also referred to as: facebook meta · meta
includes Facebook Marketplace, Facebook Messenger, Facebook Zero, Facebook Beacon, Facebook Connect, Facebook Home, Facebook Oversight Board, Facebook Board
194 statements across 110 episodes · 46 bullish · 88 bearish · 22 people on the record · first statement Mar 15, 2020 by Chamath Palihapitiya · said 1,221 times in 268 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Jason Calacanis (435), Chamath Palihapitiya (413), David Sacks (150), David Friedberg (118), Brad Gerstner (19), Thomas Laffont (15), Balaji Srinivasan (8), Gavin Baker (7)
tap a year for its mentions
2026 85 mentions in 34 episodes 3 per episode
- Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- 26 more episodes that year, every mention in 2026 →
2025 165 mentions in 54 episodes 3 per episode
- IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
- AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- 46 more episodes that year, every mention in 2025 →
2024 204 mentions in 47 episodes 4 per episode
- Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- 39 more episodes that year, every mention in 2024 →
2023 175 mentions in 43 episodes 4 per episode
- E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- E116: Toxic out-of-control trains, regulators, and AI
- E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- 35 more episodes that year, every mention in 2023 →
2022 235 mentions in 41 episodes 6 per episode
- E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- #AIS: Palmer Luckey on Anduril
- E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
- 33 more episodes that year, every mention in 2022 →
2021 249 mentions in 35 episodes 7 per episode
- E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- Balaji Srinivasan: role of decentralization, China/US breakdown & more
- E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
- E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
- E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- 27 more episodes that year, every mention in 2021 →
2020 108 mentions in 14 episodes 8 per episode
- E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
- E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
- E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
- E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
- E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
- E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
- E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- 6 more episodes that year, every mention in 2020 →
Everything said about Facebook, oldest first
Mar 15, 2020 negative
Mar 15, 2020 negative
Jun 20, 2020 neutral
Chamath: Facebook attracts middle America while Twitter serves rich coasts
“I think basically that Facebook is, is becoming middle America and Twitter is becoming sort of the coasts. And, you know, Facebook is basically a product of middle America plus kind of like countries outside the United States and, you know, Twitter's about, yo…”
Jul 11, 2020 negative
The New York Times adopted anti-Trump bias to drive digital subscriptions
“I just thought the New York Times was just way too biased, and that they picked a side in order for their business to survive. And I actually believe that. I believe they picked the side of Trump, I'm sorry, the side of anti-Trump in order to get subscriptions…”
Jul 11, 2020 positive
Jul 31, 2020 bearish
Chamath predicts Amazon will face Facebook-level antitrust scrutiny within 5-10 years
“Amazon today I don't think is at risk just because its end market is so big, but I think within five or 10 years it definitely will be looked at through the same lens as Facebook and Google and actually just those two.”
