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Discussed for its valuation and holding period decisions observed
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Yeah, it started in China. They had moved it already to Singapore, then grew, then Facebook tried to buy it. But because it was technically started in China, China was able to effectively, quote-unquote, block it. But by that time, the transaction has gone through. So then they had to, like, try to find buyers for MetaShare somewhere else.
So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.
And a 10% chance of the world exploding, well, then money has no purpose.
You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% chance of being the last company in the world. You're kind of obligated to buy it if there's a chance.
Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They're going to burn Waymo's in the street. They're going to burn data centers. And there's no way to stop it now. Congratulations.
These folks are now the worst possible spokespeople for AI. Eighty percent of Americans hate this. And if this keeps up, and I don't even think you can reverse it now, I don't think there's a way to reverse the negative sentiment in America. They're going to block every AI data center. They're going to burn every Waymo in the streets. And they're going to ban AI in schools.
Look at what's happening to Meta right now. They're getting sued because supposedly their product led to social media addiction, and they're being sued for over a trillion dollars right now. And this comes on the heel of them losing a $6 million jury trial in Los Angeles, where a plaintiff sued them for creating her body image issues. So we are seeing massive product liability lawsuits against big tech companies like Meta and Google.
This would have been amazing before he launched Instagram, made it super addicting and caused young girls on the platform to experience body dysphoria and self-harm and anorexia and any number of diseases.
And it would have been so great if he had done that with teenage girls and the impact of social media on kids and addiction with Instagram and Facebook earlier on.
Mark Zuckerberg has super voting stock. He's never going to be, you know, thrown out of out of meta.
Well, I have a message for him, which is Zuckerberg, please explain how this concept is compatible with the fact that you have sued every startup, many of which I've invested in, that has ever tried to index or use the social graph at Instagram or Facebook. They have hundreds of lawsuits where they have sued people for trying to distill who are the top influencers on Instagram, who's in my social graph, and they lock that whole thing down. So there's a bit of hypocrisy here.
And what Mark Zuckerberg and I think Elon and Jensen believe is that this technology is too dangerous to centralize and history is spoken. And when given the choice, it is always better to distribute and decentralize.
But we want to create a decentralized empowering outcome for individuals. And I think that's the side that Zuck is on. And I very much agree with that.
watching some of the large companies now embrace GLM five, two and Zuckerberg, which we'll get to in a moment, releasing really great open source models.
next week meta is adding ai to those smart glasses
Yeah, this was a big project that, uh, you know, Facebook started, you know, back in 2009, right? So it has been over a decade, which is incredible.
They don't care about the hardware being commoditized. That's better for them. Now, Nvidia may care very much. Rock may very care very much. And so this just makes everybody, uh, sharper and better at their jobs. And I think that competition is going to become very real, but like you're saying, are these in anybody's hands yet?
So they, they, they've pushed very hard for decades now on just making servers, commodities, data centers, commodities, the infrastructure in data centers, a commodity, because that serves them. Right. And I think Google participated in that as well. So you have the people who have a consumer application like Google search or Instagram, Facebook, a social network and the advertising businesses.
And, you know, if you look at something like Facebook, they have really pushed open source hardware, commodity hardware, because they realize that the business they're in.
Meta probably has a fear that, or I should say, they see an opportunity having their own chips. What's the opportunity there? I think they're probably opportunistic. Hey, we have this data. If we have these chips, we can save money. So, sure, we're backing up the Brinks truck. I think they're one of the biggest customers of NVIDIA. But, you know, hey, this gives them a little bit of a hedge. Hey, you know, if we have to negotiate prices with NVIDIA, you know, we do have some of our own chips bei
I mean, this does also, I think, lead us to the discussion we've had many times, which is an organization as big as Facebook with as many developers it has, as it has using copilots and building a at the same time is like the snake eating its tail. They are, because they're building the LLM that's going to help them be better coders. They're going to use that LLM to write better LLMs and code.
If on the meta three llama version release date, the monthly active users of the products or services made available by or for the licensee or licensees affiliates is greater than 700 million active users. Then you must request a license from meta and meta may grant it to you at their discretion.
Incredible. Yeah. Somewhere Atari, 80 year old Atari engineers are banging their heads on the wall.
Facebook did have like a little bit more of that, um, shake hands and, you know, go out for dinner kind of approach. And this is gonna just get them the direct response people in a really amazing way.
The J trade's on. I think I might just go in there and just literally sell everything I own in the J trade portfolio and just put it into, you know, uh, Meta and Google.
This is a game changer.
That's what's gonna happen here. That's what's gonna happen here with Facebook, you know, and I'm seeing it. It's like, you just see, you've seen this movie. I've seen this movie before, and I think this is gonna be explosive. I don't think necessarily Google's the loser here. I think anybody else with advertising revenue in the world, newspapers, televisions, you know, magazines, content websites. I mean, I just think it's gonna make them even more dominant.
Well, now meta is going to have both direct intent and psychographics. This is going to create the greatest threat to Google search advertising dominance that's ever been created. And this is going to make meta stock and revenue go wild.
there's never been a search engine to speak of, or a search function of the open web, um, in any of these products by meta. And now there is, and they're going to super distribute it. So if they can cut, if they can get one, two, three, four percent of searches away from Google, part two is they have an ad network already. They already have advertisers.
Never trust them on APIs, but on infrastructure, they do have a track record. So to be totally fair, I like to call balls and strikes. Do not. You will strike out with them as a partner, as a business partner. They will slit your throat. Conversely, on open source, they'll be delightful.
when it comes to this whole AI revolution, they've been at the core of it and they've been pushing this technology. And if it wasn't for what they've done, you know, we wouldn't see as much advances as we see across the board.
So these are some examples where these are fundamental components to the modern internet as we have it today. And, you know, Facebook slash meta has been at the core of them all.
So while it might seem to be, in the short term, not wise to tell your competitors, like Google or Amazon, AWS, they're all watching the open computer project, they see some great innovation in maximizing storage or reducing heat, you know, in a server rack, and they take it, quote, unquote, steal it, and they leverage it. Well, that's a bummer, right? You just lost an advantage. But for every 10 things they give away, the concept here is they might get back 20, 30, 40, you know, a multiple of i
That isn't to say that, that meta and, uh, Google aren't going to have that. Of course they will. And they, um, they have the advantage of also like the user profiles. And so once they actually start releasing, um, that we'll be really interested because that's where we could really create this bespoke itineraries at scale.
the FTC sued meta and lost over their acquisition of a VR app maker, uh, within unlimited. The FTC argument meta having to beat saber like products would give them an unfair advantage in the VR space. The FTC lost, um, they've got an antitrust lawsuit of Instagram and WhatsApp acquisitions that occurred decade ago. I mean, uh, people kind of expect the FTC will lose this. You never know
and then meta and then Databricks. Uh, and there's another one we'll bring up mistral as well today. Uh, the, these, these folks are fully open, uh, commercial use case is different. The commercial use, uh, differs based on their licenses, but in general, they're sharing everything and we're seeing really fast innovation.
this specifically Lama too, but Sonny sent me another one today, um, are really starting to gain market share amongst the startups that are using these tools.
actually meta has released something i'll just pull it up just to to talk about it but called llama guard and uh um and so my guard yeah and so it is their open source language model llama yeah and um this is uh just gonna pull it up here and we'll do a demo next week because i don't have one queued up for this but it's really powerful and excellent and what it is um just released in december and basically again you can get the paper and you can go download the model um but what it does is it ba
meta has open sourced something that many people are leveraging it's called llama guard
yeah and exactly and you know make it in the open source letting people understand what went behind it um is is going to be super powerful
this is great yeah and this is something where i think these guardrails if we're going to start to see the companies and the government start working on regulations this is the type of self-regulation and transparency that i think the market needs so kudos to zuckerberg for making this open source
some of the meta properties they do call it out now when you upload something and it's ai generated it will detect it and label it
i think it was best stated by zuck who said you know in the meta earnings i'd rather invest more and then not be late later on and i think the feeling that they're getting is the technology and it's not one of those things where people say it's a bubble like the technology is there
hogwash i mean we take 800 acquisitions she mentioned 800 acquisitions can you name the three or four that were the most harmful and they came up with one and i would say the harm of facebook tracking whatsapp users is all within the law if it falls outside of the law they get very significant penalties and in fact facebook had the largest judgment against any american company in history for privacy violations and they are audited because of that if you remember um that case i
we went through a couple of decades where we saw over 800 acquisitions by the five big players not a single one of which was blocked and some of those we realized ended up leading to significant harm just to give you a concrete example there were companies that were offering americans greater privacy and they were promising that we're not going to use your data we're not going to sell it we're not going to spy on you everywhere all the time after some of those firms were bought up by one of the
you're going to have to have 50 billion which is what I think met has spent on these things so far and I'm sure that's what Apple spent 10 or 20 billion on their goggles and we're still five years away from it being a reality
I want a three month mulligan on that question to see how the new Quest 3S headset sells so this is the new meta headset and the reason why I care is it's $300 which is finally at that high quality low price combination that I think the AR VR world has been waiting for and now Oculus definitely more VR than AR but it's funny how much of stuff that is amazing isn't always a great business
meta is putting the investments in to make open source catch up.
Meta is, is doing this to enable a developer community. Uh, you know, they're, they're a social platform. They're using the models internally for all kinds of stuff. Those things don't overlap with what we do. We're focused on enterprise. And so it's actually a really great partnership. We're very complimentary.
We're already seeing it with llama models, like multi-modal llama models. We're not rolling out in Europe because of the regulations they put in. So I think that's the net of this is that the consumer suffers, right? They have fewer choices and there are fewer ways for them to modify, customize these things for their purposes. So I think it's a net negative if you start to restrict what people can do, especially this early.
Only two companies they say in the last 20 years have been built that meet that threshold. And they are meta and Uber.
yeah yeah yeah no yeah back in the day he was like literally meeting with phone vendors about a facebook phone and if even if they had just done it and it had five percent market share right now i
So it's llama 3.2. It's called vision. And so what you can do is, um, you know, you can give it like a picture of anything and you can give it a task. And I'll just kind of turn this down a little bit. And so I just said, so for the folks listening, I gave it a picture of a plate of food and said, tell me everything that's on this plate, estimate the portion size and calories. And you do that. And basically what you'll see here is, and you see how quick that is now. So this is what's starting to
We're going to just give a quick shout out to Meta and a couple of demos real quick. And we're going to start with one of their models, which we have running on Grok. So I'll just show it there. And so what, what Meta released a few weeks ago, two weeks ago now was what they call vision models.
If you think about how much money is at stake for a company like Meta. Yes. You know, it, if they put the pixels for an ad in a certain spot, it might not look good in a Marvel film, but it might print an extra billion dollars a year. So they are obsessed with the click through rate of advertising and that's their master.
so many years ago i was trying to convince uh facebook uh dan rose and and circleberg like you guys need you should launch a browser like you're such a threat to google if you if you uh if you launch a browser you're going to be master of the world and they were like no we already have one and i said okay well the the my app is a browser people open link and and my my social discovery is searched so they had a different view of the world which turned out not to be correct because social is not a
there were some weird caps like you couldn't have 100 million users or something but i think is going based and he looks at this like the open compute platform he knows he's got a network effect he'll defend it
3 billion 3.29 billion this is a q3 number and that was a five percent year over year so we'll have to see what it is now in uh at the end of 2024 but that's the latest from their earnings report 3.29 billion people
decisions yeah he would change his decisions he cares about winning that's why the number is so big that's why it's 3.29 billion yeah because he cares so much about that number going up he's addicted to that stuff i know him i know how he thinks uh and you don't need to be a genius you don't you know i don't have a personal relationship i don't want to overstate it here but i i know him since i since he started his career yeah um you know in fact the first time i met him was when he it was a pri
community notes it's an incredible project... it's actually an open source project... anybody can go take a license to this and use it
zuckerberg really cares about business really cares about winning i believe his primary directive is winning
automation and more moderation thereof haven't worked for facebook and meta the way they wanted them to so they are going to essentially let people be a bit more freewheeling a little bit more self-policing
but let's just break it down for people so first of all facebook is moving away from third party fact checkers they are moving towards the community notes model uh originally called birdwatch back at twitter community notes under x and uh has has very much become associated with the musk x era of social media if you will and what i thought was very important in meta's commentary the announcement of this they didn't say you know we are looking at the market and learning they just said
In 2025, we at Meta, as well as the other companies that are basically working on this, are going to have an AI that can effectively be a sort of mid-level engineer that you have at your company that can write code. And once you have that, then in the beginning, it'll be really expensive to run. And then you can get it to be more efficient. And then over time, we'll get to the point where a lot of the code in our apps and including the AI that we generate is actually going to be built by AI engi
I don't think Meta is in any danger of running out of money. They can afford to both invest in AI and reality labs to the tune of several billion dollars a year, but at the same time, they'd like to make more money. And if Meta was able to double its profit, it'd be worth a lot more.
this is the same company they just pledged 60 to 65 billion dollars in hardware investments this year
their followers engage more with their content because this content is unique so there's a whole formula of downstream users and then there's also lock-in so did these lock people in and create a moat for instagram you know for facebook
There was also, I saw in my feed that he was commenting, you know, sometimes when you split companies up, they become worth more money.
We got a bunch of documents shared by the FTC as part of the antitrust case around Meta, which is ongoing right now... we found this from April, 2022, some insight into Facebook internal communication, Mark Zuckerberg's concerns about the product. He shared a long thread with employees about his concerns that Facebook's friends format was outdated. All the other platforms are chasing followers.
But I'm curious how much heat you think this puts Meta under it? Because famously, they were known to use LibGen for their AI model training.
That would mean Meta and other companies that use these big pirated archives like LibGen, or we talked about The Pile on another episode, these massive troves of already stolen material. They've been sucking that up and saying, well, we didn't go violate copyright. We just used this third-party collection of copyright of restricted material. This report is basically saying that's not okay. And it's out of step with copyright law. So that could be a big obstacle to training these models moving fo
They have less employees now than they did three or four years ago... And they're growing at 15 percent a year. I mean, that's crazy.
They've gotten fit. They've gotten fitter... It's gotten more efficient, being more efficient.
We'll also invest in so much in AI. It really speaks to the fundamental strength of the Meta model over the last couple of years. I'm I'm blown away, Megan, by their ability to just have that much cash.
Meta has had enough money and enough profit to lose tens of billions of dollars on VR and then keep doing that.
There is no way that Zuck is going to lose in the battle for AI supremacy. And he is going to find a way to do it. And whether it's a 49% hack or stealing teams or other things like I, I wouldn't, I wouldn't bet against him. And I think he's very strategic and is going to do what he needs to do.
I think we'll start to see more purchases in that like 49% that doesn't trigger some of the regulatory pressures... especially for larger companies so that they can still operate like autonomously, but provide liquidity to the ecosystem.
google did 150 million dollars of business with scale last year they were going to do 200 million this year that's going to go to zero and a number of startups are reporting an influx of demand for their services which were competing with scale before because people don't just want to give meta essentially their data to show them what they're training
so now the question is is meta going to just turn that off and just say we're not going to provide that to other people we're just going to use it for our own needs and that would make sense for them to do it but it would also be super anti-competitive
meta's buying 49 of scale and taking their ceo the last remaining co-founder the interesting kind of second order effect of that deal is that a lot of customers of scale are now looking elsewhere essentially they don't want to go be a scale customer because they're google or another competitor with meta
don't see here is much from meta in this top list one deep seek you know a little bit from other companies there
did zuckerberg buy this to kill it
is meta going to just turn that off and just say we're not going to provide that to other people we're just going to use it for our own needs and that would make sense for them to do it but it would also be super anti-competitive
this acquihire of scales founder and some of its technology is going to pretty much kneecap the company.
I think Facebook's going to do exactly an AI, what they did in social media, which is find their WhatsApp, find their Instagram and go all in. And that's, this might be the first of a couple of acquisitions that are going to happen.
he made a mistake meta and VR did not disrupt anything about social media. Zero had zero impact, none. So he made a colossal mistake and burned $50 billion.
He is a complete berserker, like in the category of fighters, he will copy everybody's innovation and laugh while doing it and do it better than you, because he doesn't have to come up with the original idea.
Zuckerberg is now taking a meta glasses, you know, metaverse approach to AI, which is I've got the most money and chips outside of Apple, maybe in Google. Therefore I'm playing for legacy. I'm pushing all my chips in.
It might be that Zuckerberg is so ambitious that he will keep everybody employed and just make his AI the best one.
Now, will Zuckerberg ever do that? No, unless they get sued. And that's really what has to happen. Substack needs to sue Zuckerberg and say, you ingested this stuff. It's clear you ingested it.
That's $350 billion in market cap, 20% of their cash on hand, you know, and cash flow coming, and they could basically just say to the shareholders, we're not going to post a profit anymore. We're not going to do a dividend, and we're going to be buying and investing in artificial intelligence like nobody's business.
It was only 1.3 billion in the quarter. But they also rebought $13.4 billion worth of their shares... their free cash flow is like $3 billion a month.
Meta wanted to buy it outright. And reporting says that, you know, Ilya said, no, thank you. I'm not interested in that. And so what Meta is doing is probably, it is working on taking the other co-founder, Daniel Gross, and also his investing partner, Nat Friedman, the former GitHub CEO, in kind of a package deal while also taking a stake in those two gentlemen's venture capital funds.
In the last quarter, Meta's operating cash flow, Jason, was $24.0 billion, and its free cash flow was $10.3 billion. And the company's current cash, cash equivalents, and marketable securities was $70.2 billion as of March 31st.
I think he would be willing to risk easily 20%, 10%, 20% would not even be a scratch, right? It's just like a bruise. It's not a big deal if you lost 10% or 20%.
The market cap of this prize, if it's $10 trillion, has the ability to double or triple your market cap, if you were to win, but 25% of it, win $2.5 trillion in market cap easily added, right?
If you go pull up the Facebook market cap and their cash hoard, just generally speaking, broad numbers, and then you put it against the prize for winning the AI race... So whoever wins, gets there first, or becomes one of the top three players, is going to take part in a $10 trillion prize, let's say.
Meta's enormous AI push is now really impacting the startup world. Recall Jason, that they are trying to build a new super intelligence team. This is where the scale AI quasi acquisition came into play.
Meta and scale AI have come to a 14, $15 billion deal. That investment threw an enormous amount of light onto the realm of data labeling.
startups are working to fill the gap that Scale AI's exit to meta may have formed
Meta's AI gets a ton of use because it's baked into Instagram and Facebook
deep seek and meta have no chance
Meta has pretty publicly stumbled with its LLAMA 4 release and everyone kind of went back to thinking that we're going to see essentially closed source AI run the world as XAI, Anthropic, and OpenAI kind of battle it out.
Then this year, we saw Meta and Scale AI. This was kind of the weird one, $14.8 billion, but they bought a stake in the company and took the talent, but then the company was poisoned because no one wants to work with Meta's subsidiary effectively on their data, so that's going to be a mess.
I think the most exciting thing this year is that we're starting to see early glimpses of self-improvement with the models, which means that developing super intelligence is now in sight.
That is an enormous, almost throwaway claim from the meta CEO because it implies, Jason, that soon we won't just be depending on these smart humans we were discussing to make the models. There could be some ability for models to actually make themselves better. Now, we don't know if that'll be a quick process, a slow process, expensive or cheap, but just the fact that we're touching that now gives me quite a lot of optimism that we'll see grok for level improvements across benchmarks over the ne
What would it take in terms of the number of months and what skill, what assignment would you give somebody? They're going to work six days a week, 12 hours a day to become worth $100 billion or even, I'm sorry, $100 million or even $10 million to Zuckerberg in this great talent war.
I think you could look at that as the foundation of the investment. Yeah, like that is the backstop of the investment. If this product or idea doesn't work, we could get back some of our investment if the company sells, because these people are so currently, these people are so valuable.
We've talked a lot about Meta's AI hiring spree. Jason, we've talked about this on the show several times, and I was trying to sort out why you would ever give $2 billion to a company that hasn't launched anything, which has shown less than the average accelerator entrant. And then I realized it's just a talent buy. This is just a partial acqui-hire. She has X number of researchers that Meta would pay $100 million apiece for.
when you look at the advanced degree almost all of them have phds which is which is in purple that's what makes this chart super interesting
we did find a total of 51 people that are now working at meta's asi team
what Zuckerberg really did by poaching all those open AI people is all of their innovations or their strategies their management techniques their philosophies you know that's all going to go into meta open source so we might be it's possible we might hit a trial of despair in the startup curve
offers from Mark Zuckerberg whereas Apple's sort of bleeding out.
they're losing a lot of people to meta and the interesting like we have I think we have this at a later story we're not seeing that necessarily with every other company like some like Anthropic is much better at holding on to its people even when they get extreme, you know,
that company is crushing it, his company, that they do surveillance of people as a default to serve up ads, that he's bought other large properties.
meta's actions backing up your previous point are going to drive more regulation especially around age verification and a lot of things the tech industry has historically been opposed to so i think it's very important to point out here that that it's not just meta making a mistake it's possibly making a mess for a lot more folks
whatever's happened at meta has metastasized to the point where zuckerberg does not have anybody around him telling them when they're doing stupid this is a dangerous place for somebody with that much power to have this
the people at meta have never found a decision to make regarding children where they didn't make the wrong decision this company needs to be put under a microscope at every product launch and every decision that they do
we have two senators in the gop demanding that meta be investigated over this and finally meta did say after reuters asked them about this document that they confirmed its authenticity they said they're going to stop being
reuters got its hands on an internal meta document that set policies for what is and is not acceptable when it comes to interactions with children... the meta platforms document said that its ais could quote engage a child in conversations that are romantic or sensible it could also from rotors report generate false medical information
Meta, which is spending tens of billions as well, and doesn't have its own in-house chip division the same way that Alphabet does, for example, with their GPUs or the training in chips over at Amazon's AWS group.
It's producer Claude is telling us Meta bought a minority stake in Ray-Band's pairing company.
These are 800 bucks from Meta and up for the bracelet and glasses.
I feel like Meta did this to keep people in there and I guess spectacles to a certain extent to keep people into their ecosystem.
Meta is not amazing at naming things. They've kept Instagram's name. I think that's the best choice they've made. I mean, Oculus, Horizon, Worlds, VR, whatever. It's never been, Jason, the most crisp of brands.
I think they also have a branding problem at Meta because these are the Meta Ray-Band somethings, Meta Ray-Band display, I guess.
It's better than I expected. Yeah, that's a great price for that much product, but continue.
The thing is, though, I agree that society is just not here yet. I don't think we're going to have these be in regular use.
And I think on the privacy front, they're doing some intelligent things. So if you try to cover up the light that displays when you're recording, it'll tell you to stop doing that. So it's actually has a sensor to block you from blocking it, which I think is a good step forward
Yeah, I think it's an enormous step forward. So it does have to use your phone as kind of a base, but you don't have to have your phone out. Enormous upgrade. I think the 600 by 600 pixel display looks pretty darn crisp. And it's bringing some of the stuff that I love from Google Glass to now, which is like live translation.
I'm really excited by it. I share all your privacy concerns with these new meta Ray-Ban displays. By the way, 800 bucks to start and you can go get your box. Whoa, that's a great price.
I think since Zuckerberg did it in a way to foster the covert recording, he put a very low LED light. And I think he did that on purpose or the team did so that you could covertly record.
