Microsoft, every mention
185 scenes (2024), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2024 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
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 6:47 Harry Stebbings Do you think we will continue to live in a world of many models which are specialized in many different areas, or do you think there will be one or two monolithic models similar to what we have in cloud today with AWS, Azure, Google Cloud?
- ▶ 58:34 Daniel Dines So it's not only about being CEO, but even when I was a software engineer at Microsoft, I felt equally wrong.
- ▶ 1:01:12 Daniel Dines There is something inside me that is, it's, it's a more powerful aspect of myself that tells me, no, this is the right thing to do, and I always did, and it was so hard for me to work in Microsoft, especially the last couple of years,…
Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
- ▶ 1:10:23 Guillaume Moubeche Actually, you were paid by Microsoft in the meantime, where you were like CEO, but through like another company structure.
Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- ▶ 1:02:54 Zachary Bookman Where I'm going with this Harry is like to run like a Microsoft. 5 times in the scene
- ▶ 1:04:36 Harry Stebbings I think the chance that Microsoft actually takes something with it and
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 9:27 Harry Stebbings Benioff came out fighting against Copilot. 2 times in the scene
Jason Citron, Co-Founder/CEO @Discord: The Untold Story Behind Scaling to 200M Users | E1230 · 20VC with Harry Stebbings
- ▶ 30:31 Jason Citron Microsoft has been a, a really fantastic partner for us. 2 times in the scene
- ▶ 44:11 Jason Citron You know, the PC game store industry was kind of slow moving for a while, and in that window, like Epic launched theirs, we launched one, Microsoft was coming, and I realized that to compete in this business, we were gonna have to spend a…
Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
- ▶ 1:18:58 Dan Fougere I feel like it's almost like when the, when the Microsoft office suite came out, that's how old I am.
Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- ▶ 8:49 Raman Malik So, you know, you, you imagine you, you open up an Excel sheet.
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 18:33 Matt Grimm So like if we have an idea of a new capability, a new type of missile, a new type of drone, a new type of submarine, like we can just go do that and then show them and then show them and then say beyond just like, oh, Hey, here's a… 2 times in the scene
- ▶ 25:13 Matt Grimm Uh, so if you've spent any time around lawyers or accountants or, uh, you know, folks of that type that bill by the hour, so what happens on these large defense procurements is that one of these prime contractors will come in and they will… 2 times in the scene
Karri Saarinen: How to Grow Capital Efficiently in a World of BS Growth | E1221 · 20VC with Harry Stebbings
- ▶ 49:47 Harry Stebbings And it's like Microsoft
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 9:11 Daniel Khachab Not Google sheets, but Excel sheets. 2 times in the scene
AJ Tennant: How to Build a Sales Machine and Where Most Go Wrong | E2118 · 20VC with Harry Stebbings
- ▶ 15:12 AJ Tennant And then, as soon as we did that, that's when the momentum of the business started to take off, because then we said, let's move up market even more, let's go after more traditional, like, Microsoft accounts, and start to build out the…
- ▶ 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,
- ▶ 39:55 AJ Tennant If I give you, like, your book of business today, a hundred accounts, that's an Excel spreadsheet on column, column A is the name of the accounts.
- ▶ 1:03:58 AJ Tennant I think part of why we lost that war was, yes, like, monopolistic behavior by Microsoft, but, um,
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 2:11 Mamoon Hamid Yeah, we have some very strong incumbents, Google, Microsoft, Amazon, Meta, Oracle, who can all spend hundreds of billions on these front end models.
- ▶ 24:35 Mamoon Hamid Nobody wanted to invest in a cloud storage business that would get eaten up live by a Google or a Microsoft.
- ▶ 28:36 Mamoon Hamid This is, uh, when Yammer got acquired by Microsoft, uh, it was a 1.2 billion dollar acquisition.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 51:54 David Frankel oh my god, like I'm going here before Google, I'm not sure that Microsoft can think of it only as their plaything. 4 times in the scene
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 13:39 Jeff Wang And so what we did, we pulled together a 50 page PowerPoint strategy presentation, and I had to sit down in front of the partnership in the main, in the Menlo Park office, in the main Ford conference room, in the hot seat for founders and…
- ▶ 1:05:25 Jeff Wang So everyone else, myself included, would come in with these long PowerPoint presentations.
