Meta ($META) podcast mentions
I would say that you're completely correct there. I'm definitely biased towards smaller businesses, mainly because, you know, I'm just really focused on finding multibaggers. But as Google has gone up nearly 100% since you first added it to the intrinsic value portfolio, I think that it's just simply a really, really good example that you can still make multibagger-like returns from businesses with multi-trillion-dollar market caps. And Google is an interesting one because when you look at the top of the tech titans in the S&P 500, it's usually a business that seems to be the most reasonably priced. Maybe, you know, Meta has had periods where it's a little bit cheaper or similarly priced, but Google always seems to have a multiple that I think is not necessarily cheap but also just not that expensive when you consider the quality and growth of the business. So I'd say the thing that surprised me the most when digging into Alphabet was how their capital allocation has changed over time. With them set now to spend somewhere around $200 billion on data center just this year, I really wanted to better understand these investments and how are these investments going to impact their impressive capital efficiency numbers going forward.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17And here's the best line. Meta delayed shipping Muse for several months to focus on safety and security.
Jordi Hays · TBPN · METR and AI Regulation, Zuck Pushes Back on AI Slowdown, Fed Hikes Rates | Diet TBPN · 2026-09-16But the new thing is badge and Slack access and desk, even though you don't work at the company. And that's what everyone's like, whoa, that's crazy, because these organizations are very, very secretive. And you're really going to let this nonprofit come in? It's like sort of a wild move. And that's why people are like, oh, wait, like, how aligned are they? And like, what is the— what's the knock-on implication? Like, can these people not leak? Can they not— can they be trusted? Are they going to go to a cocktail party and be like, oh yeah, the new model is actually really bad or whatever? Like, there's so many things that are like— like Meta deals with leaks all the time. And so the prospect of bringing in a non-employee who is there explicitly to whistle-blow effectively and like is allowed to talk about anything and like is, you know, third-party evaluator. Like that is a huge step. And I think that's why people are like, whoa, this is a big deal. This is a big proposal. Like if this was not a big thing, if Anthropic was just like, oh yeah, we're going to do a benchmark with Meter, everyone would be like, yeah, that's fine.
John Coogan · TBPN · METR and AI Regulation, Zuck Pushes Back on AI Slowdown, Fed Hikes Rates | Diet TBPN · 2026-09-16I don't think that there's that much of a connection because actually I think most of the long-term financing for AI CapEx on the long end is the hyperscalers who actually, I don't think really are that sensitive to the rates. Like it's just a few, you know, a few hundred million there, a few billion there of interest expense. Like they're going to do it. I think actually that the sensitivity is greater on the short end, like the more speculative term borrowers, like the CoreWeaves and the private credit NeoClouds. So CoreWeave and other people like that is in the SOFR market, like overnight financing market, overnight rate. So I actually think like that today's actually is giving me pause about could this, could higher short overnight rates crimp the AI buildout. Whereas I think Meta and Microsoft, whether the 30-year or the 10-year is at 4.5% or 5% or even 5.2%, I don't necessarily think they care a ton.
Jack Farley · Monetary Matters with Jack Farley · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan · 2026-09-16Oh man, bring it up. Well, so Lu, that does bring me to my other question, which is when we look at this space, what seems so different than in the past, whether you're looking at consumer packaged goods or retailers, or even just the last 20 years in technology, that was all companies that, the companies that ended up winning ended up beating the competitors that they had, but then they weren't competing with also all the other companies, right? Like the banana company isn't competing with the cereal company, but now we have all of these tech companies, all of them in some way competing with each other in the future of AI. So you have Anthropic takes the lead early this year. And then suddenly out of nowhere, Meta, who we thought was kind of done and dusted, is now potentially has the most compelling product release of 2026. It seems like part of the challenge from an economics and investing standpoint is that they're all chasing after the same puck.
Travis Hoym · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16So this is not that they've dealt with. But I do think it's interesting. I made the joke about Bing, but I'm serious with that because yes, right now Gemini is the thing for consumers because none of it is really that good. So we're just using what's there. If this Meta Muse product is good, that's a reason to use something different. And I don't think Gemini will have a moat at all then if there's actually a compelling case, just like Chrome, despite its disadvantage, took over the browser wars just because it was a better browser. So again, moat, maybe I just have too high of a standard of moat. If We're just talking about, do some companies have competitive advantages in a moment? Of course they do. That's how capitalism works. But this idea that there is something to invest around, like I can trust this company because they have a competitive advantage that's strong enough that I don't have to worry about it, that is so rare in business. Just kind of the definition of capitalism is that we see that these are rare.
