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Dick Costolo

Partner at 01 Advisors, 01 Advisors

Search every verified Dick Costolo interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dick Costolo, a partner at 01 Advisors, discussed Meta's AI agent named Muse on his podcast "The Dick and Paul Show" with co-host Paul Kedrosky in October 2026. He argued that Muse has the potential to be a dominant winner not only in the personal AI agent space but could also "knock the frontier models well back on their heels," suggesting that OpenAI and Anthropic are not as distinct from Muse as commonly perceived. Costolo drew an analogy to the emergence of personal computers, asserting that frontier models are being drawn into complex problems while cheaper, easier solutions like Muse could prevail in the market. During the episode, Costolo also commented on Meta's approach to small businesses, noting that enterprises are a difficult sale for AI agents due to integration complexities, while small businesses, such as his plumber, have adopted the tool quickly and are spreading the word. He expressed skepticism about companies like Google giving away free APIs that could be used to build agents that abstract away their platforms, and he suggested that Meta CEO Mark Zuckerberg has given Scale AI's Alex Wang considerable latitude, noting Wang's larger ambitions and comparing the relationship to Meta and Google dynamics. Costolo concluded that he is "massively long Meta."

Recent appearances

  • Muse Is Meta’s Trojan Horse for AI Supremacy

    October 22, 2026 · 📺 The Dick Costolo & Paul Kedrosky Show and RiskReversal Media

    Dick Costolo and Paul Kedrosky make the case that Meta’s Muse won’t just win the race for personal AI agents. They think it could knock the frontier labs back on their heels. They start with Chesterton’s fence and why the early wave of AI agents is running into walls. Banks are blocking agent access to accounts, restaurants will rewrite their cancellation policies, and Amazon won’t give up its ad business for free. From there, they explain why Meta is the one company with the money, distribution, and network to strike the deals that get agents past those walls. They also cover Zuckerberg’s p…

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  • Dick Costolo & Josh Kopelman in Conversation | Vintage CEO Summit

    August 17, 2026 · 📺 Vintage Investment Partners

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  • Twitter (with Dick Costolo)

    July 07, 2026 · 📺 Family Cartoon

    A week before the 2020 US Presidential election, former Twitter CEO Dick Costolo joins us to tell the story of a company that has impacted all of our lives (political and otherwise) like none other. While it's easy to forget now, a very viable alternate history exists where it's Twitter, not Facebook, who owns Instagram, and Vine, not TikTok, that's the global platform for mobile video. We dive into it all on this episode — and of course while we had Dick, we also had to discuss his controversial recent deleted tweet.  Sponsors: • Legora: https://bit.ly/acquiredlegora • Vanta:…

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  • A Nick, Dick, and Paul Buffet! | The Nick, Dick and Paul Show

    June 25, 2026 · 📺 The Nick, Dick and Paul Show

    🛎 If You're New Subscribe ►    / @nickdickpaul   A Nick, Dick, and Paul Buffet! | The Nick, Dick and Paul Show This week, Nick Dick and Paul, discuss a variety of topics. They go into the Crumbl cookie phenomenon, shorts taking over the entertainment industry, Trump's tariffs, data centers in space, and much more! ❤️ iHeartRadio » https://bitly.cx/xbngT 📢 APPLE PODCASTS » https://bitly.cx/06Q8 🟢 SPOTIFY » https://bitly.cx/Abgsk ✨ KEEP IN TOUCH WITH : INSTAGRAM »   / nickbilton   »   / costolo   »   / pkedrosky   X » https://x.com/nickbilton » https://x.com/dickc » https://x.com/pkedr…

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  • Ex-CEO of Twitter Breaks Down the SpaceX IPO | Dick Costolo

    May 31, 2026 · 📺 Big Technology

    Full Episode:    • Predicting the SpaceX, OpenAI, and Anthrop...   Dick Costolo ran Twitter through its IPO, its most turbulent growth years, and some of the most chaotic moments in Silicon Valley history. Alex Kantrowitz sat down with him to get his unfiltered take on the three biggest IPOs the tech world has ever seen happening at the same time — SpaceX, OpenAI, and Anthropic. In this clip, Dick breaks down exactly why Elon Musk has a narrative superpower that makes missed delivery numbers completely irrelevant, why Sam Altman's public commitments are building a trap that Wall Street will…

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  • Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo

    May 27, 2026 · 📺 Alex Kantrowitz

    Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades. Chapters: 0:00 Intro 1:40 What Changes After an IPO 5:23…

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  • Life Advice From Ex-Twitter CEO Dick Costolo: Stop Measuring Yourself Against Others

    May 27, 2026 · 📺 Grand Republic

    Former Twitter CEO Dick Costolo reflects on the growing divide in Silicon Valley as AI reshapes careers and wealth. While some workers feel left behind and others strike it rich at major AI labs, Costolo argues that comparison is a trap with no winners. Drawing on literature, the humanities and the human condition, he says fulfillment cannot be measured by another person's success, paycheck or status. His message is simple: stop chasing ghosts and stop living a life of comparison. This discussion explores AI anxiety, Silicon Valley culture, money, meaning and why personal perspective may mat…

