Meta

“Like my point of view is that it's almost impossible to communicate a three-dimensional or four-dimensional experience on a two-dimensional screen.”

“Jack Dorsey and Ev Williams And BizStone were launch partners of the Facebook platform, and they built Twitter to update Facebook statuses.”

“I did post on the Threads yesterday as one of 2500 early adopters.”

“Now it does mean it'll monetize much worse, right? Like text monetizes terribly. So it's not like, I don't think it's hard for me to imagine it being financially like deeply meaningful, but I think it'll be a great application.”

“The nice part about ripping off Twitter, if that's what this is, which it is is no one likes Twitter. So no one's like, oh, you ripped off Twitter.”

“All they need to do is convert, I guess, about 18% of Instagram to threads, and they'll have an app the size of Twitter.”

“Yeah, I mean, I think that whatever, the three percent pop in Facebook stock this morning was worth half of, was a twenty billion dollar pop on, I believe, mostly this news.”

“I actually am pretty optimistic. I think this will work. Now, whether it kills Twitter or just becomes yet another place you post things, I think is TBD. Like, I don't, it's hard to see it killing Twitter”

“I think that the mainstream audience is going to be on threads and it's going to be powerful. And so I think to Sam's point, that distribution, Advantage can't be ignored and it will be very powerful three years from now, no question.”

“Facebook did 15 takes that we didn't roll out.”

“I mean, every social communicator, every, whether it's Yahoo, AOL, Facebook, everything becomes chat in the end.”

“Facebook was originally a Florida LLC, right?”

“I started that conference and I don't even get invited to it anymore.”

“Character AI, sayonara. Like, it's not like, you know, it's, these are cool ideas, but the reality is you have the data, you have the distribution. AI is an easy tack on for platforms. This is not disruptive. It's just extending what they can already do.”

“They clearly don't have it under control, or at least Twitter, whatever Twitter calls itself, doesn't. Meta seems to be in a much better position.”

“I'm in a hedge fund across from Google, you can see in the background, and the story is, unsurprisingly, they're shipping it to Microsoft and Meta and all the big companies. They are not shipping it to little companies anytime soon.”

“Meta is a great business platform. Like, you take a lot of different products, you plug it into the machine, it is a great business platform that happens to also have some great products.”

“Five years before that, I literally tried to do this with Facebook. Right? Like, we tried to centralize it, and that didn't work, right?”

“Yeah, but Facebook platform died, babe. It didn't work.”

“Meanwhile, Secretary Raimondo is telling me that all the big tech companies, OpenAI, Meta, Google, and so forth, are cooperating, are, and down to the level of agreeing to tell the government when they're running their next model.”

“Adam is one of the highest integrity people that I've ever worked with. He's a very principled person and he you know, he's a very deliberate, very rational very serious actor. He's a very serious person, and so it does bother me a little bit that there's a lo…”

“And candidly, I think had Facebook bought the DMV a long time ago, you know, the world would be a better place. We'd have better, better online identity. And, ah, and maybe we'd be a little bit safer from some of the crazy interference we see, ah, these days i…”

“Part of the real answer for crypto for those types of use cases is I think pretty simple, which is everyone wants to be the CRM of record for that, but no one wants that person to be the CRM of record for that, right? So it's basically just like a standoff whe…”

“As the internet has kind of become like, I think we can safely say in 20, 24, the internet has become culture worldwide. Like you have this, Splintering of cultures, right? Where every person in an organization pays attention to a different sub graph of some c…”

“Once we put the distribution incentive in place, suddenly, you know, we had close to, I think a million developers in one year.”

“And Meta and Adobe. And like, it's all the same people, right? And they're just going to do grinding warfare.”

“If you believe, as I do, that all the value is going to accrue to the top five players anyway, what you'd expect is that, like, on some non-zero timeline, but in the next few years, all the talent that got excited about these startup opportunities and went fly…”

“I don't think the, I think the product is quite good, but I think if you look at the arc of Meta, I don't think Threads is going to be a huge part of the story.”

“More aggressively distributing threads than any asset they've ever distributed in maybe over five years, maybe 10 years.”

“I deleted the blue app like last year sometime.”

