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Facebook

also referred to as: meta

includes Facebook Reels, Facebook Live

23 statements across 10 episodes · 6 bullish · 8 bearish · 13 people on the record · first statement Mar 12, 2023 by Aprameya Radhakrishna · said 160 times in 30 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Nikhil Kamath (35), Aprameya Radhakrishna (20), Nuseir Yassin (13), Umang Bedi (10), Aravind Srinivas (10), Tanmay Bhat (7), Ananth Narayanan (7), Varun Mayya (4)

tap a year for its mentions
00508100152023202420252026episodesmentions
08152023202420252026episodes it came up in
007.57.515152023202420252026episodesmentions per episode
2026 7 mentions in 4 episodes 2 per episode
2025 42 mentions in 13 episodes 3 per episode
2024 16 mentions in 4 episodes 4 per episode
2023 95 mentions in 9 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about Facebook, oldest first

Mar 12, 2023 bearish
Opinion
Radhakrishna: Meta Will Lose the Metaverse Because It Cannot Build In-House
“Another reason why I think meta won't do well in the metaverse is because everything that they've done well after Facebook is something they bought.”
Aprameya Radhakrishna Mar 12, 2023 ▶ 48:02 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Mar 12, 2023 negative
Assertion Contradicted
Stagliano: Sandbox Gives Creators 85% While Meta Takes 85%
“If you go to Sandbox and you create your own collection, you get 85% of the sales. Sandbox will just take a fee. In meta, they will take 85% and the creator will take 15%.”
Marco Stagliano Mar 12, 2023 ▶ 49:36 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Mar 12, 2023 positive
Opinion
Kamath: Zuckerberg's past acquisitions proved right despite initial skepticism
“Credit to be given to Mark for all the acquisitions he has made in the past. More often than not, he might have appeared wrong initially, but eventually he turned out to be right.”
Nikhil Kamath Mar 12, 2023 ▶ 19:58 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Mar 12, 2023 neutral
Disclosure
Bedi: I Have Sold All My Meta Shares
“I have no Meta shares left.”
Umang Bedi Mar 12, 2023 ▶ 49:05 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Mar 12, 2023 bullish
Opinion
Kamath: Meta at 14x Earnings Is Cheaper Than Indian Tech Startups
“At the valuation, not of today, but of one and a half, two months ago, I thought it was fairly valued, 13, 14 times multiples. For context, they were earning X amount of money. The company's value was 14 X. And in India, most of the tech companies you invest i…”
Nikhil Kamath Mar 12, 2023 ▶ 19:25 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Mar 12, 2023 bearish
Opinion
Bedi: Bulky $400–$500 VR headsets only serve a small elite
“When you think about a device that is once so bulky to cost 400 dollars or 500 dollars, whatever it does, the new version, right? It's for Very few elite experiences, right?”
Umang Bedi Mar 12, 2023 ▶ 25:17 #1 WTF is Metaverse? WTF is with Nikhil Kamath ft. Tanmay Bhat, Umang Bedi & Aprameya Radhakrishna · Nikhil Kamath
Apr 20, 2023 negative
Assertion Not checkable as stated
Bedi: Startups spend roughly 60% of raised capital on Google and Meta
“I would say 60% goes to Google and Facebook.”
Umang Bedi Apr 20, 2023 ▶ 2:27:06 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 positive
Insight
Bedi: Facebook was the first platform built on real human identities
“The first platform where, you know, Tanmay Bhatt was Tanmay Bhatt, and Umang Bedi was Umang Bedi, and, you know, Nikhil Kamath was Nikhil Kamath, was Facebook. It potentially had real people with real identity. That's what made it very powerful to bring in rea…”
Umang Bedi Apr 20, 2023 ▶ 18:39 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 neutral
Insight
Bhat: Comment likes and retweets transformed social media engagement mechanics
“Early days of Twitter, there was no retweet button. There was a quote RT. You would copy someone's tweet and you would put RT in front of it and you would paste the tweet. But the second they added retweets, the second Facebook added likes to comments, that ch…”
Tanmay Bhat Apr 20, 2023 ▶ 3:34 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 neutral
Insight
Radhakrishna: Fake accounts are unique to open-follow networks like Twitter
“That is a unique problem of open networks. So it's not necessary that this is a problem on, this is a major problem on a Facebook, LinkedIn, or WhatsApp. But it is definitely a problem on Instagram and Who and Twitter.”
Aprameya Radhakrishna Apr 20, 2023 ▶ 21:00 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 neutral
Assertion Partly supported
Bedi: TikTok was Facebook's largest global advertiser for 2-3 years
“They were Facebook's largest advertiser around the world for two or three years.”
