Microsoft, every mention
929 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Steven Sinofsky 305Benedict Evans 279Marc Andreessen 73Chris Dixon 67Alex Rampell 60Michael Copeland 42Ben Horowitz 36Martin Casado 35Erik Torenberg 35Frank Chen 27
Verbatim, from the transcripts: the passages where Microsoft comes up
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 23:15 Benedict Evans And Excel is, doesn't use, do things that a lawyer can do every day. 3 times in the scene
- ▶ 25:15 Erik Torenberg You know, what Excel did for, for, for accountants, um, you know, we're, we're sort of AI is now doing for, for coders, um, and developers, but hasn't quite figured out that sort of, you know, daily critical workflow for, for other job…
- ▶ 30:24 Benedict Evans And the app, Windows apps are basically just kind of thin Win-thirty-two wrappers.
- ▶ 30:28 Benedict Evans And you know, Office is basically just, you know, a thin Win-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X-X 2 times in the scene
- ▶ 35:00 Erik Torenberg I am curious, you know, when we sort of look back at this sort of, you know, platform shift, do you think that there will be another sort of iPhone-esque or Excel-esque product that kind of defines the, the, the feature, the sort of…
- ▶ 39:24 Benedict Evans So you would have your web pages on your PC, and you'd leave your PC turned on, and that would be how your colleagues would look at your Word documents, or your web pages.
- ▶ 48:15 Benedict Evans But the interesting candle example here would be to think about what happened to Microsoft in the 2000, which is the entire dev environment gets away from them and no one builds Windows apps after like 2001 or something, but you need to… 3 times in the scene
- ▶ 48:15 Benedict Evans But the interesting candle example here would be to think about what happened to Microsoft in the 2000, which is the entire dev environment gets away from them and no one builds Windows apps after like 2001 or something, but you need to… 3 times in the scene
The Chip That Could Unlock AGI.
- ▶ 20:05 Naveen Rao Google, Nvidia, Microsoft, all these guys are, you know, at the forefront of where the application space is.
Why AI Moats Still Matter (And How They've Changed)
- ▶ 8:13 Alex Rampell And you kind of see this if you use Microsoft Word. 3 times in the scene
- ▶ 14:06 Alex Rampell I think we have 600 licenses from Microsoft Office three 65.
- ▶ 14:11 Alex Rampell Like we probably, I bet there are a lot of people here who have not opened Microsoft Excel in a year.
- ▶ 28:03 Alex Rampell Because why is it, I, I published this graph of Visicalc versus Lotus one, two, three versus Excel. 2 times in the scene
- ▶ 28:18 Alex Rampell Uh, Lotus got to like, I think, 70% market share by 1985, which is when Microsoft released Excel for, uh, a Mac. 2 times in the scene
- ▶ 28:30 Alex Rampell Because they owned Windows. 3 times in the scene
- ▶ 31:40 Alex Rampell Um, and this is part of why Microsoft crushed Apple in the 19 eighties, because Apple made it really hard to develop software. 7 times in the scene
- ▶ 31:54 Alex Rampell Like their very, very first products, they were not Microsoft Office, it was not DOS.
- ▶ 32:41 Alex Rampell And then lo and behold, there were like, 10,000 times more, you know, DOS and Windows software products than there were Macintosh software products.
The $700 Billion AI Productivity Problem No One's Talking About
- ▶ 11:29 Russ Fraden You're not going to get your paycheck, but most enterprise software, your intranet software from SharePoint, things like that are used by a relatively small set of the population that you wish were using it.
How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
- ▶ 37:25 Martin Casado Except for maybe windows.
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
- ▶ 51:30 Epoch AI Researcher Some people will throw around numbers, but the one we found that's actually seriously underway and has permits and is, you know, setting up the electrical infrastructure for is one by Microsoft, which is going to be used by OpenAI, at… 2 times in the scene
- ▶ 51:46 Epoch AI Researcher Um, they're calling it Microsoft Fairwater.
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
- ▶ 7:00 Grant Lee And for, you know, the average person, you know, if, even if you're kind of tenx better on one dimension, PowerPoint's had 40 years to add every single piece of functionality possible, and so how do you ultimately compete?