“It's nice to be 10% better at those prompts, but that's not what's going to dominate. It's just like whatever they choose to put in there is what's going to dominate, right? Like no one's going to like change, no one's going to not use LinkedIn because some up…”

“When I went and worked at Facebook on the way in, one senior executive reviewed all my investments and told me which ones I had to divest from. Interestingly, path was fine at the time, but Venmo was a big problem. And then, yeah, believe it or not, I had to s…”

“If you have a big platform that gets better with better targeting or copy, you're great. You know, the meds of the world, the Google, you're going to do fabulous. As long as you get the cost of the stuff down, you're in business. You're going to do great. You'…”

“The job of technologists is not to just simply read science fiction and say, well, that's cool. Let's build that. That's easy, right? Like science fiction goes way out in the future, has cool ideas, And the JV version of product management or building is you'r…”

“And it was a lot about, we had actually just had an engineer that took down the entire site, and the engineer was feeling absolutely terrible because the, you know, the change he made in the code caused us to lose some ad revenue that day. And Mark was looking…”

“The only reason Oculus exists today versus being a completely fucked company that is dead in the water 10 years ago is because Facebook picked it up and sheltered it, right?”

“Quality news publishers learned that the hard way from Google and Facebook that paid them a bunch of money and stopped paying them. So that's one reason you don't do it is that the priorities of these platforms change and”

“You know, which to me suggests that this asset is, is now a declining asset. Like they're now in a position where they want to just harvest it, monetize it as much as possible while moving on to the next thing, which is probably threads fine.”

“Well, to be clear, I think we're going to see the value of it showing up in, like, meta earnings for a long time to come, which is incrementally what already exists, and, like, translation. There's a bunch of stuff that's, like, super valuable.”

“Most of the money funding foundation models is strategic, right? Versus venture capital. Venture capital maybe funds things into the hundreds of millions, and then it gets handed off to Google and Amazon and Facebook and all the other folks to invest billions …”

“Dave and I both worked at Apple back in the day, and I remember the town hall that Steve spoke at in like, oh, seven, oh, eight, where he specifically pointed out that Facebook was going to be seeing the equivalent of cigarettes, and like how prescient was tha…”

“Facebook was already dead to me when threads launched. So it's like, it just didn't matter. I never use it. I don't log into it. I don't, I never open it.”

“To get rid of TikTok is to point out the fact that its presence in the U.S. Is actually a net positive for Meta.”

“The Threads No Politics policy hitting some internal debate, so we don't have to go deep into Threads, but we've talked at length about both how it kind of emerged as this breath of fresh air from the fierce debates on X, Especially around politics, and its wh…”

“The problem is you just have this power law of costs where, you know, you can't band a bunch of ten billion dollar companies together to compete with a trillion dollar company in this. You need a trillion dollar company To throw their hat in the ring, and then…”

“And like, the thing about LOM or anything is like, there just doesn't exist. Like someone will package that eventually, but like, they don't prioritize that. I actually think it's a strategic mistake. I think they should, purely for developer mindshare, not as…”

“Lina Khan ain't letting them buy anything. So that's why they're not buying the whole thing. Amazon couldn't buy a vacuum cleaner, guys.”

“Meta trying to invest in Luxottica slash Supreme. And Google also trying, Google now trying to get on it too.”

“I think it's very hard to take meta seriously when they talk about open source, because they are a highly centralized system. That controls the rents that get paid to every single player in their ecosystem. And so when Meta says something like, we really belie…”

“Meta's business strategy and open source are highly aligned in a way that is not true for the companies that are hawking closed models.”

“And it goes back to actually when I was working on the Facebook platform, we had a project back then that we called the grid and we were actually going to, we actually did for a hot minute right after we launched the platform provide server Resources to startu…”

“They also just shut down all their like super expensive celebrity bots. I think I read that in the information.”

“All I'm saying is like, until people are consistently making money on AI, which no one is other than Meta, It's just a very chaotic period.”

“Because they have an actual use case for AI. Microsoft actually has to sell the fucking AI, right? Because that's the whole thing is not, they can't use it. They got to actually sell it.”

“I'm, as, if you hadn't heard, I'm extremely long AI only in the case of ads optimization and making a shitload of money for Facebook and Google”

“It seems like Meta is performing really well, right? Like, it seems like they've got, you know, their ass in gear on a lot of stuff, not everything, but like a lot of stuff, you know, post COVID and like, you know, Mark set a tone and the organization set a to…”

“But, you know, I will say, and I know there's other people with this take, but the meta sunglasses have really kind of proven to me that it's the best next frontier for this way of thinking.”

“Because I do think that in the end of the day, we're going to rely upon Facebook, Apple, and Google to defend free speech on the internet, right? Because they're the only ones powerful enough, or crypto, or it's like a crypto decentralized thing.”

