Meta AI

product on 18 shows · 30 statements across 21 episodes · said 223 times in 97 episodes since 2014

Big Technology 70 TBPN 60 Acquired 18 the MAD Podcast 15 BG2 Pod 12 20VC 11 Another Podcast 7 Latent Space 6 All-In 6 No Priors 4 the Y Combinator Startup Podcast 3 the a16z Podcast 3 the Knowledge Project 2 WTF is with Nikhil Kamath 2 A Product Market Fit Show 2 Lenny's Podcast 1 Sourcery 1 More or Less

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Big Technology 70TBPN 60Acquired 18the MAD Podcast 15BG2 Pod 1220VC 11Another Podcast 7All-In 69 more shows

2026 52 mentions in 24 episodes 2 per episode
2025 86 mentions in 45 episodes 2 per episode
2024 67 mentions in 22 episodes 3 per episode
2023 8 mentions in 2 episodes 4 per episode
2022 1 mention in 1 episode
2017 3 mentions in 1 episode
2016 2 mentions in 1 episode
2014 4 mentions in 1 episode

every mention on every show, scene by scene, with the transcript →

30 statements about Meta AI, every show

ANOTHER PODCAST Assertion Partly supported
Evans: Survey data shows Claude holds between 0% and 1% consumer usage
“If you look at the, you know, survey data on usage, it's, It's ChatGPT, and then it's sort of two-thirds of that to a half of that is Gemini and Meta AI. Even though Meta AI is a fiasco, Llama IV was a fiasco, the new models haven't launched yet, but consume…”
Benedict Evans Feb 28, 2026 ▶ 17:42 The end of the network effect
ANOTHER PODCAST Assertion Supported
Evans: Meta AI consumer usage rivals Gemini; Claude has zero adoption
“For consumers, Meta AI has got not actually very dissimilar usage to Gemini, and Claude is nowhere.”
Benedict Evans Dec 20, 2025 ▶ 16:40 How does OpenAI compete?
MORE OR LESS Assertion Not checkable as stated
Morin: Unlike rivals, Meta AI has zero personal context about individual users
“If you go ask all, all the four main systems, or five, the same question, the context is wildly different. Meta knows literally nothing. Like, they don't have any contextually relevant information about you.”
Dave Morin Nov 28, 2025 ▶ 42:55 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
ACQUIRED 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
Brit Morin: OpenAI Sora blows Meta's video tools out of the water
“I think compared to like Meta AI's video stuff they just launched recently, it, Kind of blows them out of the water, and so I think the AI social wars are definitely heating up.”
Brit Morin Oct 3, 2025 ▶ 7:18 #119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill? · More or Less Podcast
20VC Assertion Not checkable as stated
Alex Schultz: AI chatbot adoption fundamentally changes user search behavior
“When people are using those, their behavior in search changes dramatically.”
Alex Schultz Sep 5, 2025 ▶ 28:18 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
20VC Assertion Not checkable as stated
Alex Schultz: WhatsApp is Meta's most successful consumer AI integration
“Oh, the WhatsApp one's really good... It's the most successful integration we've got.”
Alex Schultz Sep 5, 2025 ▶ 55:04 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
TBPN Prediction Not checkable as stated
Coogan: Future consumer AI plays won't be standalone home screen apps
“It feels like the rest of consumer AI plays will be, I would say, like, horizontal in the sense that it won't be a new app on your home screen. Meta won't have Meta AI as a home screen app.”
John Coogan Jul 26, 2025 ▶ 30:17 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
McCloy: Meta AI is a 'silent monster' driven by distribution reach
“Meta AI, for example, which I don't think gets necessarily remarked upon a ton in the like AI enthusiast, AI developer community, but like it's a silent monster, right? Because of Meta's distribution and reach.”
Robert McCloy Jul 23, 2025 ▶ 7:43 AI is Eating Search
BIG TECHNOLOGY Assertion Supported
Roy: Meta AI Discover tab publishes full user chats and voice recordings
“If you go to the Discover tab, it posts entireties of chats from people that probably don't realize that it's being posted, and it's like, as a social network, even crazier, it posts people's voices prompting Meta AI, so it has like an audio clip, audio messag…”
Ranjan Roy Jun 14, 2025 ▶ 35:37 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
BIG TECHNOLOGY Assertion Partly supported
LeCun: Meta AI has reached 600 million users
“Well, you have three point something billion users six hundred million users of Meta AI.”
Yann LeCun May 30, 2025 ▶ 3:37 Yann LeCun: We Won't Reach AGI By Scaling Up LLMS
BIG TECHNOLOGY Assertion Not checkable as stated
LeCun: Meta AI users are less intense than ChatGPT users
“Yeah, but they, but it's not used as much as ChatGPT, so the users are not as intense, if you will.”
Yann LeCun May 30, 2025 ▶ 3:46 Yann LeCun: We Won't Reach AGI By Scaling Up LLMS
Evans: Consumers lack obvious reasons to prefer one AI chatbot over another
“The point is, whatever your use case is for ChatGPT, there's not any particularly obvious reason why you'd be using ChatGPT versus Anthropic versus Meta.ai versus Gemini, and certainly not why you'll stick with it over the next, you know, six months or a year,…”
Benedict Evans Apr 5, 2025 ▶ 13:23 Looking for AI strategies
WTF Opinion
Srinivas: No genuine differentiation exists between major AI chatbots right now
“I'll just say it as blunt as it can be is there's not really a genuine differentiation between ChatGPT or Anthropic or Gemini or Grok or Meta AI. Right now.”
Aravind Srinivas Mar 23, 2025 ▶ 1:06:00 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
BIG TECHNOLOGY Disclosure
LeCun: Meta AI has 600 million users
“We have three point something billion users six hundred million users of Meta AI.”
Yann LeCun Mar 19, 2025 ▶ 21:57 Why Can't AI Make Its Own Discoveries? — With Yann LeCun
