also referred to as: meta
includes Facebook Messenger, Facebook Live, Facebook M, Facebook F8, Facebook Marketplace, Facebook Horizons, Facebook News Feed, Facebook Pages, Facebook Plus, Facebook Page
286 statements across 99 episodes · 92 bullish · 98 bearish · 48 people on the record · first statement Feb 24, 2021 by Wael Ghonim · said 1,624 times in 183 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (1159), Ranjan Roy (74), M.G. Siegler (71), Yann LeCun (24), Brian McCullough (21), Sir Nick Clegg (16), Y-Lan Boureau (13), Reed Albergotti (13)
tap a year for its mentions
2026 441 mentions in 60 episodes 7 per episode
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
- OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- Meta' Secret Plan To Kill The Smartphone — With Alex Himel
- 52 more episodes that year, every mention in 2026 →
2025 715 mentions in 70 episodes 10 per episode
- Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- Sora 2 & AI’s Slop Era, Death Of The Creator Economy?, Apple’s SmartGlasses Roadmap
- $100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
- AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- 62 more episodes that year, every mention in 2025 →
2024 167 mentions in 25 episodes 7 per episode
- Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research
- Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
- Meta's Generative AI Head: How We Trained Llama 3
- OpenAI Raising At $100 Billion Valuation
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Box CEO Aaron Levie — What Cheaper, Faster, and Smarter AI Gets Us
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- What The Ex-OpenAI Safety Employees Are Worried About
- 17 more episodes that year, every mention in 2024 →
2023 100 mentions in 13 episodes 8 per episode
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Palmer Luckey - Future of Virtual Reality, AI War, Autonomous Killing Machines, Militarized Policing
- Is ChatGPT A Step Toward Human-Level AI? — With Yann LeCun, Meta Chief AI Scientist
- Hamas vs. Israel Rewrites Social Media Norms
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Silicon Valley's Effective Altruist vs. Accelerationist Religious War
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- 5 more episodes that year, every mention in 2023 →
2022 145 mentions in 8 episodes 18 per episode
- Facebook Whistleblower Frances Haugen On Product, Competition, And Transparency
- How Amazon Reinvents with Artificial Intelligence
- Is AI Dangerously Overhyped? — With Gary Marcus
- Jonathan Haidt: Why Social Media Makes Our Society Stupid
- Ethereum Co-Founder Gavin Wood On What Web3 Is Actually Good For
- Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine
- Fantasy and Fact: AI, Sentience and The Dangers Of Hype, from World Summit AI
- Wait, The Robots Didn't Take Our Jobs? — With Erik Brynjolfsson
- every mention in 2022, scene by scene →
2021 56 mentions in 7 episodes 8 per episode
- Arab Spring Leader Wael Ghonim on Modern Social Media's Promise And Peril
- Unraveling The Mystery Of Peter Thiel — With Max Chafkin
- Nas Daily, Sarati, and Caspar Lee On Building A Social Media Following
- Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- Daniel Kahneman and Yann LeCun: How To Get AI To Think Like Humans (Full Episode)
- Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- Andrew Callaghan of All Gas No Brakes Goes Independent
- every mention in 2021, scene by scene →
Everything said about Facebook, oldest first
Feb 24, 2021 bearish
Ghonim: Ad-driven, investor-controlled social media models are doomed to fail
“Being excited about a tool that that that evolves around financial principles controlled by a bunch of investors trying to amass huge number of audience. And selling advertisement on it, you know, that's, that, that kind of a model in my view, it still exists,…”
Feb 24, 2021 negative
Feb 24, 2021 negative
Ghonim: Social platforms adopted content moderation due to advertisers, not public pressure
“Facebook YouTube did not want to be the ministry of truth until the advertisers decided they're not happy. And then the ministry of truth was launched you know, which is fine. I mean, I guess I guess at the end of the day, it's their platform, but I'm just say…”
Feb 24, 2021 neutral
Ghonim: Platforms can reduce polarization, but it will decrease revenue
“You can actually reduce polarization. By not building everything just around engagement numbers and you know, what to do exactly. I don't think that's the problem. The real problem is that if you do that, you make less money. That's the real problem.”
Jun 16, 2021 neutral
Sep 21, 2021 negative
Chafkin: Mark Zuckerberg's politics prioritize Facebook's growth over authorities and rules
“I think he's a libertarian and I think, which I think, you know, a hundred percent influenced by Thiel there. But I also think to some extent he has no left right politics. His politics are Whatever is going to be required to allow Facebook to grow as big as p…”
Sep 21, 2021 neutral
Chafkin: Peter Thiel heavily influenced Mark Zuckerberg's corporate control and anti-institutional ideology
“I think that Teal has had, yeah, just an enormous impact on Mark Zuckerberg. Both in terms of like how the company is structured, like the literal way that Zuckerberg you know, got control of Facebook and maintain control of Facebook. And then, but also Yeah, …”
Sep 21, 2021 neutral
Kantrowitz: Facebook named office conference rooms after countries smaller than its userbase
“When I visited the first time, the conference rooms were all named after countries that Facebook was bigger than. Yeah, you walk in, you're like walking past the Brazil conference room, like, oh, why Brazil? They're like, we're bigger.”
Sep 21, 2021 negative
Peter Thiel's rule-breaking ethos dominates Facebook and major tech companies
“That ethos, Thielism, if you want to call it that, is Basically the main ethos of Facebook, of, you know, of most of the bigger companies in Silicon Valley. This idea that the rules yeah, just aren't that important and maybe it's best to cast them aside from t…”
Sep 21, 2021 neutral
Nov 4, 2021
Dec 10, 2021 positive
May 26, 2022 negative
Wood: Social media retention relies on network effect inertia, not quality
“Look, I mean, people are hooked, right? And they're hooked because of the network effects. It's super, there's huge amounts of inertia. It's not that it's not that the product is necessarily is necessarily, like, so amazing that the individuals are using it pu…”
Jul 21, 2022 negative
Haidt: Social media toxicity began with 2009 virality mechanics, not 2004 networking
“Social media was not at all toxic in 2004, you know, when the Facebook came out and in my space, and if you're sharing photos of your dog, there's no problem. It really was the move to the newsfeed and then especially The implementation of the retweet button, …”
Jul 21, 2022 neutral
Haidt: Tech platforms cannot stop foreign disinformation without intelligence agency coordination
“Yes, of course they took some easy steps, but there is no way they can get a handle on this. This has to be, and I think they call it for this. This has to be a sort of a government-wide partnership between Coordinated between the CIA, the FBI, NSA, Facebook, …”
Jul 21, 2022 negative
Sep 29, 2022 negative
Haugen: Facebook's algorithm drove 65% of joins to German neo-Nazi groups
“In 2016, they found out that 65% of people who joined neo-Nazi groups in Germany, where they are illegal, like you can't have a neo-Nazi Facebook group in Germany, joined them because Facebook suggested that group to people.”
