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Microsoft Office

part of Microsoft

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jul 13, 2015 by Jonathan Libov · said 41 times in 26 episodes since 2015 · across every show →

Mentions by year

brought up most by Rory O'Driscoll (4), Harry Stebbings (4), Jonathan Libov (2), Jason Lemkin (2), Howie Liu (2), Fabien Pinckaers (2), Wesley Chan (1), Vlad Magdalin (1)

tap a year for its mentions
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036201520162017201820192020202120222023202420252026episodes it came up in
001.5336201520162017201820192020202120222023202420252026episodesmentions per episode
2026 10 mentions in 6 episodes 2 per episode
2025 7 mentions in 5 episodes 1 per episode
2024 8 mentions in 5 episodes 2 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 1 mention in 1 episode
2020 6 mentions in 2 episodes 3 per episode
2019 1 mention in 1 episode
2015 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft Office, oldest first

Jul 13, 2015 positive
Insight
Network Effects Are the Primary Defensible Quality of Internet Businesses
“I think they had a real belief that networks would be the defensible quality of the internet, or the defensible thing about building a business on the internet. Whereas, let's say, In prior businesses like, ah, Microsoft Office or Windows or any other software…”
Jonathan Libov Jul 13, 2015 ▶ 5:27 20 VC 053: Inside Union Square Ventures with Jonathan Libov @ Union Square Ventures
Apr 17, 2020 neutral
Assertion Contradicted
Cannon: Over One Billion People Use Microsoft Office Daily
“There are more than a billion people who use Microsoft Office every day, and if they pay a hundred dollars a year, that's a hundred billion in revenue just for Office, not to mention the potential to expand in a lot of ways that Akshay outlined earlier.”
Sarah Cannon Apr 17, 2020 ▶ 30:21 20VC: Notion's Fundraise with Index: The Most Anticipated Deal in The Valley: How It Came To Be | The Future of Remote Work |How Notion Approach The Balance of Growth and Profitability
Aug 25, 2023 bullish
Prediction Held up
Howie Liu: Microsoft Copilot Will Drive Significant ARPU Growth Across Office
“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?”
Howie Liu Aug 25, 2023 ▶ 21:58 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
May 13, 2024 bearish
Opinion
Blomfield: Microsoft Office will not displace specialized vertical AI software
“I do, but I don't agree because I think Microsoft Office, like, by definition has to be a general product. It will be the best word processor for sure, but it's not going to be the tool that the dentist is actually using to write their clinical notes after a m…”
Tom Blomfield May 13, 2024 ▶ 50:23 Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
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