Meta
also referred to as: facebook
includes Facebook Ads, Facebook Advertising
10 statements across 4 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Oct 6, 2025 by Tobi Lütke · said 57 times in 14 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Ben Thompson (25), John Collison (12), Patrick Collison (4), Dan Sundheim (4), Evan Spiegel (3), Bret Taylor (3), Zach Abrams (2), Satya Nadella (1)
tap a year for its mentions
2026 39 mentions in 8 episodes 5 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- What comes after smartphones, with Evan Spiegel of Snap
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- Stripe’s 2025 annual letter
- The world of voice AI, with Mati Staniszewski of ElevenLabs
- The history and future of AI at Google, with Sundar Pichai
- Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- Stripe’s 2024 annual letter
- every mention in 2026, scene by scene →
2025 18 mentions in 6 episodes 3 per episode
- Dan Sundheim of D1 Capital on the art of public market investing
- Tobi Lütke is still captivated by internet commerce, 20 years later
- A Cheeky Pint with Cognition CEO Scott Wu
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- every mention in 2025, scene by scene →
Everything said about Meta, oldest first
Oct 6, 2025 positive
Nov 18, 2025 neutral
Nadella: AI front doors will remain highly competitive among major tech firms
“Because the good news here is there is going to be multiple. I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there. We're going to be there. Meta will be there. Perplexity. There's going to be a lot of…”
Feb 12, 2026 bullish
Feb 12, 2026 positive
Feb 12, 2026 bearish
Feb 12, 2026 neutral
Ben Thompson: Advertising business models are fundamentally incompatible with being platforms
“And the problem is that I think being an advertising based model is generally incompatible with being a platform. The whole point of a platform is you're letting something else shine, something else bring to the surface. You're just on your, you're the support…”
Feb 12, 2026 positive
Feb 12, 2026 neutral
Thompson: In algorithmic media, absolute volume of good content beats hit rate
“What actually matters, and this is a key thing, people get hung up on relative numbers, and what matters is absolute numbers. So it is better to have .one percent of your content is good if your content is like in the billions or trillions, as opposed to, oh, …”