Meta, every mention
24 scenes, the whole family · ← back to Meta
tap a year for its mentions
every year anyone Ben Thompson 25John Collison 12Patrick Collison 4Dan Sundheim 4Evan Spiegel 3Bret Taylor 3Zach Abrams 2Satya Nadella 1Mati Staniszewski 1Marc Andreessen 1
Verbatim, from the transcripts: the passages where Meta comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 30:10 Evan Spiegel Um, and then I think the second lesson is sort of a follow on from that, because the other thing that we found is that, you know, as Facebook grew and Instagram grew, 2 times in the scene
- ▶ 46:54 Evan Spiegel In fact, a lot of what inspired Snapchat in the early days was that we didn't like Facebook.
The world of voice AI, with Mati Staniszewski of ElevenLabs
- ▶ 44:24 Mati Staniszewski But the, the best proof of the technology working, so recently we are announced our work with Deutsche Telekom and T-Mobile, with Revolut, with Klarna, with Meta, with IBM.
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
- ▶ 1:12:25 John Collison But yeah, that makes it very hard when you, as you said, you just can't dog food your, like, people at Facebook use Facebook, and that's how you make the product good.
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 1:24:41 Bret Taylor Um, I, both Google and Facebook, where I spent, uh, some of my early career both did this well, where, you know, in, like, a product review, you weren't just talking to a manager, you were talking to the, you know, tech lead and PM who are…
- ▶ 1:34:45 Bret Taylor Uh, Facebook. 2 times in the scene
Stripe’s 2024 annual letter
- ▶ 3:59 John Collison On Universal ads, anyone can now buy a TV spot and run it on NBCUniversal or Fox like they would on Facebook.
Stripe’s 2025 annual letter
- ▶ 6:13 John Collison So when Facebook changed from a college-only network to a public platform in 2006, anyone with a browser could create an account, but anyone with money couldn't necessarily advertise. 2 times in the scene
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 10:15 Ben Thompson Um, which by the way, Facebook is very happy to do over the last six months.
- ▶ 12:34 John Collison So are you saying that, like, the AI ads should be more like Facebook ads than Google ads? 2 times in the scene
- ▶ 18:05 Ben Thompson So this is where Facebook. 16 times in the scene
- ▶ 24:39 Ben Thompson I wrote about TikTok in the context, I mean, more about TikTok, I think, uh, in the context, particularly this kind of meta.
- ▶ 41:59 Ben Thompson And he's like, actually the largest and most successful agent in the world today is Facebook advertising, which is exactly right. 3 times in the scene
- ▶ 1:27:14 Ben Thompson Meta's probably, in my experience, 4 times in the scene
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 51:33 Satya Nadella Meta will be there.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 53:32 Zach Abrams All the economics of building on the platform, like it's not that different than being Zynga and building on Facebook. 2 times in the scene
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 57:04 Dan Sundheim I think Meta is trading at a higher multiple than it did for the last 10 years, and I mean, we'd have to look, like, don't take that as fact, but I would say Meta's multiple has expanded over time, even though, just with the law of large… 3 times in the scene
- ▶ 1:32:53 Dan Sundheim Um, they're not like tech companies like Google or Meta where they're just dominant, like, JPMorgan is dominant in the US, but like, Europe doesn't matter, like same thing with the European banks.
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 52:52 John Collison It seems like Meta has mostly solved that. 4 times in the scene
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 31:44 Marc Andreessen People in Boston will say that, again, two points in, they'll say that the final blow was probably when Mark Zuckerberg could not raise venture capital for Facebook and had to leave and come west.
- ▶ 1:23:30 John Collison Just at a certain point, Google and Facebook and all of these companies start to work, and if you try to launch Facebook in 1998, it doesn't work because there aren't enough, um, you know, internet connections. 2 times in the scene
A Cheeky Pint with Cognition CEO Scott Wu
- ▶ 4:42 Patrick Collison Alex now of Meta. 2 times in the scene
- ▶ 6:01 Patrick Collison Obviously, you know, Mark Zuckerberg was very young when he started working on Facebook, and when it was like a real breakout, you know, he was still very young. 2 times in the scene