why aren't all 79 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 2 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Supported
Isenberg: Facebook Groups still has a billion active users
“There's still a billion active users in Facebook groups”
Insight
Schneider: Social ad ROAS requires rapid creative testing with broad targeting
“And this is really the game anymore, right? Is having more creative variations that you're testing on a faster cadence and then doing broad targeting to Facebook or to Twitter or TikTok ads, et cetera, because like their algorithms are way better at finding wh…”
Insight
Isenberg: AI 'Vibe Marketing' Holds an Unfair Advantage Like Mobile in 2010
“If you were a Facebook marketer in 2008, you had an unfair advantage. If you were in consumer mobile in 2010 when the app store, you know, basically just came out, you had an unfair advantage. There's an unfair advantage that exists right now in vibe marketing…”
Insight
Schneider: Broad Facebook ad targeting outperforms manual targeting for broad-market products
“If it's a product that sells to more than 30% of the U S like just global targeting.
And you're going to like, it's going to find it faster than you'll ever be able.”
Assertion Not checkable as stated
Schneider: Sunflower Sober acquires users solely through paid Facebook ads
“The app's called a Sunflower Sober. And they built in a AI basically like sponsor and it, the engagement with it is unbelievable, like crazy. And their entire acquisition strategy is like through Facebook at a price that actually makes sense.”
Insight
Khan: Users still crave a Path-style intimate social network
“People have been wanting a path like social network for so long because, you know, Twitter is a completely different product today. Facebook is a completely different product.”
Prediction Open · timeframe Nov 2027
Coogan: Meta will generate dynamic ad text, video, and imagery
“Increasingly the text will be generated on the fly per user and a brand will just kind of show up with like, Hey, here's my product. Do your best to portray it in the great light. And Facebook is going to wind up generating video imagery, everything for your b…”
Assertion Not checkable as stated
Lacy: Only two journalists had direct access to early Mark Zuckerberg
“Within a couple years, I was one of the only two journalists in the world who had access to him.”
Prediction Open · timeframe Oct 2029
Isenberg: AI will enable real-time 1-of-1 personalized ads on AR and mobile
“So it only makes sense that with AI that AI is going to make the ability to create one of one ads that are gonna show up on your glasses, on mobile, on, on web, in real time.”
Assertion Not checkable as stated
Isenberg: Buying customer leads on Meta easily costs $1 to $3 each
“You can easily buy leads on Meta for a dollar, two dollars, three dollars”
Disclosure
Greg Isenberg reveals his startup Islands received a Facebook acquisition offer
“I just give him an update about, you know, we had this acquisition offer from Facebook and I was so excited.”
Assertion Partly supported
Isenberg: Nikita Bier launched TBH as a hail Mary before Facebook sale
“And he ended up as like a hail Mary launching TBH. It ends up going viral and like tens of millions of people download it and ends up selling to Facebook, like for tens of millions of dollars, like a couple months later.”
Assertion Contradicted
Spartz: 'Stay Home, Save Lives' Facebook frame was most viral ever
“I made in Two hours of work. I made a viral Facebook photo frame. It was like a circle around your head that said stay home, save lives, which if you're on Facebook, you would have seen it because hundreds of millions of people used it. And it was the most vir…”
Opinion
Isenberg: WhatsApp Represents Multi-Billion-Dollar Untapped Monetization for Meta
“The world runs on WhatsApp, and they barely monetized it. And I think there's an opportunity for them to make billions of dollars from WhatsApp.”
Assertion Partly supported
Ball: Persistent Metaverse Requires a 1,000x Increase in Computing Power
“In strict technical terms, the general consensus advocated by folks at Intel and Meta is a thousand factor increase in computing power. We are up about a hundred since 2000. So we need a thousand on top of that.”