Jul 31, 2020 bearish
Jul 31, 2020 bearish
Jul 31, 2020 negative
Jul 31, 2020 negative
Chamath: Zuckerberg's neutral free speech stance is socially and technologically untenable
“I think Zuck's position is the most defensible, but it also is the most untenable because it's the most, it's the least technologically and socially palatable, but it is the most defensible and philosophically, in my opinion, the only position you can have, bu…”
Jul 31, 2020 negative
Sacks: Amazon is the scariest monopoly because it endlessly expands into adjacencies
“I think he's the scariest monopolist out of the whole bunch. You know, if you look at kind of Amazon versus say Google or Facebook or Apple, I mean, those other companies are sort of sticking to their original footprint. Whereas Amazon keeps expanding into new…”
Jul 31, 2020 neutral
Jul 31, 2020 negative
Oct 3, 2020 negative
Sacks: Facebook is like cigarettes, but Twitter is like fentanyl
“Twitter is a Sewer of political diatribe and polemical hate, you know, it's, I don't know anyone who feels better you know, after spending time on Twitter, you know, if Facebook is like cigarettes, you know, I don't know what Twitter is. I mean, it's like fent…”
Oct 16, 2020
Oct 16, 2020 bearish
Oct 16, 2020 negative
Oct 16, 2020 negative
Chamath: Social algorithms intentionally amplify or suppress content beyond raw clicks
“For example, I can tell you very clearly that we would choose a priori stuff that we knew you would click on. It wasn't necessarily the most heavily clicked. We could make things that were lightly clicked, more clicked. We could make things that were more clic…”
Nov 4, 2020 bearish
Sacks: Twitter and Jack Dorsey will be political scapegoats post-election
“I think this time around it's going to be Twitter because they have been so arrogant and their assertion of their right to censor viewpoints they don't lock. And if the Republicans hold on to the Senate and or the presidency, I think you're going to see Jack D…”
Dec 4, 2020 positive
Dec 4, 2020 neutral
Dec 18, 2020 negative
Chamath: Facebook, Twitter, and Medium suppressed facts and science in 2020
“The amount of people that have been muzzled, stifled, the amount of fact and science that literally just gets judged willy-nilly by our distribution points like Facebook and Twitter and Medium. It's really scary. So censorship made a roaring comeback in 2020.”
Jan 8, 2021 negative
Chamath says a large Facebook group coordinated the Capitol siege
“You couldn't have seen this Facebook group called, you know, hashtag storm the capital, which had tens of thousands, maybe hundreds of thousands of members in there plotting and scheming, selling merchandise called storm the capital. You know, these guys were …”
Jan 11, 2021 bearish
Jan 11, 2021 positive
Friedberg: Big Tech scale benefits consumers and shouldn't be broken up
“I also think consumers benefit from the scale that they operate at. And I don't think that they should be broken up. And I think that there's economic value to having Google be at the scale it's at and Amazon being at the scale it's at and Facebook being a sca…”
Jan 23, 2021 neutral
Jan 23, 2021 bearish
Sacks: Deplatforming by Facebook and Twitter strips citizens of speech rights
“The town square is now owned by Facebook and Twitter. The town square got privatized and our speech rights are now in the hands of Mark Zuckerberg and Jack Dorsey as a practical matter. I mean, you do not have speech rights in the modern world if you get depla…”
Jan 23, 2021 negative
Mar 27, 2021 negative
May 22, 2021 neutral
Palihapitiya: Facebook force stack-ranked to fire bottom 5-10% of employees
“When I was at Facebook, we used to convene the senior team. And, you know, I was like, I want, I really want to fire the bottom five or 10% of the company. And we would force stack rank and we did it for about three or four years.”
Jun 13, 2021 negative
Jun 18, 2021
Chamath: Google and Facebook CPMs rose 28% to 30% in Q1 2021
“For the first time in the last quarter, both of these two companies, and they were the only two of big tech that announced an increase in pricing, right? They saw a diminishing of CPM inventory. And so they had to figure out ways to grow inventory as users sta…”
Jul 3, 2021 bullish
Jul 23, 2021 negative
Jul 23, 2021
Chamath left $2B to $3B in stock when quitting Facebook
“The minute I realized that I was basically going to become, you know, a billionaire because of my Facebook stock, I fucking quit. And the craziest thing about it is I left so much stock on the table. It's like two, three billion dollars of fucking stock.”