“At Facebook when I was there, You know, we kept switching between a functional design, right, where like PMs report to PMs all the way through up, and like product groups. We say, okay, this product cluster all reports through this person. And the basic conclu…”

“Facebook just like changed the algorithm overnight in 2017 and effectively destroyed the entire media business because the, their advertising models collapsed overnight. Like they could no longer fulfill the insertion orders.”

“Changing the default is a huge deal. And I can't think of another technology company that is willingly, or perhaps under some pressure here, changed the default. It's something that actually really will, you know, influence the metrics. Perhaps damage the busi…”

“I think realistically, Apple is very haughty. It's kind of like the Harvard of tech companies, and if someone else does it, they're gonna do the opposite.”

“By the way, Meta can't acquire anything anymore anyway because of the DOJ from a, you know, antitrust perspective, regulatory perspective.”

“Not anytime soon, and not for a very long time, because I think it's one of those classic things where, like, the cost of entry to play in these games is too expensive for any startup to go after.”

“I go back to when we didn't have the deactivate feature on Facebook, and we had to make the deactivate feature because of this problem.”

“It's hard to not say that this is a year that Apple, to be less bullish on Apple, not more bullish on Apple, and shockingly more bullish on Mark and what's going on at Meta in terms of being like, oh my God, did these guys actually start producing hardware”

“By all accounts, I've heard Orion's amazing, but they're not going to release it any time. Like, there's no, Device coming. It's going to be a long time on the burn, and I think it's a totally different story in terms of what the progression is there.”

“Like, they're definitely the breakout product. I, I'll keep saying this. I think it's the breakout tech product of the year, and it's starting to show a future where what is on your face is actually a really serious platform, and I think that that's the thing …”

“It's like literally no different than, it's literally no different than Comcast putting the box in your living room. That's all Meta's trying to do, right? Like, they're developing hardware to increase.”

“If people were actually using Meta products 2:03 hours a day, regulators would lose their fucking minds.”

“I do maintain that if you want to say, Cost per minute of use that the Vision Pro is probably the most expensive device in the history of the world.”

“Did you guys see that YouTube within Google's earnings is actually now is a fifty billion dollar revenue generating company, which if you don't count Meta as a media company makes YouTube kind of the number one and Netflix now is, is thirty seven billion at nu…”

“Like they need people interacting with it a lot more for a lot more reasons in order to build a good ad market. It's basically the identical thing we were working on at Facebook.”

“All you have to do is look at Facebook's data set to know that like these types of pop culture moves are what drives engagement, right? Like MMA drives engagement. It just elected the president, like these types of things. T-Pain is having a huge resurgence in…”

“Why is Meta so powerful? It's as much because they own the buying experience for ads as it is because they own the engagement, right? It's very hard to break once you have it.”

“I think if you look at the actual track record it, you know, this is probably, you know, unfortunately, a negative on, on the FTC environment, but it does seem hyper targeted at four or five companies. You know, Splunk was acquired for thirty billion dollars b…”

“I probably favor more allowance for M&A to happen. I think there's been some kind of, you know, dubious cases around, you know, why can't iRobot get, get bought by Amazon? Why can't Facebook buy Meta, buy, buy the Giphy or whatever, the 50 person VR company? L…”

“Google is, is in, you know, singularly the trickiest spot, I think of the big tech players. Cause you know, this is not particularly disruptive to Meta. It's basically all upside. It's all kind of like an adjacent side business to AWS and Amazon. It's all net …”

“If we ban tick tock, which by the way, I've been on record for 18 months saying is a completely obvious thing to do. The one on one version is that's good for same. Dave Morin: Couldn't agree more. Sam Lessin: The one on one version is good for Facebook becaus…”

“Clearest asymmetry to the positive on AI. Not even close.”

“Meta, like, you know, I think it's actually pretty hard to say that Meta is a AI leader. Nobody's using the AI products that Meta is shipping. Like, they are not used they are using AI infrastructure to deliver their advertising business.”

“There'll be lots of companies that just blow billions of dollars doing, you know, training runs of a model that get, you know, supplanted instantly by Lama.”

“Do you throw Trump and Elon a bone? Like it's kind of costless to do so. So why not?”

“Like I just find it implausible that this is going to work well. And I know that, you know, even if one percent of content gets falsely moderated by all these systems that were set up, I'm not sure that the community moderation is going to prove to be much bet…”

“No, because you wouldn't have had the opening to it, but it's not, that, that, a hundred percent not, right?”

