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Facebook

also referred to as: meta

includes Facebook AI Research, Facebook M, Facebook Shops, Facebook Messenger, Facebook AI Team, Facebook API, Facebook Chat, Facebook News Feed

91 statements across 59 episodes · 30 bullish · 12 bearish · 52 people on the record · first statement Dec 5, 2013 by Hilary Mason · said 505 times in 149 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (109), Benedict Evans (31), Justin Borgman (17), Antoine Bordes (15), Chris Dixon (11), William Falcon (10), Mike Dauber (10), Stanislas Polu (9)

tap a year for its mentions
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0102020132014201520162017201820192020202120222023202420252026episodes it came up in
007.510152020132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 48 mentions in 15 episodes 3 per episode
2025 73 mentions in 9 episodes 8 per episode
2024 38 mentions in 16 episodes 2 per episode
2023 38 mentions in 11 episodes 3 per episode
2022 7 mentions in 4 episodes 2 per episode
2021 10 mentions in 4 episodes 3 per episode
2020 36 mentions in 3 episodes 12 per episode
2019 22 mentions in 9 episodes 2 per episode
2018 30 mentions in 10 episodes 3 per episode
2017 25 mentions in 9 episodes 3 per episode
2016 50 mentions in 12 episodes 4 per episode
2015 24 mentions in 12 episodes 2 per episode
2014 44 mentions in 17 episodes 3 per episode
2013 60 mentions in 18 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Facebook, oldest first

Dec 5, 2013
Assertion Partly supported
Mason: Link half-life is 2.8 hours on Twitter versus 3.1 on Facebook
“We found that for Twitter, it's short, it's 2.8 hours. For Facebook, it's a little longer, about 3.1 hours.”
Hilary Mason Dec 5, 2013 ▶ 10:06 Hilary Mason, Bitly // Data Driven NYC #3 // Feb 2012
Dec 5, 2013 positive
Insight
Fernandez: Data startups can out-recruit tech giants by providing unique data
“Yeah, I think the diversity of skill set is critical, and the good news is if you're doing interesting things with data I know at least for us, like, I feel we have a shot at anybody, whether they're at Facebook or Google or doing, you know, wherever they're d…”
Joe Fernandez Dec 5, 2013 ▶ 15:20 "The Business of Data" Panel // October 2011
Dec 5, 2013 neutral
Assertion Supported
Facebook built Hive to provide a SQL interface on Hadoop
“Facebook built Hive, right, because they needed a tool to sit on top of Hadoop, you know, to allow their business analysts to kind of sequel interface to this big data platform.”
Todd Papaioannou Dec 5, 2013 ▶ 20:08 Panel: Continuuity, Sailthru and Visual Revenue // Data Driven NYC #7 // June 2012
Dec 5, 2013
Assertion Not checkable as stated
Budde: ZestFinance does not scrape Facebook data for credit decisions
“Everybody kind of, everybody first off assumes that we're scraping Facebook. We're not.”
Shawn Budde Dec 5, 2013 ▶ 6:19 Panel Discussion // NYC Data Business Meetup // Feb 2013
Dec 19, 2013
Insight
Wilson: Three core differences define Twitter versus Facebook
“I think the important ones are default public versus default private follower versus friending. One-way follow model versus a two-way following model. And open fire hose versus closed fire hose. I think those three things tell you everything you need to know a…”
Fred Wilson Dec 19, 2013 ▶ 16:55 Fred Wilson, USV // Data Driven NYC #18 // Sep 2013 (interviewed by Matt Turck)
Mar 3, 2014 neutral
Opinion
MySpace in 2007 enjoyed the market dominance Facebook has today
“That was back in 2007 where MySpace, you know, had kind of was at the height where probably Facebook is today.”
Tasso Argyros Mar 3, 2014 ▶ 5:17 Tasso Argyros, Aster Data // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital)
Mar 20, 2014 neutral
Assertion Partly supported
In 2014, Google generated $30 per user annually versus Facebook's $6
“Google makes about 30 bucks a year per user. Facebook is doing a little bit worse. They're at six dollars per user”
Sean Gourley Mar 20, 2014 ▶ 10:37 Sean Gourley, Quid // Data Driven #25 // March 2014 (Hosted by FirstMark Capital)
Mar 20, 2014 neutral
Assertion Not checkable as stated
Facebook's infrastructure cost $1.20 per user annually versus $13 for Google
“It costs about buck 20 to run a user on Facebook for a year. That'll vary a little bit depending on which country you're in in the world. It costs 12 bucks, 13 dollars, for a user on Google.”
