also referred to as: meta
includes Facebook Pages, Facebook Platform
38 statements across 29 episodes · 14 bullish · 12 bearish · 27 people on the record · first statement Sep 18, 2017 by Scott Malpass · said 190 times in 70 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Ted Seides (28), Chris Dixon (26), Josh Wolfe (10), Jonathan Tepper (8), Avichal Garg (7), Chamath Palihapitiya (6), Arjun Sethi (6), Anthony Pompliano (6)
tap a year for its mentions
2026 5 mentions in 3 episodes 2 per episode
2025 26 mentions in 4 episodes 7 per episode
- Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Top 5 of 2025: #4: Alex Sacerdote
- Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- every mention in 2025, scene by scene →
2024 17 mentions in 4 episodes 4 per episode
- Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
- Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- every mention in 2024, scene by scene →
2023 2 mentions in 2 episodes 1 per episode
2022 46 mentions in 12 episodes 4 per episode
- Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- 4 more episodes that year, every mention in 2022 →
2021 23 mentions in 13 episodes 2 per episode
- Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- 5 more episodes that year, every mention in 2021 →
2020 21 mentions in 6 episodes 4 per episode
- Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- every mention in 2020, scene by scene →
2019 35 mentions in 14 episodes 3 per episode
- Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
- Thomas Russo – All About Google (Capital Allocators, EP.90)
- Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- 6 more episodes that year, every mention in 2019 →
2018 8 mentions in 6 episodes 1 per episode
- Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
- Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- It's Not About the Money (Capital Allocators, EP.45)
- every mention in 2018, scene by scene →
2017 7 mentions in 6 episodes 1 per episode
- Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
- Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- every mention in 2017, scene by scene →
Everything said about Facebook, oldest first
Sep 18, 2017 neutral
Only two or three truly transformational companies emerge in every VC cycle
“But if you really look at What are the companies that really become big and sustainable? Every cycle, there's only two or three. You know, the Googles, you know, the Facebooks. There's only a couple, and those tend to be funded by the same people.”
Jan 29, 2018 positive
Job seekers should target great companies that are under temporary stress
“I would always say find a great company with a great team of people that is currently under stress. But still looking to hire? That's a very wonderful combination if you can find that, and that's not what most people are looking for.”
Jun 25, 2018 bearish
Social Media Platforms Face Severe Problems from Pending Parliamentary Scrutiny
“And when it comes to social media companies, the House of Commons Digital Media Committee has been holding hearings in London and Washington about the role and activities of these social media platforms. And not just because I'm personally interested in it, bu…”
Jul 2, 2018 negative
Paying Hedge Fund Fees for Mega-Cap Tech Stocks Is Not Valuable
“And I know this is not the greatest thing to say, but being in the hedge fund business for all these years, it's interesting how few hedge funds I give money to. And it's not because I don't want to. It's that the market's gotten more efficient. There's a lot …”
Mar 11, 2019 bearish
Russo: Firm avoided Facebook because its engagement relies on unsustainable conduct
“And I haven't involved capital with Facebook, because within Facebook, though they are probably even more indispensable than Google in terms of programmatic advertising, part of the appeal has been the length of time and the height of passion that people exert…”
Sep 9, 2019
NZ Super Fund leads $10T investor coalition on social media moderation
“Post the Tragedy in Christchurch, we, together with another group of the New Zealand Crown Investors. We got together to lead an engagement with the social media companies about the, well, aimed at preventing the live streaming of objectionable content and sub…”
Oct 7, 2019 negative
Jan 20, 2020 negative
Clarkson: Facebook and Instagram should be off-limits for LP due diligence
“I don't know if Facebook and Instagram are fair places to do diligence on people since it becomes so personal. I feel like that should be a bit of a safe space. Some people use it very mindfully, and that's great, but I say a lot of people are just sharing pic…”
Jun 22, 2020 negative
Blood: Generation invested early in Facebook but exited over data practices
“We were investors in Facebook. Early on. And we ultimately decided that how they were treating information, and how they were dealing with some of their challenges, which they still have, was unsatisfactory to how we were thinking about sustainability.”
