GPs I've met that did the Facebook deal.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 0:56 Harry Stebbings He says that microphone will be more valuable than matter.
- ▶ 8:27 Aravind Srinivas Meta's trying to launch Hatch for 200 dollars a month.
- ▶ 10:13 Aravind Srinivas It's going to Meta, Instagram. 2 times in the scene
- ▶ 16:46 Aravind Srinivas Maybe that's a mistake, but there are real engineers in meta and in other companies spending like ten million a year per engineer on, on, on, on these, you know, coding tools. 2 times in the scene
- ▶ 37:01 Aravind Srinivas The markets are pricing infrastructure companies with a higher, uh, PE ratio than companies like Meta, for example.
- ▶ 1:21:14 Aravind Srinivas That's basically the valuation of Meta. 2 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 10:34 unnamed speaker One is, um, it would listen, there are many great IPOs like Facebook and Google that IPO with a whimper, right?
- ▶ 1:09:13 Harry Stebbings Meta weighing tens of billions more for capex spend following in the suit of Google.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 20:36 Harry Stebbings With that difficult awareness, where do you settle on what revenue concentration with a Meta or a Microsoft you are happy with? 2 times in the scene
- ▶ 31:59 Harry Stebbings When people look at you versus other NeoClouds, you know, we look at you versus a CoreWeave, you both run GPUs, you both have Nvidia relationships, you both have Meta as a customer,
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 53:14 Jason Calacanis But right now, if you, if my team made this commit to quadrupling output, I can instantly think of 20 to 40 people just goodbye, like goodbye.
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 7:30 Harry Stebbings In terms of those various customers, uh, true or false, you lost OpenAI and Meta as customers in the hack. 6 times in the scene
- ▶ 11:10 Harry Stebbings When we look at the news, we see insured lays off 16,000, metal lays off 8000 at four AM, LinkedIn a thousand, Coinbase, click up now, 22% going.
- ▶ 1:04:04 Brendan Foody Meta's, uh, super intelligence, uh, group.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 14:08 Harry Stebbings Uber's core business is moving people, hard logistics, real world, and Facebook's precision of advertising between, you know, consumer and provider or advertiser.
- ▶ 15:14 unnamed speaker There's no one at Facebook yet, or that might change, saying, are we getting value from our billions of dollars in AI?
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 32:45 Harry Stebbings You know, you see Meta lay off a huge amount of people today, and it's, it's challenging to see at four a.m. emails from Zuck and, you know, jobs being lost.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 1:19:44 Rory O'Driscoll And you know, we'd have done a lot better say, you know, at least when Meta was busy destroying the world, they were smart enough to pretend it was all about bringing friends together and not destroying democracy. 4 times in the scene
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 9:43 Josh Browder Um, I was roommates, uh, with, uh, the founder of a company called Assured, um, where we both rented the house where Facebook was started over the summer at Stanford.
- ▶ 39:35 Josh Browder So I was thinking of buying the Facebook house. 4 times in the scene
- ▶ 1:01:16 Josh Browder Um, and so we're not playing the meta, spend a hundred K a month on meta game, um, that some other founders are playing. 2 times in the scene
- ▶ 1:08:27 Josh Browder I think a lot of Meta employees are being laid off.
- ▶ 1:14:26 Josh Browder With Meta, I think it's AI driven. 4 times in the scene
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 23:42 unnamed speaker And I think we saw it for either Amazon or Meta or one of those where employees are internally just burning tokens on stupid tasks, which is easy to do just to make sure they quote unquote make their quota.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 0:00 Cliff Weitzman Don't even bother spending money on any platform that's not Meta until we reach a 100,000 dollars a month and spend on Meta. 2 times in the scene
- ▶ 7:31 Cliff Weitzman And then I'd go and I'd watch how they bought Facebook ads, or I'd watch how they made content.
- ▶ 7:31 Cliff Weitzman And then I'd go and I'd watch how they bought Facebook ads, or I'd watch how they made content.
- ▶ 8:21 Cliff Weitzman A small thing he said, like as an aside, that really helped me at the time, was don't even bother spending money on any platform that's not meta until you reach a 100,000 dollars a month and spend on meta. 2 times in the scene
- ▶ 19:09 Cliff Weitzman It automatically posts it to Meta, and TikTok, and YouTube, and all the platforms, and it gives me all the data that I want.
- ▶ 29:50 Cliff Weitzman Um, inside of performance marketing, Meta is still the best winner. 12 times in the scene
- ▶ 1:04:32 Cliff Weitzman Um, and I just think that the lunch is completely eaten by meta at this point.
- ▶ 1:18:06 Cliff Weitzman And then Instagram and then Facebook and then YouTube.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 0:13 Harry Stebbings Meta lost.
- ▶ 23:46 Rory O'Driscoll If people go from talking to other humans and looking at news to talking to chatbots, I, Facebook, want to be there when that happens.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Next, China blocks Meta's two billion dollar acquisition of Manus.
- ▶ 34:59 Harry Stebbings China blocks Meta's two billion acquisition of Manus.
- ▶ 36:06 unnamed speaker So when China says they want to unwind the transaction, I actually don't think they're talking about the money as much as I think the leverage point is over meta, where they're really saying, you have this technology, we'd like it back,… 5 times in the scene
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