Meta Platforms, every mention
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every year anyone John Coogan 83Jordi Hays 26Palmer Luckey 8Thomas Laffont 6Turner Novak 4Mark Gurman 4Adam Kovacevich 3Martin Shkreli 2Jordan Higgins 2Andrew Ross Sorkin 2
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
- ▶ 30:04 Jordi Hays Meta.
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
- ▶ 16:03 Andrew Ross Sorkin How quickly those can come to market in a way at a, in a way and at a price point that people buy them, uh, you know, en masse, and how you think about the competition coming from whatever you think Apple is ultimately going to create,… 2 times in the scene
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 6:29 unnamed speaker Like I have never seen the mag seven trading like this, where across earnings, we're going to get into this with recapping, uh, Meta, Apple, Amazon, Microsoft.
Martin Shkreli Breaks Down the Collapse of Situational Awareness
- ▶ 14:25 Martin Shkreli Um, you know, nobody knows what will happen, but it's certainly, uh, while you're right that, you know, the Anthropics and OpenAI's are having record business results, so is Microsoft and Google and Meta for that matter. 2 times in the scene
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 8:58 John Coogan You, you can get to a place where there is, ah, a national champion in America, but if, if Grok stopped training and there were no more XAI LLMs, like, there would still be a massive competition between OpenAI, Anthropic, Meta, Google,…
Model Mayhem: OpenAI’s 5.6 and Meta’s Muse Spark 1.1 | Diet TBPN
- ▶ 22:56 Jordi Hays Uh, Ben writes, forgive the long preamble, but this is necessary context for me to properly explain why AI is so important to Meta and why I'm making the right choice to invest so heavily in both talent and infrastructure. 3 times in the scene
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 10:52 unnamed speaker Meta unveils Muse image. 6 times in the scene
The Meta Compute Debate | Diet TBPN
- ▶ 6:05 John Coogan I've been sort of disappointed by the lack of AI in meta apps, which I know I'm like the only person that feels that way because the general vibe on Instagram is like extremely anti AI. 12 times in the scene
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 12:13 John Coogan Remember Google Glass, Facebook, and Instagram parent Meta platforms has captured more than 80% of this market. 5 times in the scene
Midjourney Goes Medical, Noam Shazeer & Dean Ball Join OpenAI | Diet TBPN
- ▶ 8:09 unnamed speaker Um, and after the big meta deal to our vibes, um, there's clearly enough cashflow to find other projects. 2 times in the scene
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- ▶ 3:47 unnamed speaker What I'm talking about is like, there, there are companies, Meta is very acquisitive, Google, Apple, Apple's like on the smaller side, but they still do deals more frequently.
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
- ▶ 4:13 unnamed speaker If the goal of this film is to really, really take the viewer inside TBD and meta super intelligence and
- ▶ 6:01 unnamed speaker Meta literally had multiple teams of, of one million dollars per year engineers working on teen mental health, and they had the agency to override big product decisions.
- ▶ 7:42 unnamed speaker So the question that I had really quickly is like, what is the impact on Meta? 16 times in the scene
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 25:48 unnamed speaker Meta launched a workforce academy to train workers to build data centers with five week program, which is free of charge. 3 times in the scene
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 26:45 Jordi Hays And Meta.
- ▶ 29:21 Jordi Hays Speaking of meta,
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- ▶ 5:54 Jordi Hays You know, it makes a lot of sense that, that, that Googles and the Metas have to go and partner 4 times in the scene
- ▶ 12:02 John Coogan There's that story about Mark Zuckerberg, uh, screen recording or, or, or logging all the computer use from all the meta-employees.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 2:13 unnamed speaker And then meta overall revenue, which we'll get into, 33% year-over-year. 15 times in the scene
Inside the OpenAI vs. Elon Musk Courtroom
- ▶ 35:33 John Coogan I think the current meta YouTube lawsuit was like, uh, maybe a ten million dollar settlement. 2 times in the scene
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- ▶ 8:35 unnamed speaker Facebook, Amazon, Apple, uh, Netflix, Google.