BIG TECHNOLOGY Assertion Not checkable as stated
LeCun: Meta AI users are less active than ChatGPT users
“Yeah, but they, but it's not used as much as ChatGPT. Right. So the users are not as intense.”
Yann LeCun Mar 19, 2025 ▶ 22:06 Why Can't AI Make Its Own Discoveries? — With Yann LeCun
BG2 Opinion
Gerstner: Meta AI productization is just an unimpressive search box
“As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right? It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.”
Brad Gerstner Mar 2, 2025 ▶ 6:14 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BIG TECHNOLOGY Disclosure
Bosworth Uses Meta AI 10x More On Ray-Ban Glasses Than Phone
“Now I have Meta AI on the Ray-Ban Meta glasses, and it's like, oh, I use it 10 times more often because just the friction of, like, getting my phone out of my pocket and, like, pulling it up and, like, pulling the app is not trivial to me being able to just, l…”
Andrew Bosworth Oct 4, 2024 ▶ 7:27 Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
BG2 Opinion
Gerstner: ChatGPT is pulling away; Gemini, Meta AI, and Claude are lagging
“ChatGPT beginning to run away with it. Gemini, Meta AI, Claude really are not even you know, keeping up.”
Brad Gerstner Sep 25, 2024 ▶ 21:12 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
LATENT SPACE Disclosure
Scialom: Llama 1 and 2 flagship size was chosen to reproduce Chinchilla
“Lama two, maybe I would say it's like Lama one. We had a flagship model, which was seven TB. It's also because the project was taking some routes to reproducing a chinchilla, which was a seven TB.”
Thomas Scialom Jul 23, 2024 ▶ 9:23 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
LATENT SPACE Disclosure
Scialom: Next-generation Llama model will be bigger than Llama 3
“As, like, Mark announced, we have more and more GPUs, so the next generation will be bigger.”
Thomas Scialom Jul 23, 2024 ▶ 13:15 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
LATENT SPACE Disclosure
Scialom: Smaller Llama 3 models improved via distillation from 405B
“Having bigger models enables to collect better data, for instance, at RLHF stage, because that's the model we use for the annotation. And so we distillate straight forward, like those annotations from this better model to the other models. So I can guarantee y…”
Thomas Scialom Jul 23, 2024 ▶ 14:02 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
LATENT SPACE Disclosure
Meta's Llama 3 post-training uses almost entirely synthetic data
“So what we did is that we generated all the data on the prompts with LAMA-II, and we applied, like, basically the last round of LAMA-II we had to kick off and start LAMA-III post-training. So Lama-free post-training doesn't have any, like, human-written answer…”
Thomas Scialom Jul 23, 2024 ▶ 33:40 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
LATENT SPACE Prediction Not checkable as stated
Scialom: Agentic systems will yield order-of-magnitude scaling gains over pre-training
“I expect some incremental and significant progress on pre-training and post-training, but I'm really hopeful that we can gain some order of magnitude of scaling by interconnecting well models into agents as a more complex system that can do planning, that can …”
Thomas Scialom Jul 23, 2024 ▶ 47:14 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
Dave Morin: Meta AI's Instagram Search Integration Is a Terrible Decision
“When I saw this, like, Instagram thing happen, I'm like, this is the first Instagram product decision lately that just makes absolutely no sense to me. Like, as a user, I have no use for this. In fact, The box is in the way of search, right? Like, when I want …”
Dave Morin Apr 26, 2024 ▶ 40:55 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
BIG TECHNOLOGY Prediction Not checkable as stated
Ahmad Al-Dahle says Meta AI will be the best free assistant
“And meta AI is going to be the, you know one of the best if not the best assistant that's available for free.”
Meta's Generative AI Head Apr 22, 2024 ▶ 1:42 Meta's Generative AI Head: How We Trained Llama 3
BIG TECHNOLOGY Disclosure
Meta is integrating Meta AI into search suggestions and inboxes
“We have high level entry points directly in the inbox. We're integrating it into search. So we'll have also suggestions and type of heads as you sort of apply it in search. So we're, we've integrated it at a very prominent, in a very prominent way.”
Meta's Generative AI Head Apr 22, 2024 ▶ 23:31 Meta's Generative AI Head: How We Trained Llama 3
BG2 Prediction Not checkable as stated
Gerstner: AI answer engines will operate below margin to take search share
“It would be surprising to me if we don't see Meta AI, and Microsoft, and ByteDance, and Perplexity, and all the others who are providing answer engines, ChatGPT, coming at them below margin, ok?”
Brad Gerstner Feb 22, 2024 ▶ 25:30 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
BG2 Prediction Held up
Gerstner: Apple will use small on-device models and delegate complex queries
“Think about what Apple's going to do maybe more like a small language model. Like, really understand all the language, really understand everything about me, really understand how I interact with all these applications, and then when I have a deep problem I ne…”
Brad Gerstner Feb 22, 2024 ▶ 31:26 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
20VC Assertion Partly supported
Delangue: 10 of 13 Meta LLaMA Authors Are Based in Paris
“I don't have the exact number, but I think 10 out of the 13 authors of Lama are actually based in, in Paris, right? In, in the Meta AI, lab that, that they have there that is huge.”
Clément Delangue May 12, 2023 ▶ 10:32 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings

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