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Facebook

also referred to as: meta

includes Facebook Messenger, Facebook AI Research, Facebook Login

25 statements across 20 episodes · 18 bullish · 1 bearish · 14 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · said 168 times in 62 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Elad Gil (75), Sarah Guo (36), Rene Haas (4), Mustafa Suleyman (4), Dylan Patel (4), Sridhar Ramaswamy (3), Garry Tan (3), Fidji Simo (3)

tap a year for its mentions
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013252023202420252026episodes it came up in
002134252023202420252026episodesmentions per episode
2026 17 mentions in 9 episodes 2 per episode
2025 26 mentions in 13 episodes 2 per episode
2024 42 mentions in 18 episodes 2 per episode
2023 83 mentions in 22 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Facebook, oldest first

Apr 25, 2023 negative
Opinion
Ramaswamy: Big Tech Claims That Ads Democratize Access Are Entirely Self-Serving
“I find this whole thing of ads enable Google to make free products or ads enable Facebook to be available for Ecuadorian people made by billionaires sitting in Palo Alto to be entirely self-serving.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 27:56 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 positive
Assertion Not checkable as stated
Cicero is the first major game AI breakthrough involving cooperation
“What's really interesting about diplomacy, aside from just the natural language component, is that it really is the first major game AI breakthrough in a game that involves cooperation.”
Noam Brown Apr 25, 2023 ▶ 47:22 No Priors Ep. 1 | With Noam Brown, Research Scientist at Meta
Apr 25, 2023 positive
Assertion Supported
Meta's Cicero played 40 Diplomacy games without detection as a bot
“But surprisingly, we managed to go, like, the full 40 games without being detected as a bot.”
Noam Brown Apr 25, 2023 ▶ 10:07 No Priors Ep. 1 | With Noam Brown, Research Scientist at Meta
May 11, 2023
Insight
Suleyman: Platform design choices create choice architectures reframing human connection at scale
“There's a choice architecture here. There are significant design choices which are going to incentivize certain behaviors. Obviously at that point there wasn't really ranking, but even just having a thumbs up or like the choice of, you know, which button you p…”
Mustafa Suleyman May 11, 2023 ▶ 7:12 No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
May 19, 2023 positive
Assertion Supported
Delangue: Bloomberg and Meta are Hugging Face customers
“When we're talking about Bloomberg, for example, using us or Meta using us both being kind of like customers.”
Clem Delangue May 19, 2023 ▶ 29:35 No Priors Ep. 5 | With Huggingface’s Clem Delangue
Jul 20, 2023 neutral
Assertion Supported
Parikh: Make-A-Video initializes from pretrained image model parameters before learning motion
“Concretely the way it works is that when you initialize the model, you're starting off with image generation sort of parameters that have already been learned. So before you do any training for Make a Video, you're, we set it up so that it can generate a few f…”
Devi Parikh Jul 20, 2023 ▶ 10:54 No Priors Ep. 24 | With Devi Parikh from Meta
Jul 20, 2023 neutral
Assertion Not checkable as stated
Parikh: SOTA text-to-audio AI currently works reasonably well one in five times
“The state of the art right now is sort of roughly sort of a few seconds to tens of seconds long audio. And I would say that roughly it probably works reasonably well one in five times or so.”
Devi Parikh Jul 20, 2023 ▶ 25:25 No Priors Ep. 24 | With Devi Parikh from Meta
Jul 20, 2023 positive
Insight
Parikh: Separating motion from appearance enables video models to use uncaptioned data
“There are sort of multiple advantages of thinking of it that way. One is there's less for the model to learn because you're directly bringing in everything that you already know about images to start with. The second is all of the diversity that we have in our…”
Devi Parikh Jul 20, 2023 ▶ 9:59 No Priors Ep. 24 | With Devi Parikh from Meta
Sep 21, 2023 positive
Disclosure
Masad: Pitched Zuckerberg in 2022 on open-sourcing LLMs via Open Compute playbook
“And I got a meeting with Zuck actually, and I pitched Zuck on this idea. And I remember around the time he did the open compute project. So what open compute was like Google and AWS are going to keep all their data center secrets because it's a company advanta…”
Amjad Masad Sep 21, 2023 ▶ 15:44 No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
Oct 5, 2023 bullish
Prediction Not checkable as stated
Guo: Meta's open-source models will remain a sustained alternative to proprietary labs
“And I think like, I think it is very likely to be a big mover in the ecosystem because if they sponsor some Baseline of models that are big enough to be valuable, high quality enough to be valuable with Facebook AI research. And then enough people find these m…”
Sarah Guo Oct 5, 2023 ▶ 12:45 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Oct 5, 2023 neutral
Prediction Not checkable as stated
Gil: Big social incumbents may benefit most from generative AI
“And I think the big social networks like Meta and Twitter and others may actually be the biggest beneficiaries of this new wave, but there also should be room for startups.”
Elad Gil Oct 5, 2023 ▶ 17:34 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Mar 7, 2024 positive
Assertion Supported