“If you don't moderate, you put more and more pressure on having real identity in a way that can be like, oh, that's this person. And like, I trust this person. Networks of trust. Like, that's the only solution.”

“The idea that a centralized platform, a centralized social network, Would be in the business of fact checking was always one of the most dangerous and worst ideas imaginable. And I was very unhappy when the company went in that direction over time because it's…”

“I think Mark's taking the opportunity here to return to his original values to some extent.”

“I actually think from a first principles perspective, this is the right thing to do, and it has been for a long time. It was a mistake to go down moderation in the first place. And this is an incredibly opportunistic moment where, oh my God, it's actually poss…”

“Clearly Meta and Amazon and Apple, to a lesser degree, Google, Definitely Empire Elon are all quite in alignment with Trump, right? And I think, like, have decided to really, like, lean in in every way to this administration from, like, you know, the money the…”

“I think it's pretty reasonable that some countries turn around and say, well, wait a minute. You guys don't want TikTok. We don't want Facebook. That's an American thing, right?”

“I'm still not convinced that it's actually good for Meta long term for this to happen, but short term, you clearly remove a lot of ad dollars.”

“This DeepSeek thing is exactly what we were talking about, that by releasing Llama, you know, DeepSeek surely used it, and many others, sounds like, and the fruits of that win come back to Meta, like, overnight, right? And they can plug it back in and make mor…”

“For me, the meta story is it's like in the perfect position. They have no liability around this stuff because they're not Google. They have no search business. Like they don't like, they have the perfect use case for AI, right? Which is Optimizing ads and atte…”

“They spent so much time trying to figure out how to engineer it so that it would brick it if you try to disable that LED for exactly that reason. Like it's a wild, the amount of engineering that went into that, like, make sure the LED cannot be disabled for ex…”

“News of the week also, and a tangent is that Meta has now sold two million smart glasses and they're ramping up their production to push ten million this year.”

“I mean, did you look at the inauguration? These guys are now bending the knee to Trump, right? So, I don't see him playing hardball in the near term.”

“Meta is considering launching a standalone reels app, so that would be taking video only out of Instagram to go a little more head to head with TikTok.”

“If you believe that it's just a matter of dollars in to get it, then I'd actually be very bullish on like the metas and the biggest companies in the world because they're the ones who can spend infinitely.”

“Meta's algorithms have basically become tech talks algorithms. So tech talk has accomplished the mission and it doesn't matter if it exists anymore.”

“We published a story recently about that sort of got some documents on the number of hours all the meta executives are expected to testify in the upcoming trial, and the CMO is temporarily moving to DC because of it”

“I think it's just, like, in some ways cool that Zuck still has enough control of the company to, like, make shit happen like this, which clearly, like, is mostly just in his interests.”

“The willingness to pay for this thing, provided they keep executing, like Facebook was executing in the same period of growth means that they will build a big, big business over the long term.”

“So there's a pattern matching of all these exacts informed people going over there, which has absolutely nothing to do with like actually the quality of the business. Right. But it's purely about chasing that experience again at all costs, which is why you see…”

“Facebook was massively profitable. From the early days, it was always almost zero cost from a user perspective. It was a great business from the very early days.”

“I really doubt that any of this will have any real impact. What will ultimately happen is the technology winds will change, and just like United Fruit, it'll eventually kind of unravel.”

“I mean, it's literally like the global digital ad spend, Google and Meta dominate, right? And that's like a seven hundred and forty billion dollar market.”

“What they did is they took the vision app, they renamed it, they threw a gatekeeper up and flipped it into the chat app. And then it also has the connected glasses in it as in the background.”

“The fact that, like, these parental controls are all rife with dark patterns to me is, like, an actual crime, and that you should be able to actually control these things and protect kids from them, but most of them you cannot.”

“Obviously the OS is the place to do this enforcement. If you care about it, it's one of those things. I've always found it fascinating that Apple and the community was able to like, put the blank, put the finger on Facebook or Google or Snapchat or whatever, w…”

“One is between like engagement and the, on the engagement side, just for pure entertainment, you don't care what's real, right? Versus truth and information where the network and who's saying things and sources really matter. And it just turns out the internet…”

“And so, he got an enormous Facebook, like, content moderation-y, label-y type deal super early that no one thought he was gonna get just by working the BD.”

“So technically an avoidance of the FTC stake.”

“The information the next day had all the details of the 14.8 billion, the 49% ownership stake, and that Alexander Wang, the CEO of Scale.ai, Is now running a meta super intelligence lab.”