Putting the privacy element of this aside, having a wearable that can tell what your fingers are doing by tracking your motion, it's a technological and engineering success. I was impressed.
But it is a, this is a vision that is both disturbing and awesome, because when you're walking down the street to not look at your phone when you're trying to get directions or to answer the phone or to see your text without looking down, that's all great. But now you've become permanently online and you're creeping out on people by recording them covertly.
Zuckerberg did after buying Oculus, which is, you know, I don't want to say it's a flop, but, you know, it never hit the mainstream, I think. You know, it's never really an application. And I think the application has always been AR, and here we are.
This is, I think, what everybody wants, I'll be honest. And this is what Google Glass was 10, 15 years ago. And they gave up on that at Google, which was a huge mistake. You know, in the technology business, not quitting is how you succeed.
But Jason, I think the big news this week is that they've put out new glasses that have a screen built in. A pretty large technological jump from the preceding generation.
Meta's AI Glasses. This is the thing we've talked about on the show quite a lot, Jason. Just to remind everybody, they dropped an earlier version of their Ray-Ban Meta Glasses that could take, I believe, photos and such. They just updated that to the second generation.
major players like Alphabet, Microsoft and Meta are expanding their footprints in the region. And the reason for that lower energy prices power in Nordic countries averages 60 percent cheaper than the rest of Europe.
The big loser in all of this is Zuckerberg. Zuckerberg now has a viable, scary competitor. And the competitor known as Snapchat has never really had any kind of impact on Meta's supremacy here.
This is the one company that challenges Meta's supremacy and will continue to do so. YouTube would be the other, right? Just as the world moves to video in shorts. And so you have to ask who loses here. The big loser in all of this is Zuckerberg. Zuckerberg now has a viable, scary competitor.
Zuckerberg and his family will control Meta and their billions of users for all eternity. That's the company that you have to be worried about.
this is one of the most profound and approachable articulations of how the metaverse might possibly come together ... i do think it's convincing i think he took together everybody else's innovations and made a just spectacular presentation toby but he's a thief who stole all of this and he's the last person i think you would agree that we want in charge of this
they're going to have a workaround between business accounts and ar accounts because they learned from their uh stealing slack another theft by zuckerberg ... zuckerberg has this very weird dystopian view that there's no difference between your private life and your work life
what the big tech companies have learned is own the hardware and own the whole experience ... so when you see somebody trying to build the whole stack that means open source is going to have a problem we really need an open source standard ... that would be a huge win
apple will get there first i hope we can only hope that they get there
zuckerberg oculus never should have sold to them that gave them a big head start and nobody should join this use it and build for it ... we cannot let them win this
so here is a 65 second clip of zuckerberg realizing that he is going to get sued all over again and nobody trusts him so he's trying to do this preemptive thing like i'm sorry this time will be different
you literally have them saying that we care about privacy and they've done nothing to protect people's privacy over the last couple of decades and here they are telling us this time it will be different
it's a terrible decision for any developer to go to work for zuckerberg as opposed to an open metaverse project
this is one of the all-time greats and we've been working for years to bring it to quest i'm excited to announce that the rockstar games classic grand theft auto san andreas is in development for quest 2
population one is a thrilling battle royale that is only possible in vr since its launch at connect last year it has become one of the highest earning games on quest and the biggest multiplayer fps on the platform you can have up to 24 people in at once for a match
there's a long way to go probably five years of miniaturization perhaps 10 for you to have sunglasses that would be chunky that can do ar properly
another great job of zuckerberg stealing other people's ideas those glasses that just simply record that's a just a small milestone on the way there
i believe that vr is appealing to no more than 10 percent of consumers and i think ar will be appealing to 90 of consumers or more
vr is oppressive you know these things over your face are heavy not being able to see the real world sucks it's a very niche product
the company is all in on virtual reality and augmented reality
there doesn't seem to be an open standard for vr so as a developer you're making for the oculus you're already locked into oculus when apples comes out or if you know microsoft and google have a product that kind of we have halo lens
when you look at a company like facebook and they built they were basically took the open web and closed it now they're saying they're going to do this open
technically the quest has ar in it right you have that pass-through mode where you can kind of lay out your guardian and see through that's ar
once vr transitions to be how you interact with your computer let's say right so when i'm working on my computer i look at my screen right now but i could be wearing a very lightweight vr headset where comfort is another major factor right lightweight headset i see everything i'm in vr all day while i'm working
hardly anyone has the budget to really push it because the size of the market just isn't there yet to justify spending 50 million dollars on a game
the power of the quest is somewhat limited but it's pretty impressive
i think if you go in with an open mind and you try a bunch of experiences i think if you try enough experiences i bet there's one in there that is pretty captivating and keep you coming back
what we found is that our numbers show that a a strong portion of our players who do play and and get past a certain point stick around and they keep playing and in our case we have a golf game so our demographic is a little bit different than the average vr demographic that oculus shares uh we we lean a little bit older which is pretty interesting and you know we've we've got quite a few players that are over 60 that play almost daily
the oculus is so complicated and um i don't like not being able to see the real world i'm not a fan of vr exactly but i did love beat saber i will say that and i am super impressed with the technology but my tweet was intended strictly to look at this phenomenon of people buying them and putting them on the shelf
people who i know who buy oculus especially people who are into video games like hardcore pc gamers console gamers they buy try and then say goodbye to their oculus
I think Apple is going to dominate this. I think meta is like, I think they're fighting too many wars on too many fronts. Obviously, Oculus was a visionary product with VR and everything. But I just think they've never run like an at scale app community at Facebook and app developers don't trust them. I think it's not in their DNA.
I would maybe flip it a little bit and say meta and then Microsoft.
I would close by saying I really do believe Apple versus meta is the next Apple versus Google.
I think Apple will be number one in AR glasses. I think it'll take them a while to get there. I think meta will probably be number two.
the median tenure of employees at this point at facebook appears to be about 1.8 years
basically like saying you work at a cigarette company it's like you work at jewel or you work in tobacco
whatsapp and avoid this problem yeah totally now i think is when we are going to find out you know because there is that mystique around zuckerberg who has or cheryl sandberg has right operated at an incredible level of execution for the last 15 years but i think now we find out if that mystique is is is valid right now because when you get into trouble not the kind of trouble where like a lot of people are mad at you and you can pr your way out of it but they've been doing it for a decade but t
it affects the entire digital ad industry like every article in every digital ad publication right now trade pub is like how do you work around this
this is one of the most hardcore hits i've ever seen in business i'm trying to think the only other thing i can think of is like microsoft bundling internet explorer and you know killing netscape you know so viciously i mean it is a murder it really is it is just a it's really bloody
he just pushed the button and nuked 10 billion dollars in revenue for facebook
10 billion loss billion dollar loss of revenue because of apple's privacy features
owning the shares are like you know what i have other places i could put my money and i don't want to believe that they can overcome these problems
at a certain point people stop rooting for you and they want to see your demise
i think that bad karma has built up to the point which people don't want to work for the company
is that negative user growth quarter over quarter
i wonder if blaming apple isn't also cover for the fact that facebook is running into all these other headwinds real hard
i really do think that from a pr perspective changing your name is usually a sign of desperation
metaverse is at best a 10-year bet the headsets themselves are churning users right now as you have talked about on the show and we've talked about i was one of those users who bought one and is just like this is crickets now
they projected a 10 billion dollar loss of revenue from apple's privacy features and for the first time negative user growth quarter over quarter the stock dropped from 323 dollars a share to 238 dollars a share as of 1 pm eastern on thursday this represents a 220 billion dollar loss in market cap overnight
that company named itself meta in a kind of embarrassing for all of us attempt to outrun all of those issues
architected both ad networks yeah yeah all right it might work for her to stay but not be ceo
get your get your sundar here there you go yeah so she is currently coo so she becomes president and you bring in a new ceo and ceo and you just start moving towards a kinder gentler here's my
straight up lie about their metrics so all these so even though facebook and google have the lion share of digital advertisers right now you know that advertisers are like we do sort of wish we had an
so facebook is in a doubly weak position here one is sentiment like there are plenty of european users who given this challenge might just be like okay facebook and two they're in a financially weak position like you just said like here facebook is in a total stock market slide it's power and influence declining dramatically before our very
meta is now warning shareholders and the sec that they might just have to stop doing business in the european union
facebook or you know meta warning about how they're going to have to pull their services out of europe due to privacy regulations a threat that might not be as scary as they think it is
Zuckerberg's idea was I'm going to bring you free internet, like very low speed internet. Oh, by the way, you can get to use Facebook as part of that. It just felt imperialistic. I understand how people in India feel about that.
Facebook shareholders, suing the company, alleged that Andreessen, an independent board member, haha, independent, representing the company's stockholders, haha, surreptitiously coach Zuckerberg through a multi-week negotiation process to win board approval of stock change something the stockholders argue is a major conflict of interest
Basically, I can't believe Andreessen stand on the board after this, but here's the story
I wouldn't be surprised if Zuckerberg said, hey, not a bad time for you to leave.
Zuck has super-duper crazy voting shares, so the board is a formality at best. He can do whatever he wants, for better or worse.
I think kudos to YouTube, Facebook and tick tock, I'm not going to call it meta. It's just silly, but no,
the big platforms, tick tock, meta, YouTube, all three of those companies have restricted access to Kremlin backed sites RT and Sputnik in Europe, and then meta and Twitter have been removing anti Ukrainian disinformation campaigns over the weekend
I don't think Facebook is great at sort of mitigating this type of harm either.
You're saying meta in a way is if you ban tick tock, Facebook gets the business. We're actually handing it to Facebook. What do you think?
Actually, like somehow this Facebook scandal story has turned into a bad Tik TOK story, but like, whoa, whoa, whoa. Everybody's playing the same game here.
Yes. And also Facebook is programming the out of us and given Facebook's close connections to, for example, you know, primarily GOP public relations firms or Peter Thiel.
They're using this Republican firm... to court Republican lawmakers... using this really inflammatory language and seeding these op-eds that kind of stoke fears that as of yet are unfounded.
Targeted Victory has actually worked with Facebook for a while. They helped orchestrate that meeting between a bunch of conservative people and Mark Zuckerberg... Their relationship has deepened specifically since the TikTok ban threat.
Facebook stoking those fears, you know, taking this dubious trend story in one market and trying to replicate it across other markets to generate outrage.
somebody posted this insane list of like fake TikTok trends to a parent's Facebook group. It went viral actually on Facebook
We're not buying what you're selling. It's still Facebook. It's still loathsome.
Facebook hired a GOP public relations firm to trash TikTok.
the best talent is not going to work, want to work at a, at a private startup like that. They're going to want to work at Apple or meta.
It goes up one more jump. Yeah. And audio, all that stuff's just going to keep getting better very quickly.
Next one is going to have eye tracking. So like your avatar will literally respond as your face is moving, which is going to just make it feel so much more immersive.
And then when Apple comes out, everyone's like, okay, no, this is not just like Zuckerberg's like obsession with building something, right? This is like a thing that
I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be having a different discussion about like VR in general honestly, because AR will be the, the, the race to AR.
And they're very paying attention to how Meta is doing it.
I think once Roblox or like the horizon thing, which was like their version of Roblox really takes off.
Quest sold more units last year than Xbox.
They're going to want to work at Apple or meta. I think those are the only two meaningful players in the near term.
Microsoft, well, all their senior HoloLens people have gone to Meta. I see every week.
If it works, it's, it'll be big, but you're right. The bird, the boats are burned. The boats are burned.
For sure he's a great competitor. I would say great competitor.
He's a great chess player. Yeah. Yeah. And buying this armband company for a billion dollars pre-launch when it was like 20 people, it could be a similar thing where it's like, you know, in 10 years, we're like, they just bought the next keyboard and mouse for nothing.
the people that he's put in charge are the people who have been at Facebook for 10 plus years. So all the key leads on the glasses, Oculus up to the CTO boss. It's one of like the third, maybe most tenured employee. The head of AR has been there for 13 years. I mean, it's all the people who built the early OG mobile ads business are now on this, which is a sign that this is like top, top priority. And he wants his best people who are the missionaries on it, right. Wow. And that's, that kind of f
I think Zuck sees this as like, I've got to get out of the thumb of Facebook and Google on mobile. I've got to make my own platform.
meta is hiring the best across everything, across optics, across thermal. They're hiring Apple supply chain people. They're literally sparing those expense on talent and it's like, buy whatever you want. Cause they can, cause the antitrust scrutiny isn't really in that area.
I see this playing out like iOS and Android. And I see at the current state of things, Facebook meta being the Android to Apple's iOS all over again in this race where it's cheap, it's more affordable. It's maybe not as powerful, maybe not as good of an app store, but it's good for a lot of people. And I see that being the way that they compete because they can't outcompete Apple on supply chain on industrial design. They know that they're certainly trying. And I think they'll impress people.
someone pretty senior on it was like, you know, if this thing works at scale, everything else doesn't need to matter. We invented the next keyboard and mouse.
Meta's releasing a smartwatch, by the way, as soon as this year that will then tie up with the glasses, where you can literally think to control them and you get a phantom limb, where you can like control a phantom limb with your mind.
In 2019, they bought this neural armband company called Control Labs for about a billion dollars.
They have semiconductor fabs in Asia. They have hundreds of people working on custom silicone,
18,000 up from 10,000 last year. 18,000 losing 10 billion a year.
Zuckerberg has a lot of ego wrapped up in this and a lot of hope to not only beat Apple, but to sort of like recast Meta as a company that actually makes things instead of just steals everything.
meta is scooping up talent from Apple and others. And there's been reports about Apple doling out additional grants to AR engineers just to keep them because meta is so aggressively poaching and driving up the price of AR talent kind of across the industry.
So everything meta is doing is in response to what they think Apple's going to do.
And meta has its own version of what Apple is doing high end mixed reality called Cambria coming this year. And they're trying to get that out before Apple.
Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, he wants to beat Apple. I mean, this is, I think this is going to be the biggest big tech business, uh, feud over, you know, the next version of computing for the next decade.
Zuck is kind of in the mindset of your margin is my opportunity. So he's looking to subsidize this hardware, like the quest to for instance, is sold basically a loss, maybe borderline break even, um, just so that they can get it out into the world and get adoption going.
the specs are cool. They have custom, fully custom silicone waveguides, full color AR pretty wide field of view for AR, battery life which may not sound impressive but is actually pretty impressive compared to what's on the market right now.
they're committing to three generations up front starting in 2024 through really the end of the decade. But the first version is not going to sell that much and it's going to be very expensive.
I knew people who, you know, were climate folks and, you know, obviously did not believe in cancer, kind of hard to be pro cancer, uh, and be anti environment, but they had a juicy, they made lots of their money through investing in those, those plays. I, it's pretty cynical, but the cynical play would be it's 12 PE and it could go to 25 again.
You may want to hold your nose and just buy it. Uh, it's buying a tobacco company and lots of different, that's a very apt metaphor.
It's PE is 12.7 right now. So that makes them a really good deal. I know.
So, and they're also pouring money into this, um, you know, into the headsets and everything like that. So maybe people are thinking it's bouncing along the bottom.
But I mean, the, here's the thing about Facebook, the expectations were incredibly low. 7% year over year means the business is not contracting. It's growing. The income going down makes sense because of the, uh, headwinds of what's happening with, uh, Apple and, uh, making lookalike audiences and tracking of individuals, arguably the best advertising business lookalike audiences or technology since Google search.
Evidently, the expectations were super low because everyone hates them. But I also have to wonder if some of the news about Twitter has got investors thinking, well, Meta is going to be the social network of last resort for all those angry liberals.
Meta stock up 14% in after hours trading.
I think Apple is very formidable. No one's going to dispute that, right? I mean, they've, they've done amazing stuff and they, they own the operating system. Yeah. I mean, I think Apple is incredible. I don't, I don't, I'm not saying that that means that Facebook will fall, but I do think Facebook has a lot of big challenges ahead of it. And it's, um, you know, it's DNA as in software. Again, I don't think anyone would dispute that.
I think there is a lot of attention on this division. Um, it's, you know, more than 10,000 people I believe are in a working in reality labs, which again is the part of Facebook that does the AR and VR work. Um, they have a metaverse team, so they, they're, they're constantly growing. They're investing a lot of money into this area, into this work. Um, they're losing a lot of money too. And that's the, that's the result of, of all this, um, energy, but they, there is buzz around it. I think peop
they don't proactively come to me with these stories. They're not saying, Hey, write a story about the roadmap, right? Because they don't discuss internal products or the unannounced products. They don't provide that level of detail.
the timelines on their other devices, the AR glasses that Alex reported on, the smartwatch that they're developing, the Ray-Ban glasses that I previously reported on these, these products have all been delayed. The roadmaps have all been pushed out.
the reality is, building hardware products is extremely complicated.
I think the timeline is ambitious. And I think we've seen from Facebook that these timelines are sometimes not met.
Our node is are saying they think that this seems really aggressive 2024 for a release of a device like this. But I don't feel like these devices look that far.
the prices have come down enough, the technology is getting there, the platform is, you know, you have some user base. So the idea that you would actually fund a VR startup today, you know, there was a lot being funded four or five years ago, people were losing their minds in the VC community, setting up oculuses and buying gaming PCs, and it was like, took two hours to set up and now your quest is on your face, and up and running without an iPhone, right? You can just use it with just the devic
Think about the like devices that we use and how much they hurt our body. I'm so ready to get rid of my phone. I really am sincerely like get this form factor away from me. I want it on my face. Like I'm wearing readers anyway, put it right in here or the idea of, of being more kind of mobile and not tied to a thing in a meeting. If I'm wearing an AR headset, assuming that it's light enough and comfortable. I, I actually can see that bringing a lot of value and the space factor, like just having
He's been obsessed with Microsoft since he was a kid. I mean, he, he basically modeled his entire career on, um, Bill Gates is dropping out of Harvard, starting a company, having control over it, and then copying other people's features and never getting disrupted. That was his always obsession is to never be disrupted like Microsoft was. So it would play that he's always wanted to have an enterprise play, right?
there's been a lot of dunking on Zuckerberg for this very boring vision of the metaverse. It's all about work, but it seems to me that that actually, that's what we spend the vast majority of our days doing. That is a use case that could be pretty obvious for, uh, both people and companies. You could see companies maybe wanting to pay for this. You build in a market. If you can make it a thing that you would wear all day for work, that might actually be the strike of boring genius or the stroke
you're gonna pop up Chrome windows. And when you look around, you'll have a multi monitor setup. And if you're at a cafe, you're gonna be sitting there looking like an idiot, moving things in the air, typing a virtual keyboard that doesn't actually exist.
this question of ecosystem though, does harken back to the reporting that suggested that meta is gonna take a 47% cut of the apps that are sold potentially on these devices. Right? I mean, there is some economic reason for them wanting to have what might end up being a closed ecosystem.
the business model is around, um, they take a, they take a cut from the app store and they might build out an advertising business, but around it, although that's, you know, very, very early stages, there's no real activity there.
it's being marketed or pitched by Facebook as a device for the future of work. Mark Zuckerberg spoke about this and earnings last week. We talked about it, um, being a replacement for the laptop, right? So you can use it ideally to, uh, use email to code, to, um, attend virtual meetings. And, you know, this idea that, um, we will be working in a different way in the metaverse that's core to the sort of whole idea of the metaverse. And so, uh, my reporting showed that people inside reality labs,
the main selling point of this device is that it, um, has full color pass through. So you're able to, um, you know, pass through is when you can step outside your, your VR environment and have a real time view of, of, of your surroundings. So that's, um, that's quite advanced technology and this device is offering it.
According to my reporting, um, sources said it would be around $7.99, but a meta spokesperson said, and this is in the story, that it would be significantly higher than that.
that's quite an ambitious timeline because they want to essentially release a sort of high-end product followed by a more accessible, um, lower cost product and so on and so forth, and get into that cadence of regular releases in the same way that say an Apple does with its phones.
Meta actually now plans to double that number. She's doubling the scoop and release four headsets by 2024.
I think Zuckerberg's decision-making is horrible. And he made decisions to grow the business.
its ability to, uh, really handle disinformation, election fraud, all of these things was clearly suboptimal and bad.
Cheryl is an extraordinary executive who helped build Google's ad business and then built Facebook's. And those are the number one and the number two.
Meta Chief Operating Officer Sheryl Sandberg, she the architect of the business model and all of the good and ill that that brought is leaving the company in the fall.
telling this like crazy story about a thing that's 10 years away hold on hold on is there anything that doesn't suggest they're going to make continue to make money some would argue that that is actually the fundamental problem with facebook why they have to talk about the metaverse because tick tock has proved to be such a formidable competitor and it's taking ad dollars away that yes it makes so much money and it will for the kind of foreseeable future but if we're entering a recession and ad
makes a lot of money and then meta is out here and facebook remains a money printing machine what are its margins like 90 great point makes so much money and there's nothing there's nothing that suggests that they will not continue to make that amount of money but they're out here
it is executed properly by meta it's five to ten years out right like the the idea of completing this vision in under a decade is unlikely
can you say that about facebook i mean they tried right to make a phone not really are they they haven't made their own chips in the way that apple has so there's just no vertical integration there they have to look to something completely new and grow this vision of a metaverse which by the
both the people one vc one wall street analyst on our show both of them said value stock it isn't that such an indignity for facebook or meta now when they're trying to build the next generation of technology um and they feel that they have to talk about it so much yet the venture capital community and wall street are both saying no this is a value stock it's not going fast enough the valuation is down it's not going to grow
when I see this blatant behavior over and over, it makes me wonder if one of the core tests of a monopoly is how much blatant copying and tying together, integrating a company does. This was, and is again, Microsoft playbook also appears to be Facebook core playbook. Also a second test might be in quotes. How do they behave in partner meetings? Over the years, I have found monopolist browbeat partners and suggest deal terms.
I was just thinking like, what if they forced Facebook to make the stickers and the widgets open, or they forced them to say, if I have an Instagram account, this would be killer.
Sheryl Sandberg left Facebook. I think maybe that's part of it. Don't want to deal with this regulation coming.
you buy it you're like oh my this is incredible and then it's goodbye this thing is sitting in the garage
i just have zero interest in doing anything in the metaverse and nobody i know does
I detest Zuckerberg's behavior and everything he stands for. And I find myself supporting him in this regard.
if we ban TikTok, one, we'll be doing it at the behest of Mark Zuckerberg, and I do have a problem with that.
the pivot to reels is going slowly.
it's a long game and TikTok might get banned. And every time that Meta has introduced something that sure, it's got slow growth at first, because it's like a clunky rollout and it's a knockoff. But eventually, if the clunky knockoff is built into your default app, or it's the only one because they successfully lobbied the government to get TikTok banned.
Only 20% of Meta's 11 million us creators post reels at all. And a third of the reels videos that are created were created on another platform first. And that platform is usually TikTok.
which sounds like a lot until I tell you that users cumulatively spend 197 million hours a day watching TikTok.
Some internal meta documents were leaked to the Wall Street Journal. And they showed that Instagram's efforts to mimic TikTok with its reels push, pushing everything to reels so much so that even the Kardashians got mad about it isn't even working.
