Meta Platforms, every mention
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tap a year for its mentions
every year anyone Jason Calacanis 83Chamath Palihapitiya 65David Friedberg 24David Sacks 22Brad Gerstner 10Thomas Laffont 6Gavin Baker 3Keith Rabois 2Brian Armstrong 2Aaron Levie 2
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 2:14 Mark Cuban And you know, and what's happening now is the market leaders, Google, et cetera, Meta, they're borrowing hundreds of millions, billions of dollars.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 57:38 David Sacks I mean, in a way that was what I think Meta's original strategy was, was that Lama was going to be open, but then they actually, they sort of backed away from open a little bit, but it's just kind of an obvious strategy, right?
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:00:46 Jason Calacanis Cuts at Meta with the fact that he has put, uh, spyware on everybody's laptop to study every employee to make their training data better. 2 times in the scene
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 5:38 Gavin Baker But I was excluding, you know, a lot of the returns to this GPU spend have come from, you know, better recommender systems at Facebook and Google.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 26:25 Chamath Palihapitiya There is no world in which Google and Meta and Apple and Amazon could be viewed as being penalized in valuation.
- ▶ 1:02:12 Brad Gerstner Meta's trading at 17 times fully taxed gap earnings.
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 1:01:22 Brad Gerstner And by the way, to Chamas point, do not count out meta, right? 2 times in the scene
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 1:08:24 Jason Calacanis Meta's doing them.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 15:44 Jason Calacanis Meta tried to do their own project, and they gave up on that project based on my insider information because the government felt 2 times in the scene
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 8:09 Jason Calacanis Meta has started to eliminate in their organization four years ago.
All-In's 2026 Predictions
- ▶ 53:52 Jason Calacanis 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 Amazon going out and trying to buy
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 3:05 Chamath Palihapitiya It favors Meta, although Meta's quite behind.
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 29:57 Chamath Palihapitiya And ultimately what he doesn't appreciate is that obviously Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 1:15:49 David Sacks Social network and overcome all of Meta's or in that time, Twitter's network effect, right?
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 1:17:10 Jason Calacanis For that, I bought a bunch of stocks that went on on Facebook and a bunch of other ones, uh, when you were talking about this.
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 6:30 David Friedberg Facebook's such a great example.
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
- ▶ 6:10 Senator Eric Schmitt You had Meta.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 20:18 Gavin Baker Um, you know, Meta just reported a quarter with revenue significantly ahead.
- ▶ 1:37:25 Jason Calacanis I got the, um, I bought the Ray-Bans from Meta and I used them on my recent trip to New York 2 times in the scene
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 51:26 Donald J. Trump The people of open AI, Google, Meta, and countless startups are proving once again that America is impossible.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 1:02:00 Chamath Palihapitiya And then there was a, there was a post this weekend that, that said that there was a person that was offered a billion dollars over four years by Meta.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:13:53 Chamath Palihapitiya You can probably try to stand up your own AI org, but I suspect you're going to get the person that didn't get an open AI offer, didn't get a meta offer, didn't get a Google offer, didn't get an eighty-ninety offer, then didn't get an…
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 0:20 David Friedberg OpenAI has SAM, XAI has Elon, Meta has Zuck, Microsoft has Satya.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 1:29:55 Jason Calacanis The fact that YouTube and Android and AdSense were purchased by Google made it into the massive success it is on a global basis today, and the fact that Meadow was able to buy things.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 11:58 Gavin Baker You know, if you're meta
- ▶ 35:02 Chamath Palihapitiya When I was helping to run Facebook, I was a signatory. 4 times in the scene
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 48:02 Chamath Palihapitiya It has rewarded the employees and the stockholders of Apple or Google or Meta, but that's not everybody.
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 1:11:31 Chamath Palihapitiya The only other company that has anywhere close to the same credibility is Meta. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 40:47 Chamath Palihapitiya I think the, the really, all the pressure right now, I think is on Meta, because I think Meta has to show up with the next iteration of Llama that beats and exceeds Gemini, that exceeds R-one. 6 times in the scene
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 16:53 Chamath Palihapitiya The one thing to remember, like, for example, in the inauguration, I know that you saw the picture and it was basically like Meta, Google, Apple, Amazon, Tesla, kind of CEOs, et cetera, founders.
- ▶ 35:37 Thomas Laffont So if we look at DAUs, Mother Blue or Meta, as we love to know, the Facebook hat roughly, right, has about two hundred million DAUs. 5 times in the scene
- ▶ 51:58 Thomas Laffont Does it disadvantage a meta as an example, right?