Sep 29, 2022
Haugen: Facebook Formed 60-Person Election Working Group in April 2020
“In April of 2020, in preparation for the U.S. Election, ah, they held an internal working group. It's like, 60 people, I was one of the people on it who were tasked with coming up with, quote, soft interventions to prepare for the election.”
Sep 29, 2022
Sep 29, 2022 neutral
Sep 29, 2022 negative
Haugen: Users Found Facebook Feeds Less Meaningful After 2018 Algorithm Change
“Back in 2018, Facebook switched from just seeing how long they could keep you on Facebook, to seeing could they drive you to do interaction. And they called it meaningful social interactions. Stuff that got more interactions was considered better content. Even…”
Sep 29, 2022 bearish
Sep 29, 2022 bearish
Sep 29, 2022 negative
Sep 29, 2022 negative
Haugen: Meta Oversight Board Scope Is Limited Strictly to Moderation Appeals
“It really should be called the content moderation appeals board because that is the entire scope of what they can do. They can't ask about the performance of the content moderation systems. They can't even ask, like, what language are the content moderation sy…”
Sep 29, 2022
Sep 29, 2022 negative
Sep 29, 2022 positive
Sep 29, 2022 negative
Sep 29, 2022 negative
Haugen: Facebook VIP Cross-Check Whitelisted Users and Delayed Reviews Three Days
“In reality, because they weren't willing to spend a very small amount of budget, they didn't actually put that second check in for most safety systems. So for most safety systems, people got white listed. So if you were in cross check, the safety systems no lo…”
Oct 31, 2022 neutral
Oct 31, 2022 negative
Oct 31, 2022 bullish
Google recognized early that controlling the platform environment wins digital advertising
“You know, why is Google better position and why is Facebook more vulnerable? It's because Google knew that to control the environment is to win. And that's how they've done it, and they've done it through this culture of collaboration.”
Oct 31, 2022 bearish
Kantrowitz predicts virtual reality mass adoption is at least five years away
“It doesn't seem like virtual reality is this technology. That's going to be mass adopted this year, or next year, or the year after that, or the year after that, maybe five years down the road. We start to see that happen, and who knows exactly how that's gonn…”
Oct 31, 2022 negative
Facebook developed blind spots by exclusively listening to techno-optimists
“And so, I think through the years of Facebook and Zuckerberg has listened to techno-optimists, People who believe in technology's power for good. You know, there was always this belief that if you connected people, that was a de facto good thing for the world,…”
Oct 31, 2022 positive
Zuckerberg navigates diverse, complex topics with rare intellectual depth
“I found him to be extremely smart. He's able to navigate many different topic areas, you know, with a level of depth that very few people can, because if you think about it, if you're running Facebook, you're looking into media, artificial intelligence, Politi…”
Nov 6, 2022 bearish
Nov 6, 2022 bullish
Enjeti: Investing in Mark Zuckerberg is one of the world's best business bets
“It's, yeah, I don't, I trust the guy. I mean, look, I'm putting aside my content, you know, anything. I'm just like, look, from a business perspective, one of the best bets in the world you could do is give Mark Zuckerberg your money in the year.”
Nov 6, 2022 bearish
Jan 25, 2023
LeCun: Meta's Galactica AI demo was pulled by its development team
“Well, so what happened was the team that worked on it, which is within FAIR is called Papers with Code. They were so distraught by the reaction that they just couldn't take it. They said like, you know, we're just going to take it down. Like this was not a hig…”
Jan 25, 2023 neutral
LeCun: Incumbents avoid releasing hallucinating AI due to reputational risk
“Whereas if you are Meta or Google, you could think about like, you know, putting out a system of this type that, you know, is going to spew nonsense. And, you know, because you are a large company, you have a lot to lose by, you know, people kind of making fun…”
Jan 25, 2023 bullish
LeCun: Meta will roll out generative AI across its multimedia services
“You're gonna see things like that popping up on, you know, Meta's services in various various places. Generating images, effects, modifying images, generating video, generating music, sound effects, Three D models. Okay. Which of course is important for the me…”
Jan 25, 2023 neutral
Jan 25, 2023 neutral
LeCun: Only large, profitable corporations can economically sustain industry AI research
“The economic model The only one I know outside of universities and philanthropy is industry research lab inside of a large company that has, that is profitable and is sufficiently well-established in this market that it can think for the long term and invest i…”
Jan 25, 2023 negative
Apr 4, 2023 negative
Luckey: Meta might have fared better using Magic Leap's closed mystique approach
“I sometimes wonder if that might have been the better play on this metaverse front, to basically tell the public, hey, we're investing in this, and it's going to be amazing, to build some internal prototypes that don't, where you don't have to spend all this m…”
Apr 4, 2023 neutral
Luckey: Smaller startups will figure out the metaverse before Big Tech
“Honestly, my bet is that a smaller player will Figure it out first, just because there's so many different approaches and it's very hard as a large company to pick one approach that will out-compete every one of the myriad of other approaches that are all comi…”
Apr 4, 2023 bearish
Luckey: Current VR hardware will not achieve mainstream everyday adoption
“None of those things are going to be ready for quite some time, and the hardware that we have today, it's good for enthusiasts, but the hardware we have today is not going to be something that the majority of people want to use, certainly not as part of their …”
Apr 4, 2023 neutral
Luckey: Meta's $13B spend only works if you believe in the metaverse
“They can't say it's only for gamers or it's specifically for these niche enterprise use cases and then spend thirteen billion dollars because it just doesn't spreadsheet out. It only works as an investment if you believe in this long-term vision of the metaver…”
Apr 4, 2023 negative
Luckey: Microsoft, Apple, or Google would have ruined or canceled Oculus
“VR wasn't on their roadmap, certainly not their ten-year or, you know, long-term roadmap. It was just an interesting thing going on. So even if they would have bought us, it would have been to, you know, use us as a gimmick to sell game consoles, or as an inte…”
Apr 4, 2023 bearish
Apr 4, 2023 negative
Aug 3, 2023 neutral
Wood: Open-source AI models require substantial deployment infrastructure and tooling
“Lama II is a excellent, very capable model, but there is a long way to go from having the model weights which are what comprises the neural network to actually building out an artificial intelligence system. And just having the model weights is super useful, b…”
Aug 3, 2023 positive
Wood: Generative AI makes ML far more accessible by eliminating model training
“One of the super interesting things about generative AI is inherently because you're not training the models yourself, you're taking models from Amazon and Meta and a whole host of other stability, AI, and just building on top of them, ah, it makes machine lea…”
Oct 25, 2023 negative
Oct 25, 2023 neutral
Kantrowitz: Meta increased metaverse spending despite its 'Year of Efficiency' cost cuts
“That's actually not what happened. They didn't cut spend at all. They, in fact, increased spend on the metaverse. I mean, they are not taking their foot off the gas pedal there, and they've just tried to trim elsewhere within the company.”
