Alex Schultz
CMO & VP of Analytics, Meta. On 1 show, 2 appearances. The Shows tab opens the full record on each.
Alex Schultz is the Chief Marketing Officer and VP of Analytics at Meta. He pioneered the integration of product and direct response marketing at the company.
1shows
2appearances
71statements
18resolved
13supported
1contradicted
72%fully supported
48said about them ↓ Everything Alex Schultz said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Alex Schultz: A one-person startup reaching tens of millions is inevitable
“Instagram was seven people and got to tens of millions of active users. I don't see why there won't be the next Instagram that's one person and gets to tens of millions of active users. In fact, I think it's inevitable.”
Alex Schultz: Europe is not in the global AI race
“Europe's not in the race right now. I mean, maybe it can find a way to be in the race, but I don't think it's in the race. You've got the US and China as the two groups that are leading in AI.”
Alex Schultz admits Meta's Llama 4 missed the leading edge
“It's pretty clear Llama was not, like, Llama four wasn't leading edge where Llama three was. So, you know, our big release this year was not a slam dunk, but our big release last year was, and I'm pretty confident our next big release will be again.”
Schultz: Snap Cloned TikTok Despite Public Denials
“Faster than Snap, who also cloned and copied TikTok despite everything they've said about that.”
Alex Schultz: Retention is the only metric that matters pre-product-market fit
“Metrics, pre-product market fit, I think the only metric you care about In consumer and SaaS is retention. Like, that's the only metric that you should care about, is do you create a product that people keep using?”
Alex Schultz: Meta is building a data center the size of Manhattan
“What we're doing in Louisiana, where we're building a data center the size of Manhattan”
Alex Schultz: AI data center supply chain lags demand by 18 months
“I think on most of this it's like an 18 month lag till the system catches up with the demand.”
Alex Schultz: AI development will hit plateaus before reaching superintelligence
“I would be shocked if we didn't hit a plateau on the way, but yeah.”
Alex Schultz: Meta supported Apple against UK government encryption backdoor demands
“That's why we came out in support of Apple. That's why other companies have come out in support of Apple in that situation. Despite the fact, as companies, we've had a lot of disagreements. We supported Apple in that.”
Alex Schultz: Meta may reconsider open-sourcing extreme AI capabilities
“We've said that when it gets to the cutting edge, like the absolute cutting edge, the bleeding edge, There, we don't think you should be necessarily releasing open source, and we'll think about that. So I think at the most extreme capabilities, I don't know th…”
Alex Schultz: Creative spark will be the last trait AI automates
“The creative spark is probably the last thing that gets automated.”
Alex Schultz: Humans using AI will replace workers, not AI itself
“Unless things get really weird, you're not going to be replaced by AI, you're going to be replaced by someone doing your job using AI.”
Alex Schultz: Nike's massive shift to a digital-first strategy went horribly
“Nike did this massive transition to digital first, right? And it went horribly.”
Alex Schultz: Meta shifted from a falling brand to a rising brand
“We've actually moved up tremendously in terms of brand sentiment. You think where we were five years ago, and think where we are today, people don't look at this stuff, obviously I do, and we were literally a falling brand, and now we're a rising brand.”
Alex Schultz: Smartphones won't disappear because AI wearables need compute pucks
“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”
Alex Schultz: AI engine optimization TAM will surpass the SEO market
“It should be a much bigger market because the agents are going to take actions. I mean, the agents are already taking actions for people. And so in a world where there are actually actions being taken at the endpoint, it's not just presenting a link to somebod…”
Alex Schultz: Cryptocurrency still feels like a Ponzi scheme
“I never got crypto. I still don't get crypto... It still feels like a Ponzi scheme to me, which I know it makes me an old fogey, but I don't get it.”
Alex Schultz: TikTok Shop struggles in the US and UK
“TikTok shops are successful outside of the US and UK. But they're actually not very successful in the US and UK. Huge in Southeast Asia.”
Schultz: Meta Moved Too Slowly on Product Rollouts and It Was My Fault
“Personally, I think we took too long, and if I went back and did it again, I would have moved a lot faster, which is weird for a meta executive to say, but I actually think we moved too slowly, and in many ways it was my fault.”
Schultz: Being Second to Market Works if You Out-Innovate Later
“Personally, I think generally it's okay to be second, and we're totally fine being second. Catching up on the basics, and then trying to out-innovate. Like step, step, step. Like launch, catch up, overtake with innovation. I think is a very, very good model. Y…”
Schultz: Meta Achieved Higher Conversion and LTV by Lengthening User Flows
“There are flows where we made them longer. By giving people more targeting options where we got a higher conversion rate and a higher lifetime value. Whereas the growth standard is shorten the flow and take out steps.”
Schultz: Facebook App Confusion Damaged WhatsApp During Privacy Policy Update
“When we did the WhatsApp privacy policy and said, now your data will be shared with Facebook Inc. For the limited amount of data, which is shared just for analytics purposes with all the constraints, because WhatsApp is hyper private. Even in that case, people…”
Schultz: Companies Should Celebrate Winning Outcomes Rather Than Product Shipping
“Shipping isn't the thing you celebrate. You celebrate succeeding, you don't celebrate shipping, and if you build a culture that only celebrates shipping, you don't build a culture that celebrates winning”
The other half of the tape: Alex Schultz's own voice is left out of every number here. Other people bring the name up 45 times in 20 episodes across the shows. 3 statements on the record name them. every mention, with the transcript →
Who brings them up most Harry Stebbings 33Chandra Narayanan 5Brian Hale 3Ryan Wiggins 1Mike Duboe 1Cliff Weitzman 1Brian Balfour 1
Statements about Alex Schultz, by other people (3)
Stebbings considers Meta's Alex Schultz to be the world's best CMO
“The best CMO in the world to me is Alex Schultz from Meta.”
Balfour: Facebook is the strongest and least vulnerable tech incumbent
“So I think this is a little topic du jour, but I think you got to go Facebook for a few reasons. One is that they still have the OG growth talent that, that they did from. 15 years ago Javier, Alex Schultz, right? Like those people are still There, right? Like…”
Every mention by year
tap a year for its mentions
20VC 45
2026 1 mention in 1 episode
2025 8 mentions in 3 episodes 3 per episode
- Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- 20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
- Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 20 mentions in 5 episodes 4 per episode
- Chandra Narayanan: Top 5 Lessons from Leading Analytics at Facebook | E1126 · 20VC with Harry Stebbings
- Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
- Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 13 mentions in 10 episodes 1 per episode
- Jag Duggal: How We Scaled Nubank to 80M Users; Google's Brutal Hiring Practices | E995 · 20VC with Harry Stebbings
- Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- Ely Lerner: Should Startups Hire Advisors & How much should they be paid? | E1075 · 20VC with Harry Stebbings
- Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
- Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
- Gina Gotthilf: Lessons Scaling Duolingo from 3-200M Users; How to Master PR and Comms | E1028 · 20VC with Harry Stebbings
- Ryan Wiggins: Scaling WhatsApp from 0-100M; How to Build a Growth Team; Mercury Neobank | E1016 · 20VC with Harry Stebbings
- Snap's VP of Product Jack Brody: The Future of AR; Snap Glasses; Evan Spiegel's Product Mind | E1006 · 20VC with Harry Stebbings
- 2 more episodes that year, every mention in 2023 →
2022 3 mentions in 1 episode
One line per show, most statements first. The link opens Alex's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | CMO & VP of Analytics, Meta | 2 | 71 | 72% 13/18 | full record on 20VC → |