- ▶ 8:20 unnamed speaker Yeah, that's, that's fascinating, and I think, um, maybe just to pull on that thread a little bit, you know, hey, we're coming up against Microsoft, Google, the biggest tech juggernauts, um, in the world, uh, but on the flip side, right,…
- ▶ 11:31 Grant Lee And so when we kind of took a step back just to think about, okay, you know, again, PowerPoint invented almost 40 years ago.
- ▶ 21:25 Grant Lee We think that's going to be also just like, you know, who wants to spend time formatting the PowerPoint when you can just have that automatically created in Gamma.
Michael Truell: How Cursor Builds at the Speed of AI
- ▶ 3:40 Michael Truell And so we were really, really, really interested in that, and we thought that Microsoft would do that for coding, and we wanted to work on, you know, a sleepy, more, or, you know, less competitive space, and we had some colleagues who, who…
- ▶ 7:21 Michael Truell And so, yes, the competitive landscape at the time, it was Microsoft, it was dozens of startups.
- ▶ 14:30 Michael Truell We have Databricks, Snowflake, we have, uh, we're on AWS GCP and Azure,
- ▶ 26:58 Michael Truell It's one of the nice things about the physics of the space too, because I think it's one of the things that makes it pretty tricky for a Microsoft to really compete in a big way.
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 27:17 Ben Horowitz Um, yeah, some of it to speed, and then just look, it's execution over a long period of time, and, ah, you know, some of these very large companies to varying degrees have lost their ability to execute, and so if you're talking about a… 4 times in the scene
- ▶ 27:55 Ben Horowitz They completely missed that one, but they were still so big from their Windows monopoly, they could build into other things.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 16:18 Gavin Baker It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure, and I do not know why they have concerns, because we have an existence proof that a software company can deal well with… 2 times in the scene
- ▶ 23:08 Gavin Baker It was designed to be more economical for OpenAI and Microsoft to run.
Google DeepMind Developers: How Nano Banana Was Made
- ▶ 31:55 unnamed speaker That's such a good point, because I did see a tweet of someone asking CloudSona to replicate an image on an Excel sheet, where every cell is a pixel.
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 0:41 Marc Andreessen So maybe I'm a student, um, uh, or maybe I'm just somebody, you know, I took a few coding classes and I've hacked around a little bit, or like, I don't know, I do Excel macros or something like that, but I'm like not as well as I'm not…
- ▶ 55:02 Marc Andreessen So did it have Windows at that point, or? 3 times in the scene
- ▶ 55:06 Amjad Masad Yeah, right before Windows. 3 times in the scene
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 16:32 Augusto Marietti I went out with this PowerPoint.
Reid Hoffman on AI, Consciousness, and the Future of Labor
- ▶ 10:00 Reid Hoffman I went to co-pilot deep research, and I, in all of these things, I was doing everything I knew about prompting to give me the
- ▶ 18:33 Reid Hoffman It doesn't mean the savant, but, but like when it makes mistakes, like as a classic thing, so Microsoft has had running for years now, agents talking to each other long form, like, just like, let's go for a year and do that and see what…
- ▶ 41:59 Reid Hoffman You know, I, uh, you know, I, uh, when I saw GVD four, um, and, uh, knew that, uh, Microsoft had access to this, I called the LinkedIn people and said, you guys have got to get in the room to see this, right?
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 19:45 Erik Torenberg Keith, can you just get your thoughts when we look at the next five to 10 years, like how, you know, companies like Amazon, Meta, Microsoft, how do you think they're going to handle? 9 times in the scene
- ▶ 21:22 Keith Rabois Not in LinkedIn, not in Word, probably not in Excel. 2 times in the scene
- ▶ 21:22 Keith Rabois Not in LinkedIn, not in Word, probably not in Excel. 5 times in the scene
- ▶ 21:33 Keith Rabois Keynote or PowerPoint.
