Facebook, every mention
881 scenes, the whole family · ← back to Facebook
every year anyone Benedict Evans 236Chris Dixon 103Marc Andreessen 80Ben Horowitz 58Balaji Srinivasan 58Kyle Russell 57Connie Chan 48Anu Hariharan 46Erik Torenberg 44Michael Copeland 43
Verbatim, from the transcripts: the passages where Facebook comes up
Why Investors Are Rethinking Everything for the AI Era
Inside the Race to Measure Frontier Intelligence
- ▶ 0:05 Ryan Chi When Meta released Llama four on our held out private benchmarks, the model was actually underperforming, but on all of the major public benchmarks, it was showing incredible capabilities.
- ▶ 2:38 Ryan Chi Yeah, I mean, internally, they, they do build a lot of great benchmarks, and that's what drives model progress, but I think there's an issue when we, we speak about model capabilities in a way that's self-reported, and so one of the early…
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 21:00 Alex Rampell But if you have 500 friends on Facebook, this was wrong, by the way, but if you have 500 friends on Facebook, and they all have, you have a thousand pictures that you've uploaded, 2 times in the scene
- ▶ 26:00 Max Levchin We could mine Facebook for data.
- ▶ 27:52 Alex Rampell Ooh, I can pay with Facebook. 3 times in the scene
- ▶ 27:55 Alex Rampell It does Facebook connect and makes sure that I have over 500 friends.
- ▶ 44:13 Alex Rampell And like the joke that I make now as a VC is that when I see 90% of consumer companies, I'd kind of rather buy Google stock or Facebook stock because that's where all the customers come from. 2 times in the scene
- ▶ 47:33 Max Levchin I'll look at your Facebook friends.
Why AI Demand Is Outrunning Compute Supply
- ▶ 2:52 Gavin Baker Meta wins.
- ▶ 7:40 Gavin Baker So it's just, it's gonna be, you know, Meta and Google and these kind of internet companies.
- ▶ 9:38 David George But they don't have some, maybe with the exception of meta, like some big long-term bet that's like a multi-year payoff.
- ▶ 52:09 Gavin Baker I do think you've got to give Meta a lot of credit. 2 times in the scene
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 32:15 Ben Horowitz Now, Meta's got a whole program to train people up and so forth, which is great. 2 times in the scene
- ▶ 41:33 Ben Horowitz He had this startup called TrialPay, and he was trying to sell it to, or sell the, it's his services to, to Meta. 2 times in the scene
- ▶ 48:13 Erik Torenberg Patrick Coulson, you know, remarked a few years ago, he said, hey, it feels like there's less younger founders today, you know, in the way that Zuck, you know, in college building next Facebook or, or Gates, um, you know, in the same way…
How Whatnot's Live Shopping Beats Traditional E-Commerce
- ▶ 3:35 Grant LaFontaine Like, Pokemon cards, and I worked at YouTube for a long time, and so I did video, and then I worked, um, I was, I was working at Facebook, and I was working on marketplace stuff,
- ▶ 9:23 David George Ok, so at the time that you guys were getting started, in the US, Facebook marketplace was working, right?
Garry Tan: New Rules for Founders
How Open Source Became AI's Backbone | Inferact with a16z
Building a Company in Stealth | Travis Kalanick with a16z
- ▶ 49:35 Ben Horowitz Mistold constantly by the industry, by the press, which is, you know, if you hear about how did Facebook come about, how did Google come about, how did, you know, Tesla come, oh, they had this idea, and the idea was to do this, um, but…
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 12:42 Qasar Younis Facebook to come in, and you have some, then you get into the next level of, like, the online, offline stuff.
- ▶ 54:45 Qasar Younis Like, so like Facebook, it's like, see, it's just hard to, and so we think by lowering that barrier, you're going to get way, way more creative, uh, autonomy products.