Sean Gourley Mar 20, 2014 ▶ 10:49 Sean Gourley, Quid // Data Driven #25 // March 2014 (Hosted by FirstMark Capital)
May 27, 2014 negative
Insight
Public cloud does not make financial sense at Facebook scale
“So that's an excellent question, and, ah, there is definitely an, there, ah, you know, there is an inflection point where people, ah, think that, ah, the total cost of ownership, ah, you know, once you're, ah, so suppose you're a Facebook skill, right, of cour…”
Ashish Thusoo May 27, 2014 ▶ 18:42 Ashish Thusoo, Qubole // Data Driven #26 // April 2014 (Hosted by FirstMark Capital)
May 27, 2014
Assertion Not checkable as stated
Facebook data infrastructure capacity planning consistently lagged behind demand
“Having, you know, run big clusters at Facebook, I remember conversations with the procurement team where it was like a big capacity planning exercise trying to predict the future, and yes, I know predictive analytics works to predict the future really well, bu…”
Ashish Thusoo May 27, 2014 ▶ 11:00 Ashish Thusoo, Qubole // Data Driven #26 // April 2014 (Hosted by FirstMark Capital)
Oct 16, 2014 neutral
Prediction Not checkable as stated
Big tech companies, not startups, will drive machine learning innovations
“I think we're gonna probably be seeing innovations from those types of companies, ah, before startups.”
Mike Abbott Oct 16, 2014 ▶ 18:53 Mike Abbott, KPCB // Data Driven #30 // Oct 2014 (Hosted by FirstMark Capital)
Dec 18, 2014 bullish
Prediction Held up
LeCun predicted in 2014 that AI would mediate human social interactions
“And started thinking about the next 10 years. What are the next 10 years going to be for social interactions? And it's pretty obvious to a lot of people that a lot of our interactions you know, with our friends and a lot of interactions with the digital world …”
Yann LeCun Dec 18, 2014 ▶ 11:50 Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)
Nov 23, 2015 positive
Assertion Not checkable as stated
Mashable content predictions compare favorably to Facebook despite lacking granular graph data
“And these results actually compare favorably with the results found by folks at Facebook, for example, who actually have all of the granular information that we don't have about the actual graph structure on which these cascades happen.”
Haile Owusu Nov 23, 2015 ▶ 17:10 Forecasting Content with Mashable's Chief Data Scientist
Dec 17, 2015 negative
Insight
Srivas: Startups should avoid emulating Google or Facebook engineering infrastructure
“Technology wise, they are more advanced, but there's only one Google and one Facebook, right, and everybody else is not like that, so don't try to do that. I mean, as a startup, that's very extreme.”
M.C. Srivas Dec 17, 2015 ▶ 31:46 A Fireside Chat with MapR CTO M.C. Srivas (Data Driven NYC / FirstMark)
Jan 25, 2016 negative
Assertion Supported
Marcus: Facebook M relies mostly on human operators rather than AI
“Facebook's new M service, which they have not rolled out at scale has humans on the back end. There's a little bit of AI in there, but it's mostly, ah, human beings, which is why they haven't rolled it out for a billion customers. They don't have enough human …”
Gary Marcus Jan 25, 2016 ▶ 15:59 Can A.I. Become More Human? // Gary Marcus, Geometric Intelligence (Hosted by FirstMark Capital)
Feb 21, 2016 positive
Assertion Not checkable as stated
Neustar maintained data partnerships with Facebook and Twitter for predictive analytics
“We have a partnership with Facebook. We have a partnership with Twitter also. We use their data, ah, to be able to run our analysis as such.”
Satya Ramachandran Feb 21, 2016 ▶ 19:59 Large Scale Decision Support Systems // Satya Ramachandran, Neustar (Hosted by FirstMark Capital)
Mar 18, 2016 bullish
Assertion Not checkable as stated
Former Facebook CTO Jeff Rothschild called CockroachDB 'the one'
“Jeff had helped me turn down pretty much every database company that ever existed, and he said, this is the one. And, you know, if we were at Facebook, we could do it all over again. This is the product we wish we could use”
Peter Fenton Mar 18, 2016 ▶ 15:33 A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
Sep 30, 2016 neutral
Assertion Not checkable as stated
Chung: Tech giants offer seven-figure salaries to undergraduate AI recruits
“If you go straight to academia and try to pull them out of, even if it's, you know, undergrad, they're getting seven figure offers from Google, Facebook to go work on, whether it's core, Deep learning tech, AI, or better ad targeting.”
