Meta, every mention
107 scenes · ← back to Meta
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every year anyone Brad Gerstner 157Bill Gurley 51Sundeep Madra 12Sunny Madra 7Dylan Patel 5Aaron Levie 4Jensen Huang 3Satya Nadella 2Michael Dell 2Apoorv Mehta 2
Verbatim, from the transcripts: the passages where Meta comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 36:55 Brad Gerstner You know, we had this chart last week, right, that came out, everybody was sending around Twitter, conveniently timed, and, you know, it's like, shows the average max drawdown post IPO for, like, 20 companies from Facebook, Twitter,…
- ▶ 1:02:19 Gavin Baker I would say Meta and Microsoft have been probably disappointing.
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 7:07 Apoorv Mehta Social, same thing with Meta. 2 times in the scene
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 27:40 Ali Ghodsi It ended up being, you know, things like Facebook for friends, and things like Airbnb for rentals, and Uber for your cab industry, and, you know, Twitter, and so on.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:50 Brad Gerstner Google, Meta, Microsoft, Satya, you had your earnings yesterday, you know, and we heard consistently not enough compute, not enough compute, not enough compute.
- ▶ 23:00 Brad Gerstner You are in position to do an IPO, and the rumored trillion dollars, again, just to contextualize for listeners, if you guys went public at 10 times a hundred billion in revenue, right, which would be, I think, a lower multiple than…
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 23:32 Brad Gerstner And just remember a couple of years ago in 2022, when Meta stepped up their capex spending on reality labs, the stock got obliterated because people said, what the hell are you doing? 4 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:12 Jensen Huang Um, uh, Meta, just as what Zuck and Meta has with us, uh, it's exactly a direct.
- ▶ 12:14 Jensen Huang Just feeding the Metas, the Googles, the ByteDances, the Amazons, and take their classical, traditional way of doing hyperscaling and moving into AI, that's hundreds of billions of dollars. 2 times in the scene
- ▶ 19:00 Brad Gerstner Zuckerberg said last week on a podcast, you know, he said, listen, I think it's quite possible at some point that we will have an air pocket, and Meta may in fact overspend by ten billion dollars or whatever, but he said it doesn't matter. 4 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 52:07 Brad Gerstner Um, you've obviously got Meta already, uh, uh, you know, with Llama out there on the open source front.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 16:58 Sunny Madra And then we have all the efforts by Meta.
- ▶ 18:09 Bill Gurley You know, you look at what Facebook did with the Open Compute Initiative inside of their data centers.
- ▶ 21:47 Sunny Madra Um, with OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones. 6 times in the scene
- ▶ 24:54 Brad Gerstner So, and the only real big development, you know, we may see some of these new startups, Bill, we may see a reboot out of Meta, but the, the one that has, I think everybody really holding their breath and hoping that we see something really…
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 36:11 Brad Gerstner Um, and it, it was kicked off by, by Zuckerberg and Meta. 16 times in the scene
- ▶ 1:03:27 Michael Dell As you've seen with Google and Meta and others, uh, who are, who are deploying the ASICs. 2 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 20:22 Brad Gerstner Well, and I think that, you know, even slide 24, you know, when we were talking two years ago about ChatGPT, we knew it was off to a good start, but the question was, what's gonna happen when Meta, you know, gets its game going?
- ▶ 21:23 Bill Gurley Yeah, for listeners that don't have the slides, we're looking at ChatGPT adoption against Twitter, Instagram, Facebook, and TikTok, and it's just, 2 times in the scene
- ▶ 39:35 Brad Gerstner So, you know, as you know, for the audience, most people know that, you know, Meta has, has done this interesting structured deal. 3 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:07 Bill Gurley I mean, I guess I would love it if everyone open AI and Anthropic and Google, um, followed suit and chase meta. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:07 Bill Gurley We're only looking at physical goods, their services, and intellectual property and net income that comes from, um, companies like Metta operating around the globe.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 24:11 Bill Gurley And Meta did it with Llama here, right? 6 times in the scene
- ▶ 51:09 Bill Gurley I gotta believe the anxiety's high at Meta.
- ▶ 53:17 Brad Gerstner They have Microsoft, Meta, now Google, OpenAI, NVIDIA, Cohere, Mistral.
- ▶ 1:02:37 Bill Gurley Would do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:06:04 Brad Gerstner The point being, I, I've said about consumer markets, um, now for a while, that all my pattern recognition from Google and Meta is that these tend to be win or take most markets, that it's almost impossible to dislodge the inertia. 4 times in the scene
- ▶ 1:17:19 Bill Gurley I think that was true for Meta also. 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:05 Brad Gerstner And what I would say, the early indications to me, when you compare it, for example, to how Meta has used Meta AI, like, 2 times in the scene
- ▶ 17:14 Bill Gurley All right, go to, go to, go to Meta. 7 times in the scene
- ▶ 39:02 Brad Gerstner And so, for example, if we're looking at Facebook, or we're looking at Google, or we're looking at Microsoft, Microsoft, I think, is spending 80% of their free cash flow, right, on CapEx. 2 times in the scene
- ▶ 44:22 Brad Gerstner In the case of Google and Meta, they literally have a printing press in the back room spitting out billion dollar bills
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:53 Brad Gerstner And they said the only thing that surprised them is that it was a Chinese company that was able to get there before Meta and others, right?
