Mark Zuckerberg

“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…”

“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, …”

“It was Teal who sort of set in motion this stock structure that creates the conflict between Eduardo Saverin and Mark Zuckerberg, which is the, you know, whatever the basis of the social network.”

“Do I think Mark's vision of spending 12 hours a day in the metaverse will come true? No.”

“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,…”

“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…”

“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.”

“And if you thought that Elon Musk Zuckerberg cage match was the main event. No. That was a side show. Him versus Sam Altman. That's where the real fight is going to happen, and he's betting on narrow.”

“Musk is like playing a Bond villain. It's like, he's moving into Bond villain territory, but and Mark was sort of adjacent Bond villain adjacent kind of thing.”

“He, if he had the right people, they would have said AI is where we need to focus mark a long time ago.”

“So I think it's both going to be a commercial success. And I think it's like structurally, strategically something that, that is is going to look, you know, like a very good decision in the long run.”

“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…”

“I disagree that voice is going to be the primary way that we're going to interact with AR.”

“And then he was talking about feminized corporate culture. I'm like, you are lit like outside of Sheryl, you are more responsible for that Than any individual in the United States.”

“And so, in a weird way, I really respect the way that Tim Cook has handled the entire Trump era. It doesn't seem as dizzying as the Mark Zuckerberg, or the Sundar Pichai, or even Bezos. I mean, it's just cartoonish, you know, in my opinion, to see these people…”

“Only 17% of Facebook and seven percent of Instagram time are spent with friends posts.”

“Certainly it's more culturally relevant than the blue app and it will outlast Facebook despite, despite Mark Zuckerberg's emotional attachment to the latter.”

“I think he needed Palmer more than Palmer needed him.”

“Let me give it, you know, Mark Zuckerberg a memo, you can do whatever you want to do, and you lay in front of them if you want, and the Washington Post can give up their editorial content. It's not going to matter. If he's going to come for you, he's coming fo…”

“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…”

“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.”

“Zuckerberg tried to spend thirty two billion on Ilya Suskever's AI start, startup, safe super intelligence. Suskever ultimately turned Meta down.”

“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…”

“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 …”

“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.”

“The thing that I saw him the most frustrated about in our conversations was the fact that he has to go through Apple and Android in order to deliver his services. He hates just being an app on the phone”

“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.”

“Meta again is an unusual situation because they don't actually have business customers to rent this capacity to. It really is just Mr. Zuckerberg wanting a bigger and bigger toy.”

“Social media is the hardest category to succeed in, and that's why they've been able to do it.”

“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.”

“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…”

“Facebook offered more money, but I wanted somebody who really understood why AI would be bigger than all those things. And then he sold to Google.”

“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…”

“What I would say specifically about Meta is Mark is extraordinarily sharp and a strategic thinker, and the thing that I've been surprised about is the little bit of the death by a thousand cuts on the layoffs.”

“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.”

“That was a Saturday, by Monday, we had pivoted 200 people on the team to be building AI for these glasses, and the rest is history.”

“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…”