Meta Platforms, every mention
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tap a year for its mentions
every year anyone Tom Russo 11Pat Dorsey 7Jonathan Tepper 5Avichal Garg 4Alex Sacerdote 4Ted Seides 3Justin Fishner-Wolfson 3Josh Wolfe 3David Blood 3Rick Heitzman 2
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 57:47 Pat Dorsey The longest standing position in our portfolio is Meta, which we first bought in, in 7 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 46:16 Rajiv Jain Altria has outperformed Mera.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 1:03:00 Gavin Baker The JAX team at Google got into a giant fight with the PyTorch team on Meta on X, and the heads of each company's respective AI division had to make a public truce and instruct their troops to stop fighting.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 59:12 Ashby Monk Google and Facebook and all of the accommodations they were making for engineers, dentists,
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 25:38 Alex Sacerdote These are the big LLM companies like OpenAI, XAI, Google Gemini, Meta.
- ▶ 38:13 Alex Sacerdote Meta is something like 22 times earnings. 3 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 40:21 Josh Wolfe In the same way, I didn't trust Meta and many of their products.
- ▶ 59:15 Josh Wolfe He was 2021 years old, made nearly a billion dollars with the sale of Oculus to Meta, got fired because he was an early Trump supporter back in 2016.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 45:07 Mason Morfit There are analogous lessons from the Roblox matching systems and algorithms and how they've used AI to pair you with something that some creator has made is super relevant for Disney thinking about how to match viewers to a TV show or from…
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 4:25 Ted Seides When you think about the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton might come to mind.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 28:09 Matt Miller Well, if you think about it this way, hey, I'm a Google or I'm a Meta, and I want to be a hundred percent renewable power, but my data center might sit in Illinois next to a coal plant.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 30:58 Brett Barakett It could just be, we saw very recently, both with Elon Musk and X, and with Zuckerberg and Meta, two great examples of CEOs saying,
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 43:36 Jonathan Tepper Meta, which falls into the sort of media advertising company, which I was referring to earlier, bought it when it had reached about a 103 dollars, about 10% for cashflow yield. 4 times in the scene
Morgan Housel – Same as Ever (EP.359)
- ▶ 11:41 Morgan Housel I think the equivalent would be if you are a VC investor and the first investment you ever make is Facebook in 2006 and you make 5000 times your money, whatever.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 22:17 Rick Heitzman Facebook meta has hundreds of engineers here. 2 times in the scene
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 39:31 Allison Thacker What Meta did this year is pretty important as a signpost.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 52:03 Beezer Clarkson It also shows you for the really big wins, the coin bases, the Facebooks, those are in the land of the consumer, but they're very spiky.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 10:57 Louis-Vincent Gave I'm going to hold on to my Facebook, and that's going to come back, and I'm going to hold on to my Netflix, and I'm going to hold on to my Nvidia, because these are great companies, and it's going to come back.
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 32:30 Greg Lippmann Whereas if Facebook stock crumbles or the, or the tenure note soars,
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 55:54 Paul Enright And there were a couple of times where I've actually traded out of things where I like, I don't own Facebook anymore.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 8:14 Avichal Garg The second one, the Facebook with Curtis, we're product people.
- ▶ 17:04 Avichal Garg After we sold the company to Facebook, and we were exploring what to do next, we actually thought we would start another company.
- ▶ 53:06 Avichal Garg And it's one of these moments, it's like a Facebook versus MySpace situation. 2 times in the scene
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 38:30 Chris Dixon People at Google and Facebook, in my experience, just don't get this stuff.
