https://minutesof.com/on/meta/ Everyone on the record about meta: 28 verbatim quotes from 4 people, January 2023 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:05 +0000 https://minutesof.com/q/a57f7628-9d01-45ea-854c-c064550bc8ee/ https://minutesof.com/q/a57f7628-9d01-45ea-854c-c064550bc8ee/ “So why wouldn't interest rates Yep. For Amazon go from, you know, from where they are today? I think Meta pay okay, let's like so this is going be extremely lived out.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 meta https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ “What it was is they saw SpaceX have a big installed base of compute and sell some big trading optimized clusters into the market at a truly massive premium to these contracted rates.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 meta https://minutesof.com/q/62d3c27a-e0f7-44ff-9a12-fbfb31165699/ https://minutesof.com/q/62d3c27a-e0f7-44ff-9a12-fbfb31165699/ “There's there's quite a bit of, public customer traction, Meta, Oracle for OpenAI, and there's many other customers who are who are looking to adopt it.” — Dylan Patel, Supermicro Wed, 15 Jul 2026 00:08:28 +0000 meta https://minutesof.com/q/d22ded74-0a82-4ccb-b2a1-0abee1378bda/ https://minutesof.com/q/d22ded74-0a82-4ccb-b2a1-0abee1378bda/ “Even though it's terrible on a TCO basis, they were able to get, you know, 10% more GPUs in, and it's great. And Meta has done similar.” — Dylan Patel, Open Compute Project Thu, 23 Oct 2025 06:01:45 +0000 meta https://minutesof.com/q/cd293f6c-b4a7-4beb-898b-e518bc330e72/ https://minutesof.com/q/cd293f6c-b4a7-4beb-898b-e518bc330e72/ “Meta agreed to pay for the failure of debt on a facility where they don't own the debt. You know? And to me, that's classic off balance sheet financing.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 meta https://minutesof.com/q/58feca5e-d55d-4e54-b391-6299edb91e6d/ https://minutesof.com/q/58feca5e-d55d-4e54-b391-6299edb91e6d/ “Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.” — Dylan Patel, Together AI Fri, 03 Oct 2025 20:23:30 +0000 meta 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.” — Brad Gerstner, Khosla Ventures Wed, 10 Sep 2025 22:51:48 +0000 meta https://minutesof.com/q/9d270451-5810-4a8b-88be-ef972643dcfc/ https://minutesof.com/q/9d270451-5810-4a8b-88be-ef972643dcfc/ “the new the new Trump, you know, tax bill institutes something really incredible, which is that you can depreciate all of the GPU cluster cost in year one, which we put out, like, a note about how, like, the tax implications to, like, meta are, like, $10,000,000,000 a year. And across each of the major hyperscalers, it's, like, massive.” — Dylan Patel, a16z Mon, 18 Aug 2025 18:26:43 +0000 meta https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ “Meta is literally building these, like, temporary, like, tent structures to put GPUs in because building the building takes too long, and it takes too much labor, as you mentioned labor.” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 meta https://minutesof.com/q/622a3afb-844b-45b2-afe4-3976cf946d69/ https://minutesof.com/q/622a3afb-844b-45b2-afe4-3976cf946d69/ “I've heard a number for someone over 1,000,000,000 actually, for one person at OpenAI. But anyways, you know, it's a ridiculous amount of money,” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 meta https://minutesof.com/q/6cadac54-f54f-42a8-b1ad-6eb1de375fd1/ https://minutesof.com/q/6cadac54-f54f-42a8-b1ad-6eb1de375fd1/ “And you said $100,000,000 I've heard a number for someone over 1,000,000,000 actually, for one person at OpenAI. But anyways, you know, it's a ridiculous amount of money,” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 meta https://minutesof.com/q/b7b6c883-2efe-4bf7-8a6c-bee2be63fcd9/ https://minutesof.com/q/b7b6c883-2efe-4bf7-8a6c-bee2be63fcd9/ “As far as Sam is saying that no top researchers have gone, I don't believe that's accurate. I initially the top researchers definitely did say no, the best researchers, the best people.