The Minutes of Brad Gerstner on meta https://minutesof.com/brad-gerstner/on/meta/ Everything Brad Gerstner has said on meta: 8 verbatim quotes between March 2023 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner states Meta cut from 87,000 to 62,000 employees and reorganized around AI in February 2023. https://minutesof.com/q/5e9554e4-6f5a-43e6-bd46-d8bb03618654/ https://minutesof.com/q/5e9554e4-6f5a-43e6-bd46-d8bb03618654/ “They went from 87,000 employees to 62,000 employees in October of 'twenty two. They reorganized the company around AI starting in February of 'twenty three.” — Khosla Ventures Wed, 10 Sep 2025 22:51:48 +0000 meta Gerstner claims Meta is the largest AI profit beneficiary in public markets outside NVIDIA. https://minutesof.com/q/aecddc1e-d22c-489b-802a-fea0a969b2d4/ https://minutesof.com/q/aecddc1e-d22c-489b-802a-fea0a969b2d4/ “They are the single largest beneficiary of AI from a profit perspective in the public markets today outside of NVIDIA.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta Gerstner calculates the market assigns negative $120 per share valuation to Reality Labs. https://minutesof.com/q/286e7734-0ac5-4983-b73a-09725cf6a2e0/ https://minutesof.com/q/286e7734-0ac5-4983-b73a-09725cf6a2e0/ “The market's assigning a 20 times multiple to the company. So that's effectively an implied valuation of negative $120 per share for Reality Labs.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta Gerstner reveals Meta was trading at 6x fully taxed earnings at the start of 2023. https://minutesof.com/q/e8218527-2642-44e5-b79d-58d6b8b66ee9/ https://minutesof.com/q/e8218527-2642-44e5-b79d-58d6b8b66ee9/ “Meta was trading at six times fully taxed earnings, right? And so unless you were doing the work” — iConnections Wed, 31 Jan 2024 17:38:34 +0000 meta Gerstner references his letter to Zuckerberg urging AI investment and predicts Meta will be a major AI winner. https://minutesof.com/q/d89ec087-ad84-409f-a893-58b87734a3c8/ https://minutesof.com/q/d89ec087-ad84-409f-a893-58b87734a3c8/ “I said on your program, you know, six or nine months ago, and in my letter to Mark Zuckerberg, I said double down on AI.” — CNBC Television Tue, 06 Jun 2023 20:04:18 +0000 meta Gerstner details ByteDance financials: $120B revenue, $25B profit similar to Meta, US TikTok only $3-4B. https://minutesof.com/q/e2c8167c-e138-4428-85de-bf41d4de25ba/ https://minutesof.com/q/e2c8167c-e138-4428-85de-bf41d4de25ba/ “So a 120,000,000,000 top line. It's also been leaked that in that TikTok is about 14,000,000,000 of that and that US TikTok is 3 to 4,000,000,000.” — All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 meta