So Zuck's layoffs are coming.
this is just destroying morale internally. And you got to think at Facebook, your options are worth what are we at half now, what they were last year, maybe less. And so your options are worth nothing. You're constantly under threat that you're going to be laid off. It's like living on the dread pirate Robert ship, like I'll most likely kill you in the morning. You're not doing your best work. It's amazing that they managed to put out the like the auto generate the unicorns thing because you got
the real test was going to be, will it be an absolute bloodbath in the ad market at Google and Facebook? And it seems that in fact, yeah, perhaps it could be
meta has announced evidently a hiring freeze warning, but is warning now of a restructure.
there's so much ill will, okay, so much ill will toward meta that the responses are basically just like, no, thank you. Of course. And so you wonder, like, are they going to build this magical universe and no one's going to come?
And this is why he does not care if you make fun of his big doe princess eyes in version one of the metaverse. And, you know, the fact that there aren't legs now, and that the animation is kind of janky, like he and all of these other scientists who are building the thing that you're talking about, which is so is exactly what's going to happen. Yeah, don't care what it looks like. Now that is meaningless to them.
And the top individual at the Facebook AI is leaving to go run this foundation. So it's kind of interesting what's going on over there.
They just spun out this thing called PyTorch, which is like a Python framework for artificial intelligence that I think was built inside of meta, but they just gave it to the Linux foundation.
These people are really building the future over there.
it seems like meta is hiring a lot of people, a lot of PhDs.
And so heavily investing in this.
it turns out meta, FKA, Facebook, really don't like this, but meta's got some dope stuff going on with regard to AI.
Those are some similar looking horns. And again, they, they look like they're perfectly in sync. So this is something the algorithms got to put a little variability into it.
a movie. It's like, what do you even say when that's the headline? Like we have arrived in the future. And it is exactly as banana pants as you thought it was gonna be.
specifically even from a public shareholder perspective because if that's all you see is him just only caring about this instead of the money printing machine pretty soon you're like
facebook has a narrative problem the best thing they could do is get him the hell away from this totally put somebody else trying to make him the steve jobs of it because he's not
I think that like this is I think so too. I don't think this letter gets him anywhere
Which is why you know brad is, you know, I guess probably at his wits end I think you know the next thing is he just he should just take the loss and sell his shares
You know, what's bonkers about this is that we're actually talking about alphabet like we're being snotty here But it is relevant in this case that we're talking about alphabet because alphabet makes hardware Alphabet has multiple divisions alphabet has exactly x and way mo underneath it And is still spending less on capex They've controlled that They have controlled that and meta. I mean, that's where you do really see I think we're talking ourselves out of your day trade by the way because thi
So they're I mean, I this would be as if google if this if google's making 2x more that means google would be spending like 15 billion on capex if these ratios were the same, but they're not in other words, they're more efficient
I do think directionally i've heard the same thing from my startups Uh, and so field report is startups who were spending hundreds of thousands millions of dollars a month on facebook and instagram To sell apps to sell software are telling me it's not worth it It's not working anymore d2c companies started telling me last year Now this is all because of the tracking that you can no longer do on phones because apple, you know gave that headwind Uh to the industry and said, you know what you can't
You have to invest in the future planet. It's a virtual thing a whole new entire world Universe even it costs money you have to and you have to spend money to make money Don't you in a long term, you know like i'm just saying I think I could imagine the argument even though
investment in VR, you know, you'd be concerned now I can see this too is if you as a shareholder want to bet on the future and you believe vr and ar Is the next mobile then facebook Is doing something crazy? And they're not operating this business for efficiency. They're operating it for the future The promise of vr is more important than the profitability of today So buy the shares if you believe in that vision if you are a cutthroat shareholder and you only want the shares to go up in value Th
In other words for every dollar google spends they make more than three for every dollar Facebook is making they're making it spends they're making two that you know And so that's just where you're seeing the it's a operational efficiency now
One more dollar in advertising revenue. You shouldn't see a full dollar in expense. You might see 10 cents or five cents But you shouldn't see like a full dollar because you're giving something that's digital Right, it's I mean sure you need more servers, but you don't need An exact amount to the revenue now with something like
If you look at this chart, you'll see metas revenue versus total operating expenses and You know in a tech company these things your operating expense should not grow in parallel with your revenue In other words, like it's it's a fixed cost business in some ways, right? You should
Than a company that does not have financial discipline. We better own apple better own tesla better own uber better own microsoft
the fact that it's public... it signals to me frustration that the message was delivered at the clan bank, the message wasn't taken, it was ignored
it's a lot of capex and it's probably largely unnecessary... maybe it's unnecessary to do that... it would be better to take that money and maybe buy back your stock or give a dividend or just have more money and more profits which would then make it more attractive to buy the stock
We believe in this team... We know meta has more reach more relevance and more incredible opportunities for growth than almost any platform on the planet
Meta has drifted into the land of excess too many people too many ideas too little urgency... This lack of focus and fitness is obscured when growth is easy but deadly when growth slows and technology changes
zuckerberg has these super shares like he his zuckerberg's like great great great grandchildren are gonna control this company based on The way he structured the way he talks about it
meta's pe ratio has fallen from 23x to 12x
An open letter published to mark zuckerberg and the meta board urging them to tighten their belt and sharpen their investment focus The plan would 2x annual free cash flow to 40 billion dollars double down on ai But put a cap on metaverse related investments.
what are all these human beings doing at these companies it doesn't make any sense they're fixed cost businesses you know they should be milking these things but i guess they have so much profits and so much cash they're going to thumb their nose at wall street let their stocks tank maybe start
yeah okay you feel the same way sunny i kind of i'm in agreement with vinnie i think apple's gonna run away i think they they have they have a shot
facebook can't even if facebook built the exact same glasses okay they don't have direct you know deep sdk and api access to the chipset that's sitting in the apple device they don't own the device they cannot optimize and improve it sunny you know sunny's a electrical engineer you can tell you that better than anyone like unless you actually have you know even from a security perspective the secure enclaves that's going to sit inside the iphone like apple can just say facebook sorry you can't h
the capex for facebook slash meta is you know the the same essentially as google's with so much more revenue and then if you were to look at uh actually what happened this quarter google's capex in q3 was 7.2 billion it was less than facebook's um but its revenue is 2.5 times meta's capex is blowing out and this includes like finance leases hardware all the stuff they're investing in 9.5 billion oh my lord it's going up capex just keeps going up on this business so there's he's spending like a d
a large portion of the compensation for facebook employees since the inception of the company has been based on stock options and stock options work great in an up market because hey you know here's a hundred thousand dollars of the stock next year will be worth 120 you have to be worth 150 you price it in you stay you get refreshes etc you can keep issuing stock options all day long when it goes up but when it goes down nobody wants options
for facebook them they're going to be basically flattered down because of apple and all the other pressures that they have in the market they can't grow that base secondly the active user expansion is happening in markets with low um revenue per user okay because those you know it's emerging markets etc the ad revenues are lower so they're gonna they're gonna struggle on the margin side and they're gonna struggle to grow that because they've saturated most of the the western world and the high a
vr is is at least a decade out from having any meaningful user base so this is not coming soon
the revenue i just reported uh down four percent year over year so they have 27.7 billion in revenue they went down year over year four percent and they're down three percent quarter over quarter and um last quarter meta reported negative revenue growth for the first time net income is about 4.4 billion this is down 52 percent year over year down 32 percent quarter over quarter total user growth um was around four percent year over year so the user base is is growing slowly but they have reached
i think it all starts and it stems from apple and their control on the ecosystem and the changes that they're making so i don't think advertising is dead i think advertising will continue it's like a fundamental you know business model of just humans it's been around print to tv to radio to television to internet i don't think it goes away i actually think this is a lot more about controlling the end-to-end platform so i think this is stemming from never doing a phone and a platform and vr ar wa
they can't buy more companies because the regulator is just not going to let them happen they can't expand through acquisition we know this so they're kind of stuck from that front that the advertising business model is going down so they're not going to be able to monetize that the commerce business model isn't as big as what they were making advertised in terms of margins it's a lot tighter margin business and there's a lot more you know it's a different business and they can grow the marketpl
the era of web 2 personalized ads is dying it's on the way down we hit peak a while if you know maybe a year or two ago or whatever and now it's going down and so we either you know it's adapt or die and so they have to reinvent their business... okay let's be frank he should rebranded but you can imagine how long it's going to take for them to undo what they've just done
they've been a great platform company... but what's happening right now is the investment they're making in terms of they're sort of trying to compete with the ecosystem which they should allow they should support... i thought it was a great note but it's always challenging when the company is really heads down in the direction that they are... they're doubling down
you can get muni bonds that are tax-free four or five percent right now and uh yeah it's guaranteed
why put your money here when you can put it into apple amazon or google other companies that seem to be taking things more seriously
meta's revenue growth has stalled its capex has skyrocketed skyrocketed and free cash flow how much cash this thing's throwing off has fallen 98 year over year
so all you have to do if you're zuck if you want the stock to go back up to two or three hundred is to cut 20 of the employees not a big deal to be honest the company probably function better cut the uh amount of spend by 20 30 40 50 on the vr meta and then get cheryl sandberg to come back and be ceo of the facebook collection of assets
if you looked at facebook if you looked at instagram they did some very interesting commerce experiments one of the commerce experiments was facebook marketplace if you're hearing my voice you probably know somebody in your family probably a boomer maybe a gen xer uh maybe not somebody living in a in a city but maybe uh they're living in a major city on the coast who love love uh facebook marketplace it's kind of like craigslist and ebay and people really use it instagram started dabbling into c
i actually think this is a uh really really bad idea to bet the farm on virtual reality i don't think it's a bad idea to have a virtual reality department but to bet the farm is not a good idea
antonio tweets met his business has been kneecapped by apple he's referring to the fact that you can't target ads by phone anymore i used to be able to do that anonymously so if you were using different apps you know fitness apps i could um market to you calm or uh some fitness program a peloton etc second point antonio makes growth has stopped in favor of rivals like tick tock okay yeah that's true and it's too late to build a phone he's referring to the project chamoff polyhapitiya a bestie of
zuckerberg is not a good steward for society or for his shareholders and now the chickens have come home to roost people are giving up on the stock and that is going to be perhaps uh it seems based on people's bet betting here and when people have skin in the game and they bet you kind of get to reality a little bit quicker and now that there are other options and the economy has corrected and there's no free cash because the fed has raised interest rates i think this is the beginning of the end
i do think ar glasses very distinctly different ... i don't think facebook's going to be the company that wins it i think apple actually is going to win that
the vr headsets are not one and i don't think there'll be one ever
nobody's using this stuff and when i say nobody's using it the employees at facebook have been admonished in in memos and online forums it's come out they're like hey please use this this product if you're not dog fooding your own product
so he keeps hiring people but why would somebody work at a company that is in this amount of disarray
we've never seen anything like this in the tech industry
the market cap is 264 billion it's down 71 year to date 76 off its high of 1 trillion in september of 2021
head count up 28 percent year over year and that is extraordinary 87 000 people
reality labs had a 3.6 billion operating loss in q3 and meta said it anticipates significantly growing losses next year
meta's q3 ... capex ... it was 9.5 billion which is the highest ever
zuckerberg is man a disaster there's no easy way to put it
i'm saying this founder is going to take the medicine i believe zuck has so much pride and wants to win so badly that this this moment in time going from 360 a share to 90 a share looking like a fool having everybody in the world criticize you everybody in the world give up on you i think that is going to make suck not break suck and i think the first piece of medicine is doing what he's never had to do which is to say i was wrong ... so there's my thing was a four-part plan a significant riff w
well i don't even know if it's a broad-based us recession but it's a tech recession yeah i mean in tech this is uh a crash let's be honest this is crash like behaviors beyond a recession
it's getting to the point where i don't think we can safely say there's going to be a soft landing for everybody who has laid off from tech clearly because also they're not all engineers right it's sales and marketing people and brand people and it's i think this is the this is the official sign that we are headed into some tough times in the industry
these meta layoffs uh like we said are expected wednesday i think they are expected to be huge like way way more than twitter or any of the other big layoffs
we said on this show last week that once we saw big layoffs start to happen at alphabet or meta google or facebook that that would mean we'd really hit an inflection point and it seems like we're there
according to the wall street journal meta the company is planning quote large-scale layoffs this week that could impact thousands of employees as of september 30th meta had over 87 000 employees which was up 28 year over year over q3 2021 so massive hiring boom has happened at meta
the margins were insane facebook like this is why the stock was so high in the first place is that facebook and instagram throw off profit like crazy and the only reason they don't now yeah is because of the huge increase in spending 15 billion dollars i will remind you on reality labs
he is going to continue to plow money into the metaverse and reality labs and i i see no sign that he has been humbled in any way
it's pretty clear to me that when the stock dipped below a hundred dollars that zuckerberg was going to do something i i didn't think he would be able to maintain his team and the enthusiasm of the team if that stock kept going down and i think that is what shook up his reality is that the people around
the stock market has said we're not interested in companies with declining earnings profits so you gotta if you can't make the money you said you're gonna make the top line you're gonna have to cut the bottom line
so it seems as if you know the two divisions if you will the two companies within a company are being impacted relatively equally
in no way does this letter signal any shift in direction for the company right like he talks about how they're going to spend less but also quite specifically says fundamentally we're making these changes for two reasons our revenue outlook is lower than we expected at the beginning of the year and we want to make sure we're operating efficiently across both family of apps and reality labs
oh my god money's free let's invent the metaverse
on the bottom of the list um listen i would put i hate to say it because i'll be candid i i love both of these companies i'm going to stick with the big companies uh to start and i would say uh you know google and facebook
they made a cut um and what i would say is i do think it's worth noting though what you just said though it's not as reductive as get rid of 6 000 of your 8 000 people it's get rid of more than you think you need to get rid of but also focus right cut the side quests and i think today they announced what they had a 200 lift credit monthly credit for all their employees or something i saw on twitter that they killed that today
i basically said hey tighten your belt on people you'll get more innovative this is the misnomer it's not about cutting it's not about killing investment it's about getting more innovative more productive okay those two things coexist so it's get more focused on that get more productive number two focus on ai in fact maybe invest more in ai and then on this third thing if i were doing this i'd do what google did which is i would say long-term bet more uncertainty i'm going to put this in somethi
they're investing way more in ai than most people understand right the the magic of bite dance tick tock was that it was not a social network right they targeted my son to watch tick tock through ai and it worked so facebook has done a complete retooling over the last three years right has been one of the largest consumers of gpus right to really build an ai discovery engine okay the world doesn't even know that because they think that mark you know renamed the company you know meta and the only
this business can do 40 billion in free cash flow instead you're going to do 15 billion in free cash flow right because you're making these massive investments
at facebook i thought they had a particularly acute challenge but a particularly interesting opportunity the acute challenge was they had gone from 25 000 to 85 000 employees in just a few years and at the same time they were making a massive and uncertain long-term bet more sizable than any bet we've seen in silicon valley on oculus and reality labs where i said you've confused investors which is hurting the company
what i see happening in public companies we talked about meta or google or amazon etc what i see happening in venture and there's a big effect here since elon took over twitter this elon effect i mean he's revered by a lot of founders everybody can say whatever they want about his a style his approach um you know etc he's far from perfect he's the first to admit it but the courage in making that level of change and everybody said the lights would turn off at twitter right it wouldn't work anymor
this is a good transition to the conversation around austerity and meta we know that the top lines for all these companies for all the reasons you mentioned going to get a lot tougher right top line growth going to be hard consumers are going to be more precious and more thoughtful with their spending advertising has hit a major bump in the road companies are cutting advertising companies are cutting corporate spending and consumers are cutting spending all at the same time top line will slow
everybody was making fun of tech oh look tech's getting their comeuppance everybody's making cuts you did the you know hey it's time to get fit asking facebook to make cuts and they did whatever 60 30 60 days later now media is getting hit as predicted
you know if you're giving away 40 billion in rsu's the way facebook has over the course of the last six years right then then shareholders expect and should expect to earn some return
So that's funny because I was going to say that I think meta could end up being the bag secure as the recipient of the weakening of tick tock, this like deliberate campaigns ability to weaken tick tock. Right. So it's like almost the opposite. So even though I kind of don't think it's getting a band, I wouldn't put it past, you know, either like new rules or changes to the algorithm or forcing a sale in a way that, that people don't like, and I think that actually Instagram specifically could en
It's a good, well, it is a good, yeah, that was a good first step.
They have been incredible as a mememic machine. If they see some great innovation, they copy it, and they iterate on it better than the person who created it.
I do think there's more in AR than VR. I think there's clearly applications of AR that will resonate, whether they're industrial or consumer, but there are times and places for AR that will be real companies.
I think the fundamental innovation step, innovation DNA is not something Facebook has.
I do think Facebook's bet on Meta is insane. I think it's the wrong company with the wrong DNA, with the wrong founder, with the wrong vision, and the combination is really lethal. You should look at their stock price since they changed the name. It's a perfect proxy for where the company is going. Facebook's never been an innovative culture. A VR-ish headset is very innovative. Facebook's really good at executing consistently compounding advantages quantitatively, but disrupting through a new p
he's talking about reality labs and saying every week i see he said we've solved too many problems by adding headcount this is according to an internal memo obtained by the verge um but adding headcount also adds overhead and overhead makes everything slower every week i see documents with a hundred plus editors he wrote to the roughly 18 000 people in reality labs a meeting with 50 plus people that took a month to schedule sometimes there is even a pre-meeting with its own document i believe th
i do think efficiency in companies is becoming a major issue i saw in one of my group chats you know john carmack was leaving um meta we saw that in december and he kind of lit some things on fire on the way out but then boz uh who's the cto he had some choice words about how inefficient things are at meta now meta has been turning it around um in terms of layoffs and maybe cutting spending but i think it's worth looking at this as a in relation to the salesforce story which is corporate bloat a
I, I think the choice will be either stability chat GPT and, um, you know, Facebook and other Google, other places, if they want this technology, um, they will do partnerships with those companies or those companies will embed it in theirs.
There's an announcement that Meta and Shutterstock have partnered so that Meta can train its AI on Shutterstock's catalog of images.
Meta partnering with Shutterstock to train its AI
It's true. No, it's totally true. You know, they're, they're mercenaries. And I think, you know, they're so mercenary that I think creators realize it.
It's not in their DNA to share revenue or to care about other people, to say it bluntly.
I think you're right. They never really appreciated the creator class. If you look at what YouTube did, you know, a decade ago, they were investing in spaces for people to film stuff. They were trying to get people to do collaborations. They really, really worked on a playbook and they published their playbook. I think it's at youtube.com slash playbook of like, here's how to grow your audience. They sent people black. So if you ever watch a YouTube or they'll have plaques on their walls behind
Yeah, I'm going, or I'm going to YouTube, but more and more now you've got eyeballs and creators going to tick tock. So it's a double whammy for Meta.
Meta pays BuzzFeed millions of dollars a year to quote, bring more creators to its platforms.
They didn't build studios like Facebook did. They didn't have a program. So you'd get big on Instagram and then you would just have to rely on like merch to try to turn that into a living. And so they're finding that increasingly creators are like, okay, well, I'm going to TikTok.
he announced a 40 billion dollar share buyback incredible and he stopped talking about the metaverse for like five freaking minutes and boom
he turned that game around he turned that story right around he did the things that wall street wanted
i think looking at the newfound focus they are getting focused on the existing business cutting costs and leaning into ai and maybe cutting some of the costs associated with the metaverse and so great
i actually don't think the fundamentals have changed i don't think there is a lot of like sudden new austerity or a change in focus he's just playing the game better honestly he's playing for with wall street in mind right now
They've all been designed to addict. You put a like button.
in the case of Meta, for example, it has specifically been designed to addict.
Zuckerberg's never viewed Twitter as competition, really. They were kind of like, as he called it, the clown car that drove into a diamond mine, I think was his quote.
It's a new revenue stream. It'll make the service better.
I think what you see here is sort of a double experiment going on because we're at a time when Apple's privacy changes, we know have cost. Facebook have cost meta a lot of money. So there's probably an attempt going on here to recoup lost revenue as a result of these privacy changes. It's gotten a lot harder to reach customers. And there are questions about the efficacy of ads on the platform. So they're probably looking at the Twitter blue thing and going like, well, some number signed up. Mayb
Normally when Zuck copy copies a feature, it's because that feature is wildly successful, which so far does not seem to have been the case with Twitter blue in terms of adoption.
One is to take away ads if you're not, and being tracked, if you're not into it, and the other is to build up trust and ownership.
I had been talking about this for well over a decade that it would just be the right thing to do to have a subscription-based social network.
i don't think we're hiring people at facebook there'll be specific positions of course but it could be three four five years before they start hiring again
when you have so much money, what people were doing was they were getting office space, and employees, based on two years out, where did we think we're going to be in two years, and it, what happened was, there were people who were just at offices saying, I'm working on nothing, but I'm getting paid so much. And this is a money printing machine. What they didn't realize was, it was actually slowing them down. And they had managers managing managers.
it just stood to reason that an infinite scroll, right. Where I could entertain myself like television was going to work better on mobile than it did on desktop because I get up and leave my desk, but I don't leave my supercomputer.
the brilliance of Mark Zuckerberg is he's infinitely curious. He's mentally flexible. He's in the building. Larry and Sergey are not in the building. Mark is in the building. He cares deeply about the product.
the core business needed to get fit and focused that he should double down on AI and he should just quarantine invest 5 billion a year, which is still an insane amount of money on Metaverse instead of 15 or 20.
And yet staring them in the face was probably the biggest goldmine, the biggest opportunity that we've seen in our investment careers, which was AI.
At Meta that manifested itself in a 10 year project where they plan to spend more money than the U S government spent on the Apollo project that put Meta on the moon. And nobody really even understood exactly what it was, including Mark.
there was also a lot of dislocation around IDFA and a lot of things happening in the world that specifically were hurting meta.
Facebook went from 40,000 employees to 80,000 employees in two years... And everybody that we talked to said, it's slowed down. We're not releasing products. It's no fun to work there.
oh wow super powerful so image to audio audio to image text to image and audio yada yada yada
really interesting yeah um so if you go to text if you go to that top toolbar there's text to image and video so if you click on drums it just makes you both that is super compelling yeah yeah wow
this is from meta as they you know they've really turned it around i know j has been a good trade on j trading great trade for j trading.com yeah and so um so what what they've launched here is called image bind and what this is it's this interface between images and audio and audio and images um and so you know i can select an image here and what i'm selecting is for those listening is a picture of a dog and i'll play this and you'll hear sort of a dog barking um it can also go in the other dir
Facebook's work there in and around the open source is great because they're making these models available for everyone to use and pick them up working obviously very closely with hugging face. And so I think it's great, great for the ecosystem.
it's incredible like 38 year old founder who made a decision that had the mental flexibility he never had to talk with me his team never had to talk with me he didn't have to do any of these things he didn't have to double down on efficiency and ai like it's a little embarrassing to do that right you have to say well maybe this meta thing we need to make it a little smaller maybe we do need to double down on ai maybe we do that is the sign of greatness the refusal to talk to anybody who might ha
i've been so impressed watching what meta did
I said whoa if zuckerberg doesn't like to lose he's only won his whole life well it brad thinks that he can do this i'll just buy some shares that was at 91 a share or something and that one turned out to be exceptionally exceptionally correct again a non-consensus thought silicon valley could do more with less when we just lived in a culture of just keep spending it all works out in the end
Meta is going to start blocking news on Facebook and Instagram in Canada because the country is adopting its own version of Australia's news law. ... So Meta use it, you know, they don't really need the news all that much. And they've confirmed they're going to remove news content from Facebook and Instagram for all Canadian users.
and that's exactly what meta did they said let's not spend as much on these you know crazy headsets and let's just get rid of 10 20 000 people
He has to own 5% of it. He might own as much as 15% of it. Um, but let's just say like Larry and Sergey, he wound up with 10%.
this is $143 billion company.
