Facebook, every mention
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every year anyone Jason Calacanis 435Chamath Palihapitiya 413David Sacks 150David Friedberg 118Brad Gerstner 19Thomas Laffont 15Balaji Srinivasan 8Gavin Baker 7Tony Hinchcliffe 4Keith Rabois 4
Verbatim, from the transcripts: the passages where Facebook comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 21:55 David Sacks The White House told, you know, it was then Twitter and Facebook that these accounts are dangerous, disinformation is dangerous, and people who had alternative or dissident viewpoints on the origin
- ▶ 1:34:44 Jason Calacanis We're all so excited that Meta will be in the hizzy.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 4:10 Chamath Palihapitiya The meta models are really good.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 43:25 Chamath Palihapitiya That's why, thank God we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.
- ▶ 1:19:38 Chamath Palihapitiya Thanks to Meta for solving my biggest problem, which is imposing limits on Instagram. 3 times in the scene
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 18:38 David Sacks Look at what's happening to Meta right now. 4 times in the scene
- ▶ 26:43 David Sacks And Meta and all these companies were actually, it was Baidu and Alibaba and Tencent and all the rest of them instead.
- ▶ 38:09 David Sacks Meta actually did a really great thing.
Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley
- ▶ 5:00 Jason Calacanis We saw it at Facebook.
- ▶ 47:39 Jason Calacanis And I, you know, I look at Zuckerberg and Facebook.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 27:55 Jason Calacanis As now open AI, two point O Facebook, he would release open source models. 2 times in the scene
- ▶ 41:37 Jason Calacanis Well, I have a message for him, which is Zuckerberg, please explain how this concept is compatible with the fact that you have sued every startup, many of which I've invested in, that has ever tried to index or use the social graph at…
- ▶ 46:04 Jason Calacanis I think it's fantastic that he's now getting ahead and saying these are the potential problems in the future, and it would have been so great if he had done that with teenage girls and the impact of social media on kids and addiction with…
- ▶ 47:17 Gavin Baker He's never going to be, you know, thrown out of, out of meta, but there's many CEOs
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 8:34 Brad Gerstner Meta's talking about getting into the infrastructure as a service game. 2 times in the scene
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 34:49 Jason Calacanis The other founders come on the pod anytime, Dario, chief scientist at Anthropic open AI, deep mind, meta thinking machines.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 35:17 Brad Gerstner Meta's out with, you know, a, a, a terrific model today. 4 times in the scene
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 12:22 Chamath Palihapitiya And this is a woman who's an ex-meta PM.
- ▶ 20:06 Jason Calacanis He said, hey, I'm going to give people a bunch of access, going to give them money, come to the Facebook platform. 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:35:45 Jason Calacanis Facebook traded below IPO price in the first year, I think.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 1:12:33 David Sacks Look, right now, Meta is being sued. 4 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 23:16 Chamath Palihapitiya Meta really fumbled this with Llama. 2 times in the scene
- ▶ 53:00 Chamath Palihapitiya The crazy thing about the internet, the reason why the Facebooks and the Googles massively over-earned for decades is the marginal cost of production for a new user on the internet is effectively zero.
Dan Dreyfus: The Next AI Bottleneck is Copper
- ▶ 1:30 Dan Dreyfus You had Meta with social media. 2 times in the scene
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 5:05 Gavin Baker I always think about, um, Mark Zuckerberg's commentary that had he been public, so just, you know, Facebook, um, I won't call it a near-death experience, but long ago, it's difficult to believe, but I don't know, 2010, 1112, um, Facebook… 3 times in the scene
- ▶ 33:49 Brad Gerstner Meta, Google, uh, SpaceX come along and say we want to buy you, because we want to accelerate our path into Ajax.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
- ▶ 20:10 David Sacks I'm not gonna talk about the ones that didn't do so well, but, um, but no, I mean, look, I've, I've owned, um, Meta and Palantir as a, 3 times in the scene
- ▶ 21:07 David Sacks And so Facebook at 50 or whatever, it's like the upside was to a hundred.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 15:38 Thomas Laffont We estimate, currently, that about a quarter of ads served by Meta and Google are AI-enabled.
Bill Ackman: Here's What the Market is MISSING
- ▶ 4:52 Bill Ackman I mean, yes, effectively, we're an investor, we're, actually, today we own Microsoft, we own Meta, we own Amazon, uh, actually, I think you're, either directly or indirectly, you're invested in AI. 2 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 29:16 Jason Calacanis iPhone, Meta, Advertising Network, and Google's Advertising Network.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 3:08 Chamath Palihapitiya Look, when I was at Facebook, we became the most aggressive recruiter of Waterloo co-ops.
- ▶ 19:32 Jason Calacanis The folks at Amazon, Google, and Meta lobbied the Vatican on April, 29th to soften the language in his missive.
- ▶ 1:11:13 Jason Calacanis 8000 people at Meta, after 20,000 before that, and if you look at the steady state of these companies. 4 times in the scene
- ▶ 1:15:59 Jason Calacanis Except for what Meta just did last week. 3 times in the scene
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 16:56 Chamath Palihapitiya A hundred and ninety billion Meta, a hundred and eighty-five billion Tesla, a hundred and ten billion total, about 2.3 to 2.35 trillion.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 10:46 Chamath Palihapitiya It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google.
