Microsoft Copilot, every mention

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every year anyone Harry Stebbings 10Elias Torres 4Rory O'Driscoll 3Reid Hoffman 2Max Junestrand 2Jason Lemkin 2Zach Lloyd 1Tomer Cohen 1Tom Hulme 1Miles Grimshaw 1

Verbatim, from the transcripts: the passages where Microsoft Copilot comes up

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⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings Jul 11, 2026 · 2 mentions

  • ▶ 17:49 Harry Stebbings How do you think about the bundling pressure from a Microsoft co-pilot as a competitive threat? 2 times in the scene

Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings Jul 6, 2026 · 1 mention

  • ▶ 40:39 Harry Stebbings Whether it's Teams that crushes, or whether it's, you know, co-pilot, that it's, I mean, these products are, Microsoft has built a business on doing 60 to five to 70% meh products, but with the power of bundling, beat the competitors.

Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings May 7, 2026 · 3 mentions

  • ▶ 9:22 Rory O'Driscoll Hey, our co-pilot is so cool that we don't care which LLM we use, and enterprises are just ripping it off the shelves. 2 times in the scene
  • ▶ 29:51 Rory O'Driscoll Yeah, you can sign up something with Entropic and OpenA, you can, you can buy Co-Pilot, or you can buy Co-Work, or you can buy Claude for every one of your employees, and that kind of gets individuals using AI, but doesn't move the needle,…

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention

  • ▶ 55:57 Anjney Midha But there's a reason why, you know, Anthropic also has a thing called Cloud Code, and there's all, there's a reason why Mistral has something called Mistral Compute, and there's something called, there's a, there's a reason why, you know,…

Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings Mar 26, 2026 · 1 mention

  • ▶ 57:48 unnamed speaker Well, obviously the market rejected Microsoft co-pilot products as things they didn't want to pay more for, right?

Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings Jan 26, 2026 · 2 mentions

Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings Jan 15, 2026 · 1 mention

  • ▶ 7:24 unnamed speaker If you're doing all the other knowledge work that those of us who aren't coders do, instead of bringing the AI to the Excel spreadsheet, which is what Copilot tried to do with Microsoft, you bring all these tools into the cloud space, into…

Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 2 mentions

  • ▶ 53:50 unnamed speaker The co-pilot was the worst of all worlds. 2 times in the scene

Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings Nov 13, 2025 · 2 mentions

  • ▶ 20:02 Jason Lemkin Like copilot, the lame thing about copilots is they were just tools. 2 times in the scene

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp Oct 17, 2025 · 1 mention

Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings Sep 18, 2025 · 1 mention

  • ▶ 1:31:54 unnamed speaker Adobe wants to add Firefly and AI to your, to your expensive suite, and Microsoft's half giving up on getting people to buy AI co-pilot for office, but what we really want is not even to buy those seats.

20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong Sep 12, 2025 · 1 mention

Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings Mar 21, 2025 · 4 mentions

20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify Mar 14, 2025 · 1 mention

  • ▶ 29:34 Harry Stebbings having so many consumer touchpoints, and then they also own the chip player, they also own their own compute, and it's a very strong walled garden if they keep it within all of their G Suite products, and so I'm not sure, and then you look…

Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings Nov 29, 2024 · 2 mentions

AJ Tennant: How to Build a Sales Machine and Where Most Go Wrong | E2118 · 20VC with Harry Stebbings Oct 23, 2024 · 1 mention

  • ▶ 26:42 AJ Tennant Even adoption and usage is not where it needs to be, and we're seeing that even with, you know, look at like Microsoft Copilot, I mean,

Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings Aug 19, 2024 · 4 mentions

Janie Lee: Three Core Skills that Make the Best PMs | E1165 · 20VC with Harry Stebbings Jun 14, 2024 · 1 mention

Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings Jun 10, 2024 · 2 mentions

  • ▶ 8:56 Reid Hoffman They'll actually have somewhat different strengths and weaknesses, like some of the most interesting work that's being done right now is kind of comparing and contrasting Gemini with ChatGPT, with, you know, uh, Copilot and Bing Chat.
  • ▶ 25:41 Reid Hoffman Um, and so, yes, that, and by the way, that learning and so forth, but part of it was, of course, that one of the things that Microsoft was looking for is year by year, how is Copilot iterated into the kind of agent that is this new…

Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings May 8, 2024 · 1 mention

  • ▶ 54:18 Tom Hulme If you look at the proportion of the, like, Fortune 500 that are using Copilot, I think it's 60 or 70% I heard last week.

The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings Nov 24, 2023 · 1 mention

  • ▶ 19:22 Miles Grimshaw Every Microsoft product now is a Copilot experience instead of a sidebar, an autofill, things like that, right, where the UX, the core product is a layer on top of it, right, it's immediately added in, which is also totally a

Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings Aug 25, 2023 · 1 mention

  • ▶ 21:58 Howie Liu Um, when you think about like Microsoft's co-pilot offering, it's going to add significant ARPU to every single seat of office, which is a massive install base, right?

Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings May 27, 2023 · 1 mention

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