Meta Platforms, every mention

4 scenes (said by Michael Barton) · ← back to Meta Platforms

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

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 7 mentions

  • ▶ 8:56 Michael Barton And what's happened is, over the course of time, if you think about Facebook, right, their goal is to serve you the right ad at the right time. 3 times in the scene
  • ▶ 29:35 Michael Barton A company like Amazon or a company like Meta,
  • ▶ 42:11 Michael Barton And then you would say, you know, well, Microsoft's, like, probably an AI winner, and Meta's probably an AI winner.
  • ▶ 49:29 Michael Barton Undoubtedly, there are going to be a lot of public winners, or the public, like, I think Meta is going to be, like, Meta is going to accrue, and they already are today, a lot of value. 2 times in the scene
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