Lou Whitman · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16Plus, early Facebook and Google investor Roger McNamee is with us. Why he argues the AI game is about to end and thinks this recent fear factor is an attempt to scare the government into saving them.
Carl Quintanilla · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16It really is, Carl. So we did hear from Meta CEO pushing back on this growing crowd of AI leaders now arguing for an industry-coordinated slowdown amid some of the safety concerns that we've been talking about. Mark Zuckerberg chiming in, saying competition and the threat of liability already gives AI companies enough incentive to build the tech safely and that each lab has an individual responsibility to slow itself down if necessary. Zuckerberg did point to Meta recently delaying its Muse AI agent for months, he said, over security concerns. Other labs, should note, have done the same, notably Anthropic with Fable and its model. The comments, though, very much put Zuckerberg on the other side of a few of his industry peers here. Anthropic CEO Dario Amadei did kick all of this off over the weekend. He called on the entire industry to, quote, "pace the frontier," and argued that some of the rapidly improving AI out there could create catastrophic risk without more time for testing.
Kate Rooney · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Kate, people say, well, we don't trust Exxon to regulate their own carbon emissions. Meta had to be taken to court to do some content moderation. When Jensen Huang says there are plenty of laws, what is he talking about?
Carl Quintanilla · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Yeah, that's the whole regulatory capture argument that, you know, has sparked some criticism around all the criticism around all this as well. Kate, thank you. Kate Rooney, much more on AI coming up this hour when we speak with Senator Richard Blumenthal and early Google and Facebook investor Roger McNamee. And then tomorrow we've got Palantir CEO Alex Karp here on the show to talk about all of this. That's at 11 a.m. Eastern. The other big story today is the Fed decision. And our next guest warns the Fed could be facing a slippery slope if it does decide to hike today. Joining us now is Rosenberg Research founder and president David Rosenberg. So, so you're in the camp that says they shouldn't do it.
Sarah Eisen · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Plus, early Google and Facebook investor Roger McNamee joins us. Why he says AI companies are trying to scare the government into saving them. We're back in a moment.
Sarah Eisen · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Still to come this morning, early Google and Facebook investor Roger McNamee will join us. Why he says what's going right now— going on right now in AI is ridiculous.
Carl Quintanilla · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Mark Zuckerberg, he weighed in. On X. He's saying every lab has a responsibility and incentive to move at a pace required to train its model safely and the ability to take its own actions to ensure that happens. He said one of the reasons why they actually delayed Muse recently for several months was to focus on safety and security. He didn't call out others to do it. By the way, Citi adds Meta to an upside 90-day catalyst watch ahead of next week's Meta Connect conference where they think they'll update their AI product strategy. Meta has been a stock. It was a really tough, call it, first, you know, 7 months of the year, but now moved into the green over the past couple of weeks, up about 3% year to date.
Jeff Marks · Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/16/26 · 2026-09-16Yeah, look, this September 23rd announcement about Muse, we find out more. But what I think's happened with Meta, two things. One is, as I explained to a our members multiple times, the lawsuits about what matters, let's say, their impact on, on teens. What that was an issue that I think was pretty much taken off the table just when everyone started talking about a tobacco moment because they settled with the attorneys general who are the most difficult and tough opponents. And the second thing is, by talking about Muse, we got away from the idea that what matters are the glasses. Now, I know that, that multiple times Mark has said the glasses are the best way. I have a couple of pairs of the glasses and I find they're good when you go overseas. I'm sure there's many uses, but people have felt that they are no more valid than the product that Apple made that you— where you put on your face.
Jim Cramer · Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/16/26 · 2026-09-16All right, Tom, thanks very much. When we come back, we'll get you ready for the Fed decision in just a few hours with former Atlanta Fed President Lockhart. Could this be the start of multiple rate hikes? We'll talk about it. And then next hour, don't miss early Google and Facebook investor Roger McNamee. Why Roger says the game is about to end for the biggest AI players in a minute.
Carl Quintanilla · Squawk on the Street · 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26 · 2026-09-16