Jul 23, 2021
Jul 23, 2021
Sep 14, 2021 positive
Sep 14, 2021 negative
Sep 18, 2021 bearish
Sep 18, 2021 negative
Sacks: Legacy media exaggerates social media risks due to financial disruption
“There's a lot of people who hate social networking in the traditional legacy media because they've been disrupted Buy Facebook, buy these social media companies, and so they're looking. They took their money, and they're looking to publicize any article about …”
Sep 18, 2021 negative
Sep 18, 2021 neutral
Sep 25, 2021 negative
Sep 25, 2021 neutral
Sep 25, 2021 positive
Sep 25, 2021 neutral
Sacks: Russian 2016 Facebook ad impressions were an infinitesimal fraction of total
“When you actually look at the number of impressions that were created by the sum total of all of the so, the so-called disinformation of all these ads, It is a fractionally small, infinitesimal drop in the ocean compared to the total number impressions on Face…”
Oct 9, 2021 neutral
Friedberg: Heavy platform regulation will drive users to unregulated decentralized alternatives
“If they start putting the regulatory hammer down on these quote unquote, platforms telling them what they can and cannot make available to their users, there will be another platform that will emerge. And that platform may end up being in this kind of decentra…”
Oct 9, 2021 negative
Chamath: Fulfilling government moderation demands would collapse Facebook's valuation to $250B
“Here's what I can tell you conclusively. If Facebook wanted to solve these issues in the ways that the government expects in their head for these problems to be solved, Facebook market cap would be two hundred and fifty billion dollars, and they'd have a milli…”
Oct 9, 2021 bearish
Oct 9, 2021 negative
Oct 9, 2021 neutral
Oct 30, 2021 bearish
Oct 30, 2021
Oct 30, 2021 positive
Oct 30, 2021 negative
Calacanis: Developers are crazy to build on Meta's metaverse over decentralized platforms
“I think any developer who puts any amount of their effort into supporting in any way, Zuckerberg's view of the metaverse is crazy when they could do it on a distributed decentralized crypto based open source platform.”
Oct 30, 2021
Oct 30, 2021
Chamath created Facebook's 4-month parental leave but took three weeks
“I came up with four months for either the father or the mother, irrespective of the context. And that's how we started the original policy. Four years later, though, when I had my first kid, I took like three weeks and I came back because the grind was too har…”
Dec 23, 2021 bearish
Jan 8, 2022
Chamath: Facebook kept financials on an air-gapped offline computer
“We actually kept The financials on a physical computer that was not connected to the internet so the people that wanted it would actually have to come to our office and then we would put them in like a windowless room without their phone or something.”
Jan 8, 2022 positive
Jan 22, 2022
Sachs: Facebook and Google do not hold a dominant position in tech labor
“Facebook and Google, no matter how powerful monopolies they may be, they don't have a dominant position in the labor market. This is not true. They're competing for the same engineers that every tech company is competing for.”
Jan 22, 2022 negative
Feb 5, 2022 negative
Feb 5, 2022 negative
Apr 1, 2022 negative
May 13, 2022 neutral
Chamath: Facebook took a 40% valuation haircut during the 2008 crisis
“I remember we raised money from Microsoft at a 15.3 billion dollar valuation. The great financial crisis took hold and Mark to his credit reset the valuation. We were already profitable, so we didn't necessarily need to raise that money, but we, I think we rai…”
May 30, 2022 positive
Jun 23, 2022
Aug 20, 2022 positive
Sep 1, 2022 negative
Sep 10, 2022 negative
Friedberg: DTC marketing costs on Facebook and Google have doubled or tripled
“Cause in the last year, the cost of DTC direct to consumer marketing on Facebook and Google. Double, tripled. And a lot of the unit economics are falling apart on D to C businesses because of it you know, costs a lot more to acquire the customer than you make …”
Oct 1, 2022 bullish
Calacanis: Big tech non-core project cuts will heavily benefit startups
“No, but to the point of competition, you you're seeing cuts to, you know, all the non core projects at these big companies. This is going to be great for startups, right? Like the idea that Facebook could focus on, you know, a fourth, fifth, sixth thing is goi…”
Oct 7, 2022 neutral
Oct 22, 2022 neutral
Oct 22, 2022 bullish
Oct 29, 2022 negative
Oct 29, 2022 neutral
Oct 29, 2022 bullish
Oct 29, 2022 neutral
Oct 29, 2022 bearish
Chamath: Meta is a dumpster fire in a deep, dangerous situation
“Meta is its own bag of, you know, it's a little bit of an unfortunately. You know, a bit of a dumpster fire. It's got a liability attached to it. Well, and I'll explain why, because the meta problem is, it's a deep and a very dangerous situation that they've p…”
Oct 29, 2022 neutral
Oct 29, 2022 negative
Oct 29, 2022 negative
Chamath: Meta spent more on Reality Labs than Apple spent building iPhone
“Look, Tesla's reinventing an entire category, trillions of dollars of energy generation and transportation, but they did it on in one year of meta reality lab spend. Apple reinvented an entire compute platform on one quarter of Meta's Reality Lab spend.”