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  • Madman Theory | The Nick, Dick and Paul Show

    May 14, 2026 · 📺 The Nick, Dick and Paul Show

    🛎 If You're New Subscribe ►    / @nickdickpaul   Madman Theory | The Nick, Dick and Paul Show This week, Nick, Dick, and Paul talk about madman theory and how it's used. They discuss whether or not figures like Donald Trump and Elon Musk use this theory or if they truly believe their actions, if other leaders act like a "mad man", historical figures who've used it such as Richard Nixon, and so much more! ❤️ iHeartRadio » https://bitly.cx/xbngT 📢 APPLE PODCASTS » https://bitly.cx/06Q8 🟢 SPOTIFY » https://bitly.cx/Abgsk ✨ KEEP IN TOUCH WITH : INSTAGRAM »   / nickbilton   »   / costolo…

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  • Twitter Ex-CEO Dick Costolo: The Operator's Case Against Founder Mode

    May 07, 2026 · 📺 Sequoia Capital

    Dick Costolo took over as CEO of Twitter in 2010, inheriting what he calls "the drama queen of hypergrowth companies." Hired as the adult in the room behind founders Jack Dorsey and Ev Williams, Dick spent five years dragging Twitter from a chaotic collective into a public company, and learned a scale-up CEO playbook in the process. We get into how he killed group decision-making and replaced it with what he calls "bias to yes"—only your direct manager can tell you no. Why he stopped solving problems with processes ("the launch checklist was 17 pages long") and started solving them with DRIs…

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  • Vintage 19th Annual VC Summit - Dick Costolo

    April 16, 2026 · 📺 Vintage Investment Partners

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  • Dick Costolo: From Startup Exits to Leading Twitter’s IPO and Now Investing at 01 Advisors

    March 30, 2026 · 📺 LDV Capital

    Dick Costolo is a Managing Partner and Co-Founder of 01 Advisors, a venture capital firm that invests $10-20 million post-product-market fit. Dick was CEO of Twitter from 2010 to 2015, having joined the company as COO in 2009. During his tenure, he oversaw major growth and was recognized as one of the 10 Most Influential U.S. Tech CEOs by Time. Before Twitter, Costolo worked at Google following its acquisition of FeedBurner, the web feed management company he co-founded in 2004. He also co-founded SpyOnIt, a web page monitoring service that sold in 2000, and Burning Door Networked Media, a we…

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  • Picking Winners in the AI Arms Race with Dick Costolo and Brad Keywell

    February 13, 2026 · 📺 Summit

    How do you know which AI companies are actually building the future, and which are headed for disaster? Venture investor and former Twitter CEO Dick Costolo has a front-row seat to the chaos and promise of AI innovation, and a sharp filter for where to place bets. In this one-on-one interview with Brad Keywell, Costolo shares the real criteria he uses to evaluate AI startups, the signals that separate hype from substance, and what most investors get wrong about the space. He’ll also reflect on the broader implications of AI: the good, the bad, and the potentially catastrophic. This talk was…

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Notable quotes

“Muse has the potential to be the behemoth winner in this space and it won't just win in the personal agent space. It has the potential to knock the frontier models well back on their heels. People are probably hearing this going like, Muse? No, no, no, no, no. Open AI and Anthropic are something totally different than Muse. I don't think that's true. I think Muse has the potential to be not just the behemoth winner i”

“I always tell the CEOs like just write your investors back and say hey man you have to think about this like a wedding seating chart. As long as everybody is equally disappointed, that's the best I can do. And you're only going to get XYZ. And I just don't think CEOs realize they have the capacity and ability to do that with their investors.”

“I think Starlink's usage is uh has barely began to penetrate, you know, the the total addressable market it's got in front of us. And anyone who's used Mobile Starlink anywhere in the world can tell you how much superior how much more superior it is to anything else out there. It's just so much better. I mean, you can imagine a point at which most of the cell phones in the US are running on Starlink and it's would be”

“They can't not work. I mean, they're mathematically impossible not to work unless US consumers stop buying things. Trump mathematically they have to work because it's products come in, tariffs are applied, people pay the tariffs, money goes back to the US government, done, right? There's just no way for them not. So the question then is do they work in the sense that they're actually doing something that's productive”

“my experience as a public company executive is that the narrative and the story and your ability to help the market think about the way you want to tell the story is just as important as the specific numbers in the quarter. And I think, you know, the even that's that's more true now than it ever was.”

“Sam has gone out and written checks that the rest of the organization can't cash if you will. Um the the the compute commitments, the the public commentary about yes, we're going to spend this much on compute, but we're going to spend three times as much on training the models... when you go and run on the numbers it it adds up to crazy over a trillion dollars worth of commitments that don't have the you know, and yo”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →