Microsoft, every mention
155 scenes (said by Benedict Evans), the whole family · ← back to Microsoft
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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
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 14:08 Benedict Evans Windows and iOS did, but they were doing something else. 2 times in the scene
- ▶ 14:38 Benedict Evans And, um, then Microsoft kind of crowbarred their way into the market, but it turned out that web browsers weren't the point because all the value was somewhere else.
- ▶ 19:51 Benedict Evans Another question is like, well, you know, that seems to be a bit like what you get if you do file new in Excel, like these are templates, and they'll take you so far, but at a certain point, you know, people outgrow the templates. 4 times in the scene
- ▶ 20:36 Benedict Evans No more than, like, Microsoft or Apple could build every Windows app or every iPhone app.
- ▶ 20:36 Benedict Evans No more than, like, Microsoft or Apple could build every Windows app or every iPhone app. 2 times in the scene
- ▶ 34:38 Benedict Evans More PowerPoints.
- ▶ 36:24 Benedict Evans Um, of course, we're going to, we're going to build Office with open source.
- ▶ 39:48 Benedict Evans And then in the middle, you've got this kind of fuzzy improvised space of Excel and email and the shared file system. 3 times in the scene
- ▶ 44:54 Benedict Evans That's not, you know, you, that's, that, that's, these are sort of problems in organizational management and how people function and how people can explain what they do that are very hard to write down and very hard to kind of bake into a…
- ▶ 48:31 Benedict Evans Well, there's a financial gravity problem in that, um, Microsoft, Meta, and Google are all on, in line to spend over 50% of revenue on CapEx this year. 3 times in the scene
- ▶ 54:02 Benedict Evans I think the other answer to, of course, the problem here, of course, is consumer surplus, which is to say that, um, this is kind of what happened with Excel in that, you know, guess what?
- ▶ 56:41 Benedict Evans Um, Microsoft, Apple produce more profits than the entire telecoms industry.
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 1:28 Benedict Evans We've had the Google one and the Microsoft one.
- ▶ 11:28 Benedict Evans And then the second half of the stream is, oh, and here's our API stack that's going to enable 100,000 of new software developers just like Windows.
- ▶ 23:15 Benedict Evans And Excel is, doesn't use, do things that a lawyer can do every day. 3 times in the scene
- ▶ 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
- ▶ 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
a16z Podcast | How Many Taps in the Apple (Plus) Tree?
- ▶ 23:55 Benedict Evans You know, Microsoft would do some big event, and then you'd look in the tech tech press, and you'd discover what your brilliant Dr.
a16z Podcast | Pulse Check on Consumer Tech Trends 2019, CES and Beyond
- ▶ 18:34 Benedict Evans This is Apple putting QuickTime on Windows. 2 times in the scene
a16z Podcast | Tesla and the Nature of Disruption
- ▶ 2:55 Benedict Evans PC companies became low margin commodity companies, and the people who got the benefit were Microsoft and Intel. 2 times in the scene
- ▶ 36:55 Benedict Evans They weren't just trying to compete with Microsoft. 2 times in the scene
a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
- ▶ 3:27 Benedict Evans And Microsoft has a collaboration, so they have to have a whiteboard.
a16z Podcast | The $200 PC in the Enterprise
- ▶ 0:30 Benedict Evans I'm here with Stephen Sinowski, and we've been talking a fair bit up around the kind of fundamental platform shift that's going on in tech from PC, Wintel, mouse, Windows-based computers to mobile operating systems, and we thought it was…
- ▶ 6:51 Benedict Evans And of course, now it seems entirely normal that you can basically use PowerPoint written in HTML inside a web browser, and you can create all of these tools and applications in a browser, but it took 20 years for it to really become a…
- ▶ 9:04 Benedict Evans And five years ago, that would have been a Windows app. 3 times in the scene
- ▶ 9:37 Benedict Evans The vast majority of work that's getting done on a PC is not actually happening, constructing complex financial models in Excel, or doing stuff in InDesign, or in Xcode, or in AutoCAD.
- ▶ 12:21 Benedict Evans I need to build a model in Excel.
- ▶ 15:52 Benedict Evans So as you're sitting and looking at that nurse's station, you've got a Windows PC there that has management cost.
