Meta AI
also referred to as: meta.ai
4 statements across 3 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 12 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (11), Bill Gurley (1)
tap a year for its mentions
2025 2 mentions in 1 episode
2024 10 mentions in 6 episodes 2 per episode
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Meta AI, oldest first
Feb 22, 2024 bullish
Feb 22, 2024 bullish
Gerstner: Apple will use small on-device models and delegate complex queries
“Think about what Apple's going to do maybe more like a small language model. Like, really understand all the language, really understand everything about me, really understand how I interact with all these applications, and then when I have a deep problem I ne…”
Sep 25, 2024 bullish
Mar 2, 2025 bearish
Gerstner: Meta AI productization is just an unimpressive search box
“As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right? It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.”