Facebook, every mention
294 scenes (2025), the whole family · ← back to Facebook
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every year 2025 anyone John Coogan 548Jordi Hays 194Conor Macdonald 18Tyler Denk 10Seth Rosenberg 10Adam Kovacevich 8Sam Lessin 7Turner Novak 6Mike Vernal 6Jon Ma 6
Verbatim, from the transcripts: the passages where Facebook comes up
TBPN Year in Review
- ▶ 13:08 John Coogan Dana White and the Meta board. 7 times in the scene
- ▶ 16:39 Jordi Hays If we build a great model, we can start distributing it through WhatsApp, through Instagram, through Facebook, through the Meta AI app.
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 6:26 unnamed speaker I regularly say that Mark Zuckerberg, Mark Zuck, owns a lot of shares of Meta, or that Elon owns a lot of shares of Tesla, even though neither statement is exactly true. 2 times in the scene
- ▶ 17:07 unnamed speaker September, the same day, Meta releases the Meta Ray-Bans displays.
Amazon Bets $10B on OpenAI | News Reaction
- ▶ 9:31 unnamed speaker Shopify obviously would love for those, for the commerce journey to not start on Facebook or meta properties, instead start in the shop app.
Ford PULLS BACK EV Investment
- ▶ 25:44 John Coogan Meta has talked about it in detail.
OpenAI ENDS Vesting Cliff
- ▶ 2:36 John Coogan And you see these things before, like, did you use Facebook between 2016, 20 17? 2 times in the scene
- ▶ 20:54 John Coogan Uh, with Google, like, even if they, even if Google gets completely smoked by OpenAI and ChatGPT, and ChatGPT winds up being, like, truly, like, the, the, you know, the, the Facebook of, of chat apps, and it's like, 99%
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
- ▶ 17:52 unnamed speaker Meta at 13.5.
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 14:18 John Coogan For example, we only invested 500,000 dollars in Facebook because that's how much it needed at the time.
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 17:16 Jordi Hays Meta's new AI superstars are chafing against the rest of the company. 10 times in the scene
- ▶ 17:57 Jordi Hays Zuckerberg wanted to separate the new AI group from the bureaucracy of the company, which owns Facebook, Instagram, and WhatsApp. 5 times in the scene
Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN
- ▶ 26:45 unnamed speaker And yet you can imagine meta ramped ad spend on the platform, 10,
- ▶ 26:50 unnamed speaker 20 times faster than maybe an independent operator would have, because they just had been, uh, they had all the customer relationships, they had all the, uh, they had a strong sense of who the person was already, because they were probably…
Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
- ▶ 6:08 unnamed speaker Hollywood is competing with Silicon Valley, Apple, Amazon, Google Meta, preserving some notion of competition in and between legacy Hollywood, risk winning a battle and losing a war the old media companies need to, uh, more of the right…
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 3:40 unnamed speaker And the answer was yes, definitely, but it took a while, and there was like some skittishness there, and Meta had to do a lot of work to monetize that, and so I would, I would be surprised if Gemini can hold out on not monetizing forever.
- ▶ 22:25 unnamed speaker Meta, of course, is planning to cut 30%, uh, of their, uh, I guess a budget of their Metaverse efforts. 2 times in the scene
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 3:47 unnamed speaker Meta platforms is in talk with Google to buy billions of dollars worth of advanced AI processors known as TPUs.
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 23:18 John Coogan Facebook where the suppliers completely commoditized, just your friend on Facebook to, uh, to Microsoft and Apple where the suppliers are somewhat more controlled. 2 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 5:04 unnamed speaker Tesla, then Meta, then Amazon, Microsoft, Alphabet, Apple, and then Nvidia at the top. 3 times in the scene
- ▶ 17:43 unnamed speaker Anthropics, they're talking about Anthropics, one gigawatt TPU purchase, the more TPU, uh, Meta, SSI, XAI, OpenAI, Anthropics buy, the more GPU capex you save, and they're going into what the, what the battle between TPU and, uh, the next… 9 times in the scene
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 7:09 John Coogan Meadow is in a similar position.
Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 7:20 unnamed speaker Uh, Project Prometheus is entering an increasingly crowded AI market with smaller companies trying to carve out niches in a race with industry giants like Google, Meta, Microsoft, and pioneering companies like OpenAI and Anthropic.
- ▶ 17:34 unnamed speaker These days, the firm is financing massive data centers costing tens of billions of dollars for the likes of Meta and Oracle, a sign of just how quickly Wall Street has become the enabler of America's AI boom. 2 times in the scene
Thursday's Diet TBPN
- ▶ 7:09 unnamed speaker You would expect that, okay, Meta went down. 4 times in the scene
- ▶ 13:04 unnamed speaker Like meta is not accelerating top line, uh, top line users. 3 times in the scene
- ▶ 16:09 unnamed speaker First, he shared a breakdown of how different players from startups to big tech names like Meta should think about timing their bets. 4 times in the scene
AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Diet TBPN
- ▶ 16:22 unnamed speaker From Meta. 2 times in the scene
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 21:46 unnamed speaker Meta down 18%.