Why Every Founder Needs a Story | Replit CEO on a16z
- ▶ 0:26 Amjad Masad I think Instagram, Facebook still, YouTube,
- ▶ 20:56 Amjad Masad I think Instagram, Facebook still,
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 32:12 Benedict Evans So the, the thing that I've always used to think about was that Google and Meta and Amazon don't really know what that product is. 2 times in the scene
- ▶ 48:31 Benedict Evans Well, there's a financial gravity problem in that, um, Microsoft, Meta, and Google are all on, in line to spend over 50% of revenue on CapEx this year. 3 times in the scene
- ▶ 56:37 Benedict Evans Um, but, like, you have a pretty safe bet that Google, Meta, Amazon,
The New Rule for Picking AI Winners | The a16z Show
- ▶ 0:00 David George Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.
- ▶ 1:33 David George But as of November, I think all of our priors shifted around what is actually going to happen in the enterprise, but just maybe to contextualize what's happened since then, basically, Anthropic and OpenAI are adding more revenue per month…
- ▶ 11:27 David Clark Facebook wasn't the first social media site.
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- ▶ 17:47 Ben Horowitz Are you gonna trust Meta?
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 5:10 Aaron Levie But I like, it does, it does sort of stand a reason that like you will start to, you know, try and automate a lot of the, that kind of work of like, well, why don't I take like the keywords that are working in this, in Google AdWords, and…
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 1:49 Balaji Srinivasan So talking about stopping the copying, it's like Facebook or LinkedIn stopping someone from scraping what they scraped, you know, right? 2 times in the scene
- ▶ 7:22 Balaji Srinivasan The main thing about Kai-Fu Lee's book is it has a history of the Chinese tech ecosystem, where, for example, you and me being in tech, we kind of know how, you know, Microsoft came up, Apple came up, Google, Facebook, you know, Amazon,…
- ▶ 47:51 Balaji Srinivasan Like if you set up, if you cloned all of Facebook's code and you set up Facebook two.com, right.
- ▶ 1:03:24 Balaji Srinivasan In practice, if you remember Facebook in the 2000, people said, why does Twitter exist? 2 times in the scene
OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
- ▶ 10:28 unnamed speaker Like you open your Facebook feed and, you know, once in a while it's like boring, boring.
- ▶ 22:34 Peter Yang Like it's time to run like Facebook ads. 2 times in the scene
How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
- ▶ 6:12 Alex Blania For example, Singapore is like an example of a, of a, of a, of a government that has, you know, perfect infrastructure all around, but that barely doesn't, doesn't matter because, you know, for example, I don't know, Meta is a global…
How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
- ▶ 5:28 Owen Jennings I think it's basically like Nvidia and Meta that are ahead of us.
Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
- ▶ 18:59 Marc Andreessen It's the, it's the, it's the viral Facebook post, it's the viral substack, it's the viral YouTube video.
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 26:38 Olivia Moore And, and I do actually think, so, so Manus made our web list, um, and of course they had a two billion dollar plus acquisition by Meta, also in the course of the list. 2 times in the scene
AI Markets: Deep Dive with a16z's David George
- ▶ 31:40 David George You know, Meta, Microsoft, AWS, NVIDIA as counterparties?
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 2:37 David George It turns out they're the best companies, you know, probably ever created, um, you know, companies like Google, Facebook, um, you know, Amazon and Microsoft, and they can bear, um, you know, potential capacity overbuild and things like that.
- ▶ 10:00 David George Like if you look at the way, you know, Google and Facebook started, for example, 2 times in the scene
- ▶ 11:50 David George The beauty of as consumers, the beauty of like Google, Facebook, Apple for us is there's not like a clean way to price discriminate. 2 times in the scene
- ▶ 30:13 David George I don't know, but like the Google and Facebook properties are in the twos billion. 3 times in the scene
Ben & Marc: Why Everything Is About to Get 10x Bigger
- ▶ 2:41 Marc Andreessen And, you know, we, you know, we, we, you know, I've been on the, on the, I've been on the, you know, Facebook board since 2007. 2 times in the scene
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 29:49 Ben Horowitz It was actually like a reasonably, um, large number of businesses from, uh, you know, meta to Netflix to, uh, Amazon to,
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 51:08 Marc Andreessen So, I mean, look, you know, big companies that are definitely, you know, playing hard, you know, Google's playing hard, Meta's playing hard, um, Amazon, um, Microsoft, um, you know, there's a bunch of these companies that are, you know,…
Where does consumer AI stand at the end of 2025?
