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
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 3:58 Luke Harries My top tip for any young people listening is do hackathons with your smartest friends, because what happened with that hackathon is one, we ended up winning the Microsoft prize. 2 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 10:41 Rory O'Driscoll On the other hand, the remaining players, I mean, I, you know, I wonder, does Amazon, does Apple, does Microsoft,
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
- ▶ 32:12 Alan Chang And you're trying to fill the page, and you couldn't think of anything to put, and you're like, put your special skills like Microsoft Word.
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 47:11 Matt Fitzpatrick Now, Excel comes around. 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 53:50 unnamed speaker The co-pilot was the worst of all worlds. 2 times in the scene
- ▶ 54:10 unnamed speaker I mean, starting, let's be honest with Microsoft. 2 times in the scene
- ▶ 54:19 unnamed speaker That's going to be the, I think the biggest risk when you're, and I think it's interesting, we're kind of dissing on Adobe, we're kind of worried, dissing on Microsoft, we're dissing on Salesforce.
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 3 times in the scene
20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with Gérald Marolf
- ▶ 0:37 Harry Stebbings Before On, Gerald spent over a decade building consumer brands with collaborators like Microsoft and Ferrari.
- ▶ 7:30 Gérald Marolf Whereas if you do a, I don't know, a homepage on bing.com, you might want to hide something and then some people find out, and then you can actually emphasize
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 26:24 unnamed speaker Microsoft, like to see more of a plan, but yeah, you got this thing.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 29:18 David George Um, I don't think it necessarily means that every SaaS company is doomed, but you know, even Microsoft has reduced their headcount by six percent over the last year or so.
- ▶ 47:46 David George And so, you know, I think it's one of those cases where similar to cloud, like if you could own all of AWS, Azure and GCP as independent companies,
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
- ▶ 25:25 Raz Herzberg So before Wiz, they sold their first company to Microsoft. 8 times in the scene
- ▶ 25:36 Raz Herzberg And leading all of the Azure security products. 2 times in the scene
- ▶ 25:40 Raz Herzberg I led Azure Sentinel, which is one of the Microsoft security products.
- ▶ 28:30 Raz Herzberg At Microsoft, when you build something into the product, even the tiniest feature, you have to think about it working for the biggest organizations in the world, for the biggest cloud deployments in the world. 7 times in the scene
- ▶ 53:46 Raz Herzberg There was something terribly scary about it, because we were all leaving very good jobs in Microsoft.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:00:29 Rory O'Driscoll In Cloudland, there was an oligopoly of Amazon, Microsoft, and Google, but you couldn't easily switch between.
- ▶ 1:21:42 Harry Stebbings Microsoft and Apple do too.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 14:34 unnamed speaker Just like a Microsoft was able to bundle Microsoft products. 2 times in the scene
- ▶ 33:24 Jason Lemkin Microsoft has said they're already past peak employee.
- ▶ 47:38 unnamed speaker Especially when you have a, you know, everybody poked poor Google and Microsoft said, we'll make them dance.
- ▶ 58:39 unnamed speaker Come back to me and said, um, Microsoft, Oracle, and Thun.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 29:39 Jonathan Siddharth The recipe for ranking search results was well known among Google, Yahoo, Microsoft, and a few others.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:11 Harry Stebbings So Anthropics secured up to fifteen billion dollars from Microsoft and Nvidia. 6 times in the scene
- ▶ 1:16 Harry Stebbings Pushing valuation to three hundred and fifty billion with commitments for thirty billion dollars in Azure Compute. 2 times in the scene
- ▶ 11:38 unnamed speaker You know, they should, you know, Microsoft, Amazon, maybe OpenAI to the extent they want to do data sets, would be the obvious next places to go, because they're the other people who are doing so much compute that it will be worth their…
- ▶ 12:15 Harry Stebbings It's the core risk of McCaw, of Surge, of Turing, of all of these data providers, being that they have all two customers that have more than 50% of their revenue for all of them, and the bet that you're taking or the risk that you're… 2 times in the scene
- ▶ 19:49 unnamed speaker So you're really saying at the margin, what you're saying is, is Microsoft going to increase another 30% next year? 2 times in the scene
- ▶ 36:22 Jason Lemkin Now, so did Replit and Lovable at the start of this year, that everyone, Replit, Lovable, Microsoft, everyone said, give us one line and we will build you Salesforce.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 2:38 Maor Shlomo And I remember telling Avishai, like the CEO of Wix, I was telling him, yeah, if Kelser was, was sold to Microsoft,
- ▶ 18:40 Maor Shlomo Um, Microsoft building like some vibe coding tools on top of like the, the office and whatever.