- ▶ 22:08 Keith Rabois Or Teams. 4 times in the scene
- ▶ 22:24 Keith Rabois But they started with, they started with an advantage in coding, Copilot, etc. 2 times in the scene
- ▶ 22:36 Alex Rampell Whereas if you're like an Oompa Loompa at a big company, and you're just like, you're using Microsoft Office, it's just like you're using Microsoft Office. 3 times in the scene
- ▶ 23:38 Alex Rampell But like Microsoft Word has overshot the market, but they do have the distribution, which is, which I think is the hardest part. 2 times in the scene
- ▶ 24:01 Erik Torenberg It's crazy to think that for a day, Sam Allman was conceivably going to join Microsoft. 3 times in the scene
- ▶ 42:49 Alex Rampell Like Microsoft Excel is Microsoft Excel for the world. 2 times in the scene
Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
- ▶ 26:07 Sarah Wang Um, and that was the deal with Microsoft. 18 times in the scene
- ▶ 36:50 Ali Ghodsi They start with, hey, the revenue is this, but we could accelerate it and the multiple is so low and like, you know, in this, in my Excel sheet here, this makes perfect sense. 2 times in the scene
The Lawyerly Society vs. The Engineering State: Who Owns the Future?
- ▶ 23:08 Dan Wang Can you offer some thoughts from your days at Microsoft about what sort of competition that you saw?
- ▶ 27:11 Steven Sinofsky And I, we saw it when we were building Surface.
- ▶ 37:17 Dan Wang So, um, China realized that it was so far behind the technological frontier, it couldn't possibly produce anything like game consoles or memory chips that Japan had already been really good at, and so, um, China was really welcoming of…
- ▶ 46:58 Steven Sinofsky Because when we were first opening up all the Microsoft offices in China, the person we hired to be the head of China said, um, well, you have to have an office in every city that's more than two million people, which in the U.S. would not…
Software is Eating Labor
- ▶ 17:16 Alex Rampell They probably have a Microsoft Office license, they probably have a website with Squarespace or Wix, and that's it.
- ▶ 23:16 Alex Rampell You need more people, um, and no company has popped up effectively doing software, because it's like, the software market's kind of small, the people market's very large, now you can roll into Citi and say, hey, I will do compliance for…
The Person Who Runs HR For 2 Million Federal Workers
- ▶ 30:50 Greg Barbaccia We moved, uh, from budgeting from ledgers to Excel and, you know, eventually we moved away from post into email.
Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
- ▶ 46:17 Doge Cubuk So, for example, recently a lot of the large-scale simulations have been done in industry labs like Microsoft DeepMind and Meta, but a lot of those tools have been actually developed in academia and then passed on.
Software Finally Eats Services - Aaron Levie
- ▶ 29:48 Steven Sinofsky And when I was talking about going to Microsoft two years later, they were like, well, you know, we have these kids who use the computer for us.
- ▶ 36:50 Steven Sinofsky oh, it makes a PowerPoint slide deck. 2 times in the scene
- ▶ 42:11 Steven Sinofsky And really, I mean, this is this one where, you know, like, you know, was, did the internet undo Microsoft or not undo Microsoft? 4 times in the scene
- ▶ 42:34 Steven Sinofsky I mean, even if you look at Azure today, it's an amazing accomplishment.
- ▶ 42:37 Steven Sinofsky It's not running windows anywhere.
- ▶ 44:57 Martin Casado It's actually a very interesting question of how Microsoft actually did co-pilot to begin with, because it was actually one of the first ones that these products was very successful. 4 times in the scene
- ▶ 44:57 Martin Casado It's actually a very interesting question of how Microsoft actually did co-pilot to begin with, because it was actually one of the first ones that these products was very successful.
- ▶ 47:37 Steven Sinofsky Cause like the window, there was no business in Microsoft development tools anymore. 2 times in the scene
- ▶ 48:28 Steven Sinofsky Yeah, it was, don't build a SQL server, and compete with Oracle directly, and don't build a word processor.
- ▶ 58:40 Martin Casado Microsoft had its moment of, like, you know, you didn't know the future, and then it used Cloud and Azure to kind of come back.
- ▶ 58:40 Martin Casado Microsoft had its moment of, like, you know, you didn't know the future, and then it used Cloud and Azure to kind of come back.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 22:58 Dylan Patel So, uh, Microsoft, CoreWeave, Amazon, Google, and Oracle, right?
