Meta Platforms, every mention
31 scenes · ← back to Meta Platforms
tap a year for its mentions
every year anyone Brad Gerstner 51Bill Gurley 10Thomas Laffont 1Jensen Huang 1Gavin Baker 1Dylan Patel 1
Verbatim, from the transcripts: the passages where Meta Platforms comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 2:59 Gavin Baker Did a great analysis here, and he shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:23 Bill Gurley The transaction that comes to my mind when I think of that is there was one where Microsoft, I mean, meta agreed to pay for the failure of debt on a facility where they don't own the debt, you know, and to me, that's classic off balance…
- ▶ 39:35 Bill Gurley I'm just, I wonder what the team at Meta, like, they might just be kicking themselves, like, with all the money they spent on that coin, everything they wanted to do on WhatsApp, like, they should be running back at it. 4 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:14 Jensen Huang Hyperscale like, ah, like Meta's a hyperscale.
- ▶ 59:36 Brad Gerstner It's funded by Meta.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 31:36 Bill Gurley But I think in the past 12 months, we, I, we've seen, um, OpenAI, Meta, and certainly X, you know, move into this place.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 49:22 Thomas Laffont At the same time as AI comes in, now the company's lean and mean, innovates, outcompetes companies like Google and Meta, doubles the size of the company as the employee count is down over 35%.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:21 Brad Gerstner I just saw a random tweet before we came in here, you know, somebody estimating that the revenue hit to Meta this year from reduced advertising by the merchants, Chinese merchants on Meta like Timu is like seven billion dollars. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 0:03 Bill Gurley We'll do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 35:49 Brad Gerstner When I invested in Google in 2005, when I invested in, you know, Meta, when the IPO broke and we looked at those late stage private rounds, I certainly remember the Microsoft round in a Meta at fifteen billion that was roundly criticized… 3 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:09 Brad Gerstner Meta has an incredible installed base.
- ▶ 15:41 Brad Gerstner So let's talk about Meta. 5 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:57 Brad Gerstner Remember the, the letter to Meta time to get fit.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:18:28 Dylan Patel Uh, Meta's, Meta's ramping up mostly still for recommendation systems, but their custom chips are gonna get better.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:20:02 Brad Gerstner Is Reuters recently reported that Chinese researchers developed an AI model for potential military use on the back of Meta Llama, right? 2 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 12:12 Bill Gurley And if this company happens to be, you know, the next Google, the next Meta, we've seen how those compound over 20 years, and it'll work out.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 48:07 Bill Gurley You know, we go back to the meta example where they went public, stock went down, Wall Street says, you're not ready for mobile.
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00:26 Brad Gerstner Because of Nvidia, because of Meta, because of Google, because of Microsoft, the power needs that they have. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:15:28 Brad Gerstner You know, I would say when it comes to agents, the person who I think has talked most eloquently about it is doing a ton of work is Zuckerberg at Meta.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:16 Brad Gerstner So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.
- ▶ 15:24 Brad Gerstner In the case of Meta. 5 times in the scene
- ▶ 22:15 Brad Gerstner Um, but certainly Meta is, you know, uh, however you want to define it, 4 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:01 Brad Gerstner I think Meta's going to get there. 6 times in the scene
- ▶ 25:25 Brad Gerstner Well, there, there's no doubt that if you build, you know, um, and I think that's the bet they're making, and frankly, um, you know, listen, this is like, the reason we talk about this every week is only three or four weeks ago, Bill, that…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:19 Bill Gurley We, we often talk in, in Silicon Valley about the Googles and the Facebooks of the world, but most people don't make it there, and so it's a hard, steep climb, and you need to have realism about what's available to you.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 59:39 Brad Gerstner Meta's going to have one.
- ▶ 1:05:03 Brad Gerstner Nvidia was at 125 dollars a share, and Meta was at 90 dollars a share, ok? 2 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 59:28 Brad Gerstner I think what's likely, you know, being commingled here is I presuppose that Apple is also talking to Google, to Meta, to OpenAI and others about bringing those models in, right, as part of a generative search application that will sit on… 3 times in the scene
- ▶ 1:07:40 Brad Gerstner Which, of course, um, you know, we saw President Trump tweet, like, the implications of what that, you know, makes Meta more valuable or, or more powerful, as he suggests, uh, or perhaps these other US companies.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 44:00 Brad Gerstner Well, I know we're going to want to move to the topic of chips here in a second, but before we get there, we touched on Microsoft, we touched on Google, we touched on Apple, just by way of comparison, and people have heard me talk about… 8 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 41:01 Brad Gerstner You know, like the letter to Met on time to get fit saying up front