Meta Platforms, every mention
4 scenes (2026) · ← back to Meta Platforms
tap a year for its mentions
every year 2026 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,