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 meta https://minutesof.com/q/3027fb59-b19b-4ed3-8f01-768980525958/ https://minutesof.com/q/3027fb59-b19b-4ed3-8f01-768980525958/ “He was chasing like AI is good and great, but like AGI is not a thing that is gonna happen soon. So sort of this is a big shift in strategy” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 meta https://minutesof.com/q/d8c531cb-5cc2-4ab8-b1ae-b23a834b6b94/ https://minutesof.com/q/d8c531cb-5cc2-4ab8-b1ae-b23a834b6b94/ “And and each expert learns its own independent things and it's like really not something observable by people. But what you can see is tokens when which experts do they route to?” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 meta https://minutesof.com/q/0915bf55-0e5e-4785-9ef6-bc14134d0999/ https://minutesof.com/q/0915bf55-0e5e-4785-9ef6-bc14134d0999/ “Meta has done this interesting structured deal, they're buying 49% of the company, they're paying a $30,000,000,000 valuation so they're paying effectively 15,000,000,000, they're avoiding regulatory scrutiny, the CEO of scale is going to help lead efforts at Meta.” — Bill Gurley, BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 meta https://minutesof.com/q/ca383355-8cf6-4301-8b4c-28ca79458cd8/ https://minutesof.com/q/ca383355-8cf6-4301-8b4c-28ca79458cd8/ “And Meta's Meta's gonna release their new llama soon enough. Right? And that one is gonna be, you know, a similar level of cost decrease,” — Dylan Patel, Alex Kantrowitz Wed, 23 Apr 2025 16:30:06 +0000 meta https://minutesof.com/q/b2067a77-745f-4781-85ef-e564cdd0a8f8/ https://minutesof.com/q/b2067a77-745f-4781-85ef-e564cdd0a8f8/ “Meta, they accidentally open sourced this code. It's literally called PowerPlant node blowup. It's a flag.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 meta https://minutesof.com/q/1a3c7d28-5482-493f-b526-9c7b3c87b9ca/ https://minutesof.com/q/1a3c7d28-5482-493f-b526-9c7b3c87b9ca/ “If you're a closed model company, the question first is, okay, I'm going to have to compete and keep up with this frontier level competition. That's hard enough. It takes a lot of resources.” — Bill Gurley, BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 meta https://minutesof.com/q/b7fd7c09-01f2-4d6c-8773-9ce75f450166/ https://minutesof.com/q/b7fd7c09-01f2-4d6c-8773-9ce75f450166/ “In two years, that company has gone from $22,000,000,000 in net income to $55,000,000,000 in net income. They've reduced their headcount from 85,000 people to 69,000 people.” — Brad Gerstner, BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 meta 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.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta 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.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ “They've nearly tripled their earnings per person working at the company in in over that fifteen month period of time.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta https://minutesof.com/q/06f6f08c-adc3-4fab-9439-ce1f25fd93e6/ https://minutesof.com/q/06f6f08c-adc3-4fab-9439-ce1f25fd93e6/ “When we wrote that letter in q three of twenty two, the head count at this company was 87,000 people. As of this quarter, it was 67,000 people.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 meta 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” — Brad Gerstner, iConnections Wed, 31 Jan 2024 17:38:34 +0000 meta 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.” — Brad Gerstner, CNBC Television Tue, 06 Jun 2023 20:04:18 +0000 meta 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.” — Brad Gerstner, All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 meta https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ “Meta's gonna spend 20,000,000,000 in one year alone on ARVR, and this is on an entire platform. So I I don't know.” — Brad Gerstner, All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 meta https://minutesof.com/q/26d4b192-2680-4555-b3e8-a4c01d36376d/ https://minutesof.com/q/26d4b192-2680-4555-b3e8-a4c01d36376d/ “Wall Street's on my side on this one. I think if they shut down the VR effort, not only will the profitability would soar because they're spending real money, like 5 to 10,000,000,000 a” — Bill Gurley, Tim Ferriss Thu, 26 Jan 2023 19:45:00 +0000 meta