also referred to as: meta
includes Facebook Ads, Facebook Ad
32 statements across 17 episodes · 11 bullish · 8 bearish · 16 people on the record · first statement Mar 12, 2025 by Kelly Granat · said 109 times in 22 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Patrick O'Shaughnessy (23), Gokul Rajaram (17), Dylan Patel (11), Ben Thompson (10), Gavin Baker (7), David George (7), Reed Hastings (6), Karim Atiyeh (5)
tap a year for its mentions
2026 64 mentions in 11 episodes 6 per episode
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
- How Ladder Became #1 Strength Training App · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- How to bet on yourself (without venture capital) · Invest Like The Best
- The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- 3 more episodes that year, every mention in 2026 →
2025 45 mentions in 11 episodes 4 per episode
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- How a16z Growth Invests · Invest Like The Best
- The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
- Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
- 3 more episodes that year, every mention in 2025 →
Everything said about Facebook, oldest first
Mar 12, 2025 bullish
Granat: Lone Pine holds large Meta position for AI application commercialization
“And so that's part of why we have such a large position in Meta and have for the last bunch of years as we feel like that's the most real life example at scale of commercializing a lot of the capabilities in core products today, right?”
Mar 12, 2025 positive
Granat: Mark Zuckerberg embodies bold bets, rapid pivots, and executive vulnerability
“Huge focus. Big bets. Willing to be wrong and pivot quickly when realizing that they are wrong. It's having, knowing when to be bold and when to be humble. Attracting, challenging, you know, motivating a really talented organization. And vulnerability.”
May 20, 2025
Jun 10, 2025
Gurley: Believing You Cannot Overpay Is Rational If Assuming Meta-Like Scale
“People that have watched Google or Meta, you know, go from Looking expensive at twelve billion to three trillion. Like, if they assume something might be that, they can't overpay in their mind. Which I think is rational for the independent player.”
Jun 10, 2025 negative
Gurley: Staying private indefinitely deprives companies of feedback that makes CEOs sharper
“The very best CEOs, and I put people like Barton and Vinny off in there. Even Mark at Meta has said this. They believe being public makes them run sharper. And one other negative of these companies staying private forever is they're not getting that feedback.”
Sep 30, 2025 bearish
Patel: Meta's Early AI Efforts Failed Due to Headcount and Weak Leadership
“In a sense, a lot of, like, Meta's problems before they did the superintelligence thing was that they just had too many people that weren't led by leadership, that was amazing and they had, like, a lot of failed experiments and wasted time doing things that di…”
Sep 30, 2025 bullish
Patel: Meta Is Only Company with Full Hardware, Model, and Recommender Stack
“And the only company in the world who has the full stack From good hardware that is a, you know, what Meta just showed with their glasses, with the screen, plus the good models plus the capacity to serve them, plus the knowledge and know-how around recommendat…”
Sep 30, 2025 neutral
Patel: OpenAI and Meta waste massive amounts of compute exploring architectures
“They're wasting a ton of compute. They were, you know, maybe they still are, but you know, like, and everyone's wasting compute, right? OpenAI's wasting tons of compute. Because, you know, what's the Pareto optimal model architecture? Who knows?”
Sep 30, 2025 neutral
Sep 30, 2025 bullish
Patel: ByteDance Is Second or Third Largest GPU User Globally
“They have ByteDance, who's, I think, the third largest user of GPUs in the world after OpenAI, and You know, probably Meta, although ByteDance may be bigger than Meta, the third largest user of GPUs in the world, or second maybe, even ByteDance is.”
Sep 30, 2025 neutral
Oct 6, 2025 neutral
Oct 16, 2025 neutral
Wang: Majority of Disclosed Meta AI Lab Hires Attended Chinese Universities
“And at least from what we can tell in some of the publicly listed hires for Meta's super intelligence lab a substantial number of these really elite. I think there are 11 engineers who are publicly disclosed. Something like seven of them had gone to Chinese un…”
Dec 2, 2025
George: Vast Majority Of Tech Market Cap Creation Goes To The Leader
“The vast majority of market cap creation is going to go to the market leader. And this is probably underappreciated. Like we see this all the time with our peers in the growth investing industry, where they say things like, yeah, you know, even the number two …”
Dec 9, 2025 bearish
Meta and Microsoft failed to build competitive internal frontier AI models
“Because Meta threw a lot of money at it and they failed. Jan LeCun had to leave. They had to have the famous billion dollar for AI researchers. By the way, Microsoft also failed. They did not make such an unequivocal prediction, but they hire, but they bought …”
Jan 6, 2026
Jan 6, 2026 neutral
Hastings: Facebook succeeded expanding core ads like Instagram, struggled in crypto
“What I loved about looking at Facebook's business was, you know, ad supported and everything they did that was on the core, like Instagram worked incredibly well. And when they tried to do crypto or when they tried to do other things that were not big as a boa…”
Jan 29, 2026 neutral
Facebook Used an Annual Engagement Budget to Cap Disruption From Ads
“And so that's what, at Facebook, there was an engagement budget every year that between the newsfeed team and the ads team, we had to adhere to. In other words, ah, we, yes, we wanted this much revenue, but it, the check metric on the revenue was we can't take…”
Jan 29, 2026 bullish
Feb 3, 2026
Horowitz: Elite AI Model Training Cannot Be Learned in Academia
“If you haven't been at like Google or Facebook or open AI or anthropic and like somebody gave you hundreds of millions of dollars to try and build a giant model and you weren't like one of the main people, then you probably don't know how to do it because you …”
May 5, 2026 negative
May 13, 2026 positive
Jun 30, 2026 neutral
Aug 4, 2026 bullish
Baker: Hyperscaler Operating Cash Flow Growth Accelerated to 35% Adjusted
“If we look at operating cash flow, not free cash flow, operating cash flow from Microsoft, Meta, and Amazon has reported accelerated from 28 to 32. There are some actually pretty big unusual items now, like these hyperscalers, they always seem to have, like, b…”
Aug 18, 2026 positive
Aug 18, 2026 bearish
Aug 18, 2026 bearish
Thompson: Early OpenAI ad model would severely threaten Google and Meta
“There's a bit where had they leaned into advertising immediately as soon as ChatGPT was a hit, I think they would have a killer ad product right now. I think that Google would be in much bigger trouble. I think Meta would be in much bigger trouble”
Aug 18, 2026 bearish
Aug 18, 2026 positive
Aug 18, 2026 positive
Thompson: Chinese AI labs remain 6 to 9 months behind frontier models
“I think OpenAI and Anthropic are clearly on the frontier. Who knows what's happening with Google and then Grok and Meta are chasing them. Meanwhile, the Chinese are very capable, very smart, and also definitely distilling these models to sort of stay about six…”
Aug 18, 2026 negative
Thompson: Meta Would Be Better Positioned If It Championed Advertising
“I think if they had made that Communicate that more consistently. They would be in a better place generally from a PR perspective. They would have been a better place relative to Apple, and I think they would have an easier time right now convincing Wall Stree…”