Jeff Chung Sep 30, 2016 ▶ 21:16 Venture Capital Investor Panel: Investing in Big Data (Data Driven NYC / FirstMark)
Nov 9, 2016 positive
Disclosure
Vision, language, reasoning, and planning form Facebook's ten-year AI roadmap
“Understanding vision, understanding language, reasoning, and planning, I didn't even talk about planning, are actually a very key element that fits in the whole Facebook Facebook strategy for the tenures.”
Antoine Bordes Nov 9, 2016 ▶ 16:42 Artificial Intelligence at Facebook // Antoine Bordes, Facebook [FirstMark's Data Driven]
Nov 9, 2016
Disclosure
Bordes: Facebook AI Research is not tied to specific product groups
“And actually the lab is not even tied to any application or any product group.”
Antoine Bordes Nov 9, 2016 ▶ 21:34 Artificial Intelligence at Facebook // Antoine Bordes, Facebook [FirstMark's Data Driven]
Nov 9, 2016
Assertion Not checkable as stated
Bordes: Most Facebook users have friends who speak different languages
“Most people are actually friends speaking another language”
Antoine Bordes Nov 9, 2016 ▶ 1:17 Artificial Intelligence at Facebook // Antoine Bordes, Facebook [FirstMark's Data Driven]
Nov 9, 2016 neutral
Disclosure
Ashish Thusoo led Facebook's data infrastructure team before founding Qubole
“Before I started QBOL, I was at Facebook, and I built out, I ran the team that built out the infrastructure there.”
Ashish Thusoo Nov 9, 2016 ▶ 5:08 Making Big Data Accessible Using the Cloud // Ashish Thusoo, Qubole [FirstMark's Data Driven]
Dec 8, 2016
Insight
Production A/B testing at Yahoo and Facebook is a costly experiment
“If you think about A-B testing, that lives much more at the top of the ladder than at the bottom. You know, to actually get to the point where you're, If you're doing A-B testing in production at a large company like Yahoo or Facebook, you have to implement th…”
Raymie Stata Dec 8, 2016 ▶ 9:55 Becoming an Internet Company // Raymie Stata, Altiscale [FirstMark's Data Driven]
Jul 13, 2017 neutral
Opinion
Big tech uses AI and machine learning as its next feature war
“And three, and this is a belief of me that could be wrong, is that actually the big tech firms, Amazon, Facebook, Google, Microsoft, and all the others, they're using AI and machine learning as their next feature war.”
Stan Christiaens Jul 13, 2017 ▶ 6:18 AI, Big Data, and Data Governance // Stan Christiaens, Collibra (FirstMark's Data Driven)
Sep 28, 2017
Assertion Not checkable as stated
Top machine learning talent is heavily concentrated at Google and Facebook
“Almost all of the really smart machine learning people are in less than 10 companies in the world. They're actually in less than five, right? In fact, they're mostly all at Google and Facebook.”
Bradford Cross Sep 28, 2017 ▶ 19:21 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
Nov 20, 2017 neutral
Assertion Not checkable as stated
Hoffman: Internal data represents under 0.01% of global data for most companies
“Most companies out there, their own data represents, like, point oh one percent of the world. It's, unless you're Google, Facebook, Amazon, Tencent, a couple of others, you have a very small sliver of what's happening in the world.”
Auren Hoffman Nov 20, 2017 ▶ 11:57 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017
Insight
Hoffman: Data overhead is the core struggle for non-big-tech AI companies
“So this is the course, the core struggle for almost every single company, except for maybe Google, Facebook, Amazon, Tencent, that has to deal with all these types of issues.”
Auren Hoffman Nov 20, 2017 ▶ 5:32 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Dec 19, 2017
Assertion Not checkable as stated
Goldman Sachs' internal surveillance graph has 100M nodes and 1B edges
“Or in our case, slightly smaller than the Facebook graph, but still about a hundred million nodes and about a billion edges.”
Mayur Thakur Dec 19, 2017 ▶ 5:11 Surveillance Platform for Banks // Mayur Thakur, Goldman Sachs (FirstMark's Data Driven)
Apr 9, 2018 positive
Assertion Not checkable as stated
Glaser: Facebook feed algorithm generated historic business value in computing
“In fact, it would be hard to name a piece of machine intelligence that has generated more business value, maybe in the history of computing, than the rancor that the Facebook team built.”