So Daniel Ek, if you look back on it, he, he, he basically reinvented two industries. Podcasting also changed. If it wasn't for Spotify doing these huge money deals, uh, with Joe Rogan, Bill Simmons, buying up all this stuff, they really did popularize and maybe, you know, accelerate the podcasting space by 30%, 40%, perhaps I would say something there and the music industry, they completely revolutionized. Yeah. So what an incredible run to impact two huge industries like that.
Well, let's pull up Spotify stock chart just while I collect my thoughts here and take a look at the, you know, max chart here. Um, this has been an incredibly successful company. Um, but you know, it took a long time.
And people are very, very unhappy. Lon, why are they unhappy?
the reputation of OpenAI is to create industry-leading stuff. So if Facebook releases something, it's typically not innovative. It's typically copied from somebody else. When OpenAI releases something, you're going to assume, oh, this is the best-of-breed product.
Well, I think maybe the success of the first Sora makes a built-in audience for the second, and Vibes is a first-time product. That would be, I think, why people really want to see the sequel to Terminator versus whatever the new film is, because they fell in love with the first one.
OpenAI, of course, is the American foundation AI model company. They released Sora a couple years ago, a video generation model, Jason, that had a lot of hype behind it but didn't quite meet expectations. Sora 2, they say, is much, much, much better. And they're baking it into a new social app called Sora, which you can download over on iOS.
I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, to get on this,
Yes, up here at the top. Not really a big category for them, so Goldman's probably safe in the short term.
on the screen right now, I have a chart that shows new clients by generation over at Wealthfront going from 21 through 25, and there is a steady increase in the number of Gen Z customers that are signing up.
And this company's been around for a while, over 10 years, certainly. Fintech's a great category. We've done very well for it, you know, as an investor. So in our firm, Robinhood, Wealthfront, two great positions for us.
So what I find very interesting about Wealthfront is that it's a very good company. It's profitable and it's growing. And there's much to like here, but it is sensitive to interest rates. And so if we do see interest rates decline in the U.S. over the next, I'd be picking number of quarters, three, four, five, it could dramatically harm the company's ability to grow. So keep in mind that the bits business is good, but the cash management business is better.
That's why I think these companies are doing so well is because there's just a generational shift. Most people don't want to use these old banks. They want to use the new banks. Most people don't want to use the last paradigm. They want to use the new paradigm. The interfaces on these are incredible.
It's kind of the opposite of Robinhood, where people are day trading and doing, like, individual stuff. This is for people who, like, don't even want to look at it.
They also do things like tax loss harvesting, which rich people have access to, but poor people don't. What does that mean? They look at your portfolio. They individually trade stocks. If you lost a bunch of money on your Intel and made a bunch of money on your NVIDIA, you could sell the Intel to get a loss to offset the gain, right? As you move your portfolio around. And they do that for you all the time.
It's really a great way to build an optimized portfolio and pay the most reasonable fees you could ever do. I think they charge 50 bps, 25 bps. It's something ridiculous. It's 25? ... So, you know, if you have a money manager, it's typically 1 to 1.5. Now, that doesn't seem like a lot. But if your returns are 4% a year after taxes and you're paying 1.5 to your money manager, guess what? Now you're, you know, giving a third of your profits every year to your money manager.
I became a shareholder. Man, maybe in year one or two, I've gotten all my family on Wealthfront.
I'm a shareholder. Andy Ratcliffe has been on this program no less than five times.
Wealthfront is going public. Now, Wealthfront is a robo-advisor, very popular and well-known in the pre-ZERP era. Quieter since then, lots of venture capital backing. And the company's S1 filing shows a company that's growing quickly and has quite a lot of profitability and is finding a foothold in the Gen Z market.
All right. So after the White House demanded that Apple take down the ice block application, which tracked the location of ice agents in and around the country, Apple complied with AG Bondi's request.
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam. It's just the demand is too high for these shares. If I was an employee, I would sell every share I have. I l
which people are taking to indicate that they're big believers in the company.
Not a demand issue, a supply issue. Employees in the company didn't put up as many shares as they could have in this tender offer,
This is a secondary offering, folks, so it's employees selling their shares. But what was interesting, Jason, is that there was a total of $10.3 billion in authorized sales, but only $6.6 billion traded hands.
it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.
But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have, yeah, if they had 400, they would have 1.25. So now you've got 400 engineers working on something, and the engineers are getting paid 500K, and they're each generating 1.25 million. It's like, this could be too profitable, right? You're not ambitious enough. Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an a
that they no longer had the ability to pass on the tag, you know, like search results equal 100. And that tag is how people who were doing SEO and how people were doing scraping and any kind of, you know, understanding how Google ranks things, they would load that page one time. Now you have to hit next, next, next, next. You got a low 10 pages, you know, and so you can no longer hit their API and get a hundred pages. That's significant. So a bunch of websites like Reddit, I think Reddit, you ca
So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time.
So getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them. The other thing that's interesting is these browsers are a backdoor for training data. If Reddit and Hacker News and Tech Meme do not allow an LLM to scrape their content, right, or to otherwise produce it, well, I'm running a tool on my computer and I'm scraping the website. I'm opening the
I think every LLM will have a browser to do this.
seems acceptable i'll be totally honest like really you were okay yeah i was basing my once every six months across all clouds so it seems like they're having you know a major network outage every two years at amazon that to me seems acceptable i'll be totally honest like really you were okay yeah only because we're building this infrastructure out at such a significant pace and utilization is going up and we're still trying to keep up with uh to our first story the ai bubble all of this infrast
and um yeah there are websites that track uptime yeah yeah and you thought here's the thing this could show up in amazon's earnings uh so we'll see uh keep a note make a note of that alex when we cover amazon's next earnings they sometimes will have to give a credit to all those people for downtime they get a penalty basically built into their contract so i wonder if we'll see amazon stock get hit today or you know this week that they people think oh they're going to lose one percent of their re
across multiple instances and then use you know essentially a smart router to send half the traffic to aws and a quarter of it to azure but this is infrastructure cost and it slows down your production to build this kind of resiliency into your systems but yeah it's a good warning for everybody and also warning for people to understand that um projects that seem like they're decentralized typically have a single point of failure so as much as people want to believe that things are decentralized
this happens to every provider every couple of years which means we experience these type of outages on average every six months right now usually they're corrected so quickly that they fade from memory this one seems to have hit a decent swath of important services when your finances are on robinhood coinbase and venmo and all three services don't work that's a reminder maybe i should have multiple bank accounts so this morning venmo didn't work for me i was sending a birthday present uh to a f
aws went down and it's still going down jason a really big problem in the u.s east one region of the cloud giant this brought down companies including coinbase and robinhood snap banks in the uk and also signal quite a mess to wake up to on a monday morning however things have gotten a little bit better so it's not a snow day here in tech
right so 14 to one going backwards is um yeah that's pretty crazy um um and you could see somebody like core weave say hey we're going to take a pause
the current price sales ratio for our friends over at core weave it's 14.81 on a trailing basis
the price earnings ratio is uh n a because it doesn't make money
one of these data center projects will go belly up or one of these data center projects will um have their valuation just get walloped so there are you know like there's a core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um uh capacity and they're building a bunch of projects there might come a point where they say you know what we have to pay back and we've got loans and we've got payments to make we're going to pause those two places where we broke
if you look at Sam Altman's strategy in just the last three to six months it's raise money from everyone for everything that would be a sign that we could be his his strategic approach the last six months is a sign that a bubble is building when you say i want to deploy one trillion dollars in infrastructure and then you do a deal with AMD with Nvidia and and did they do another one with another chip company yeah broad called with brockham so that those three to me with the round tripping nature
if you have open ai with 10 13 whatever it is
they found open ai's one trillion dollars spend coming to be a little bit incredible compared to its revenue
So, you can look at those two, and you can see that they have discipline.
Sequoia Capital, probably the single most famous venture capital firm of all time, has raised a couple of new funds. A $750 million fund aimed at Series A focused firms, and another $200 million fund for seed, pre-seed investments, the earliest stuff they do.
Nvidia, which is kind of betting on all of them and commodifying it.
I think what's going to happen very soon is we're going to see the commodification of self-driving software, and it's going to be built into the NVIDIA hardware stack and built into every car.
the giant Uber network, which is betting on all of them.
Uber has a lot of cars on the road too.
Uber teams up with NVIDIA to accelerate autonomous mobility.
NVIDIA and Uber have revealed a little bit more of what they've been working on together. They're taking all the Uber ride data. They're giving it to NVIDIA as part of this partnership to be part of their Thor stack.
Wabi, a company that I had totally forgotten about, but it's working with Uber on self-driving semis, is also working on a thing called Wabi World, which is a closed loop internal simulator. It's powered by generative AI.
Wave is probably under-reported on. They have tests going on in UK, which is where I think they're based.
Wave, W-A-Y-V-E. We talked about them on the show a couple of times. They just raised a few billion dollars.
Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.
Tesla's going to get there. It's obvious.
They said they believe FSD has been solved.
But now I'm getting through work so quickly. So this is inducing a massive amount of extra activity on Google services. Then you start using Google Docs and you see the AI assistant or Excel and the AI assistant will do the formula for you. That's going to make you use these products more.
Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, they're going to get killed. So last year, search was going to get killed. As I said on this program and the other program, my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. And if the answers are better and you solve problems quicker, you still have a cert
Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analysts, so you're not going to hire 600 people. What happens to the 1.4 million people who work here? You employ 1% of the country works at Amazon. And they're not growing anymore. They're not going to grow that staff anymore.
And all these companies have been pouring tens of billions of dollars into AI infrastructure. And as of the end of last quarter, they were saying, we are so compute constrained. It's so tough out here for us to get enough GPUs. And so everyone is buying into the AI boom because there's still needed capacity. And that implies demand. It's going to be good for NVIDIA, good for OpenAI, good for everybody.
Some of the greats, you can do interactive stuff. Go check out Tonebase. It's a really great company.
ToneBass, which is our how to learn classical music, an investment we made. Great company. They're just crushing it.
we don't have to convince you as much to try them because you buy one you kind of get a taste of all of them and it eases the ability for people to get to a multi-product state
the principle of it is to allow the products to spread and try to make sure that if you're a super fan of one of the products you can easily get access to the others as well
you'll definitely save money
the predominant motion for us will be actually partnership
it was so important to own coda and so important to own superhuman mail is that they're the surfaces you actually work in
it also means we're a platform so there was a number of companies that we want to bring on this platform and the de facto case is going to be we work with you as partners
applications i think is very unique to our approach and i to be honest i don't think there's a lot of players in the market that are doing anything close to that no it's kind of operating system level
what do people really love about grammarly it's that it works everywhere and we work in a million unique applications that's every web app every desktop app every mobile app you know many people know us from our chrome extension but we actually work in everything we'll work in you know word and slack and we'll work on like you said uh on the keyboard we can work
the thing i love about grammarly is that it persistently follows me around my desktop it's on my keyboard on my phone and it feels like it's starting to learn and become a little more personalized
yeah that seems really wise to me
we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there's a great set of first-party agents from us we're opening up the platform so many other people can do it today uh about a dozen other partners also launched their agents with us uh some really exciting ones in that set and we're enabling customers to build their own
the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all of a sudden we can do that with a much broader set of use cases
go uh it's launching today you can go give it a try it's our new ai assistant product it's a platform that brings your network of proactive and personal ai assistants directly embedded into your work and the way to think about this is it really is taking the core technology layer of grammarly pulling it out as a platform for all agents
we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into super humans better versions of themselves
we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that make people more human everybody else is trying to get ai to replace humans we're going the other way around
i'm huge fans of grammarly and was the first investor along with darmesh
superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we pay for
you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly
the company name we're changing from grammarly to superhuman
we're launching uh three big things today we're launching a new company name we're launching a new product uh we call superhuman go and we're launching the new suite
that's the equivalent of 37 signals they're they're chanel in this equation they're not grinding it out versus 20 competitors who are going to eat their lunch
the context is highly profitable company extremely stable revenue no investors two owners they can do what they want and they can pursue whatever they want
if you're at 37 signals they took a similar approach hey if you want to be here you're here to make great productivity software full stop and that's it and then here's an incredible pay package
when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who was a their only investor uh back in the day they can build the world they want to live in
so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it is um pretty reliable uh that those revenue streams people
they're chanel in this equation they're not grinding it out versus 20 competitors who are going to eat their lunch
the context is highly profitable company extremely stable revenue no investors two owners they can do whatever they want and they can pursue whatever they want
who use base cam they just love it they're never going to stop using it okay period false so when
so they are a highly profitable uh software company that has existed for a long time with a loyal user base and it is um pretty reliable uh that those revenue streams people
the best one we found so far is the llama, uh, the seven B model.
understating depreciation by extending useful life of assets artificially boosts earnings, one of the more common frauds of the modern era. ... massively ramping capex through purchase of Nvidia chips and servers on a two to three year product cycle should not result in the extension of useful lives of compute equipment. Yet this is exactly what all the hyperscalers have done. By my estimates, they will understate depreciation by 176 billion between 2026 and 2028. By 2028, Oracle will overstate
I think for the Meta thing over the summer, it certainly skews how everybody thinks about compensation. And even if you're not directly thinking about going to work for Meta, it certainly gets everybody's head in a totally different ballpark for what normal compensation looks like. And so certainly if you don't have that kind of money, you know, we're a small company, we're 120 people, it makes recruiting a little bit harder.
But whatever's happened at Meta has metastasized to the point where Zuckerberg does not have anybody around him telling them when they're doing stupid s***. This is a dangerous place for somebody with that much power to have.
There is something very notable here that Zuckerberg was able to extract this company and get them into the democracy bucket.
Meta took it off the chessboard, $2.5 billion inclusive of a $500 million employee retention pool, if you will.
I think now that they've been acquired by Meta, it's much more likely that they're going to be able to service both parts of that market.
OpenClaw is obviously much more configurable now because it's not fully cloud-based, but I think that's Meta's plan with it.
Smart glasses are trying to solve a real problem, right? They're trying to give AI the ability to see what you see. But I think when Google Glass came out like over a decade ago, they really hit a cultural wall. People really don't want to wear a camera on their face, but we want to put that same visual AI into the device over a billion people wear every day already.
There's also the, like in Meta's case, it's just like Oracle a month or two ago. They're doing the AI layoffs, not because like, oh, these AI tools, we don't need all these people. They have to pay for the AI infrastructure investments they're making and they're doing that. But Meta said that almost, I have it here in the docket because I thought it was so interesting. Yeah. Chief People Officer Janelle Gale, here's her quote from the memo. We're doing this as part of our continued effort to run
Zuckerberg has decided I'd rather have more machines than people. We're going into a doomsday scenario because of AI.
we're seeing all the major companies build their own chips, uh, talking about, you know, the latest TPU generation from Google, Tranium and Inferentium or whatever from Amazon, uh, Meta wants to do chips, OpenAI wants to do chips, uh, Etched, and a lot of other startups are doing ASICs and so forth.
meta has an ad library and here's interval and here's their ads so anybody can do competitive intelligence on other people's ads
so ads really ironed that out for us um and the cost per trial start for us currently is about 12 um on meta
the 47 and a half percent number looks completely insane on paper it is objectively very high
I mean, I thought that was like probably the best part of the interview that came out of the interview because Facebook has a hiring freeze.
it's a boondoggle get it together guys it's ar it's all ar it's those um you know ray-band uh glasses they created what are they called again the um i forget the name of them but they look like ray-bans and they had the little camera in them and so you know actually looking at what consumers want to do take pictures of their kids feed their social media like that is the killer um use case for glasses right now and playing video games is not the killer use case and those glasses are becoming obta
according to business insiders they got a a internal memo from meta and andrew bosworth their cto said that uh the reality labs team quote beat nearly all of last year's aggressive sales and user goals growing rl sales over 40 year over year quote we are seeing massive sales growth in wearables and the quest brand has never been stronger
yeah i mean this is exactly what shoots and targon do right so they take these open source models and stand them up and make them available for quite a bit less than you can get on aws
the big loser here mark might be open ai what if this is available for less than open ai charges for their compute
this could be the start of them creating an aws competitor that's actually the real news here is this could be their wedge now they have a great excuse mark i think it's just say well we we want to have the freshest best version of llama available because we want the project to win maybe they offer it at a discount maybe they offer it as a loss they could price dump this
i doubt they can actually take more of a loss here
the information reported that meta had actually reached out to alphabet and microsoft should i get them to subsidize the money they were putting into llama
i think it just goes to show that one meta needs an ai business model jason but also too that it's not all going to pool in nvidia's pockets long term
i wonder if google and meta have a huge advantage in that they could start deploying hardware at a scale that the others cannot
okay this puts them at a significant long-term advantage meta and google can build infrastructure at a pace that the other four um have to go raise money for
just take those six look at those six of those six which ones have money printing machines which ones have money printing machines profitable machines earnings machines well gemini google correct and meta
when companies like Facebook really do this, and you know, like, if you think about it one way, the financial markets have always had this thing that we have called a fed put, what does that mean? A put is essentially the right to sell something. And what market participants have always known for the last decade is that if things got very hairy, if there was uncertainty in the market, the Federal Reserve would, and they have consistently stepped in to create a buyer of last resort. And so it alw
Well, it definitely is the end of an era. I think it is sort of like the, the end of this phase of big tech, where you had this, you know, unfettered growth, where these business models were largely unassailable, and they, you know, we're really just fighting to grow into their valuation and generate more revenue to justify where they, where they traded at. And now it's this next phase where they have to operate more like a cash cow business. And so, you know, it's an acknowledgement that the gr
I was trying to build the growth team. This is the team that became very famous for getting to a billion users and, you know, building a lot of these algorithmic insights.
if you haven't also seen meta announced a text video generator. So this is even more impressive than Dolly Dolly, you put in a couple of words, Friedberg, and you get a painting or whatever. This is put in a couple of words and you get a short video. So they had one of a teddy bear painting a teddy bear. So it looks like you're going to be able to essentially create a whole movie by just talking to a computer. Really impressive.
i think they're doing all the right things below the line but there's this one major big red flag above the line that has to be probably better explained by them if they want to have long-term shareholders ... the problem is that this above the line thing though has become so big it could sink the business you know it's very very hard to see an investment case for a quarter of a trillion dollars of money in the door before you really start to see something magical
if you look at the light purple bar facebook in the last two years have spent 25 billion dollars on reality dabs and they said that they're going to spend you know meaningfully more in 2023 and then sustain that investment for a while so if you do a little bit of math if they spent you know they spend around 4 billion a quarter right now so 16 billion a year that'll go to 25 billion in 2023 and then they'll sustain that what that means is that over this you know 12 or 13 year life of reality lab
facebook's stock have reacted in the same way and for a very long time it actually looked like it was right until about september 21 and then obviously this thing fell off a cliff and the reason why it started to fall off a cliff was somebody started to notice that hold on a second even though you're buying back all these shares the bottom of the funnel right you're leaking all of these shares to all of these new employees why are you hiring so many people and this is when people started to unco
they've spent 396 billion dollars since 2016 to buy back stock in the same time facebook has spent almost 100 billion
she fought this knock down drag out case against meta for them buying a few million dollar like vr exercising app like it was the end of days
as a standalone product I tend to think it's DOA for the most part unless again it invents something totally new that we're missing
zuck this morning announced 30 million downloads of the app overnight
I'm really glad Meta's doing it. And others are trying to do it.
So they're acting pretty aggressively. I think even yesterday there was a leak of something where Meta's trying to really superpower LLAMA 2 and then create some high-performance cloud that they effectively want to give away. We talked about this a little bit on the pod, but the idea seems like the big companies want to scorch the earth on the foundational model side.
Meta is serving 3.2 billion daily active users. Snap is about 400 million. So Meta is 8x the users with many more applications and much more infrastructure.
They're like, Okay, we're just going to use AI to optimize ads. And supposedly the AI optimization of ads, I was talking to somebody on the inside. They said, like, Yeah, we got it all back. We gained it back. We've got massive AI advertising optimization going on.
they have the resources to go big and AI. Big time. Which is very expensive. So yeah, so they are the leader.
the fact that they were able to engineer solutions to drive advertising revenue up to $40 billion. It's just mind blowing. It's a really kind of impressive outcome for the team. And I think it speaks a lot to the quality of the engineers there.
You get all this option value at Meta... There's all this infrastructure that they can leverage much like Amazon did with AWS into things like cloud, AI tools for third party developers, third party applications. And then obviously the, you know, Meta is the biggest advertising platform next to Google in the world now.
Meta's number of shares outstanding decreased by half a percent, because they use cash to go and buy back stock. ... Meta gave employees, you know, about 20% of the free cash flow. And then Meta went around and they used some of that extra cash to buy back $20 billion of stock. ... Meta is trading at like 25 times free cash flow, which is not a crazy multiple, given all the new businesses that they have in Lama 2, and the progression to cloud and other things that they might do.
Meta has continued their unbelievable run... But then Meta started to get less focused on their headsets and more focused on AI, started doing their reduction in headcount 22% year over year from 86,000 to 67,000 the last quarter for Meta. And their quarterly profits have increased to an all-time high of $14 billion. That's profits, folks, in Q4 for Meta. All-time high for the stock price, $470 a share, $1.2 trillion market cap
if you used like the meta Yeah, the Oculus Quest. It like makes me super dizzy makes my head hurt makes my eyes hurt like you're super disoriented.
the first example that caught my eye is from meta meta published this paper today which was like pretty crazy and essentially what they said is that for the realm of the software worker the software engineer what they basically built is this llm tool that runs over llama called test gen and it essentially does automated unit testing to such a high degree of accuracy... i thought that that was a pretty large breakthrough and i think we're going to go through a bunch of fine tunes on this that mak
this is why you know bring up this tweet by naveen rao who is a founder who created the company mosaic ml which is sold to databricks or unicorn outcome and he says i don't think everyone has comprehended the massive disruption and distortion that's going to happen in the gen ai market due to llama 3. moats will be destroyed and investments will go to zero just like everything in gen ai this will all happen fast so you know it's a similar reaction to what chamath said which is we have a open sou
it is faster and cheaper than using chat gpt4 but the context window is smaller i think it has only an 8 000 token context window so that's something that the open source community is going to need to work on is you know rolling out foundation models have a bigger context window nonetheless the point is that at least for now until open ai comes out with gpt5 which is supposed to happen soon the open source community has kind of caught up with the top closed source model which is open ai
he's running a really perfect play so far he's open sourced the headset os he's opening source these models he stopped training i think for llama 35 was it and now he's moved directly to llama 4 just to try to head off gpt 5 at the pass well so what are we seeing we're seeing the economic value getting disintegrated there is no value in foundational models economically so then the question is who can build on top of them the fastest and jason to your point llama was announced last thursday 14 ho
the most important thing that google can do is reinforce the value of search and the best way to do that is to scorch the earth with these models which is to make them widely available and as free as possible that will cause microsoft to have to catch up and that will cause facebook to really have to look in the mirror and decide whether they're going to cap the betting that they've made on ar vr and reallocate very aggressively to ai that should be what facebook does and the reason is if facebo
they're taking a play that we talked about which makes a ton of sense which is it's not a core market but it's very important the core money-making market for them is monetizing their family of apps and so they're scorching the earth for these new markets so that the economics are not viable which will i think allow a more robust ecosystem where they'll have more of a say because i think up until this point you could have said that they and google were sort of lagging behind open ai but i don't
But hundreds and hundreds and hundreds of automated accounts pretending to be me selling all kinds of random stuff. It's predominantly on WhatsApp and Facebook and Meta.
