Microsoft, every mention
1,197 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Harry Stebbings 480Rory O'Driscoll 98Jason Lemkin 70Tomasz Tunguz 24David Cahn 24Hadi Partovi 21Raz Herzberg 19Howie Liu 19Frank Quattrone 19Kaz Nejatian 16
Verbatim, from the transcripts: the passages where Microsoft comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 4:54 Jason Lemkin Unfortunately, the only way it worked is if you ran Word in a container, in a VM, which violated Microsoft's terms of use.
- ▶ 4:54 Jason Lemkin Unfortunately, the only way it worked is if you ran Word in a container, in a VM, which violated Microsoft's terms of use.
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 3:05 Cliff Weitzman You know, Azure or AWS, maybe it'll cost me 3.5 dollars per hour. 2 times in the scene
- ▶ 3:48 Cliff Weitzman I can't just rent from Google or Microsoft or even base 10 and run the size of training that I want because I need a gigantic memory card next to it with all of my data that all the GPUs are accessing.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 9:43 Aaron Katz But Mark had this bigger vision and he said, we're going after Siebel, SAP, Oracle, Microsoft.
- ▶ 29:52 Aaron Katz You know, it's been done before where AWS or Google or Microsoft takes your open source and they redistribute it as a managed service.
- ▶ 43:28 Aaron Katz We go to market with Azure.
- ▶ 54:46 Harry Stebbings Um, you have Meta, you have Microsoft, and you have Nvidia. 4 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 35:18 Eno Reyes Microsoft as well.
- ▶ 41:40 Eno Reyes Versus, I would argue that there's some places like, um, a lot of knowledge work that's related to intermediate tasks, like people operating in Excel and JIRA.
- ▶ 49:20 Harry Stebbings Given the commoditization of the model layer, like we've spoken about, people seemingly chastise Microsoft, given that commoditization, 7 times in the scene
- ▶ 50:15 Eno Reyes And so now they've moved towards more concretely expressing, one, that we support all AI developers and Azure should be a place for inference on Anthropic and OpenAI and open models most importantly.
- ▶ 52:29 Eno Reyes And so for the Microsofts and the Googles of the world, uh, they have access to businesses that are durable or existing with huge barriers to entry.
- ▶ 1:18:09 Harry Stebbings Um, MATA, Microsoft, and NVIDIA. 6 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 10:17 Rory O'Driscoll The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play because no one else on the planet has enough money.
- ▶ 43:56 Rory O'Driscoll You know, if you were Microsoft, IBM, you'd love to own, to be relevant, this would be one.
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:11:11 Harry Stebbings When we say the one to six dollars spent, Microsoft, OpenAI, Anthropic, every frickin' provider is putting a huge amount of money into, like, the services and implementation side of their business.
- ▶ 1:26:50 Harry Stebbings The worst is, nah, for or against, Nike or Adidas, Apple or Mac, Apple or Windows, you feel something.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 19:50 Jerry Murdock Microsoft, Satya Nadella himself come out and said, look, we've got a lot of the data around the communication, how communication works inside an organization.
- ▶ 1:01:07 Harry Stebbings You've got Meta, you've got Google, and you've got Microsoft. 5 times in the scene
- ▶ 1:02:50 Jerry Murdock Microsoft email, as dumb as it is, I mean, exchange, whatever you want to call it, that's not going away.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 13:36 Rory O'Driscoll This market matters is Microsoft. 4 times in the scene
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 12:08 Matt Swulinski You need to be a tenant in Microsoft Teams. 2 times in the scene
- ▶ 29:32 Matt Swulinski Well, I mean, like, from, from what I know, right, like, uh, their scale was both on the B to C side through Meta, but also, like, they, they made big revenue jumps through the Outlook consumer that was hyper frustrated and big enterprise…
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 36:16 Rory O'Driscoll I mean, it was really sweet that they even built a PowerPoint.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 6:21 Alex Atallah And like, why doesn't Google or Amazon or Azure run around and like buy up all the GPUs and,
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 1:03:52 David Frankel I remember the Microsoft Google case going on forever and Gates going, you know, we are disruptable. 6 times in the scene
- ▶ 1:15:11 David Frankel But that goes back to thinking about Microsoft and Google being disrupted.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 51:14 Rory O'Driscoll And you're clearly a hundred percent tracking, Satya, with the kind of Microsoft comments recently on, you know, age companies, and it makes them do enterprises need to build their own value, build their own context rather than do it in…
- ▶ 55:52 Harry Stebbings We touched on Microsoft and, um, you know, uh, Google being told to, you know, what was it that you have to dance like two or three years ago, whenever it was, we obviously had, um, all of them coming out saying capex. 4 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 10:32 Harry Stebbings When you look at what OpenAI have said about their, kind of, FDE approach, Anthropic, to, ah, I, I get you on Mistral and they've done a great job in doing that, but the frontier model providers, Microsoft is even fucking doing an FDE…
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:41 Harry Stebbings Jensen Huang breaks his silence, he produces his first ever post on X, and it's an open weights manifesto, and it's signed by some of the biggest companies in the world, Microsoft, Meta, IBM, many others, um,
- ▶ 35:24 Rory O'Driscoll Microsoft's down 17.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 11:22 Matt Murphy They're alternative to open AI who's kind of tied to one cloud with Azure.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 8:42 Harry Stebbings And then you see Uber and Microsoft and some forms of
- ▶ 18:34 Harry Stebbings We were talking about the ROI earlier for enterprises, and we're seeing Microsoft set up a services department.
