also referred to as: meta
includes Facebook Messenger, Facebook Marketplace, Facebook Chat, Facebook Red Book
201 statements across 100 episodes · 78 bullish · 39 bearish · 44 people on the record · first statement Oct 14, 2024 by Jordi Hays · said 1,511 times in 263 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (548), Jordi Hays (194), Conor Macdonald (18), Tyler Denk (10), Seth Rosenberg (10), Adam Kovacevich (8), Sam Lessin (7), Turner Novak (6)
tap a year for its mentions
2026 702 mentions in 119 episodes 6 per episode
- The Meta Compute Debate | Diet TBPN
- Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
- Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
- GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- 111 more episodes that year, every mention in 2026 →
2025 685 mentions in 124 episodes 6 per episode
- Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- The Businesses Making $$$ off Disaster Relief
- Meta Poaches OpenAI Engineers
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- The END of TikTok?
- 116 more episodes that year, every mention in 2025 →
2024 124 mentions in 20 episodes 6 per episode
- Zuck Just Killed the Apple Vision Pro (ep2)
- Inside Facebooks Secret "Red Book" (ep18)
- Inside JD Vance's Portfolio (ep8)
- Trump's Secret Career (ep7)
- Billionaires XMAS list (ep21)
- Taylor Lorenz Trades Teams (ep16)
- Venture Capital Just Changed Forever (ep1)
- You are NOT a Lottery Ticket (Peter Thiel Breakdown)
- 12 more episodes that year, every mention in 2024 →
Everything said about Facebook, oldest first
Oct 14, 2024 bearish
Hays: Zuckerberg's public image will suffer from arrogance and AI controversies
“I'm short on his public image because I think him getting cocky again and wearing shirts that say Zuck is inevitable, and Meta still being, like, basically at, gonna be at the epicenter of all this drama around AI and, you know, generated content and all this …”
Oct 14, 2024 neutral
Oct 14, 2024 neutral
Oct 14, 2024 positive
Oct 14, 2024 negative
Nov 3, 2024 bullish
Nov 6, 2024 bullish
Meta Direct-Response Ads Remain Highly Effective Despite Rising CPMs
“Direct response Marketing seems to be working better than ever. Like meta is getting so optimized that. I buy products on a weekly basis from companies I've never heard of because they serve me an ad for a highly relevant product. And that still seems to work.…”
Nov 14, 2024 neutral
Nov 16, 2024 neutral
Nov 30, 2024 positive
Coogan: B2B SaaS base hits reliably return venture funds over social media
“You couldn't just build a whole fund around social media investing, because if you missed Facebook, you were done, but you could build a fund around B to B SaaS, like base hits that were essentially Decacorns. And if you can build a business to ten billion dol…”
Nov 30, 2024 neutral
Hays: AppLovin cannot rescue brands failing on Meta ads
“If you're not making meta work, well, you're not app loving is not just going to like solve all your issues. Like it's a marketing, like excellence. It's a skill issue basically. So. You're not just gonna, like, suddenly transform your business by going over t…”
Dec 2, 2024 positive
Coogan: Meta exec apologies to Palmer Luckey reflect genuine regret, not expediency
“I think it's, it is impressive, mostly because they didn't need to do this. Like, Palmer is not in charge of Meta. Meta is bigger than Anderl, and sure, they might want to align a little bit more with the new administration, but I do think that there's a genui…”
Dec 6, 2024 bullish
Dec 6, 2024 neutral
Dec 6, 2024 positive
Dec 6, 2024 bullish
Dec 6, 2024 positive
Dec 12, 2024 positive
Mark Zuckerberg executes and envisions long-term better than original product creators