- ▶ 20:06 Benedict Evans And we moved the front end from a Windows application that we had to think about all the time and manage an update to a browser. 4 times in the scene
- ▶ 25:00 Benedict Evans Um, the thing for Microsoft is obviously kind of the server bit has gone away. 4 times in the scene
- ▶ 28:44 Benedict Evans There's a sort of a core part of the PC market that actually needs to be on a PC, because you're running Excel, or you're running Photoshop, or AutoCAD. 2 times in the scene
a16z Podcast | Platforming the Future
- ▶ 5:14 Benedict Evans They got some portion of HTC's phone engineers and some non-exclusive rights on IP, and, you know, you can see a parallel conversation with Microsoft on the surface.
- ▶ 8:45 Benedict Evans I mean, I've, I've had sort of variants of this conversation with Steven Sonofsky, our partner here who used to work, um, ran Office and then ran Windows.
- ▶ 8:45 Benedict Evans I mean, I've, I've had sort of variants of this conversation with Steven Sonofsky, our partner here who used to work, um, ran Office and then ran Windows.
- ▶ 9:04 Benedict Evans Like, you know, Excel was always going to have charts, for example.
- ▶ 26:23 Benedict Evans Your incentive to leave, to quit and live on ramen noodles and go and swing for the lottery ticket to mix my metaphors is different to that, which it might've been if you were at Microsoft or at IBM or Cisco or so on in the past. 3 times in the scene
a16z Podcast | The Strategies and Tactics of Big
- ▶ 13:17 Benedict Evans Yeah, I mean, there's, there's a fruitful analogy, I think, in looking at Facebook as being a bit like Microsoft Office.
- ▶ 13:22 Benedict Evans There's stories in Facebook, and there's stories in Instagram, and there's stories in WhatsApp, just as like there was a charting tool in tables, because of course you should be able to do tables in a slide, and of course you should be…
- ▶ 25:56 Benedict Evans They saw what happened to Microsoft. 2 times in the scene
a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
- ▶ 1:54 Benedict Evans Microsoft and Google getting into the hardware business as it is to compare the Pixel with the iPhone and to compare the Surface with the Mac because you've got these, so you've got these two different things.
- ▶ 8:41 Benedict Evans So you've got Microsoft, you've got Google getting into its own hardware ecosystem.
- ▶ 13:47 Benedict Evans The problem for Microsoft is Microsoft missed that. 6 times in the scene
- ▶ 14:03 Benedict Evans Yeah, I had a Lumia, I had a Lumia, which was one of the loveliest phones ever made. 2 times in the scene
- ▶ 14:43 Benedict Evans We give up, more or less give up on making phones, but we add touch to Windows.
- ▶ 26:22 Benedict Evans So this, this software point, this is the crucial thing, and I've gone and watched the, um, the Microsoft launch event video three times now, and I'm sort of, sort of sitting and puzzling and thinking, like, I don't draw. 2 times in the scene
- ▶ 27:10 Benedict Evans I can draw on that Word document if I was going to print something out, and I don't think I printed anything out this year, except for, like, doing taxes. 2 times in the scene
- ▶ 29:40 Benedict Evans There is, the first is there is this core group of people who live in Photoshop or live in Excel or 4 times in the scene
- ▶ 30:10 Benedict Evans Every two weeks, they do a, they pull a bunch of data out of SAP into a CSV, they put the CSV into Excel, they make charts, they put the charts into PowerPoint, they write bullet points, they email the PowerPoint to everybody. 3 times in the scene
a16z Podcast | Truce for Mobile, Battle for VR
- ▶ 2:46 Benedict Evans It's exactly what Microsoft was doing sort of 10 or 15 years ago with PCs.
a16z Podcast | Apple and the Case of Invisible But Audible Innovation
- ▶ 33:12 Benedict Evans This comes back to what we were saying about the performance issue on the Galaxy Note, which is, in a sense, what we're doing is we're rerunning Mac versus Windows. 2 times in the scene
a16z Podcast | Apple and the Widgetification of Everything
- ▶ 19:10 Benedict Evans Um, so if you want to open something from box or iCloud or Dropbox in PowerPoint or Excel or something, you have to jump through about five hoops and this sort of stuff that they could have cleaned up there that they haven't.
- ▶ 19:10 Benedict Evans Um, so if you want to open something from box or iCloud or Dropbox in PowerPoint or Excel or something, you have to jump through about five hoops and this sort of stuff that they could have cleaned up there that they haven't.
a16z Podcast | Innovation vs. Invention at Google I/O
- ▶ 11:25 Benedict Evans But that's kind of like, you know, Stephen, 15 years ago, saying, you know what, the charts module in Excel, we kind of, we need, we need to rebuild that.