Harry Glaser Apr 9, 2018 ▶ 2:54 The Conscience of AI // Harry Glaser, Periscope Data (FirstMark's Data Driven)
Jun 8, 2018 negative
Insight
Dixon: Centralized platforms predictably turn hostile to third-party developers over time
“What tends to happen with these big platforms is they start off being very open to, kind of, third parties to startups. Like, if you look at Facebook early on, they embraced Zynga, and they embraced media companies and things like this, and then as they got bi…”
Chris Dixon Jun 8, 2018 ▶ 25:41 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Jun 8, 2018
Disclosure
Chris Dixon meets weekly with three teams leaving Google or Facebook
“I have three of these meetings a week where it's team coming out of Google or Facebook or someplace like that”
Chris Dixon Jun 8, 2018 ▶ 29:50 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Feb 25, 2019
Assertion Not checkable as stated
Tech giants like Google and Uber rely on home-rolled ML infrastructure
“Most of the tooling is kind of home rolled. Best practices haven't emerged yet. We're seeing a lot of, especially large companies, roll their entire own stacks. So Facebook has FB Learner, Google has TFX. Uber has Michelangelo. Airbnb has Big Head.”
Dillon Erb Feb 25, 2019 ▶ 3:10 CI/CD for Machine Learning & AI // Dillon Erb, Paperspace (FirstMark's Data Driven NYC)
Mar 19, 2019 positive
Assertion Not checkable as stated
Borgman: Facebook runs essentially all of its infrastructure using ORC
“Essentially Facebook runs all of their infrastructure using ORC file.”
Justin Borgman Mar 19, 2019 ▶ 9:09 Optionality in Data Architecture // Justin Borgman, Starburst Data (FirstMark's Data Driven NYC)
Mar 19, 2019
Assertion Not checkable as stated
Borgman: Facebook Runs the Largest MySQL Deployment
“Facebook happens to run the largest MySQL deployment as well.”
Justin Borgman Mar 19, 2019 ▶ 2:19 Optionality in Data Architecture // Justin Borgman, Starburst Data (FirstMark's Data Driven NYC)
Jan 22, 2020 positive
Insight
Delangue: Collective open source can outperform tech giants like Google and Facebook
“We believe that actually if all the other companies than Facebook, Google, Apple, Amazon are actually all contributing to the same open source technology, they can actually end up with something way better than each one of these guys could build.”
Clement Delangue Jan 22, 2020 ▶ 22:04 NLP—The Most Important Field of ML // Clement Delangue, Hugging Face (FirstMark's Data Driven NYC)
Jun 10, 2020 bearish
Assertion Supported
Pesenti in 2020: Multi-million-dollar AI training runs are unsustainable for Facebook
“Where it becomes millions is when you do training runs. So some of the training runs in the most advanced system that it comes from our company or other companies out there are starting to be extremely expensive. Yeah. Like you can look at one run in the scale…”
Jerome Pesenti Jun 10, 2020 ▶ 34:56 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Assertion Not checkable as stated
Pesenti: Facebook has more ML engineers outside core AI team than inside
“And actually there are more ML engineers outside my team than within.”
Jerome Pesenti Jun 10, 2020 ▶ 2:54 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 bullish
Assertion Partly supported
Pesenti in 2020: 9B parameter Blenderbot is the largest chat model
“It's the largest chat model out there. It's nine billion parameters.”
Jerome Pesenti Jun 10, 2020 ▶ 28:02 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020
Assertion Supported
Pesenti: Facebook uses embedding algorithms to automatically match misleading content
“And then when they fly content that should be at least, you know, shown as a misleading, then we have this very advanced similarity algorithm that kind of like look at an embedding of the of the content itself. Again, it can be the image itself or a multimodal…”
Jerome Pesenti Jun 10, 2020 ▶ 10:35 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 bearish
Opinion
Pesenti in 2020: Large neural chatbots are not ready for consumer products
“It's not ready for prime consumption, let's be clear. You know, like these bots have lots of interesting side effects. You know, you cannot really control what they're gonna say. But they are quite entertaining, quite engaging, and a lot more human-like than y…”
Jerome Pesenti Jun 10, 2020 ▶ 29:30 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020
Assertion Not checkable as stated
Pesenti: Facebook has as many data scientists as product managers
“So actually, you know, to get an idea, there are as many data scientists in Facebook as they are product managers, right?”
