Brent Thill

What Brent Thill has said on podcasts

8 statements

1. on Meta MusePositiveOct 21, 2026· Closing Bell

   Brent Thill says Meta’s Muse attracts advertisers and consumers to the platform.

   “I think the product is a killer, killer app. So that's bringing more advertisers to the platform. It's getting more consumers to come to the platform.”

   Listen at 6:17

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26
2. on HyperscalersPositiveOct 21, 2026· Closing Bell

   Brent Thill expects hyperscalers to become preferred AI investments within a couple years.

   “We think that flips in a couple of years where they're the ones that you want to own because they're providing the AI systems that are fueling how we will live.”

   Listen at 8:10

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26
3. on Capital expenditurePositiveOct 21, 2026· Closing Bell

   Brent Thill expects AI-related capital expenditures to rise materially into 2027.

   “all the data we look at and our analysis shows that these capital expenditures are only going to go materially higher as we go into '27.”

   Listen at 8:38

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26

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.

• Oct 21, 2026Meta and Tesla test the market’s AI spending patienceClosing BellOct 21, 2026Guest
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