Instagram

includes Instagram Reels, Instagram Stories

13 statements across 7 episodes · 5 bullish · 5 bearish · 2 people on the record · first statement Oct 19, 2021 by Ben Gilbert · said 133 times in 34 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Ben Gilbert (62), David Rosenthal (60), Daniel Ek (2), Mark Canlis (1), Jason Calacanis (1), Howard Marks (1), Eric Vishria (1), Doug DeMuro (1)

tap a year for its mentions
0030860152020202120222023202420252026episodesmentions
08152020202120222023202420252026episodes it came up in
0057.510152020202120222023202420252026episodesmentions per episode
2026 8 mentions in 3 episodes 3 per episode
2025 24 mentions in 5 episodes 5 per episode
2024 60 mentions in 6 episodes 10 per episode
2023 11 mentions in 5 episodes 2 per episode
2022 27 mentions in 12 episodes 2 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Instagram, oldest first

Oct 19, 2021 negative
Opinion
Gilbert: Facebook buying Instagram and WhatsApp mirrors the Cleveland Massacre
“Facebook buying Instagram and WhatsApp is a lot like Standard Oil's Cleveland Massacre and you know, the subsequent roll-up of all these other refiners elsewhere.”
Ben Gilbert Oct 19, 2021 ▶ 2:16:54 Standard Oil Part II (Extended Cut) · Acquired
Sep 28, 2022 neutral
Assertion Supported
Sequoia invested in Instagram 48 hours before the Facebook acquisition
“It's also funny that Sequoia claims Instagram was one of their investments where it sold 48 hours after they invested.”
Ben Gilbert Sep 28, 2022 ▶ 2:46:37 Benchmark Part I · Acquired
Sep 28, 2022 positive
Assertion Contradicted
Benchmark returned Fund VI entirely from Facebook's acquisition of Instagram
“I mean, they returned the fund on the investment, but, like, with the sale to Facebook.”
David Rosenthal Sep 28, 2022 ▶ 2:46:15 Benchmark Part I · Acquired
Sep 6, 2023 bullish
Opinion
AI feed recommendations made Instagram a $100B to $500B asset for Meta
“Instagram would have been a great acquisition anyway, but it was AI-powered recommendations in the feed that made that into a 102 105 hundred billion dollar asset for Facebook.”
David Rosenthal Sep 6, 2023 ▶ 17:27 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Oct 28, 2024 neutral
Assertion Supported
Rosenthal: Instagram pioneered the top-row algorithmic Stories UI, not Snapchat
“Stories as initially launched by Snap in the Snapchat app was a separate tab with a list of your friends who had published stories. It was literally like a table, like a list. ... So when Instagram copied quote unquote stories and launched stories, they launch…”
David Rosenthal Oct 28, 2024 ▶ 4:19:13 Meta (Audio) · Acquired
Oct 28, 2024 negative
Opinion
Rosenthal: Facebook opening registration created room for Instagram and Snapchat
“Which ultimately would be a problem because that's what created room for Instagram, for Snapchat, et cetera.”
David Rosenthal Oct 28, 2024 ▶ 2:22:02 Meta (Audio) · Acquired
Oct 28, 2024 negative
Assertion Not checkable as stated
Instagram found user engagement declined over time due to permanent post fatigue
“The Instagram team noticed over time that even before Snap started eating their lunch that Engagement would decrease the longer you stayed an Instagram user, because you, over time, being done with these permanent posts, and you sort of saved it for the big an…”
Ben Gilbert Oct 28, 2024 ▶ 4:07:36 Meta (Audio) · Acquired
Oct 28, 2024 positive
Assertion Supported
Zuckerberg Negotiated Facebook's $1B Instagram Acquisition Over a Single Weekend
“Not to mention, on top of it all, we're not gonna go into it here because we had a whole episode on Facebook and Instagram, but this was done over two days, over the course of a weekend. Mark didn't do a whole lot of socializing this before pulling the trigger…”
Ben Gilbert Oct 28, 2024 ▶ 3:40:02 Meta (Audio) · Acquired
Mar 24, 2025 neutral
Assertion Supported
Rosenthal: India has the largest population of Instagram users
“India is the largest populations of users on Instagram.”
David Rosenthal Mar 24, 2025 ▶ 3:45:48 Indian Premier League Cricket (Audio) · Acquired
Mar 24, 2025 positive
Assertion Supported
Gilbert: Virat Kohli has 270M Instagram followers, tying Taylor Swift
“Virat Kohli, the top cricketer in the world, has two hundred and seventy million, and he's approximately tied with Taylor Swift.”
Ben Gilbert Mar 24, 2025 ▶ 3:57:49 Indian Premier League Cricket (Audio) · Acquired
Aug 26, 2025 negative
Insight
Google Cannot Successfully Build Pure Consumer Experiences Lacking Deep Technical Innovation
“It's a Google-y thing that this genius technology is the product itself, and if you try to Craft some cool idea that you have that is not just directly translating tech breakthrough. It's not gonna be the type of product that succeeds at Google. They don't kno…”
Ben Gilbert Aug 26, 2025 ▶ 4:02:01 Google Part II: Alphabet (Audio) · Acquired
Oct 6, 2025 bearish
Opinion
Meta AI's User Numbers Are Inflated by Accidental Instagram Searches
“That was complete garbage. That was people searching Instagram who accidentally hit a llama model that made some things happen, and they were like, oh, go away. I actually am just looking for a user.”
Ben Gilbert Oct 6, 2025 ▶ 3:13:54 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 bullish
Opinion
DeepMind Is Among the Greatest Tech Acquisitions Ever
“They bought this thing for, we'll talk about the purchase price, but it's worth, what, five hundred billion dollars today? I mean, this is as good as Instagram or YouTube in terms of greatest acquisitions of all time.”
Ben Gilbert Oct 6, 2025 ▶ 1:00:03 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Made with StarZero

Turn any episode into a week of clips.

This entire site, nearly 80 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.