Oct 25, 2023 neutral
McCullough: Meta pushes open source AI to avoid another mobile platform dependency
“Meta does not want to be in a position where the only way they can do that with a high degree of accuracy and efficacy is to have to ping somebody else's APIs. Because again, they'll be in the position that they have been with like the iPhone and Android all t…”
Oct 25, 2023 bullish
Nov 23, 2023
Dec 4, 2023 negative
White: Effective Accelerationism just rebrands 'move fast and break things'
“I think it is mostly a rebrand of, you know, move fast, break things, which has been Silicon Valley's, you know, mantra since early Facebook. But with the added sort of religious, almost philosophy behind it, and the very effective altruist style of speaking a…”
Jan 24, 2024 bullish
Pineau: Halting open-source AI now prevents developing vital model safety practices
“My worry about closing the doors down now is that the models are only getting better. And so if we don't release them now, we really miss an opportunity to develop the muscle we need to make these models safer. And I don't think today's model are the ones that…”
Jan 24, 2024 positive
Pineau: Meta reorganized FAIR under product for faster AI feedback cycles
“The truth is right now, AI is moving so fast that it's really useful to be close to products that are in the hands of billions of people to be able to have that quick product innovation, that quick signal back to the research.”
Jan 24, 2024 bullish
Pineau: AI will achieve highly generalized, cross-domain performance by 2029
“In five years, we're gonna see really strong systems across a broad set of tasks. I have some strong conviction that, that we're on a path there. After that, you know, I don't want to bin any intelligence into narrow box, whether human or AI, but we will be am…”
Jan 24, 2024 negative
Jan 24, 2024 bullish
Pineau: LLMs are currently the fastest progressing path toward general intelligence
“It gives us a path. It may not be the path, but it gives us at least a path to move towards general intelligence. And it's an exciting one. It's one that, that we're exploring. It doesn't mean that we've stopped exploring other paths towards general intelligen…”
Jan 24, 2024
Pineau: Meta explores robotics to build physical AI, not commercial robots
“We have a research team that, that's dedicated to this. They do some work in robotics in particular because that's the best agents we have to consider physical embodiment, spatial constraints. It's not necessarily because Meta intends to commercialize robots. …”
Jan 24, 2024 neutral
Jan 24, 2024 positive
Pineau: Meta's diverse products provide an ideal testbed for AGI research
“The thing about general intelligence is you have to solve many different problems to have, you know, the ability to claim general intelligence, and fortunately, there are a lot of use cases across Meta, across our family of products, and so that's giving us wo…”
Jan 24, 2024 bullish
Pineau: Meta's next AI step change requires general and world models
“We've done a ton of work on AI on the platform over the last few years. That was what I would call more narrow specialized models. We can continue to do that, but the bigger step change are gonna come through the more general model, building foundation models,…”
Jan 24, 2024 positive
Pineau: Meta is actively exploring building custom silicon chips for AI
“We will definitely be exploring some of that. Yes. Yes. I mean, we built a lot of hardware for reality labs. We have some specific needs and, you know, as much as we, you know, look at that for the AR VR devices, there's also a great group doing some of that i…”
Jan 24, 2024 neutral
Feb 28, 2024
Mar 20, 2024 positive
Apr 20, 2024 negative
Apr 22, 2024 bullish
Apr 22, 2024 bullish
Apr 22, 2024 positive
Apr 22, 2024 positive
Apr 22, 2024 negative
Apr 22, 2024 positive
Apr 22, 2024
Apr 22, 2024 negative
Ahmad Al-Dahle: AI models degrade user experience by over-moralizing refusals
“Some of these models, for example tend to do a lot of moralization or like really take a perspective or a point of view. And we worked on and I'm continuing to work on and innovate on how, how the model responds and how it refuses, which I think is also part o…”
Apr 22, 2024 positive
Meta is integrating Meta AI into search suggestions and inboxes
“We have high level entry points directly in the inbox. We're integrating it into search. So we'll have also suggestions and type of heads as you sort of apply it in search. So we're, we've integrated it at a very prominent, in a very prominent way.”
Apr 22, 2024 neutral
Ahmad Al-Dahle: Llama 3's performance exactly matched Meta's scaling law predictions
“I don't think anything about the model has really personally surprised me in terms of its performance. I think we kind of expected to be here. You know, we do a lot of like rigorous scaling laws and rigorous prediction of what we think the metrics will look li…”
Apr 22, 2024 bullish
Apr 22, 2024 positive
Meta releases safety model Llama Guard and open-sources cybersecurity evaluations
“So if you look at for example, in our release with Lama three, we were open, we're opening a model called Lama guard. And we've also been opening up cybersecurity evals to help understand this, the safety metrics for cybersecurity.”
Apr 22, 2024 neutral
Apr 22, 2024 positive
Apr 29, 2024 negative
Kantrowitz: Facebook's own research showed passive media consumption harms users
“Even Facebook's own research shows that passive media consumption leaves people worse off. And that's why they went through this whole moment to do meaningful social interactions, but they ended up pivoting right back to this TikTok style of media.”
