also referred to as: meta
8 statements across 8 episodes · 2 bullish · 3 bearish · 7 people on the record · first statement Jun 13, 2024 by Brian Janous · said 39 times in 23 episodes since 2022 · across every show →
Mentions by year
brought up most by Shayle Kann (15), Jeremy Eliahu-Ontiveros (9), Brian Janous (3), Varun Sivaram (2), Nat Bullard (2), Astrid Atkinson (2), Stephen Lacey (1), Shanu Matthew (1)
tap a year for its mentions
2026 19 mentions in 7 episodes 3 per episode
- Inside the AI power wars
- What comes after the data center backlash?
- How data centers are complicating transmission expansion
- The rise of flexible data centers
- Battery booms and the rise of flexibility [partner content]
- AI scaling pathways: on grid, on edge, off grid, off planet
- PJM and ERCOT navigate a capacity rollercoaster
- every mention in 2026, scene by scene →
2025 13 mentions in 11 episodes 1 per episode
- Catalyst Live at SF Climate Week
- More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- Will inference move to the edge?
- Who benefits from the AI power bottleneck?
- Calibrating hype with Akshat Rathi
- When to colocate data centers with generation
- The mechanics of data center flexibility
- The U.S. nuclear groundswell
- 3 more episodes that year, every mention in 2025 →
2024 5 mentions in 4 episodes 1 per episode
2022 2 mentions in 1 episode
Everything said about Facebook, oldest first
Jun 13, 2024 bearish
Janus: Chip efficiency gains will not reduce AI data center power demand
“If let's say Meta, for instance, finds a piece of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt da…”
Feb 6, 2025 positive
Bullard: DeepSeek V3 matched Meta Llama 3.1 using under 2.8M GPU hours
“And the sort of benchmark to compare it to would be the Lama 3.1 model from meta, which had four and five billion parameters and just under thirty one million training hours. And deep seek is getting similar results of V three with six hundred and seventy one …”
May 1, 2025 bearish
Schroepfer: Meta's Portal Failed Because Dedicated Video Chat Market Was Too Small
“We built this thing at medical or Facebook at the time called the portal. And it was a video chat device and it was amazing. It was basically center stage before you had it. You could stick it in the corner and video chat with your kids and it would follow you…”
Sep 12, 2025 neutral
Dec 18, 2025 neutral
Meta study: AI energy costs split evenly across pre-processing, training, and inference
“There was a study we did when I was a visiting research scientist at Meta where we Found that energy costs for AI were roughly broken into three categories. There's a data pre-processing aspect as well, and that's about a third. The training is another third, …”
Mar 30, 2026 positive
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”
Jun 25, 2026 negative
States use tech hyperscalers' ratepayer pledge to fight transmission tariffs
“In their complaints to FERC, for example, a bunch of states have cited that pledge, and I think that creates it's an opening for any time anyone wants to argue against however a tariff is getting structured, or a new transmission line, or whatever it might be …”
Jul 9, 2026 neutral
Eliahu-Ontiveros: Meta modern AI data centers omit backup generator sets
“Another interesting thing they've done, for example, is more at the data center level than at the energy level, but no backup. You look at any one of the modern meta data, so they don't have any gensets, or they have, you know, like, 10 megawatts for a hundred…”