Facebook, every mention

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every year anyone Alex Kantrowitz 1159Ranjan Roy 74M.G. Siegler 71Yann LeCun 24Brian McCullough 21Sir Nick Clegg 16Y-Lan Boureau 13Reed Albergotti 13Aaron Levie 13Frances Haugen 11

Verbatim, from the transcripts: the passages where Facebook comes up

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OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban May 4, 2026 · 4 mentions

  • ▶ 30:21 Ranjan Roy Like someone should be killing it on this, whether it's meta, whether it's Elon and X, like, but it hasn't happened yet. 3 times in the scene
  • ▶ 42:19 Alex Kantrowitz Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project every single month, more than twin x the Manhattan, 12 x the Manhattan Project every year.

Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan Apr 29, 2026 · 1 mention

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade Apr 27, 2026 · 23 mentions

  • ▶ 0:08 Alex Kantrowitz OpenAI seems to be getting its mojo back, and meta employees are now part of a weird AI tracking experiment. 2 times in the scene
  • ▶ 31:41 Alex Kantrowitz Facebook is currently in the process of laying off half its company.
  • ▶ 35:44 Alex Kantrowitz Alright, let's take a break and talk about these cuts at Meta, and whatever else we can fit in until we have to go.
  • ▶ 36:08 Alex Kantrowitz Meta tells staff, it will cut 10% of jobs and push for efficiency. 19 times in the scene

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot Apr 20, 2026 · 2 mentions

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta Apr 13, 2026 · 10 mentions

  • ▶ 0:04 Alex Kantrowitz Violence breaks out against AI and engineers at Meta and elsewhere are competing for who can burn the most tokens.
  • ▶ 54:16 Alex Kantrowitz Meta employees vie for an AI token legend status. 8 times in the scene
  • ▶ 58:32 Ranjan Roy And it's just a bunch of Claude heads on Claude and what was the name of the Facebook thing?

More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit Apr 10, 2026 · 25 mentions

  • ▶ 0:10 Alex Kantrowitz And can Meta find its next hit? 2 times in the scene
  • ▶ 21:41 M.G. Siegler It's just like companies always do this from meta meta famously has done this multiple times now, right?
  • ▶ 21:45 M.G. Siegler Where they, they have all these products inside of back in the day, Facebook, and then they start to unbundle them into their own sort of disparate products.
  • ▶ 38:14 Alex Kantrowitz And then the latest that we have on Meta's attempt to diversify its business.
  • ▶ 52:12 Alex Kantrowitz Before we go, we should definitely spend a couple of minutes on meta. 18 times in the scene
  • ▶ 1:01:18 Alex Kantrowitz Meta has been at buying and about how Zuckerberg has sort of been all over the place in his bets, and this anecdote just brings it together perfectly. 2 times in the scene

OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure Apr 6, 2026 · 4 mentions

  • ▶ 26:05 Liz Hoffman It isn't embedded enough workflows to like maybe outside of tech companies, you know, Mark Zuckerberg has talked a lot about kind of what, what a, uh, meta engineer is and isn't doing right now.
  • ▶ 34:18 Alex Kantrowitz It would be bigger than Meta and Tesla.
  • ▶ 41:01 Liz Hoffman Um, and as you say, these companies have a lot of money, but like they've required, look at what Meadow is doing in, in Louisiana has that big
  • ▶ 43:26 Alex Kantrowitz You talked about how meta, um, use blue owl effectively to build some of its data centers and things have, we've talked about this on the show a bit, but we can talk about a little bit more.

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us Mar 26, 2026 · 1 mention

  • ▶ 16:01 Alex Kantrowitz I think we both agree here that with social media, the big disagreement was, are you going to tell Facebook, like, how to handle its news feed, what to do,

Is AI A Privacy Disaster? And How To Fight Back. — With Andy Yen Mar 25, 2026 · 2 mentions

  • ▶ 9:06 Alex Kantrowitz And so, but let me ask you because sometimes there'll be platforms like Facebook or maybe Google as well that will say, you have to be like X years old to use our platform.
  • ▶ 25:03 Andy Yen And today your options are basically meta, uh, Google, uh, you know, maybe Apple, uh, possibly Microsoft, but not really.

OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund Mar 23, 2026 · 13 mentions

  • ▶ 38:02 Ranjan Roy I think where, again, we saw with Block, we've seen a lot of the time, and we're going to get into the rumored, the reported potential meta layoffs, like, people are going to be attributing these to AI directly.
  • ▶ 41:58 Alex Kantrowitz Alright, meta and the metaverse. 10 times in the scene
  • ▶ 45:18 Ranjan Roy Maybe we should go find ourselves some Quests on a Facebook Marketplace. 2 times in the scene

AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay Mar 16, 2026 · 20 mentions

  • ▶ 0:10 Alex Kantrowitz And what in God's name is happening at Meta where the company's latest model is delayed again. 2 times in the scene
  • ▶ 12:36 Ranjan Roy Every time you scroll Instagram and Facebook, you are just seeped in AI in terms of the recommendations, in terms of like the ads that are targeting you.
  • ▶ 14:10 Ranjan Roy Yeah, we're gonna get into what's gone wrong at Meta, but one thing they've certainly done right is they rebuilt their entire advertising infrastructure to incorporate large language models and agentic processes and, and the newer vintage… 2 times in the scene
  • ▶ 39:13 Alex Kantrowitz And then we will talk about this slow moving AI progress or lack thereof at Meta.
  • ▶ 49:49 Alex Kantrowitz We've got to talk about what's going on at Meta. 14 times in the scene

AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore Mar 12, 2026 · 2 mentions

AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite Mar 9, 2026 · 1 mention

  • ▶ 11:37 Ranjan Roy Meanwhile, Meta is starting to get into the agentic commerce game, and they've, like, announced that they might even have a web browser, that they're gonna add some level of, kind of, commerce, and we've talked about them as the dark horse…

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz Mar 6, 2026 · 1 mention

  • ▶ 30:16 Michael Horowitz Let's cancel the contract, we'll off-ramp them, and we'll, you know, we'll bring XAI or OpenAI or, like, somebody else on to, uh, to, uh, Meta, whatever, like, to, uh, to address this.

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff Mar 2, 2026 · 2 mentions

  • ▶ 23:05 Ranjan Roy And I mean, it almost kind of comes down back to the, the great content moderation debates of Facebook and others.
  • ▶ 48:55 Ranjan Roy Um, the Googles and the Facebooks for a while, I would say, but like, like there, there is, like, it's one sector of the economy that became the most valuable sector of the economy for a 15 year period or whatever it is, 10 year period,…

OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie Feb 23, 2026 · 3 mentions

  • ▶ 12:46 Aaron Levie Giant asterisks that I've not studied that once I'm just going off of the size of Facebook's and Google's businesses and saying, there's just no reason that consumer grade intelligence, you know, that's answering any question for you… 2 times in the scene
  • ▶ 37:40 Alex Kantrowitz You said, uh, in a world of OpenClaw Codex, CloudCode, Cowork, Manus, uh, which Meta acquired and other agentic systems, it's becoming clear that the future of software has to be

Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy Feb 12, 2026 · 2 mentions

  • ▶ 11:21 Alex Kantrowitz I remember, uh, when Google Plus launched, um, I actually was supposed to go to meet a friend at Facebook that weekend, and they were supposed to have their, their barbecue, their company barbecue, and they canceled it.
  • ▶ 55:00 Sridhar Ramaswamy This will also force Meta to be doing more things in the, um, in the US.

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles Feb 9, 2026 · 1 mention

  • ▶ 40:58 Ranjan Roy Talk regularly that Meta might be the ones that actually figures out how to run AI ad, first ads, but whatever it is, I think that's a good point, that is it really going to turn average people off, especially the entire percentage of the…

AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau Feb 6, 2026 · 4 mentions

The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum Feb 3, 2026 · 13 mentions

  • ▶ 2:05 M.G. Siegler Yeah, when I saw this news come in, I was super excited because as I, you know, I wrote a little bit about and as I linked to back there, I had written about like the high level of this notion years and years ago, you know, a decade ago, a… 5 times in the scene
  • ▶ 14:22 M.G. Siegler My, my silly example of Facebook with the, with interaction bots to the, the sort of next wave of chatbots that came after that.
  • ▶ 22:29 M.G. Siegler Yeah, and I mean, um, I don't know where their heads are at these days, but Mark Zuckerberg has talked about, like, wanting to basically create these, like, you know, digital, create digital avatars, and, and digital, and not just meaning,… 2 times in the scene
  • ▶ 23:20 M.G. Siegler But if it gets to a meta like scale or a Facebook scale, um,
  • ▶ 35:48 M.G. Siegler And I think the Microsofts of the world, the Amazons of the world, um, and the Meta's of the world too. 2 times in the scene
  • ▶ 45:52 M.G. Siegler But I do think, like, ultimately, they might be looking at this as like, well, look, we have, we have Meta over here that's spending a hundred and thirty billion dollars in CapEx, whereas Apple is spending much closer to zero. 2 times in the scene