Jerome Pesenti Jun 10, 2020 ▶ 42:56 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Prediction Not checkable as stated
Pesenti: Deepfake detection will never be a solved problem
“It's never going to be a soft problem, right? So it's always going to be an arm race. I'm confident that we can actually identify part of it. I think we can act on it. We can label it in the case where it matters to users, but I'm also confident that it's goin…”
Jerome Pesenti Jun 10, 2020 ▶ 12:42 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 bullish
Disclosure
Pesenti: Facebook is going end-to-end all-in on PyTorch
“We're definitely going all in as PyTorch, you know, end to end. So I think initially when we launched the Onyx strategy, it was more like a multi-framework world. And we had actually two framework internally between PyTorch and Cafe Two, but we're still suppor…”
Jerome Pesenti Jun 10, 2020 ▶ 55:46 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 bullish
Prediction Not checkable as stated
Pesenti: Self-supervised learning will supersede other AI techniques across fields
“Self-supervised learning is really showing promises everywhere, you know, so it's obviously that's the technique behind large language models, but our, you know, my team came up with new papers around vision. So we believe actually that these techniques will s…”
Jerome Pesenti Jun 10, 2020 ▶ 51:48 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Assertion Supported
Pesenti: Facebook trains single XLM-R models across 100 languages simultaneously
“We try to learn a hundred languages at the same time in a single model using transformer architecture”
Jerome Pesenti Jun 10, 2020 ▶ 6:51 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Disclosure
Pesenti: Facebook is not an AI vendor and has no cloud offering
“So for us, actually, we're not selling AI. We're not a vendor. We don't have a cloud offering.”
Jerome Pesenti Jun 10, 2020 ▶ 22:56 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Disclosure
Pesenti: Inference remains Facebook's largest machine learning cost
“Actually, To be clear, the most costly thing we do in ML is still inference cost, because when you put a piece of content within Facebook, it's running hundreds of different ML based algorithm, and they all run on machine parallel, and it's using a huge number…”
Jerome Pesenti Jun 10, 2020 ▶ 34:33 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Assertion Contradicted
Pesenti: Facebook employs 30,000 content moderators
“So we have actually 30,000 moderators that try to really understand if the content that's published on a platform satisfy our policy, but 30,000, given the number, the amount of content, and you're talking about billions of pieces of content every day is not e…”
Jerome Pesenti Jun 10, 2020 ▶ 6:01 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 positive
Assertion Not checkable as stated
Pesenti: Facebook gained a year of usage growth in one month
“Basically the growth that happened in, just a matter of a month was what we predicted would happen over more than a year”
Jerome Pesenti Jun 10, 2020 ▶ 17:03 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Jun 10, 2020 neutral
Assertion Not checkable as stated
Pesenti: FAIR lab had about 300 researchers across eight offices in 2020
“We don't share, but you're yes. Bullpark is good. Yeah.”
Jerome Pesenti Jun 10, 2020 ▶ 3:20 Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
Mar 15, 2021 positive
Assertion Partly supported
Google, Facebook, Microsoft, and OpenAI used Reddit data for AI models
“Google, Facebook, Microsoft, and OpenAI all used Reddit's data to train their conversational AI models.”
Jack Hanlon Mar 15, 2021 ▶ 17:52 Fireside Chat: Jack Hanlon (VP Data, Reddit) with Matt Turck (Partner, FirstMark)
Apr 5, 2021
Assertion Not checkable as stated
95% of machine learning models at Google and Facebook are neural nets
“So if you look at a company like Google or Facebook, almost all of their models, like, 95% of their models are neural net based.”
Bindu Reddy Apr 5, 2021 ▶ 7:12 Fireside Chat: Bindu Reddy (Founder & CEO, Abacus.AI) with Matt Turck (Partner, FirstMark)
May 24, 2021 positive
Assertion Not checkable as stated
Ghodsi: Early Big Tech achieved AI breakthroughs using 1970s algorithms with massive data
“What they were doing is they were taking those algorithms from the seventies that do not work, but they were applying orders of magnitude, more data to it. So a lot of data on modern hardware, and they were getting superhuman results.”
Ali Ghodsi May 24, 2021 ▶ 1:06 Fireside Chat: Ali Ghodsi (Founder & CEO, Databricks) with Matt Turck (Partner, FirstMark)
Mar 8, 2022 negative
Opinion
Azhar: Meta is the weakest of the major big tech companies
“And what's true for Facebook, which is the weakest of the big tech companies is As true for Apple and Google and everyone else.”
Azeem Azhar Mar 8, 2022 ▶ 11:57 Fireside Chat - Azeem Azhar (Author, The Exponential Age) with Matt Turck (Partner, FirstMark)
Sep 12, 2022 bullish
Disclosure
Runway's enterprise clients include CBS, Google, Facebook, and Vox
“We help companies like CBS, Assembly, Google, Red Lab, Facebook, VaynerMedia, Vox, RGA, and countless other companies create better video content faster and literally at a fraction of the cost they're creating it today.”
