Meta Platforms, every mention
10 scenes (2025) · ← back to Meta Platforms
tap a year for its mentions
every year 2025 anyone Ben Gilbert 31David Rosenthal 30Ben Thompson 3Howard Marks 1Brendan Eich 1Ben Miller 1
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 25:54 David Rosenthal Was Chris Cox, who's the chief product officer at Meta.
- ▶ 25:58 David Rosenthal That was kind of how he got his start in all of this and AI and obviously Facebook and Meta are going to come back into the story here in a little bit.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 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%.
- ▶ 1:27:52 David Rosenthal Now that, you know, Meta and TikTok exist.
- ▶ 1:28:03 Ben Gilbert We don't open apps anymore to look at what our friends are posting, a place where Google has no presence, but you open Meta's most important property.
- ▶ 1:28:31 David Rosenthal Yeah, this was, you know, the big denouement to our meta episode last fall was, hey, social networking, such as
- ▶ 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…
Epic Systems (MyChart) · Acquired
- ▶ 49:06 David Rosenthal It's the same thing as Microsoft or Google or Meta or what have you.
- ▶ 3:30:42 Ben Gilbert Zuckerberg is 21 years into Facebook.
TSMC · Acquired
- ▶ 3:18 Ben Gilbert If you're excited at all about Nvidia, AMD, Qualcomm, or even any of the chips that Amazon, Microsoft, Facebook, Apple are making,