- ▶ 1:05:31 Jeff Wang But Rulof would walk in with this two-page Word document, right?
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 19:41 Eiso Kant This is Google in number two, uh, sorry, Microsoft in number two, Google in number three. 4 times in the scene
- ▶ 27:47 Eiso Kant In distribution, Microsoft definitely has an incredible positioning in the world.
- ▶ 31:17 Eiso Kant And this is, I think, on the earnings calls of NVIDIA and, and, and Amazon and, and Google and Microsoft, I think you can get most of your, your view there.
- ▶ 38:36 Eiso Kant The way I look at this is that we're going to be in a world where those three, and possibly new entrants, or possibly, you know, AMD may be catching up, but I think really those three, and Microsoft with their own silicon one day, are…
- ▶ 43:43 Eiso Kant If look at our capital raise, our last five hundred million dollar round, you'll see that there's none of the, the big hyperscalers, Google, Microsoft, you know, Amazon were part of the round.
- ▶ 53:29 Eiso Kant What I would like to see and what I think is going to happen is that it's not just Google, Amazon, and Microsoft.
- ▶ 1:07:14 Eiso Kant It was probably the dumbest financial decision of my life, considering it was an all stock offer and GitHub sold to Microsoft, I think, less than a year later.
Maria Angelidou:Product Lessons Leading Facebook App Monetisation Team to Billions in Revenue |E1210 · 20VC with Harry Stebbings
- ▶ 51:18 Maria Angelidou Well, I cannot not mention, um, with everything that's going on in our industry, uh, Satya and Microsoft and what he did with open AI and infection AI. 2 times in the scene
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 13:52 unnamed speaker So Amazon web services, Azure, Google cloud services like that there's tool makers.
- ▶ 1:06:13 Bret Taylor So I think just like with all of these things, that's why I mentioned that, that outlook worm, you know, I think as these technologies get developed, you know, you end up with, you know, collectively are learning about the ramifications of…
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 21:38 Harry Stebbings Microsoft has such large- 3 times in the scene
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 2:07 Mike Hudack You know, he'd do a product review on Excel and he'd be like, click on that menu, go down five levels. 2 times in the scene
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 4:10 Harry Stebbings Kevin Scott at Microsoft says, absolutely, we have a lot more room to run.
Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings
- ▶ 53:23 Aman Narang At the end of the day, fundamentally back to like, you know, it's not a business strategy, like any strategy you want, you put PowerPoint together and Excel spreadsheet together as it says, you know, here's a business model.
- ▶ 53:23 Aman Narang At the end of the day, fundamentally back to like, you know, it's not a business strategy, like any strategy you want, you put PowerPoint together and Excel spreadsheet together as it says, you know, here's a business model.
- ▶ 57:10 Aman Narang I mean, I've heard just like great things about Satya, about how he's transformed Microsoft, you know, in terms of building an amazing culture and learn from a learning mindset and growth mindset.
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 8:24 Harry Stebbings Like, how can you afford to maintain your position in this race unless you are Microsoft
- ▶ 30:56 Harry Stebbings I think everyone realizes now that cloud is the cash cow that keeps on giving when you look at kind of the continuing growth rates and profitability of Azure and Google Cloud and everything in between, and actually you'll just see the…
- ▶ 31:32 Harry Stebbings Um, Inflection, obviously gone to Microsoft.
- ▶ 37:13 Aidan Gomez And then the other folks like Microsoft, like Salesforce, like, uh, like Notion as well, um, they're charging for the AI features and getting a bigger business as a product.
- ▶ 42:52 Harry Stebbings I think co-pilot's the right way to do that. 3 times in the scene
- ▶ 42:54 Aidan Gomez I think Copilot is great, and it's like the right idea of augmenting a workforce with a, with an assistant, um, but it's siloed, again, within an ecosystem, so it's, it plugs into Office
- ▶ 43:09 Aidan Gomez and, you know, the Microsoft suite of products, but enterprises don't just use Microsoft, right? 2 times in the scene
- ▶ 43:49 Aidan Gomez So I, I don't think that that's going to be done by Copilot.