Guo: Meta Added $197B in Largest Single-Session Gain Pre-NVIDIA
“They had this one day ad of a hundred and ninety seven billion of market cap. Biggest single session ad before NVIDIA.”
Sarah Guo Mar 7, 2024 ▶ 19:02 No Priors Ep. 54 | With Sarah Guo & Elad Gil
May 9, 2024 positive
Insight
Sarah Guo notes overtraining LLMs past optimal compute continues to improve performance
“And if you are meta and you have Somewhere between, you know, 22,000 GPU clusters and 350,000 GPUs available then continuing to train past, like, supposedly optimal points, like, does improve performance apparently and doesn't just fully asymptote as soon as m…”
Sarah Guo May 9, 2024 ▶ 14:25 No Priors Ep. 63 | With Sarah Guo and Elad Gil
May 22, 2024 positive
Assertion Not checkable as stated
Alexandr Wang: Scale AI fuels basically every major LLM developer.
“Today, you know, fast forward to today our data foundry fuels basically every major large language model in the industry. Work with OpenAI, Meta, Microsoft, many of the other players.”
Alexandr Wang May 22, 2024 ▶ 6:59 No Priors Ep. 65 | With Scale AI CEO Alexandr Wang
Jun 6, 2024 bullish
Assertion Not checkable as stated
Ma: Meta Achieved 1.6x Training Efficiency Gain Using Sophia Optimizer
“And recently I think one of the Facebook friends actually used this in their large scale multimodal training. And they found that in on that scale, I don't know exactly how many parameters there are, but I think, I assume it's kind of more than a hundred billi…”
Tengyu Ma Jun 6, 2024 ▶ 3:54 No Priors Ep. 67 | With Voyage AI Co-Founder and CEO
Sep 12, 2024 bullish
Prediction Not checkable as stated
Gil: AI model market will fragment into niche winners like social networks
“I think the same thing is likely to be true here, where there'll be certain people who start to grab parts of the market. You know, LinkedIn became the sort of enterprise identity social network, or whatever you want to call it, right? Your resume social netwo…”
Elad Gil Sep 12, 2024 ▶ 8:46 No Priors Ep. 81 | With Sarah Guo & Elad Gil
Apr 10, 2025 neutral
Assertion Not checkable as stated
Gil: Early Google hired well but fired poorly, unlike early Facebook
“Google was a good example of a organization that would always hire well, but couldn't fire well. It took them a really long time to clean people out. Years, like literally years. Facebook, on the other hand, was kind of known for a more mixed early talent pool…”
Elad Gil Apr 10, 2025 ▶ 37:49 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
Jul 24, 2025 bullish
Opinion
Chen: Meta's Deal With Scale AI Actually Benefited Surge AI
“It's been beneficial because yeah, there were still some legacy teams using scale. Like they just didn't know about us because we were still pretty under the radar.”
Edwin Chen Jul 24, 2025 ▶ 23:52 No Priors Ep. 124 | With SurgeAI Founder and CEO Edwin Chen
Aug 14, 2025
Assertion Supported
Patel: Meta is deploying GPUs in temporary tent structures
“Meta is literally building these like temporary, like tent structures to put GPUs in because building the building takes too long and it takes too much labor, right?”
Dylan Patel Aug 14, 2025 ▶ 31:13 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 bullish
Assertion Not checkable as stated
Patel: OpenAI's Model Is First US Open-Source Leader Since Llama 3.1 405B
“It's the first time America's had the best open source model in six months, nine months, a year. Llama, 3.14 or five B was the last time we had the best model.”
Dylan Patel Aug 14, 2025 ▶ 2:34 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Oct 2, 2025 bullish
Assertion Partly supported
Arora: Only two or three companies worldwide have billion-user distribution
“There are two or three companies in the world which have distribution of the billions, and whether it's Facebook with all their properties, whether it's Apple with their properties, Google with their properties, so they have the distribution.”
Nikesh Arora Oct 2, 2025 ▶ 3:09 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Nov 6, 2025 positive
Insight
Ramaswamy: Google and Meta Succeeded by Being Data-First Rather Than Product-First
“The great companies of this century, a company like a Google or a Meta, were more data-first companies than like purely product-first companies than pretty much any others compared to before.”
Sridhar Ramaswamy Nov 6, 2025 ▶ 24:11 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
Feb 19, 2026 bullish
Assertion Partly supported
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
Elad Gil Feb 19, 2026 ▶ 15:53 The AI Code Slop: Risk or Opportunity?
Aug 6, 2026 positive
Prediction Not checkable as stated
Gil: Displaced Big Tech engineers will be absorbed by traditional enterprises
“So even if there is some displacement of engineers at some point in the future, I don't know when that is or if it happens, but if it does happen, there's lots and lots of homes for them. Because there's tons of enterprises that never had the capability set or…”
Elad Gil Aug 6, 2026 ▶ 25:02 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
Sep 3, 2026 positive
Disclosure
Haas: Meta Partnered with Arm to Build Its Agentic CPU
“So Meta was that first example. They wanted a general purpose agentic CPU. There wasn't anybody out who could give, give it to them. They came to us and said Hey, why don't we do this together? And that's how we got into it.”
Rene Haas Sep 3, 2026 ▶ 4:11 Redefining Chip Architecture with Arm CEO Rene Haas
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