May 15, 2024 positive
Children interacting with AI chatbots is preferable to using existing social media
“Potentially, but I think it'll honestly be better than what they're currently doing, which is YouTube and TikTok and Twitter, you know, Facebook and so forth. So I would prefer my kids are playing with chatbots than they're playing with what they currently hav…”
May 15, 2024 neutral
May 22, 2024 bullish
Jun 26, 2024 positive
Jun 26, 2024 neutral
Kantrowitz: AI spending will slow without step-change gains in 18 months
“And from everything that I hear, it's going to be the next 18 months that will basically decide, like, if they do 18 more months of development of these models within OpenAI, within Anthropic, within Microsoft, and Meta, and don't see sort of step change incre…”
Jul 10, 2024 neutral
AWS's Wood predicts foundation AI models will consolidate to 12-24 major providers
“I think that there's not going to be hundreds of world model providers. I think that there's likely to be maybe a dozen, two dozen, something of that order of magnitude. I think that, you know, Anthropic will be one, Meta will be one, Amazon will be one, there…”
Oct 4, 2024 negative
Bosworth: Building smart glasses purely for notifications is an anti-pattern
“Anti-patterns that I've been telling people about for these glasses is just having to be notification services because notification services are an invitation to leave the present moment and instead go elsewhere. Like that's what a notification is intended to …”
Oct 4, 2024 positive
Oct 4, 2024
Oct 4, 2024 negative
Bosworth: Mobile Gatekeepers, Especially Apple, Stifle Meta's Application Development
“Strategically, we have just been at the mercy of platforms for since the start of the mobile era. And we were a web company, right? We were born of the web, and the web was this, like, amazing, unowned platform that you just, like really had a lot of control o…”
Oct 4, 2024 neutral
Oct 4, 2024 bullish
Oct 4, 2024 bullish
Bosworth: Meta's Orion Codec Avatars Fooled Video Call Recipients
“And then conversely, what they would see is your codec avatar. And we've really fooled some people with the codec avatars. When they've seen the codec avatar call in they don't realize it's a codec avatar. They think it's a real, an image.”
Oct 4, 2024
Bosworth: Meta expected holograms before AI in smart glasses roadmap
“We really thought early on when we were developing these, even until maybe a year ago, it was going to be holograms and then at some point later, AI. And in fact, it's going to be the opposite. The AI is going to come first. It's already come to the Meta Ray-B…”
Oct 4, 2024
Oct 4, 2024 bullish
Oct 4, 2024 bullish
Bosworth: AR Glasses Will Not Replace VR Headsets
“And so I think there continue to be, even when you have these wonderful AR glasses things that can be done in virtual and mixed reality that can be done no other way. Your augmented reality glasses will never convince you that gravity is off because you can li…”
Oct 4, 2024 bullish
Bosworth: AR will conceivably replace smartphones for high-end consumers over time
“We're a long ways from that for a bunch of reasons, not the least of which being the technology is not ready yet, but also because The application ecosystems will take a long time to transfer and user behaviors take a long time to change. So I think we have a …”
Oct 4, 2024 positive
Bosworth: Meta is prototyping a persistent three-panel AR workstation
“One of the fun demos that we have in prototyping, it's not even in the demo that you tried yet is this cool thing where you have your whole workstation set up. So you've got like a three panel workstation set up. And then you like just get up and walk around a…”
Oct 4, 2024 bullish
Bosworth: Meta has meaningful tech lead in AR over Apple
“I think we've been investing longer. I think we've believed in it more. And as a consequence of frankly, Mark Zuckerberg's faith and tremendous execution by a team of Thousands of people over a long period of years. I think we have a meaningful lead in a bunch…”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 30, 2024
Nov 15, 2024 bearish
Kantrowitz: Meta's Threads feels empty and lacks engagement despite massive user growth
“One thing we can tell you, say for sure is it doesn't look like threads is working. I mean, threads added fifteen million people since the start of the month. And Michael Learmonth, who I work with as an editor pointed out to me, he's like, does it feel like t…”
Nov 15, 2024 neutral
Jan 5, 2025 neutral
Newton: Meta Orion consumer glasses are years away and will be downgraded
“So my understanding is that the Orion headset is, like, multiple years out, and that when it arrives, it won't actually even be as good as the glasses that we tried on this year, because in order to make the cost work, they're just gonna have to, like, rip out…”
Jan 9, 2025
Jan 27, 2025 positive
Meta is better positioned for open-source AI disruption than peers
“Meta's probably in a bit better position than the other ones, just because they, at the end of the day, they do want, like, you know, their whole philosophy is to open source this, not for necessarily altruistic reasons, but because they know that it's histori…”
Jan 27, 2025 negative
Antitrust chill stopped Big Tech talent from leaving to found startups
“I do feel like there was a bit of a chilling effect the past year because M&A had, you know, basically been shut off. That sort of kept people staying at Google and staying at Meta and staying at OpenAI, not forming new startups as they might have in, in years…”
Jan 27, 2025 bearish
Jan 29, 2025 positive
Hoffman: DST Won Big on Facebook by Offering $10B Post With No Caveats
“In Valley history DST led around in Facebook when the traditional funds were all like, oh, we'll only do a three to five billion pre, you know, with lots of caveats and everything else. And DST came in and said, we'll do a ten billion post and no caveats. And …”
Jan 29, 2025 positive
Hoffman: Rival VCs Called Greylock Crazy for Backing Facebook at $500M Valuation
“Speaking for Greylock, you know, when Greylock invested at Facebook at a five hundred million pre-money valuation, literally all of the companion VC firms were, oh, that's crazy, this college website, Greylock's demonstrating that it's past, past time, et cete…”
Mar 14, 2025 negative
Albergotti: Apple is fundamentally just an iPhone company unlike its diversified peers
“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”
Mar 19, 2025 bullish
LeCun: Novel AI architectures will reach practical scale in 3 to 5 years
“The question is, you know, when is this going to go from interesting research papers demonstrating a new capability with a new architecture to, you know, architectures at scale that You know, are practical for a lot of applications and can find solutions to ne…”
Mar 19, 2025 negative
LeCun: Chain-of-thought prompting does not produce genuine reasoning in LLMs
“One simple way of
getting NNMs to kind of appear to reason is chain of thought, right?
