Reality Labs
4 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Sep 18, 2024 by Mark Zuckerberg · said 25 times in 3 episodes since 2024 · across every show →
Mentions by year
brought up most by Ben Gilbert (12), Mark Zuckerberg (8), David Rosenthal (4)
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Everything said about Reality Labs, oldest first
Sep 18, 2024 bullish
Zuckerberg scaled AI and Reality Labs knowing investors would hate it
“Go double down on those things, and build out the AI infrastructure that we needed to, and scale up some of the Reality Lab stuff, and I knew that a lot of the investors would hate it, at least in the short term, before it's clearly the right thing to do.”
Sep 30, 2024 bullish
Zuckerberg: Meta scaled AI and Reality Labs knowing investors would hate it
“What we knew was gonna be really painful, you know, to go double down on those things, and build out the AI infrastructure that we needed to, and scale up some of the Reality Lab stuff. And I knew that a lot of the investors would hate it. At least in the shor…”
Oct 28, 2024 negative
Oct 28, 2024 neutral
Matching iPhone Cash Flows Would Leave Reality Labs Net Negative Until 2035
“Well, I did that napkin math, and if twenty-twenty-four, This year was Apple's 2007, so you just take all the iPhone's cash flows and you start the clock right now. Meta's cumulative cash flows from Reality Labs would be net negative until at least 2035.”