- ▶ 47:50 unnamed speaker From other big tech companies who've had a lot of different efforts, like Google, um, Microsoft, who, um, you know, coincidentally also try to, uh, solve climate change and cancer, um, but it's not their main, uh, business, um, and they… 2 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 22:30 Rory O'Driscoll If you had maybe even Microsoft, now that the divorce is coming true from OpenAI, you know, maybe this would be a great product to own if I was a cloud hyperscaler.
- ▶ 32:29 Rory O'Driscoll And, you know, obviously, you know, inference is both something that's done within the frontier model companies where they do their own inference, and people like Microsoft and Google provide the CapEx and provide the compute for that, but…
- ▶ 48:07 Rory O'Driscoll I mean, Microsoft, I mean, and this is one of the big, I've seen a bunch of articles on this. 3 times in the scene
- ▶ 48:18 Rory O'Driscoll Of the last couple of decades, someone like Microsoft was able to take it, you know, just use price rootlessly because there was zero cost of goods sold, and they just bundled the browser in with the operating system, bundled all Office in…
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 1:05:41 Harry Stebbings Is it like a cloud market where you have obviously Azure, AWS, GCP, or is it an Uber and a Lyft where one takes 90% and the others kind of fight for scraps?
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 53:43 Fred Turner These models are terrible editing Word documents, but if you tell them to write Python to edit a Word document, they're great at it. 2 times in the scene
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 33:22 Rory O'Driscoll And then the last thing you start talking is does co-work replace the, you know, the knowledge worker at 20 bucks like Microsoft Office.
- ▶ 41:11 Rory O'Driscoll You'll love Teams when you get to know it.
- ▶ 56:51 Jason Lemkin How did I buy seven subscriptions to Outlook three 65? 3 times in the scene
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 17:32 Harry Stebbings Another competitive element that you face for getting kind of the model providers, it's like actually Microsoft, you know, Microsoft have made a phenomenal business on the back of creating a 70% as good product, but bundling it into a… 7 times in the scene
- ▶ 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
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 9:10 unnamed speaker Microsoft owns 30% of OpenAI. 2 times in the scene
- ▶ 19:31 unnamed speaker Like, normally, the two winners in a space, you know, like, if you look at Microsoft, you know,
- ▶ 42:04 unnamed speaker Microsoft isn't going to say stop.
- ▶ 1:06:47 Harry Stebbings Does it ultimately provide the value Microsoft launches two and a half billion dollars and 6000 people to embed engineers inside enterprise clients targeting the MIT finding that 95% of enterprise AI pilots deliver no measurable P&L impact.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 22:47 Mike Mignano There's too many employees at a Salesforce or I don't know, a Microsoft such that every employee can just have an unlimited token spend budget. 2 times in the scene
- ▶ 40:35 Harry Stebbings Do you not worry about the enduring wave of Microsoft and bundling? 2 times in the scene
- ▶ 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.
- ▶ 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.
- ▶ 1:09:03 Harry Stebbings He got into venture the same year I was born, and he reminds me that Microsoft at one point were looking at becoming a bank.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 29:22 Harry Stebbings Do you think it's like an Uber lift market or do you think it's an AWS, Google Cloud, Azure market?
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 15:18 Rory O'Driscoll I would say, in fairness, I'm going to, I don't think crypto gets an automatic lift from AI, so I think you're being a bit harsh on that company, but your Adobe example is exactly correct, and it'll come, actually, it'll segue to the…
- ▶ 33:39 Harry Stebbings We're going to jump around a little bit here, but few companies have had the competitive tussle when it comes to regulation, uh, and government intervention or trying to than Microsoft. 10 times in the scene
- ▶ 36:07 Jason Lemkin I think stepping back for a minute, I think what is troubling is Microsoft guiding that Azure growth is decelerating. 6 times in the scene
- ▶ 46:43 Jason Lemkin So can they, I guess the meta question is going back to the Microsoft issue.
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- ▶ 23:30 K.R. Shridhar You know, Microsoft used to be considered a monopoly and everybody was afraid of it.
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 23:30 Harry Stebbings Uber and Microsoft have both put question marks around the productivity gains that come from AI tooling and engineering, saying they are questioning it.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 16:05 Harry Stebbings You're seeing very different camps from your Metas and Ubers and Microsofts who put in budgets to your free for all be creative.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 1:45 Ryan Petersen My, my first Excel, uh, my first and only financial model that I made for myself for the business got to one million of revenue, right? 3 times in the scene
- ▶ 18:33 Harry Stebbings And you know, you're seeing Uber and Microsoft come out saying, yeah, productivity gains are kind of questionable.