Umang Bedi Apr 20, 2023 ▶ 1:53:31 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 bearish
Opinion
Ex-Facebook MD Umang Bedi: India should ban Meta and Google
“Ban it. If you have the b**** when you become the chief of the country, that'll be my input to you.”
Umang Bedi Apr 20, 2023 ▶ 2:29:33 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Aug 14, 2023 neutral
Assertion Partly supported
Sivanandan: India's streaming subscription market is valued at around $2 billion
“There's a BCG meta report. That says that the streaming subscription kind of business in India is about two billion.”
Sajith Sivanandan Aug 14, 2023 ▶ 32:28 Ep #8 | WTF is Going on in the World of Content | w/ Nikhil, Ajay Bijli, Vijay S. & Sajith S. · Nikhil Kamath
Nov 20, 2023 neutral
Opinion
Yassin: Creators face a platform status hierarchy led by YouTubers
“There's even classism between platforms. If we are a TikToker, a Facebooker, a YouTuber, or an Instagrammer, it's like YouTuber is like class one citizen, then Instagrammer, then TikToker, then Facebooker.”
Nuseir Yassin Nov 20, 2023 ▶ 9:03 Ep# 13 | WTF does it take to Build Influence Today? Nikhil w/ Nuseir, Tanmay, Prajakta & Ranveer · Nikhil Kamath
Nov 20, 2023
Insight
Yassin: Creators should read tech earnings calls to anticipate platform trends
“You should read the quarterly calls of Facebook, YouTube, and Instagram, and from listening to the CEOs of the social medias, you can guess where the tides are going to go, because these guys control the tides.”
Nuseir Yassin Nov 20, 2023 ▶ 1:13:48 Ep# 13 | WTF does it take to Build Influence Today? Nikhil w/ Nuseir, Tanmay, Prajakta & Ranveer · Nikhil Kamath
Apr 21, 2024 negative
Opinion
Kim: Indian parents favor traditional tech giants over gaming companies
“I think the other thing is more of a cultural issue that I have discovered over the past few years that I've been here in India, which is that gaming, at least, and you guys please disagree with me, but in my experience, it seems like gaming is not looked upon…”
Joseph Kim Apr 21, 2024 ▶ 33:48 Ep# 17 | WTF is Gaming in India? | Career, Investment, Entrepreneurship · Nikhil Kamath
Nov 27, 2024 negative
Opinion
OpenAI o1's search-based reasoning approach is highly inefficient
“So you may have heard of O-one from OpenAI, and there is kind of similar work at Meta and other places where this sort of very basic forms of reasoning that consists in having an LLM produce lots of different sequences of words, and then having a way of search…”
Yann LeCun Nov 27, 2024 ▶ 1:09:42 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Mar 21, 2025 neutral
Opinion
Pai: D2C brands only have three ways to acquire customers
“Currently in DTC, there are only three ways of acquiring customers. Google and Facebook, influencers, which is incredibly fragmented, and word of mouth.”
Vikram Pai Mar 21, 2025 ▶ 58:29 Inside India’s Next Gen Startups | Nikhil Kamath ft. WTFund C2/24 Founders · Nikhil Kamath
Mar 23, 2025 bullish
Prediction Not checkable as stated
Aravind Srinivas: Meta's ad business will flourish even more as AI improves
“I feel like they're very well positioned to keep their existing ad business strong or even, or make it even stronger in a world where AIs actually work. It's a kind of a interesting position to be in for them where their ads business is going to flourish even …”
Aravind Srinivas Mar 23, 2025 ▶ 1:20:56 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Insight
Srinivas: Meta has a stronger moat than Google due to network effects
“Meta has a bigger moat than Google because Google's moat on distribution comes from their deals with carriers, OEMs, and like all, you know, all these people but Meta's moat is this raw network effects, like, Nobody pre-installs Instagram or WhatsApp on phones…”
Aravind Srinivas Mar 23, 2025 ▶ 1:25:09 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Apr 26, 2025 bullish
Assertion Partly supported
Sharma: Meta and Luxottica sold two million smart glasses last year
“Last year, Meta with Luxottica, and these are public numbers, they sold two million glasses, two million. And the number, what has been projected in, in the next four years is around thirty million.”
Rahul Sharma Apr 26, 2025 ▶ 1:35:01 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Nov 5, 2025 bearish
Prediction Not checkable as stated
Adcock: Meta's AI lab approach is going to collapse
“It's, like, the opposite of what Meta, I think Meta's doing that right now, right? Look at the Meta, like, a super intelligence lab. It's, like, you're putting, like, I mean, it's just gonna, it's just immediately gonna, it's gonna immediately collapse. It's n…”
Brett Adcock Nov 5, 2025 ▶ 1:25:00 Humanoids Cost as Much as an SUV Now | Nikhil Kamath x Brett Adcock | WTF Online Ep 2 · Nikhil Kamath
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