“I think like brands are gonna have to shift so dramatically to doing other things because ads are gonna be commoditized.”

“Meta's effectively not shipped good fundamental products, and they have not shipped, I mean, they virtually shipped no AI products.”

“As part of those talks, Meta's in discussions about partially buying out NFDG, the person said. And NFDG is a billion dollar AUM firm.”

“Apple is not in this league yet. They're doing cool things in AI in different areas, but, like, they're not-”

“Then this memo came out of OpenAI saying, like, our house has been raided. We have to reconsider all these things. I also hear they have a week-long vacation this week, pre-planned at OpenAI.”

“I think that's the real question here is that can they build a product that can compete? Cause right now they don't have one. And so they have to figure out how to use yesterday's ad dollars to fund the creation of a new product.”

“The money is made on the like, oh shit, you want some like, you convincing someone they want something. Right? Putting something they didn't know they want in front of them, right? And so I think this is, like, the big thing is, like, I'm not saying these thin…”

“His core business isn't threatened. Like, Google has to put chips down because, like, their core business is, like, too threatened. Meta has to put chips down, one, because Mark is just, like, hyper-competitive and cares about this. And because, like, they hav…”

“And like, that's why I think ultimately, like, the people like Google and Facebook do win, because like, they have a money making machine that regenerates the money. And so the money is free for them. Whereas like, if you're open AI, and you have to raise it, …”

“The thing that's interesting, I think, in this moment is we basically see people for the first time ever on pace to earn a billion dollars, right? And actually be paid it in like the board and shareholders approved paying you a billion dollars as an employee, …”

“I generally think like what Dave said, that it's much more likely this is just like the iOS displacement over again. And like the next generation of comp gets way more reasonable again.”

“Meta has no AI product. There's literally no product. Like none of us on this, none of us here use a Meta AI product. Like they're, the product literally doesn't exist.”

“Meta just added an OpenAI in five minutes to their market cap after the market close, so I don't know how that's going to blow out for anyone.”

“He's easily the smartest growth marketing person, like maybe of all time. Like he is the true source of truth for what growth marketing became in Silicon Valley.”

“That makes a lot of sense, but now it feels like everyone's going to use that. Meta's going to use that. Apple's going to use that.”

“It has a heads-up display that works, so you can, like, use apps inside the glasses, you know, you can you can text and, like, write messages using the screen and, like, the wristband in the headset.”

“I remember the era right, right before going public when Facebook was selling a logged out page to try to make money, so I don't want to be too high and mighty about that, but yes.”

“When we were building Facebook in the 2000, we knew we had beaten MySpace when they started selling the homepage to the Hulk movie, and the Hulk started, the Hulk, like, punched through the MySpace homepage.”

“And the Meg seven, not Apple, but the rest of them met a Google, Amazon, et cetera, are projected to spend about four hundred billion this year.”

“Like, I'd argue the cost for meta of belief isn't that high. No one really cares. They can fork over a few years of cash flow, right? Like, investors will look the other way. They'll kind of be like an Oculus. They'll be mad for a minute, but get over it, righ…”

“They've shown only an appetite to invest something like 10, maybe 20% of their operating cash flow in AI infrastructure. They're not willing to spend 70, 80% like Meta or Amazon or Microsoft.”

“I just still don't believe people are gonna want something in front of their eyes. Most of the day.”

“And I kind of look at this and I'm like, I think I said this on a previous pod that like this was by far the most obvious thing to do in social with AI. And it's like absolutely shocking to me that Meta did not do this first because it's like really, really ob…”

“If you go ask all, all the four main systems, or five, the same question, the context is wildly different. Meta knows literally nothing. Like, they don't have any contextually relevant information about you.”

“One, Meta is considering, and in very serious talks, over a billions of dollars, spending billions of dollars on TPUs in a future deal”

“I've always said that if you want to invest in the AI narrative, the easiest bet in the world is meta, because it's all upside, no downside. I stand by that. You know, I think that's continue to continue to be the case. And like, that doesn't even matter if th…”

“Alan Dye, Apple's design lead. Is leaving the company and joining Meta.”

“I think they'll be the only division.”

“And so the reporting to Boz, I would bet, you know, working on the metaglasses, I think that's the strategic move here.”

“I think the ads, AI ad story is going to turn on big time this upcoming year. Huge time. I'm seeing all these startups in the space doing like insane revenue growth. And like, I just think that ultimately all accrues back to Meta.”

