Meta Platforms, every mention
22 scenes · ← back to Meta Platforms
tap a year for its mentions
every year anyone Benedict Evans 50Toni Cowan-Brown 7Jay Goldberg 1
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Token pricing
- ▶ 18:06 Benedict Evans Kind of Microsoft and Meta and say, well, they executed their way into a network effect. 3 times in the scene
Google's Antitrust case
- ▶ 6:42 Benedict Evans Actually, it just occurred to me saying this, that on the one hand, the EU says that, um, um, a consent banner is a bad default option from Meta, because you're asking the user to make this choice, and they don't really understand it, and… 2 times in the scene
Apple's Vision Pro
- ▶ 20:59 Toni Cowan-Brown Do you, it's always one of those, also when you're talking about Meta has the price point, and Apple right now has the quality of the product, of do you think if the price point was lower, would more people
Threads
- ▶ 6:53 Benedict Evans And so now you've got this urge, no, we've got to go, we've got to go to something else and meta launches into that.
Vision Pro, two weeks on
- ▶ 10:58 Benedict Evans Um, and so it, but if it kind of means anything, the way that Meta and Mark Zuckerberg always talk about it is like, it's this other place and this other thing. 2 times in the scene
- ▶ 24:49 Benedict Evans Where does that leave Meta? 3 times in the scene
Apple Vision
- ▶ 10:02 Benedict Evans I feel very sorry for Meta because they spent, you know, however many tens of billions of dollars on their product that, you know, no one's really, only a couple of million people are really using and doesn't have traction. 5 times in the scene
- ▶ 16:26 Benedict Evans And what Mesa does, and it's again, it's a limitation of the quality of the graphics. 3 times in the scene
ChatGPT versus Google
- ▶ 31:05 Benedict Evans There's a PC upgrade cycle point in this, and then there is a, um, Apple, well, not to some extent Apple, but certainly meta, Google, Facebook, particularly Google CapEx point in this. 2 times in the scene
Why are chips interesting again?
- ▶ 7:21 Jay Goldberg Facebook, John Deere, all the car companies, all these sort of non-chip companies are looking to build their own chips.
No Soup for You! Regulating tech M&A
- ▶ 34:19 Toni Cowan-Brown But I think more than anything, like whether it was Microsoft, Activision, Meta, within, you name it, whether it's Slack, Salesforce, I think what's more interesting here is the border conversation about acquisitions in tech and how to…
Figma, unbundling and $20bn of antitrust
- ▶ 15:24 Toni Cowan-Brown I was, yes, I was going to bring us back to that because it was only a couple of, not even a month ago that we talked about, um, about within and the FTC, um, lawsuit against Meta on that, um, which to your point, there's a crackdown…
- ▶ 24:52 Benedict Evans Do they just care about Facebook and Amazon? 2 times in the scene
Asking the dumb questions
- ▶ 13:03 Benedict Evans Taking 25% off the top of Facebook. 2 times in the scene
How to think about tech
- ▶ 31:59 Benedict Evans Books is a much bigger industry, but it has no strategic value to Google or Apple or Facebook.
- ▶ 33:46 Benedict Evans Particularly crypto, but also to some extent VR, which obviously Facebook now wants to rebrand Metaverse, is everyone I speak to in the last couple of weeks wants to know what Metaverse is.
The Meta reality
- ▶ 0:05 Benedict Evans Um, meta, meta, meta. 16 times in the scene
- ▶ 22:42 Benedict Evans I mean, I talked about, you know, what the demo was earlier, and this is sort of feeling that I've been having about, which is probably something I should write about, which is if you think like, what is all the, the interesting stuff… 3 times in the scene
Metaverse - beyond the buzzword
- ▶ 8:08 Benedict Evans And now you hear people at Facebook saying, well, we're going to build the metaverse.
Regulation - Who will notice?
- ▶ 9:09 Benedict Evans I mean, I said, you know, breaking up Facebook. 2 times in the scene
Shopify and digital transformation
- ▶ 13:07 Benedict Evans Um, I mean, this is, it's funny when we talk about giant companies, about Google, Apple, Facebook, Amazon, people use this word platform, and so they've sort of forgotten what platform means.
The FTC and Facebook
- ▶ 0:03 Toni Cowan-Brown Today we're talking about the FTC and Facebook. 4 times in the scene