- ▶ 18:40 Maor Shlomo Um, Microsoft building like some vibe coding tools on top of like the, the office and whatever.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 4:37 Tomasz Tunguz And in the most recent Microsoft transcript, uh, from the earnings, they're talking about a hundred to a hundred and fifty million developers just on GitHub.
- ▶ 15:33 Tomasz Tunguz And then, you know, Microsoft also said they were producing, compared to 12 months ago, they were producing 90% more tokens per GPU hour than 12 months ago. 5 times in the scene
- ▶ 16:08 unnamed speaker So a whole bunch of corporate America will just go with that, especially, you know, it's like the, it's like the Zoom versus Teams discussion and there'll be bundled people. 2 times in the scene
- ▶ 40:34 Tomasz Tunguz So I'm looking at Oracle credit default swaps, you know, triple what Amazon and Microsoft and others are. 5 times in the scene
- ▶ 1:04:06 Tomasz Tunguz Like, uh, I went back and looked at Microsoft, you know, you needed like fifty million in trailing revenue and six quarters of profitability to go public, right?
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 16:28 Jason Lemkin Folks talk about it as like an AI PowerPoint, but they missed the point. 3 times in the scene
- ▶ 17:20 Jason Lemkin I don't even know where my key is to Microsoft Office. 2 times in the scene
- ▶ 20:02 Jason Lemkin Like copilot, the lame thing about copilots is they were just tools. 2 times in the scene
- ▶ 23:11 Jason Lemkin Not just make me PowerPoint, not just, you know, oh, Gamma's the PowerPoint for AI. 2 times in the scene
- ▶ 23:18 Jason Lemkin Microsoft will figure that out.
- ▶ 1:01:57 Jason Lemkin Like open AI is buying like a normal, buying like an Adobe or a Microsoft now.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 26:19 Harry Stebbings And then you look at Google Cloud, you look at Azure, and you look at AWS, and you're going, wow, maybe the best business in the world is a commodities business, to your point. 2 times in the scene
- ▶ 1:16:14 Everett Randle And so I think we think, and we stay up all night thinking about like, well, what are, what is going to be the Amazon and the Google and the Microsoft of this era?
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 43:14 Rory O'Driscoll They felt they'd slipped versus Google and Microsoft in the AI world. 7 times in the scene
- ▶ 1:02:43 Rory O'Driscoll You just, I don't want opinions from people who just saw it on PowerPoint.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:34 unnamed speaker They cut their deal with Microsoft, and they cut their deal with the attorneys general, the plural of attorney general, um, of Delaware and California, which means they have been able to implement their restructuring, which means they can… 2 times in the scene
- ▶ 5:46 unnamed speaker Microsoft had a fair amount of leverage. 10 times in the scene
- ▶ 6:03 unnamed speaker They got some a significant going forward contract for Azure business if they want it, which we can come back to.
- ▶ 1:18:27 unnamed speaker Microsoft went and rented a model from OpenAI, and now, now the contract's nearly up, and they, they, yeah, they did it to make a lot of capital gain, but they didn't actually, in my view, really develop something compelling that they own…
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 16:10 Harry Stebbings Are three of the best businesses, not commodity businesses, in the form of Google Cloud, AWS, and Azure?
- ▶ 22:51 David Cahn Microsoft and Amazon specifically were driving the vast majority 5 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 41:40 Harry Stebbings Um, OpenAI have said that they will spend potentially more with Oracle than with Microsoft. 12 times in the scene
- ▶ 44:42 unnamed speaker And say, it's no accident that Microsoft said, you know, that's an interesting risk return profile, but I don't need that bet.
- ▶ 53:42 unnamed speaker I promise five billion to Microsoft.
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
- ▶ 29:54 Harry Stebbings Well, Microsoft just asleep at the wheel there.
- ▶ 40:18 Zach Lloyd It might look like G cloud, AWS, Azure level competition, or it might look like actually like open source, like database competition. 2 times in the scene
- ▶ 59:17 Harry Stebbings Microsoft? 2 times in the scene
- ▶ 59:18 Zach Lloyd I guess, but they, like, I think that they kind of screwed up Copilot.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 22:01 Mike Cannon-Brookes There's an old adage in enterprise software that every single piece of enterprise software can be replicated with email and Excel. 4 times in the scene
- ▶ 25:28 Mike Cannon-Brookes Microsoft Word has a lot of buttons at the top of it. 2 times in the scene
- ▶ 28:13 Harry Stebbings Well, I do want to jump on a lot of that, but we see your cloud flares, your Salesforce adopt, Microsoft even, adopt Vibe coding environments, ah, that replicate a lovable or a replet.
- ▶ 29:57 Mike Cannon-Brookes Where previously they might have tried with Excel, or they might have filed a ticket with IT, or they just wouldn't have bothered, right?