Cris Valenzuela Sep 12, 2022 ▶ 0:09 Harnessing AI to Make Video Creation a Breeze | Runway’s Cris Valenzuela
Oct 24, 2022
Insight
Housley: Core data engineering issues haven't changed in 20 years
“A lot of the core issues in data engineering actually haven't changed that much in 20 years, and so people got so excited about technology in the transition in the 2000, the internet bubble, rise of Google, the rise of Facebook, that they lost sight of that”
Matt Housley Oct 24, 2022 ▶ 4:39 Fundamentals of Data Engineering | Joe Reis and Matt Housley
Feb 2, 2023 bullish
Prediction Not checkable as stated
Kambadur: Generative 3D AI tools will vastly accelerate building the metaverse
“That's kind of like how the metaverse is gonna happen. We're gonna be able to like walk around and generated three D worlds in VR, and they're all gonna be built Much more quickly than maybe we expected a few years ago.”
Melanie Kambadur Feb 2, 2023 ▶ 7:05 A Conversation on The State of AI | Melanie Kambadur, Meta & Gideon Mann, Bloomberg
May 1, 2023
Assertion Supported
Falcon: Lightning AI hired core Meta PyTorch leads
“We have an in-house PyTorch team, so we hired a lot of the core leads from Meta”
William Falcon May 1, 2023 ▶ 25:33 Build and Deploy AI with Pytorch | Lightning AI Founder & CEO, William Falcon
May 1, 2023 positive
Disclosure
Falcon: Lightning AI rebuilt Meta's LLaMA from scratch under Apache 2.0
“So we took the Lama, like, paper and implemented from scratch completely in Apache two, and we open sourced it. So it's fully, fully usable for enterprises, but we also gave you the training code, not just inference, and we also gave you fine tuning methods as…”
William Falcon May 1, 2023 ▶ 9:58 Build and Deploy AI with Pytorch | Lightning AI Founder & CEO, William Falcon
Jul 26, 2023 positive
Assertion Supported
Matt Turck: Ada has over 300 customers including Meta, Verizon, and Shopify
“Today, the company has over 300 customers using the platform, including Meta, Verizon, and Shopify.”
Matt Turck Jul 26, 2023 ▶ 0:26 AI-First Customer Service Playbook: Ada CEO Mike Murchison on Building Scalable Support with Gen AI
Nov 17, 2023 positive
Disclosure
DeepScribe grew from zero to $6M ARR purely through inbound marketing
“We bought AdWords on Facebook and Google and all of our traffic and all of our initial sales from I think zero to six million in ARR came from inbound.”
Akilesh Bapu Nov 17, 2023 ▶ 27:18 AI Medical Scribe Breakthrough: DeepScribe CEO Akilesh Bapu on Healing Doctor Burnout
Feb 15, 2024
Assertion Partly supported
Van Luijt: OpenAI recommended Weaviate when deprecating its search endpoint
“OpenAI had a they had a search endpoint that they deprecated. This is pre-ChatGBT, so, but they, so they deprecated that search endpoint, And say, well, you know, you just can buy our embeddings. There are three ways that you can index them and search for them…”
Bob van Luijt Feb 15, 2024 ▶ 31:31 Vector databases and the $8 trillion open source market | Bob van Luijt, CEO of Weaviate
Apr 10, 2024 bearish
Assertion Not checkable as stated
Evans: Meta Quest 3 lacks traction with roughly 10M active users
“Meta has the Quest III, which is a perfectly good, credible consumer device. It does not have traction. Does not have a, it's probably got, I don't know, maybe ten million active users. Huge abandonment rate in the past. It's not really good for anything other…”
Benedict Evans Apr 10, 2024 ▶ 45:52 Is AI a platform shift or a paradigm shift? With Benedict Evans
May 16, 2024 bullish
Assertion Not checkable as stated
Antitrust locks Big Tech out of M&A, empowering Snowflake and Databricks
“But you look at like Amazon, Google, Facebook, Microsoft, all are under an attack trust and basically impossible for them to acquire. So there's, you don't really have the big chip stacks at the table anymore, which means if you're an acquirer like Snowflake o…”
Tomasz Tunguz May 16, 2024 ▶ 36:08 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Jul 2, 2024 positive
Prediction Not checkable as stated
Azhar: AI adoption will lead traditional companies to operate like Amazon
“I suspect companies start to look a lot more like, or they'll behave more like Amazon does or more like, you know, Facebook when it was Facebook rather than Meta, which is that there's just lots of experimentation on the edges.”
Azeem Azhar Jul 2, 2024 ▶ 28:33 From Business to Warfare: How AI Affects the Modern World | Azeem Azhar
Nov 8, 2024 neutral
Assertion Partly supported
Meta, Google, and Amazon on track for $200B in AI capex
“The three top companies, MetaGoogle and Amazon, are on track to invest two hundred billion in AI infrastructure this year.”