It's happening to me right now, I'm in the middle of this crazy thing with Facebook, and they've been doing a very good job, the team at Meta, Ashley, thank you.
2012 facebook buys instagram and and that's when it really becomes popular
you do employ a bunch of social psychologists like especially meta a few other companies not necessarily for good i think sometimes for manipulation but you do employ some social psychologists
i don't think this is a bad idea at all i mean i think it's kind of interesting i think they've gotten 100 million in marketing of it just yeah i mean it appeals to a certain category of startup who needs the gpus
I think when these companies, and Facebook's one, I think proves my point, what you're saying here is, I think it would be better that you didn't have these companies that could put $20 billion into something. And you had 50 startups go after it rather than these giant companies just steal it and overpower them, flooding them with capital. It makes the world less dynamic that suck.
Look at what Zuck is doing at Meta with the open sourcing of the llama models. It's incredible. That would have never been possible if you had a small company that was trying to get profitable. So I just want to highlight like these businesses, just because they're big and successful, doesn't necessarily mean that they're stifling innovation. In fact, they may be accelerating innovation and enabling progress. I'm just pointing out that the cash flows that are being generated and the way they're
If you look at the competition for Google in advertising, you got Meta, TikTok, and Amazon, which have very, very significant
it is emerging that meta is working on some ar glasses that are really impressive
meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its voice api so the open source ecosystem is kind of hot on open ai's heels
i'd say facebook or meta less so i don't see the compelling need to to bust them up but quite frankly i think the issue that met is going to face is just there were a lot of abuses in terms of censoring the free speech rights of americans now i don't think that was all the company's idea i think a lot of pressure was put on the company by the bide administration i think they wanted to do the right thing and just didn't show enough backbone i think zuckerberg's been clear that he regrets it yeah
meta would not be where it is right now facebook you know that well if they hadn't gotten instagram
I think Zuck is our counterpressure on the price of AI right now. And I think that he has a way of monetizing AI that is, I mean, Google kind of has a similar thing, but they have a more existential challenge that I think they're actually doing relatively well kind of dealing with. But Zuck, just to improve ads, can give away AI for the world and keep everybody on their toes in terms of driving down the price. So I think that's good for all of us.
if you look at Facebook's performance or Meta's performance over the last two years, it's up 500%. So it has done surprisingly well.
embrace and extend meta has to embrace and extend everything that these guys have shown meaning like meta's buying tens of thousands of nvidia gpus great but what did this show this shows that actually cuda high-level languages in general i think we've all known that they suck okay and so we've all been going through it thinking that it's like the right thing to do deep seek throws it out the window they use something called ptx what does meta do is critical not to understand they need to embrac
that's the model is like consumer usage which puts them on an on a collision course with meta it's the only company that could really impact that because the only company right now that has billions of eyeballs of da use per day and who and by the way zuck said this in his earnings release he's like there's only going to be one company that brings ai to a billion plus people and it will be us some version of that quote is in his earnings release yesterday
It's been clear that OpenAI has had that, Anthropic has had that, Google has had that, DeepSeq has had that. And I think Meta needs to do that. Otherwise, they're always going to be floundering on their back yield.
I think if I were a betting man, he's bought the training secrets, he's bought the app secrets, and now he has to buy some infrastructure and compute hardware secrets.
If you look at what Facebook is doing, they generically train on NVIDIA and they launch it in the open source. So I think that what they need to do is more of the OpenAI, more of the Google Playbook. Look at Google. Google's Gemini models are extremely tightly coupled to TPU. And it enables and unlocks an entire stack of secrets and capability that then get manifested in model quality. So I think the first thing that Mark has to do, if I were him, is start to chip away at all of the sets of secr
my proposition was full phone, full stack, full app, all of this other HTML stuff should only be as a side thing that we do in markets where they try to make it difficult for us. Instead, it became politicized. And it became a big bet on HTML5, which I thought was absolutely stupid and unjustifiable.
They started making these like giant offers to, uh, you know, a lot of people on our team, um, you know, like a hundred million dollar signing bonuses, more than that comp per year. It's crazy. And I'm actually, it is crazy. I'm really happy that at least so far, uh, none of our best people have decided to take them up on that. I think that people sort of look at the two paths and say, all right, open AI has got a really good shot, a much better shot at actually delivering on super intelligence.
Zuck is tilted. Clearly. Uh, this has been the big discussion in Silicon Valley for the last 10 days or so. According to reports, Zuck is super frustrated that Meta is falling behind in AI. So he is swinging for the fences. Sam Altman said, Meta has offered top open AI employees a $100 million, wait for it, signing bonus. That's not comp. That's a signing bonus. Who knows if this is true or not, but he's also offering a hundred million a year in annual comp. He's clearly cut out tens of billions
But now they have to clean up whatever messy stuff they have in their past.
They have a sordid past.
It's just that they did not know how they'd be treated operating onshore in the U.S. under Gary Gensler and the Biden administration. And so they operated offshore.
I don't think it's fair to say they don't have their act together. I think they have their act together.
You can type you can do a search for Tether controversies or shenanigans and you'll find plenty of them.
the number one stable coin player in the world right now is an offshore entity. They will have to come onshore as part of this bill in the next three years.
the companions from Grok have been interesting to play with, and they certainly make it more engaging.
Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed draw, but that's just a bandaid. Those companies don't get Apple what they need. And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars for both companies. And I think there is solid industrial logic for partnership. You could have Apple grok, safe grok, whatever you want to call it, you know, so that Apple feels c
particularly to crock for being the best product is the best product. Doesn't always win in technology.
this model was trained on Hopper. So this model is probably about as far as you can take the last generation of NVIDIA GPUs. The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, they will be trained on Blackwell, and I think that will be a really big step function.
on RKGI 2, it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And then on Humanity's Last Exam, you know, we can call it 50% to 75% that are, you know, and exceptional humans score 5% on that. It scores in the 40s.
I'd say this is the biggest leapfrog we've seen in quite some time.
I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty impressive, right?
They didn't expect him to be able to leapfrog everybody.
Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.
In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
Meta is forcing you to use their AI search, which is pretty bad, I'll be honest. Every time you do a search on Instagram, it's annoying. But those all count as users using the product, just like Slack-based competition from Microsoft Teams when it bundled.
It favors Meta, although Meta's quite behind.
The best example was meta and scale AI. Okay, I'll say this thing is worth 30 billion, I'll give you 15 billion in cash. But what am I really doing? I'm carving out these assets so that I don't have to file even an HSR filing.
when Facebook bought Instagram for a billion dollars, that turned out to be a huge bet about the future. It was right.
if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the market is completely flipped the other way and what they're saying is we believe that these cash flows are essentially monopolistically durable forever
VentureSignalScore 79/100 for meta, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 1 |
funding.round.amount_usd 2026-02-18 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 6 filings, latest 2017-04-04.
Gray-market attention, not quality. 50+ HN mentions (peak 2199 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 2199 Meta Llama 3 2024-04-18 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.7, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-08-06 | promoted | 0.32 |
common_name | Meta | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 | |
common_name | Meta (Facebook) | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 2589 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 2199 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 380 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=7469115", "title": "Facebook acquires Oculus VR", "points": 1449, "created_at": "2014-03-25", "evidence_type": "rumor", "verification_status": "unverifie | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=30556862", "title": "Meta, Facebook Parent Company Acquires Accusonus", "points": 4, "created_at": "2022-03-04", "evidence_type": "rumor", "verification_ | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2023-03-14 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2023-03-14 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2023-03-14 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33529838", "title": "Meta lays off 11,000 people", "points": 2048, "created_at": "2022-11-09", "evidence_type": "rumor", "verification_status": "unverifi | observed | artifact ↗ | 2023-03-14 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=28748203", "title": "Facebook-owned sites were down", "points": 2589, "created_at": "2021-10-04"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=37706302", "title": "Facebook/Meta blocks accounts for posting link to EFF privacy tips", "points": 380, "created_at": "2023-09-29"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2024-04-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2024-04-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2024-04-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=40077533", "title": "Meta Llama 3", "points": 2199, "created_at": "2024-04-18"} | observed | artifact ↗ | 2024-04-18 | normalized | 0.20 |
description | Meta has released a new model and is entering the hosting space to provide tokens. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Discussed by Mark Zuckerberg regarding the benefits of staying private. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Discussed for its valuation and holding period decisions | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 2000000000 | observed | artifact ↗ | 2026-02-18 | normalized | 0.50 |
funding.round.amount_usd | 6600000000 | observed | artifact ↗ | 2025-10-04 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this could be the start of them creating an aws competitor that's actually the real news here i | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the big loser here mark might be open ai what if this is available for less than open ai charge | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "one of these data center projects will go belly up or one of these data center projects will u | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think every LLM will have a browser to do this.", "expected_by": "2028-02-05T22:34:41.160Z", | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "That's why I think these companies are doing so well is because there's just a generational shi | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I said whoa if zuckerberg doesn't like to lose he's only won his whole life well it brad thinks | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "i don't think we're hiring people at facebook there'll be specific positions of course but it | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "this is a good transition to the conversation around austerity and meta we know that the top l | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "these meta layoffs uh like we said are expected wednesday i think they are expected to be huge | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i'm saying this founder is going to take the medicine i believe zuck has so much pride and want | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "So Zuck's layoffs are coming.", "expected_by": "2028-02-10T17:32:21.465Z", "confidence_low": 0 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think once Roblox or like the horizon thing, which was like their version of Roblox really ta | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I t | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "It goes up one more jump. Yeah. And audio, all that stuff's just going to keep getting better v | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I would maybe flip it a little bit and say meta and then Microsoft.", "expected_by": "2028-02-1 | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think if you go in with an open mind and you try a bunch of experiences i think if you try en | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "once vr transitions to be how you interact with your computer let's say right so when i'm worki | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "The market cap of this prize, if it's $10 trillion, has the ability to double or triple your ma | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think he would be willing to risk easily 20%, 10%, 20% would not even be a scratch, right? It | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "In 2025, we at Meta, as well as the other companies that are basically working on this, are goi | derived | calc | 2026-08-17 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 2000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 6600000000 | derived | calc | 2026-08-06 | derived | 0.50 |
registry.signals | [{"claim": "Anthropic and Meta are in early-stage discussions for a potential $10 billion data center leasing deal over two years, though the talks could still fall through.", "score": 0.78, "theme": | observed | artifact ↗ | 2026-07-19 | normalized | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | derived | 0.26 |
sec.cik | 0001538910 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.cik | 0001584382 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 2 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 6 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001538910", "form": "D/A", "filed": "2012-05-16", "accession": "0000906318-12-000074", "index_url": "https://www.sec.gov/Archives/edgar/data/1538910/000090631812000074/0000906318-12-000074- | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001584382", "form": "D", "filed": "2017-04-04", "accession": "0001584382-17-000002", "index_url": "https://www.sec.gov/Archives/edgar/data/1584382/000158438217000002/0001584382-17-000002-in | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2012-05-16 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2017-04-04 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2017-04-04", "persons": [{"last_name": "Gribetz", "first_name": "Meron", "clarification": null, "relationships": ["Executive Officer", "Director"]}, {"last_name": "Sines", "first_name": "Jo | observed | url | 2017-04-04 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN7CXC26Y7XGH8H9C7E6W3", "signals": [{"quote": "if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the ma | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNEC68QP3F4VM20RGMP3EC", "signals": [{"quote": "facebook is incredibly durable i'm willing to pay 30 times", "stance": "bullish", "signal_class": "assessment", "speak | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNEC68QP3F4VM20RGMP3EC", "signals": [{"quote": "apple microsoft meta and alphabet the market is completely flipped the other way and what they're saying is we believe | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNEC68QP3F4VM20RGMP3EC", "signals": [{"quote": "all right rough week for zuck two verdicts went against meta in two days they were first found liable for allowing chi | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNEC68QP3F4VM20RGMP3EC", "signals": [{"quote": "a whistleblower and former meta engineer testified that his own 14 year old daughter received sexual solicitations on | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNEC68QP3F4VM20RGMP3EC", "signals": [{"quote": "then on wednesday an la jury found meta and youtube negligent for designing addictive platforms that harmed a young us | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXWK5M141R2V9PKSJXYRTBHV", "signals": [{"quote": "when Facebook bought Instagram for a billion dollars, that turned out to be a huge bet about the future. It was right. | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXWK5M141R2V9PKSJXYRTBHV", "signals": [{"quote": "The best example was meta and scale AI. Okay, I'll say this thing is worth 30 billion, I'll give you 15 billion in cas | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4P4V3R1FEVQX67MVS1CF5", "signals": [{"quote": "It favors Meta, although Meta's quite behind.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Cha | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4P4V3R1FEVQX67MVS1CF5", "signals": [{"quote": "Meta is forcing you to use their AI search, which is pretty bad, I'll be honest. Every time you do a search on Instagr | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY040NR8ND1S7V22PFAMTHWP", "signals": [{"quote": "I mean, you are seeing founders turning down multi-billion dollar acquisition offers for startups that hadn't even rel | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05J4VH12CB84SK65GH6D0C", "signals": [{"quote": "the problem was a lot of these entities were then becoming publishers they were throttling things they didn't like the | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05J4VH12CB84SK65GH6D0C", "signals": [{"quote": "he then is part of the whole zuckerbucks movement in the lead up to to 2020", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DHNGWTAVTMBC9TCMZD0FD", "signals": [{"quote": "In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrast | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.", "s | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "They didn't expect him to be able to leapfrog everybody.", "stance": "bullish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "I'd say this is the biggest leapfrog we've seen in quite some time.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "on RKGI 2, it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And the | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "this model was trained on Hopper. So this model is probably about as far as you can take the last generation of NVIDIA | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "particularly to crock for being the best product is the best product. Doesn't always win in technology.", "stance": "m | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixe | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "the companions from Grok have been interesting to play with, and they certainly make it more engaging.", "stance": "bu | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "the number one stable coin player in the world right now is an offshore entity. They will have to come onshore as part | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "You can type you can do a search for Tether controversies or shenanigans and you'll find plenty of them.", "stance": " | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "I don't think it's fair to say they don't have their act together. I think they have their act together.", "stance": " | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "It's just that they did not know how they'd be treated operating onshore in the U.S. under Gary Gensler and the Biden | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "They have a sordid past.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_82", "speaker_la | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N1KMH3V0ZMS4VTE8TK8S8", "signals": [{"quote": "But now they have to clean up whatever messy stuff they have in their past.", "stance": "bearish", "signal_class": "pr | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "Zuck is tilted. Clearly. Uh, this has been the big discussion in Silicon Valley for the last 10 days or so. According | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "They started making these like giant offers to, uh, you know, a lot of people on our team, um, you know, like a hundre | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "my proposition was full phone, full stack, full app, all of this other HTML stuff should only be as a side thing that | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "If you look at what Facebook is doing, they generically train on NVIDIA and they launch it in the open source. So I th | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "I think if I were a betting man, he's bought the training secrets, he's bought the app secrets, and now he has to buy | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V41WB909JJHD9S0P9PZGN", "signals": [{"quote": "It's been clear that OpenAI has had that, Anthropic has had that, Google has had that, DeepSeq has had that. And I thi | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VJ68BZYZP5YNAEZ8MKQ3E", "signals": [{"quote": "They started making like these giant offers to, uh, a lot of people on our team, um, you know, like a hundred million | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VJ68BZYZP5YNAEZ8MKQ3E", "signals": [{"quote": "I mean, look, I think it, it feels highly rational, right? If you think about Meta's market cap is a rough math, 1.7 t | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VJ68BZYZP5YNAEZ8MKQ3E", "signals": [{"quote": "If you look at what Facebook is doing, they generically train on NVIDIA and they launch it in the open source. So I th | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0VJ68BZYZP5YNAEZ8MKQ3E", "signals": [{"quote": "I would have thought that Google would be up, Meta would maybe be a little flattish to down, Nvidia is up, but maybe i | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SWZJ23XMBEYNHW6HV90C7", "signals": [{"quote": "that's the model is like consumer usage which puts them on an on a collision course with meta it's the only company th | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SWZJ23XMBEYNHW6HV90C7", "signals": [{"quote": "embrace and extend meta has to embrace and extend everything that these guys have shown meaning like meta's buying ten | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2T31KRKNP6AGGYE8M0JGVN", "signals": [{"quote": "that's the model is like consumer usage which puts them on a collision course with meta it's the only company that cou | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2T31KRKNP6AGGYE8M0JGVN", "signals": [{"quote": "point embrace and extend embrace and extend meta has to embrace and extend everything that these guys have shown meani | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2T31KRKNP6AGGYE8M0JGVN", "signals": [{"quote": "in a funny way even though facebook could be the wrapper they have a tools business that these you know that the that | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3B6PYX9EAZXXZG3ABV7BHE", "signals": [{"quote": "if you look at Facebook's performance or Meta's performance over the last two years, it's up 500%. So it has done surp | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3B6PYX9EAZXXZG3ABV7BHE", "signals": [{"quote": "I think Zuck is our counterpressure on the price of AI right now. And I think that he has a way of monetizing AI that | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3GZ2TMP25649NNT7EF78QP", "signals": [{"quote": "It was a Facebook project to embrace cryptocurrency at a very intrinsic level onto the sort of identity level of every | observed | artifact ↗ | 2024-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3GZ2TMP25649NNT7EF78QP", "signals": [{"quote": "I think Facebook had a sound argument that they could have done that cheaper.", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MNFP16Z1QVT6FMG4TC1DF", "signals": [{"quote": "i'd say facebook or meta less so i don't see the compelling need to to bust them up", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MNFP16Z1QVT6FMG4TC1DF", "signals": [{"quote": "i think the issue that met is going to face is just there were a lot of abuses in terms of censoring the free speech r | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MNFP16Z1QVT6FMG4TC1DF", "signals": [{"quote": "i think there are better ways of handling the speech issue on social networks than busting up facebook but i i do thin | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MNFP16Z1QVT6FMG4TC1DF", "signals": [{"quote": "he published a letter and maybe it was done to some degree to inoculate himself against the result of this election bu | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MRKPG3S12A89YM3WN07V7", "signals": [{"quote": "meta would not be where it is right now facebook you know that well if they hadn't gotten instagram", "stance": "neutr | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MRKPG3S12A89YM3WN07V7", "signals": [{"quote": "i'd say facebook or meta less so i don't see the compelling need to to bust them up but quite frankly i think the issu | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MSJHA3JNPF33DZAMWWXWV", "signals": [{"quote": "meta would not be where it is right now facebook you know that well if they hadn't gotten instagram", "stance": "bulli | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MSJHA3JNPF33DZAMWWXWV", "signals": [{"quote": "i'd say facebook or meta less so i don't see the compelling need to to bust them up but quite frankly i think the issu | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48AAVFQXYDHBVA71GCYDZN", "signals": [{"quote": "meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its v | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48AAVFQXYDHBVA71GCYDZN", "signals": [{"quote": "it is emerging that meta is working on some ar glasses that are really impressive", "stance": "bullish", "signal_class | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48N4G258R5GJ02XBWYPC21", "signals": [{"quote": "meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its v | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48N4G258R5GJ02XBWYPC21", "signals": [{"quote": "the large companies facebook microsoft amazon google apple have effectively infinite money compared to any startup", " | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48N4G258R5GJ02XBWYPC21", "signals": [{"quote": "and facebook meta they have the same number or less employees than they did three years ago but they're all growing in | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY499MZWE6M3C145ZFJEEQV4", "signals": [{"quote": "the Magnificent Six or Seven, these are the largest companies in the world, incredible businesses with CEOs like Mark | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4K9QQ422C3NWYJFHRHFZZT", "signals": [{"quote": "Um, again, I, I, I, I, I, I would say, um, my, again, my, my, my, my big, my big qualification is, you know, my model | observed | artifact ↗ | 2024-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4QFW4NGW9944C2P5MSV85P", "signals": [{"quote": "if you're a monopolist in big tech i mean look at facebook google how they're how they're how they're putting their re | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SVSEMRCNF2YSFTG3YYK48", "signals": [{"quote": "So if you're a Google or a Facebook and you run into some problem, typically the solution is you can engineer around i | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SVSEMRCNF2YSFTG3YYK48", "signals": [{"quote": "Well, I mean, Zuck, I think did an incredible thing for me, which is he let my team cook. I don't remember having skip | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5F5038QDNPM72F6V7EDSM3", "signals": [{"quote": "If you look at the competition for Google in advertising, you got Meta, TikTok, and Amazon, which have very, very sign | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5F5038QDNPM72F6V7EDSM3", "signals": [{"quote": "Look at what Zuck is doing at Meta with the open sourcing of the llama models. It's incredible. That would have never | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5F5038QDNPM72F6V7EDSM3", "signals": [{"quote": "I think when these companies, and Facebook's one, I think proves my point, what you're saying here is, I think it woul | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RYM1TQXT13YSFG6QTJM5S", "signals": [{"quote": "i don't think this is a bad idea at all i mean i think it's kind of interesting i think they've gotten 100 million in | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5TJ0JX4D9GCRRFEB0Z418T", "signals": [{"quote": "you do employ a bunch of social psychologists like especially meta a few other companies not necessarily for good i th | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5TJ0JX4D9GCRRFEB0Z418T", "signals": [{"quote": "2012 facebook buys instagram and and that's when it really becomes popular", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2024-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68YN1YPJDF8M5TW0NFBDYD", "signals": [{"quote": "It's happening to me right now, I'm in the middle of this crazy thing with Facebook, and they've been doing a very goo | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68YN1YPJDF8M5TW0NFBDYD", "signals": [{"quote": "But hundreds and hundreds and hundreds of automated accounts pretending to be me selling all kinds of random stuff. It | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6EX9M4YAKXCXKN7P7HPPTS", "signals": [{"quote": "when she joined facebook in 2008 it was at 270 million dollars in revenue when she left it was at 117 billion", "stanc | observed | artifact ↗ | 2024-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6H78NDNPH48YBKX83Y5ZT4", "signals": [{"quote": "they're taking a play that we talked about which makes a ton of sense which is it's not a core market but it's very im | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6H78NDNPH48YBKX83Y5ZT4", "signals": [{"quote": "the most important thing that google can do is reinforce the value of search and the best way to do that is to scorch | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6H78NDNPH48YBKX83Y5ZT4", "signals": [{"quote": "he's running a really perfect play so far he's open sourced the headset os he's opening source these models he stopped | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6H78NDNPH48YBKX83Y5ZT4", "signals": [{"quote": "it is faster and cheaper than using chat gpt4 but the context window is smaller i think it has only an 8 000 token con | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6H78NDNPH48YBKX83Y5ZT4", "signals": [{"quote": "this is why you know bring up this tweet by naveen rao who is a founder who created the company mosaic ml which is sol | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZW1FR0HXFRD0RE9PHK5CS", "signals": [{"quote": "At Facebook, there was a period where, and this was public, so I can tell you, we transferred a lot of our IP to Irela | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY742DWRC3XWR23T9PC4A5G2", "signals": [{"quote": "it's largely not true for tesla and facebook because they don't have clouds", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY76BDHPW8MJJ00RVJH9GFV8", "signals": [{"quote": "the first example that caught my eye is from meta meta published this paper today which was like pretty crazy and esse | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "if you used like the meta Yeah, the Oculus Quest. It like makes me super dizzy makes my head hurt makes my eyes hurt l | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "Meta has continued their unbelievable run... But then Meta started to get less focused on their headsets and more focu | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "Meta's number of shares outstanding decreased by half a percent, because they use cash to go and buy back stock. ... M | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "You get all this option value at Meta... There's all this infrastructure that they can leverage much like Amazon did w | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "the fact that they were able to engineer solutions to drive advertising revenue up to $40 billion. It's just mind blow | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "they have the resources to go big and AI. Big time. Which is very expensive. So yeah, so they are the leader.", "stanc | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "They're like, Okay, we're just going to use AI to optimize ads. And supposedly the AI optimization of ads, I was talki | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY789N5YYEFD4PV6727E04V1", "signals": [{"quote": "Meta is serving 3.2 billion daily active users. Snap is about 400 million. So Meta is 8x the users with many more appl | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "I think that we're going to regret where this all leads because where it's going to lead if they do repeal Section 230 | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "Do I believe that Facebook is taking substantial measures to stop them? Yes.", "stance": "bullish", "signal_class": "a | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "I do think that these online companies have been unfairly picked on in a sense.