Meta Platforms, every mention

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every year anyone Ben Thompson 4Sundar Pichai 3Evan Spiegel 2Marc Andreessen 1Dan Sundheim 1Charlie Songhurst 1

Verbatim, from the transcripts: the passages where Meta Platforms comes up

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What comes after smartphones, with Evan Spiegel of Snap Apr 27, 2026 · 2 mentions

  • ▶ 29:59 Evan Spiegel And so I think that, that was one of the, the reasons why Snapchat was able to grow, because when we were first getting started, we just heard from everyone, you're never going to be able to compete with Meta, right? 2 times in the scene

The history and future of AI at Google, with Sundar Pichai Apr 7, 2026 · 3 mentions

  • ▶ 4:37 Sundar Pichai Or think about if you were on Facebook, Instagram came out. 2 times in the scene
  • ▶ 15:00 Sundar Pichai You know, Amazon has done well since Google came into the picture and Facebook, so we underestimate the growth scenario of how all these things work, right?

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 4 mentions

  • ▶ 12:21 Ben Thompson The way you get there is you build a meta style understanding of the user and show them stuff that's relevant to them. 4 times in the scene

Dan Sundheim of D1 Capital on the art of public market investing Oct 22, 2025 · 1 mention

  • ▶ 1:14:04 Dan Sundheim Like, you, you know that, like, there is a system that you can't have Donald Trump can't wave his hand and get rid of meta because he doesn't like,

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley Oct 1, 2025 · 2 mentions

  • ▶ 13:48 Charlie Songhurst Meta's founded in 2004 at the bottom.
  • ▶ 1:30:19 Marc Andreessen Like, they seem to have outsourced their thinking entirely to Meta, and so there is this, like, dysfunctional version where you're kind of outsourcing your thought to the competitor, and then, you know, there's the Peter critique of, like,…
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