Meta, every mention
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tap a year for its mentions
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
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 28:41 Bill Gurley Speaking of dominating and meta, uh, several of the large, uh, companies reported last week, Brad. 10 times in the scene
- ▶ 53:56 Bill Gurley That's like Instagram and WhatsApp, what he's saying and what meta did.
- ▶ 1:14:58 Brad Gerstner Tometa, et cetera, of this change, right? 2 times in the scene
- ▶ 1:17:08 Aaron Levie Facebook, obviously, you know, expanded dramatically in India and UK.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 24:53 Brad Gerstner Things like Meta and Uber and NVIDIA, they all had massive pullbacks. 5 times in the scene
- ▶ 31:02 Brad Gerstner You know, after Meta has moved from 90 bucks a share to 380 dollars a share, um, I still think there are great returns to be had here, but the returns are much more normalized.
- ▶ 52:11 Brad Gerstner Who were the companies that were going to follow Facebook in terms down the path of layoffs and getting fit?
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