Microsoft, every mention
121 scenes (2023), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2023 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
Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- ▶ 17:23 Tomer Cohen Now coming from embedded systems, you can already see verticalization of software with chips dedicated where, you know, Microsoft announced they're going to start building this. 2 times in the scene
- ▶ 29:10 Tomer Cohen Compete with, you know, the next developer conference from OpenAI, despite us being some, you know, kind of siblings to an extent from a Microsoft standpoint, because that's what they're trying, that's what they'll do best.
Steve Goldberg: Core Questions All CFOs Ask Today When Buying | E1094 · 20VC with Harry Stebbings
- ▶ 54:13 Steve Goldberg Cause you think about our market, you can say, well, at that point, Siebel and Oracle were the big, PeopleSoft, SAP, Microsoft, you know, they, they were the, they, no one even knew about Salesforce.
Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- ▶ 53:13 Sanjit Biswas And you see this with some of the biggest, best companies that are out there, whether it's Amazon or Microsoft, you look at them over long periods of time.
- ▶ 58:32 Sanjit Biswas You've got Amazon and Microsoft and Google and now Oracle.
Geoff Charles: How To Hire Product Teams & Increase Product Velocity | E1091 · 20VC with Harry Stebbings
- ▶ 1:02 Geoff Charles Then I got kind of bored of PowerPoint presentations.
- ▶ 40:53 Geoff Charles So I, I think if we weren't in the B to B like fintech space, I would say incumbents, and you've seen that with like Microsoft teams and slack, right?
- ▶ 41:19 Geoff Charles That is actually even close to like a Microsoft level of like innovation and velocity.
Tooey Courtemanche: From Construction Worker to Billionaire CEO | E1090 · 20VC with Harry Stebbings
- ▶ 1:18:18 Tooey Courtemanche You know, it's, uh, I would think it would be Microsoft because 3 times in the scene
Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
- ▶ 2:21 Mike Shebat Just like how I mentioned to you, we plan on having a global impact, building a once in a generation company, and when you go back and you look at any of those once in a generation companies, Microsoft, Amazon, Apple, it was a group of…
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 1:01 Emad Mostaque I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.
- ▶ 10:54 Tomasz Tunguz So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market 2 times in the scene
- ▶ 19:19 Miles Grimshaw Think of it like how most go to, go to any Microsoft product right now. 2 times in the scene
- ▶ 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
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 30:36 Jeff Seibert If you go back 10 years, they were like, I would never put stuff on AWS or Google Cloud or Azure or whatever.
- ▶ 39:45 Jeff Seibert Uh, I would be very nervous about the OpenAI Azure partnership, and of course, Meta just made a big deal about partnering with Microsoft as well, so I think you're right.
- ▶ 39:45 Jeff Seibert Uh, I would be very nervous about the OpenAI Azure partnership, and of course, Meta just made a big deal about partnering with Microsoft as well, so I think you're right.
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 40:36 Des Traynor Um, I think Microsoft, they're probably less of a risk because of the really close partnership they have.
- ▶ 53:38 Des Traynor You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure.
- ▶ 56:00 Harry Stebbings And my hard thing is like, as a general capital allocator and capitalist who wants to make money, I think the upside is already priced into Microsoft or Nvidia, where I'm not looking at them like, oh, there's a buying opportunity now…
- ▶ 1:28:00 Des Traynor Like, I mean, simply having a better Excel, you could find yourself just sitting at the bar wondering why is no one paying attention? 2 times in the scene
Chris Degnan: Why You Should Hire a Head of Sales Sooner Than You Think | E1080 · 20VC with Harry Stebbings
- ▶ 1:25 Harry Stebbings You're likely using Google Sheets or Excel for your financing modeling, right?
- ▶ 12:33 Chris Degnan And so then I started really just focusing on digital native customers, customers that were already in the cloud, as opposed to me convincing someone to move to the cloud, Amazon, and then now Microsoft and GCP, they're convincing people…
- ▶ 22:27 Chris Degnan So early on with Snowflake, the challenge is that we were competing with Amazon, Microsoft, and Google.