Laela Sturdy: Life Inside Alphabet's $7BN Growth Fund | E1190 · 20VC with Harry Stebbings
- ▶ 19:54 Harry Stebbings and I pushed back in that way and the great leadership that Microsoft had under Satya.
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 6:13 Kaz Nejatian You know, like Microsoft's first product was a bootloader for basic. 3 times in the scene
- ▶ 10:36 Kaz Nejatian They go into some Excel sheet, but I'm pretty sure Excel has done more damage to the world than any other software. 3 times in the scene
- ▶ 11:56 Kaz Nejatian Or in real world, what happens is a CSV export from here into an Excel sheet there to make a decision. 2 times in the scene
- ▶ 39:28 Kaz Nejatian We don't sell PowerPoint wear at Shopify. 2 times in the scene
- ▶ 42:26 Kaz Nejatian Like, look, enterprises use Windows. 2 times in the scene
- ▶ 43:53 Kaz Nejatian It would have been Intel, Microsoft before Intel and Microsoft had, uh, had divorce is too hard a word, but had like the thing they did. 2 times in the scene
- ▶ 54:08 Harry Stebbings But when we look at, you know, um, Google, when we look at Amazon, when we look at Microsoft, when we look at Elon Musk and, you know, X and Tesla, and when we then extrapolate that out across everyone worth over a hundred billion dollars,…
- ▶ 1:03:06 Kaz Nejatian I mean, obviously, I think everyone will say Microsoft and OpenAI, because that's just like, what they have done to search is just add, like, strip admirable. 2 times in the scene
Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
- ▶ 4:42 Dax Dasilva It was like a, you know, an access, Microsoft Access database, homegrown.
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 9:11 David Cahn Microsoft, Amazon, and, and, and, uh, and, and Microsoft Azure and Google now represent seven trillion dollars of market cap.
- ▶ 9:11 David Cahn Microsoft, Amazon, and, and, and, uh, and, and Microsoft Azure and Google now represent seven trillion dollars of market cap.
- ▶ 11:54 David Cahn That's the business that Azure, Google and, uh, and, uh, and AWS control is the same size as the entire SaaS sector.
- ▶ 16:53 David Cahn So Microsoft or Amazon goes to this real estate developer and he says, hey,
- ▶ 23:27 David Cahn And I think actually one of the big questions that Microsoft and OpenAI are going to face, uh, and Amazon and Anthropik are going to face is how do they, how do they unify those efforts, right?
- ▶ 23:51 Harry Stebbings Even though open AI or Anthropic can raise a 1,000,000,002 1,000,000,003 billion, Microsoft throw off three hundred and thirty million in three free cash flow per day. 2 times in the scene
- ▶ 24:21 David Cahn Microsoft has a cash machine called Azure.
- ▶ 26:10 David Cahn Like Microsoft probably doesn't want to acquire open AI.
- ▶ 26:46 Harry Stebbings To what extent do you think about the ones that aren't investing so heavily in it in your, we mentioned obviously, you know, Google, we haven't mentioned Meta, Microsoft.
- ▶ 33:24 David Cahn And if Microsoft stops buying your diesel generators, that factory is going to sit dormant. 2 times in the scene
- ▶ 42:28 David Cahn So Microsoft builds their own data center. 8 times in the scene
- ▶ 44:45 David Cahn You're basically getting Microsoft debt through this kind of financial engineering, you're getting a slightly better return on that Microsoft debt, and you can deploy a lot of capital against that because, hey, Harry, if I offered you… 2 times in the scene
Ben Fiechtner: 12-Week Step-by-Step Framework to Crush Every Sales Quarter | E1185 · 20VC with Harry Stebbings
- ▶ 57:42 Ben Fiechtner And he goes, candidly, and this was kind of ways into your point, he's like, if you want my job, I scheduled time on Outlook with my kids.
Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- ▶ 17:16 Ethan Mollick Microsoft has a chance to go after Google.
Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
- ▶ 46:17 Delian Asparouhov And, you know, yet Zuck releases, you know, whatever llama, you know, three or four, you know, and releases it completely free and open source, and it is beating all the benchmarks of anything that open AI and Microsoft have ever done, and…
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 3:39 Jason Lemkin We, we saw growth decelerate through 2021, and then boom, like, the amount of acceleration we've seen at Google Cloud and Azure is, is breathtaking, and so what do you do as a leader? 2 times in the scene
Kevin Hartz: "How I Lost Airbnb at Seed Because of an Exploding Term Sheet" | E1180 · 20VC with Harry Stebbings
- ▶ 50:23 Kevin Hartz Yeah, was extremely tight, like they were, they wanted more stock, and so the avail, the secondary was there and available, so there was a chance to sell, but you would say the same thing about the, the ten billion dollar round that…
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 5:03 Cameron Adams So six years later, launch it, it becomes something like Slack or Microsoft teams.
- ▶ 20:10 Cameron Adams I think it'll look very similar to what cloud-based infrastructure looks like now in terms of AWS, Google Cloud, Azure. 2 times in the scene
- ▶ 22:25 Cameron Adams So, like, I think Microsoft and Google both have add-on packages that you pay for to get access to their AI stuff.
Avi Eyal: Making $2.3BN on Monday, Stripe & PillPack from Entrée Capital MP | E1173 · 20VC with Harry Stebbings
Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- ▶ 16:55 Matt Clifford I remember being on the initial kickoff call for the 28, you know, I was running this, um, you know, the summit for the prime minister, and there were 28 countries coming, and we did this kickoff call on Zoom, or Teams. 2 times in the scene
Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
- ▶ 1:01:56 Andrew Bialecki Oh, I've got just tremendous respect for Microsoft as a business. 2 times in the scene
- ▶ 1:02:08 Andrew Bialecki I always thought about, you know, Windows and their applications, you know, so Bill Gates, uh, or there's a lot of great folks at Microsoft.
- ▶ 1:04:59 Andrew Bialecki I think we've seen a lot of great companies mentioned Microsoft, Salesforce, Shopify.
Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
- ▶ 18:37 Val Scholz Even if they don't spend anything anymore, even if they don't improve anything anymore, because like for nearly everything you're going to search around marketing, graphic design, PowerPoint presentations, like Canva's the number one spot.
- ▶ 36:03 Val Scholz If you like, uh, uh, Facebook in the early days, Apple, Microsoft, you have to win.
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 5:57 Michael Eisenberg So, it's true that this is a unique talent business, but if you don't have a lasting, uh, kind of asset, I do believe that software in that case of Microsoft was a lasting asset. 2 times in the scene
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- ▶ 18:18 Harry Stebbings As someone who hates Excel is the reason I don't do it.
- ▶ 22:16 Harry Stebbings And then Nvidia's there and Microsoft's there.
- ▶ 53:32 Danny Rimer And they came back and, and, ah, to their credit, you know, went to Microsoft and got, um, they got an offer for ten billion, um, valuation. 2 times in the scene
Janie Lee: Three Core Skills that Make the Best PMs | E1165 · 20VC with Harry Stebbings
- ▶ 1:02:04 Harry Stebbings Is that because of co-pilot?
Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- ▶ 44:37 Alex Wang You know, the, the opening Microsoft partnership or the anthropic, uh, Amazon partnership, you know, I think it'll be one of the most interesting questions of this technology era is how do these partnerships actually end up playing out…
- ▶ 1:01:39 Alex Wang I think what, what he has accomplished at, uh, at Microsoft is just staggering, and, uh, and I think any board would be very lucky to have him.
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 1:09 Harry Stebbings Can you be objective and impartial given your board membership with Microsoft?
- ▶ 1:34 Reid Hoffman To the board of Microsoft. 2 times in the scene
- ▶ 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.
- ▶ 15:31 Harry Stebbings You know, some of the largest incumbents you can probably tell me and it might be a little bit off, but I think it's like Microsoft does about three hundred million in free cash flow per day. 4 times in the scene
- ▶ 22:40 Harry Stebbings I, I have to ask you, I had so many people suggest questions, and this one I really wanted to talk about, which was the inflection deal with Microsoft. 7 times in the scene
- ▶ 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…
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