Instagram, every mention

24 scenes (2025), the whole family · ← back to Instagram

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Verbatim, from the transcripts: the passages where Instagram comes up

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Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 10 mentions

  • ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…
  • ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…
  • ▶ 54:01 David Rosenthal Is it Instagram?
  • ▶ 1:00:09 Ben Gilbert I mean, this is as good as Instagram or YouTube in terms of greatest acquisitions of all time.
  • ▶ 1:00:16 David Rosenthal So I remember when this deal happened, just like I remember when the Instagram deal happened.
  • ▶ 1:00:25 David Rosenthal It was like, when Facebook bought Instagram, like,
  • ▶ 1:15:51 David Rosenthal The possibility of what it can do at Facebook and for Instagram.
  • ▶ 2:14:47 David Rosenthal Obviously your own site, that's always been true, but now with Shopify you can easily sell on Instagram, YouTube, TikTok, Roblox, Roku, ChatGPT, Perplexity, anywhere.
  • ▶ 2:46:05 Ben Gilbert The productiness wasn't particular the way that, like, Instagram was all about the product.
  • ▶ 3:13:55 Ben Gilbert That was people searching Instagram who accidentally hit a llama model that made some things happen, and they were like, oh, go away.

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 7 mentions

  • ▶ 1:17:54 Ben Gilbert That's a way worse business than, say, Google search ads or Facebook, who, you know, Facebook has influencers on their platforms, too, all the meta platforms, Instagram, and their rev share, if it's anything, sure isn't 50%.
  • ▶ 1:28:13 Ben Gilbert With Instagram, and you look at Instagram's most used thing Reels, or you look at TikTok, and what do you see?
  • ▶ 1:28:13 Ben Gilbert With Instagram, and you look at Instagram's most used thing Reels, or you look at TikTok, and what do you see?
  • ▶ 3:27:16 Ben Gilbert He's buying Instagram.
  • ▶ 3:27:20 David Rosenthal And he's remaking essentially, you know, Facebook into what meta would become of like, hey, what we used to think of as social networking has bifurcated into two things, public media, i.e., you know, YouTube, Instagram, UGC, and private…
  • ▶ 3:56:24 David Rosenthal The Blue App, WhatsApp, Instagram, and Messenger.
  • ▶ 4:02:21 Ben Gilbert Some people can make an Instagram, and those people are not Google.

Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired Jun 30, 2025 · 1 mention

Indian Premier League Cricket (Audio) · Acquired Mar 24, 2025 · 4 mentions

Rolex (Audio) · Acquired Feb 24, 2025 · 2 mentions

  • ▶ 1:03:14 David Rosenthal Yeah, I mean, there's Instagram, you know, and then copying stories from Snap.
  • ▶ 3:52:52 Ben Gilbert And then they're, each AD is using their own mystical portal of waitlist, which really means how many Instagram followers do you have, or are you famous enough for me to allocate one of the
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