- ▶ 54:45 Harry Stebbings You're likely using Google Sheets or Excel for your financing modeling, right?
Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
- ▶ 30:48 Danny Cohen So my background, I am not going to be the fastest in the room on the Excel, ok? 2 times in the scene
- ▶ 59:30 Danny Cohen but maybe that's- The rejuvenation of Microsoft. 3 times in the scene
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
- ▶ 21:43 Scott Farquhar Like you saw, you know, DEC, DEC, and a whole bunch of, you know, minicomputer people didn't make it to the PC, and instead you saw sort of IBM and Microsoft rise, and then the internet came around, and you saw Microsoft wane a little bit,… 3 times in the scene
- ▶ 43:45 Scott Farquhar One is I read a book called Leaving Microsoft to Change the World, which is sort of a guy named John Wood, started a foundation, um, non-profit called Room to Read, and their, their motto is world change starts with educated children.
Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- ▶ 1:00 Guillermo Rauch I would use a tool called Front Page.
- ▶ 52:25 Guillermo Rauch The best example would be, I have a competitor to Microsoft Word coming to market, right? 2 times in the scene
- ▶ 55:59 Guillermo Rauch Uh, one thing I'll, I'll give some kudos to Microsoft for is that, 2 times in the scene
- ▶ 1:00:07 Guillermo Rauch You're like, oh, I'm using Vercel for this little thing here to like host this, but I'm using Asher here and Google here.
- ▶ 1:01:42 Harry Stebbings Because closed systems are the ones that deliver that packaged Microsoft tick bundle with a ribbon and closed and opens like, ah, I mean, it's great in many ways, but we both know it's not the packaged product that Microsoft is. 2 times in the scene
- ▶ 1:03:49 Guillermo Rauch Azure is a Linux-first cloud, as opposed to a Windows Server-first cloud, right?
Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- ▶ 53:54 Harry Stebbings Windows in cloud at Microsoft. 2 times in the scene
Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
- ▶ 0:51 Christian Kleinerman I joined Microsoft.
- ▶ 0:56 Christian Kleinerman SQL server, appliances when appliances were the thing to build and then cloud services.
- ▶ 2:03 Christian Kleinerman Well, one of those startups, we, we built some scheduling software for airlines and the thesis was you build it once works, then you just resell it and you can be the next Microsoft.
- ▶ 2:23 Harry Stebbings If that's the lessons learned from, um, respectfully, the startups that maybe didn't go to plan, we could say, when you think about Google and Microsoft, they're such symbolic institutions in our environment. 4 times in the scene
- ▶ 2:51 Christian Kleinerman At the time, SQL Server was coming from way behind competing with market leaders that were at Oracle and IBM, and the way in was not to have every single feature and capability that those technologies had.
- ▶ 4:15 Harry Stebbings If you could call yourself up the night before your first role in product, before Microsoft, before Google, what would you call yourself up and advise yourself, knowing all that you know now?
- ▶ 27:36 Christian Kleinerman Microsoft probably has it with Azure OpenAI.
- ▶ 28:33 Christian Kleinerman Microsoft saying that they'll stand by customers from a copyright perspective. 4 times in the scene
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
- ▶ 28:38 Mike Maples Microsoft was going to come in with our identity solution.
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 4:41 Miles Grimshaw and, you know, Azure spend, they classify and all of the cloud SaaS, like 10 to like 300, 303 154 hundred, I forget the latest number.
- ▶ 1:02:51 Miles Grimshaw You, you think back to the story of Microsoft and, and, um, 95 Bill Gates wrote sort of the Paul Harbour memo of like, we need an internet native
- ▶ 1:08:59 Miles Grimshaw Go to, go to any Microsoft product right now. 2 times in the scene
- ▶ 1:22:23 Miles Grimshaw You want a story of like Microsoft? 2 times in the scene
20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
- ▶ 21:29 Richard Socher We've also seen Bing and Google copy what we have launched late last year with you chat.