Matt Turck Nov 8, 2024 ▶ 3:57 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 14, 2024 positive
Opinion
Benaich: Meta's AI shift is one of public market's best ROI trades
“Yeah, I mean the, it's probably one of the best like ROI trades of like a public company in like a long time.”
Nathan Benaich Nov 14, 2024 ▶ 14:12 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 positive
Assertion Partly supported
Benaich: Meta reported a 7% to 10% click-through gain on generative ads
“He gave some stats around how consumers click through at a higher rate, and it was material, it was like something in the range of seven to 10% click through improvement on generative ads.”
Nathan Benaich Nov 14, 2024 ▶ 17:43 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 negative
Opinion
Consumers buy Meta smart glasses for audio, not for AI features
“There's like, people like the glasses because the music is great. Like the AI sucks, basically, as far as I can tell from people, but the music is great.”
Nathan Benaich Nov 14, 2024 ▶ 34:08 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Jan 23, 2025 neutral
Insight
Ben Rogojan: Non-Big Tech data engineers must manage their own pipeline tooling
“At Facebook, you essentially have your internal airflow that a different team runs, and you can just push files to it and it picks up the data pipelines, you know, automatically. Whereas in most other companies, you might be the person that has to even manage,…”
Ben Rogojan (Seattle Data Guy) Jan 23, 2025 ▶ 13:55 Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
Jan 23, 2025
Assertion Not checkable as stated
Ben Rogojan observed ML engineers at Facebook accessing data directly from warehouses
“Some companies do have maybe the ML engineers access data more directly from maybe the data warehouse, which was things I saw like at Facebook.”
Ben Rogojan (Seattle Data Guy) Jan 23, 2025 ▶ 8:29 Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
Jan 30, 2025 positive
Assertion Supported
Borgman: Presto is mostly Facebook internal, while Trino is the mainstream branch
“They started as identical copies, but the code bases have diverged quite a bit. And today Presto is really just used by Facebook. So it's sort of like their own private branch in a way used by a small number of people. And Trino has become the mainstream commu…”
Justin Borgman Jan 30, 2025 ▶ 13:00 Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
Jan 30, 2025
Assertion Partly supported
Borgman: Facebook ran all data warehousing analytics on Presto
“It was really how Facebook was running all of their data warehousing analytics.”
Justin Borgman Jan 30, 2025 ▶ 7:56 Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
Feb 6, 2025 positive
Assertion Supported
Masad: Mark Zuckerberg is reversing identity-based hiring at Meta
“You see Zuck, you know sort of bringing fast Facebook back, or meta back to the hacker culture and reversing a lot of the sort of identity-based hiring and identity-based sort of promotions and all of that stuff.”
Amjad Masad Feb 6, 2025 ▶ 1:27:57 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
Feb 6, 2025
Assertion Not checkable as stated
Masad broke Facebook's Android beta for 10 million users during bootcamp
“At some point I broke the Android app for like ten million ten million users, the beta users”
Amjad Masad Feb 6, 2025 ▶ 13:34 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
Feb 6, 2025
Assertion Not checkable as stated
Masad was among the first four engineers on React Native
“So this project called Catalyst at the time, which became React Native, and I was the first to I was one of the first, like, three or four people to work on it.”
Amjad Masad Feb 6, 2025 ▶ 14:43 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
Mar 27, 2025
Assertion Not checkable as stated
Lin Qiao: Meta had hundreds of engineers building PyTorch and its infrastructure
“We have hundreds of engineers building PyTorch and infrastructure around PyTorch, but at the same time, I believe PyTorch within Meta probably has thousands of users.”
Lin Qiao Mar 27, 2025 ▶ 19:23 Why This Ex-Meta Leader is Rethinking AI Infrastructure | Lin Qiao, CEO, Fireworks AI
Mar 27, 2025
Assertion Not checkable as stated
Meta spent five years rebuilding PyTorch's backend for internal scale
“It took us five years. Took us five years to get the stage supporting almost all internal needs using deep learning and mass and massive scale.”
Lin Qiao Mar 27, 2025 ▶ 6:48 Why This Ex-Meta Leader is Rethinking AI Infrastructure | Lin Qiao, CEO, Fireworks AI
May 22, 2025 neutral
Assertion Supported
Evans: Google and Meta delayed LLMs in 2022 due to high error rates
“This is why Google and Meta didn't launch their own LLMs in twenty-twenty-two when they had them as well, because they looked at them and said, well, they're wrong too much.”