“Many of their most popular products were copycats of other products that were succeeding. Yet simultaneously, if you look at the red book, he has had this sort of like decades long vision for his company that only a generational ideas guy could actually have. …”
Dec 31, 2024 bullish
Coogan: Bullish on Meta releasing a Vision Pro competitor with movie support
“Super bullish for Meta because they're clearly going to release like something that's equivalent. They just need to figure out the media. Like you should be able to just buy any movie on any Meta headset. And I don't know that they have a partnership yet, but …”
Jan 8, 2025 neutral
Jan 16, 2025 positive
Coogan: Meta's PR leadership had to ask Mark Zuckerberg what MMA was
“But I've literally talked to, like, the head of PR at Meta, and, like, and, like, she's always, like, yeah, he had to explain to us what MMA was. Like, they didn't know. Like, I'm, like, I'm very, very sure that, like, that, like, there's no slide deck out the…”
Jan 16, 2025 neutral
Jan 16, 2025 positive
Jan 16, 2025 neutral
Jan 18, 2025 bullish
Jan 23, 2025 neutral
Coogan: Meta's presidential account unfollow issue was a server-side bug
“What happened was the unfollow demand was so high that the unfollow requests weren't going through on the server side. So then it looked like I unfollowed it. And then I was like, cool. I unfollowed it because it updated on the front end. It didn't update on t…”
Jan 23, 2025 negative
Jan 25, 2025 bearish
Jan 25, 2025 positive
Coogan: Meta's Llama is the most-used LLM due to Instagram integration
“They're, because Llama is the number one LLM, not because people are hosting it independently. Although they are, plenty of companies are hosting Llama independently. They're the number one used LLM Because it's tucked into Instagram, and so they just have a t…”
Jan 25, 2025 bullish
Coogan: DeepSeek Open Sourcing Leading-Edge Model Will Disrupt AI Competition
“Zuck has been running this playbook with Llama open sourcing the lagging edge AI model, and it's had a strong effect on the competition. And so deep seek open sourcing, the leading edge model is going to have a similar effect.”
Jan 25, 2025 bullish
Jan 25, 2025 negative
Jan 28, 2025 bearish
Hays: Consumer AI App Layer Will Be More Competitive Than Model Layer
“This consumer App layer is going to be more competitive in many ways than the foundation model layer because you're competing with Meta, Apple, all these different, you know, Google, et cetera, that have the distribution already.”
Feb 5, 2025 bullish
Temu and Shein Churn Would Not Substantially Harm Meta's Revenue
“The two companies combined, it's estimated spent just under three billion dollars a year to date. Meta's revenue is up around eleven billion year over year. And so the growth of Timu and Sheen, certainly they're spending more, they're driving a lot of growth, …”
Feb 5, 2025
Temu and Shein's Share of Meta Ad Spend Has Already Peaked
“And so this quarter did turn out to be the peak of Timu and Sheen's share of Meta advertising around Under seven percent on Facebook and just under four percent on Instagram, and they're down to around four percent and two percent respectively now.”
Feb 10, 2025 bullish
Mar 12, 2025 positive
Mar 12, 2025 bullish
Lessin: Meta's core ad business faces no AI disruption unlike Google
“They're unlike Google aren't going to get disrupted in their core business on this. They don't have a search business. They don't have a lookup business to disrupt. They have a shit ton of an engagement attention and they sell ads. And you know, what definitel…”
Mar 17, 2025 bullish
Bartlett: Most AI equity value will probably accrue to Big Tech incumbents
“And I think in large part, maybe with the exception of open AI, like the vast majority of the equity value will probably end up accumulating to the Facebooks and the Microsofts and the, you know, the Googles and I guess open AI as well.”