- ▶ 15:10 unnamed speaker You know, I, I worked at Snap, so when you look at Meta versus Snap, famously, uh, Evan Spiegel was chief product officer of Meta. 2 times in the scene
- ▶ 21:05 Anish Acharya You know, we're talking about sort of to, I mean, Meta, it's crazy to talk about Meta as a challenger. 2 times in the scene
- ▶ 23:43 Justine Moore So Meta, um, 4 times in the scene
“How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
- ▶ 52:40 Garrett Langley We shut the company down and disappear, and we've taken tens of millions of dollars of goods, and then we flip it on Facebook Marketplace, and all secondary places, and it's cleaned, no one gets shot, and everything looks clean on paper.
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 5:44 Erik Torenberg Let's compare back to previous platform chefs because some people, you know, look at, you know, some of the internet and say, Hey, there were net new trillion dollar companies, you know, Facebook and Google, uh, that were created from it… 4 times in the scene
- ▶ 18:21 Benedict Evans If you're, you're Google or Meta or Amazon, and you're going to be able to use them to build a bunch more stuff.
- ▶ 37:32 Benedict Evans Um, so there were lots of, there was lots of social stuff before Facebook, and, you know, that was the thing that catalyzed it.
- ▶ 40:32 Benedict Evans And the funny thing is, you know, that you read all the AI newsletters, then Meta's lost, they're out of the game, they're dead. 2 times in the scene
- ▶ 43:43 Benedict Evans Like, if we think about the shift to, particularly shift to mobile, for meta, this turned out to be transformative. 4 times in the scene
Why AI Moats Still Matter (And How They've Changed)
- ▶ 21:31 Erik Torenberg One of the questions for defensibility in, in web two companies was, Hey, would Google, you know, would those, will they some someday build this or Facebook or name your incumbent? 8 times in the scene
The $700 Billion AI Productivity Problem No One's Talking About
- ▶ 3:59 Russ Fraden Obviously Google and Facebook are two of the most amazing companies ever built, but if it wasn't for all of that infrastructure, their revenue just wouldn't have grown as quickly.
- ▶ 54:32 Russ Fraden Facebook, ChatGPT, on the consumer side.
How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
- ▶ 5:16 Sherman Wu We basically hired a lot of the, the early, like, feed engineers from Facebook.
The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
- ▶ 1:48 Margit Wennmachers So I was, um, some, a certain someone who shall go nameless tried to hire outcast, and, um, Facebook invoked a conflict of interest.
Robinhood CEO: Making Everyone An Owner
- ▶ 3:01 Alex Rampell Or having, like, a Facebook account. 2 times in the scene
- ▶ 18:56 Vlad Tenev The Facebook IPO, right?
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- ▶ 17:31 unnamed speaker Um, it's just indicative of kind of, uh, you know, web two, 2010 insults that, that don't work anymore because the culture has changed so much such that, you know, within just a few years, Palmer could be, uh, you know, uh, you know, uh,…
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- ▶ 22:43 Adam D'Angelo I think recommender systems, the system that ranks your Facebook or Instagram or Quora feed, those recommender systems are already superhuman at predicting what you're gonna be interested in, in reading.
- ▶ 37:14 unnamed speaker And you were, Facebook super early, obviously, you know, Google, et cetera, was like,
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 7:10 Gavin Baker And I think that is the mentality for sure at Google and perhaps Meta.
- ▶ 9:48 Gavin Baker And what, I mean, what NVIDIA really needs is they need, you know, meta to get their act together, or another American open source player to emerge, or, you know, maybe some sort of, um, detente with China in AI.
- ▶ 12:58 David George Obviously, Meta's making the dramatic moves they're making, too.
- ▶ 24:31 Gavin Baker And what Broadcom is saying to companies like Meta is, hey, we will build you a fabric that can theoretically compete with NVIDIA's
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 6:37 Amjad Masad I was at Facebook, uh, before starting Replet and we built the modern JavaScript stack.