Benedict Evans May 22, 2025 ▶ 38:52 AI Eats the World: Benedict Evans on What Really Matters Now
May 22, 2025
Assertion Supported
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Benedict Evans May 22, 2025 ▶ 40:35 AI Eats the World: Benedict Evans on What Really Matters Now
May 22, 2025
Insight
Evans: Meta and AWS both benefit from AI becoming cheap commodity infrastructure
“In a sense, like, AWS and Meta are on the same page, and then Meta wants this to be cheap, generic commodity infrastructure that's sold at marginal cost, and they will differentiate on cool Facebooky stuff on top. Amazon want this to be cheap, generic commodit…”
Benedict Evans May 22, 2025 ▶ 42:21 AI Eats the World: Benedict Evans on What Really Matters Now
Jun 26, 2025 positive
Insight
Rauch: Career alpha comes from choosing emergent tech over high-status trends
“Where I found the alpha in my life was in actually not immediately go to the thing that was like the obvious high reputation thing. When I started using JavaScript, it was considered to be toy programming language. And it couldn't be fast and it couldn't be co…”
Guillermo Rauch Jun 26, 2025 ▶ 1:36:42 Guillermo Rauch: Why Software Development Will Never Be the Same
Jul 17, 2025 positive
Assertion Not checkable as stated
Laskin: Reflection AI regularly beats OpenAI, Anthropic, and DeepMind for talent
“We win over candidates over OpenAI and Anthropic Meta, DeepMind regularly.”
Misha Laskin Jul 17, 2025 ▶ 1:01:22 Ex‑DeepMind Researcher Misha Laskin on Enterprise Super‑Intelligence | Reflection AI
Oct 30, 2025 negative
Assertion Supported
Meta raises tens of billions in off-balance-sheet debt for data centers
“You have this, sort of, offloading of debt from big companies, for example, Meta, that raises tens of billions of dollars to fuel its data center ambitions, but that doesn't sit on Meta's balance sheet.”
Nathan Benaich Oct 30, 2025 ▶ 15:26 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Feb 5, 2026 neutral
Assertion Partly supported
Patel: Meta operates two MTIA chip lines for recommendations and Gen AI
“Meta actually has two lines of AI chips. They're MTIA. There's a line that's focused on recommendation systems, and then there's a line that's focused on Gen AI.”
Dylan Patel Feb 5, 2026 ▶ 22:08 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 19, 2026 positive
Assertion Supported
Zeghidour: Meta's LLaMA and DINO models were developed in Paris
“Lama was started in Paris. Dino, which is the most groundbreaking vision work from Facebook was developed in Paris.”
Neil Zeghidour Feb 19, 2026 ▶ 1:18:50 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Mar 19, 2026 neutral
Insight
Evans: Meta and Google do not need standalone LLM monetization
“Because if you are Meta or Google, You've got this whole other highly profitable business, which now needs to have LLMs inside it, powering all sorts of capabilities and features, and you probably want them to be your LLMs rather than somebody else's. But you …”
Benedict Evans Mar 19, 2026 ▶ 4:59 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Jun 25, 2026 neutral
Assertion Not checkable as stated
Prince: Meta is targeting a 50-to-1 manager span of control
“Meta is trying to get to 50 to one.”
Matthew Prince Jun 25, 2026 ▶ 1:09:57 Cloudflare CEO: The Internet's Business Model Is Dead
Jul 9, 2026 positive
Disclosure
Stripe powers direct checkout inside Meta ads
“Meta is another example, a little bit of a different flavor, but we're powering checkout right inside ads.”
Emily Glassberg Sands Jul 9, 2026 ▶ 3:55 The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
Aug 27, 2026 negative
Opinion
Greenblatt: Broad AI access does not prevent misaligned power-seeking takeovers
“Giving broad access to AIs does not solve the problem of the AIs having drives of their own that are highly misaligned and the AIs being power seeking in various ways, or the AI is trying to take over which could happen, you know, Via various routes.”
Ryan Greenblatt Aug 27, 2026 ▶ 1:02:28 AI Could Take Over in 2029. Is It Already Too Late?
Aug 27, 2026 negative
Opinion
Mark Zuckerberg's open-source vision underestimates transformative superintelligence
“When Mark thinks about super intelligence, he's not really imagining anything very concrete. He just means like an AI that's like a really awesome assistant that is in your smart glasses or whatever. And like, I'm just like, that's not really like what I mean …”
Ryan Greenblatt Aug 27, 2026 ▶ 1:02:57 AI Could Take Over in 2029. Is It Already Too Late?
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