Meta AI, every mention

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every year anyone Brad Gerstner 11Bill Gurley 1

Verbatim, from the transcripts: the passages where Meta AI comes up

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Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Mar 2, 2025 · 2 mentions

  • ▶ 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

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 1 mention

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 2 mentions

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 1 mention

  • ▶ 40:41 Brad Gerstner And Mark mentioned that there are hundreds of millions of people using Meta AI, but they're not really paying a subscription and using a standalone product, right?

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 3 mentions

  • ▶ 6:31 Bill Gurley You know, first, um, he made meta AI free, and he didn't, he didn't proclaim that this was temporary, or that he might pull it up later, and so, you know, that combined with, I think, perplexity claiming they're going to have an ad…
  • ▶ 46:04 Brad Gerstner Now it has meta AI with vision. 2 times in the scene

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod Mar 21, 2024 · 1 mention

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 2 mentions

  • ▶ 25:30 Brad Gerstner And so, it would be surprising to me if we don't see Meta AI, and Microsoft, and ByteDance, and Perplexity, and all the others who are providing answer engines, ChatGPT, coming at them below margin, ok? 2 times in the scene
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