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 25:51 John Coogan Uber and Facebook and Google were trying to sell their products into China.
Jared Isaacman Back In The Cockpit at NASA | Diet TBPN
Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- ▶ 29:17 Mark Gurman Meta deserves so much credit for creating a category and making a category so terrific. 2 times in the scene
Google's First $100B Quarter Reactions | Diet TBPN
- ▶ 0:00 unnamed speaker Meta missed earnings. 5 times in the scene
- ▶ 3:37 unnamed speaker Facebook rebranded to Meta in October of 2021. 4 times in the scene
- ▶ 6:53 unnamed speaker Depending on where Meta's market cap is at the time of the OpenAI 3 times in the scene
- ▶ 8:56 unnamed speaker Sinking of a great money machine in Meta with wasteful spend. 4 times in the scene
- ▶ 15:34 unnamed speaker I keep getting ads for cocaine on Facebook.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 4:57 Jordi Hays This was the thesis behind Meta Open Sourcing Llama.
Palmer Luckey Live on TBPN
- ▶ 0:35 Palmer Luckey And what you don't understand when you go on Joe Rogan is that it's like calling in a distributed denial of service attack on all your communications because your email, your voicemail, your text messages, your Facebook messenger, your ex…
- ▶ 23:04 unnamed speaker I was comping, like, what it takes to play, uh, actually on the, one of the, one of the newer quests, I had, I realized I had seven different passwords, Instagram, Facebook, Meta, I had all these different passwords, I had codes, 2 times in the scene
- ▶ 35:26 unnamed speaker Meta's working on this stuff.
Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN
- ▶ 18:13 unnamed speaker Meta, Tesla, Amazon, Apple, Walmart, Google,
George Hotz Goes OFF | Tweet Reactions
- ▶ 6:50 unnamed speaker They might still be an extremely valuable company as the new meta Google, et cetera, but it feels more like AI as normal technology.
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 5:35 unnamed speaker He went to Harvard for undergrad while, uh, at the time, uh, Mark Zuckerberg had just dropped out of Facebook. 2 times in the scene
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 13:41 John Coogan Uh, it makes a lot of sense that meta would launch vibes, something in the AI social network, AI TikTok.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 22:34 David Rosenthal You know, every single major leader in AI that you know of, no matter what company they are at, with the one exception of Jan LeCun at Facebook.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 1:05:34 Jordi Hays We at Meta are delighted to announce we've created the infinite slot machine that destroys children from the hit book. 2 times in the scene
Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
- ▶ 15:19 Alexander Wang Um, I think, uh, Meta has everything necessary to achieve super intelligence. 2 times in the scene
- ▶ 49:30 John Coogan I've advertised on Facebook a bunch.
- ▶ 49:32 John Coogan I've advertised on meta platforms.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 0:06 unnamed speaker Cracks are forming in Meta's partnership with Scale.ai says TechCrunch. 10 times in the scene
- ▶ 7:12 unnamed speaker Post-meta deal. 5 times in the scene
- ▶ 38:25 unnamed speaker For Mark meta.
- ▶ 1:05:11 Jordi Hays Uh, six hundred billion in Meta CapEx. 3 times in the scene
- ▶ 1:20:48 unnamed speaker Uh, Zuckerberg says Meta will invest six hundred billion in AI infrastructure by twenty-twenty-eight. 3 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 1:09:14 John Coogan When I think of the far big mega side of the barbell, I think of the platforms, Spotify, Facebook, Meta, YouTube, Twitch, LinkedIn, the networks, and they actually accrue a ton of the value and, and it, and it is extremely hard to start…
Dr. Drew on Tech, COVID, and Living a Happy Life
- ▶ 14:41 unnamed speaker When I think of the far big mega side of the barbell, I think of the platforms, Spotify, Facebook, Meta, YouTube, Twitch, LinkedIn, the networks, and they actually accrue a ton of the value and, and it, and it is extremely hard to start…
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 12:22 John Coogan You'll just stream to Instagram or Facebook and it will make the clips itself.
- ▶ 15:53 John Coogan Of course, uh, first created by Palmer Luckey at Oculus, sold into, to Meta and Facebook, um, and now rebranded as the Quest.
Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained
- ▶ 3:25 John Coogan Meta?
- ▶ 11:56 John Coogan Meta questioned how much new AI chatbots might be whittling away at the traditional search business, of which Google has 90% market share.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 2:59 John Coogan Adam Masseri's not messing around over at MetaHQ.
- ▶ 5:30 John Coogan They, they've always put X in news and not in social networking because I think it couldn't beat Facebook and Instagram, but it can beat, um, like the, the, like the traditional news apps.
- ▶ 13:59 John Coogan In the, in the pre-meta era, there was a way when you shared a post on Instagram to check a box and automatically share it to your Twitter, and it would not just share a link, it would share the actual photo with the comment, and it would…
- ▶ 14:38 John Coogan And then eventually once Facebook bought Instagram, Twitter had to respond by breaking that integration. 3 times in the scene
- ▶ 29:09 John Coogan Just like the answer to Facebook's monetization problem was not banner ads on the, in the right bar.