- ▶ 11:36 Benedict Evans The strategy is Office, and Office and Windows. 2 times in the scene
- ▶ 11:36 Benedict Evans The strategy is Office, and Office and Windows. 2 times in the scene
a16z Podcast | Finally a Tablet that Replaces Your Laptop
- ▶ 2:27 Benedict Evans And so you could almost, should almost be looking at this and thinking, okay, Windows, Mac, 5 times in the scene
- ▶ 3:30 Benedict Evans The gap for me is doing, um, charts in PowerPoint.
- ▶ 3:41 Benedict Evans And, uh, Microsoft haven't yet built the charting module for Office for iPad.
- ▶ 3:41 Benedict Evans And, uh, Microsoft haven't yet built the charting module for Office for iPad.
- ▶ 6:34 Benedict Evans Yeah, it's kind of like the classic Windows model, where you would open Word, and then you'd hit File, Open, and you'd go and get the file, whereas the Mac was always structured on the idea that you would double-click on the Word file, and… 2 times in the scene
- ▶ 9:11 Benedict Evans And therefore raising your fingers to touch something and then dropping your hand back onto the keyboard makes much more, feels much more natural than it does with a surface because the screen is that much further away because it has a…
- ▶ 11:29 Benedict Evans And so you've got the taskbar in Windows, you've got the expose on the Mac, and then you had the multi-split screen thing in Windows eight. 4 times in the scene
- ▶ 19:31 Benedict Evans I mean, this is something we haven't talked about, which is this sort of, it's a transition from, I mean, and it's something that's very interesting when you look at the iPads next to the Surface, um, which is because the Surface comes…
- ▶ 20:04 Benedict Evans If they, if, if, if, if, if Microsoft had sold a billion surfaces, there'd be charges everywhere.
- ▶ 23:27 Benedict Evans So if your task every two weeks is to make a 35 slide sales report in PowerPoint, full of information that you've pulled from SAP, dropped into Excel, made charts, put the charts into PowerPoint, write bullet points in the PowerPoint,…
a16z Podcast | Bots and Beyond
- ▶ 3:10 Benedict Evans Um, and then there's a sort of a third run, third question in here as well, I think, which is sort of Facebook sitting on other people's platform, and the smartphone itself is kind of, is a platform for the internet in a way that Windows… 2 times in the scene
a16z Podcast | Mobile Falls Hard for Virtual Reality
- ▶ 3:55 Benedict Evans But it will, won't be done by Nokia or Microsoft.
- ▶ 15:49 Benedict Evans Within this for Google, which is like, does, given, like, the kind of, the fundamental shift as we went from, one of the fundamental shifts as we went from the desktop internet to the mobile internet was that the smartphone itself is the… 2 times in the scene
- ▶ 15:49 Benedict Evans Within this for Google, which is like, does, given, like, the kind of, the fundamental shift as we went from, one of the fundamental shifts as we went from the desktop internet to the mobile internet was that the smartphone itself is the…
a16z Podcast | Software is What Distinguishes the Hardware Winners
- ▶ 3:52 Benedict Evans And so, like, Bosch had this great display where they had, like, 15 different consumer electronics products from the surface to an iPhone to a drone to a Nest, and they all had the same Bosch component sensor, sort of tilt sensor switch or…
a16z Podcast | The Year Mobile Began to Truly Dominate Tech
- ▶ 4:23 Benedict Evans Yes, you could write a Windows application that connects to the internet, and yes, there was Steam and so on, but basically the internet experience was in the browser, and on the smartphone it's on the operating system, and you target, you…
- ▶ 7:12 Benedict Evans So Microsoft, Apple has got several multiples of what Windows had had when Windows like 95 was a new thing.
- ▶ 7:12 Benedict Evans So Microsoft, Apple has got several multiples of what Windows had had when Windows like 95 was a new thing. 2 times in the scene
- ▶ 15:24 Benedict Evans That is to say the idea that Microsoft's strategy is everything will run Windows and we will leverage Windows and Office against each other. 5 times in the scene
- ▶ 15:51 Benedict Evans Azure will be like a good number two.