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "I actually thought that Zuck had a lot of moral clarity because it's like that's a tough position to be in. And the fa | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "So they have a network of three and a half billion people monthly, right, or daily or whatever the thing is. Even if y | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "That's going to create, I think, a much poorer business landscape, frankly, to innovate and a bunch of other things.", | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "Zuckerberg doesn't want to let these edge cases through. I actually believe that they are taking huge efforts at scale | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7AHZEJF3J4MF1X011NCZ8G", "signals": [{"quote": "And if you, if you look at this through that lens, there will be some sort of negotiation and it might be age. Because | observed | artifact ↗ | 2024-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY81RQZSN38R7YZN0JQVRDHB", "signals": [{"quote": "i asked mark zuckerberg after a financial services hearing a couple years ago you know why why doesn't facebook just v | observed | artifact ↗ | 2023-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KG0ERGV5HQ9M0VHGK1SPC", "signals": [{"quote": "So they're acting pretty aggressively. I think even yesterday there was a leak of something where Meta's trying to rea | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KG0ERGV5HQ9M0VHGK1SPC", "signals": [{"quote": "I'm really glad Meta's doing it. And others are trying to do it.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9KYPZNGS9V36K8PVWRET4B", "signals": [{"quote": "zuck this morning announced 30 million downloads of the app overnight", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9KYPZNGS9V36K8PVWRET4B", "signals": [{"quote": "as a standalone product I tend to think it's DOA for the most part unless again it invents something totally new that | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9M2TJTV09GMJ35QE51ZMJX", "signals": [{"quote": "and they're both giant products today um i think that you can definitely copy features into an existing product with n | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9REMB84TB6N2NVZFN4ZFE4", "signals": [{"quote": "Seven stocks make up the most most of the gains this year, Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft and Apple. | observed | artifact ↗ | 2023-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "facebook it was the core service that we built in the 2000s and then they acquired brilliantly right so i'm not saying | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "through just pure misallocation by starting projects that just are not large but consume large amounts of cash that wo | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "these companies have now transitioned to being cash cows", "stance": "bearish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "facebook's up 90 percent", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Chamath Palihapitiya", | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "i think facebook was sales rose three three percent from a year earlier but at least that was an improvement because i | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC3FC8RCB919ZK2ZRDCM76", "signals": [{"quote": "worked incredible for facebook i mean my lord they were at 91 a share and now they're over 200.", "stance": "bullish", | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC5VH2CZQ184BS2VW466ET", "signals": [{"quote": "facebook's up 90 percent", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Chamath Palihapitiya", | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC5VH2CZQ184BS2VW466ET", "signals": [{"quote": "facebook was sales rose three three percent from a year earlier but at least that was an improvement because it's actu | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC5VH2CZQ184BS2VW466ET", "signals": [{"quote": "worked incredible for facebook i mean my lord they were at 91 a share and now they're over 200.", "stance": "bullish", | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMDWGDKNMV95J88KAAKJAN", "signals": [{"quote": "Facebook doesn't want to just sit around and have all this traffic, go to chat GPT. They want to be able to enable Ins | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1P3P41SA71VT8M9CK2F8F", "signals": [{"quote": "she fought this knock down drag out case against meta for them buying a few million dollar like vr exercising app like | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC11431X59E59DPJKEG3M29", "signals": [{"quote": "they've spent 396 billion dollars since 2016 to buy back stock in the same time facebook has spent almost 100 billion" | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC11431X59E59DPJKEG3M29", "signals": [{"quote": "facebook's stock have reacted in the same way and for a very long time it actually looked like it was right until abou | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC11431X59E59DPJKEG3M29", "signals": [{"quote": "if you look at the light purple bar facebook in the last two years have spent 25 billion dollars on reality dabs and t | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC11431X59E59DPJKEG3M29", "signals": [{"quote": "i think they're doing all the right things below the line but there's this one major big red flag above the line that | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC78ZCEFXNW6Y7DG253F5R6", "signals": [{"quote": "if you haven't also seen meta announced a text video generator. So this is even more impressive than Dolly Dolly, you | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC78ZCEFXNW6Y7DG253F5R6", "signals": [{"quote": "I was trying to build the growth team. This is the team that became very famous for getting to a billion users and, yo | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC8Y7BHK7H86VN94K91XN70", "signals": [{"quote": "Well, it definitely is the end of an era. I think it is sort of like the, the end of this phase of big tech, where you | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC8Y7BHK7H86VN94K91XN70", "signals": [{"quote": "when companies like Facebook really do this, and you know, like, if you think about it one way, the financial markets | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMVGYDPND1S4PHTTJ9GDV2", "signals": [{"quote": "just take those six look at those six of those six which ones have money printing machines which ones have money print | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMVGYDPND1S4PHTTJ9GDV2", "signals": [{"quote": "okay this puts them at a significant long-term advantage meta and google can build infrastructure at a pace that the o | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMVGYDPND1S4PHTTJ9GDV2", "signals": [{"quote": "i wonder if google and meta have a huge advantage in that they could start deploying hardware at a scale that the othe | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "i think it just goes to show that one meta needs an ai business model jason but also too that it's not all going to po | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "the information reported that meta had actually reached out to alphabet and microsoft should i get them to subsidize t | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "i doubt they can actually take more of a loss here", "stance": "bearish", "signal_class": "assessment", "speaker_name" | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "this could be the start of them creating an aws competitor that's actually the real news here is this could be their w | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "the big loser here mark might be open ai what if this is available for less than open ai charges for their compute", " | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQH75VB2T3V8K6WV5Z293B", "signals": [{"quote": "yeah i mean this is exactly what shoots and targon do right so they take these open source models and stand them up an | observed | artifact ↗ | 2025-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQYVY686QBSB45K71J7F11", "signals": [{"quote": "according to business insiders they got a a internal memo from meta and andrew bosworth their cto said that uh the rea | observed | artifact ↗ | 2025-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCQYVY686QBSB45K71J7F11", "signals": [{"quote": "it's a boondoggle get it together guys it's ar it's all ar it's those um you know ray-band uh glasses they created wha | observed | artifact ↗ | 2025-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3HG07TJX59DDFYCC2SC82", "signals": [{"quote": "I mean, I thought that was like probably the best part of the interview that came out of the interview because Faceboo | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE4BR8A6FANZW7222RPQ3WD", "signals": [{"quote": "the 47 and a half percent number looks completely insane on paper it is objectively very high", "stance": "bearish", " | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHAY3VHTGAJPCPM63EGPSGC", "signals": [{"quote": "so ads really ironed that out for us um and the cost per trial start for us currently is about 12 um on meta", "stance | observed | artifact ↗ | 2026-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHAY3VHTGAJPCPM63EGPSGC", "signals": [{"quote": "meta has an ad library and here's interval and here's their ads so anybody can do competitive intelligence on other pe | observed | artifact ↗ | 2026-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZACBKMXFXYGQG8R2BHQFY16", "signals": [{"quote": "we're seeing all the major companies build their own chips, uh, talking about, you know, the latest TPU generation fro | observed | artifact ↗ | 2026-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAG8506FQYVDFZ7ACR3H5YD", "signals": [{"quote": "Zuckerberg has decided I'd rather have more machines than people. We're going into a doomsday scenario because of AI." | observed | artifact ↗ | 2026-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAG8506FQYVDFZ7ACR3H5YD", "signals": [{"quote": "There's also the, like in Meta's case, it's just like Oracle a month or two ago. They're doing the AI layoffs, not bec | observed | artifact ↗ | 2026-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAG8506FQYVDFZ7ACR3H5YD", "signals": [{"quote": "Smart glasses are trying to solve a real problem, right? They're trying to give AI the ability to see what you see. Bu | observed | artifact ↗ | 2026-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3Y5GB65RZTKHXSFWRY4H9", "signals": [{"quote": "OpenClaw is obviously much more configurable now because it's not fully cloud-based, but I think that's Meta's plan wi | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3Y5GB65RZTKHXSFWRY4H9", "signals": [{"quote": "I think now that they've been acquired by Meta, it's much more likely that they're going to be able to service both pa | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJW6D37128HZSBJR79M3FW", "signals": [{"quote": "Meta took it off the chessboard, $2.5 billion inclusive of a $500 million employee retention pool, if you will.", "sta | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJW6D37128HZSBJR79M3FW", "signals": [{"quote": "There is something very notable here that Zuckerberg was able to extract this company and get them into the democracy | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBKGM7D23AYFTS9Z7NH23W2", "signals": [{"quote": "But whatever's happened at Meta has metastasized to the point where Zuckerberg does not have anybody around him tellin | observed | artifact ↗ | 2025-12-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPAKN7RHZCQZEGB3ZGR704", "signals": [{"quote": "I think for the Meta thing over the summer, it certainly skews how everybody thinks about compensation. And even if yo | observed | artifact ↗ | 2025-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZPKSTYQ14BA6HJPSP6GVB", "signals": [{"quote": "understating depreciation by extending useful life of assets artificially boosts earnings, one of the more common frau | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC1JWEQPADX9ZGG3MQVJEXY", "signals": [{"quote": "the best one we found so far is the llama, uh, the seven B model.", "stance": "bullish", "signal_class": "endorsement" | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "so they are a highly profitable uh software company that has existed for a long time with a loyal user base and it is | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "who use base cam they just love it they're never going to stop using it okay period false so when", "stance": "bullish | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the context is highly profitable company extremely stable revenue no investors two owners they can do whatever they wa | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "they're chanel in this equation they're not grinding it out versus 20 competitors who are going to eat their lunch", " | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who wa | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "if you're at 37 signals they took a similar approach hey if you want to be here you're here to make great productivity | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the context is highly profitable company extremely stable revenue no investors two owners they can do what they want a | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "that's the equivalent of 37 signals they're they're chanel in this equation they're not grinding it out versus 20 comp | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "we're launching uh three big things today we're launching a new company name we're launching a new product uh we call | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the company name we're changing from grammarly to superhuman", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly", "stance": | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "i'm huge fans of grammarly and was the first investor along with darmesh", "stance": "bullish", "signal_class": "endor | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into s | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "go uh it's launching today you can go give it a try it's our new ai assistant product it's a platform that brings your | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there' | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "yeah that seems really wise to me", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_165", | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the thing i love about grammarly is that it persistently follows me around my desktop it's on my keyboard on my phone | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "what do people really love about grammarly it's that it works everywhere and we work in a million unique applications | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "applications i think is very unique to our approach and i to be honest i don't think there's a lot of players in the m | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "it also means we're a platform so there was a number of companies that we want to bring on this platform and the de fa | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "it was so important to own coda and so important to own superhuman mail is that they're the surfaces you actually work | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the predominant motion for us will be actually partnership", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "you'll definitely save money", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_144", "spea | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "the principle of it is to allow the products to spread and try to make sure that if you're a super fan of one of the p | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC9FDVA85Q7GP1TWDW856Z8", "signals": [{"quote": "we don't have to convince you as much to try them because you buy one you kind of get a taste of all of them and it ea | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "ToneBass, which is our how to learn classical music, an investment we made. Great company. They're just crushing it.", | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Some of the greats, you can do interactive stuff. Go check out Tonebase. It's a really great company.", "stance": "bul | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "And all these companies have been pouring tens of billions of dollars into AI infrastructure. And as of the end of las | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analyst | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of t | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "But now I'm getting through work so quickly. So this is inducing a massive amount of extra activity on Google services | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "They said they believe FSD has been solved.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEA | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Tesla's going to get there. It's obvious.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKE | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.", "s | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Wave, W-A-Y-V-E. We talked about them on the show a couple of times. They just raised a few billion dollars.", "stance | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Wave is probably under-reported on. They have tests going on in UK, which is where I think they're based.", "stance": | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Wabi, a company that I had totally forgotten about, but it's working with Uber on self-driving semis, is also working | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "NVIDIA and Uber have revealed a little bit more of what they've been working on together. They're taking all the Uber | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Uber teams up with NVIDIA to accelerate autonomous mobility.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Uber has a lot of cars on the road too.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "the giant Uber network, which is betting on all of them.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "I think what's going to happen very soon is we're going to see the commodification of self-driving software, and it's | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Nvidia, which is kind of betting on all of them and commodifying it.", "stance": "bullish", "signal_class": "assessmen | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "Sequoia Capital, probably the single most famous venture capital firm of all time, has raised a couple of new funds. A | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA2S9JNEC717RFG13H3GFX", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline.", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "they found open ai's one trillion dollars spend coming to be a little bit incredible compared to its revenue", "stance | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "if you have open ai with 10 13 whatever it is", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Ja | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "if you look at Sam Altman's strategy in just the last three to six months it's raise money from everyone for everythin | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "one of these data center projects will go belly up or one of these data center projects will um have their valuation j | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "the price earnings ratio is uh n a because it doesn't make money", "stance": "bearish", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "the current price sales ratio for our friends over at core weave it's 14.81 on a trailing basis", "stance": "neutral", | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "right so 14 to one going backwards is um yeah that's pretty crazy um um and you could see somebody like core weave say | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "aws went down and it's still going down jason a really big problem in the u.s east one region of the cloud giant this | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "this happens to every provider every couple of years which means we experience these type of outages on average every | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "across multiple instances and then use you know essentially a smart router to send half the traffic to aws and a quart | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "and um yeah there are websites that track uptime yeah yeah and you thought here's the thing this could show up in amaz | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDCMPAV0A6XP95CJCS7T9J", "signals": [{"quote": "seems acceptable i'll be totally honest like really you were okay yeah i was basing my once every six months across al | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "I think every LLM will have a browser to do this.", "stance": "bullish", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "So getting continued growth and having more users sign up for free and then funneling the free users into the paid pro | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hund | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "that they no longer had the ability to pass on the tag, you know, like search results equal 100. And that tag is how p | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minu | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "This is a secondary offering, folks, so it's employees selling their shares. But what was interesting, Jason, is that | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "Not a demand issue, a supply issue. Employees in the company didn't put up as many shares as they could have in this t | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "which people are taking to indicate that they're big believers in the company.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKDS3R2NQ7FD4SK3RJK6WZ", "signals": [{"quote": "All right. So after the White House demanded that Apple take down the ice block application, which tracked the locatio | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "Wealthfront is going public. Now, Wealthfront is a robo-advisor, very popular and well-known in the pre-ZERP era. Quie | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "I'm a shareholder. Andy Ratcliffe has been on this program no less than five times.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "I became a shareholder. Man, maybe in year one or two, I've gotten all my family on Wealthfront.", "stance": "bullish" | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "It's really a great way to build an optimized portfolio and pay the most reasonable fees you could ever do. I think th | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "They also do things like tax loss harvesting, which rich people have access to, but poor people don't. What does that | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "It's kind of the opposite of Robinhood, where people are day trading and doing, like, individual stuff. This is for pe | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "That's why I think these companies are doing so well is because there's just a generational shift. Most people don't w | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "So what I find very interesting about Wealthfront is that it's a very good company. It's profitable and it's growing. | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "And this company's been around for a while, over 10 years, certainly. Fintech's a great category. We've done very well | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "on the screen right now, I have a chart that shows new clients by generation over at Wealthfront going from 21 through | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "Yes, up here at the top. Not really a big category for them, so Goldman's probably safe in the short term.", "stance": | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "OpenAI, of course, is the American foundation AI model company. They released Sora a couple years ago, a video generat | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "Well, I think maybe the success of the first Sora makes a built-in audience for the second, and Vibes is a first-time | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "the reputation of OpenAI is to create industry-leading stuff. So if Facebook releases something, it's typically not in | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "And people are very, very unhappy. Lon, why are they unhappy?", "stance": "bearish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "Well, let's pull up Spotify stock chart just while I collect my thoughts here and take a look at the, you know, max ch | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "So Daniel Ek, if you look back on it, he, he, he basically reinvented two industries. Podcasting also changed. If it w | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "this is $143 billion company.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_09", "spea | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNKPHKG6E5QDYRDHS4KMSS", "signals": [{"quote": "He has to own 5% of it. He might own as much as 15% of it. Um, but let's just say like Larry and Sergey, he wound up w | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMX0FZF4HGZR9232X19J128", "signals": [{"quote": "and that's exactly what meta did they said let's not spend as much on these you know crazy headsets and let's just get | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFZ2W1XV1ZXCNEPJQ40KZ2", "signals": [{"quote": "Meta is going to start blocking news on Facebook and Instagram in Canada because the country is adopting its own versi | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNKHQA18F1D6S7NVXEYR5EB", "signals": [{"quote": "I said whoa if zuckerberg doesn't like to lose he's only won his whole life well it brad thinks that he can do this i' | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNKHQA18F1D6S7NVXEYR5EB", "signals": [{"quote": "i've been so impressed watching what meta did", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "B | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNKHQA18F1D6S7NVXEYR5EB", "signals": [{"quote": "it's incredible like 38 year old founder who made a decision that had the mental flexibility he never had to talk with | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNM02QR5BMMTZ9GG8366WND", "signals": [{"quote": "Facebook's work there in and around the open source is great because they're making these models available for everyon | observed | artifact ↗ | 2023-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNQDAEZFEJBFPGD3NK0HQC0", "signals": [{"quote": "this is from meta as they you know they've really turned it around i know j has been a good trade on j trading great t | observed | artifact ↗ | 2023-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNQDAEZFEJBFPGD3NK0HQC0", "signals": [{"quote": "really interesting yeah um so if you go to text if you go to that top toolbar there's text to image and video so if yo | observed | artifact ↗ | 2023-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNQDAEZFEJBFPGD3NK0HQC0", "signals": [{"quote": "oh wow super powerful so image to audio audio to image text to image and audio yada yada yada", "stance": "bullish", " | observed | artifact ↗ | 2023-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "Facebook went from 40,000 employees to 80,000 employees in two years... And everybody that we talked to said, it's slo | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "there was also a lot of dislocation around IDFA and a lot of things happening in the world that specifically were hurt | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "At Meta that manifested itself in a 10 year project where they plan to spend more money than the U S government spent | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "And yet staring them in the face was probably the biggest goldmine, the biggest opportunity that we've seen in our inv | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "the core business needed to get fit and focused that he should double down on AI and he should just quarantine invest | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "the brilliance of Mark Zuckerberg is he's infinitely curious. He's mentally flexible. He's in the building. Larry and | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "it just stood to reason that an infinite scroll, right. Where I could entertain myself like television was going to wo | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "when you have so much money, what people were doing was they were getting office space, and employees, based on two ye | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWN9SMXH91WFRAJRS25BWB", "signals": [{"quote": "i don't think we're hiring people at facebook there'll be specific positions of course but it could be three four five | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "I had been talking about this for well over a decade that it would just be the right thing to do to have a subscriptio | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "One is to take away ads if you're not, and being tracked, if you're not into it, and the other is to build up trust an | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "Normally when Zuck copy copies a feature, it's because that feature is wildly successful, which so far does not seem t | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "I think what you see here is sort of a double experiment going on because we're at a time when Apple's privacy changes | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "It's a new revenue stream. It'll make the service better.", "stance": "bullish", "signal_class": "endorsement", "speak | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "Zuckerberg's never viewed Twitter as competition, really. They were kind of like, as he called it, the clown car that | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "in the case of Meta, for example, it has specifically been designed to addict.", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1EF7JAZQRDPQR8J6YTK28", "signals": [{"quote": "They've all been designed to addict. You put a like button.", "stance": "bearish", "signal_class": "criticism", "speak | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6ZJ69E0JM0SJ4T66ENEHE", "signals": [{"quote": "i actually don't think the fundamentals have changed i don't think there is a lot of like sudden new austerity or a ch | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6ZJ69E0JM0SJ4T66ENEHE", "signals": [{"quote": "i think looking at the newfound focus they are getting focused on the existing business cutting costs and leaning into | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6ZJ69E0JM0SJ4T66ENEHE", "signals": [{"quote": "he turned that game around he turned that story right around he did the things that wall street wanted", "stance": "bu | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6ZJ69E0JM0SJ4T66ENEHE", "signals": [{"quote": "he announced a 40 billion dollar share buyback incredible and he stopped talking about the metaverse for like five fre | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "They didn't build studios like Facebook did. They didn't have a program. So you'd get big on Instagram and then you wo | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "Meta pays BuzzFeed millions of dollars a year to quote, bring more creators to its platforms.", "stance": "neutral", " | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "Yeah, I'm going, or I'm going to YouTube, but more and more now you've got eyeballs and creators going to tick tock. S | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "I think you're right. They never really appreciated the creator class. If you look at what YouTube did, you know, a de | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "It's not in their DNA to share revenue or to care about other people, to say it bluntly.", "stance": "bearish", "signa | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8SQBQ98Y0K8WFPRJVX3JT", "signals": [{"quote": "It's true. No, it's totally true. You know, they're, they're mercenaries. And I think, you know, they're so mercenary | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQD9VJVVVT2YDHZEKTPQF10", "signals": [{"quote": "Meta partnering with Shutterstock to train its AI", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQD9VJVVVT2YDHZEKTPQF10", "signals": [{"quote": "There's an announcement that Meta and Shutterstock have partnered so that Meta can train its AI on Shutterstock's cata | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQD9VJVVVT2YDHZEKTPQF10", "signals": [{"quote": "I, I think the choice will be either stability chat GPT and, um, you know, Facebook and other Google, other places, if | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG8VDG1APZJBK8R1HNNDEN", "signals": [{"quote": "i do think efficiency in companies is becoming a major issue i saw in one of my group chats you know john carmack was | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG8VDG1APZJBK8R1HNNDEN", "signals": [{"quote": "he's talking about reality labs and saying every week i see he said we've solved too many problems by adding headcount | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJPYA8R7MR21TGTPS2TDQA", "signals": [{"quote": "I do think Facebook's bet on Meta is insane. I think it's the wrong company with the wrong DNA, with the wrong founder | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJPYA8R7MR21TGTPS2TDQA", "signals": [{"quote": "I think the fundamental innovation step, innovation DNA is not something Facebook has.