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 5:58 unnamed speaker An AI lab had so much urgency that they were willing to spend whatever it took was meta rebuilding.
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
- ▶ 15:42 John Coogan Other major tech companies have slashed their workforces, including SnapRival Meta platforms. 2 times in the scene
Chad Janis: How I Sold Grüns to Unilever for $1.2B
- ▶ 10:40 unnamed speaker Uh, to meta platforms, uh, but, but any, anything that was surprising from a user acquisition standpoint, or was it the kind of thing where it was like, you know, 80, 90% Google meta for the history plus, you know, rotating in experimental… 5 times in the scene
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 10:55 unnamed speaker The market is thrilled that meta has released a, a close to frontier level model, right? 6 times in the scene
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- ▶ 24:32 Thomas Laffont I think what really changed for us in the early 2010 was meta. 6 times in the scene
Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
- ▶ 15:50 unnamed speaker And it always has been weird because I understand that like back in the day when they were competing directly with Twitter and Meta and Instagram and Reddit and all these different upstart high growth social networking companies, I believe… 6 times in the scene
Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN
- ▶ 19:38 unnamed speaker Uh, and so I think what, what a potential solution that Meta could do is as soon as you open Instagram, it makes an AI generated image based on the last picture of you that you posted on social media, and it just makes you look terrible.
- ▶ 27:35 unnamed speaker Half a, half a Metacampus, I think.
The $6M Verdict That Could Kill Social Media
- ▶ 14:12 unnamed speaker He said, in the case, the plaintiff's lawyer, Lark, Mark Lanier, argued that Meta and YouTube built digital casinos that used neurobiological techniques similar to those employed by slot machines. 2 times in the scene
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 8:35 Turner Novak But now, ARM is going to be making the chips themselves, and they're going to be working with meta platforms and OpenAI. 2 times in the scene
- ▶ 28:25 Turner Novak The reactions to the Meta and YouTube trial continue. 2 times in the scene
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 37:48 John Coogan We're DTC brands, B to B startups, and AI companies advertise on streaming TV, pick channels, target audiences, and measure sales just like on Meta.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 14:55 John Coogan Meta makes around 250. 2 times in the scene
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 3:06 unnamed speaker You're competing with Meta and Social, with Sora.
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
- ▶ 13:14 unnamed speaker How do you think about the transition from, I mean, it sounds like you're actually doing the, the backwards transition, mostly like the D to C bros start online and then eventually they realize that, okay, well, I found the efficient…
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- ▶ 26:05 unnamed speaker Meta platforms.
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 12:09 John Coogan Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia.
The Remarkable AGI Predictions of Daniel Gross
- ▶ 13:09 unnamed speaker So, if you're invested in Tesla, Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia, you did very well.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 28:00 unnamed speaker No, no, no, the reason, the reason is that, the reason is that they are running paid traffic on Meta at their own YouTube videos. 3 times in the scene
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 25:06 Jordi Hays Meta.
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
- ▶ 7:50 unnamed speaker And let me also tell you about Vibe.co, where DC brands, video startups, and AI companies advertise on streaming TV, pick channels, target audiences, and measure sales just like on Meta, and we can move over to the timeline reaction.
Full Interview: Bill Gurley Thinks College Kills Creativity
- ▶ 17:15 Bill Gurley You have exposure to Microsoft and Google and Facebook.
Palmer Luckey: Why I Started My Own Bank
- ▶ 19:10 Palmer Luckey I think that's driven mostly by people, uh, sensationalizing meta, firing a bunch of people. 8 times in the scene
The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
- ▶ 5:09 John Coogan Then you have meta, uh, will mute, will user minutes migrate over to LLMs? 3 times in the scene
- ▶ 11:40 Jordi Hays There's so much, 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.
