Meta Platforms, every mention

49 scenes (2025) · ← back to Meta Platforms

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every year 2025 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

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TBPN Year in Review Dec 20, 2025 · 6 mentions

  • ▶ 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 Dec 16, 2025 · 2 mentions

  • ▶ 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 Dec 6, 2025 · 1 mention

  • ▶ 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 Dec 5, 2025 · 3 mentions

  • ▶ 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 Nov 22, 2025 · 2 mentions

  • ▶ 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 Nov 15, 2025 · 1 mention

Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More Nov 4, 2025 · 7 mentions

  • ▶ 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 Oct 30, 2025 · 1 mention

  • ▶ 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 Oct 21, 2025 · 2 mentions

  • ▶ 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 Oct 9, 2025 · 2 mentions

Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5 Sep 20, 2025 · 4 mentions

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025 · 1 mention

  • ▶ 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 Aug 30, 2025 · 1 mention

  • ▶ 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 Aug 23, 2025 · 8 mentions

  • ▶ 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 Aug 16, 2025 · 1 mention

  • ▶ 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 Aug 2, 2025 · 1 mention

  • ▶ 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 Jul 5, 2025 · 2 mentions

  • ▶ 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 Jul 1, 2025 · 3 mentions

  • ▶ 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) Jun 23, 2025 · 1 mention

  • ▶ 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 Jun 14, 2025 · 6 mentions

  • ▶ 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 May 28, 2025 · 1 mention

  • ▶ 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 Apr 28, 2025 · 4 mentions

  • ▶ 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 Apr 26, 2025 · 2 mentions

  • ▶ 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 Apr 26, 2025 · 1 mention

  • ▶ 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 Apr 10, 2025 · 1 mention

  • ▶ 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 Apr 10, 2025 · 1 mention

  • ▶ 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 Apr 1, 2025 · 1 mention

  • ▶ 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 Mar 28, 2025 · 1 mention

  • ▶ 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". Mar 24, 2025 · 1 mention

  • ▶ 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. Mar 24, 2025 · 6 mentions

  • ▶ 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 Mar 5, 2025 · 1 mention

  • ▶ 13:50 Keith Rabois I think you have large companies like Meta, you know, publicly embracing this and their CTO is responsible for this.

How Does GROK Compare? (Full Analysis) Feb 19, 2025 · 1 mention

  • ▶ 25:08 John Coogan When, uh, when meta open source Lama three or, or some piece of that, they had a, uh, a line or like a, a function, a piece of code in the, uh, in the training data, uh, that basically said like, uh, what was it?

He's Making REAL LIFE Super Heroes! (Palmer Lucky) Feb 12, 2025 · 3 mentions

  • ▶ 7:36 unnamed speaker A whole decade before Meta's, uh, glasses and the Meta, the new, uh, I forget what they call it, the Icarus or something. 3 times in the scene

The Truth About Chinese Manufacturing (De Minimis) Feb 5, 2025 · 1 mention

BREAKING: DOGE Just Added a GAME CHANGER Feb 5, 2025 · 1 mention

  • ▶ 31:24 unnamed speaker A couple 100,000 dollars a month at Meta,

The Future of Artificial Intelligence Feb 1, 2025 · 2 mentions

  • ▶ 19:00 unnamed speaker DeepSeek's structure as a fast-moving, well-funded, smart, and focused startup is why it's beating meta, giants like Meta in reasoning, in releasing a reasoning model. 2 times in the scene

DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy Jan 28, 2025 · 3 mentions

  • ▶ 51:58 Jordi Hays Uh, is that these models caught Meta completely off guard and that they perform better than the new Lama four models, which are still being trained. 3 times in the scene

DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly Jan 25, 2025 · 1 mention

  • ▶ 25:07 John Coogan Outperformed rival models developed with more resources by the likes of meta platforms and chat GPT creator, open AI.

Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos Jan 23, 2025 · 3 mentions

  • ▶ 1:11:21 John Coogan She says, Meta isn't making anyone follow VP or POTUS accounts on Instagram. 3 times in the scene

The END of TikTok? Jan 18, 2025 · 2 mentions

  • ▶ 45:15 Jordi Hays Do you remember when they, they combined the apps, and there was just TikTok, and then TikTok was the number one advertiser on Meta? 2 times in the scene

How to WIN in 2025? (INSANE Predictions List) Jan 8, 2025 · 3 mentions

  • ▶ 18:34 John Coogan 14 AI wearables will flop, but meta will dominate AI hardware. 3 times in the scene
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