Meta ($META) podcast mentions
Per Ticker.id: 435 Meta ($META) mentions across 41 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-11-02.
And the fascinating thing about all of this is that you look at, you know, just this week alone, you know, Meta equity deal oversubscribed, Google or Microsoft bond issuance oversubscribed. And so the argument we've been making is that Capital is not scarce. It's growing more discerning and more expensive. And the question is, is that just the first step towards scarcity, right? Of if, if we find ourselves in a moment where everybody keeps trying to float these deals and one day you'll wake up and be, and the, the, the, the liquidity won't be there, the capital won't be there, then all of a sudden it sparks this, you know, big, huge kind of rethinking about how much you can fund this growth because the, the reality about the forecast into '27 is that the Street now has free cash flow getting even worse in '27 than it was in '26.
Cameron Dawson · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02Venlabs.io/mad. The AI infrastructure stocks are decidedly out of favor after a very tough October. And at this point, the big question investors should be asking is whether this is just a temporary setback on the road to higher levels, a storm that will pass, or if this is the beginning of the end for this theme, the data mall, after we've seen such huge gains over the past 4 years or so? One way we can begin to answer this question is to look at what some of the largest tech companies are saying in their conference calls, chiefly about their capital expenditures or CapEx plans so far this earnings season. See, just a small handful of companies are responsible for the lion's share of the hundreds of billions of dollars that are being invested in new data centers. Really? It's just 5 that matter: Alphabet, Amazon, Microsoft, Meta, and SpaceX. These companies' CapEx spending becomes the revenue for all the various companies that sell into the data center. And, you know, we talk about these all the time.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31And Andy Jassy expects to spend, I'm going to quote, meaningfully more, end quote, in 2027, saying customers begin consuming new capacity almost as quickly as Amazon installs it. Impressive. In other words, there's a good return on the stuff. The AWS cloud business grew 39%. Management expects growth above 40% both in 2027 and 2028. Now that's a powerful argument for investing in more compute. But Amazon's free cash flow was negative $33.5 billion in the quarter. That's the third straight quarter in which cash flow was negative. The customers are there, but so are the bills. The stock was hit hard after hours last night but ended down less than 2% today, much less than the Nasdaq as a whole. More on Amazon later in the show, but I can tell you that I think the market got it wrong by selling the stock. Meta reported last week, and the results actually in retrospect were strong on top and bottom lines. Third quarter revenue was a clear beat and record quarterly figure, but quarterly free cash flow was again negative, $2.1 billion.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31And there's a chart I didn't include, but their total net burn to get there has been like $9 billion or $10 billion. It's just infinitesimally low relative to the market cap. So I thought that they had a lot less cash than this. So when I said they need to raise between $200 to $250 and they need to price closer to a trillion, I was assuming they had $30, $40, $50 billion on the balance sheet. I was wrong. So these guys need to raise between, I would say, $80 to $120 billion to get to that quarter trillion. And I think in order to do that, the price is probably now going to come in between $1. 3 on the low end to 1.7 on the high end. So call 1.5 the midpoint. So if I had to price the IPO, just eyeballing this, I kind of think it'll come in around 1.5 if I had to just kind of guess. And the other thing that I noticed is how much cash Alphabet has and also how much cash Meta does not have. I was shocked to see that Meta had negative $1.2 billion of cash.
Chamath Palihapitiya · All-In with Chamath, Jason, Sacks & Friedberg · Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions · 2026-10-30I'm going to take a look at Meta's numbers right now.
David Friedberg · All-In with Chamath, Jason, Sacks & Friedberg · Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions · 2026-10-30By the way, Meta's net cash is negative 2. It is $80 billion of cash and short terms and $82 billion of debt.
David Friedberg · All-In with Chamath, Jason, Sacks & Friedberg · Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions · 2026-10-30As those numbers swell, The reason they will swell is that they'll have defensible use cases and white papers and analyses that make it very straightforward for a corporate infrastructure to sign off, a multi-person executive team to sign off on a multimillion-dollar spend. So that's an ant risk, and I think that you can price that risk. The second though is what I teased here, which is the risk you cannot price, which is this market risk. The AI complex has gotten so big that it now competes with US Treasuries. Why is that an important thing to note and why does that create market risk? Nick, if you just go back to the last chart, please. So when you look at this, what does it mean for Treasuries having to compete with Facebook and SpaceX and Anthropic and OpenAI for Money. Dollars.
Chamath Palihapitiya · All-In with Chamath, Jason, Sacks & Friedberg · Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions · 2026-10-30Sure. So, I mean, we have just so many of those out on our website. You know, we've got ROI use cases galore and we have customer conferences 3 or 4 a year around the globe where our customers literally stand on stage and talk about, you know, their ROI. And, you know, I think what I would say rather than giving a specific example, so there's a couple areas where there's just obviously low-hanging fruit. One is the conversion APIs that exist in ad tech. So like the Google, Meta, LinkedIn, Reddit, Pinterest, Snapchat, TikTok, they have conversion APIs. And when our customers send data, they connect to those conversion APIs via Tealium. Their conversion rates and their return on ad spend go up on average 25%.