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJPYA8R7MR21TGTPS2TDQA", "signals": [{"quote": "I do think there's more in AR than VR. I think there's clearly applications of AR that will resonate, whether they're | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJPYA8R7MR21TGTPS2TDQA", "signals": [{"quote": "They have been incredible as a mememic machine. If they see some great innovation, they copy it, and they iterate on i | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJPYA8R7MR21TGTPS2TDQA", "signals": [{"quote": "It's a good, well, it is a good, yeah, that was a good first step.", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQKTNC4Y0K5DCC7SG5S43ZT", "signals": [{"quote": "So that's funny because I was going to say that I think meta could end up being the bag secure as the recipient of the | observed | artifact ↗ | 2023-01-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "you know if you're giving away 40 billion in rsu's the way facebook has over the course of the last six years right th | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "everybody was making fun of tech oh look tech's getting their comeuppance everybody's making cuts you did the you know | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "this is a good transition to the conversation around austerity and meta we know that the top lines for all these compa | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "what i see happening in public companies we talked about meta or google or amazon etc what i see happening in venture | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "at facebook i thought they had a particularly acute challenge but a particularly interesting opportunity the acute cha | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "this business can do 40 billion in free cash flow instead you're going to do 15 billion in free cash flow right becaus | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "they're investing way more in ai than most people understand right the the magic of bite dance tick tock was that it w | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "i basically said hey tighten your belt on people you'll get more innovative this is the misnomer it's not about cuttin | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "they made a cut um and what i would say is i do think it's worth noting though what you just said though it's not as r | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSN2CY6CNJ948ZKG65K965", "signals": [{"quote": "on the bottom of the list um listen i would put i hate to say it because i'll be candid i i love both of these compani | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQWC0BFD7DW2HJDKCN3BT0K", "signals": [{"quote": "oh my god money's free let's invent the metaverse", "stance": "bearish", "signal_class": "criticism", "speaker_name": | observed | artifact ↗ | 2022-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "in no way does this letter signal any shift in direction for the company right like he talks about how they're going t | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "so it seems as if you know the two divisions if you will the two companies within a company are being impacted relativ | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "the stock market has said we're not interested in companies with declining earnings profits so you gotta if you can't | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "it's pretty clear to me that when the stock dipped below a hundred dollars that zuckerberg was going to do something i | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "he is going to continue to plow money into the metaverse and reality labs and i i see no sign that he has been humbled | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRA8J46N2SZKEGWMYNJP5PV", "signals": [{"quote": "the margins were insane facebook like this is why the stock was so high in the first place is that facebook and instag | observed | artifact ↗ | 2022-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "according to the wall street journal meta the company is planning quote large-scale layoffs this week that could impac | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "we said on this show last week that once we saw big layoffs start to happen at alphabet or meta google or facebook tha | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "these meta layoffs uh like we said are expected wednesday i think they are expected to be huge like way way more than | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "it's getting to the point where i don't think we can safely say there's going to be a soft landing for everybody who h | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "well i don't even know if it's a broad-based us recession but it's a tech recession yeah i mean in tech this is uh a c | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRBG3950WXQECFPGH3CDPCF", "signals": [{"quote": "i'm saying this founder is going to take the medicine i believe zuck has so much pride and wants to win so badly that | observed | artifact ↗ | 2022-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "zuckerberg is man a disaster there's no easy way to put it", "stance": "bearish", "signal_class": "criticism", "speake | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "meta's q3 ... capex ... it was 9.5 billion which is the highest ever", "stance": "bearish", "signal_class": "fact_clai | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "reality labs had a 3.6 billion operating loss in q3 and meta said it anticipates significantly growing losses next yea | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "head count up 28 percent year over year and that is extraordinary 87 000 people", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "the market cap is 264 billion it's down 71 year to date 76 off its high of 1 trillion in september of 2021", "stance": | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "we've never seen anything like this in the tech industry", "stance": "bearish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "so he keeps hiring people but why would somebody work at a company that is in this amount of disarray", "stance": "bea | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "nobody's using this stuff and when i say nobody's using it the employees at facebook have been admonished in in memos | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "the vr headsets are not one and i don't think there'll be one ever", "stance": "bearish", "signal_class": "prediction" | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "i do think ar glasses very distinctly different ... i don't think facebook's going to be the company that wins it i th | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "zuckerberg is not a good steward for society or for his shareholders and now the chickens have come home to roost peop | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "antonio tweets met his business has been kneecapped by apple he's referring to the fact that you can't target ads by p | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "i actually think this is a uh really really bad idea to bet the farm on virtual reality i don't think it's a bad idea | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "if you looked at facebook if you looked at instagram they did some very interesting commerce experiments one of the co | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "so all you have to do if you're zuck if you want the stock to go back up to two or three hundred is to cut 20 of the e | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "meta's revenue growth has stalled its capex has skyrocketed skyrocketed and free cash flow how much cash this thing's | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "why put your money here when you can put it into apple amazon or google other companies that seem to be taking things | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG6RCQRGXZR58CWRAGB5HT", "signals": [{"quote": "you can get muni bonds that are tax-free four or five percent right now and uh yeah it's guaranteed", "stance": "beari | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "they've been a great platform company... but what's happening right now is the investment they're making in terms of t | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "the era of web 2 personalized ads is dying it's on the way down we hit peak a while if you know maybe a year or two ag | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "they can't buy more companies because the regulator is just not going to let them happen they can't expand through acq | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "i think it all starts and it stems from apple and their control on the ecosystem and the changes that they're making s | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "the revenue i just reported uh down four percent year over year so they have 27.7 billion in revenue they went down ye | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "vr is is at least a decade out from having any meaningful user base so this is not coming soon", "stance": "bearish", | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "for facebook them they're going to be basically flattered down because of apple and all the other pressures that they | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "a large portion of the compensation for facebook employees since the inception of the company has been based on stock | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "the capex for facebook slash meta is you know the the same essentially as google's with so much more revenue and then | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "facebook can't even if facebook built the exact same glasses okay they don't have direct you know deep sdk and api acc | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "yeah okay you feel the same way sunny i kind of i'm in agreement with vinnie i think apple's gonna run away i think th | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGRBNQ9TBSG2ZFYE28SFK5", "signals": [{"quote": "what are all these human beings doing at these companies it doesn't make any sense they're fixed cost businesses you k | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "An open letter published to mark zuckerberg and the meta board urging them to tighten their belt and sharpen their inv | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "meta's pe ratio has fallen from 23x to 12x", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "Bill | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "zuckerberg has these super shares like he his zuckerberg's like great great great grandchildren are gonna control this | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "Meta has drifted into the land of excess too many people too many ideas too little urgency... This lack of focus and f | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "We believe in this team... We know meta has more reach more relevance and more incredible opportunities for growth tha | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "it's a lot of capex and it's probably largely unnecessary... maybe it's unnecessary to do that... it would be better t | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "the fact that it's public... it signals to me frustration that the message was delivered at the clan bank, the message | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "Than a company that does not have financial discipline. We better own apple better own tesla better own uber better ow | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "If you look at this chart, you'll see metas revenue versus total operating expenses and You know in a tech company the | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "One more dollar in advertising revenue. You shouldn't see a full dollar in expense. You might see 10 cents or five cen | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "In other words for every dollar google spends they make more than three for every dollar Facebook is making they're ma | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "investment in VR, you know, you'd be concerned now I can see this too is if you as a shareholder want to bet on the fu | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "You have to invest in the future planet. It's a virtual thing a whole new entire world Universe even it costs money yo | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "I do think directionally i've heard the same thing from my startups Uh, and so field report is startups who were spend | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "So they're I mean, I this would be as if google if this if google's making 2x more that means google would be spending | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "You know, what's bonkers about this is that we're actually talking about alphabet like we're being snotty here But it | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "Which is why you know brad is, you know, I guess probably at his wits end I think you know the next thing is he just h | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJMYDVXH92J8XX0NJMP5V9", "signals": [{"quote": "I think that like this is I think so too. I don't think this letter gets him anywhere", "stance": "bearish", "signal_c | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQN87C0R0PVRVMDS8BHSZ6", "signals": [{"quote": "facebook has a narrative problem the best thing they could do is get him the hell away from this totally put somebody | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQN87C0R0PVRVMDS8BHSZ6", "signals": [{"quote": "specifically even from a public shareholder perspective because if that's all you see is him just only caring about th | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "a movie. It's like, what do you even say when that's the headline? Like we have arrived in the future. And it is exact | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "Those are some similar looking horns. And again, they, they look like they're perfectly in sync. So this is something | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "it turns out meta, FKA, Facebook, really don't like this, but meta's got some dope stuff going on with regard to AI.", | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "And so heavily investing in this.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Jason Calacani | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "it seems like meta is hiring a lot of people, a lot of PhDs.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "These people are really building the future over there.", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "They just spun out this thing called PyTorch, which is like a Python framework for artificial intelligence that I thin | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "And the top individual at the Facebook AI is leaving to go run this foundation. So it's kind of interesting what's goi | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "And this is why he does not care if you make fun of his big doe princess eyes in version one of the metaverse. And, yo | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "there's so much ill will, okay, so much ill will toward meta that the responses are basically just like, no, thank you | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "meta has announced evidently a hiring freeze warning, but is warning now of a restructure.", "stance": "neutral", "sig | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "the real test was going to be, will it be an absolute bloodbath in the ad market at Google and Facebook? And it seems | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "this is just destroying morale internally. And you got to think at Facebook, your options are worth what are we at hal | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRY3SJECM7Y2NZ3PJCHKA42", "signals": [{"quote": "So Zuck's layoffs are coming.", "stance": "bearish", "signal_class": "prediction", "speaker_name": "Jason Calacanis", | observed | artifact ↗ | 2022-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS494CPQ5B9EYKR1MEZRQ21", "signals": [{"quote": "Some internal meta documents were leaked to the Wall Street Journal. And they showed that Instagram's efforts to mimic | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS494CPQ5B9EYKR1MEZRQ21", "signals": [{"quote": "which sounds like a lot until I tell you that users cumulatively spend 197 million hours a day watching TikTok.", "sta | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS494CPQ5B9EYKR1MEZRQ21", "signals": [{"quote": "Only 20% of Meta's 11 million us creators post reels at all. And a third of the reels videos that are created were cre | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS494CPQ5B9EYKR1MEZRQ21", "signals": [{"quote": "it's a long game and TikTok might get banned. And every time that Meta has introduced something that sure, it's got sl | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS494CPQ5B9EYKR1MEZRQ21", "signals": [{"quote": "the pivot to reels is going slowly.", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_01", | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSTM8AJ045P79DFP9DARYJY", "signals": [{"quote": "if we ban TikTok, one, we'll be doing it at the behest of Mark Zuckerberg, and I do have a problem with that.", "stanc | observed | artifact ↗ | 2022-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSTM8AJ045P79DFP9DARYJY", "signals": [{"quote": "I detest Zuckerberg's behavior and everything he stands for. And I find myself supporting him in this regard.", "stanc | observed | artifact ↗ | 2022-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVXP64GWFSBR66RG68WTZA", "signals": [{"quote": "i just have zero interest in doing anything in the metaverse and nobody i know does", "stance": "bearish", "signal_cla | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVXP64GWFSBR66RG68WTZA", "signals": [{"quote": "you buy it you're like oh my this is incredible and then it's goodbye this thing is sitting in the garage", "stance": | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT16JEEW90SQ55G14H4KA5M", "signals": [{"quote": "Sheryl Sandberg left Facebook. I think maybe that's part of it. Don't want to deal with this regulation coming.", "sta | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT16JEEW90SQ55G14H4KA5M", "signals": [{"quote": "I was just thinking like, what if they forced Facebook to make the stickers and the widgets open, or they forced them | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT8XRRF3N7DVR98E87DR57M", "signals": [{"quote": "when I see this blatant behavior over and over, it makes me wonder if one of the core tests of a monopoly is how much | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMCYMNYY18P9TWAN369K6Z", "signals": [{"quote": "both the people one vc one wall street analyst on our show both of them said value stock it isn't that such an indigni | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMCYMNYY18P9TWAN369K6Z", "signals": [{"quote": "can you say that about facebook i mean they tried right to make a phone not really are they they haven't made their ow | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMCYMNYY18P9TWAN369K6Z", "signals": [{"quote": "it is executed properly by meta it's five to ten years out right like the the idea of completing this vision in under | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMCYMNYY18P9TWAN369K6Z", "signals": [{"quote": "makes a lot of money and then meta is out here and facebook remains a money printing machine what are its margins like | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMCYMNYY18P9TWAN369K6Z", "signals": [{"quote": "telling this like crazy story about a thing that's 10 years away hold on hold on is there anything that doesn't sugges | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR387Q1BBWSM2FFSSQ2H4E", "signals": [{"quote": "Meta Chief Operating Officer Sheryl Sandberg, she the architect of the business model and all of the good and ill that | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR387Q1BBWSM2FFSSQ2H4E", "signals": [{"quote": "Cheryl is an extraordinary executive who helped build Google's ad business and then built Facebook's. And those are th | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR387Q1BBWSM2FFSSQ2H4E", "signals": [{"quote": "its ability to, uh, really handle disinformation, election fraud, all of these things was clearly suboptimal and bad." | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR387Q1BBWSM2FFSSQ2H4E", "signals": [{"quote": "I think Zuckerberg's decision-making is horrible. And he made decisions to grow the business.", "stance": "bearish", " | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "Meta actually now plans to double that number. She's doubling the scoop and release four headsets by 2024.", "stance": | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "that's quite an ambitious timeline because they want to essentially release a sort of high-end product followed by a m | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "According to my reporting, um, sources said it would be around $7.99, but a meta spokesperson said, and this is in the | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "the main selling point of this device is that it, um, has full color pass through. So you're able to, um, you know, pa | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "it's being marketed or pitched by Facebook as a device for the future of work. Mark Zuckerberg spoke about this and ea | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "the business model is around, um, they take a, they take a cut from the app store and they might build out an advertis | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "this question of ecosystem though, does harken back to the reporting that suggested that meta is gonna take a 47% cut | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "you're gonna pop up Chrome windows. And when you look around, you'll have a multi monitor setup. And if you're at a ca | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "there's been a lot of dunking on Zuckerberg for this very boring vision of the metaverse. It's all about work, but it | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "He's been obsessed with Microsoft since he was a kid. I mean, he, he basically modeled his entire career on, um, Bill | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "Think about the like devices that we use and how much they hurt our body. I'm so ready to get rid of my phone. I reall | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "the prices have come down enough, the technology is getting there, the platform is, you know, you have some user base. | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "Our node is are saying they think that this seems really aggressive 2024 for a release of a device like this. But I do | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "I think the timeline is ambitious. And I think we've seen from Facebook that these timelines are sometimes not met.", | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "the reality is, building hardware products is extremely complicated.", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "the timelines on their other devices, the AR glasses that Alex reported on, the smartwatch that they're developing, th | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "they don't proactively come to me with these stories. They're not saying, Hey, write a story about the roadmap, right? | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "I think there is a lot of attention on this division. Um, it's, you know, more than 10,000 people I believe are in a w | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV3ZVKK53H5YE36NXSXD52Y", "signals": [{"quote": "I think Apple is very formidable. No one's going to dispute that, right? I mean, they've, they've done amazing stuff a | observed | artifact ↗ | 2022-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "Meta stock up 14% in after hours trading.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKE | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "Evidently, the expectations were super low because everyone hates them. But I also have to wonder if some of the news | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "But I mean, the, here's the thing about Facebook, the expectations were incredibly low. 7% year over year means the bu | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "So, and they're also pouring money into this, um, you know, into the headsets and everything like that. So maybe peopl | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "It's PE is 12.7 right now. So that makes them a really good deal. I know.", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "You may want to hold your nose and just buy it. Uh, it's buying a tobacco company and lots of different, that's a very | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV71N0N2DZQ3CJVE12395H4", "signals": [{"quote": "I knew people who, you know, were climate folks and, you know, obviously did not believe in cancer, kind of hard to be | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "they're committing to three generations up front starting in 2024 through really the end of the decade. But the first | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "the specs are cool. They have custom, fully custom silicone waveguides, full color AR pretty wide field of view for AR | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Zuck is kind of in the mindset of your margin is my opportunity. So he's looking to subsidize this hardware, like the | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, he wants | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "And meta has its own version of what Apple is doing high end mixed reality called Cambria coming this year. And they'r | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "So everything meta is doing is in response to what they think Apple's going to do.", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "meta is scooping up talent from Apple and others. And there's been reports about Apple doling out additional grants to | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Zuckerberg has a lot of ego wrapped up in this and a lot of hope to not only beat Apple, but to sort of like recast Me | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "18,000 up from 10,000 last year. 18,000 losing 10 billion a year.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "They have semiconductor fabs in Asia. They have hundreds of people working on custom silicone,", "stance": "neutral", | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "In 2019, they bought this neural armband company called Control Labs for about a billion dollars.", "stance": "neutral | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Meta's releasing a smartwatch, by the way, as soon as this year that will then tie up with the glasses, where you can | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "someone pretty senior on it was like, you know, if this thing works at scale, everything else doesn't need to matter. | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "I see this playing out like iOS and Android. And I see at the current state of things, Facebook meta being the Android | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "meta is hiring the best across everything, across optics, across thermal. They're hiring Apple supply chain people. Th | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "I think Zuck sees this as like, I've got to get out of the thumb of Facebook and Google on mobile. I've got to make my | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "the people that he's put in charge are the people who have been at Facebook for 10 plus years. So all the key leads on | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "He's a great chess player. Yeah. Yeah. And buying this armband company for a billion dollars pre-launch when it was li | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "For sure he's a great competitor. I would say great competitor.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "If it works, it's, it'll be big, but you're right. The bird, the boats are burned. The boats are burned.", "stance": " | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Microsoft, well, all their senior HoloLens people have gone to Meta. I see every week.", "stance": "neutral", "signal_ | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "They're going to want to work at Apple or meta. I think those are the only two meaningful players in the near term.", | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Quest sold more units last year than Xbox.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Alex | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "I think once Roblox or like the horizon thing, which was like their version of Roblox really takes off.", "stance": "b | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "And they're very paying attention to how Meta is doing it.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be having | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "And then when Apple comes out, everyone's like, okay, no, this is not just like Zuckerberg's like obsession with build | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "Next one is going to have eye tracking. So like your avatar will literally respond as your face is moving, which is go | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "It goes up one more jump. Yeah. And audio, all that stuff's just going to keep getting better very quickly.", "stance" | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCQ6FE76V17NR0SV6AV704", "signals": [{"quote": "the best talent is not going to work, want to work at a, at a private startup like that. They're going to want to work | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "Facebook hired a GOP public relations firm to trash TikTok.", "stance": "bearish", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "We're not buying what you're selling. It's still Facebook. It's still loathsome.", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "somebody posted this insane list of like fake TikTok trends to a parent's Facebook group. It went viral actually on Fa | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "Facebook stoking those fears, you know, taking this dubious trend story in one market and trying to replicate it acros | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "Targeted Victory has actually worked with Facebook for a while. They helped orchestrate that meeting between a bunch o | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "They're using this Republican firm... to court Republican lawmakers... using this really inflammatory language and see | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "Yes. And also Facebook is programming the out of us and given Facebook's close connections to, for example, you know, | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "Actually, like somehow this Facebook scandal story has turned into a bad Tik TOK story, but like, whoa, whoa, whoa. Ev | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "You're saying meta in a way is if you ban tick tock, Facebook gets the business. We're actually handing it to Facebook | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVMK2FQ3TNHZT5FJ0WDEB6F", "signals": [{"quote": "I don't think Facebook is great at sort of mitigating this type of harm either.", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2022-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW4DWMNGG7QA78K93BNS1G5", "signals": [{"quote": "the big platforms, tick tock, meta, YouTube, all three of those companies have restricted access to Kremlin backed sit | observed | artifact ↗ | 2022-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW4DWMNGG7QA78K93BNS1G5", "signals": [{"quote": "I think kudos to YouTube, Facebook and tick tock, I'm not going to call it meta. It's just silly, but no,", "stance": | observed | artifact ↗ | 2022-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCHQ39VQQ0RYDG5GPVY4P1", "signals": [{"quote": "Zuck has super-duper crazy voting shares, so the board is a formality at best. He can do whatever he wants, for better | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCHQ39VQQ0RYDG5GPVY4P1", "signals": [{"quote": "I wouldn't be surprised if Zuckerberg said, hey, not a bad time for you to leave.