So you basically tell them to generate more tokens than they really need to in the hope that in the process of generating those tokens, they're going to devote more computa…”
Mar 19, 2025 positive
Mar 19, 2025 neutral
Mar 29, 2025 neutral
Mar 29, 2025 neutral
Apr 16, 2025 positive
Apr 19, 2025 neutral
Apr 23, 2025 positive
Apr 28, 2025 bullish
Apr 28, 2025 negative
Apr 28, 2025 bearish
May 5, 2025 bullish
May 19, 2025 bearish
Meta, OpenAI, and Anthropic are all hitting walls with model scaling
“So, it could be that this idea of scaling to lead to improvements, which we've talked about on the show a couple, for the past couple weeks this is three, meta, open AI, And Anthropic, they all seem to be, ah, running into some bumps on, in their efforts to im…”
May 28, 2025
Boureau: Online Misinformation Is a People Problem, Not a Technical One
“So that was a very long answer, but that's why for me at the end of the day, I thought this is not a technical problem. It's a people problem. And it's a psychological needs problem of how do you make sure that people feel like they have communities that they …”
May 28, 2025
May 28, 2025 negative
May 28, 2025 neutral
Boureau: Facebook M was a hybrid AI-human system
“No, we had some, so the way I worked on the M team for a bit. So no, there was a, it was a hybrid thing. Like the AI would make suggestions and the humans were just to make sure that it was still a good quality, which a lot of the systems are still like that.”
May 28, 2025
Boureau: Only Trusted Friends, Not Fact-Checkers, Can Change Minds Online
“The one kind of constituency who has a chance of Making a difference is their friends, people they already trust. So people who are already in their circles, people who have this relationship of which is usually pre-existing or it's because they're more aligne…”
May 30, 2025 bullish
May 30, 2025 positive
May 30, 2025 bullish
Jun 3, 2025 bearish
Jun 3, 2025 neutral
Jun 3, 2025 neutral
Anduril and Meta's Eagle Eye system integrates AI models with battlefield sensors
“The system called Eagle Eye will carry sensors that enhance soldiers' hearing and vision, detecting drones flying miles away or sighting hidden targets, for instance. It will also let soldiers operate and interact with AI-powered weapon systems. Andro's autono…”
Jun 3, 2025 bearish
Jun 11, 2025 positive
Siegler: Apple's Retail Moat Beats Google and Meta in Hardware
“They have a retail presence, which no one else can match and for consumer goods. And so if, and when they can find sort of either that next device or that product for the current devices, they can move units and sell these things in a way that, that Google can…”
Jun 14, 2025 positive
Kantrowitz: Zuckerberg's Scale AI deal is the exact right move
“So, to me, this is Zuckerberg clearly seeing an issue with his company and making, I would say, the strategic exact right move to fix it, unlike another company that we've seen within flagging
AI product that is, it seems like it's still in denial about what i…”
Jun 14, 2025
Kantrowitz: Meta agrees to $14.8B 49% stake in Scale AI
“Meta has agreed to take a 49%
stake in the data labeling firm Scale AI for 14.8 billion.
Meta will send the cash to Scale's existing shareholders and place the startup CEO Alexander Wang, former Big Technology podcast guest in a top position inside Meta.
Meta…”
Jun 14, 2025
Kantrowitz: Meta is offering up to $100M to recruit top engineers
“There are reports that he's offered eight and nine figure cash amounts
Two top talent engineers to come over to Meta.
That's like in the tens, and maybe even up to a hundred million dollars to a person, not a company, a person to come over.”
Jun 18, 2025 bearish
Jun 23, 2025 neutral
Jul 7, 2025 bullish
Jul 7, 2025 bullish
Roy: Meta's massive AI talent hires will significantly help it catch up
“I think it's going to significantly enable them to catch up. Whether they, like, shoot out ahead, I don't know. Whether this is the most critical battle, I don't know, or I actually don't think it is, but I do think that this is going to get them back in the, …”
Jul 7, 2025 positive
Kantrowitz: Pre-training data walls justify $100M+ packages for top AI talent
“And this is a strength, a sound strategy because you have everybody talking about how pre-training is hitting diminishing returns. You have everybody talking about how data is hitting a wall. And so what do you need? You just need these algorithmic development…”
Jul 9, 2025 bearish
Jul 9, 2025 negative
Jul 21, 2025 bearish
Jul 21, 2025 neutral
Kantrowitz: Meta only needs to slow ChatGPT's growth via distribution
“If Meta's able to build a competitive
LLM with this compute and talent that it's stacking up, then it's going to be able to distribute that through Facebook products. And, you know, all they have to do really is slow down the growth of ChatGPT, similar to the…”
Jul 30, 2025 bearish
Aug 4, 2025 neutral
Siegler: Zuckerberg's superintelligence memo is an AI talent recruiting pitch
“He has a different incentive, which is that he's trying to bring in all the talent in the world that he possibly can in AI. And to me, when I first saw this memo, it felt sort of like a response to sort of some of the stories that you hear that some people are…”
Aug 4, 2025 positive
Siegler: Nine-figure AI talent contracts are justified by $75 billion infrastructure budgets
“If you're needing to catch up in AI, you're spending seventy five billion dollars plus a year on infrastructure. The amount that you're spending on people is going to be even, even with these hundred million dollar contracts is going to be such a small subset …”
Aug 4, 2025 positive
Kantrowitz: Zuckerberg's plain-text memo aesthetics mimic AI researcher websites
“It legitimately is like black text on a white background. It looks like the AI researcher websites where they like kind of want to show that they don't really care about branding, even though they really do. And they're like in courier and like blue links and …”
Aug 4, 2025 negative
Kantrowitz: OpenAI and Meta are building the exact same thing using LLMs
“I'll stand on the table here and say it's the same thing. I think it's, if there were different techniques, I think this is really what it comes down to. If there were different techniques to build AGI and super intelligence, I would say, okay, sure, you know,…”
Aug 4, 2025 negative
Siegler: AI industry shift to 'superintelligence' branding is purely marketing
“It's, it just is obviously all marketing at this point, and so I do feel like that, you know, you gotta at some point pin people down to say like, what are you actually trying to build, and what is the outcome of that going to be?”
