What podcasts say about Brad Fisher
Every statement, with the speaker, the exact quote and the moment it was said.
What Brad Fisher has said on podcasts
13 statements · 9 positive · 3 negative · 1 neutral
- on Meta family of appsPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s apps reach 3.6 billion daily active people.
“they have $3.6 billion. daily active people”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 3:43
- on Meta family of appsPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s daily active people are growing 3% year over year.
“And they're still growing 3% year over year.”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 3:48
- on Meta advertisingPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s ad impressions grew 14–20% over recent quarters, aided by AI.
“It provides 14% to 20% impression growth that we've seen over the last several quarters, massive pricing growth, also aided by AI”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 4:31
Threads has surpassed Twitter in total users.
“it has surpassed Twitter in terms of total users”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 9:29
Threads is unlikely to become a growth engine like Meta’s major apps.
“I definitely would not expect it to morph into the kind of growth engine that Instagram or Facebook or WhatsApp have been for them.”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 9:50
- on Meta AI modelsPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta is catching up with leading AI models and may overtake them in upcoming releases.
“they're now catching up to the latest from Cloud and OpenAI and think they're going to catch them over the next few releases”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 13:43
- on Meta frontier AI modelsPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s frontier models cost substantially less per token than competitors.
“they're vastly undercutting frontier models on token costs”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 14:12
Muse is gaining over one million daily active users faster than prior AI products.
“they're collecting over a million daily active users way faster than ChatGPT or anyone else has ever been able to do so”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 15:49
- on Meta AI businessPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta can price and distribute AI more aggressively than OpenAI or Anthropic.
“they can act in ways that OpenAI and Anthropic cannot rationally act in because they have this amazing core business”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 16:25
- on Meta wearablesPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s wearables lead competitors in price, comfort, and performance.
“they now have what I would consider wearables that lead by a wide margin in terms of price, in terms of comfort, in terms of performance and everything else.”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 30:04
- on Meta consumer AINeutralOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta should not be expected to capture the entire consumer AI market.
“I don't think anyone should expect Meta to take 100% of the consumer AI pie or anything close to it.”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 33:49
- on Meta teen safetyNegativeOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta should take teen addiction risks seriously.
“they need to take teen addiction risk seriously”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 36:53
- on Meta enterprise AINegativeOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta is unlikely to become the dominant enterprise AI company.
“I also think they're not going to be the enterprise juggernaut.”
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'Listen at 43:09
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.