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 30:28 Anish Acharya We, we should also want to get, since we were talking about internet history, I want to get your take, your story that you've told me, I think privately about the dig button, the like button there. 6 times in the scene
- ▶ 32:41 Kevin Rose And at that time we were larger than Facebook. 4 times in the scene
Reid Hoffman on AI, Consciousness, and the Future of Labor
- ▶ 0:30 Erik Torenberg So, Reed, you're one of the most successful web two investors of that era, you know, Facebook, LinkedIn, obviously, which you co-created, Airbnb, many, many others, and you had several frameworks to help you do that, one of which was the…
- ▶ 40:23 Reid Hoffman You know, and then of course we got, you know, Facebook and Meta and, you know, TikTok and all the rest. 2 times in the scene
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 19:45 Erik Torenberg Keith, can you just get your thoughts when we look at the next five to 10 years, like how, you know, companies like Amazon, Meta, Microsoft, how do you think they're going to handle?
- ▶ 24:34 Keith Rabois I mean, Meta's trying this of like, can you use economic leverage to force people to work there? 2 times in the scene
- ▶ 27:47 Erik Torenberg Uh, just to close the loop on this, Keith, what's your perspective on Meta's, um, sort of durability or defensibility or strategy going forward? 3 times in the scene
Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
- ▶ 53:02 Ben Horowitz Um, so I, I do think that the most- By the way, Sam used that in reverse on Meta. 2 times in the scene
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
- ▶ 1:12:36 Nathan Labenz It was basically meta that was willing to put in huge amounts of money and resources and then open source it.
Sam Altman on Sora, Energy, and Building an AI Empire
- ▶ 6:16 Ben Horowitz Well, and then the new one had, like, a very interesting twist with the, uh, social networking, uh, and be very interested in, kind of, how you're thinking about that, and, like, um, did, uh, Meta call you up and get mad, or like, hey,… 2 times in the scene
- ▶ 38:55 Sam Altman Like, one thing I give Meta a lot of credit for is Instagram ads are like a net value ad to me.
- ▶ 43:03 Erik Torenberg We've, uh, we've given meta their flowers.
- ▶ 45:20 Erik Torenberg In, in closing, I, I love this insight you, you had, um, where you talked about how, you know, the, the next open, a mistake investors make is pattern matching off previous breakthroughs and just trying to find, oh, what's the, what's the…
The Common Thread of All Technology: Monitoring the Situation, Ep.1
- ▶ 44:15 Eddie Lazzarin And when I saw a lot of people on my Facebook, like people, I hardly check my Facebook, my big, big blue Facebook, I saw so many people speculating about the meaning of these things, right? 2 times in the scene
- ▶ 47:27 Eddie Lazzarin I even check Blue Sky occasionally, Instagram, Facebook, like, I, I, I'm all, you know, 3 times in the scene
Software Finally Eats Services - Aaron Levie
- ▶ 4:57 Aaron Levie They're not yet at the sort of meta is going to pay them a hundred million dollars.
- ▶ 55:54 Erik Torenberg When we look at mobile, there were big companies built, you know, like Uber and WhatsApp and Instagram and TikTok, but the biggest beneficiaries were Facebook and, and, and Google.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 54:14 Dylan Patel But like meta and opening eye might be even better than them.
The Death of Search: How Shopping Will Work In The Age of AI
- ▶ 13:10 Alex Rampell Um, well, then they're just buying, they're buying traffic on Google and Facebook. 2 times in the scene
- ▶ 23:34 Alex Rampell Well, you go to Facebook.
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 1:18 Chris Dixon Um, during the, you know, the kind of the rise of the internet in the nineties and 2000, that's when you had things like YouTube and Facebook and
- ▶ 4:30 Chris Dixon So they start off often, um, quite limited, you know, Facebook was just at Harvard and it was essentially a, you know, a, a real time, you know, kind of yearbook or whatever for students at one school.
- ▶ 10:23 Anish Acharya And of course, Facebook has de-platformed a ton of companies that they thought were going to do this and Insta and others.
- ▶ 23:23 Chris Dixon It seems like we're seeing a paid software of, of sort of businesses that, you know, they don't need to dominate the internet, um, and, and be Facebook, but they can get to hundreds of millions in revenue.
- ▶ 38:59 Chris Dixon But then you have, you know, Facebook is doing it with Lama. 2 times in the scene