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
- ▶ 21:47 Packy McCormick Really quickly, let me tell you about Vibe.co, where DTC brands, B to B startups, and AI companies advertise on streaming TV, pick channels, target audiences, and measure sales, just like on Meta.
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- ▶ 29:06 unnamed speaker It's like what happened with Meta and Reality Labs. 2 times in the scene
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 11:55 unnamed speaker Meta is doing a 115 to a 135 relative against a 110 estimated. 2 times in the scene
Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- ▶ 10:46 John Coogan The, the UI evolved to be a lot less aggressive about telling you that it's an ad and the ads on meta platforms do get creepy. 3 times in the scene
- ▶ 21:40 John Coogan That's a message that Meta Platforms took to heart during its fourth quarter report last week when the Facebook and Instagram parent announced plans to spend up to a hundred and thirty five billion on CapEx compared to about seventy two… 2 times in the scene
Anthropic's secret strategy behind its Super Bowl ad campaign
- ▶ 14:24 John Coogan Just like on Meta.
Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
- ▶ 12:54 unnamed speaker Like Sora and Meta, they haven't really been able to hang on to the top spots in the charts.
Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN
- ▶ 7:01 unnamed speaker Ryan in the chat saying, uh, Meta is going to offer him a one billion dollar salary in a co-CTO position. 2 times in the scene
We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN
- ▶ 16:43 unnamed speaker Cause they did a deal with meta and you can watch a number of NBA games in the meta quest.
AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
- ▶ 17:13 unnamed speaker So there's, uh, some massive news from Meta. 10 times in the scene
Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN
- ▶ 13:10 unnamed speaker They did a little analysis on the meta acquisition of Manus AI. 10 times in the scene
TBPN Year in Review
- ▶ 10:01 John Coogan That would take the company's earnings close to that of Meta platform. 6 times in the scene
OpenAI ENDS Vesting Cliff
- ▶ 16:59 Jordan Higgins I think this has to be more reactionary to Meta and obviously some of the other companies. 2 times in the scene
Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
- ▶ 15:16 unnamed speaker Um, on Wednesday, a top designer left for Meta Platforms.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 6:16 unnamed speaker And, and I agree with this because even if you look at, uh, AI workloads at a place like Meta, uh, Gen AI, like actual LLM inference, large language models, these large transformer based models, things that
- ▶ 25:49 unnamed speaker Saw a TechCrunch tweet six weeks ago that Meta is trying to ban Poke. 2 times in the scene
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 1:40 unnamed speaker And so this is, uh, probably this is just labeled as meta. 2 times in the scene
Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
- ▶ 14:58 John Coogan who are poached for meta, right?
Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- ▶ 30:37 Mark Gurman The trick for meta is beating Apple by a year on something that's a bit lighter and better displays and what have you. 4 times in the scene
- ▶ 31:56 unnamed speaker I was a bit surprised to see that, given that, um, I haven't seen a pair of specs, you know, out in the wild, like, in years, and, ah, if I'm an investor kind of looking at this category, and you can, you can get exposure to smart glasses… 2 times in the scene
- ▶ 33:08 unnamed speaker It seems like all the focus is on camera glasses at Meta, and then Apple may be pivoting away from Apple Vision Pro, and then Google's really focused on the
Sequoia Capital Partner Shaun Maguire Live on TBPN
- ▶ 8:22 unnamed speaker Well, like, if you wanted to play, like, OpenAI took a billion dollars from, uh, from Microsoft and all the VCs were getting in in small slices, no one was able to build a 30% position in that company like they would have done in the…
Palmer Luckey Live on TBPN
- ▶ 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
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 9:11 John Coogan I mean, this is happening with Facebook right now. 2 times in the scene
Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
- ▶ 1:01 Jordi Hays Credit cards with Meta. 4 times in the scene
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 1:11:17 unnamed speaker And I think that's, what's justifying a lot of the underwriting because the lesson from Google, the lesson from Facebook, the lesson from, uh, you know, Microsoft and the rest of the hyperscalers was that
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…
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 12:08 John Coogan We're spending 50,000 dollars a month on Google and Meta to drive traffic to our websites. 2 times in the scene
- ▶ 14:12 John Coogan Meta smart glasses with a display is incoming. 6 times in the scene
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 59:04 Jordi Hays I mean, Dana's obviously on the meta board and I'm sure that that idea got, I mean, uh, 7.7 billion dollars.
