WhatsApp

4 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Oct 19, 2021 by Ben Gilbert · said 46 times in 12 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (22), David Rosenthal (18), Jason Calacanis (2), Anu Hariharan (2), Packy McCormick (1)

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2026 1 mention in 1 episode
2025 10 mentions in 3 episodes 3 per episode
2024 27 mentions in 3 episodes 9 per episode
2023 1 mention in 1 episode
2022 6 mentions in 3 episodes 2 per episode
2021 1 mention in 1 episode

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Everything said about WhatsApp, 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
Oct 28, 2024 positive
Assertion Supported
WhatsApp Has Surpassed 100 Million Monthly Active Users in the US
“WhatsApp has a hundred million now in the US, which this is sort of a big narrative violation that WhatsApp will never catch on in the US, and iMessage is dominant, and even after that it's, you know, text message. This is crazy. A hundred million people a mon…”
Ben Gilbert Oct 28, 2024 ▶ 5:25:39 Meta (Audio) · Acquired
Oct 28, 2024 positive
Opinion
Rosenthal: Onavo was critical because it alerted Facebook to WhatsApp and Snap
“Either way, Onavo ended up being, like, a hugely important acquisition for Facebook, because it really tipped them off to WhatsApp and Snap, too.”
David Rosenthal Oct 28, 2024 ▶ 4:11:45 Meta (Audio) · Acquired
Jun 30, 2025 neutral
Assertion Partly supported
WhatsApp founders met while working on Yahoo's ill-fated Project Panama
“This was the ill-fated Project Panama at Yahoo, which, by the way, acquired Easter Egg. That is where Jan Coom and Ryan Acton met at Yahoo, and then they would get so frustrated and leave and start WhatsApp.”
David Rosenthal Jun 30, 2025 ▶ 3:26:09 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
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