also referred to as: meta
includes Facebook Ads, Facebook Messenger
30 statements across 19 episodes · 19 bullish · 5 bearish · 21 people on the record · first statement Mar 3, 2024 by Alex Kolicich · said 157 times in 57 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (45), Michael Barton (9), Justin Fishner-Wolfson (8), Mark Pincus (7), Art Levy (6), Jaimin Rangwalla (5), Nick Abouzeid (4), Ben Miller (4)
tap a year for its mentions
2026 46 mentions in 18 episodes 3 per episode
- SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
- Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- 10 more episodes that year, every mention in 2026 →
2025 89 mentions in 27 episodes 3 per episode
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
- SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- 19 more episodes that year, every mention in 2025 →
2024 22 mentions in 12 episodes 2 per episode
- Nick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax Services · Sourcery with Molly O'Shea
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
- 4 more episodes that year, every mention in 2024 →
Everything said about Facebook, oldest first
Mar 3, 2024 bearish
Jul 24, 2024 bearish
Coogan: Big Tobacco quality has degraded as top talent chooses tech
“They are not well run. They are not hiring the best people, really, really sharp people. They go to work at SpaceX and Meta. They are not going to big tobacco anymore. And so the quality of the companies has really, really degraded.”
Jan 23, 2025 neutral
May 28, 2025 positive
Jun 27, 2025 bullish
Altman: Tech will see more acquisitions and high-value talent acqui-hires
“I just think, you know, and some of these acquisitions are for talent. And, you know, people paying whatever it takes to get the people that they think can unlock. You know, if you think that if you're meta and you think another trillion dollars can be unlocke…”
Jul 3, 2025 positive
Kim: Generational tech giants often start with controversial or questionable use cases
“Ultimately, we want to back companies that become generational and become very, very large. And a lot of the origin story of companies can be questioned when looked back in from the history or from sort of current looking back, like Facebook started was hard o…”
Jul 10, 2025 positive
Jul 25, 2025
Vasavada: Vise scaled to around 150 employees before downsizing
“So we actually scaled the company to like a 150 people or something. It was way more than 70 people, but we hired a lot of managers, like senior executives, people that had come from companies like Meta or Dropbox or others where they'd been used to having 102…”
Aug 27, 2025 positive
Aug 27, 2025 bullish
Agrawal: OpenAI's Consumer Business Could Reach $200B in Annual Revenue
“We think over time,
The number of users could go up to three to four billion users. We think on the monetization side, over time, it could go from 10 today to 60, 70 dollars per user per year, which is where Meta and Google and other large consumer platforms a…”
Oct 10, 2025 positive
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”
Oct 10, 2025 positive
Oct 20, 2025 positive
Gil: Parker Conrad and Palmer Luckey were unfairly thrown under the bus
“Palmer Luckey is another one where I backed Andrew in the very first round, and he was controversial given what happened at Meta early on with him. I think in both cases, they basically got thrown under the bus in one form or another.”
Oct 23, 2025 bearish
Oct 23, 2025 bullish
Oct 23, 2025 bullish
Barton: AI Infrastructure and Energy Stocks Outperform Mega-Cap AI Winners Like Microsoft and Meta
“AI infrastructure, right? Like the build out of AI, the data centers, the constellation energy, the nuclear, the power needed to, You know, power these GPUs. Those stocks are up, like, 50. And then you would say, you know, well, Microsoft's, like, probably an …”
Oct 23, 2025 bullish
Barton: Meta GPU recommendation upgrades drove a 15% Instagram usage jump
“And if you look at Instagram time spent, basically it was flat for, I don't know, maybe 18 months to six months ago. And now, you know, you would spend 40 minutes a day, and now that's gone up like 15% in just the past six months, because they basically took t…”
Nov 24, 2025 bullish
Dec 27, 2025 bullish
Mignano: Earlier-stage AI startups should IPO to capture retail investor demand
“Maybe more AI companies should be going public because there's clearly a lot of demand for it. And if you're a public market, you know, if you're a public investor, a public market investor, a retail investor, you don't really have a lot of choices, right? You…”
Mar 13, 2026 bullish
Immerman: Meta, Salesforce, Deutsche Telekom, and Revolut build on ElevenLabs
“Fast forward to today, the enterprise business has customers like Meta and Salesforce and Deutsche Telekom. They announced Revolut last week. These are massive companies that are building agents on top of their platform.”
Mar 17, 2026 positive
Alex Bouaziz praises Instacart CEO Fiji Simo as a top tech executive
“Fiji is like it's like the person I, one of the person I look up to the most, right? Whether it's her still at Meta, whether it's her leading Instacart for, like, very rough time, whether it's her not open AI and kind of, like, figuring out the business life. …”
May 15, 2026 neutral
May 15, 2026 bearish
Jun 14, 2026 negative
Facebook's early secondary policy inadvertently caused employees to quit to sell stock
“Facebook got big, and it turned out that the company kind of couldn't buy all their shares that were, that people were selling, because the dollar amount just got so big, and the volume got so high, and they basically started telling people, like, if you sell …”
Jun 14, 2026 positive
Peter Thiel won the early Facebook deal by accepting a 10% stake
“A lot of the reason that he originally did that deal was because most people wanted a much higher ownership percentage, and he was okay getting 10% of the company, which obviously was like clearly the right decision, and all you had to do is sort of adjust you…”
Jun 14, 2026 neutral
Fishner-Wolfson: Facebook went public primarily due to 500-shareholder reporting rule
“The major reason why Facebook ended up going public was this 500 shareholder count rule that basically required companies Once they hit a certain shareholder account to publicly report. So it was sort of all the negatives of being a public company with none of…”
Jul 6, 2026 positive
Mathew: Accel modeled Facebook secondary investment at 5X upside
“And so I remember that partner meeting around the table saying, we actually think this could be a hundred billion dollar business or more that we could generate north of a five X. Lo and behold, that was way under shooting what the opportunity and the potentia…”
Jul 6, 2026 positive
Clements: OpenAI and Anthropic parallel Facebook's platform era
“The thing that still kind of inspires us, you know, through the Facebook parallel was, it was like the first platform company that we saw. So all the companies As associates that we were building relationships with, we're figuring out how they could like build…”
Jul 6, 2026 neutral
Mathew: Accel bought Facebook secondary shares around a $20B valuation
“We, so we initially invested in Facebook in 2005. We led the series A out of our early stage fund, and we created this growth vehicle in 2008. Miles and I joined in 2008 and 2009, and one of the first opportunities was to buy some Facebook secondary that came …”