“Information reported today that Meta's smartwatch plans are back on, so we can do a wonderful poll about who is going to buy a Meta smartwatch, considering I still don't have any smartwatches.”

“Well, I, I've had conversations with the team working on the glasses about, like, more feminine form factors and styles. I think they're working. They want to just have a broader range. The electronics, though, are the size they are.”

“With their Meta glasses. Are they really going to design a cute wash for women? No. Like, so maybe in the future, once they actually design something relevant for me.”

“Horizon Worlds has been shut down too.”

“A rogue AI agent triggered a major security alert at Meta by taking action without approval that led to exposure of sensitive information and user data to Meta employees who could not authorize it.”

“Uber and Meta are actually doing on leaderboards right now in their engineering departments.”

“Meta now tracking everything its employees do and all the keystrokes that they do on their computers.”

“And of course they interfered and they did quick soon after in terms of sort of challenging the deal, calling back some of the key team to China. So they were in clear integration limbo, and now the deal is off, and they're sort of unwinding it, but.”

“We've been aware for some time that they have a fork of OpenClaw and, you know, we expect they'll do something pretty big.”

“Meta had recent layoffs and came out and said, we can't confirm that there won't be more, and we don't actually know the optimal size of this company.”

“I mean, just like, I don't think you can say it about XAI or Meta, because both XAI and Meta, despite the fact that their models are not performing at the highest level, they at least produced them, right?”

“This is a little bit old, but Meta has been keystroke logging employees to train AI, their AI, not so popular.”

“Look, and I say this as a huge, enormous fan of his and believer in him and, like, the whole thing. I just, it's not as crisp as make the world more open and connected.”

“Well, we've talked about this like six times, and it has to be real money. It's not a thing if it's not real money.”

“I agree that it's extremely unlikely that a enormous company platform will successfully launch something as avant-garde as a, it's not impossible, but very unlikely.”

“Finally, this is the watershed moment of women buying smart glasses. Mark my words. Saying it now. That's all. So yes, I do think it was a big deal.”

“It's all Luxottica, right? Luxottica owns Ray-Ban. They just made their own label. Right? So it's all the same, same. It's just that they've got their own label now, but they're manufacturing it in the exact same factories.”

“I actually think it's going to hit on with Meta if they do this and they build it into things like Instagram, because I think these things are already at large scale.”

“We actually considered being in the cloud business back when we launched Facebook platform in oh seven.”

“He's not a real company like Google or Open or Meta or someone who actually five percent is meaningful, and he's not even winning the pure AI race. It's an anthropic is.”

“Mark is one of the rare leaders that actually is in a position as a founder at a trillion dollar scale, who already has all the people on his platform who can try to tell the light side of the story”

“No, I mean, they spend so much, they have so much infrastructure, it's like the, it's the opposite of a Miata. You can't spend a hundred billion dollars on a Miata. It's like a battle. It's like an aircraft carrier.”

“Meta reported earnings that were disappointing, but mostly because they spent a lot of money in lawsuits and laying people off severance, so.”

“Peter, we used to have meetings for what we should buy, and my pitch was always that the Facebook should buy the DMV.”

“And then you have like duration mismatch between like the hard assets and the financing. So like the chip, depending if you look at meta or Amazon debate, whether it's a three year or five year depreciation, but it's, you know, called three, the debt, Amortize…”

“It's kind of like Meta trying to get into hardware. Like they're just never going to be good at hardware.”

“On the kids stuff, they get to blame. I mean, the stuff like the, like, age verification stuff will be It's so easy for them to do, but somehow it's Facebook's problem. Like, they're pretty good at pushing off blame to others.”

“Meta systems are optimized for engagement. They addict you to the feedback loop in the algorithm.”

“The only one who does well in the theater are the lawyers Who make a bunch of money on it, and like you get some AGs who get to say, I signed on to a thing, and like we won, and so everyone needs to be able to say they won.”

“It seems like a nothing burger to me. The amount of money is de minimis. Doesn't matter.”

“These clouds, I mean, I don't think Meta publishes it or Google publishes it, but my guess is that it's around ten million computers in like these clouds globally, if not tens of millions, and no one brain has any chance. Parents have absolutely no chance. And…”

“Also, it's over 10 years. So that it's like 1.7 billion a year, which is nothing.”

“Just to throw it out there, YouTube is a way worse, way more egregious offender.”

“For that two hour time limit, it will be reduced to a one hour daily limit if TikTok, Snap, and YouTube also agree.”

“But Meta is moving to it because it thinks it's better than Google for agents.”