Sep 8, 2025 bullish
Sep 22, 2025 positive
Sep 22, 2025 neutral
Kantrowitz: Zuckerberg's voice prompt crashed Meta's live demo servers
“Apparently Zuck said, hey, Meta, start live AI. It activated everybody's AI in the room, and effectively DDoSed the servers. All of the servers were all, all the traffic was also routed to the company's servers in Iceland, apparently. So, that's why it broke.”
Sep 22, 2025 bullish
Roy: Subtle Augmented Computing Layer in Smart Glasses Will Be Massive
“So to me, this is gonna happen. This is the direction. I think the screen, again, if you're watching reels while crossing the street, that's not good. If you have, like, a light bit of information in the twenty-degree field of view in the far right of your len…”
Sep 22, 2025 bullish
Oct 4, 2025 bullish
Oct 4, 2025 bullish
Oct 4, 2025 negative
Oct 4, 2025
Oct 4, 2025 neutral
Oct 4, 2025 bullish
Oct 4, 2025 negative
New OpenAI and Scale hires complain about bureaucracy inside Meta's AI division
“Basically, the level of bureaucracy inside of Meta specifically in its AI division is really a problem for a lot of people. I think that this is something that new employees that have come in from OpenAI and, you know, scale and whatnot have complained about, …”
Oct 4, 2025
Meta will use AI chatbot conversations to target Instagram and Facebook ads
“Meta has basically announced that, yeah, we're going to take everything you say to an AI chat bot and we are going to Basically have it affect the kind of ads that you see on Instagram and Facebook. Of course there are some exceptions if you are talking about …”
Oct 6, 2025 bearish
Siegler: Meta lacks Google's cloud infrastructure and custom TPUs
“Unlike meta, which is also profitable and Zuck talks up like, yeah, we can fund this via profits, which is true, but they don't have the cloud infrastructure that Google does and they don't have the TPUs that Google does and they don't have all of the sort of …”
Oct 6, 2025 bearish
Oct 6, 2025 positive
Siegler: Luxottica retail partnership was Meta's smartest smart glasses move
“I do think the smartest thing that they did was partner with Exeter Luxottica because the biggest strength that Apple obviously has beyond all their in-house expertise is also the retail channels, right? Like they can move product because they have stores arou…”
Oct 8, 2025 neutral
Oct 8, 2025 negative
Oct 8, 2025 neutral
Krieger: Massive Platforms Can Only Introduce One New Behavior Per Generation
“Once you get a service as widespread as Instagram or as widespread as Facebook or WhatsApp, it's hard to introduce a new behavior there. You know, we did it with stories. I think they've since done it with reels but it's almost like one, you get one per genera…”
Oct 20, 2025 bearish
Kantrowitz: Zuckerberg Is Poaching Apple AI Talent Simply to Kneecap Them
“I think what Mark Zuckerberg is trying to do is just rate Apple of all of its top AI talent. Even though they haven't produced great results, He is, in my opinion, potentially just trying to completely kneecap its ability to execute on AI.”
Oct 20, 2025 negative
Oct 27, 2025 negative
Oct 27, 2025 negative
Oct 27, 2025 neutral
Nov 3, 2025 neutral
Nov 17, 2025 negative
Luria: Meta used a Blue Owl SPV to finance data centers off-balance-sheet
“The other thing that happened with Meta that was interesting is that when they Went out to borrow. They didn't borrow the capital. They created a special purpose vehicle, right? They went out with Blue Owl and they said, you know, we'll put a couple of billion…”
Nov 17, 2025 neutral
Luria: The AI chatbot market is not winner-take-all
“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”
Nov 17, 2025 bearish
Luria: OpenAI's $100 Billion 2027 Revenue Projection Is Completely Disingenuous
“So for them to say, oh, we're gonna have a hundred billion dollars of revenue by 2027, which Sam Altman just did, is completely disingenuous. He has no idea. He's competing against much bigger, more powerful companies that have technology that's at least as go…”
Nov 17, 2025 bearish
Nov 19, 2025 negative
Clegg: Meta Apps Are Now Entertainment Pipelines Competing With TikTok
“The meta social media apps are now competing more and more with Tik Tok and YouTube. They're becoming, they're not really stages on which people generate content, communicate with each other. They are of course pipelines, which entertainment and entertaining a…”
Nov 19, 2025 bullish
Nov 19, 2025 bearish
Clegg: AI companions are 'friends as service' that could foster narcissism
“And I realized that actually what they were talking about when they were talking about friends, it's not friends at all. Cause you're not really having to adapt yourself. The entity, the AI entity is entirely adapting itself to you. So my fear, but it's a slig…”
Nov 24, 2025 negative
Nov 24, 2025 neutral
Kantrowitz: Yann LeCun left Meta to launch a Meta-funded AI startup
“Jan LeCun has left. Inevitable. I'm not going to even take too much credit because the most likely thing ever, most likely prediction I've ever made yet. He's gonna start his own startup. Looks like Facebook is gonna fund it. So in part.”
Dec 1, 2025 bearish
Dec 8, 2025 bullish
Dec 8, 2025 bullish
Roy: Meta Ray-Bans are the most useful hardware device in years
“Meta is the coolest company right now in physical devices. I never would have thought I would have said that Meta Ray-Bans are probably from like a hardware standpoint, the most interesting and useful hardware and physical device I have tried, or I own a pair …”
Dec 8, 2025 bearish
Roy: Virtual reality will remain a niche gaming market, not general computing
“I think it's over. I think virtual reality should go back to niche use cases, gaming. Hopefully keep improving, be this kind of like product that's maybe a reasonably big market, but not the way everyone interacts with life.”
