00:04:05 路 S3, Jeremy Strong, John Coogan, Farza Majeed
[00:04:05] S3: separate session. And we'll move to witness questioning. [00:04:10] S4: Spell your name and state your current occupation for the record. [00:04:13] S1: So is it not m a r k [00:04:15] S4: c u K, e r b e r g. [00:04:17] S1: Let's see. [00:04:17] S4: And your occupation? [00:04:19] S1: Zuckerberg. I'm a professional Co produced and directed by Aaron Sridhar. [00:04:24] S3: Groups where 30% of content hits multiple risk factors. [00:04:27] S1: Hang on. I don't piece to the social [00:04:29] S3: Are you a tech reporter? Ish. Ish? Is this [00:04:32] S4: Mike counting on the next round [00:04:34] S1: of congressional testimony, make a likable mark. Jeff Horwitz. [00:04:37] S6: I'm happy to lend a hand, but I think you're [00:04:39] S1: doing He wrote broken code. He was journalist at the Wall Street Journal. He is a journalist at the Wall Street company [00:04:43] S4: and Broken [00:04:44] S1: a number of global news stories. Including the Facebook files. [00:04:49] S4: The fire hose of bad information, you are injecting it to the air supply. [00:04:52] S1: The builder? [00:04:53] S3: Becoming jet power. [00:04:53] S4: I'm a free speech absolutist. I'm not the one who's lying. And I'm not stopping them [00:04:58] S1: from seeing someone who is. It's not a bad Zuck impression. He's got the voice tone pretty down. [00:05:02] S3: Worse as a result of time spent on the platform. Senior leadership knows and is doing nothing. [00:05:08] S4: I know there are easier enemies to make. The mafia would be an easier enemy to make. [00:05:13] S3: So what would you need?
00:05:13 路 S3, Jeremy Strong, John Coogan, Farza Majeed, Bret Taylor, Jordi Hays, Markie Wagner, Sridhar Ramaswamy
[00:05:13] S3: So what would you need? [00:05:14] S4: To stand up the story? The internal documents. [00:05:16] S3: This is a material violation of my NDA. [00:05:19] S4: We're twice as big as the biggest country on Earth. We're not frightened of Congress. We're post government around here. [00:05:24] S1: Please. Twice as big as the biggest country on earth. [00:05:26] S6: We [00:05:27] S3: have a hundred and two hours to get [00:05:28] S2: From a [00:05:29] S0: from a user standpoint? [00:05:30] S1: Oh, okay. Users. [00:05:31] S7: I don't wanna be made an example of by a guy with unlimited resources. [00:05:35] S8: Harm, I promise you, is imminent. Enough. [00:05:38] S4: People around here understand that when I say no, that's the end of the debate. I'm not two years out of a dorm room anymore, Charlie. Look around. [00:05:48] S1: Man, if they were trying to go as inspirational as the social network, they really missed the mark there. What happened? [00:05:54] S0: Yeah. So that their intention was to try to fire up the next generation of entrepreneurs that to fire them. [00:06:00] S1: Seems like they missed [00:06:01] S0: the mark. Yeah. [00:06:02] S1: To inspire them. Uplift them. [00:06:04] S0: You could build any business out of your dorm room. Yep. [00:06:06] S1: Yep. And also, if they if the goal of this film is to really really take the viewer inside TBD and meta super intelligence and what's going on with Nat Friedman, Daniel Gross, Alex Wang, like Yeah. Feels like they just dropped the ball potentially. It's sort of crazy.
