Meta

“But Meta is moving to it because it thinks it's better than Google for agents.”

“So the video cost about a 1500 dollars to produce. And according to the VP of Creative of Liquid Death, there was a relatively small amount of money spent promoting it. So within about four months, the video had three million views, had garnered them somewhere…”

“It seems like a nothing burger to me. The amount of money is de minimis. Doesn't matter.”

“Meta systems are optimized for engagement. They addict you to the feedback loop in the algorithm.”

“Also, it's over 10 years. So that it's like 1.7 billion a year, which is nothing.”

“For that two hour time limit, it will be reduced to a one hour daily limit if TikTok, Snap, and YouTube also agree.”

“Just to throw it out there, YouTube is a way worse, way more egregious offender.”

“These clouds, I mean, I don't think Meta publishes it or Google publishes it, but my guess is that it's around ten million computers in like these clouds globally, if not tens of millions, and no one brain has any chance. Parents have absolutely no chance. And…”

“The only one who does well in the theater are the lawyers Who make a bunch of money on it, and like you get some AGs who get to say, I signed on to a thing, and like we won, and so everyone needs to be able to say they won.”

“On the kids stuff, they get to blame. I mean, the stuff like the, like, age verification stuff will be It's so easy for them to do, but somehow it's Facebook's problem. Like, they're pretty good at pushing off blame to others.”

“When I was at Facebook, when I joined, we did, which was like, really fast at the time. We used to ship The main core of Facebook once a day, and it was like a Herculean effort that, you know, most of the time went okay, but sometimes it didn't go okay, and, b…”

“At Facebook, the infrastructure team was not just the hardware. It was all of the software. And we actually went quite a bit up the stack to the end consumed, right? So The, a lot of the mobile stack even, in fact, was like run by the infrastructure team, righ…”

“When I got to Facebook, we weren't building our own data centers, we weren't building our own hardware, we weren't laying around subsea cables, and, you know, those types of things, but over the years, as we saw, one, kind of the scale that we needed to operat…”

“When you take some layer of your kind of core stack, and it's like outsourced to this vendor, and vendor, you know, could be great, but when I was at these companies that were, you know, Kind of N of one in terms of what they were doing scale wise. They weren'…”

“So we could re-imagine an entire and launch an entire new experience to 1000 of millions of people, billions of In a shockingly short amount of time, because it was all vertically integrated, and everybody that like, built that was, like, employees, engineers …”

“You know, I remember talking to Mark and Mark was like, yeah, we can, you know, we have money, so we should just build features and we should put all the engineers working on product. And I said, cool, but I'm going to work on efficiency because I'm not going …”

“It's kind of like Meta trying to get into hardware. Like they're just never going to be good at hardware.”

“Peter, we used to have meetings for what we should buy, and my pitch was always that the Facebook should buy the DMV.”

“And then you have like duration mismatch between like the hard assets and the financing. So like the chip, depending if you look at meta or Amazon debate, whether it's a three year or five year depreciation, but it's, you know, called three, the debt, Amortize…”

“Meta, for instance, they're having their top leaders once a week for several hours, just catch up on all the developments in AI.”

“Uber famously just put a 1500 dollar per employee cap on vibe coding per month. Meta's been reported to do the same.”

“No, I mean, they spend so much, they have so much infrastructure, it's like the, it's the opposite of a Miata. You can't spend a hundred billion dollars on a Miata. It's like a battle. It's like an aircraft carrier.”

“Mark is one of the rare leaders that actually is in a position as a founder at a trillion dollar scale, who already has all the people on his platform who can try to tell the light side of the story”

“Meta reported earnings that were disappointing, but mostly because they spent a lot of money in lawsuits and laying people off severance, so.”

“We believe that everybody in the world, you know, all the billions of people in the world are going to have a super intelligence that is adapted and tailored to them, that is, enables them to accomplish their goals, knows their context, and ultimately is an ex…”

“There's two hundred million businesses that are on Metis platforms today. We think that number should go to billions with this explosion of creativity and using AI tools”

“Lama four wasn't on the trajectory that was needed for Meta. And so I got in there and we kind of did a zero based build of how do you know, build an entire frontier lab you know, in some ways kind of from scratch, obviously using a lot of what we had and move…”

“Today the easiest way is to use open code. We have, like, onboarding on the website, and then soon we'll have a harness of our own, and ultimately, I think we want great models that plug into all of the available harnesses and empower as much, you know sort of…”

“Like, I think we've seen, internally in meta cases where if you can develop the right agentic loop and you have the right eval or the right metric for the agents to optimize, you can have a swarm of agents accomplish more than, like, a team of a hundred engine…”

“Because right now we've got, you know, Anthropics ahead at the moment. We have OpenAI and Gemini five percent behind, like not far behind. Grok just, SpaceX Grok Nazi model just came out with like a model that's in like the top At the top of some of the benchm…”

“Giant industry, trillion dollars of revenue, two hundred billion dollars a year of CapEx stocks have gone nowhere in 20 years, and all the value is built by other people.”