All-In Inauguration Day Livestream with the Besties from Washington, DC!
- ▶ 1:12:43 Mark Pincus And, and this guy, Jared, from Facebook was CEO, and he's like, Pincus, you idiot.
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- ▶ 46:32 Aaron Levie Chamath, you'll like this because it came out of Meta. 2 times in the scene
- ▶ 57:44 Jason Calacanis Meta wrote a letter to California's Attorney General on OpenAI's for-profit conversion two months ago. 5 times in the scene
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 57:44 Keith Rabois Whether it's Meta, Google,
- ▶ 1:08:33 Keith Rabois And think about where Meta would be had they not been able to acquire Instagram.
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 1:05:13 Jason Calacanis And I guess that's the challenge, you know, meta doing AI across its entire enterprise, you might see in Google, you might see it. 2 times in the scene
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 11:43 Jason Calacanis Meta would not be where 2 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 46:09 Chamath Palihapitiya If the DOJ is going to go after Google, and by the way, the interesting thing, Jason and I mentioned this to you, is that in the same article that floated the trial balloon about this remedy of a Google breakup, the headline in the Wall… 4 times in the scene
Peter Thiel: The Coming Collapse No One Is Prepared For
- ▶ 42:45 Peter Thiel Um, open air or any of these things, you should really be focusing on the NVIDIA question, the chips question, and the fact that we're not able to focus on that, that, that tells us something about how we've all been trained.
JD Vance | All-In Summit 2024
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 25:51 David Friedberg In the same way, Amazon and Microsoft and Meta have all invested tens of billions of dollars in innovation. 3 times in the scene
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 1:19:36 David Friedberg 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…
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 19:07 Jason Calacanis Meta down six percent. 2 times in the scene
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 53:33 Jason Calacanis And the number of CIA, former CIA, former FBI Justice Department people working at the Googles, Facebooks, Metas, Apples of the world is like a very large number.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 1:29:36 David Friedberg I can tell you Meta and Amazon. 2 times in the scene
Sheryl Sandberg, plus open-source AI gene editing explained
- ▶ 1:45 Jason Calacanis Paradoxically, they, they don't go by those names anymore, Alphabet and Meta.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 20:25 Chamath Palihapitiya Meta was an example of the Sharps taking a line, which I think is very accurate, and Tesla was the other great example this quarter. 6 times in the scene
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 4:11 Chamath Palihapitiya Based on all the needs of like OpenAI and Meta and everybody else, which is a- Wait, but that's a smaller physical footprint, is that right?
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 56:30 David Friedberg If TikTok gets banned in the US, it's going to benefit Meta.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 26:48 Jason Calacanis And Meta, which are producing open source software. 2 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 10:57 Chamath Palihapitiya I've only met him once, but I have a great story to tell about Masa when I was at Facebook.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 3:11 David Friedberg If you've used like the meta.
- ▶ 20:52 Jason Calacanis Meta is continued their unbelievable run and snap dropped by. 10 times in the scene
- ▶ 25:04 David Sacks Well, I mean, Facebook or Meta has a pretty similar concept. 19 times in the scene
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 1:00:55 Jason Calacanis And then Google and Facebook, man, they went on heaters, YouTube, Instagram, WhatsApp, and that was the golden age of M&A.
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 28:54 Chamath Palihapitiya Better than Facebook.
- ▶ 1:04:15 Chamath Palihapitiya So the only winner in all of this is Facebook and Google. 2 times in the scene
E159: The Bestie Awards! Recapping the best and worst of 2023
- ▶ 32:04 Jason Calacanis I picked Facebook for my biggest surprise this year. 4 times in the scene
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 56:31 Chamath Palihapitiya What happens if you're a foreigner that's on an H-one B at Facebook or, you know, Microsoft?
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:22:52 Chamath Palihapitiya Didn't, uh, didn't Facebook announce a new pair of glasses today?
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:10:37 Brad Gerstner And so you and I invested in, you know, Meta and a lot of other things that were on their ass.
- ▶ 1:14:45 David Friedberg And he was a leader at Facebook after Google, but he did this tweet last month. 2 times in the scene
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 46:33 Chamath Palihapitiya And I think it just wastes taxpayer money by funding these frivolous lawsuits that then sophisticated organizations like Microsoft and meta just win.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 1:12:28 Brad Gerstner Not on that, but I mean, I think, you know, you bring up this thing about meta, you know, did anybody pay attention to, you know, Zucks launching project 92, right? 2 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 1:04:19 Chamath Palihapitiya I think it's Facebook. 3 times in the scene
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- ▶ 14:58 Jason Calacanis And to, and to make the stock go up worked incredible for Facebook.