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCHQ39VQQ0RYDG5GPVY4P1", "signals": [{"quote": "Basically, I can't believe Andreessen stand on the board after this, but here's the story", "stance": "bearish", "sign | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCHQ39VQQ0RYDG5GPVY4P1", "signals": [{"quote": "Facebook shareholders, suing the company, alleged that Andreessen, an independent board member, haha, independent, rep | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCHQ39VQQ0RYDG5GPVY4P1", "signals": [{"quote": "Zuckerberg's idea was I'm going to bring you free internet, like very low speed internet. Oh, by the way, you can get | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "facebook or you know meta warning about how they're going to have to pull their services out of europe due to privacy | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "meta is now warning shareholders and the sec that they might just have to stop doing business in the european union", | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "so facebook is in a doubly weak position here one is sentiment like there are plenty of european users who given this | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "straight up lie about their metrics so all these so even though facebook and google have the lion share of digital adv | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "get your get your sundar here there you go yeah so she is currently coo so she becomes president and you bring in a ne | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWD1PFESYK7S1JSB0TGRN45", "signals": [{"quote": "architected both ad networks yeah yeah all right it might work for her to stay but not be ceo", "stance": "mixed", "si | observed | artifact ↗ | 2022-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "that company named itself meta in a kind of embarrassing for all of us attempt to outrun all of those issues", "stance | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "they projected a 10 billion dollar loss of revenue from apple's privacy features and for the first time negative user | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "metaverse is at best a 10-year bet the headsets themselves are churning users right now as you have talked about on th | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "i really do think that from a pr perspective changing your name is usually a sign of desperation", "stance": "bearish" | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "i wonder if blaming apple isn't also cover for the fact that facebook is running into all these other headwinds real h | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "is that negative user growth quarter over quarter", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "i think that bad karma has built up to the point which people don't want to work for the company", "stance": "bearish" | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "at a certain point people stop rooting for you and they want to see your demise", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "owning the shares are like you know what i have other places i could put my money and i don't want to believe that the | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "10 billion loss billion dollar loss of revenue because of apple's privacy features", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "he just pushed the button and nuked 10 billion dollars in revenue for facebook", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "this is one of the most hardcore hits i've ever seen in business i'm trying to think the only other thing i can think | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "it affects the entire digital ad industry like every article in every digital ad publication right now trade pub is li | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "whatsapp and avoid this problem yeah totally now i think is when we are going to find out you know because there is th | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "basically like saying you work at a cigarette company it's like you work at jewel or you work in tobacco", "stance": " | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWF4HADHDN9Q6VZA7YDHY5X", "signals": [{"quote": "the median tenure of employees at this point at facebook appears to be about 1.8 years", "stance": "bearish", "signal_ | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMVD2P6YA1JBH9CQV2PC0R", "signals": [{"quote": "I think Apple will be number one in AR glasses. I think it'll take them a while to get there. I think meta will probab | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMVD2P6YA1JBH9CQV2PC0R", "signals": [{"quote": "I would close by saying I really do believe Apple versus meta is the next Apple versus Google.", "stance": "bullish", | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMVD2P6YA1JBH9CQV2PC0R", "signals": [{"quote": "I would maybe flip it a little bit and say meta and then Microsoft.", "stance": "bullish", "signal_class": "prediction | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMVD2P6YA1JBH9CQV2PC0R", "signals": [{"quote": "I think Apple is going to dominate this. I think meta is like, I think they're fighting too many wars on too many fron | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "people who i know who buy oculus especially people who are into video games like hardcore pc gamers console gamers the | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "the oculus is so complicated and um i don't like not being able to see the real world i'm not a fan of vr exactly but | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "what we found is that our numbers show that a a strong portion of our players who do play and and get past a certain p | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "i think if you go in with an open mind and you try a bunch of experiences i think if you try enough experiences i bet | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "the power of the quest is somewhat limited but it's pretty impressive", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "hardly anyone has the budget to really push it because the size of the market just isn't there yet to justify spending | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "once vr transitions to be how you interact with your computer let's say right so when i'm working on my computer i loo | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "technically the quest has ar in it right you have that pass-through mode where you can kind of lay out your guardian a | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "when you look at a company like facebook and they built they were basically took the open web and closed it now they'r | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXCR09DRXV7MKS939Y7K8K1", "signals": [{"quote": "there doesn't seem to be an open standard for vr so as a developer you're making for the oculus you're already locked | observed | artifact ↗ | 2021-11-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "the company is all in on virtual reality and augmented reality", "stance": "neutral", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "vr is oppressive you know these things over your face are heavy not being able to see the real world sucks it's a very | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "i believe that vr is appealing to no more than 10 percent of consumers and i think ar will be appealing to 90 of consu | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "another great job of zuckerberg stealing other people's ideas those glasses that just simply record that's a just a sm | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "there's a long way to go probably five years of miniaturization perhaps 10 for you to have sunglasses that would be ch | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "population one is a thrilling battle royale that is only possible in vr since its launch at connect last year it has b | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "this is one of the all-time greats and we've been working for years to bring it to quest i'm excited to announce that | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "it's a terrible decision for any developer to go to work for zuckerberg as opposed to an open metaverse project", "sta | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "you literally have them saying that we care about privacy and they've done nothing to protect people's privacy over th | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "so here is a 65 second clip of zuckerberg realizing that he is going to get sued all over again and nobody trusts him | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "zuckerberg oculus never should have sold to them that gave them a big head start and nobody should join this use it an | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "apple will get there first i hope we can only hope that they get there", "stance": "bearish", "signal_class": "predict | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "what the big tech companies have learned is own the hardware and own the whole experience ... so when you see somebody | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "they're going to have a workaround between business accounts and ar accounts because they learned from their uh steali | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGFPTXDGBWC5DVZYST0GDQ", "signals": [{"quote": "this is one of the most profound and approachable articulations of how the metaverse might possibly come together ... | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Y05MBFF1GB61ZRWECQC70", "signals": [{"quote": "Zuckerberg and his family will control Meta and their billions of users for all eternity. That's the company that you | observed | artifact ↗ | 2025-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Y05MBFF1GB61ZRWECQC70", "signals": [{"quote": "This is the one company that challenges Meta's supremacy and will continue to do so. YouTube would be the other, right | observed | artifact ↗ | 2025-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Y05MBFF1GB61ZRWECQC70", "signals": [{"quote": "The big loser in all of this is Zuckerberg. Zuckerberg now has a viable, scary competitor. And the competitor known as | observed | artifact ↗ | 2025-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Y05MBFF1GB61ZRWECQC70", "signals": [{"quote": "major players like Alphabet, Microsoft and Meta are expanding their footprints in the region. And the reason for that | observed | artifact ↗ | 2025-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "Meta's AI Glasses. This is the thing we've talked about on the show quite a lot, Jason. Just to remind everybody, they | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "But Jason, I think the big news this week is that they've put out new glasses that have a screen built in. A pretty la | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "This is, I think, what everybody wants, I'll be honest. And this is what Google Glass was 10, 15 years ago. And they g | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "Zuckerberg did after buying Oculus, which is, you know, I don't want to say it's a flop, but, you know, it never hit t | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "But it is a, this is a vision that is both disturbing and awesome, because when you're walking down the street to not | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "Putting the privacy element of this aside, having a wearable that can tell what your fingers are doing by tracking you | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "I think since Zuckerberg did it in a way to foster the covert recording, he put a very low LED light. And I think he d | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "I'm really excited by it. I share all your privacy concerns with these new meta Ray-Ban displays. By the way, 800 buck | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "Yeah, I think it's an enormous step forward. So it does have to use your phone as kind of a base, but you don't have t | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "And I think on the privacy front, they're doing some intelligent things. So if you try to cover up the light that disp | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "The thing is, though, I agree that society is just not here yet. I don't think we're going to have these be in regular | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "It's better than I expected. Yeah, that's a great price for that much product, but continue.", "stance": "bullish", "s | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "I think they also have a branding problem at Meta because these are the Meta Ray-Band somethings, Meta Ray-Band displa | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "Meta is not amazing at naming things. They've kept Instagram's name. I think that's the best choice they've made. I me | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "I feel like Meta did this to keep people in there and I guess spectacles to a certain extent to keep people into their | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "These are 800 bucks from Meta and up for the bracelet and glasses.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YA1J8MY7NP7VK9Q5BKV6Q", "signals": [{"quote": "It's producer Claude is telling us Meta bought a minority stake in Ray-Band's pairing company.", "stance": "neutral", | observed | artifact ↗ | 2025-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062R22FXQ4AZ56WJB7479YQ", "signals": [{"quote": "Meta, which is spending tens of billions as well, and doesn't have its own in-house chip division the same way that Al | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0642YCFR7M8EZXNM6B5V85P", "signals": [{"quote": "reuters got its hands on an internal meta document that set policies for what is and is not acceptable when it comes t | observed | artifact ↗ | 2025-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0642YCFR7M8EZXNM6B5V85P", "signals": [{"quote": "we have two senators in the gop demanding that meta be investigated over this and finally meta did say after reuters a | observed | artifact ↗ | 2025-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0642YCFR7M8EZXNM6B5V85P", "signals": [{"quote": "the people at meta have never found a decision to make regarding children where they didn't make the wrong decision th | observed | artifact ↗ | 2025-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0642YCFR7M8EZXNM6B5V85P", "signals": [{"quote": "whatever's happened at meta has metastasized to the point where zuckerberg does not have anybody around him telling th | observed | artifact ↗ | 2025-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0642YCFR7M8EZXNM6B5V85P", "signals": [{"quote": "meta's actions backing up your previous point are going to drive more regulation especially around age verification an | observed | artifact ↗ | 2025-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064H7JSKXXBHKQH6R2DATHP", "signals": [{"quote": "that company is crushing it, his company, that they do surveillance of people as a default to serve up ads, that he's | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0651R1V679QZREQR97X26AX", "signals": [{"quote": "they're losing a lot of people to meta and the interesting like we have I think we have this at a later story we're no | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0651R1V679QZREQR97X26AX", "signals": [{"quote": "offers from Mark Zuckerberg whereas Apple's sort of bleeding out.", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0651R1V679QZREQR97X26AX", "signals": [{"quote": "what Zuckerberg really did by poaching all those open AI people is all of their innovations or their strategies their | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065CQ993Q7QTS1ZEGT1PYGF", "signals": [{"quote": "we did find a total of 51 people that are now working at meta's asi team", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2025-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065CQ993Q7QTS1ZEGT1PYGF", "signals": [{"quote": "when you look at the advanced degree almost all of them have phds which is which is in purple that's what makes this c | observed | artifact ↗ | 2025-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065Y3Q5GHC7X4P2B8TN2SF4", "signals": [{"quote": "We've talked a lot about Meta's AI hiring spree. Jason, we've talked about this on the show several times, and I was t | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065Y3Q5GHC7X4P2B8TN2SF4", "signals": [{"quote": "I think you could look at that as the foundation of the investment. Yeah, like that is the backstop of the investment. | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065Y3Q5GHC7X4P2B8TN2SF4", "signals": [{"quote": "What would it take in terms of the number of months and what skill, what assignment would you give somebody? They're g | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065Y3Q5GHC7X4P2B8TN2SF4", "signals": [{"quote": "That is an enormous, almost throwaway claim from the meta CEO because it implies, Jason, that soon we won't just be de | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065Y3Q5GHC7X4P2B8TN2SF4", "signals": [{"quote": "I think the most exciting thing this year is that we're starting to see early glimpses of self-improvement with the mo | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066K4VZSEB5TDMPTTYASXX3", "signals": [{"quote": "Then this year, we saw Meta and Scale AI. This was kind of the weird one, $14.8 billion, but they bought a stake in th | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066K4VZSEB5TDMPTTYASXX3", "signals": [{"quote": "Meta has pretty publicly stumbled with its LLAMA 4 release and everyone kind of went back to thinking that we're going | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066K4VZSEB5TDMPTTYASXX3", "signals": [{"quote": "deep seek and meta have no chance", "stance": "bearish", "signal_class": "prediction", "speaker_name": "SPEAKER_93", " | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068CJDH6Y2DT89NRYEY626G", "signals": [{"quote": "Meta's AI gets a ton of use because it's baked into Instagram and Facebook", "stance": "bullish", "signal_class": "fac | observed | artifact ↗ | 2025-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068CJDH6Y2DT89NRYEY626G", "signals": [{"quote": "startups are working to fill the gap that Scale AI's exit to meta may have formed", "stance": "neutral", "signal_class | observed | artifact ↗ | 2025-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068CJDH6Y2DT89NRYEY626G", "signals": [{"quote": "Meta and scale AI have come to a 14, $15 billion deal. That investment threw an enormous amount of light onto the real | observed | artifact ↗ | 2025-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "Meta's enormous AI push is now really impacting the startup world. Recall Jason, that they are trying to build a new s | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "If you go pull up the Facebook market cap and their cash hoard, just generally speaking, broad numbers, and then you p | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "The market cap of this prize, if it's $10 trillion, has the ability to double or triple your market cap, if you were t | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "I think he would be willing to risk easily 20%, 10%, 20% would not even be a scratch, right? It's just like a bruise. | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "In the last quarter, Meta's operating cash flow, Jason, was $24.0 billion, and its free cash flow was $10.3 billion. A | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "Meta wanted to buy it outright. And reporting says that, you know, Ilya said, no, thank you. I'm not interested in tha | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "It was only 1.3 billion in the quarter. But they also rebought $13.4 billion worth of their shares... their free cash | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "That's $350 billion in market cap, 20% of their cash on hand, you know, and cash flow coming, and they could basically | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068TJ79DCTEPA1RF11K7GSV", "signals": [{"quote": "Now, will Zuckerberg ever do that? No, unless they get sued. And that's really what has to happen. Substack needs to s | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "It might be that Zuckerberg is so ambitious that he will keep everybody employed and just make his AI the best one.", | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "Zuckerberg is now taking a meta glasses, you know, metaverse approach to AI, which is I've got the most money and chip | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "He is a complete berserker, like in the category of fighters, he will copy everybody's innovation and laugh while doin | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "he made a mistake meta and VR did not disrupt anything about social media. Zero had zero impact, none. So he made a co | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "I think Facebook's going to do exactly an AI, what they did in social media, which is find their WhatsApp, find their | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06933H3AHB2WEWVE5GQFADV", "signals": [{"quote": "this acquihire of scales founder and some of its technology is going to pretty much kneecap the company.", "stance": " | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "is meta going to just turn that off and just say we're not going to provide that to other people we're just going to u | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "did zuckerberg buy this to kill it", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_00", " | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "don't see here is much from meta in this top list one deep seek you know a little bit from other companies there", "st | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "meta's buying 49 of scale and taking their ceo the last remaining co-founder the interesting kind of second order effe | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "so now the question is is meta going to just turn that off and just say we're not going to provide that to other peopl | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0695WJKQTSS0AWR4K2TQ9MS", "signals": [{"quote": "google did 150 million dollars of business with scale last year they were going to do 200 million this year that's goi | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "I think we'll start to see more purchases in that like 49% that doesn't trigger some of the regulatory pressures... es | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "There is no way that Zuck is going to lose in the battle for AI supremacy. And he is going to find a way to do it. And | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "Meta has had enough money and enough profit to lose tens of billions of dollars on VR and then keep doing that.", "sta | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "We'll also invest in so much in AI. It really speaks to the fundamental strength of the Meta model over the last coupl | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "They've gotten fit. They've gotten fitter... It's gotten more efficient, being more efficient.", "stance": "bullish", | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069PMBF0GY7PSNT9VG3MGSA", "signals": [{"quote": "They have less employees now than they did three or four years ago... And they're growing at 15 percent a year. I mean | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D1PSPVJPE1NBTZSB242SV", "signals": [{"quote": "That would mean Meta and other companies that use these big pirated archives like LibGen, or we talked about The Pile | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D1PSPVJPE1NBTZSB242SV", "signals": [{"quote": "But I'm curious how much heat you think this puts Meta under it? Because famously, they were known to use LibGen for t | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FX4K5J1JGGJ2BNEK7Y1J9", "signals": [{"quote": "We got a bunch of documents shared by the FTC as part of the antitrust case around Meta, which is ongoing right now... | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FX4K5J1JGGJ2BNEK7Y1J9", "signals": [{"quote": "There was also, I saw in my feed that he was commenting, you know, sometimes when you split companies up, they become | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06N8QQFHNY5H20PMY64AGH0", "signals": [{"quote": "their followers engage more with their content because this content is unique so there's a whole formula of downstream | observed | artifact ↗ | 2025-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NJ8W5BXXN74WZMYMKDXSP", "signals": [{"quote": "this is the same company they just pledged 60 to 65 billion dollars in hardware investments this year", "stance": "neu | observed | artifact ↗ | 2025-01-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NVA8RX8EB6XV6DS2QWQJ7", "signals": [{"quote": "I don't think Meta is in any danger of running out of money. They can afford to both invest in AI and reality labs to | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NVA8RX8EB6XV6DS2QWQJ7", "signals": [{"quote": "In 2025, we at Meta, as well as the other companies that are basically working on this, are going to have an AI that c | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "but let's just break it down for people so first of all facebook is moving away from third party fact checkers they ar | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "automation and more moderation thereof haven't worked for facebook and meta the way they wanted them to so they are go | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "zuckerberg really cares about business really cares about winning i believe his primary directive is winning", "stance | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "community notes it's an incredible project... it's actually an open source project... anybody can go take a license to | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "decisions yeah he would change his decisions he cares about winning that's why the number is so big that's why it's 3. | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P74MNA3BTTBMEDH40TX4V", "signals": [{"quote": "3 billion 3.29 billion this is a q3 number and that was a five percent year over year so we'll have to see what it is | observed | artifact ↗ | 2025-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06R10RF4QJ2SX08TH5NKFK6", "signals": [{"quote": "there were some weird caps like you couldn't have 100 million users or something but i think is going based and he loo | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06T8638RMY714XMPHM5N47G", "signals": [{"quote": "so many years ago i was trying to convince uh facebook uh dan rose and and circleberg like you guys need you should la | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WE3A054PE2CQBW6J3WQ7D", "signals": [{"quote": "If you think about how much money is at stake for a company like Meta. Yes. You know, it, if they put the pixels for a | observed | artifact ↗ | 2024-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XKBWT5J7T4WGQ1CCBG8XY", "signals": [{"quote": "We're going to just give a quick shout out to Meta and a couple of demos real quick. And we're going to start with one | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XKBWT5J7T4WGQ1CCBG8XY", "signals": [{"quote": "So it's llama 3.2. It's called vision. And so what you can do is, um, you know, you can give it like a picture of anyt | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YBXK211K1FXD07J1M5650", "signals": [{"quote": "yeah yeah yeah no yeah back in the day he was like literally meeting with phone vendors about a facebook phone and if | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YKZRHCQXJSPC3EWPCV8KR", "signals": [{"quote": "Only two companies they say in the last 20 years have been built that meet that threshold. And they are meta and Uber. | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z2H7942C27Y87N0ZWGQ0D", "signals": [{"quote": "We're already seeing it with llama models, like multi-modal llama models. We're not rolling out in Europe because of t | observed | artifact ↗ | 2024-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z2H7942C27Y87N0ZWGQ0D", "signals": [{"quote": "Meta is, is doing this to enable a developer community. Uh, you know, they're, they're a social platform. They're usin | observed | artifact ↗ | 2024-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z2H7942C27Y87N0ZWGQ0D", "signals": [{"quote": "meta is putting the investments in to make open source catch up.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2024-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZJ53CCT165S1WK0Z8ZNTQ", "signals": [{"quote": "I want a three month mulligan on that question to see how the new Quest 3S headset sells so this is the new meta heads | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZJ53CCT165S1WK0Z8ZNTQ", "signals": [{"quote": "you're going to have to have 50 billion which is what I think met has spent on these things so far and I'm sure that's | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0706MXP3C0JEYDT9E8SB088", "signals": [{"quote": "we went through a couple of decades where we saw over 800 acquisitions by the five big players not a single one of whi | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0706MXP3C0JEYDT9E8SB088", "signals": [{"quote": "hogwash i mean we take 800 acquisitions she mentioned 800 acquisitions can you name the three or four that were the mo | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0721MY6PRXJG8049VGZX45B", "signals": [{"quote": "i think it was best stated by zuck who said you know in the meta earnings i'd rather invest more and then not be late | observed | artifact ↗ | 2024-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0721MY6PRXJG8049VGZX45B", "signals": [{"quote": "some of the meta properties they do call it out now when you upload something and it's ai generated it will detect it | observed | artifact ↗ | 2024-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C6NT5X6J0ZD6413NKNBXG", "signals": [{"quote": "this is great yeah and this is something where i think these guardrails if we're going to start to see the companies a | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C6NT5X6J0ZD6413NKNBXG", "signals": [{"quote": "yeah and exactly and you know make it in the open source letting people understand what went behind it um is is going | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C6NT5X6J0ZD6413NKNBXG", "signals": [{"quote": "meta has open sourced something that many people are leveraging it's called llama guard", "stance": "neutral", "signal | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GKZYMZ8KYFWQCFGVAF7TZ", "signals": [{"quote": "actually meta has released something i'll just pull it up just to to talk about it but called llama guard and uh um an | observed | artifact ↗ | 2024-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VW483A6W3EX5BJ26J8X5T", "signals": [{"quote": "this specifically Lama too, but Sonny sent me another one today, um, are really starting to gain market share amongst | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VW483A6W3EX5BJ26J8X5T", "signals": [{"quote": "and then meta and then Databricks. Uh, and there's another one we'll bring up mistral as well today. Uh, the, these, t | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y7GWCD18SDJBH5T6GZEKK", "signals": [{"quote": "the FTC sued meta and lost over their acquisition of a VR app maker, uh, within unlimited. The FTC argument meta havin | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y7GWCD18SDJBH5T6GZEKK", "signals": [{"quote": "That isn't to say that, that meta and, uh, Google aren't going to have that. Of course they will. And they, um, they h | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ20HH37C7TAWYAHGR8VW8", "signals": [{"quote": "So while it might seem to be, in the short term, not wise to tell your competitors, like Google or Amazon, AWS, they'r | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ20HH37C7TAWYAHGR8VW8", "signals": [{"quote": "So these are some examples where these are fundamental components to the modern internet as we have it today. And, you | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ20HH37C7TAWYAHGR8VW8", "signals": [{"quote": "when it comes to this whole AI revolution, they've been at the core of it and they've been pushing this technology. An | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ20HH37C7TAWYAHGR8VW8", "signals": [{"quote": "Never trust them on APIs, but on infrastructure, they do have a track record. So to be totally fair, I like to call ba | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "there's never been a search engine to speak of, or a search function of the open web, um, in any of these products by | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "Well, now meta is going to have both direct intent and psychographics. This is going to create the greatest threat to | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "That's what's gonna happen here. That's what's gonna happen here with Facebook, you know, and I'm seeing it. It's like | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "This is a game changer.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_156", "speaker_l | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "The J trade's on. I think I might just go in there and just literally sell everything I own in the J trade portfolio a | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "Facebook did have like a little bit more of that, um, shake hands and, you know, go out for dinner kind of approach. A | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "Incredible. Yeah. Somewhere Atari, 80 year old Atari engineers are banging their heads on the wall.", "stance": "bulli | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "If on the meta three llama version release date, the monthly active users of the products or services made available b | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJ75RQBVTWYA7RJ1KDH0F5", "signals": [{"quote": "I mean, this does also, I think, lead us to the discussion we've had many times, which is an organization as big as Fa | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJS8G1HZKEJ0YQ2NYJ4PFB", "signals": [{"quote": "Meta probably has a fear that, or I should say, they see an opportunity having their own chips. What's the opportunity | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJS8G1HZKEJ0YQ2NYJ4PFB", "signals": [{"quote": "And, you know, if you look at something like Facebook, they have really pushed open source hardware, commodity hardwar | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJS8G1HZKEJ0YQ2NYJ4PFB", "signals": [{"quote": "So they, they, they've pushed very hard for decades now on just making servers, commodities, data centers, commodities | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJS8G1HZKEJ0YQ2NYJ4PFB", "signals": [{"quote": "They don't care about the hardware being commoditized. That's better for them. Now, Nvidia may care very much. Rock ma | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
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signal.commentary | {"context": null, "run_ref": "01M0AP2MFMZK7V7EDH6BFB5B8S", "signals": [{"quote": "next week meta is adding ai to those smart glasses", "stance": "neutral", "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATJ340CT3JH51J7SS6H4SB", "signals": [{"quote": "watching some of the large companies now embrace GLM five, two and Zuckerberg, which we'll get to in a moment, releasi | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATJ340CT3JH51J7SS6H4SB", "signals": [{"quote": "But we want to create a decentralized empowering outcome for individuals. And I think that's the side that Zuck is on. | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
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signal.commentary | {"context": null, "run_ref": "01M0ATJ340CT3JH51J7SS6H4SB", "signals": [{"quote": "Well, I have a message for him, which is Zuckerberg, please explain how this concept is compatible with the fact that | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATJ340CT3JH51J7SS6H4SB", "signals": [{"quote": "Mark Zuckerberg has super voting stock. He's never going to be, you know, thrown out of out of meta.", "stance": "neut | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATJ340CT3JH51J7SS6H4SB", "signals": [{"quote": "And it would have been so great if he had done that with teenage girls and the impact of social media on kids and addi | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATYSV8XYJJVH7S65QZJREM", "signals": [{"quote": "This would have been amazing before he launched Instagram, made it super addicting and caused young girls on the platf | observed | artifact ↗ | 2026-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVVADK1Z8DVA6FRSK9HCNQ", "signals": [{"quote": "Look at what's happening to Meta right now. They're getting sued because supposedly their product led to social media | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XJ6R2HAJTJRBYVBBTZGW2", "signals": [{"quote": "These folks are now the worst possible spokespeople for AI. Eighty percent of Americans hate this. And if this keeps u | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XJ6R2HAJTJRBYVBBTZGW2", "signals": [{"quote": "Congratulations to the team at Anthropic and OpenAI. You have succeeded in scaring the bejesus out of Americans. They' | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XJ6R2HAJTJRBYVBBTZGW2", "signals": [{"quote": "You're going to have a huge IPO because who in their right mind would not buy the company that's, you know, got a 90% | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XJ6R2HAJTJRBYVBBTZGW2", "signals": [{"quote": "And a 10% chance of the world exploding, well, then money has no purpose.", "stance": "neutral", "confidence": 0.7, "s | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XJ6R2HAJTJRBYVBBTZGW2", "signals": [{"quote": "So congratulations on a PR strategy that is either brilliant or insane, and you're all suffering from psychosis.", "st | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
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