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

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Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 6 mentions

  • ▶ 14:53 Harry Stebbings Andrew Tulloch leaves Thinking Machines, the company he co-founded and raised two billion dollars for, to join Meta. 2 times in the scene
  • ▶ 22:42 unnamed speaker So, so it's different here because we're talking not about the motivations of a founder person, but the motivations of an engineer person who was like an engineer, academic, then Reminder spent 14 years or something like that at Meta, went… 3 times in the scene
  • ▶ 24:40 unnamed speaker Question, Roger, 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, just…

20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky Oct 3, 2025 · 1 mention

  • ▶ 52:04 Ketty Slonimski At the level of the channel, we don't really distinguish if it's Facebook, Instagram, or whatever, and I think it's overhyped as it's getting really tough to get to good user economics there.

Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings Oct 2, 2025 · 7 mentions

  • ▶ 52:53 Harry Stebbings And I have to say my faith in Matters AI strategy 4 times in the scene
  • ▶ 54:05 Jason Lemkin He might be a great connector with technology because this, this Facebook engine is unkillable, but man, he's a crappy communicator, right? 2 times in the scene
  • ▶ 59:05 Rory O'Driscoll I think what you said, Jason, actually that reminded me and you're exactly right is they tried versions of this in Facebook and Instagram as well.

Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings Sep 29, 2025 · 4 mentions

  • ▶ 11:32 Jonathan Ross This was the entire basis of, um, Google focusing on speed, uh, Facebook focusing on speed.
  • ▶ 1:01:03 Harry Stebbings Everyone rips today, but if NVIDIA, MATA, Google, Microsoft suddenly hit speed bumps and the AI speed train
  • ▶ 1:29:20 Jonathan Ross But, um, Meta and Google always had the AI DNA, and, uh, Microsoft bought it with OpenAI, but that bought them time. 2 times in the scene

20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson Sep 26, 2025 · 1 mention

  • ▶ 51:09 Harry Stebbings Number one, they help leading companies in AI labs like Salesforce, Anthropic, and Meta enhance their LLMs with advanced reasoning, coding, multilinguality, multimodality, and more.

The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings Sep 25, 2025 · 2 mentions

General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings Sep 22, 2025 · 2 mentions

20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon Sep 19, 2025 · 1 mention

  • ▶ 31:44 Harry Stebbings And how do you think about the challenge respectfully of like Decadon's a hot as fuck company, but no offense against Anthropic, Meta, and Cursor, where you're just against, you know, Massa Sun styles of cash.

20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong Sep 12, 2025 · 2 mentions

  • ▶ 59:23 Harry Stebbings But he also was blunt, and he was like, listen, if you are not open AI, cursor, anthropic, you name it, or meta, good fucking luck. 2 times in the scene

OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings Sep 11, 2025 · 6 mentions

  • ▶ 11:52 Jeff Lawson Well, can we even just talk about the idea that founder CEOs quit to go join Meta? 3 times in the scene
  • ▶ 25:25 Jason Lemkin You get the ex CTO of, of Salesforce and Facebook and his team.
  • ▶ 39:20 Rory O'Driscoll A company with the same market cap in the public would, it wouldn't be as obvious what's going on, and we digest it just like, as Jeff said, they digested Twitter, you digested Meta, they digested Google, you know, it'll, it's not as… 2 times in the scene

ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings Sep 8, 2025 · 2 mentions

  • ▶ 15:07 Harry Stebbings Those people are very valuable people and an open AI or an anthropic or a matter would pay a lot of money. 2 times in the scene

20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader Sep 5, 2025 · 60 mentions