Mar 24, 2025 positive
Mar 24, 2025
Mar 24, 2025 bullish
Mar 24, 2025
Mar 24, 2025 negative
Meta's ad algorithm now skews toward warmer audiences over incremental reach
“They began kind of weighting outcomes differently. It's become more middle and bottom of funnel to say you know, it's sort of serving to warmer and warmer audiences and us as marketers or, you know, Growth people, like we want to be driving incremental results…”
Mar 24, 2025 bearish
Mar 25, 2025 positive
Masad: Google's Flutter UX significantly outperforms Meta's open-source infrastructure
“If you go to Google and, you know, use, you know, Flutter, I think that thing is actually much more polished of an experience, because they have a direct incentive to advance the Android ecosystem, for example. And so Facebook, we built really cool pieces of i…”
Mar 25, 2025 bullish
Masad: Replit Agent V2 improved user metrics by 100% to 500%
“I've never seen a sort of like an AB test as we're rolling out. I've never seen metrics in my entire life. I worked at Facebook, other places. We're moving metrics like crazy. Just be just by improving the agent, like a hundred percent, 500% on certain metrics…”
Mar 26, 2025 positive
Mar 27, 2025
Apr 9, 2025 neutral
Hudson: Honey charges low commissions compared to double-digit Google ad costs
“So it's not like the marketing spend on Google where you're spending well into double digits percentage of revenue on acquisition or what you're spending on Facebook. We're talking like really small numbers and Part of that reason the rates are low is actually…”
Apr 10, 2025 neutral
Roberts: AI foundation models are swappable infrastructure like AWS, not locked platforms
“I think so many of these models are like hyper competitive in terms of what their performance and output actually looks like. So you can build incredible experiences off of those that can swap pretty easily between them. Yeah, I would think of them more like m…”
Apr 10, 2025 negative
Apr 10, 2025 negative
Apr 10, 2025 negative
Crivello: Zuckerberg Threatened to Fire Meta AI Org Over Targets
“I think Zach is, is massively raising the temperature and I think he's basically threatened to like Destroy the whole org or, like, fire happy org or, like, similar stuff like that if they don't hit certain targets by a certain date, and I think that's led to …”
Apr 10, 2025 bullish
Huber: Open-source models win B2B through developer focus, not beating GPT-5
“Focus on the developers. I think that's the beachhead. That's how you win the B to B market. If you win the B to B market with your open source models, Like, you get all of the sort of downstream effects that you want. You know, you don't need to beat you know…”
Apr 10, 2025 bullish
Apr 26, 2025 negative
Asparouhov: Both Democrats and Trump dislike Zuckerberg, enabling FTC antitrust scrutiny
“Zuck has, you know, done his best to cozy up to, you know, so Trump, White House, et cetera, you know, he's wearing his chains, he's tan, he's, you know, looking for Joe again, hanging with Joe Rogan, but also, like, you know, the Dems hate him because they fe…”
Apr 26, 2025 bearish
Apr 26, 2025
Apr 26, 2025 neutral
Apr 28, 2025 bullish
Apr 28, 2025 negative
Apr 28, 2025 negative
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
Jun 14, 2025 positive
Jun 14, 2025 neutral
Jun 21, 2025 neutral
Jul 1, 2025 bearish
Jul 5, 2025
Jul 5, 2025 neutral
Coogan: OpenAI Recalibrates Compensation to Fight Meta Poaching While Balancing Fairness
“Chen promised that he was working with Sam Altman, the CEO of OpenAI and other leaders of the company around the clock to talk to those with offers, adding, we've been more proactive than ever before. We're recalibrating comp and we're scooping out creative wa…”
Jul 5, 2025 neutral
Coogan: All 11 Meta Super Intelligence hires are foreign-educated immigrants
“Every single one of the 11 Meta, Meta Super Intelligence hires has an, is an immigrant who did their undergrad abroad. Ah, seven from China, one from India, one from Australia, one from UK, One from South Africa. Eight are PhDs or PhD dropouts in the US.”