- ▶ 30:19 Dylan Patel Like, I heard a rumor that, or not a rumor, but like a story from someone who's like a graybeard in the industry, and I think would know, was like, yeah, no, no, no, like, Nvidia ordered the volume for the Xbox before Microsoft gave them… 4 times in the scene
- ▶ 58:07 Dylan Patel Everyone, like, like, was calling us out, like, no, you're wrong, because, and this was, like, when Amazon was, like, like, the best stock, and Microsoft really hadn't, like, started taking off yet, and, and nor had, like, all these other,…
- ▶ 1:08:39 Dylan Patel Uh, Microsoft is quite pansy. 6 times in the scene
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 38:38 Chris Dixon Uh, I think it was a Dworkish interview with Satya from Microsoft recently.
Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics
- ▶ 21:05 Mark Cuban And I think I've talked to folks at Microsoft, Meta, and other places.
The Little Tech Agenda for AI
- ▶ 0:12 Matt Perault They're trying to build models that might compete with Microsoft or OpenAI or Meta or Google.
- ▶ 5:44 Matt Perault If they're trying to build models that might compete with Microsoft or OpenAI or Meta or Google, and that is unbelievably challenging in AI.
Aaron Levie and Steven Sinofsky on the AI-Worker Future
- ▶ 19:31 Steven Sinofsky But I, this is what, what's really gonna happen with, with writing, and then it's gonna happen with PowerPoint, and slides, and then it's gonna happen with video, and,
- ▶ 25:54 Steven Sinofsky Like, when email came along, you know, it used to be to prepare an agenda for a meeting, somebody would open up Word and type in all the things, and then print it out, and everybody would show up to the meeting with this very well format. 2 times in the scene
- ▶ 27:24 Steven Sinofsky I mean, like you, if you, you know, remember people, like, I, I tried to jam the internet into Office. 2 times in the scene
- ▶ 27:53 Steven Sinofsky And, and then other people would be like, well, let me just try to implement Excel using these seven HTML tags with no script.
- ▶ 28:02 Steven Sinofsky The best was like, let's do PowerPoint.
- ▶ 30:09 Steven Sinofsky Like, and you won reviews because you had 7000 and Microsoft had 1200. 2 times in the scene
- ▶ 30:16 Steven Sinofsky And so Windows comes along. 6 times in the scene
- ▶ 34:00 Steven Sinofsky Like office is basically a format debugger.
The State of AI: Growth, Fragmentation, and the Next Wave
- ▶ 12:40 Martin Casado It was Copilot, and so Microsoft had invested a ton of money and matured the market with, with Copilot, with VS Code, and so everybody knew it.
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 14:38 Dylan Patel Um, you know, if you, if you just look at, like, again, just OpenAI and Anthropic and the compute that they have and are getting this year, uh, from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle, uh, for OpenAI, 30%…
- ▶ 21:29 Dylan Patel I think that's the biggest thing, right, is, um, when we look at orders from Google and from, um, Amazon, right, especially their, and, and Meta, their custom silicon is, not, not Microsoft, their custom silicon kind of sucks, uh, but the…
- ▶ 34:08 Dylan Patel And Microsoft stopped. 2 times in the scene
- ▶ 43:00 Dylan Patel Supplies to Google, applies to Microsoft, applies to Meta, applies to a lot of folks. 2 times in the scene
- ▶ 1:03:05 Erik Torenberg What about Microsoft to that end? 4 times in the scene
- ▶ 1:03:50 Dylan Patel Azure is like losing a lot of share to Oracle and CoreWeave and Google, um, and so on and so forth, right?
- ▶ 1:04:25 Dylan Patel Microsoft Copilot is like still crap, right?
This Week in AI: GPT-5 Ships, 4o Pulled Back, Grok Imagine Goes Social
- ▶ 21:06 Olivia Moore Uh, to produce a really kind of 2005 Microsoft Paint looking, um, output which has its own charm.
Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- ▶ 10:31 Steven Sinofsky When Microsoft was going through ANS Antitrust, we had a hundred percent share of the Windows market.
- ▶ 10:31 Steven Sinofsky When Microsoft was going through ANS Antitrust, we had a hundred percent share of the Windows market.