Dec 8, 2025 neutral
Dec 8, 2025 bearish
Meta executives consider up to 30 percent budget cuts to metaverse group
“Executives are considering potential budget cuts as high as 30%, 30% for the metaverse group this year, which includes the virtual world's product, Meta Horizon Worlds, and its Quest virtual reality units. Cuts that high would most likely include layoffs as ea…”
Dec 8, 2025 neutral
Dec 23, 2025 bullish
Dec 23, 2025 bearish
Dec 23, 2025 positive
Dec 24, 2025 bearish
Dec 24, 2025 neutral
Albergati: Meta Does Not Need Frontier AI Breakthroughs to Win Products
“I think at this point it's about products. And if people like the meta products that they put out there that are run on these foundation models, to be honest, they could probably be run on, on a lot of different models that are out there. I think it's partly e…”
Dec 24, 2025 neutral
Dec 24, 2025 bearish
Dec 29, 2025 bullish
Jan 7, 2026 positive
Jan 12, 2026 negative
Roy argues Meta failed in enterprise software due to its ad model.
“Th that actually is a perfect example of there is no reason Facebook and then Meta should not have been able to Do something really interesting in that space. It's a very lucrative space. There's no reason like they should not have been able to do that, but th…”
Jan 13, 2026 negative
Kantrowitz: Microsoft, Amazon, Apple, and Meta lack standout AI products
“What standout product does AI product does Microsoft have outside of selling AI services from Azure? What standout product does Amazon, AI product does Amazon have outside of selling some AI with AWS. What standout AI product does Apple have? We both know that…”
Jan 13, 2026 neutral
Jan 26, 2026 neutral
Jan 28, 2026 positive
Taylor calls Mark Zuckerberg the longest-term thinker he has ever met
“Mark Zuckerberg was probably the longest, longest term thinker I ever worked with. We used to go on long walks around Palo Alto talking about strategy, and every time I thought I was thinking long term, he was thinking about two times longer than me.”
Feb 2, 2026 neutral
Morris: Meta to double annual CapEx to $135 billion
“Meta double is going to double this year. It's capex. So like spending on data centers and chips and servers and everything that goes into supporting that upgrading power structure, it's going to double it to one hundred and thirty five billion, you know, from…”
Feb 3, 2026 neutral
Siegler: Meta spends $130B on CapEx while Apple spends around $18B-$20B
“We have Meta over here that's spending a hundred and thirty billion dollars in CapEx, whereas Apple is spending much closer to zero. You know, it's something around, like, it's like 18 or twenty billion dollars in CapEx. Because they're not building out obviou…”
Feb 12, 2026 positive
Ramaswamy: Chinese open-source AI parity is a net positive for Western innovation
“So from a macro perspective, I would say that that is actually a positive because Mistral is going to figure out how to reverse engineer all of this stuff, stuff, and go one step forward, which will be good for Europe. And Reflection will figure out how to do …”
Mar 4, 2026 bullish
Siegler: iPhone gives Apple a unique advantage in AI wearables
“Apple has this unique position where they have the iPhone in billions of pockets, and now they're going to have these devices that rely upon that as sort of, at least for the foreseeable future, as basically the, you know, the central processing unit of those …”
Mar 16, 2026 neutral
Mar 16, 2026 negative
Meta delays flagship AI model after failing to outperform Gemini 2.5
“Meta's new foundational AI model, which the company has been working on for months, has fallen short on the performance leading AI models the performance of leading AI models from rivals like Google, OpenAI, and Anthropik. On internal testing, it is now delaye…”
Mar 16, 2026 positive
Ranjan Roy: Meta rebuilt its ad infrastructure using LLMs and agentic AI
“They rebuilt their entire advertising infrastructure to incorporate large language models and agentic processes and the newer vintage of AI rather than the traditional machine learning, and that's what's made it, I mean, it basically just, not saved, but like,…”
Mar 23, 2026 bullish
Kantrowitz: Meta holds consumer AI head start through hardware investments
“If there is a hope for consumer AI, which we debated in the beginning, it's probably through some form of device. And meta certainly has a head start on that. I mean, the Ray-Ban metas, which you and I both really like, and these newer projects are direct resu…”
Mar 23, 2026 bullish
Meta will pivot Reality Labs to AI world models
“I think they keep the metaverse alive and reality labs. And then slowly, quietly pivot to the whole world model space. And then suddenly it all comes back and Zuck was right the whole time as he figures out AI ad LLM based advertising and comes back with world…”
Apr 10, 2026 bearish
Apr 10, 2026 negative
Apr 10, 2026 negative
Meta struggles to gain product traction organically without relying on external acquisitions
“They just, they don't have a good track record over the past decade plus of launching new things, obviously with the metaverse being, you know, the prime example, but several other projects, they had a crypto project DM and You know, they've had many, many oth…”
Apr 10, 2026 bearish
Meta risks becoming a legacy ad business like Yahoo if AI fails
“They got maybe a couple more shots at the AI getting this AI thing. Right. Other, other than that, they look like They look kind of like a potential Yahoo, right? Where like, they got advertising right, and it's the one thing they do right, and they're gonna l…”
Apr 13, 2026 neutral
Meta Intranet Leaderboard 'Claudeonomics' Ranked Token Usage for 85,000 Employees
“The ranking set up by Meta, by a Meta employee on its intranet, use company data, measure how many tokens employees are burning through, dubbed Claudeonomics after the flagship product from Anthropic, the leaderboards, leaderboard aggregates AI usage from 85,0…”
May 13, 2026 positive
Stern: Hands-Free Repair Is the Ideal Smart Glasses Use Case
“When you're fixing a garage door, you don't want to hold your phone in front of you. So I was asking the metaglasses, How do I, what's wrong with the garage door? Now, Meta was completely wrong about what was wrong with the garage door. But that instance, it's…”
May 18, 2026 bullish
May 27, 2026 bullish
May 27, 2026 neutral
Jun 8, 2026 neutral
Siegler: Zuckerberg Acknowledged Meta Could Launch Cloud Infrastructure For Outside Businesses
“Zuckerberg, even this week or this past week was in the news again saying, like, basically acknowledging that with all the capex spend, if they need to, they can roll out a cloud, right? They can roll out a cloud that other businesses can use.”