Jul 5, 2025 neutral
Coogan: Meta Will Not Try To Directly Disrupt ChatGPT
“I don't think that Meta is necessarily going to try and go eat ChatGPT's lunch. Like I was revisiting that conversation that we had with Jeff Huber, and he was saying like, you know, he was kind of reiterating like, never bet against Zuck. Like he's working on…”
Jul 5, 2025 negative
Jul 5, 2025 neutral
Jul 5, 2025 neutral
Depue: Meta may eventually shift to releasing closed flagship AI models
“I w it wouldn't surprise me if they go kind of the Google route where like they are still, they still do open source. They still have the llama brand, but it isn't like their flagship thing where they start doing, whether it's for internal products or it's, th…”
Jul 5, 2025 negative
Hays: Matching Competitor Poach Offers Creates Perverse Retention Incentives
“The other thing is, is it creates this like really nasty incentive. To basically be like, oh yeah, you know, you maybe got hit up by a meta recruiter like many months ago and you can be like, yeah, I mean, they reached out to me and suddenly they're like hover…”
Jul 5, 2025 neutral
Jul 5, 2025 neutral
Depue: Yann LeCun had no involvement with Meta's LLaMA models
“I think it's a shame that they didn't necessarily have someone in the llama org who was as visible as him because he was not involved with llama at all. Like fair fundamental AI research is like a whole other group that they mostly write papers and do very aca…”
Jul 5, 2025 neutral
Hays: Facebook's 2010-2011 Poaching Raid Forced Google To Raise Comp
“In 2011, in 2010 and 20 11 Zuck and Facebook went super aggressive poaching from Google. So Facebook had crossed half a billion users. They were, in that period of transitioning from a super scrappy startup. Yep. And they went heavy into Google. So they went a…”
Jul 5, 2025 neutral
Jul 8, 2025 positive
Jul 12, 2025 neutral
Thompson: Meta's aggressive AI spending drives up costs across tech ecosystem
“From Facebook's perspective, AI's all upside, so of course they're gonna invest what they need to do to win, but it's costing him a lot of money, and by extension, it's costing everyone else in the ecosystem a lot of money.”
Jul 25, 2025 positive
Jul 26, 2025 bullish
Neistat: Meta putting smart glasses in Ray-Bans was a brilliant decision
“I think that Meta's decision to put wearable glasses with a camera on them in Ray-Bans, the most common sunglasses in the world, was brilliant because we're all familiar with this pair of sunglasses. Like, there was no learning curve. There was no, like, what'…”
Jul 26, 2025 bullish
Coogan: AI is a sustaining technology favoring profitable incumbents like Google and Meta
“The way in which Google seems to have flipped the switch in terms of going all in on AI along with Meta's spending on AI talent really does Strongly suggest that AI, in the end, is a sustaining technology that favors the incumbents most of all. Both see a line…”
Jul 26, 2025 neutral
Jul 26, 2025 bullish
Jul 26, 2025 neutral
Aug 2, 2025 negative
Coogan: The FTC blocking Meta's VR fitness acquisition made no sense
“The worst example I can think of is Meta bought a VR fitness app, and they said that Meta was trying to create a monopoly in the VR fitness market, which is just not a market at all. It doesn't even exist, and I don't know anyone that does VR fitness, and it's…”
Aug 8, 2025 bullish
Aug 9, 2025 neutral
Hays: Reflection AI is in talks to raise $1B for open-source models
“It was reported yesterday by the misinformation that reflection, reflection the misinformation reported that reflection one-year-old startup we've had the CEO on before he's in talks to raise one billion to develop open source models to compete with deep sea m…”
Aug 16, 2025 positive
Aug 23, 2025 bearish
Coogan: Social platforms will automate video clipping, ending human arbitrage
“Like this eventually will get competed down. A lot of this will be taken by platforms, Opus Clip, or maybe even just YouTube will do it. Instagram will do it. You'll just stream to Instagram or Facebook and it will make the clips itself.”
Sep 6, 2025 neutral
Sep 20, 2025 positive
Bosworth: Headsets reverse hardware norms because lightness is the premium feature
“A big part of what is premium in the headset space is lightness. Is weight, is comfort. Those are premium features, and that's kind of different from the previous generation. That's not how it was with phones or laptops, where you wanted it to feel solid and s…”
Sep 20, 2025 bullish
Bosworth: Direct AI interfaces will replace traditional app stores on future devices
“And in the future, you're not going to have an app store. Like I don't need, I don't want to go figure out what the app for my toaster was called and like make sure I make toast, man. Like I said, talk to the AI and let it handle the backend.”
