Meta Platforms, every mention
34 scenes (2026) · ← back to Meta Platforms
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every year 2026 anyone Harry Stebbings 110Rory O'Driscoll 29Matt Swulinski 11Brian Balfour 8Sandy Diao 5Paul Martino 5Ketty Slonimski 5Jeff Wang 5Rich Liu 4Mamoon Hamid 4
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 5:08 Harry Stebbings And that's just Meta? 5 times in the scene
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 7:53 Jean-Denis Greze It would be meta and WhatsApp, right?
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:18:09 Harry Stebbings Um, MATA, Microsoft, and NVIDIA. 6 times in the scene
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 0:40 Matt Swulinski You have Meta, Google, and Lifecycle.
- ▶ 7:54 Matt Swulinski So I'll zoom out, and if you look at Ecom, uh, there are companies like Triple Whale and Elevar that have existed for many years, and what those tools do is, Triple Whale is essentially a mutual exclusivity platform that tells you, okay,… 5 times in the scene
- ▶ 27:07 Matt Swulinski And then you're just giving money to Meta and Google, right? 2 times in the scene
- ▶ 33:47 Matt Swulinski But we then knew, okay, meta needs to be second to Google. 3 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 16:49 Rory O'Driscoll So one of the, and you know, at one point, Meta looked like they were going to go down this route, right?
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 33:32 Harry Stebbings We saw this week Meta launches cloud business to sell excess AI compute and craters Neo clouds. 16 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 59:18 unnamed speaker I do think if Meta really can, um, copy it, right, for real, like if they're comfortable, if they're comfortable going as far as Kalshi has gone in Polymarket, I do think there's a chance they'll clean up. 4 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 44:31 unnamed speaker I mean, obviously, Facebook Meta did that.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 12:55 unnamed speaker Uh, but this is only the first layer of what we built, like scaled physical infrastructure that customers like Meta or Microsoft in our case can consume on the large volumes. 2 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 0:48 Rory O'Driscoll 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. 2 times in the scene
- ▶ 58:18 Rory O'Driscoll You, you could all, I'm just going to say it not to be negative, you could also have the Facebook effect, where the IPO was, frankly, a dismal failure. 2 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 20:10 Cliff Weitzman Uh, in meta, you can see the click through rate on the ads, and you can see the CPA cost per action, and you can learn what the CPM cost per thousand impressions are.
- ▶ 1:49:54 Cliff Weitzman It's easier than ever to be an entrepreneur, which is by the way, why I'm really long meta in a world where it's easy to do engineering and easy to do design, more things launch and go to market.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 5:43 Rory O'Driscoll It's not Meta, which we'll talk to in a second.
- ▶ 21:26 Harry Stebbings We have Meta. 15 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:44:57 Rory O'Driscoll If you bought Snap, and if you bought Facebook, you're 50% down on Snap, and you're 10 X up on Facebook from the IPO.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 0:23 Harry Stebbings And then finally, Meta debuts Muse Spark, 3 times in the scene
- ▶ 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. 16 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 32:30 unnamed speaker You know, the top four or five, Nvidia, Apple, Microsoft, Alphabet, and I think Meta is, you know, approximately 30% of the total S&P, right?
- ▶ 1:14:21 Harry Stebbings So for context, McCaw, obviously a data provider to some of the largest companies in the world, most notably Mata, who they have since reportedly lost part or all of them being a customer of their data. 3 times in the scene
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 8:00 Harry Stebbings You obviously have been on the board of Facebook for many years with Zuck and seen him at a later stage as well as an early stage.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 35:27 unnamed speaker Um, Facebook paid sixteen billion dollars for WhatsApp, and it didn't have a dime of revenue, right?
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 14:27 Rory O'Driscoll I think that first category, but Block is clearly an example of the first category and maybe Meta, but I'll come to Meta in a second. 6 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 0:13 unnamed speaker This week, Anthropic sues the US government, Oracle and OpenAI end plans to expand flagship data center, Meta moves in to absorb the surplus AI data center capacity, CrowdStrike, they beat expectations but trade
- ▶ 16:46 Rory O'Driscoll I mean, the point is this, on the question you've asked, no, because instantly Meta said, no, if you guys don't want this data center because you're having some issues, we'll take it. 6 times in the scene
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 21:27 Lucas Swisher In many ways, as a public market investor, I could own Google and Meta.
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.
- ▶ 1:23:10 Harry Stebbings Do we want to do meta?
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 48:16 Rory O'Driscoll It's gonna sound weird is that because they run this kind of, because Google has run, Facebook runs these very efficient auctions, you actually end up selling the ad
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 24:05 Alex Rampell I mean, like, one of the things that's very, very challenging is you go start a company, you recruit 10 hotshot people from Meta, Google, whatever,
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 16:45 Harry Stebbings Um, but, speaking of big acquisitions, we also had Meta acquiring Manus. 3 times in the scene