- ▶ 25:56 Tomasz Tunguz Microsoft has an incredible channel. 3 times in the scene
- ▶ 27:46 Emad Mostaque I think it's going to be us, NVIDIA, Google, Microsoft OpenAI, and Demeter and Apple, probably, are the ones that train these models.
Noam Shazeer: How We Spent $2M to Train a Single AI Model and Grew Character.ai to 20M Users | E1055 · 20VC with Harry Stebbings
- ▶ 22:04 Harry Stebbings It's, I'm not, not less so on the Facebooks of the world, but more the Microsofts and the Adobe's win.
Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
- ▶ 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? 2 times in the scene
- ▶ 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?
- ▶ 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?
- ▶ 23:32 Howie Liu You know, while Google Sites and Microsoft PowerPoint are for sure going to implement Gen AI capabilities into their own products, that, you know, these, uh, these new upstarts, um, implement them in a way that actually goes after novel… 3 times in the scene
- ▶ 34:26 Howie Liu Um, but there's also other products that offer the same thing, whether it's Teams or Meet, you know, there, there, there were many other products like BlueJeans, et cetera, that, that predated, um, you know, the, the current era of… 2 times in the scene
- ▶ 35:16 Howie Liu Uh, I'm going to go with, you know, office, um, and I'm going to buy it all together as a bundle.
- ▶ 35:38 Howie Liu And if someone like users would have preferred X, Y, Z, you know, uh, let's, let's just say like document editing product instead of word too bad because it's close enough.
- ▶ 36:16 Howie Liu One in that we're much faster to build on and deploy than say a ServiceNow or a PowerApps.
Richard Socher: The 3 Biggest Barriers to Building AGI; AI Startups vs Incumbents | E1050 · 20VC with Harry Stebbings
- ▶ 39:38 Richard Socher Uh, we've also seen, uh, Bing and Google copy, you know, what we have launched last late last year with you chat.
- ▶ 42:29 Richard Socher Like both Microsoft Bing, uh, and Google, uh, are much more actively working and innovating than they had been for the last 10 years, right?
Tim Urban: How "Wait But Why" Grew to 600k Readers; AI's Revolutionary Impact on Media | E1048 · 20VC with Harry Stebbings
- ▶ 24:36 Harry Stebbings Do you just do Word docs, Google docs?
DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
- ▶ 0:09 Sam Lessin Bet on Microsoft.
- ▶ 17:36 Sam Lessin They're not, you know, even if you add up Facebook, Amazon, Microsoft, Google, that's a small percentage of the TAM of the world, right?
- ▶ 51:40 Sam Lessin It's like, you want to bet on AI, bet on Facebook, bet on Amazon, bet on Google, bet on Microsoft.
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- ▶ 27:37 Jason Lemkin We saw this with AWS, Azure, Google.
Ilir Sela: How I Founded Slice Pizza & Became One of Macedonia’s Largest Employers | E1044 · 20VC with Harry Stebbings
Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
- ▶ 20:05 Harry Stebbings So often I see startups and they go, ooh, amazing name from, you name it, big company, Microsoft, Oracle, you name it. 2 times in the scene
Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
- ▶ 2:30 Douwe Kiela Was done at Microsoft Research in New York with a very famous researcher called Leon Bottoux, uh, who is Jan LeCun's kind of, um, I wouldn't say sidekick because that doesn't really do justice to, to what he's done.
- ▶ 45:32 Harry Stebbings Is it Microsoft?
- ▶ 45:35 Douwe Kiela So I, I've been very impressed actually by, by how Microsoft has managed to turn everything around, um, by, by strategically collaborating with a, a better AI lab in the shape of open AI. 3 times in the scene
Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
- ▶ 7:04 Akin Babayigit Um, and you know, I mean, it was spun off from eBay, acquired by this investor consortium, sold it to Microsoft for, I think, 8.1 billion dollars.