00:06:06 路 John Coogan, Jordi Hays
[00:06:06] S1: Yep. And also, if they if the goal of this film is to really really take the viewer inside TBD and meta super intelligence and what's going on with Nat Friedman, Daniel Gross, Alex Wang, like Yeah. Feels like they just dropped the ball potentially. It's sort of crazy. [00:06:27] S0: Yeah. Like, I didn't see, like, anyone that even resembled Jan Lecun. [00:06:30] S1: That is crazy to not to not highlight that and what's going on over there. The launch of Llama the Llama four moment, that could have been the crescendo. Yeah. Behemoth. Behemoth and all the drama around [00:06:43] S0: epic of that. [00:06:43] S1: You want drama. You want Hollywood drama. You want Oscar bait. Llama four behemoth. That story is gonna get put butts in seats. That's right. [00:06:51] S0: No. More seriously, it's hard for me to it's gonna be really hard to not look at Jeremy Strong and and
00:06:59 路 John Coogan
[00:06:59] S1: OC Kendall. Kendall. Yeah. Because you're succession guy. So this is the sequel to The Social Network instead of chronicling the birth of Facebook. It's the story based on the 2021 Facebook leak by whistleblower Francis Haugen. It's going to be dramatic. It's not going to make people like Facebook more and it's probably going to make Americans even more distrustful of tech. What's interesting here is that if you stop a random tech person on the street and ask them like what is the social reckoning about, they might say Cambridge Analytica because that was another drama moment and I I was sort of like, is it Cambridge Analytica? Is the it the Haugen thing? And a lot of people don't even remember what the whistleblower story was. Little refresher there. It was an internal document leak. The Facebook files showed that Facebook internal employees were aware of harmful societal effects from its platforms yet persisted in prioritizing profit over addressing these harms. Now Nikita Beer chimed in, who now works at X, a rival platform to Threads, and said, Zuck makes a lot of mistakes, but this isn't one of them. Meta literally had multiple teams of $1,000,000 per year engineers working on teen mental health, and they had the agency to override big product decisions. They're probably a thorn in Nikita's side because he's trying to maximize click through rates, maximize attention, and he's getting pushback from, hey, there's guardrails here. And he says the story this movie is is about is actually a product manager who didn't get a promotion. And so that's the pushback
00:08:31 路 Jordi Hays, John Coogan
[00:08:31] S0: Yeah. Only from thing the only thing [00:08:34] S1: What's that? [00:08:35] S0: And and the only thing with that argument is like you could make the same argument is like the cigarette company has million dollar like doctors and researchers focused on making sure cigarettes are as healthy as possible. Yeah. Yeah. [00:08:50] S1: Yeah. And and especially with the new fertility data, I think that there's there's a new cycle brewing of like exactly how bad is social media. I still don't really buy the addiction thing just because Yeah. I'm with like addiction defined in nicotine, which is like extremely addictive. It's chemical, and like you have cravings. Like if you forget your phone, like do you have the same cravings? It's sort of different. And but there is like a very serious discussion going on around social media and its effects and Yes. This fits The right [00:09:22] S0: thing is is like very real. Because I was at I was at an event last night they required everybody to put their phones in these sort of like locked bags, so you could go outside at any point And you felt sick. I didn't feel sick. But I noticed probably like 20 times throughout the night Yeah. I was thinking like I was thinking of going for my phone. Yeah. I didn't start having like physical withdrawal symptoms. [00:09:46] S1: Yeah. But the craving was there? [00:09:48] S0: Yeah. Just started thinking about it. Was like phone noise. Right? [00:09:52] S1: Phone noise. Yeah. This is real. This is real. [00:09:54] S0: I was having some phone noise.
00:09:55 路 John Coogan
[00:09:55] S1: Yeah. Yeah. Yeah. Yeah. Okay. So yeah. That's legitimate. So the question that I had really quickly is like, what is the impact on Meta? Like, we can pull up the stock chart. It's a 1 and a half trillion dollar company. They're trying to raise more equity for AI build out, hire people. Like, is this good, bad? What does it look like over the short, medium, long term? So short term, think this was amazing timing. They really got lucky because as we will talk about, like the fact that this trailer dropped the same time as Anthropics Fable five was incredibly fortuitous because Fable just took over the timeline and no one was really talking about this in tech. Tech insiders won't really see or talk about the social reckoning this week. Case in point, I put it second in the newsletter when I wrote it up. Medium term, I think Jeremy Strong is gonna drag Mark into, like, the bad group of AI leaders while he's on his Oscar tour. Like, there was a version of of of Facebook strategy or meta strategy that's just like, hey. We're like Amazon. We're like Microsoft. Like, yeah. We have bets in AI, but we're not like we're not deciding the frontier. Obviously, Mark has made the decision to hire some of the greatest researchers, invest very aggressively. And this puts him sort of at the center of the conversation around, well, what will the effect of AI be on our society, on kids? Should kids be talking to LLMs? Psychosis. All these different things will come up, just as we saw four O psychosis and then Claude Code psychosis a little bit pop up and people are talking about that. Like, you're you're you're priming the pumps for the next wave of, like, oh, bunch of people went into the meta app and, like, they'd had a bad time and now we gotta talk about that. So I wouldn't be surprised to