Oct 29, 2022
Oct 29, 2022 bearish
Nov 12, 2022 neutral
Dec 10, 2022 negative
Sacks: FBI warned social networks to suppress authentic Hunter Biden laptop story
“A very important piece of this was the pre-bunking that the FBI went to Facebook and Twitter and social networks and said, be on the lookout for a story about Hunter Biden. It is Russian disinformation. And they primed these social networks to suppress that st…”
Dec 10, 2022 neutral
Dec 16, 2022 neutral
Calacanis: Coordinated tech bans dramatically reduce individual reach
“When they got banned across all systems, it was dramatic in terms of the reach of the that information. So because of the size and scale of YouTube, Facebook, Twitter, etc, when they act in coordination, They can, ah, have a dramatic impact.”
Dec 16, 2022 negative
Jan 13, 2023 negative
Jan 27, 2023 bullish
Jan 27, 2023 neutral
Feb 4, 2023 bullish
Feb 4, 2023
Feb 24, 2023 positive
Chamath: Quora CEO Adam D'Angelo is the smartest person he worked with
“I've worked with, I've known D'Angelo for 17 years now. He was the CTO of Facebook when I worked there. The single smartest and best, single smartest person I worked with. And then separately, one of the most absolute genuinely best human beings in the world.”
Feb 24, 2023
Palihapitiya: Facebook could have disrupted iOS and Android by IPOing earlier
“When you look subsequently at how much money they've spent in AR and VR, spending half a quarters of that cash could have given them the chance to disrupt Android and iOS in 2010 and 11, which in hindsight is obviously a no brainer bet, right?”
Feb 24, 2023
Palihapitiya: Startups should question the trend of delaying IPOs as long as possible
“So even though I think we at Facebook were the ones to really put this in the water table about not going public, I think a lot of startups should have gone back to first principles to really question whether waiting as long as possible actually makes sense.”
Mar 3, 2023 neutral
Mar 31, 2023 bearish
Calacanis: Facebook and LinkedIn will block ChatGPT from accessing their data
“Somebody like Facebook, when they release their language model, which they're about to, is not going to allow ChatGPT to have any access to the Facebook corpus of data. And then LinkedIn will do the same. They'll block any access to ChatGPT to their data.”
Apr 28, 2023 bearish
Chamath: Big Tech companies have passed peak growth and become cash cows
“I think we're now well past peak big tech. Their valuations may still go up because they generate such an enormous amount of cash flow. But these are exactly those kinds of businesses now. They are X growth, large cash flow businesses.”