  • ▶ 0:33 Harry Stebbings Alex is the CMO at Meta and the VP of Analytics.
  • ▶ 4:32 Alex Schultz When I joined Meta, it was 4 times in the scene
  • ▶ 9:35 Alex Schultz We had a central growth team who would help WhatsApp, who would help Instagram, who would help Facebook, who, you know, now helps Reality Labs. 2 times in the scene
  • ▶ 32:08 Alex Schultz Honestly, look what we did. 6 times in the scene
  • ▶ 38:41 Harry Stebbings I saw in the latest results, Meta's latest results, that basically AI was increasing conversion within ad spend for buyers by like three or four percent. 5 times in the scene
  • ▶ 44:05 Alex Schultz It was meta, and come on, I was catching a falling knife when I became CMO. 16 times in the scene
  • ▶ 44:47 Alex Schultz I mean, name matters because the Facebook name was blocking people from understanding we did anything but Facebook. 6 times in the scene
  • ▶ 52:19 Alex Schultz And I don't think anyone quite realizes how drastically Meta has been disrupted by AI already. 4 times in the scene
  • ▶ 54:11 Harry Stebbings In Facebook's history, was there one where you're like, ah, I don't know about that decision.
  • ▶ 57:22 Harry Stebbings Which part of Matter's business is most underappreciated? 8 times in the scene
  • ▶ 57:37 Alex Schultz You can buy an ad on Facebook or Instagram and now on WhatsApp in the status tab where you click on the ad and a messaging thread opens. 7 times in the scene

Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings Sep 4, 2025 · 8 mentions

  • ▶ 17:42 Harry Stebbings Is this the wheels coming off the scale and the meta train? 6 times in the scene
  • ▶ 49:19 unnamed speaker That's a lot of profit when, you know, Facebook met, all these guys make a couple hundred billion a year, right? 2 times in the scene

Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings Sep 1, 2025 · 7 mentions

20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi Aug 29, 2025 · 1 mention

  • ▶ 0:48 Harry Stebbings Number one, they help leading companies in AI labs like Salesforce, Anthropic, and Meta enhance their LLMs with advanced reasoning, coding, multilinguality,

Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings Aug 28, 2025 · 7 mentions

  • ▶ 26:09 Harry Stebbings How did we analyze, interpret this news of the new structure that's come to be in Meta's AI division? 6 times in the scene
  • ▶ 33:29 unnamed speaker Your Facebook, uh, um,

BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings Aug 25, 2025 · 2 mentions

Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings Aug 21, 2025 · 7 mentions

  • ▶ 0:20 unnamed speaker When you get the ten million, a hundred million dollar offer from Meta, it rocks you back.
  • ▶ 30:16 unnamed speaker And it also speaks to, look, we've talked about this, given the competitive pressure that Meta has exerted on AI salaries by being willing to offer people cash positions, you know, allegedly, and I haven't, you know, 10 to a hundred… 2 times in the scene
  • ▶ 55:06 unnamed speaker I mean, the way you think about CoreWeave is, they're the guys that are doing the pointy end of the bet, that Meta, OpenAI, Entropic, all these guys are talking about, we want to deploy a shit ton of GPUs and a lot of data centers.
  • ▶ 1:05:43 Jason Lemkin We're all, we all have Microsoft stock, we all have Nvidia stock, we all have Google stock, and we even have Meta stock, even if we don't realize it.
  • ▶ 1:09:40 Jason Lemkin But hold on, help me with, Rory, you're so good, I don't mean to interrupt Harry, but if Amazon, Alphabet, Microsoft, and Meta are going to spend three hundred and sixty-five billion in infra today, three hundred and sixty-five billion… 2 times in the scene

20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand Aug 15, 2025 · 2 mentions

Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings Aug 14, 2025 · 5 mentions

  • ▶ 11:42 Jason Lemkin There's so many resources flowing back and forth to meta, to here, to there, that I think he just decided ship it.
  • ▶ 31:24 Jason Lemkin But they did that at Facebook back in the day when they were out of the game. 3 times in the scene
  • ▶ 1:16:21 Rory O'Driscoll I mean, you have, interestingly enough, in some deals, Meta gets reported as an investment in scale AI because they quote, put the money in, you know, so in theory it's a venture investment, which is absurd, but you have big runs for…

Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings Aug 11, 2025 · 2 mentions

  • ▶ 38:53 Martin Mignot I think it should be loud, but there should be a bigger conversation about social networks and about the openness of algorithms, which don't only apply to, to TikTok, but, you know, applies to X, applies to Facebook.
  • ▶ 41:54 Harry Stebbings I speak to so many of my companies and like, fuck sake, we're competing against Meta and OpenAI, like, what do you expect?

Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings Aug 7, 2025 · 4 mentions

  • ▶ 16:58 Brian Halligan I think it's risky unless you're Google or, or, or your Facebook.
  • ▶ 54:46 Harry Stebbings I mean, Meta, what a freaking ripping quarter. 2 times in the scene
  • ▶ 58:09 unnamed speaker So the, the, the investment makes sense, but when you see the Meta's cashflow decreasing, I mean, it, there's, there's some kind of bubble here, right?

Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings Aug 4, 2025 · 6 mentions

  • ▶ 1:11:11 Harry Stebbings You see Meta throwing out 14.9 billion dollars for scale. 3 times in the scene
  • ▶ 1:16:00 Miles Dieffenbach So, and you look at Google and Meta, right? 2 times in the scene
  • ▶ 1:19:33 Miles Dieffenbach Folks agree that an AI bubble will pop at some point, and the largest buyers of these GPUs are advertising-driven companies, Google, you know, Meta, you know, Amazon is now a very large income revenue line of advertising, and advertising,…

Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings Jul 31, 2025 · 10 mentions

  • ▶ 0:12 unnamed speaker Facebook is desperately trying to buy product, but it's not like out of success. 2 times in the scene
  • ▶ 1:08 Jason Lemkin If the best AI researchers are jumping from meta to, to anthropic to whatever in six months or getting massive packages, there's no stability and it should be the same in venture, right?
  • ▶ 25:25 unnamed speaker I mean, by definition, Peter Thiel and Foundation did the best early stage investment ever, Facebook for 500 K.
  • ▶ 36:34 unnamed speaker You know, Google, Facebook, and Microsoft.
  • ▶ 1:00:27 Jason Lemkin You can stop tomorrow and say, we're just going to, we're just going to harvest classic Facebook, Facebook ad revenue. 3 times in the scene
  • ▶ 1:03:13 unnamed speaker Look, remember, it's not only that the market won't punish you, the more important point is the market can't punish you because you have, in the case of Meta, you have voting control. 2 times in the scene

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings Jul 28, 2025 · 4 mentions

Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings Jul 21, 2025 · 5 mentions

  • ▶ 1:06 Harry Stebbings If we start on the story itself, and pre, actually, the founding of Surge, you said to me that 90% of the people while you were working at your Google, your Facebook, your Twitter, 90% of the people there were working on useless problems.
  • ▶ 6:56 Edwin Chen That's just because that's so used to when you come from Google or Facebook.
  • ▶ 13:52 Harry Stebbings Okay, so we mentioned before the background you had pre obviously being the hailed companies, Google, Facebook, Twitters, and then you said there about the focus on data quality.
  • ▶ 40:23 Edwin Chen Like if you think of all the PhDs, even at Google or Meta or Microsoft, we have way more than all of them combined doing work for us in a single day.
  • ▶ 52:56 Edwin Chen At least right now, I think they will be able to do what they'll be, they'll be able to encompass all of these different use cases, but in the same way that a company, so take a company like Google or Facebook, there are simply some…

Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings Jul 18, 2025 · 2 mentions

  • ▶ 8:21 Harry Stebbings When you look at Matt's hiring spree, and just how much money, is it getting out of hand?
  • ▶ 41:34 Scott Wu So, I think the consolidation happens, and obviously, you know, there's, there's Google, and there's, there's Meta.

Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings Jul 17, 2025 · 9 mentions

20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025 Jul 11, 2025 · 5 mentions

  • ▶ 39:05 Kieran Flanagan If you're just like, I'm another blog post that teaching you how to create Facebook ads, or I'm another blog post that's teaching you how to like deploy capital and venture, because I actually think what's going to happen there is the…
  • ▶ 45:49 Harry Stebbings I look at this now and I'm like, does this make me inherently more bullish on meta moving forward, or do I go, wow, that's the last ditch attempt at really trying to be one of the AI players when they're not really yet. 4 times in the scene

Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings Jul 10, 2025 · 10 mentions

  • ▶ 1:07 Harry Stebbings You said about Daniel and Nat joining Meta, and you said the wild story of NFDG, two Silicon Valley legends, built a 1.1 billion dollar fund, forexed it in two years, and then abandoned it all for Meta this week, which is bluntly what we… 5 times in the scene
  • ▶ 15:21 unnamed speaker You know, broadly capable LLM be a compelling business for Facebook, for Meta, will that show out? 2 times in the scene
  • ▶ 15:49 Harry Stebbings And no disrespect to Cursor, but the question for me was just like, wow, if this is a tidal wave then of just incredibly well-funded AI companies just paying through the nose, and it's not just Meta, but suddenly 10 others have to compete. 2 times in the scene
  • ▶ 1:00:42 unnamed speaker The happy ones go off and leave their venture, multi-billion dollar venture fund and join Meta, right?

Scott Galloway on Billionaire Happiness, Money & Self-Worth | Why We Should Drink More & Not WFH · 20VC with Harry Stebbings Jul 7, 2025 · 1 mention

  • ▶ 5:20 Scott Galloway Would there be more jobs, more competition, more shareholder value, um, less, uh, more choice such that parents wouldn't have to, uh, or advertisers wouldn't have to advertise through Meta and maybe go to a platform that offered more…

Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings Jul 3, 2025 · 2 mentions

  • ▶ 1:04:39 Jason Lemkin He was core science at Google ads at Twitter research at Facebook founds us in 20, 20, right?
  • ▶ 1:07:14 Jason Lemkin And, uh, it is the, the, everyone going to join Meta for a hundred million is mercenary.

Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings Jun 26, 2025 · 27 mentions

  • ▶ 0:56 Harry Stebbings Now, uh, I was looking at where we're going to start, and me and Rory, we were texting saying that this is a good start when it was coming out, and it was about Daniel Gross and Nat Friedman, and potentially being acquired by Facebook, or… 16 times in the scene
  • ▶ 9:41 Harry Stebbings But, you know, Sam was on, you know, Jack's podcast, and he said that, um, basically, that OpenAI's talent has been offered several hundred million dollars offers by Meta several times. 6 times in the scene
  • ▶ 14:12 unnamed speaker I get the rationality of it, quit their fund to go work for Meta. 2 times in the scene
  • ▶ 56:59 unnamed speaker This whole, you don't know what it was like when everyone was piling on Zuck, telling, saying this was a terrible company, hoping it might be worth one billion dollars today. 2 times in the scene
  • ▶ 1:09:06 Harry Stebbings For, for the message he wanted to land, he knows the message, which is meta's poaching for a hundred million.

GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings Jun 23, 2025 · 4 mentions

  • ▶ 4:34 Johannes Reck You know, Facebook was going viral at the time.
  • ▶ 23:29 Johannes Reck People who are incredibly effective at Netflix or Meta or Google, or, you know, even get your guy today are not the type of people who really thrive, um, you know, with a 30 or 50 people company where you still need
  • ▶ 35:54 Johannes Reck All of like, you know, the VPs of like the Googles and matters, like we're calling me up.
  • ▶ 1:14:02 Johannes Reck Was met up before.

20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo Jun 20, 2025 · 4 mentions

  • ▶ 1:00 Harry Stebbings Number one, they help leading companies in AI labs like Salesforce, Anthropic, and Meta enhance their LLMs with advanced reasoning, coding, multilinguality, multimodality, and more.
  • ▶ 30:55 Cem Kansu It was the Facebook model.
  • ▶ 1:01:42 Cem Kansu We have couples that got married because they met competing on a leaderboard, and then they found each other on Facebook and got married.
  • ▶ 1:16:31 Harry Stebbings Number one, they help leading companies in AI labs like Salesforce, Anthropic, and Meta enhance their LLMs with advanced reasoning, coding, multilinguality, multimodality, and more.
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