- ▶ 47:16 Mike Cannon-Brookes Some of the companies we looked up to to the most as nerdy students of technology were like Microsoft, Adobe, Intuit.
- ▶ 48:08 Mike Cannon-Brookes If you look back to Adobe or Intuit, well, they had to navigate DOS, to client server, to Windows, to the internet, to mobile, to all these things.
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 33:35 Chris Degnan I don't think it could never happen, but Amazon, Microsoft and Google are the primary competitors to Databricks and so forth.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 6:09 Rory O'Driscoll The Windows Intel game beginning again, right? 2 times in the scene
- ▶ 6:12 Rory O'Driscoll If you zoom back 30 years and everyone has shift windows, Microsoft. 8 times in the scene
- ▶ 15:11 Rory O'Driscoll OpenAI can sit, or Microsoft can sit there and go, you bastards, you're only paying, you know, 50 dollars a chip to TSMC, and you're charging me, you know, 300.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 47:31 Andrew Feldman OpenAI used, uh, Azure, a hundred percent infrastructure for years, and Anthropic has used a combination of AWS and Google.
- ▶ 48:54 Andrew Feldman Um, but I, I think that, uh, you know, companies at the size of Microsoft have been unable to deliver, uh, chips, right?
- ▶ 59:27 Andrew Feldman Um, you know, if, if you look at, uh, CE, the great CEOs in our industry, Janssen, Hawk, Tan, Lisa, I mean, you go down the list at, at, at, uh, Sundar, at, at Microsoft, I mean, they came or their parents came.
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 53:25 Harry Stebbings Microsoft and Satya are fucking great.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:48 Jonathan Ross What is Microsoft doing? 2 times in the scene
- ▶ 2:01 Jonathan Ross And one of the best examples of the value that's coming from the spend, Microsoft in one quarter deployed a bunch of GPUs, and then announced that they weren't going to make them available in Azure because they made more money using them…
- ▶ 1:01:03 Harry Stebbings Everyone rips today, but if NVIDIA, MATA, Google, Microsoft suddenly hit speed bumps and the AI speed train
- ▶ 1:28:24 Harry Stebbings When you look at Google, Microsoft, and Amazon, you can buy one and you can sell one, which you buy, which you sell. 4 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 7:40 unnamed speaker I, I think they could be, they've already been through enough drama and trauma with Microsoft and throwing Sam Altman out of the company and bringing them back.
- ▶ 10:23 unnamed speaker Look at the two other four trillion, three, four trillion dollar market cap companies, Apple and Microsoft. 2 times in the scene
- ▶ 1:06:46 unnamed speaker Microsoft is using H-one B's while laying off Americans.
- ▶ 1:12:00 unnamed speaker You know, you have the dynamic of Microsoft at all times. 2 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 38:21 Hemant Taneja Uh, the first one to provide that computer was Microsoft 9 times in the scene
- ▶ 39:16 Hemant Taneja Azure's had a huge draft because of, uh, open AI as well. 2 times in the scene
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 35:51 unnamed speaker You know, Sam Altman is getting, frankly, leverage in his negotiations with Microsoft by making it clear he has another capex provider willing to spend vast amounts of money. 14 times in the scene
- ▶ 44:01 unnamed speaker I mean, Microsoft, I think today said they're moving not just parts of office to Anthropic, but that it is the default choice for several other products and that Microsoft today said several months ago, they told their teams to start using…
- ▶ 46:29 unnamed speaker We have some business with them as a hosting provider for Azure. 2 times in the scene
- ▶ 48:45 unnamed speaker I mean, the lift, the real value to Microsoft has been the lift and its perceived market cap and its actual market cap from the perceived AI buzz in this two years where frankly they had nothing. 7 times in the scene
- ▶ 52:51 unnamed speaker But his ability to have no equity in OpenAI, but Microsoft couldn't pay him enough to move over to de-huskify because he had no equity to husk, right?
- ▶ 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.
- ▶ 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.
- ▶ 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
- ▶ 5:25 Amit Bendov And I sent my product manager to sift through CRM notes and they spent a couple of weeks, load everything to Excel.
- ▶ 18:44 Harry Stebbings We just released a show today with Jason Lemkin and Rory O'Driscoll, who I love dearly, and we're talking about Microsoft laying off 9000 people. 2 times in the scene
- ▶ 57:13 Amit Bendov I think, listen, both Salesforce and Microsoft are incredible companies, you know, and, and, uh. 4 times in the scene
- ▶ 57:28 Amit Bendov They're integrating Gong as part of a co-pilot, but they have in a CRM.
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 3:18 Harry Stebbings And one feature I love, the two-way sync with Jira and Azure.