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…
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 2:33:55 John Coogan And so the, my, my like naive read on this is that if you had had a top tier open AI researcher at Meta during the Lama four build out, that researcher would have said, Hey, don't focus on pre-training scale as much.
- ▶ 3:08:27 Will Depue We're like, they want to be able to do like meta has a ton of GPUs.
Apple Considers New AI partnership
- ▶ 15:16 John Coogan They have said that they could leave for multi-million dollar packages being floated by meta platforms and open AI. 3 times in the scene
We Interviewed the Best Startups From YC Demo Day (June 2025)
- ▶ 18:21 unnamed speaker Uh, no, just like people that, you know, or like a big recruiter at Meta.
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 2:02 John Coogan Uh, and then, and then we also discussed the meta and scale acquisition or investment. 2 times in the scene
- ▶ 8:03 unnamed speaker Uh, larger tech rivals like Meta, Apple and Alphabet are investing heavily into cutting edge head worn devices. 3 times in the scene
- ▶ 2:06:55 unnamed speaker Uh, no, just like people that, you know, or like a big recruiter at Meta.
We Interviewed the New Thiel Fellow Dropouts
- ▶ 1:50:03 Aiden Smith You may have seen a recent paper out of reality labs and meta where they use exactly this to kind of
Behind the Scenes of the Google Antitrust Trial | Adam Kovacevich on TBPN
- ▶ 7:02 unnamed speaker Clearly matters to the businesses that feel, and the judge says, have been sort of wronged by Google's actions, but for the average consumer, it's just, you know, I don't even know if it, you know, I don't, I don't see this sort of hitting…
- ▶ 13:19 Adam Kovacevich Apple, Google, Meta, Amazon. 3 times in the scene
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 19:07 John Coogan Did they just miss the memo about RL, or is there something else at work? 2 times in the scene
Is Venture Capital Broken? | Sam Lessin on TBPN
- ▶ 7:33 Sam Lessin And now the obvious answer is just like, put more money into Amazon, put more money into Meta.
GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
- ▶ 22:39 Sheel Mohnot Um, I think more, more so than any other big co, like my wife works at Meta, and they've like, really got their shit together, like the year of efficiency, stuff like that.
The Most UNDERRATED Use Case in AI | Jeff Huber on TBPN April 8th
- ▶ 14:35 Jeff Huber Or maybe they say LLAMA, they say the latest release, the latest AI from Facebook thing, right?
Connor Love (Lightspeed) on Everything You Need to Know About Defense Startups
- ▶ 4:36 unnamed speaker Of these, like, tangible skills, like, at the very least, like, okay, yeah, the VC dollars, they didn't just go all to Facebook.
Steven Schwarz (Whop) on Helping Creators Earn and the Future of Work
- ▶ 8:41 Steven Schwartz Everybody kind of knows an ad when they see it, and it's not really as effective as it used to be, um, to just run an ad on, on meta and expect, uh, people to resonate well with it.
Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
- ▶ 2:59 Conor Macdonald Um, the second point that I have is from, uh, our contact at Meta who described the current climate for DTC brands, at least the growth oriented ones as a quote unquote bloodbath.
Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
- ▶ 7:41 unnamed speaker Ridge benefited massively from the rise of just meta platforms and being able to buy cheap ads and scale very profitably, but, uh, what's your conviction level? 6 times in the scene
"Work at an outstanding organization first" - Keith Rabois Advice on Starting Companies
- ▶ 13:50 Keith Rabois I think you have large companies like Meta, you know, publicly embracing this and their CTO is responsible for this.
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