Sep 20, 2025 bullish
Sep 20, 2025 neutral
Bosworth: Meta Wearables VP gave a speech using prototype glasses as teleprompter
“Alex Himmel, who runs the Wearables division, a year ago, when he got the first prototype, he gave a whole speech, and nobody knew he was doing the teleprompter. Apparently on the glasses. And he was just, and he was swiping the slides.”
Oct 9, 2025
Nov 4, 2025 bullish
Nov 4, 2025 neutral
Nov 4, 2025 positive
Nov 4, 2025 bullish
Nov 22, 2025 neutral
Coogan: Apple's Privacy Focus Left It Ill-Equipped for AI vs. Google and Meta
“Apple has been building a brand around We don't access your data. We don't store your data. We would never train on your data. And that put them in an awkward position where they couldn't just snap their fingers and deliver a great AI experience. Whereas Googl…”
Dec 11, 2025 bullish
Dec 20, 2025 neutral
Dec 20, 2025 bullish
Jan 16, 2026 neutral
Meta hits $72B in capex and acquires AI startup Manus for $2B
“Meta's been ramping up AI spending on AI, pushing its capital expenditure to seventy-two billion last year with plans to accelerate that spending this year. It's also doled out offers worth tens of millions 1000 of millions of dollars to AI researchers and eng…”
Jan 16, 2026 neutral
Jan 16, 2026 bullish
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Jan 16, 2026 positive
Meta sold over two million pairs of AI Ray-Ban smart glasses
“The company's Ray-Ban smart glasses equipped with AI have also started to take off. The company sold more than two million pairs, And has delayed the rollout of its newest glasses in Europe as it struggled to keep up with demand in the U.S.”
Jan 22, 2026 neutral
Jan 30, 2026 neutral
Feb 3, 2026 positive
Feb 3, 2026 neutral
Feb 3, 2026
Feb 3, 2026 bullish
Patel: Meta's ad algorithm drove a 9% CPM increase in one quarter
“It's clear if you look at the most recent earnings, I think their CPM went up nine percent when the consumer's weak, which means, like, if you were to, like, try and strip out, like, what is consumer spending increasing for CPM of ads versus what is the effect…”
Feb 3, 2026
Feb 5, 2026 neutral
Feb 6, 2026 bullish
Coogan: Meta's upcoming Avocado model will reach the AI frontier
“And I think that, I do think that we are going to get something pretty powerful. Avocado is a good name. And based on the team and the compute and the money, like they're going to jump To the frontier. Like, there's just no question that they'll be really, rea…”
Feb 6, 2026 neutral
Feb 6, 2026 neutral
Feb 12, 2026 neutral
Feb 19, 2026 bullish
Feb 20, 2026 neutral
Feb 20, 2026 neutral
Feb 20, 2026 negative
Hays: Platforms intentionally ignore unauthorized AI content to boost engagement
“I don't think they're cooperating that hard. There's so much content of a bunch of individuals on YouTube, on Meta that is using their name and likeness and putting them in situations that they would never, ever, ever agree to. And you can argue that it's not …”
Feb 20, 2026 bullish
Feb 20, 2026 negative
An Oculus executive secretly intercepted Luckey's invitation to ring the NYSE bell
“Back in the Oculus days, when we sold the company to Meta, one of the first things that happened was New York Stock Exchange emailed our contact info, email, and they asked if I would come and ring the bell of the New York Stock Exchange.
Sounds pretty cool, r…”
Feb 23, 2026 positive
Shah: AI strengthens true network effects like Meta over demand aggregators
“Network effects are more powerful than ever, I think, in this world. Yeah. So things like Meta really have a lot to sort of gain in that sense, but I think things that look like they're network effect businesses, but in fact are just the ones that are doing th…”
Feb 24, 2026 bullish
Feb 24, 2026 bullish
Coogan: Meta signs multi-year AMD Instinct GPU deal for six gigawatts
“Meta has shaken hands with
AMD.
They're forming a pact today.
We're announcing a multi-year agreement with AMD advanced micro devices to integrate their latest instinct GPUs into our global infrastructure with a pot approximately six gigawatts.”