- ▶ 19:52 Brad Gerstner That there was a lot of, uh, uh, trauma within, within the Metaplex last week. 4 times in the scene
- ▶ 47:52 Brad Gerstner So that would be a tax on, on the NVIDIAs and AMDs and, and, and others, and it would be a tax on Meta and Amazon and all the folks that would have to, have to pay that tax, which, which likely means that you get less chips purchased and…
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:30 Brad Gerstner If I'm at Meta today, what do I need? 2 times in the scene
- ▶ 34:51 Rene Haas Companies like a Microsoft, a Google, a Meta, an AWS, et cetera, an Amazon.
- ▶ 44:56 Brad Gerstner Um, and as I said to Bill, you know, we have certainly intramural battles between Meta and Google and x.ai and Elon and OpenAI, but we're all on Team America and unequivocally this advances us on AI at a rate and a pace that I think is,…
- ▶ 1:01:56 Bill Gurley And most of that equity value probably goes to meta, right?
- ▶ 1:10:25 Brad Gerstner Look at what's happened at Meta and these other companies.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:57 Brad Gerstner If you look at companies like Meta, they're trading at 23 times. 2 times in the scene
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024. 2 times in the scene
- ▶ 24:33 Bill Gurley There has been talk that Meta has been hiring an enterprise group and is structuring new deals, you know, around higher end versions of Lama or unlimited versions of Lama. 5 times in the scene
- ▶ 32:23 Bill Gurley Um, obviously one way to look at the, you know, we're looking at a slide, Google, Meta, Amazon, Microsoft, Apple, and they're all spending this money.
- ▶ 1:05:53 Brad Gerstner Like, OpenAI is going to be there, Meta is going to be there, et cetera.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:02 Dylan Patel You know, the only things that are even comparable are like TikTok and, and, and metas, right?
- ▶ 30:24 Brad Gerstner I look at, you know, the commentary out of X.ai that they're gonna build 200 or 300,000 GPU clusters, you know, Meta reportedly building much bigger clusters,
- ▶ 36:45 Dylan Patel Um, so when we, we, we track every data center in the world and it's, it's, it's insane how much, especially Microsoft and now, uh, Meta and Amazon and, and, and, uh, you know, and many others, right?
- ▶ 1:09:15 Dylan Patel So Meta and Microsoft are helping them with software, right? 2 times in the scene
- ▶ 1:24:40 Dylan Patel Um, I think, I think Meta and Microsoft may even take their free cash flows close to zero, uh, and just spent.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:06 Satya Nadella Uh, it's kind of like the Google or the Microsoft or, um, or the meta of, uh, this era.
- ▶ 19:49 Bill Gurley Um, I'm curious if you agree with that and how you think about the key players in the race, you know, Google, Amazon, Meta with Llama, Elon has entered the game. 2 times in the scene
- ▶ 45:20 Satya Nadella But if you said, oh, and there's Meta.
- ▶ 1:05:25 Brad Gerstner I think Meta has said the same thing.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 28:29 Bill Gurley For everyone out there, um, Meta's gotten really good at it. 3 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 31:07 Bill Gurley Did you take out, you know, you're so, we're so focused on the outlier, you know, breakout, Google meta types.
- ▶ 37:35 Brad Gerstner OpenAI got to, you know, four and a half billion dollars of revenue in a fraction of the time it took Google and Meta.
- ▶ 39:26 Brad Gerstner Like, you know, Meta had breakthroughs. 2 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:33 Brad Gerstner I was like, hey, you know, you've got, you know, accelerated inference coming from Meta with their MTIA chip.
- ▶ 36:16 Brad Gerstner Or 15 times, uh, revenue, for sure, which I, which I said, you know, when Google went public, it was about 13 or 14 times revenue, and Meta was like 13 or 14 times revenue.
- ▶ 47:47 Brad Gerstner We know that Meta's done that over the course of the last two years, and you and I have talked about, are we on the eve of just massive productivity boom and massive margin expansion, um, like we've never seen before, right? 3 times in the scene
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:12 Brad Gerstner Maybe the inference accelerator at Meta, maybe, you know, Tranium at Amazon, uh, you know, or Google's TPUs.
- ▶ 39:27 Brad Gerstner And if you look at the multiple of the business, if you believe ten billion next year, it's about 15 times the forward revenue, which is about the multiple of Google and Meta at the time of their IPO, right?
- ▶ 55:57 Brad Gerstner Of course, he worked at Pluribus in Cicero when he was at Meta.
- ▶ 1:12:48 Brad Gerstner Uh, Meta is making significant contributions to open source.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:08 Brad Gerstner He was at Meta and did Pluribus and Liberatus, won the game of six-handed poker.