The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO Feb 2, 2026 · 17 mentions

  • ▶ 11:53 Stephen Morris And then they said, look at what's coming out of these companies that are run by like VC and like social media people, like a not too veiled shot at meta and open AI.
  • ▶ 19:06 Stephen Morris Um, there's a lot to be ironed out before these companies can go on a roadshow, show some confident financials, and really persuade people that they are, you know, going to be the next, you know, Google and Meta.
  • ▶ 24:02 Alex Kantrowitz Well, another very interesting thing happened this week, and I want to get into that in depth, which is that, uh, Microsoft and Meta both beat earning expectations. 13 times in the scene
  • ▶ 31:16 Stephen Morris And, and their counterparties love this, you know, whether it's on Instagram, WhatsApp threads, Facebook.
  • ▶ 37:47 Stephen Morris Um, but I do think it shows that Apple is, as Meta and Google are as well, looking very closely at like wearables, but in particular like glasses.

Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra Jan 28, 2026 · 6 mentions

  • ▶ 15:58 Alex Kantrowitz Like, do we have a Facebook and an Amazon and a Google, or is it everything just mediated by a chat bot?
  • ▶ 20:13 Bret Taylor Um, this is largely happening on, like, TikTok and Instagram, uh, and Facebook today.
  • ▶ 22:01 Alex Kantrowitz You're the Facebook CTO as the company moved to mobile and you built Google maps. 2 times in the scene
  • ▶ 25:06 Alex Kantrowitz I don't want to put my whole life on the internet, but you're like, I want to be the CTO of Facebook.
  • ▶ 44:25 Bret Taylor Um, I also, having been at a number of companies, both Google and Facebook, that effectively developed ads platforms, I think, uh, I think it's quite complementary to these free offerings.

OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin Jan 26, 2026 · 10 mentions

  • ▶ 2:20 Alex Kantrowitz Facebook is here.
  • ▶ 25:32 Ranjan Roy Oh, and actually last week we said Meta potentially is in the best position to get it right because Meta has proven that they can just shove ads throughout the feed and everyone's happy and they can make really good ads. 2 times in the scene
  • ▶ 30:07 Ranjan Roy I guess either you just watch what others are doing and follow once someone figures it out, but it can be too late, and I think I actually would take OpenAI's approach here of starting small, experimenting, getting it right, versus the… 4 times in the scene
  • ▶ 37:29 Alex Kantrowitz Such a product would position Apple to compete more effectively with OpenAI, which is planning its own AI-powered devices, and Meta, which is already selling smart glasses that offer access to its AI assistant. 3 times in the scene

Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing Jan 20, 2026 · 7 mentions

  • ▶ 17:24 Alex Kantrowitz And you know, when you think about the way that this competition is shaping up, you have different companies making different bets on different form factors, especially when you look at the tech giants, big technology, as we like to cover…
  • ▶ 21:25 Cristiano Amon Or it's a Meta?
  • ▶ 23:01 Cristiano Amon So, uh, uh, Orkut wasn't the social media that won, ended up being Facebook, and then, and then later Instagram.
  • ▶ 24:51 Alex Kantrowitz Amazon, Apple, Google, Meta. 2 times in the scene
  • ▶ 46:10 Alex Kantrowitz Because you're the, when, when something is going to be mass produced, you're the first call that's being made from, uh, let's say someone building an AI wearable, uh, you're working closely with Meta. 2 times in the scene

Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential Jan 19, 2026 · 3 mentions

  • ▶ 13:45 Ranjan Roy Meanwhile, Facebook and Meta, God bless them, their advertising has gotten better and better and better and better. 2 times in the scene
  • ▶ 26:19 Ranjan Roy Yeah, and, and actually, I mean, Meta, do they have any, do, as a non-Android ecosystem user, I know Samsung watches are pretty good.

AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball Jan 13, 2026 · 7 mentions

  • ▶ 28:42 Alex Kantrowitz And then you have Apple, we've talked about the Apple problems and then Meta, right? 4 times in the scene
  • ▶ 36:29 Alex Kantrowitz And what standout product does Meta have? 2 times in the scene
  • ▶ 39:34 M.G. Siegler I even think back to when, when Facebook, I mean, I, I often think back to this these days because I feel like it comes up a lot with meta and what's been going on there recently, where it's like when they sort of made their mistake around…

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork? Jan 12, 2026 · 9 mentions

  • ▶ 27:45 Ranjan Roy Actually, given our earlier conversation about Manus and Meadow last week, is Manus is their kind of, like, uh, Trojan horse into consumer.
  • ▶ 28:08 Alex Kantrowitz The reader says, keep in mind that this is, we were talking again last week about Meta acquired Manus, the AI agent company. 7 times in the scene
  • ▶ 29:39 Ranjan Roy Like th that actually is a perfect example of there is no reason Facebook

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo Jan 7, 2026 · 6 mentions

  • ▶ 33:16 Michael Intrator And you accept the risk on that while you mitigate the risk using credit from other companies, um, like Meta that we signed a fourteen billion dollar contract with, like Microsoft. 6 times in the scene

AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom Dec 29, 2025 · 4 mentions

  • ▶ 19:57 Ranjan Roy Um, I want to like come out and say something unexpected, like meta with AI, but I don't know. 4 times in the scene

2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft Dec 24, 2025 · 19 mentions

  • ▶ 5:31 Alex Kantrowitz Meta. 15 times in the scene
  • ▶ 6:33 Reed Albergotti I don't think that the Facebook and Instagram AI products that they put out have been necessarily that popular. 2 times in the scene
  • ▶ 10:31 Reed Albergotti Um, I think actually it looks like Facebook is, is, or Meta, and, and Facebook and Instagram are sort of, 2 times in the scene

CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market Dec 23, 2025 · 4 mentions

  • ▶ 3:02 Alex Kantrowitz Okay, so this leads right into Meta.
  • ▶ 7:11 Alex Kantrowitz So the meta thing. 2 times in the scene
  • ▶ 36:29 Jim Cramer Zuckerberg, you know, Facebook did change things, and then Insta changed things, and go on and on about the things that change things, and if you see things that change where you adopted it, and the balance sheet works, I think you have a…

OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble Dec 17, 2025 · 19 mentions

  • ▶ 0:07 Alex Kantrowitz The AI infrastructure trade is wobbling hard after tumbles from Oracle and Broadcom, and Meta Super Intelligence team is at odds with the rest of the company. 2 times in the scene
  • ▶ 22:57 Alex Kantrowitz We'll cover Meta, uh, right after this.
  • ▶ 44:32 Alex Kantrowitz Meta's, uh, new AI superstars are chafing against the rest of the company. 14 times in the scene
  • ▶ 45:16 Alex Kantrowitz Wing's team to concentrate on using Instagram and Facebook data to help train Meta's new foundational AI model to improve the company's social media feeds and advertising business. 2 times in the scene

AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell Dec 10, 2025 · 1 mention

AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers Dec 8, 2025 · 30 mentions

  • ▶ 0:00 Alex Kantrowitz The AI device wars are officially on as Meta poaches top Apple talent. 2 times in the scene
  • ▶ 2:39 Alex Kantrowitz And that was that Apple's head of user interface design, Alan Dye, along with the deputy and maybe some other team members, went over to Meta. 22 times in the scene
  • ▶ 15:54 Alex Kantrowitz Meta. 6 times in the scene

Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push Dec 1, 2025 · 7 mentions

  • ▶ 13:24 M.G. Siegler There was, there was a couple of reports to this, to this notion that the one thing he was focused on right now, or at the time was, um, was really meeting the market for what meta has done with the, with the Ray bands. 4 times in the scene
  • ▶ 23:20 M.G. Siegler It sounds like, you know, mainly of Gemini three, but, um, I think that Apple's resurgent in part because I think the market not only is recognizing, you know, the hardware side of the story again, and not dinging them for, uh, for the…
  • ▶ 35:42 Alex Kantrowitz Starts to potentially sell its TPUs, the TPU chips, uh, to other companies like Meta, probably cutting into some of Nvidia's lead.
  • ▶ 49:08 M.G. Siegler To your point, Meta feels like they're, they're literally letting that ship sail in, in Yann LeCun and they'll invest or whatever in his startup, but they obviously made their bet in the opposite way.

Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet Nov 26, 2025 · 2 mentions

  • ▶ 18:31 Ellen Huet Like it really reminded me of the early-ish days of big tech developers conferences, like Google IO, Facebook F eight, the idea that you would come and spend a few days, like immersing yourself in the world of this startup or this tech… 2 times in the scene
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