May 26, 2023 bearish
Palihapitiya: Nvidia's margins will compress as major tech companies build custom chips
“In the end, Nvidia's gains today will be then spread across Nvidia. Facebook will have their own chip. Amazon will have their own chip. Google already does. Apple will have their own chip. All the memory companies will be in this space, right? So then the prof…”
Jun 16, 2023 bearish
Chamath Palihapitiya predicts internet value will shift to creators and moderators
“I think in this current version of the internet, The value is going to go and again, further, further, further erode away from the centralized apps and more towards the individual people, or in this case, these hubbid spokes, these mods, and not to the central…”
Jun 16, 2023 neutral
David Friedberg says user-generated networks gain no structural value from third-party apps
“That works well in some contexts, like an Apple app store context, but in the context where there is a network unto itself, like Facebook, Twitter, and Reddit, meaning that there is already a user network that is generating value in the form of the content tha…”
Jun 24, 2023 neutral
Jun 24, 2023 negative
Jul 1, 2023
Chamath predicts corporate DEI and ESG programs will be outlawed
“The second order derivative is now what lawsuits get launched and what are the implications for private companies, right? So right now this affects any institution that receives federal funding, and that includes all the universities. So there's no private or …”
Jul 9, 2023 bullish
Gerstner: Meta will launch major AI models and agents within six weeks
“Over the next four to six weeks. They're going to have massive launches out of the AI side of the business. I expect a lot more support for their open AI model or for their open LLM. I also think they're going to launch a bunch of agents on WhatsApp and Instag…”
Jul 9, 2023 bearish
Jul 14, 2023 bearish
Aug 11, 2023 bullish
Gerstner: Altimeter bought Meta during 2022 public market collapse
“In 2022, we had this massive correction in the public markets. We believed that they overshot. In part, we believed that because we didn't think we were going to have hyperinflation forever, et cetera. And so you and I invested in, you know, Meta and a lot of …”
Sep 1, 2023 positive
Sep 16, 2023 negative
Nov 17, 2023
Zuckerberg told Phillips that verifying Facebook accounts is a competitive disadvantage
“I asked Mark Zuckerberg after a financial services hearing a couple years ago, you know, why, why doesn't Facebook just verify accounts, make this so much easier to hold people accountable and have higher standards of accountability? And he said it would be a …”
Dec 1, 2023
Dec 23, 2023 negative
Jan 19, 2024 bullish
Jan 26, 2024 negative
Calacanis: Digital ad gains shift to Google, Meta, TikTok, Amazon, and Uber
“All the gains in advertising have gone to those two firms and now TikTok obviously. And Amazon, Uber building respectable ad businesses as well. So all of that takes ads out of publications and puts it closer to the point of purchase, right?”
Feb 9, 2024 positive
Calacanis: Meta hit $14B Q4 profit after 22% headcount reduction
“Reduction in headcount, 22% year over year from 86,000 to 67,000 the last quarter for Meta. And their quarterly profits have increased to an all-time high of fourteen billion dollars. That's profits folks in Q four for Meta. All-time high for the stock price, …”
Mar 1, 2024 negative
Mar 8, 2024 neutral
Mar 8, 2024 negative
Chamath: Facebook, Google, Apple, and TikTok are all infiltrated by foreign intelligence
“Facebook is infiltrated. Google is infiltrated. Apple is infiltrated. TikTok is infiltrated. So on that dimension, I think that it should be considered a hundred percent certainty that this data is getting back to not just the Chinese, but multiple state spons…”
Mar 8, 2024 negative
Chamath: Facebook's Irish IP transfer triggered years of IRS litigation
“At Facebook, there was a period where, and this was public, so I can tell you, We transferred a lot of our IP to Ireland at one moment, and there was a transfer payment and whatnot. And then a few years afterwards, when everybody realized, including us, and we…”
Mar 16, 2024 bullish
Friedberg: A US TikTok ban will significantly benefit Meta, Instagram, and X
“If TikTok gets banned in the US, it's going to benefit Meta. It's going to benefit Instagram. It's going to benefit a few other, you know, social networks. It's going to benefit Elon at Twitter. There's a few folks that are going to benefit pretty significantl…”
Apr 12, 2024 negative
Apr 26, 2024 bullish
Apr 26, 2024 positive
Apr 26, 2024 bullish
Apr 26, 2024 neutral
Chamath: Early YouTube code was found on Steve Chen's Facebook laptop
“Like Steve Chen, before he started YouTube was an engineer at Facebook and There was like, at one point, I remember being in some meeting where I was like, oh, I think we found an early version of the YouTube code on an old laptop that was a Facebook laptop th…”
Apr 26, 2024 bullish
Apr 26, 2024 bearish
May 3, 2024 positive
May 17, 2024 bullish
May 24, 2024 negative
Jun 14, 2024 negative
Palihapitiya claims Apple weaponizes privacy selectively against Meta while favoring OpenAI
“Apple really cares about privacy when they're trying to hurt a company they don't like, i.e. Meta. And they're willing to figure out a way to work around it when it's a company that they clearly support, OpenAI.”