- ▶ 41:05 Jason Calacanis Google, Microsoft, Amazon, and Meta all reported. 4 times in the scene
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 59:02 Jason Calacanis Google versus Facebook.
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
- ▶ 1:11:12 Jason Calacanis They went to Facebook, lost a lot of the customer base who didn't want to, uh, send their data, I guess, over to Meta.
How Matt Mahan Thinks He Can Save California
- ▶ 1:01 Matt Mahan I was involved with an early Facebook application called Causes, and then went on to start a platform called Brigade that was sort of like LinkedIn for voters, and the whole premise was to build grassroots bottom-up power by connecting…
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 44:36 Jensen Huang We're gaining share this last couple of years because we now have Anthropic coming to NVIDIA, Meta SL is coming to NVIDIA, and the growth of open models is incredible, and that's all on NVIDIA.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 4:34 Chamath Palihapitiya When will Meta's cash flows be impacted?
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 40:47 Chamath Palihapitiya It's like the Facebook story. 2 times in the scene
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 35:15 David Sacks Maltbook is like a Facebook for agents, right? 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 2:03:14 Chase Lochmiller They're not, you know, renting out capacity from clouds because, you know, Meta doesn't know how to run a GPU cluster.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 1:14:53 Jason Calacanis Microsoft, Uber, Coinbase, Meta, Google.
Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
- ▶ 6:59 Jason Calacanis Build your own, build your own Facebook, build your own Instagram, build your own Twitter slash X, uh, TikTok, whatever you'd like to build, and you can have whatever standards you like on your platforms.
- ▶ 34:22 Sarah B. Rogers And you're, you're reaching out to Twitter, to Facebook, to Instagram, saying, hey, you know, we can't force you to take these posts down under the First Amendment, but we'd really appreciate if you did.
- ▶ 36:01 Sarah B. Rogers And this whole fact pattern where these, where these American NGOs were working with the American government to send kind of forceful, they allege not technically coercive emails to, to Twitter and Meta, um, that was an attempt by these…
All-In's 2026 Predictions
- ▶ 52:18 Chamath Palihapitiya Well, if you just look at what Facebook tried to do, they tried to buy Manus for two and a half billion dollars. 2 times in the scene
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 1:08:43 Chamath Palihapitiya We have to pay electricians between 507 150,000 dollars a year, which is more than what we pay the engineers that work at the models at a Facebook, but it's an example to your point of just the economy has created earnings potential across…
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 11:53 Tony Hinchcliffe Shamath at one point was a senior executive at Facebook where he spearheaded several projects like Facebook Phone, Facebook Home, and Facebook Beacon. 2 times in the scene
- ▶ 11:53 Tony Hinchcliffe Shamath at one point was a senior executive at Facebook where he spearheaded several projects like Facebook Phone, Facebook Home, and Facebook Beacon.
- ▶ 11:53 Tony Hinchcliffe Shamath at one point was a senior executive at Facebook where he spearheaded several projects like Facebook Phone, Facebook Home, and Facebook Beacon.
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 8:33 Chamath Palihapitiya So for example, when you look at when Facebook bought Instagram for a billion dollars, that turned out to be a huge bet about the future.
- ▶ 17:11 Chamath Palihapitiya The best example was Meta and Scale AI.
- ▶ 40:58 Jason Calacanis And he said he was in a Facebook group, which was the Prager army. 2 times in the scene
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 2:14 Chamath Palihapitiya So that's sort of that market, but above it at the model market, it reminds me frankly, a lot of when we were building Facebook, I remember sitting around our senior executive team, six of us looking at MySpace, who was an order of…
- ▶ 8:50 David Sacks I guess Meta sort of hit some headwinds, but they're going to continue investing tremendously in AI and they've got deep pockets to do it.
- ▶ 11:08 Jason Calacanis Meta is forcing you to use their AI search, which is pretty bad, I'll be honest. 2 times in the scene
- ▶ 15:38 Jason Calacanis That's my prediction for Google, and I think Meta will be right behind them. 3 times in the scene
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 36:30 Chamath Palihapitiya Facebook, I think, is
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 3:36 Jason Calacanis He was accusing also, he's got the Palantir short, but on the AI side, he was saying, hey, Meta and Oracle have been cooking the books with a hundred and seventy-six billion in hidden depreciation to inflate earnings by over 20% in…
- ▶ 39:45 Jason Calacanis But if you're Google or Facebook, 2 times in the scene
- ▶ 40:54 Jason Calacanis And then you would have Google, Facebook and Meta saying, instead of give me, you know, a 100,000 of these at the rack rate, they would be saying, Hey, I need 10 of these for sure.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 7:21 Chamath Palihapitiya Facebook's was terrible.
AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment
- ▶ 14:56 Ari Emanuel And they want to scale up and they have X amount, they'll probably start on YouTube or start on, uh, or start at Facebook or start on our Twitter.
