The Minutes

Chamath Palihapitiya on

meta

10 entries, 29 May 2026 to 26 Aug 2026

On the recordsourced and dated, oldest first

    1. spoken

      Palihapitiya claims Meta could have stopped at 3,000 employees instead of 90,000 and burning $50B on VR.

      “You could have stopped the company at 3,000 people when I left, and it would not have changed the outcome of that company.”

      29 May 2026 · All-In Podcast · 1:12:47 · source · permalink
    2. spoken

      Palihapitiya says Meta profoundly fumbled opportunity to be third leg of AI stool alongside closed and open source.

      “I mean, they have completely fumbled it. I don't know the organization well enough, nor do I understand the political dynamics to understand why they failed as miserably as they have. But they've profoundly failed.”

      25 Jun 2026 · Axios · 33:03 · source · permalink
    3. posted

      Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now

      “Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging. https://t.co/AIPM6wGzT0”

      6 Aug 2026 · X · source
    4. posted

      Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now

      “Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging. https://t.co/AIPM6wGzT0”

      6 Aug 2026 · X · source
    5. posted

      Palihapitiya notes Zuck never mentions advertising because great engineers want space, search or AI company

      “Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company. https://t.co/ELf6QSgIFk”

      19 Aug 2026 · X · source
    6. posted

      Palihapitiya notes Zuck never mentions advertising because great engineers want space, search or AI company

      “Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company. https://t.co/ELf6QSgIFk”

      19 Aug 2026 · X · source
    7. posted

      Palihapitiya says Meta not seen as advertising company by engineers is why Zuck doesn't mention it

      “@asrrrrrr217 No. That’s the reason he never mentions it.”

      19 Aug 2026 · X · source
    8. posted

      Palihapitiya says Meta not seen as advertising company by engineers is why Zuck doesn't mention it

      “@asrrrrrr217 No. That’s the reason he never mentions it.”

      19 Aug 2026 · X · source
    9. posted

      Palihapitiya praises Meta's 52 AG agreement and calls for TikTok and YouTube to follow

      “This is AWESOME!! More of this…now we need @tiktok_us @YouTube https://t.co/TrG2Bmkftq”

      26 Aug 2026 · X · source
    10. posted

      Palihapitiya praises Meta's 52 AG agreement and calls for TikTok and YouTube to follow

      “This is AWESOME!! More of this…now we need @tiktok_us @YouTube https://t.co/TrG2Bmkftq”

      26 Aug 2026 · X · source

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