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
- ▶ 0:25 Chamath Palihapitiya People have been peeling my nuts since the Facebook IPO.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 51:21 Jason Calacanis You really do need to understand, fundamentally, because we're talking about public markets here, the Facebook analogy, what is the ultimate earnings, what is the ultimate cash that is going to get thrown off this business, and that's what… 2 times in the scene
- ▶ 59:20 David Sacks Facebook's up 25%.
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
- ▶ 5:00 Chamath Palihapitiya Meta has 18.4%, and Amazon has 11.7.
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 1:13:21 Chamath Palihapitiya How would we react if the government had a golden vote and a board seat on Meta?
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 1:03:33 Jason Calacanis And as we talk about austerity and doing more with less and the 80% less people running Twitter now or Amazon laying off 18,000 people Salesforce laying off 8000 Facebook laying off 10 and probably another 10,000.
E110: 2023 Bestie Predictions!
- ▶ 38:48 Chamath Palihapitiya Facebook.
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 47:51 Jason Calacanis My runner up, Meta stock collapsing.
- ▶ 1:24:56 Jason Calacanis Should we expect they're embedded at Meta and that they don't get warrants and they're kind of tipping the scales?
- ▶ 1:52:26 Jason Calacanis I am going to go with me for me, it's meta. 7 times in the scene
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 1:43:19 David Friedberg Cal, it also seriously speaks to the amount of excess, and it's really going to rationalize probably based on the conversations we had today about Twitter, Meta, Google, Amazon, Amazon, and this as well.
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 7:23 David Friedberg I think that was the, so I just sent you guys this link from this analyst and he said that Twitter was bought at 172 dollars per monthly active user compared to 81 dollars per monthly active user at Meta where they sit today.
- ▶ 31:19 Jason Calacanis Alright, let's talk about meta.
- ▶ 58:13 David Friedberg So the, um, meta spend. 8 times in the scene
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 27:36 Brad Gerstner At Meta would literally only take them back to where their personnel expense was in 2021. 3 times in the scene
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 21:33 Jason Calacanis Like the idea that Facebook could focus on, you know, a fourth, fifth, sixth thing is going to go away.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:21:54 Jason Calacanis You know, in the late stage of the private, everybody knew Facebook was a winner in the late stage private market.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 38:11 Jason Calacanis And so, uh, right now they, they, it's looking pretty bleak for Facebook because of the headwinds they have. 5 times in the scene
#AIS: Palmer Luckey on Anduril
- ▶ 28:23 Jason Calacanis I was hoping to talk about your new thing, but I guess since we have no choice but go here, well, what happened at Facebook?
#AIS: Pear VC’s Mar Hershenson on making successful founders
- ▶ 1:24 Mar Hershenson Uh, he created the first prototype of the Oculus Rift at 17, and he sold the company to Facebook at 22.
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 9:24 Brian Armstrong You know, Google and Facebook, they were just kind of one upping each other on like higher and higher salaries. 2 times in the scene
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 48:54 Brad Gerstner Amazon, Google, Apple, and Facebook.
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 55:33 Jason Calacanis Obviously, Facebook has bet the farm on Meta. 9 times in the scene
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 1:01:11 David Friedberg You could buy, you could put all your money back into Facebook or back into forget Facebook. 2 times in the scene
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 29:46 Jason Calacanis When you say no pricing, you mean Facebook and Google. 4 times in the scene
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 29:04 Chamath Palihapitiya The cryptocurrency business of Meta. 5 times in the scene
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 1:23:17 Jason Calacanis Samsung, Facebook.
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 1:13:25 Chamath Palihapitiya I think on the meta thing, I think the, the risk is if Google and Apple take the hardware costs to zero, because I think there's an incentive in a highly fragmented ecosystem. 3 times in the scene
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- ▶ 1:01:35 Chamath Palihapitiya And so this is the, this is the point, which is, I think, practically speaking, the beginning of what Microsoft went through, Facebook is going to have to navigate. 3 times in the scene
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 26:49 Chamath Palihapitiya And it's funny, because if you look at the stock prices of these companies, you you would have made more money being long United Healthcare than you would have been owning Facebook, Google, any of these other tech companies in the last…
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 5:36 Jason Calacanis She brought up Facebook buying a Novo, um, the reportedly spyware VPN to give them a little advantage as to what was being used on phones and maybe give them a little product roadmap information. 6 times in the scene
E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- ▶ 12:20 Chamath Palihapitiya You know, Facebook, Netflix, Alibaba.
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