Jul 10, 2024 negative
Calacanis: TikTok's black-box AI algorithm is more pernicious than earlier gamified social media
“So you had the gamification of Twitter and Facebook, which was likes. Retweets, follower count, Instagram, and then now it's transitioned into something even more pernicious, which is some black box on, in TikTok knows this is going to maximize the dopamine hi…”
Aug 9, 2024 negative
Friedberg: Strong push coming to curb power of Meta, X, and Google
“I think that because of how inflamed people are at the influence that these companies have meta and Twitter and Google, there is going to be a strong push to do a lot more than what the narrow focus of the ruling in this particular case to do something much mo…”
Sep 10, 2024 neutral
Vance: Big Tech favors Democrats while Little Tech startups lean Republican
“Big tech has become increasingly pro-Democrat. Little tech has become increasingly pro-Republican, right? So if you're an upstart, if you're in crypto, if you're like a small AI company, I think you're much more likely to be pro-Republican. If you're a monopol…”
Sep 27, 2024 positive
Calacanis: Google, Uber, Airbnb, Meta doubled revenue per employee in 2-3 years
“If you look at Google, Uber, Airbnb, and Facebook Meta, They have the same number or less employees than they did three years ago, but they're all growing in that 20 to 30% a year, which means in but two to three years, each of those companies has doubled reve…”
Oct 3, 2024 negative
Cuban: Breaking up Google and Meta hurts US AI competitiveness
“The most important thing from a technological perspective in this country today Is that we win AI. That is going to find everything militarily for us and economically for us, and that when you try to break up companies like Google and Facebook, you diminish ou…”
Oct 3, 2024 positive
Oct 3, 2024 bullish
Oct 11, 2024 bearish
Palihapitiya: DOJ will target Meta for breakup after Google
“So I think that they, if given their druthers, they being the powers that be in Washington, will probably want to take a run at both of these companies. They'll start with the one that they think they can disassemble the quickest, and then they'll go to Meta a…”
Dec 7, 2024 positive
Baker: Meta's Libra project would have eliminated immigrant remittance fees
“And I think you can argue it would have been really, really good for not just America, but the entire world. You know, there are a lot of immigrants in America and in America who send remissions back to their home countries at extremely high predatory rates. Y…”
Dec 20, 2024 bearish
Calacanis: OpenAI will drop to 3rd, 4th, or 5th AI player within three years
“I think we've hit peak open AI in the market. I think they're going to be the number three or four player. I think Gemini, Meta and XAI are going to lead them. If we're sitting here in three years, I think OpenAI is number three, four or five, not one or two.”
Dec 20, 2024 bullish
Chamath: Big tech and Elon Musk will win the AI hardware war
“In a capital war, I think the big companies like Google, Amazon, Microsoft, Meta, And brands like Elon will always be able to attract effectively infinite capital, and their cost of capital goes to zero, which means they'll be able to win this hardware war.”
