Facebook, every mention

3 scenes (said by Michael Barton), the whole family · ← back to Facebook

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every year anyone Molly O'Shea 45Michael Barton 9Justin Fishner-Wolfson 8Mark Pincus 7Art Levy 6Jaimin Rangwalla 5Nick Abouzeid 4Ben Miller 4Apoorv Agrawal 4Michael Mignano 3

Verbatim, from the transcripts: the passages where Facebook comes up

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 9 mentions

  • ▶ 13:11 Michael Barton And so if you think about like two years ago, what did I think Meta's revenues were going to be? 3 times in the scene
  • ▶ 37:52 Michael Barton I have a model for Meta for what I believe they're going to do in revenue and EBIT and profit and earnings and free cash flow out to 2031 right now. 3 times in the scene
  • ▶ 53:48 Michael Barton Like, Facebook is a, I think like, it's close to, it's like a two trillion dollar, it's a two trillion dollar company. 3 times in the scene
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