Facebook, every mention
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every year 2025 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
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?
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 1:21:01 Harry Stebbings Matter smart glasses. 2 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 50:46 Hemant Taneja It's not meta.
- ▶ 1:03:23 Harry Stebbings Biggest investing mistake, which was not doing the next round in Facebook.
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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 20:28 Harry Stebbings Yeah, Joel from Facebook. 3 times in the scene
- ▶ 34:21 Harry Stebbings Do you think matter will move to a closed model approach from an open? 4 times in the scene
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
- ▶ 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
- ▶ 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
- ▶ 49:58 Harry Stebbings Peter Thiel always says his biggest investing mistake is not doing the next round of Facebook.
- ▶ 53:24 Byron Deeter Um, and, you know, you go back, go back and look at, you know, the Facebook.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 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
- ▶ 1:15:24 Max Junestrand Well, so somebody who just does the model, take Lama or Meta. 2 times in the scene
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 9:17 Martin Casado Facebook was third generation social networking, remember?
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