Dec 25, 2024 positive
Levie: Zuckerberg's open-source strategy suppresses AI pricing for the industry
“Zuck is our counter pressure on the price of AI right now, and I think that he has a way of monetizing AI that is, I mean, Google kind of has a similar thing, but they're, they have a more existential challenge that I think they're actually doing relatively we…”
Dec 25, 2024 positive
Jan 11, 2025 negative
Jan 11, 2025 negative
Jan 11, 2025 neutral
Jan 11, 2025 negative
Bannister: 2025 leaks will reveal government coerced Zuckerberg into censoring Meta
“And after January, we're going to find out some interesting stuff and we'll get to the bottom of, you know, how did the government pressure him to censor things? And I think he's getting in front of that because it is going to come out. And I think that is a h…”
Jan 11, 2025 negative
Jan 18, 2025
Jan 18, 2025 negative
Mark Pincus: MBA jobs at Meta and Google have dried up
“Everyone wants a job at Meta or Google, and that's the get rich quick place, and it's, I don't even think that's necessarily true anymore, and they can't get those jobs because those companies are now trying to get rid of middle management. So those jobs have …”
Jan 25, 2025 positive
Jan 25, 2025 bullish
Jan 31, 2025 neutral
Feb 7, 2025 positive
Mar 1, 2025
Mar 8, 2025 neutral
Mar 29, 2025 negative
Palihapitiya: IRS has sued him and Zuckerberg for a decade over IP
“When I was helping to run Facebook, I was a signatory. When we were setting up Facebook abroad, we exported all of our IP to Ireland. And lo and behold, who do they sue? Zuck, Meta, and me. And we've been in this 10 year lawsuit, 15 year lawsuit with the IRS b…”
May 31, 2025 positive
Jun 21, 2025 negative
Altman: Meta offered OpenAI staff $100M signing bonuses, but none left
“They started making these like giant offers to you know, a lot of people on our team you know, like a hundred million dollar signing bonuses, more than that comp per year. And I'm actually, it is crazy. I'm really happy that at least so far none of our best pe…”
Jun 21, 2025 negative
Jul 4, 2025 neutral
Jul 11, 2025 neutral
Jul 23, 2025 negative
Jul 24, 2025 positive
Oct 18, 2025 negative
Nov 22, 2025 bullish
Chamath: AI decoding chip market will quickly become highly fragmented
“What we are quickly seeing is that there's going to be a highly fragmented layer of decoding chips that exist in the marketplace. Grok is one. TPU is one. Microsoft has a spin. Amazon has Inferentia. Facebook, I think, is Apparently spinning up their own silic…”
Dec 6, 2025 bearish
Calacanis: Consumer paid subscriptions for AI chat will fall to zero
“Right now, 80% of the revenue comes from 20 dollar subscriptions. That's going to get decimated to zero. I don't think consumers are going to pay For this product, just like they won't pay for search, and they won't pay for a browser, because Google and Meta w…”
Dec 6, 2025 bearish
Dec 6, 2025 negative
Jan 10, 2026 neutral
Jan 10, 2026 bullish
Calacanis: Big Tech will make a $50B+ AI acquisition in 2026
“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”
Mar 27, 2026 bearish
Calacanis: All consumer AI queries will eventually be free
“My base case here is that all consumer queries are going to be free. Apple's going to make them free. They're already free for Google. I think Meta is going to make them free and actually have a decent product soon, and Microsoft, same thing.”
Apr 6, 2026 neutral
Stephens: Missing single category winners usually leads to net investment losses
“If you're a space tech investor and you didn't invest in SpaceX, you probably lost money. If you're a crypto infrastructure investor and you didn't invest in Coinbase, Probably lost money. If you're a social media investor and you didn't invest in Facebook, yo…”
May 22, 2026 bullish
Zuckerberg: Meta's internal engineers will accelerate AI coding progress beyond rivals
“Having people internally build tools that, or solve tasks that that help teach the model how to code, We think is going to dramatically increase our model's coding ability faster than what others in the industry have the capability to do, who don't have thousa…”
May 29, 2026 negative
May 29, 2026
Jun 3, 2026 bullish
Jun 4, 2026
Jun 13, 2026 negative
Jul 21, 2026 negative
Aug 13, 2026 bullish
Aug 13, 2026 negative
Aug 21, 2026 neutral
Sacks: Meta faces over $1T in addiction lawsuits after $6M LA verdict
“Look at what's happening to Meta right now. They're getting sued because supposedly their product led to social media addiction and they're being sued for over a trillion dollars right now. And this comes on the heel of them losing a six million dollar jury tr…”