Jeff Lunsford · Eye On A.I. · AI Agents Will Take 50% of Your Traffic — Is Your Data Ready? | Jeff Lunsford, CEO of Tealium · 2026-10-30Yeah, exactly. I mean, it's very interesting because you could look at all the decisions that they've made from the governance structure on down to like the specific things that they're doing. And you could tell a story where it's all about their philosophy. It's all about their fear of AI or their belief in AI, but you can also tell a story that this is just a very straightforward, smart Silicon Valley company that wants— founders want to retain control. It wants to be very efficient, wants a clear path to profitability through, you know, enterprise sales and not trying to become the next Facebook or whatever. Um, and it seems like investors—
Max Read · Hard Fork · Are We in an A.I. Bubble? We're About to Find Out. · 2026-10-30It's going to be a very long few years, I think. I mean, I think the argument— I read a great piece that I want to recommend by Joshua Sachs, who's a former Meta AI guy. And his argument is basically that we are, as bad as it seems, We are still in a, in a sort of defender's window, a defender-dominant window that even though there's all these vulnerabilities being discovered, it in fact, I mean, his, his point, which I admire because I think it's true, is that it takes cybercriminals actually a very long time to like figure out how to do their jobs because generally speaking, they're not that smart and they're not that competent at like running businesses. So we have, you know, a certain period where we can lock down defenses and, you know, prevent certainly on the, on the level of cybercrime, protect against some of the worst vulnerabilities. But he says, on the other hand, you know, this is not a wholly positive story. You know, we're still thinking about nation-state actors that have the resources and the will and desire to, as Jasmine says, like, hack into municipal government infrastructure and whatever else.
Max Read · Hard Fork · Are We in an A.I. Bubble? We're About to Find Out. · 2026-10-30So in the AI world, what's Creates an economic moat. Number one, data. This is where I think Meta probably has the best leg up here. Now, when I say, when I mention a stock or company, doesn't mean go buy it. I'm just giving you examples. It doesn't mean that they automatically are the winner. I'm just saying they have some legacy leg up on this. Doesn't mean they can't falter, but this is a positive for them. You know, I think so for data, you would say, Alphabet, Google, right? With all the search history and Gmail accounts and everything. Meta with user activity on Facebook and Instagram, et cetera. Microsoft in the business world and how businesses operate. So data is going to be big, right? Do you have data that others can't? You know, in the model world, they're— most of them are training on the same data. They're just going out on the internet and scouring the internet and Soaking up all the same data.
Justin Klein · InvestTalk · US Consumer Sentiment Near Record Lows: What It Tells Us About the Economy Ahead · 2026-10-29That's $10 billion more than Wall Street had expected, even though it spent $45 $1 billion on CapEx. Now they are seeking about $25 billion in its first investment-grade bond sale in more than 9 years, so they are raising capital, but they can do that at a relatively cheap rate because they're cash flow positive. Whereas Alphabet, certainly a mixed bag. They're burning through more cash. Their search slowed, which fanned fears of, you know, AI stealing their search business. And Google has raised more than $140 billion through debt and equity offerings as of late. Meta, $62.5 billion. Amazon, $98 billion via bond sales. These are all massive numbers. It's easy to say a billion here, billion there, but I know they're big companies, but this is a lot of capital for the market to fill. So investors with the reaction here were, even though Microsoft looked good, it ended flat.
Justin Klein · InvestTalk · US Consumer Sentiment Near Record Lows: What It Tells Us About the Economy Ahead · 2026-10-29Is there a narrative around all of them? I just think about what we've, what we've heard from, from Meta, from Microsoft, from Alphabet, from obviously Amazon today as well. I'm sure I'm leaving out one of them, but is there— they're not all the same companies. And we know that. But is there a narrative around the AI spend and the payoff or no?
Carol Massar · Bloomberg Surveillance · Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips · 2026-10-29Is there a narrative around all of them? I just think about what we've, what we've heard from, from Meta. From Microsoft, from Alphabet, from obviously Amazon today as well. I'm sure I'm leaving out one of them, but is there— they're not all the same companies, Anurag, we know that. But is there a narrative around the AI spend and the payoff or no?
Carol Massar · Bloomberg Intelligence · Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips · 2026-10-29Instead of I'm competing with Bing and a bunch of other sites that you've never heard of before, I'm now competing against OpenAI and Anthropic and Meta and everybody else who actually have competitive products.
Kai Ryssdal · Marketplace · GDP growth comes at expense of consumer savings · 2026-10-29