- ▶ 41:41 John Coogan Meta? 2 times in the scene
- ▶ 1:10:26 Jordi Hays Facebook crowd. 2 times in the scene
- ▶ 1:16:01 Jordi Hays Basically, I didn't market it as a robot, but it would sit on a table, and it would sort of follow you around the room, and Meta is no longer selling MetaPortal.
BREAKING: Sam Altman VS Elon Musk
- ▶ 2:58 John Coogan Adam Maseri is not messing around over at Meta HQ.
- ▶ 5:29 John Coogan They, they, they've always put X in news and not in social networking because I think it couldn't beat Facebook and Instagram, but it can beat, um, like the, the, like the traditional news apps.
- ▶ 13:58 John Coogan In the, in the pre-meta era, there was a way when you shared a post on Instagram to check a box and automatically share it to your Twitter, and it would not just share a link, it would share the actual photo with the comment, and it would…
- ▶ 14:37 John Coogan And then eventually once Facebook bought Instagram, Twitter had to respond by breaking that integration.
- ▶ 19:11 John Coogan So Facebook actually rolled out a search engine in Facebook, the blue app, like years ago. 2 times in the scene
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 8:43 John Coogan Um, if a bank hypothetically spins up a huge cluster of H 100 GPU virtual machines to fine tune an open source model like Meta's Lama three, this would show up as core infrastructure, not Azure AI services.
- ▶ 29:44 John Coogan So basically everyone believes that Meta will benefit from AI, even if they miss the train on owning the next dominant consumer tech platform.
- ▶ 47:54 John Coogan So, um, he, he's just writing about Apple earnings now, but he has, uh, he still has some, some good takeaway saying, you know, even if they do, even if Apple does swoop in and buy Mistral, for example, uh, the overall point holds, Apple…
- ▶ 58:45 John Coogan Apparently the future leader of open source AI will be very interesting to see how meta responds.
- ▶ 1:01:36 Jordi Hays Uh, it was reported yesterday by the misinformation that, uh, reflection, reflection, uh, the misinformation reported that reflection, uh, one-year-old startup, uh, we've had, uh, the CEO on before he's in talks to raise one billion to…
- ▶ 1:17:36 John Coogan Pixel density of the resolution of the display, and then Meta's been doing a ton of work on just getting it light and affordable. 2 times in the scene
- ▶ 1:28:21 Marc Andreessen Um, and, and so if, if you want to get to, you know, if you want the, if you want the Google search engine or the Facebook social app or the whatever AI, you know, frontier AI model to be available to five billion people, 2 times in the scene
- ▶ 2:03:59 John Coogan I remember there were like protest groups on Facebook when they launched the newsfeed. 3 times in the scene
The State Of AI in 15 Minutes
- ▶ 6:35 unnamed speaker Then you got the Metal Llamas.
Marc Andreessen on Why Apple Might Miss the Next Platform Shift
- ▶ 12:00 John Coogan Pixel density of the resolution of the display, and then Meta's been doing a ton of work on just getting it light and affordable. 2 times in the scene
- ▶ 22:45 Marc Andreessen Um, and, and so if, if you want to get to, you know, if you want the, if you want the Google search engine or the Facebook social app or the whatever, 2 times in the scene
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 8:38 unnamed speaker Um, if a bank hypothetically spins up a huge cluster of H 100 GPU virtual machines to fine tune an open source model like Meta's Lama three, this would show up as core infrastructure, not Azure AI services.
Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
- ▶ 36:57 John Coogan Um, I'm interested in, and we've been debating this in the context of meta super intelligence, is artificial intelligence an app like Facebook, Instagram, WhatsApp, or is it like their finance team, like their infrastructure team, like…
- ▶ 59:12 John Coogan 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. 3 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 26:36 John Coogan Huge runs at eBay, Facebook, and Instagram.
- ▶ 30:02 John Coogan Meta is in second at 12%, and that's with billions of users on meta products, and so, uh, OpenAI is certainly running away with consumer. 3 times in the scene
- ▶ 33:13 John Coogan There won't be a new AI app for Meta that really takes off. 6 times in the scene
- ▶ 33:15 John Coogan Instead, AI will improve everything Meta does across Facebook, Instagram, WhatsApp, Quest, et cetera. 3 times in the scene
- ▶ 37:28 John Coogan eBay, Facebook, then Instacart, um, and is now at OpenAI. 2 times in the scene
- ▶ 1:24:25 John Coogan Um, so, uh, more broadly, 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
- ▶ 2:11:03 Casey Neistat I think that Meta's decision to put wearable glasses with a camera on them in
CASEY NEISTAT on Why Analog Is The Future
- ▶ 22:57 Casey Neistat I think that Meta's decision to put wearable glasses with a camera on them in
The Future of ChatGPT
- ▶ 3:26 unnamed speaker Meta is in second at 12%, and that's with billions of users on meta products, and so, uh, OpenAI is certainly running away with consumer. 3 times in the scene
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