Dec 7, 2020
Palihapitiya: Left Facebook after Zuckerberg resisted capital for Facebook phone project
“I was working on a project to build a Facebook phone, kind of like a competitor to Android and iOS, but instead of really just building the product, I had kind of wrapped that whole project up in my own ego, and when I got pushback from Zuck, About the capital…”
Feb 22, 2021 neutral
Tech giant antitrust scrutiny parallels late 19th-century Standard Oil trust-busting
“You had the government agencies in the states suing Facebook, you have these challenges and these emerging powers in Amazon, and you're seeing these comparisons to standard oil back in the late 19th century and how it evolved and the trust busters”
Mar 29, 2021 neutral
Apr 15, 2021 positive
Walden: NFTs establish permanent cryptographic provenance for internet media
“Whereas today, think about an image you see on Instagram. You could screenshot that, you know, crop it, and then paste it on another platform. So like, repaste it on Facebook. And as soon as you do that, you break its entire history, its entire provenance. You…”
Apr 15, 2021 bullish
Walden: Open NFT media libraries let developers build the next Spotify
“One way to think about what's happening with NFTs is we're building this universal open media library on top of which any developer can build the next Spotify or build the next Instagram or build the next Facebook. And when there's a lot more competition, ther…”
Nov 29, 2021 bullish
Cocke: Digital infrastructure is the Class A real estate of the 21st century
“I think that digital infrastructure, which is in the bite index, is 40 digital infrastructure businesses. So think data centers, fiber, towers, cable. I believe that is the class A real estate of the 21st century. It's incredibly recurring, inflation protected…”
Dec 23, 2021 neutral
Fishner-Wolfson: Founders Fund was not a premier VC firm in 2007
“In all fairness, Founders Fund wasn't one of the premier venture funds on the planet back in 2007, right? There really had been no new venture funds It was not like a trivial thing to raise that fund. People were a lot less famous. Facebook was a much smaller …”
Dec 30, 2021 positive
Feb 21, 2022 bullish
Wolfe: Tech veterans from Stripe and Google are returning to Africa
“You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back Sent to millionaires. They've made hundreds of millio…”
Feb 21, 2022
Feb 21, 2022 negative
Wolfe: Denying Early Liquidity to CTRL-Labs Founders Was a Colossal Mistake
“What I realized was what I should have done, which was a colossal and historic mistake, was make sure that we gave some interim liquidity. Because if we had put a few million dollars in that founder's pocket early on, the ability to stay the course would have …”
Mar 14, 2022 neutral
Sethi: A startup's core product-market fit dynamics never improve over time
“One thing that never changes, and we've seen that across every company, we've been a part of Uber, Facebook, Airbnb, Lyft, et cetera. The list goes on where we built a lot of these growth and data science frameworks is that their product market fit and how the…”
Mar 14, 2022 positive
Mar 21, 2022 negative
May 9, 2022 neutral
Bloom: Very few markets are true winner-take-all outside consumer social
“Most markets don't have winner take all either. There's going to be a few people. Consumer social has been one of the areas where there's been real winner take all. Like Facebook existing meant that MySpace was not going to exist, but very few markets really h…”
Jun 27, 2022 positive
Dixon: Hollywood understands Web3 and NFTs while Silicon Valley dismisses them
“People at Google and Facebook, in my experience, just don't get this stuff. Web two entrepreneurs just scratching their heads and they say it's all scams and fraud. They just don't get it. People in Hollywood get it. It's not weird to them. They've been sellin…”
Jun 27, 2022 negative
Jun 27, 2022 bearish
Dixon: Google and Facebook will become low-growth legacy giants like IBM
“I think they're very likely going to become like IBM and HP and just chugging along and not really doing much new innovative stuff. They'll still be around and they'll still have their services, but I think that their relevance and growth are limited.”
Aug 4, 2022 negative
Jun 8, 2023 positive
Saguaro traded Meta from $90 puts to $200 calls in four months
“We were writing put options on Meta slash Facebook in November, and then the 90 dollars or something, and then we turned around and we were writing call options once it got past 200 in March. And so we were able to kind of see the full investment cycle on the …”
Mar 18, 2024 negative
Feb 3, 2025 positive
Facebook ran a 90-day project to grow Zuckerberg and Sandberg's followings
“There was a three-person team that was assembled. It was a ninety-day special project, and the whole goal was to help those two individuals grow their following on Facebook, which, when I tell people that, they always think it sounds a little almost vain, but …”
Feb 3, 2025 positive
Facebook's social good team created Amber Alerts and voter registration features
“The last team I worked on was something called the social good and goodwill team. And that team was tasked with a pretty interesting mandate, which was go do good things in the world using the size, scale, and advantage that Facebook has, but don't worry about…”
Dec 8, 2025
Dec 22, 2025 positive
Mar 2, 2026 neutral
Mar 2, 2026 bullish