Feb 25, 2026 neutral
Gurley: Index Funds Already Provide Sufficient AI Exposure for Retail Investors
“There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index.
NVIDIA is such a large part of the index.
You have exposure to Microsoft and Google and Facebook.
Like, I don't know that you need to be in that place”
Mar 16, 2026
Hays: Reuters Reports Meta Planning Layoffs of 20% or More
“Meta is planning sweeping layoffs that could affect 20% or more of the company. Three sources familiar with the matter told Reuters, as Meta seeks to offset AI infrastructure bets and prepare for greater efficiency brought by AI assisted workers.”
Mar 16, 2026 positive
Mar 16, 2026 bullish
Mar 19, 2026
Mar 19, 2026 positive
Mar 23, 2026 positive
Mar 23, 2026
OpenAI hires Meta's Dave Dugan as VP of Global Ad Solutions
“Dave Dugan, a former top advertising executive at Meta, is gonna lead sale, ad sales. Dugan, who announced earlier this month he was stepping down from his role as Vice President of Global Clients and Agencies at Meta, has been named Vice President of Global A…”
Mar 27, 2026 neutral
Mar 27, 2026 negative
Novak: LA jury finds Meta and YouTube liable for algorithmic addiction
“Yesterday, a Los Angeles jury, both meta and YouTube liable Wah, wah. For a twenty-year-old woman's mental health crisis in a bellwether trial that treated platforms as, quote, defective products, and potentially marks the end to the absolute immunity nature o…”
Mar 30, 2026 bearish
Mar 30, 2026 bullish
Kim: AI chatbots threatening search positions Meta better than Google
“Like, no one's going to replace better digital ad position. I mean, like, I would even say in the AI world, they're even better positioned, because Google might lose digital ad share to AI chatbots, their search position in the future. So, like, no one's going…”
Mar 30, 2026 bullish
Apr 6, 2026 negative
Apr 7, 2026 positive
Google stock rallied after Meta's IPO disproved internet cannibalization fears
“As soon as the company went public, ironically, Google's stock started working. Because they didn't come out and tell you, we want to kill Google, or we're replicating the internet. We're doing kind of something different. Both stocks ended up working.”
Apr 7, 2026 neutral
Laffont: Meta and Alibaba Sparked Structural Shift by Staying Private Longer
“I think what really changed for us in the early 2010 was meta. Then Facebook and Alibaba staying private for longer. We just never seen companies of that scale who were that important to our research and our market not go public.”
Apr 27, 2026 neutral
Meta should have used a talent licensing contract to acquire Manus
“It would have been, it probably would have been easier to do something like what grok and Nvidia did or like the windsurf Google thing where like, You're bringing people over with this contract, and then, like, yes, China blocks it, but it's, like, what are th…”
Apr 27, 2026 positive
Apr 27, 2026 positive
Apr 27, 2026 bullish
Generative UI is the ultimate bull case for Meta AR headsets
“Ben Thompson wrote a big bull case for the meta augmented reality headsets, not just Orion, but also the meta Ray-Ban displays today talking about as AI models get better on the fly UI generation with less Chrome, which is like the top bar and the bottom bar a…”
Apr 27, 2026 negative
May 1, 2026
May 12, 2026 bullish
May 21, 2026 neutral
Hays: Apple will build proprietary smart glasses rather than partner for eyewear
“My expectation, my uninformed
expectation is that Apple will just make Apple glasses, right?
They will probably, I, it's hard to see them taking the route at least early on of partnering and allowing another company to influence the design language”
May 29, 2026 bullish
Gerstner: Meta is up for the challenge of building enterprise compute services
“Do I worry as a shareholder at some level that it's, you know, that's hard. That's hard to take a business. It's been a 120% consumer and say, okay, now we're going to be in the business of AWS and maybe even in the business of enterprise level agents. I think…”
Jun 15, 2026 bearish
Baker: Market Skepticism on Meta Monetizing Its AI Infrastructure Is Warranted
“It just suggests that the market has an immense amount of skepticism about their ability to monetize their own asset base. And I think that's warranted given that all we've really got out of management is this concept of personal super intelligence.”
