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Buchheit: Meta faces existential threat as users switch from Instagram to ChatGPT

Paul Buchheit · Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power · Jul 23, 2025 · at 1:11:48

Paul Buchheit, creator of Gmail and partner at Y Combinator, discusses Meta's competitive position in AI during a panel discussion.

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“Facebook has clearly fallen behind and that's a real threat, right? Because Facebook actually competes with AI. Like, people are switching from Instagram to ChatGPT.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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