Meta Platforms

3 statements across 3 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by John Coogan · said 309 times in 100 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (83), Jordi Hays (26), Palmer Luckey (8), Thomas Laffont (6), Turner Novak (4), Mark Gurman (4), Adam Kovacevich (3), Martin Shkreli (2)

tap a year for its mentions
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2026 195 mentions in 52 episodes 4 per episode
2025 95 mentions in 41 episodes 2 per episode
2024 19 mentions in 7 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Meta Platforms, oldest first

Dec 16, 2025
Assertion Partly supported
AI labs offer top researchers packages worth $100M or more
“But with AI companies, including meta platforms, Google, Anthropic, wooing top researchers with pay packages that can be worth a hundred million dollars or more, researchers and engineers have been able to hold out for the most attractive terms, and in many ca…”
John Coogan Dec 16, 2025 ▶ 17:41 OpenAI ENDS Vesting Cliff
Jun 27, 2026
Assertion Supported
Coogan: Meta Captured Over 80% of Smart Glasses Market in 2025
“Facebook, and Instagram parent Meta platforms has captured more than 80% of this market. Not bad. But in 25, that meant selling just seven million pairs of glasses.”
John Coogan Jun 27, 2026 ▶ 12:13 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Jul 2, 2026
Assertion Supported
Coogan: Meta is planning a cloud business to sell AI compute
“Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.”
John Coogan Jul 2, 2026 ▶ 0:12 The Meta Compute Debate | Diet TBPN
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