Jun 15, 2026 neutral
Jun 16, 2026 neutral
Leaked memo: Meta tracks billions in internal AI spend in 2026
“We've seen an exponential increase in AI usage, and we are tracking to spend billions on internal use alone in 2026. The memo said, at the same time, individuals and teams have limited visibility into and control over how they use AI. In twenty-twenty-seven, w…”
Jun 16, 2026 bullish
Jun 27, 2026 negative
Jun 27, 2026 neutral
Coogan: Zuckerberg Directed Meta to Build Prediction Market App 'Arena'
“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”
Jun 27, 2026 positive
Jun 27, 2026 negative
Jun 27, 2026 neutral
Jun 27, 2026 neutral
Jul 1, 2026 neutral
Jul 2, 2026 negative
Jul 2, 2026 neutral
Jul 2, 2026 neutral
Coogan: Meta Should Focus on AI Consumer Hardware, Not Superintelligence
“There's probably a piece of consumer hardware that's AI enabled, like the ring or something where, or just getting really good at voice models or just getting really good at image models. And if they're a little bit more narrow and constrained, they could prob…”
Jul 2, 2026 bullish
Jul 2, 2026
Jul 2, 2026 neutral
Jul 3, 2026 neutral
Jul 9, 2026 neutral
Jul 11, 2026 bullish
Hays: Meta's Smart Glasses Are a Bet to Take Cuts of Commerce
“The glasses are more of a new platform bet right now than AI. And I just think he wants to be in a world where you're wearing your very, very cheap pair, or maybe even free pair of glasses around. They act as your phone and your computer, and you can look at s…”
Jul 11, 2026 positive
Coogan: Top RL Data Contractors Earn Seven Figures Annually
“The top expert contractors at every data company, they're all making seven figures a year. Which is pretty crazy since people thought of data labeling as a 10 dollar an hour task, and now you have people making millions of dollars a year, because they're actua…”
Jul 23, 2026 negative
Meta loses to Chinese AI labs because lawsuit fears block distillation
“Moonshot and Meta are in competition and they both open source things at various times and they have APIs and there's all the different businesses. And one is fighting with one arm tied behind his back because Meta can't do distillation because they'll get sue…”
Jul 29, 2026 neutral
Jul 29, 2026 positive
Kim: Media Misconstrued Mark Zuckerberg's AI Remarks to Falsely Claim CapEx Cuts
“I think we saw earlier this month I think Reuters quoted, like Zuckerberg's about agentic AI. They took it out of context, and then every Media person was with the hot take that this Meta was seeing bad returns, and they're going to cut CapEx, and then we had …”
Jul 30, 2026 neutral
Coogan: Employees from OpenAI, Anthropic, and Google Signed AI Pause Letter
“There's this open letter from a bunch of lab employees saying like, hey, maybe we should do a mutual pause. Maybe we should all slow down. And I think even some meta researchers signed that as well, but there's like a wide group from OpenAI, Anthropic, a bunch…”
Aug 4, 2026 positive
Coogan: Meta Built Two Data Centers Specifically to Power Reels Algorithm
“They built two extra data centers to be able to do the Reels algorithm, because if they didn't have that compute capacity, they could not have launched a competitor to TikTok on any normal time frame, because it was actually a compute intensive project, not ju…”
Aug 5, 2026 positive
Aug 8, 2026 negative
LA jury awards $6 million in Meta and Google youth addiction case
“On March, 25th, a Los Angeles jury found Meta and Google slash YouTube negligent for designing platforms harmful to young people. A woman who said she became addicted to social media as a child was awarded 6000004.2 million against Meta and 1.8 million against…”
Aug 8, 2026 negative
Aug 11, 2026 bearish
Aug 11, 2026 bearish
Aug 11, 2026 positive
Aug 14, 2026
Aug 14, 2026 bearish
Sep 2, 2026 bearish
Sep 2, 2026 bearish
Sep 9, 2026 bearish
Sep 10, 2026 positive
Sep 10, 2026 neutral