Insight
Isenberg: 0-to-1 consumer social is 90% art, post-PMF is 90% science
“When you think about zero to one consumer social, it's probably 90% art, 10% science. Now, once you actually build some level of product market fit that changes over time. And, you know, if you think about like Facebook, like, you know, they had Instagram and …”
Prediction Not checkable as stated
Bloom: Storytelling companies will outperform ad-arbitrage businesses in the coming years
“And so the businesses that are thriving and that are going to continue to thrive in the coming years are going to be the ones that actually have a story to tell and tell it really effectively.”
Opinion
Isenberg: WhatsApp is the crown jewel of Meta
“What the world runs on WhatsApp, like literally runs on it. So. You know, that is really the crown jewel of Facebook, in my opinion.”
Assertion Supported
Bloom: Meta estimated Apple's ATT would cause a $10B hit in 2022
“Basically, this was, it was ten billion dollars that was gonna be the impact to Facebook in 20, 22 was what they said on the earnings call, which, as he pointed out, is a, it's a pricing change because it's the level of price you can charge to the advertisers,…”
Assertion Not publicly verifiable
Isenberg: Hormozi ran 1,100 Meta ad creatives before event
“So interesting to note that he did 1100 different creatives on Meta alone before the event.”
Assertion Not checkable as stated
Courtney: AJ&Smart generated $270K on $86K ad spend in June
“We spent 80,000 dollars on ads in What month is this in June? So this is just a June page that's open right now. 80,000 dollars in June on Facebook ads 6000 dollars in June on Google and YouTube ads. So total ads. Oh yeah. Sorry. Total ad spend. So total ad sp…”
Assertion Supported
Kerner: Facebook Reels allows clickable comment links unlike Instagram
“In Instagram, key differentiator, you can, there are no clickable links in the comments. On Facebook, there are.”
Assertion Partly supported
Schneider: Facebook Ads Allows Targeting the Top 1% of Income Earners Locally
“So on Facebook, you can actually target people that have like, you know, they're the top one percent of income earners within a geographical area. And then you can combine that with an audience audience interest targeting.”
Assertion Not publicly verifiable
Kagan's early Facebook hockey app hit 1M users in a week
“So I copied the most popular app in, in one category that had the least competition, which was a soccer app. And I made a hockey app and I chased it and it went viral a million users in a week. And then I launched a bunch and then Naval wanted to fund me and o…”
Assertion Not checkable as stated
Isenberg: Nikita Bier nearly shut down his startup before launching TBH
“Like, you know, Nikita beer, for example you know, TBH, that app that he eventually sold to Facebook, like was like, I mean, I remember him calling me and being like, Hey dude, like, do you know how to shut down an office and shut down a company? And I was lik…”
Disclosure
Noah Kagan on his early career and Gambit's Facebook lawsuit
“Intel, 14 months, Facebook, nine months, mint, nine months, kickflip, 10 months, which was funded by Naval Ravikant, and then I did Gambit, which did really well, and then Facebook sued us, and we got banned by another company.”
Disclosure
Isenberg: Arbitraged 5-Cent Facebook Clicks for $3.50 Zynga App Installs
“What we did was did deals with the Zyngas of the world who are building Facebook games who needed installs. So they would pay us three dollars and 50 cents for all these social game companies for every installs, and we were buying clicks for five cents.”
Assertion Supported
Bloom: Meta suffered the largest single-day market value wipeout in history
“Facebook announces earnings lat last week and basically plunges like 26% or something like that on the back of it. It erased two hundred fifty billion dollars of market value in a single day. It was the largest single day wipeout of market value in history eve…”
Assertion Supported
Melker: College Story About Donald Trump Jr. Became National News
“I went viral for writing a story on my Facebook page about Donald Trump Jr. When we went to college together, which was screenshot and became national news.”
Assertion Supported
Isenberg: 'View From My Window' Group Has 3.6M Members
“There's three, there's almost 3.6 million members and it's still growing. It grew to 6000 members just this week alone.”
Disclosure
Isenberg discloses a significant personal investment in Meta stock bought mid-2022
“I have a big chunk of change in Meta. When I bought it was basically seven months ago or so, or six months ago.”