- ▶ 1:28:07 Akin Babayigit It's like, if you look at any platform, um, and this I learned from Julian, if you look at any platform from Microsoft 2 times in the scene
Gina Gotthilf: Lessons Scaling Duolingo from 3-200M Users; How to Master PR and Comms | E1028 · 20VC with Harry Stebbings
- ▶ 1:18 Gina Gotthilf I didn't know how to use Excel when I graduated.
Rich Liu: Sales in 2023; How to Onboard, Manage and Scale Reps; PLG vs Enterprise Growth | E1023 · 20VC with Harry Stebbings
Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- ▶ 15:40 Tomer Cohen Now, some of the best companies in the world that their funders do not play an operating role, like Microsoft or Intuit or Netflix right now or Amazon, the founders are still playing a guiding role. 2 times in the scene
- ▶ 1:05:34 Harry Stebbings You look at Microsoft, you look at Adobe, and how Adobe are integrating into core products and product suite.
- ▶ 1:16:51 Tomer Cohen So for example, when Bing launched their, uh, experience with Copilot,
- ▶ 1:16:51 Tomer Cohen So for example, when Bing launched their, uh, experience with Copilot,
- ▶ 1:35:09 unnamed speaker I've been very impressed with what Satya and Microsoft has done with the OpenAI integration. 3 times in the scene
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 20:41 Emad Mostaque OpenAI used Microsoft for distribution and that flywheel. 6 times in the scene
- ▶ 22:09 Harry Stebbings You've seen, obviously, OpenAI with Microsoft.
- ▶ 26:05 Emad Mostaque Because it's going into Word, it's going into workspace, you know, like, it helps already.
- ▶ 39:44 Emad Mostaque They're doing the POC thing, like some like Microsoft and others for consumer, they're adopting it.
- ▶ 45:59 unnamed speaker Uh, Google, Microsoft OpenAI, and, um, Meta and Apple probably are the ones that train these models.
- ▶ 1:03:36 Harry Stebbings When you look at the incumbents at your Microsoft, your Apple, your Amazon, your Google, uh, 2 times in the scene
Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
- ▶ 23:55 Yann LeCun So if you think about it, the, the early days of the internet, there was a battle between Microsoft and Sun Microsystems to provide the basic infrastructure for the internet. 2 times in the scene
Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
- ▶ 5:51 Clément Delangue Uh, even before, before ChatGPT, even before like, you know, uh, the new being, AI was used in, in Google for like billions of users every day.
- ▶ 27:22 Harry Stebbings And my thinking more and more is, incumbents who are fast moving, like Microsoft who are incorporating, you know, into PowerPoint, like Adobe who are incorporating into all of their suite of products, they will take 90% of the gains,…
- ▶ 27:22 Harry Stebbings And my thinking more and more is, incumbents who are fast moving, like Microsoft who are incorporating, you know, into PowerPoint, like Adobe who are incorporating into all of their suite of products, they will take 90% of the gains,…
Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
- ▶ 1:41:37 Chris Paik And so we, at Twitch, we saw countless competitors, inclusive of Mixer, Microsoft's, like, competitor, throw massive minimum guarantees at streamers on Twitch, and none of them, they all failed.
Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- ▶ 12:16 Vince Hankes And so when we think about other hype cycles, I mean, if you go back to even the.com bubble, uh, when that ran up, I think the, I don't know the exact stat, but I'm sure people on the show will fact check me, but I think Microsoft, Intel,… 2 times in the scene
- ▶ 23:17 Vince Hankes And so even if the raw model is, does get competed against, there are maybe companies like Google or Facebook or Microsoft or some of these startups that can compete on that.
- ▶ 24:54 Vince Hankes Even Microsoft. 4 times in the scene
- ▶ 26:13 Vince Hankes They've shipped AI in Bing, AI in PowerPoint.
- ▶ 26:13 Vince Hankes They've shipped AI in Bing, AI in PowerPoint.
- ▶ 29:52 Vince Hankes I think if you think about infrastructure companies as platforms, you know, if you think about the software market as the relatives, the value of AWS and Microsoft and Google cloud versus the software companies built on top or all of the…
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