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
- ▶ 4:58 Chamath Palihapitiya The back doors that it seemed that the Biden administration had to places like Facebook and places like Twitter to just suppress scientific thought and debate as you just talked about.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 1:12:32 David Friedberg Has it heard Facebook?
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 1:10:50 Chamath Palihapitiya It's not like Google, Amazon, Facebook gets credit for their cash. 3 times in the scene
Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
- ▶ 5:25 Chamath Palihapitiya You know, famously, um, my HR lead at Facebook introduced me to her then boyfriend, Ben Silberman.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 55:42 David Sacks And then all the fiber ended up being used because, you know, social networking came along, Facebook came along, YouTube came along.
- ▶ 59:26 Chamath Palihapitiya Separately, I think Meta was the one that published this.
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
- ▶ 11:34 David Sacks Twitter, Facebook, all of them.
- ▶ 12:37 Neal Mohan Like what Twitter does is different than what, you know, some of the meta platforms do, which of course is very different than what YouTube does, and you could argue, um, as witness from the rest of this conversation, that we probably have…
Alibaba's Joe Tsai on US-China Rivalry, AI Future, Owning the Nets/Liberty, Caitlin Clark's Impact
- ▶ 12:49 Chamath Palihapitiya I think there was reported ByteDance's revenue just passed Meta's revenue.
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 50:05 David Sacks Now, there were some American efforts that have been important, so Meta, most notably, has invested billions of billions of dollars in Lama, but the release of Lama IV, I think, was considered disappointing by a lot of people, and now… 2 times in the scene
- ▶ 54:07 Chamath Palihapitiya The data center costs are higher, and it's the Metas, the Googles, the Apples, the Amazons who have hundreds of billions of free cash.
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
- ▶ 1:13:23 David Sacks Zuckerberg had said the same thing about meta and the Twitter files informed us about the same thing, but now YouTube has finally acknowledged that. 2 times in the scene
Eric Schmidt on AI, the Battle with China, and the Future of America
- ▶ 6:08 Chamath Palihapitiya Eric, we had a major open source initiative, um, with Meta. 3 times in the scene
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- ▶ 57:58 Jason Calacanis I think the Trump administration did a great job on this one, just calling balls and strikes of not making sure Meta got it, or somebody who has already a lot of algorithmic control over what society's seeing, and back to the algorithm. 2 times in the scene
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
- ▶ 10:22 Anatoly Yakovenko Um, I think all the stuff that people have tried, it's kind of like early 90 days, experimentation, Frontster, all of those things failed until there was a critical mass of people that understood how the web works and then Facebook took…
Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 8:03 Jason Calacanis Understanding of the market and the same thing I did with Facebook, having listened to Chamath talk about it all these years and Brad Gerstner talk about all these years.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 12:09 Chamath Palihapitiya I remember when I was in the middle of helping build Facebook, we went through that whole cycle.
- ▶ 30:51 Jason Calacanis On Tuesday, the New York Times reported that Meta was looking at downsizing its AI division as part of a larger restructuring. 4 times in the scene
- ▶ 34:39 Chamath Palihapitiya I think the simplest way to make the bull case is if you look at the CAGR on their Maos and the conversion from Maos to Daos, you essentially take a small minor percentage of the Facebook or Google terminal ARPU and apply it to some number… 2 times in the scene
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
- ▶ 3:23 Senator Eric Schmitt And so if you go back in time, right, to, to in 2022, you had seen, to your point, Jason, you had seen, um, sort of Jen Psaki at the podium talking about, hey, we're flagging this for Facebook. 2 times in the scene
- ▶ 9:00 Jason Calacanis Is there a way for the FBI, for the CIA, for our government to say to Twitter, to Facebook, hey, you've got people here who are foreign adversaries.
- ▶ 11:02 Senator Eric Schmitt Um, what was happening on Facebook contributed to his election and it shouldn't have happened.
- ▶ 21:50 Jason Calacanis It's a reasonable thing for Facebook or Twitter in my mind to say, okay, maybe we wait a week.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:06:57 Jason Calacanis In large part, because we had some of these mega hits, the Googles and Facebooks and Amazon worlds, you know, coming to fruition and just going on a tear.
- ▶ 1:17:42 David Friedberg Facebook's such a great example.
- ▶ 1:19:15 Jason Calacanis Understanding of the market and the same thing I did with Facebook, having listened to Chamath talk about it all these years and Brad Gerstner talk about all these years.
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 38:29 Donald J. Trump In a few months, Meta, Amazon, Google, Microsoft are all investing three hundred and twenty billion dollars or more in data centers and AI infrastructure this year.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 41:10 David Friedberg I felt like Meta backed off on it a little bit. 3 times in the scene
- ▶ 51:26 Chamath Palihapitiya Everybody started to feverishly do the math, because if he has fifty million H 100 equivalents, then OpenAI will have that much or more, Meta will have that much or more, Google, et cetera, et cetera, et cetera.
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 1:11:05 Chamath Palihapitiya You worked at Facebook. 6 times in the scene
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