Meta Platforms, every mention

2 scenes (2026) · ← back to Meta Platforms

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

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Benedict Evans: OpenAI’s Moat Problem & the Future of Software Mar 19, 2026 · 1 mention

  • ▶ 2:30 Benedict Evans But the question with LLMs is, like, they're very expensive and very hard, and so you can kind of fail to get onto the ladder or fall off the ladder for like Microsoft on the one hand and Meta for the meantime on the other hand.

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 1 mention

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