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 34:09 Stephen McKeon What you hear about is the metaverse from NVIDIA and Facebook, and obviously all the activity that's happening within Web three is really just an extension of the world we're already living in.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 47:10 Marcos Veremis Then they understand that software engineers all over the world are working on this, like they did work for Facebook in 2006 and seven.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 38:16 Josh Wolfe I'm part of that too, but now Zuck et al., and remember, in Anderil, which is our, one of our top defense companies, it was founded by a guy, Palmer Luckey, who founded Oculus and sold it to Facebook, but the central conceit of virtual…
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
- ▶ 25:28 Joelle Kayden Yeah, I think venture capitalists will tell you that the team that you back matters the most, and there are extraordinary numbers of very talented teams coming out of large, successful technology companies, whether they're Stripe, or…
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 1:02:03 Fabrice Grinda And at the same time, the web today is controlled by these massive intermediaries, the Googles, the Apples of the world, the Facebooks who take their
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 52:12 Ben Gilbert Facebook, enormous market.
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- ▶ 37:29 Justin Fishner-Wolfson Facebook went public. 3 times in the scene
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 47:51 Bill Trenchard They may have been at Google or Facebook or somewhere like that, and they might have a small scout check that they can write, or they want to write a personal check, and that's totally fine with us.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 49:52 Chas Cocke I don't have to pick whether Google's going to beat Facebook and building the metaverse.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 46:18 Jordi Visser I don't envision this to be like the tech boom with Facebook, Apple, Amazon, Microsoft, Google, and their ability to dominate the software and, and smartphone world in terms of getting these big things in web too.
Satya Patel – Homebrew (Manager Meetings, EP.18)
- ▶ 56:17 Satya Patel Gokul is a longtime product executive at DoorDash and Square and at Facebook, but he and I worked together at Google and he gave me tremendous responsibility paired with tremendous support in the early days of Google.
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 31:37 Matt Brown There's Facebook scary technology data, but they're watching everything.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 14:36 Jeff Hausenbold I had to then deal when Instagram was bought by Facebook and the markets didn't understand that one was monetizing through advertising.
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 8:50 Michael Sonnenshein And Second Market had made a name for itself trading private company stock, Facebook, other things like that before it went public, but it also gotten involved in the Bitcoin space.
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
- ▶ 1:08:14 Rostin Behnam Rockefeller was just such a fascinating individual, and I've read the book, but now even as we're going through this time where, look, you had the government agencies in the states suing Facebook, you have these challenges and these…
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 39:41 Chris Dixon There's a bunch of very interesting new blockchains focused on payments, including Libra, which is Facebook's blockchain effort.
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 31:50 David Blood So for example, and I think my partners hate it when I say this, but we were investors in Facebook. 2 times in the scene
- ▶ 42:58 David Blood Facebook is an example of it.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:03 Larry Siegel Facebook, Apple, Netflix, Microsoft, Amazon, and Google.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 42:09 Jonathan Tepper But even moving beyond price, so in the case of the digital giants, Facebook's free, Google's free, so like, who's complaining?
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 15:44 Scott Kupor In the success case, right, you get a Mark Zuckerberg at Facebook, or you get a Jeff Bezos, or you get a Larry Ellison, or a Larry Page, and
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 9:11 Manny Friedman Just as important on your investment if it's successful, whether it be a real estate, whether it be a business, whether it be Uber, whether it be Facebook, whether it be the newest AI company, we're not going to tax you on that investment…
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 6:16 Tom Russo Has become a massive engine for them, and the advertising potential, the viewership, the hours, it's being commercialized at a fast rate, and it's becoming extremely valuable, and the growth in programmatic advertising is something that I… 9 times in the scene
- ▶ 23:56 Tom Russo And it will likely grow, and begs the question about Facebook and Amazon, and as I mentioned with Amazon, the insight there is not privately held, it's just they have a massive competitive advantage in delivery costs, and they, they have… 2 times in the scene
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
- ▶ 35:51 Peter Troob And I'm not begrudge anyone to buy Apple or Google or Facebook.
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 35:45 Ted Seides It's been very hard for anyone to know that you should have owned Google and Facebook and Amazon, and if you didn't, you're probably going to underperform the S&P.
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 53:27 Ted Seides They buy Facebook.
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 45:17 Steve Galbraith You know, just throw in the towel, own Facebook, Amazon, Netflix, and Google, and call it a day, you know.