Meta Platforms, every mention

61 scenes (2026) · ← back to Meta Platforms

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every year 2026 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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Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN Aug 11, 2026 · 1 mention

Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN Aug 5, 2026 · 2 mentions

  • ▶ 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 Jul 31, 2026 · 1 mention

  • ▶ 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 Jul 30, 2026 · 2 mentions

  • ▶ 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 Jul 30, 2026 · 1 mention

  • ▶ 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 Jul 9, 2026 · 3 mentions

  • ▶ 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 Jul 8, 2026 · 6 mentions

  • ▶ 10:52 unnamed speaker Meta unveils Muse image. 6 times in the scene

The Meta Compute Debate | Diet TBPN Jul 2, 2026 · 12 mentions

  • ▶ 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 Jun 27, 2026 · 5 mentions

  • ▶ 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 Jun 19, 2026 · 2 mentions

  • ▶ 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 Jun 17, 2026 · 1 mention

  • ▶ 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 Jun 10, 2026 · 18 mentions

  • ▶ 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 Jun 10, 2026 · 3 mentions

  • ▶ 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 Jun 2, 2026 · 2 mentions

Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN May 21, 2026 · 5 mentions

  • ▶ 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 May 1, 2026 · 15 mentions

  • ▶ 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 May 1, 2026 · 2 mentions

  • ▶ 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 Apr 30, 2026 · 17 mentions

  • ▶ 10:39 unnamed speaker Uh, lastly, Meta.
  • ▶ 10:40 unnamed speaker Meta is an interesting spot. 16 times in the scene

Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN Apr 22, 2026 · 1 mention

  • ▶ 8:35 unnamed speaker Facebook, Amazon, Apple, uh, Netflix, Google.

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN Apr 16, 2026 · 1 mention

  • ▶ 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 Apr 16, 2026 · 2 mentions

  • ▶ 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 Apr 11, 2026 · 5 mentions

  • ▶ 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 Apr 9, 2026 · 6 mentions

  • ▶ 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 Apr 7, 2026 · 6 mentions

Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN Apr 2, 2026 · 6 mentions

  • ▶ 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 Mar 31, 2026 · 2 mentions

  • ▶ 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 Mar 30, 2026 · 2 mentions

  • ▶ 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 Mar 27, 2026 · 4 mentions

  • ▶ 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 Mar 23, 2026 · 1 mention

  • ▶ 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 Mar 19, 2026 · 2 mentions

Why OpenAI Is Killing Side Projects to Win AI Mar 17, 2026 · 1 mention

  • ▶ 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 Mar 16, 2026 · 1 mention

  • ▶ 27:53 Jon Ma So Nebius and Meta have agreed to a twenty seven billion dollar AI infrastructure pact, a deal.

FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening Mar 16, 2026 · 1 mention

  • ▶ 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 Mar 9, 2026 · 1 mention

Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN Mar 6, 2026 · 1 mention

The Remarkable AGI Predictions of Daniel Gross Mar 5, 2026 · 1 mention

  • ▶ 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 Mar 5, 2026 · 3 mentions

  • ▶ 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 Feb 27, 2026 · 1 mention

Nvidia CRUSHES Earnings. So Why Did the Stock Crash? Feb 26, 2026 · 1 mention

  • ▶ 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 Feb 25, 2026 · 1 mention

Palmer Luckey: Why I Started My Own Bank Feb 20, 2026 · 8 mentions

  • ▶ 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 Feb 20, 2026 · 4 mentions

  • ▶ 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 Feb 18, 2026 · 1 mention

  • ▶ 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 Feb 11, 2026 · 2 mentions

  • ▶ 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 Feb 7, 2026 · 2 mentions

  • ▶ 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 Feb 6, 2026 · 5 mentions

  • ▶ 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 Feb 5, 2026 · 1 mention

Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN Jan 29, 2026 · 1 mention

  • ▶ 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 Jan 28, 2026 · 2 mentions

  • ▶ 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 Jan 13, 2026 · 1 mention

  • ▶ 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 Jan 10, 2026 · 10 mentions

  • ▶ 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 Jan 6, 2026 · 10 mentions

  • ▶ 13:10 unnamed speaker They did a little analysis on the meta acquisition of Manus AI. 10 times in the scene
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