- ▶ 20:45 Brad Gerstner Um, you know, and you could see this chart just, you know, it, it, it, it took ChatGPT a fraction of the time that it took, you know, YouTube or Instagram or Facebook to get to the same place. 2 times in the scene
- ▶ 27:30 Brad Gerstner Meta, I think, is probably in the second best position. 7 times in the scene
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:10 Brad Gerstner I could imagine if you had four more reactors sitting here, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for NVIDIA.
- ▶ 1:13:24 Bill Gurley You know, we've talked about Facebook's Open Compute Project where they open sourced all the elements of their data center, and, um, we heard from Marine that a lot of these operators get together and share best practices, and it strikes me
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:47 Brad Gerstner And so, but we did learn some things in the earnings reports of the last two weeks, Bill, that I think we should call out in terms of what Meta said, what, what Google said, what, ah, what, what Microsoft said about their CapEx and about… 4 times in the scene
- ▶ 1:17:49 Brad Gerstner But I imagine he's looking at the daunting amount of capex required, right, to continue to compete with Meta and continue to compete with Google. 4 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:24 Brad Gerstner Meta dropped a new model. 10 times in the scene
- ▶ 39:20 Brad Gerstner Um, remember, Meta had allocated twenty billion dollars a year to reality labs, and there was a report last week that they may, you know, tighten their belt on reality labs to the tune of 20%. 5 times in the scene
- ▶ 58:33 Brad Gerstner Microsoft, Facebook for fifteen billion.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:28 Bill Gurley and I, who knows what, I, I don't have a strong point of view on, on which, um, candidate is more likely to follow through on something on TikTok, but that would obviously be a massive boon for, for Facebook and Meta if it happened.
- ▶ 40:22 Brad Gerstner Like if Meta invests a little bit too far ahead of, of, of where the benefits are, right?
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:41 Brad Gerstner I mean, when the public markets gives you a sign, right, like it did Meta or Facebook in the fall of twenty-twenty-two when the stock goes to 90 dollars a share, right, there's nowhere, there's nowhere to hide. 4 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:44 Brad Gerstner Well, I, I mean, listen, um, look at the most recently reported number of employees at Meta.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:18 Brad Gerstner I mean, we got models being dropped by Meta with Llama III. 6 times in the scene
- ▶ 6:05 Brad Gerstner Now we have a business in Meta, right? 4 times in the scene
- ▶ 9:39 Sundeep Madra Um, that's ten billion dollar savings for us. 6 times in the scene
- ▶ 14:01 Sundeep Madra I'll take maybe just a slightly tangential view to that, which is if you think about, you know, Meta's history in open source, Open Compute Project, PyTorch, React.js, these are just infrastructure components for them. 6 times in the scene
- ▶ 37:24 Brad Gerstner You know, Meta has rolled out search across all of their apps. 3 times in the scene
- ▶ 37:27 Brad Gerstner Um, there's a search bar on Facebook, on IG, on WhatsApp.
- ▶ 53:26 Brad Gerstner Um, you know, Meta was down 15, or I think it ended up down 10 or 11%, um, and one of the major reasons it was down is Zuckerberg said, I'm gonna put the, you know, the accelerator to the floor. 4 times in the scene
- ▶ 1:03:18 Brad Gerstner Um, we talked about Meta. 3 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:10:45 Brad Gerstner We have Facebook reports, uh, Microsoft reports, Google reports.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 37:16 Brad Gerstner I think to, to give some credit where credit is due, I do think some of the adjustments, for example, that you've seen Meta make, uh, both in terms of headcount and now how they're talking about SBC as a real expense,
- ▶ 50:51 Bill Gurley Um, with Bob, you know, I, I, I saw this really interesting presentation from Gary Steele, um, who turned around Splunk in a similar way to what happened at Meta.
- ▶ 1:14:34 Brad Gerstner You got to compete against Meta and others who are going to build a personal assistant. 3 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 29:50 Brad Gerstner Um, with respect to Lama three, that was trained on Meta's H 100 cluster rumors are that it has Claude three like performance, which is pretty extraordinary.
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 3:28 Brad Gerstner Meta, Nvidia up 30, 40%, uh, even with the pullback that we had today.
- ▶ 20:30 Brad Gerstner Now, mind you, for perplexity or co-pilot or meta, et cetera, that's a great business, a 50% margin business.
- ▶ 36:22 Bill Gurley Like, meta, like, the notion that my AI would live in my WhatsApp as a,
- ▶ 45:26 Brad Gerstner This is on the core big blue Facebook product. 2 times in the scene
- ▶ 53:28 Brad Gerstner But look at a company like Timu, okay, that Pimdodo in China owns, that quickly became the largest advertiser on Facebook.
- ▶ 54:15 Brad Gerstner I think this opportunity sits in front of Meta as well,
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 26:03 Aaron Levie There's, you know, wouldn't it be great if everybody was Google or meta, that would be great. 3 times in the scene
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