- ▶ 49:13 Ryan Petersen But there's gonna be a big category where you take, like, one of the things I'm having our procurement team doing is make the PowerPoint case study of the one, of the SaaS that we did replace, and how we did it, and how long it took.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 47:08 Aravind Srinivas Providers of OpenAI models, be it Bedrock or Azure or OpenAI themselves.
- ▶ 52:27 Aravind Srinivas That's something far more efficient that can run on, on, on people's local devices, you know, MacBooks, their Windows PCs.
- ▶ 59:41 Aravind Srinivas Like when we started perplexity, we had like around 200,000 dollars worth of Amazon credits and GCP credits and Azure credits.
- ▶ 1:04:59 Harry Stebbings Microsoft lining with them, putting a 1500 dollar token budget.
- ▶ 1:17:20 Aravind Srinivas You might want to hedge between having a lot of Microsoft stock and Salesforce stock versus, like, putting some of that into Anthropic. 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 10:05 Matan Grinberg Um, but to your point on model applications infrastructure, um, I'm not sure if you've seen, there's a meme of the Microsoft org chart, and it shows, like, you know, different segments, and they all have guns pointed at each other. 3 times in the scene
- ▶ 1:02:55 Harry Stebbings Is this an AWS Azure GCP?
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 41:33 unnamed speaker But man, if this becomes the, the steady state for startups, uh, and maybe it was in the old days, maybe in the old days of Microsoft, it was true. 2 times in the scene
- ▶ 1:09:26 unnamed speaker Um, I, I think it's actually a more important story, but maybe it takes time to, to track it is, you know, Microsoft's new models that it launches. 12 times in the scene
- ▶ 1:12:23 unnamed speaker Like Azure was never as good as AWS, but it was good enough for most of their corporates. 2 times in the scene
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 12:55 unnamed speaker Uh, but this is only the first layer of what we built, like scaled physical infrastructure that customers like Meta or Microsoft in our case can consume on the large volumes. 2 times in the scene
- ▶ 20:36 Harry Stebbings With that difficult awareness, where do you settle on what revenue concentration with a Meta or a Microsoft you are happy with? 2 times in the scene
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 55:50 unnamed speaker Um, and not sit and type into word.
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 0:29 Harry Stebbings And then finally, Uber and Microsoft now pessimistic on the productivity gains from AI.
- ▶ 51:37 unnamed speaker Is that which would you prefer crank for the next two hours on a PowerPoint or, you know, to get it just right or type it into, you know, Claude and say, make me a PowerPoint that does this, this and this, right? 2 times in the scene
- ▶ 55:13 unnamed speaker Can Microsoft take one-third of their engineering and do that?
- ▶ 1:07:44 unnamed speaker I remember in the mid nineties, the story was Microsoft would be a bank. 2 times in the scene
- ▶ 1:19:53 unnamed speaker So some on the millisecond trading stuff, yes, but is AI going to give you a meaningful opinion on should you hold Microsoft or Apple for the next five years?
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 26:30 Brendan Foody It's just like the barrier to automating everything that you can do in, say, Google Workspace is how do we cover the full distribution of all of the context, i.e. messages, slacks, slides, Excel sheets, and all of the tasks, prompts, and…
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 7:17 unnamed speaker The Uber COO says there's, there's, we've reached, we've already, and, and, and if they're not talking their own game, even Microsoft allegedly moving off Anthropic to saying it's too expensive to use Opus is, which I think is talking your…
- ▶ 21:59 unnamed speaker Listen, the, the, the Uber CO complaining and, and, and the Microsoft stuff, like we, we can, I can take some pot shots at it, but also I just think it's showing you the future.
- ▶ 32:33 unnamed speaker Being an agentic, uh, an agentic expert should be like Excel in 12 or 24 months.
- ▶ 42:07 unnamed speaker You might need to raise three hundred billion because maybe two years from now, Microsoft doesn't want to, or Amazon doesn't want to be your hyperscaler provider.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 11:49 Andrew Feldman I think, um, I, I think they're, they have created a dependence, which is probably not healthy, but I, I think the truth is, is that what, what AWS and Azure offer is extremely useful for most enterprises.
- ▶ 31:59 Andrew Feldman Sort of, and most concise description is, is what Microsoft has put forward.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 1:11:41 Jason Lemkin And I think there was a, and if they loved Elon, if this jury loved him, they would, I think they would have said the statute of limitations started when Microsoft, when they flipped it to a for-profit.
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
- ▶ 26:43 Shiv Rao As a doctor, um, and where we try to teach doctors about revenue cycle with pizza and PowerPoints, every single doctor, thousand yard stare, nobody want to be there.
- ▶ 34:04 Shiv Rao And the first big, uh, competitor for us was Microsoft. 4 times in the scene
- ▶ 35:46 Shiv Rao Yeah, I, I think there's a part of me that thinks that there's a lot of complex models out there and, um, and especially like the Microsofts of the world just obfuscate things so much and make things so complicated.
- ▶ 36:25 Harry Stebbings And like you care much more than Microsoft do about this market by very nature of the fact that it's all you do.
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