Facebook, every mention
1,547 scenes, the whole family · ← back to Facebook
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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
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 33:04 Adam Foroughi Facebook's ad system, TikTok's ad system, ours.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 17:41 Rory O'Driscoll I mean, Facebook went down plus or minus, I think, 40% from their IPO price in the first six months, before 10 X-ing subsequently, just as a reminder, so you've got risk in that deal.
- ▶ 23:13 Jason Lemkin NVIDIA, Apple, Meta, Amazon, Alphabet, Microsoft all can buy a startup for a hundred billion.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 41:53 Harry Stebbings Uh, on, on that topic, uh, Alex Wang, uh, founder of scale, obviously now at Facebook following the acquisition of scale.
- ▶ 48:01 unnamed speaker Google has done it in 2004 on, um, Meta themselves have done it in 2000 and eight, really 2000, probably seven and eight on in 2012 in mobile. 2 times in the scene
- ▶ 50:15 unnamed speaker Um, but can we achieve the scale of, of Facebook and others?
- ▶ 1:13:50 unnamed speaker It's probably the standalone, the biggest beneficiary of mobile networks, mobile ads, clearly mobile ads, you know, after maybe Meta and that, yeah.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 19:41 Harry Stebbings Whether you're Google, or whether you're Facebook, or whether you're anthropic fighting against the Pentagon, you get to a scale where it is impossible not to have that conflict.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 54:28 unnamed speaker Now, the other question to your point, Jason, is right now, amazingly, all these open source models are primarily Chinese open source models, and, you know, until some, until either Lama, until, if Meta reintroduces an up-to-date open…
- ▶ 1:31:58 unnamed speaker When you get 400 bucks for just delivering a customer from a Facebook ad, man, you, you know, you want to, you want to run this.
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 3:07 Andrew Dudum Google, Facebook, Apple, Amazon, all of them. 2 times in the scene
- ▶ 11:33 Andrew Dudum And the, uh, you know, the cost to do a live photo shoot, uh, the speed of a food photo shoot for every single product launch, you know, we probably have thousands of variations of TV commercials, uh, Facebook ads, Google ads, et cetera.
- ▶ 36:09 Andrew Dudum But when I think about some of the early D to C brands, um, that launched, you know, they were selling commodity products and those products capped out at, you know, a, a billion in revenue or, you know, a couple hundred million in…
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 13:06 unnamed speaker Facebook and Google each do two hundred billion plus or minus a year in digital ads. 2 times in the scene
- ▶ 56:26 Harry Stebbings Manus obviously for contacts being bought by Meta recently, um, Manus founders trapped or kept in China. 6 times in the scene
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 56:13 Marc Andreessen Um, and, you know, Google and OpenAI and Anthropic and Meta
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 9:37 Harry Stebbings Two big announcements this week were, in terms of layoffs, Atlassian announcing 1600 people, and then Meta reportedly a speculative 20% workforce reduction, which would be 16,000 of 79,000. 4 times in the scene
- ▶ 43:29 Jason Lemkin If, if we really believe Amjad is going to take this, this, this kid out of the, the wonder kid out of Facebook who brought the co, you know, the guy that created react with them to co-found the company.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 2:48 Harry Stebbings Next we have Facebook. 5 times in the scene
- ▶ 45:56 Gokul Rajaram Facebook, non-consumption market.
- ▶ 46:02 Harry Stebbings The thing that's amazing with Facebook is the ease for you to dismiss it for being the 52nd social network. 4 times in the scene
- ▶ 1:14:28 Gokul Rajaram It's that I couldn't predict that Facebook could be a two trillion dollar company. 5 times in the scene
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 46:24 Elena Verna That, I truly believe, is the right ratio for every single company, because if you're not using your product to acquire customers in some sort of offers way, I think that you're just giving too much money away to Googles and Netas of the…
- ▶ 1:08:42 Elena Verna Meta. 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 19:37 Rory O'Driscoll What is my AI that's 24 seven that I can get on Facebook or Instagram?
- ▶ 24:57 Jason Lemkin I, I'll, I'll add, I think this MOLT book is an interesting micro story of Meta's very interesting AI strategy, AI M&A strategy.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 8:15 Harry Stebbings If we take like a Meta and a Zuck, he's running it for growth, which is why free cash flow is in the drains. 3 times in the scene
- ▶ 9:45 Mitchell Green We would never have talked about Facebook or anything, right? 2 times in the scene
- ▶ 26:19 Mitchell Green Um, and I think Facebook's trading, like, 25, 30 times earnings right now.
- ▶ 28:30 Mitchell Green It's not that ByteDance wins and, like, Google and Facebook and, you know, loses.
- ▶ 36:51 Mitchell Green Um, right, and look how much earnings a company like Facebook and Google and Microsoft and Amazon and Nvidia generate, like, profits.
- ▶ 44:54 Mitchell Green Facebook though, I'm not sure.
- ▶ 1:00:39 Mitchell Green Like, he's just like a great, humble guy, like, normal guy, like, anyhow he runs, obviously, AI at Facebook.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 9:41 Jerry Murdock I mean, look, you know, a lot of people like to criticize meta here and there about being behind the game, but they had the balls to say no to Jensen.
- ▶ 47:15 Jerry Murdock You're gonna miss being early in Facebook.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 24:44 Anish Acharya If you look at the distortion from 2021, you essentially had this indirect subsidy of Google and Facebook. 2 times in the scene
- ▶ 1:15:20 Anish Acharya So we had the cycle where you sort of had the friendsters and then two or three years later you had the Facebooks, right?
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 1:04:16 unnamed speaker In other words, they will invest a hundred billion dollars on Facebook in Meta's case now, a hundred and thirty billion dollars next year, and the ROI mightn't be there.
- ▶ 1:24:32 unnamed speaker You could join it to the social network and author would join to the social network and it would start commenting on that network, just like we comment on, um, human social networks like Twitter and Facebook.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
- ▶ 1:08:00 unnamed speaker I, now, now I do have misses from the Apex days where I saw something that I wanted to do, but I knew that there was no way I could get it approved, including Facebook, by the way, in the very early days, you know, I saw it, I could have…
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
- ▶ 18:02 Simon Squibb That, you know, you look at things like Facebook, it did such a great job of becoming a valuable company because it had all the attention, and then on top apps came, you know, like Snapchat and Instagram, and again, they drawed all the…
- ▶ 30:44 Simon Squibb I think if you have a similar mission, it's the whole, uh, I'd rather have five percent of Facebook than a hundred percent of MySpace.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 18:06 Jason Lemkin It probably felt safer when they made the investment, that worst case, Meta wanted to buy them.
- ▶ 32:18 Jason Lemkin I know they're making another sequel at Meta. 2 times in the scene
- ▶ 45:04 Rory O'Driscoll And Facebook. 5 times in the scene
- ▶ 50:51 Rory O'Driscoll When Google and Facebook added ads, each of them at the appropriate time for them, 2000 and two-ish and 2000 and five-ish, they had significant but manageable cost structures, no other revenue source, and very quickly they became…
- ▶ 53:13 Jason Lemkin This can't be garbage ads, but I think it's very, I think it's pretty plausible and going to Roy, we may be upside surprises may turn into Facebook or Google back in the day, like within a year, our jaws might drop. 2 times in the scene
- ▶ 57:08 Rory O'Driscoll To help buy ads on ChatGPT, just as you don't need AppLoving for Google or Facebook, you need AppLoving and all that for everything else, mainly, right?
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 54:13 Winston Weinberg I'm just saying this is what's happening, I think, at all of these labs is, you know, you go to work at Meta, you go to work at OpenAI, you go to work at Anthropic, and you think you're going to work on something, and then you end up not.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 0:18 Harry Stebbings Prior to Superhuman, Nom was a Senior Director of Product Management at Facebook, and in his earlier years, he was a CPO at Thumbtack,
- ▶ 36:47 Harry Stebbings What was your biggest takeaway from Meta? 5 times in the scene
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 9:54 Alex Rampell Everybody wanted to invest in Facebook. 2 times in the scene
- ▶ 15:23 Alex Rampell Especially today, where people get paid a fortune to stay at OpenAI or Anthropic or Meta or any of these companies, if you quit your job to start a company and you can snap your fingers and five people follow you tomorrow for a 50% pay…
- ▶ 25:35 Alex Rampell I mean, I think this is where behind every technology revolution and kind of go back to like Silicon, then the personal computer, then the internet, then kind of internet two point O where you could write to the internet, things like…
- ▶ 50:01 Alex Rampell It's like, Facebook, 3 times in the scene
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 20:42 Luke Harries I get it, but you have the resources, and I want to test, is there a way to test in a non-fifty to a hundred gram way of hiring a motion designer?
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 18:14 Rory O'Driscoll It's not obvious why a kind of B to B or individual knowledge worker work tool, which is what Manus is, is an obvious product to roll out, you know, three billion users on Facebook, most of whom don't do knowledge work.
- ▶ 28:57 Harry Stebbings The thing that made me think more broadly about that was kind of Meta's M and A spree. 4 times in the scene
- ▶ 31:26 Jason Lemkin Now we've got Meta's AI guy who's doing a new Spite startup.
- ▶ 39:47 Rory O'Driscoll But he's sitting there going, you know, some of my key people are getting 20,000,050 million dollar offers from Meta, and that's really liquid stock.
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
- ▶ 1:44 Alan Chang So at the time I just, you know, I, I, I just graduated and, uh, I was just perusing on, uh, on a Facebook group, like it was called London startups.
- ▶ 31:41 Harry Stebbings I learned this about Facebook advertising, but then it saturated when we hit expand.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 28:53 unnamed speaker In retrospect, it's obvious, and I'll talk about that in a second, but wow, Meta's willing to just give a dude a hundred million bucks to show up. 2 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 17:05 unnamed speaker Or they do what Meta did and find ways to go to four billion out of five billion, pretty much every active human on the planet, right? 2 times in the scene
- ▶ 26:31 unnamed speaker Facebook, not so in love.