- ▶ 19:56 Benedict Evans Um, you know, the Intel-Microsoft merger, and you know. 3 times in the scene
a16z Podcast | What Comes After the Smartphone
- ▶ 5:17 Benedict Evans Saying that, you know, unlike, say, a web browser on a, either a Windows or a Mac, where the web browser was the platform and the Windows or the Mac computer wasn't really where you were building internet services. 2 times in the scene
- ▶ 16:30 Benedict Evans And so back to the thing I was saying at the beginning about, you know, look at the Surface Pro or the MacBook or the, um, so you look at the Surface Pro and you put the iPad Pro and you put the MacBook, the new Apple MacBook next to it,… 3 times in the scene
a16z Podcast | Advertising vs. Micropayments in the Age of Ad Blockers
- ▶ 4:24 Benedict Evans You could write stuff in, you could code the stuff in Notepad and put it on FTP server.
a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
- ▶ 3:25 Benedict Evans Also with Apple Pay, you saw it, for example, with the Microsoft Surface.
- ▶ 10:14 Benedict Evans Um, and it's, it both is and is not a Microsoft Surface. 8 times in the scene
- ▶ 10:56 Benedict Evans No, then, to be fair, then they show a, um, so there's a plug-in keyboard, there is a stylus, the thing itself is bigger, and it's bigger to the point that you can run two iPad apps in portrait mode next to each other, so you can have Word…
- ▶ 10:56 Benedict Evans No, then, to be fair, then they show a, um, so there's a plug-in keyboard, there is a stylus, the thing itself is bigger, and it's bigger to the point that you can run two iPad apps in portrait mode next to each other, so you can have Word…
- ▶ 11:16 Benedict Evans Um, you know, you can have email and PowerPoint, or you can have email and a web browser, and so you can multitask in a way, again, that you can do on the surface, you know, with Windows, from starting from Windows eight, you had this…
- ▶ 11:16 Benedict Evans Um, you know, you can have email and PowerPoint, or you can have email and a web browser, and so you can multitask in a way, again, that you can do on the surface, you know, with Windows, from starting from Windows eight, you had this… 2 times in the scene
- ▶ 12:13 Benedict Evans Um, there's a whole question around, like, the difficulty of people making money from producing iPad productivity apps because iWork is free and, um, Office three six five is effectively free because you'll be paying for it somewhere else…
- ▶ 16:41 Benedict Evans Um, it's an attempt to solve the reasons why it's hard to use Microsoft Office on it, solve the reasons why it's 2 times in the scene
a16z Podcast | A Copernican Update ... In Tech, the Smartphone is the Center
- ▶ 1:50 Benedict Evans And again, that doesn't mean that Microsoft or Intel have gone away, it just means that they're not setting the agenda anymore at all.
- ▶ 3:38 Benedict Evans Written about, you know, what will happen to Microsoft Office over the next five, 10 years.
- ▶ 5:25 Benedict Evans So it used to be that you would go to Microsoft or entity Docomo or Nokia or Intel to find out the future. 2 times in the scene
- ▶ 7:22 Benedict Evans And I think there was, we were talking about this earlier, there's kind of an irony in here that, you know, all of Satya Nadella's reconfiguring of Microsoft, the stuff that got attention, 6 times in the scene
- ▶ 7:31 Benedict Evans Is writing down the mobile acquisition from Nokia, and really signalling the end of Windows everywhere, um, as the kind of the driving strategic force of the company that, you know, you can get Office on iPad, that they're neutral as to… 2 times in the scene
- ▶ 7:31 Benedict Evans Is writing down the mobile acquisition from Nokia, and really signalling the end of Windows everywhere, um, as the kind of the driving strategic force of the company that, you know, you can get Office on iPad, that they're neutral as to… 2 times in the scene
- ▶ 13:52 Benedict Evans Microsoft had bugs. 4 times in the scene
- ▶ 16:40 Benedict Evans But they, but the business is still there, and they, so, and they kept it when they sold the phone business to Microsoft, um, and there's a story in there, which is, you know, a story again, there's an interesting political story about why… 2 times in the scene
a16z Podcast | Location, Location, Location -- and Mobile
- ▶ 2:34 Benedict Evans Um, rather it was kind of Windows and Mac OS built up all that kind of stuff over the last 30 years.
- ▶ 16:08 Benedict Evans Um, I mean, it's a little bit like, as I was saying on the WWDC podcast yesterday, it's a little bit like what Windows was trying to do, what Windows Phone was trying to do with the home screen, where you had this stuff appearing on the…
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