“When Yahoo offered to buy Facebook for a billion dollars in July, 2006, I thought we should at least consider it. But Mark Zuckerberg walked into the board meeting and announced, okay, guys, this is just a formality. It shouldn't take more than 10 minutes. We'…”

“He's not a real company like Google or Open or Meta or someone who actually five percent is meaningful, and he's not even winning the pure AI race. It's an anthropic is.”

“We actually considered being in the cloud business back when we launched Facebook platform in oh seven.”

“I actually don't think Google traffic is too expensive. I think if Facebook or Instagram traffic isn't converting, I would probably spend more time trying to optimize those. I don't need to make money on the Google traffic. Even if I'm overpaying, I mean, unle…”

“Which a lot of people will get on LinkedIn to try to run ads for B to B. But they don't realize the entire, all the same people are on Facebook, and it's less competitive to get those people on Meta than it is on LinkedIn.”

“Well, we've talked about this like six times, and it has to be real money. It's not a thing if it's not real money.”

“It's all Luxottica, right? Luxottica owns Ray-Ban. They just made their own label. Right? So it's all the same, same. It's just that they've got their own label now, but they're manufacturing it in the exact same factories.”

“Finally, this is the watershed moment of women buying smart glasses. Mark my words. Saying it now. That's all. So yes, I do think it was a big deal.”

“I agree that it's extremely unlikely that a enormous company platform will successfully launch something as avant-garde as a, it's not impossible, but very unlikely.”

“I actually think it's going to hit on with Meta if they do this and they build it into things like Instagram, because I think these things are already at large scale.”

“The thing I got wrong with Tribe was trust. So, so first of all, the thing that I built a social network before Facebook and I managed to fail, and I just got the trust component wrong, that for people to put themselves on the web, they first had to feel this …”

“I don't think Reed or I Ever imagined how, I know none of us ever imagined how big this, Peter Thiel, all of us, we all sold our stock in Facebook, so we voted with our shares, you know, none of us could have ever described how big this all got.”

“That's when we're going to see the new meta. That's when we'll see the new snap. That's when we're going to see all of the future and it's not even a couple of years away.”

“A large portion of my work ended up being in regular industries like CBD and cannabis retailers, because they couldn't run paid ads. Like they were literally banned from running ads. And as you couldn't advertise on Google Meta, like SEO became one of the only…”

“Look, and I say this as a huge, enormous fan of his and believer in him and, like, the whole thing. I just, it's not as crisp as make the world more open and connected.”

“He shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI.”

“Their company is governed by something called the long-term benefit trust, which is an outside set of trustees that are not like a vague advisory board or like remember the trust And safety counsel that that Facebook famously had and The totally ignored. The L…”

“I didn't believe that just creating these infinite three D worlds is enough. You had to fill the worlds with life for humans to actually want to be there. If you just go to like, I don't know, the desert, it's just empty. Who cares? But if you go to a city, it…”

“This is a little bit old, but Meta has been keystroke logging employees to train AI, their AI, not so popular.”

“I mean, just like, I don't think you can say it about XAI or Meta, because both XAI and Meta, despite the fact that their models are not performing at the highest level, they at least produced them, right?”

“Meta had recent layoffs and came out and said, we can't confirm that there won't be more, and we don't actually know the optimal size of this company.”

“We've been aware for some time that they have a fork of OpenClaw and, you know, we expect they'll do something pretty big.”

“And of course they interfered and they did quick soon after in terms of sort of challenging the deal, calling back some of the key team to China. So they were in clear integration limbo, and now the deal is off, and they're sort of unwinding it, but.”

“Meta now tracking everything its employees do and all the keystrokes that they do on their computers.”

“I think we made four posts across across, across different groups and had roughly 22 customers that we acquired from those four posts.”

“That the human is pretty good with their eyes, you know, at some of this stuff. So the bar is pretty high, you know, in order to do some of the things you're talking about.”

“Uber and Meta are actually doing on leaderboards right now in their engineering departments.”

“A rogue AI agent triggered a major security alert at Meta by taking action without approval that led to exposure of sensitive information and user data to Meta employees who could not authorize it.”

“Horizon Worlds has been shut down too.”