- ▶ 1:19:05 Jason Calacanis Not that I don't think everyone at Meta is cheering that they're crushing it, right?
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 23:55 David George Or what happens if, if Facebook does this?
- ▶ 37:29 David George And so if that money is going to go, you know, back to consumers or drivers or whatever it is, uh, in that case, and just get funneled back to Google and Facebook, like,
- ▶ 50:44 David George The example I always use is, you know, Google and Facebook. 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 10:29 Rory O'Driscoll Because Facebook went public, right? 3 times in the scene
- ▶ 29:01 Rory O'Driscoll I mean, you know, Facebook and Google have 70% of not just all digital advertising, but all advertising.
- ▶ 1:19:10 Harry Stebbings You know, ByteDance is still the massively discounted versus a method, despite it being a phenomenal business, both in margin and revenue scale.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 12:15 Harry Stebbings It's the core risk of McCaw, of Surge, of Turing, of all of these data providers, being that they have all two customers that have more than 50% of their revenue for all of them, and the bet that you're taking or the risk that you're…
- ▶ 24:32 Jason Lemkin I just don't know if telling the troops works. 2 times in the scene
- ▶ 41:11 Jason Lemkin And Brett's going to be even better, even though Mark's the best there ever is, because he was the CTO of Facebook and the co-CEO of Salesforce.
- ▶ 1:10:13 Jason Lemkin We had seven trillion impressions on Facebook. 2 times in the scene
- ▶ 1:19:01 Jason Lemkin Almost at a consumer level, almost at a Google or Facebook level, and to be a broken IPO, at least for a while, it's just, it's just a bummer for, for, for, I know we talked about a little bit last week for just the feeling that liquidity…
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 6:16 Harry Stebbings I had Joel Pinot from Cohere and formerly of Facebook on the show recently, and she said that AI coding assistants are in the same place that maybe image generation was in 2016, 2017 in terms of maturity.
- ▶ 51:25 Harry Stebbings And we're seeing Facebook build out data centers more than anyone.
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- ▶ 25:03 Carl Rivera Through social, through advertising, through different viral mechanics, a lot of it using existing networks like Facebook to tap into them and accelerate growth.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 20:20 Rory O'Driscoll If you want to go back to 2012, you can find a whole bunch of dumb articles about how Facebook is a crap company because the IPO and the stock price went down.
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 1:16 Harry Stebbings Now, you spent over six years at Meta, and I want to start there because it's a very transformative time and place. 2 times in the scene
- ▶ 49:00 Joelle Pineau Um, when I joined Meta in 2017, um, one of the reasons I did that is because I, I could already see the, the disparity in terms of access to compute.
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 39:30 Harry Stebbings It's Duolingo, it's Uber, it's Shopify, it's Facebook, it's insane, and you, honestly, it's not discussed much, which I find strange.
- ▶ 50:23 Tim Ferriss It's like I was early, I was pre-IPO on Twitter, and kind of sold that at the perfect time, accidentally, and then was reasonably early on Facebook, and I sold that way too early. 2 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 28:34 unnamed speaker Scale AI, which was acquired by, partially acquired by Meta, is in the same board market.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 0:52 Harry Stebbings I had, like, the CMO of Meta tell me that it is the single show that he has forwarded to more people and cites more often than any other, not to make you nervous or set the pressure for this episode.
- ▶ 5:34 David Cahn And I've written a lot about the AI supply chain for that reason, because you really need to care about not only, okay, Meta and Google are both building a data center, but who's the guy that they're calling, and who's the guy that he's…
- ▶ 8:05 David Cahn I think the second one, you know, one thing we talked about in the podcast last year, I predicted that Meta was going to do really well. 7 times in the scene
20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and Who with Sandy Diao
- ▶ 0:26 Harry Stebbings Sandy scaled products to over two hundred million users, and led growth teams at Descript, Meta, and Pinterest.
- ▶ 4:02 Harry Stebbings You've worked at Pinterest, you've worked at Meta slash Instagram, you've worked at Descript, what we use to edit and love.
- ▶ 4:59 Sandy Diao Here are some of the investors who've been put the first dollar into companies like Apple and Facebook.
- ▶ 48:55 unnamed speaker For meta, if you're a brand, there's virtually no,
- ▶ 56:36 Sandy Diao Now, if the bad part of it is customers kind of looked at us as like, if you remember the old days of Facebook, people complaining that the newsfeed shifted basically every other week, people just are used to things and they don't want…
- ▶ 1:12:31 Sandy Diao That's something I wish we had at Meta when we rolled out new features or when we brought
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 3:34 unnamed speaker Probably owning one-tenth, 100th of what the best AI engineer is earning in Facebook matter. 3 times in the scene
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 27:03 Harry Stebbings The best CMO in the world to me is Alex Schultz from Meta. 2 times in the scene
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 0:15 unnamed speaker Would you prefer two billion dollars in thinking machines, unlisted stock with the chance to be amazing or the chance to go burst, or three and a half billion dollars of liquid Facebook stock over the next five years?