Jun 8, 2026 bearish
Siegler: Meta Is No Longer Growing In Western Markets
“The reality is, like, they're not really growing anymore in Western markets. Maybe they're growing in some, you know, some pockets of different parts of the world, but they're not growing in the place that you know, that they feel like they can monetize as eff…”
Jun 11, 2026
Himel: Meta began Orion AR development immediately following the Oculus acquisition
“At the time when we acquired Oculus, part of the rationale was there was a research division led by Michael Abrash that was looking at augmented reality technologies. Augmented reality translates into glasses and wearables. And right out of the gate, we starte…”
Jun 11, 2026
Jun 11, 2026 bullish
Himel: Wearables will eventually become the best form factor for AI
“And we believe that wearables will be the best form factor eventually for the AI. Because they're always with you, they can see what you see, they can hear what you hear, and there's something you can talk to throughout the day when you need it, and they can b…”
Jun 11, 2026 positive
Jun 11, 2026 bearish
Jun 11, 2026
Jun 11, 2026
Jun 11, 2026 positive
Jun 11, 2026 neutral
Jun 11, 2026 positive
Jun 11, 2026 bullish
Himel: AI glasses will guide physical tasks and summarize conversations live
“And you're going to see more use cases develop as the AI is getting better insanely rapidly. And so you'll be able to do things like, instead of saying, what am I looking at? You'll be able to say, help me do this thing that I would normally have to look up a …”
Jun 11, 2026 positive
Himel: Meta glasses retention is highest with clear or transition lenses
“When we measure engagement and retention on our glasses, so how often do you use them, and then after After some period of time, are you still using them actively? Those numbers are highest when we have clear lenses or transition lenses, which means that we're…”
Jun 15, 2026 bearish
Kantrowitz: Meta is the biggest loser if Apple's Siri AI succeeds
“And it really is like biggest loser. If this thing works is meta, right? Because their personal super intelligence becomes that much harder for people to access. If they have a working intelligence on their phone, even if it's not super just intelligence”
Jul 8, 2026 neutral
Jul 8, 2026
Bosworth: Model agnosticism requires owning a competitive proprietary model
“The ability to be model agnostic and have that be economically sensible actually kind of hinges on you having a competitive model. Right. That you can go back to if you need to, and it creates a real backstop on like how much rent somebody can try to charge yo…”
Jul 8, 2026 bullish
Jul 8, 2026
Jul 8, 2026
Bosworth: The era of monolithic AI models ended around Llama 3
“The era of the monolithic model kind of died around Lama III launch. Like, the idea, like, here's one model, and just, like, let's just test how smart this model is, and that was how good it's going to be at lots of things. We're now in a world where when you'…”
Jul 8, 2026 negative
Jul 8, 2026
Jul 8, 2026 negative
Bosworth: Meta emptied its AI research pipeline to build Llama 3
“When we were pulling Llama three together, we had really pulled in all the research, all the every, we pulled out every single stop we had and unwittingly kind of killed the pipeline. So researchers, you know, the way that it works is you build a base And you'…”
Jul 8, 2026 bullish
Jul 8, 2026
Bosworth: Meta reassigned thousands of employees to generate AI training data
“We basically saw this huge opportunity, such a big opportunity that we pivoted kind of on a dime and brought a lot of people across the company, thousands of people out into this AAI organization to do these expert traces.”
Jul 20, 2026 bearish
Jul 27, 2026 negative
Aug 3, 2026 bullish
Albergati: Tech Giants Can Resell Excess AI Compute Due to High Demand
“I mean, this is, like, getting used today. Like, there's high demand for it, so when you see people, like, make these bets on compute, like, Meta or SpaceX AI, and they're off on the timing, right, or maybe off Totally. If depending on your opinion, they can t…”
Aug 3, 2026 bearish
Albergati: AI Companions Won't Generate Meaningful Revenue Compared to Meta's Core
“There are other companies doing that by the way, and they can make some money off of it. Like it's nothing. It's a drop in the bucket. I think compared to what Facebook is an Instagram, like their core businesses and whatever WhatsApp, you know, fits into that…”
Aug 3, 2026 bullish
Kantrowitz: AI Companions Will Be Stickier for Users Than TikTok or Reels
“But if a company can figure out how to like build an AI companion, which I think is going to be even stickier than reels or tick tock, because come on, it's just like, you've built a digital friend. That's always there for you.”
Aug 5, 2026 bearish
Aug 5, 2026 negative
Cahn: Meta and Google pursue AI because ad models face existential disruption
“Part of why I think Meta and Google are so all in AI is their businesses are the most at risk from AI. Like if we all move to ChatGPT, if we all move, if our time eyeballs move to these other interfaces, Then these ad driven businesses have a lot of questions.”
Aug 24, 2026 negative
Kantrowitz: $27B in debt financing Meta's Hyperion project is off-balance sheet
“Meta's gigantic Hyperion data center project in Louisiana, which is the size of about 1700 football fields, helps explain how obligations wind up off tech companies' balance sheets. Though Meta is the builder, neither Hyperion nor the twenty-seven billion in d…”
Aug 24, 2026 negative
Kantrowitz: Top tech companies hold $3T in off-balance sheet AI commitments
“Nine, top tech companies had some three trillion dollars of off balance sheet commitments, mostly related to AI. Those obligations are growing faster than traditional capex, which totaled about six hundred billion over the past year past year they reported, an…”
Aug 26, 2026 negative
Aug 31, 2026 neutral
Kantrowitz: Social Networks Are Dead and Have Become Pure Entertainment
“There's no such thing as social networks anymore in this world that you're hoping for, where there's no reverse chronological order, or there's no algorithmic feed.
it, it's long past the point in time where that was even a possibility, and I think that
You k…”
Aug 31, 2026 negative
Kantrowitz: Meta Laying Off Workers to Fund AI Compute Is Unjustified
“I always find it a little bit rich when a ultra profitable publicly traded 1.5 trillion dollar company with massive margins is like, we need to find cost savings. I mean, I guess, like if you know, obviously it's important to perform for Wall Street, but I don…”
Aug 31, 2026 neutral
Kantrowitz: Meta Agrees to $18B Settlement Over Youth Addiction Claims
“Meta agrees to pay eighteen billion to settle U.S. Lawsuits over children's social media addiction, and it's going to pay it over the next decade, and strictly limit how teenagers use Facebook and Instagram under an agreement with nearly all U.S. States to res…”
Aug 31, 2026 positive
Roy: Companies Should Test AI-Native Team Models Without Middle Management
“That, I mean, if you separate it from the layoffs and all the other kind of organizational questions, like, this is, to me, exactly what companies should be testing and doing and figuring out what the new operating model is and that teams should look different…”
Sep 2, 2026 negative