Windows

includes Windows Phone, Windows 95, Windows 8, Windows Mobile, Windows XP, Windows 10, Windows 7, Windows API, Windows Mixed Reality, Windows 3.0, Windows 3.1, Windows 3.x and 6 more

10 statements across 9 episodes · 3 bullish · 2 bearish · 7 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 92 times in 43 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (42), Steven Sinofsky (18), Garry Tan (5), Frank Chen (5), Michael Copeland (3), Scott Cooper (2), Eugenia Kuyda (2), Darshan Shankar (2)

tap a year for its mentions
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020402017201820192020202120222023202420252026episodes it came up in
001.5203402017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 2 episodes 3 per episode
2025 8 mentions in 6 episodes 1 per episode
2024 1 mention in 1 episode
2020 1 mention in 1 episode
2019 75 mentions in 32 episodes 2 per episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Windows, oldest first

Jan 2, 2019 neutral
Prediction Not checkable as stated
Benedict Evans: Consumers will converge on owning two main device screens
“You're just going to have this endless proliferation of screens, and people will have two, probably. They'll have one that they put in their pocket and carry everywhere. They will have, they may or may not have a much bigger one that allows them to do more stu…”
Benedict Evans Jan 2, 2019 ▶ 15:08 a16z Podcast | When Your PC Expires, What's Next?
Jan 2, 2019 negative
Assertion Not checkable as stated
Stephen Sinofsky: Legacy desktop OSs cannot retroactively add mobile architecture features
“All the things about power management and security and reliability this whole sealed case notion of the phone and the tablet OS's, these modern OS's, these are huge, huge benefits. And there, there's no way of sort of retroactively adding those to the existing…”
Steven Sinofsky Jan 2, 2019 ▶ 6:50 a16z Podcast | When Your PC Expires, What's Next?
Jan 2, 2019 bullish
Assertion Supported
Liebert: Enterprise data centers are undergoing a tectonic shift to Linux
“We're seeing this tectonic shift right now in data centers from Windows over to Linux.”
Florian Leibert Jan 2, 2019 ▶ 11:34 a16z Podcast | The Consumerization of IT
Jan 2, 2019 positive
Insight
Evans: Mobile OS platforms integrate services much deeper than PC OSs
“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. Whereas on a smartphone, not only are you building in the web browse…”
Benedict Evans Jan 2, 2019 ▶ 5:17 a16z Podcast | What Comes After the Smartphone
Jan 2, 2019 neutral
Insight
Evans: Smartphones act as non-neutral internet platforms unlike desktop Windows
“The smartphone itself is kind of, is a platform for the internet in a way that Windows was not. You targeted the browser, you didn't target Windows, but on the smartphone, you target the smartphone operating system, and it's not neutral. Apple and Google chang…”
Benedict Evans Jan 2, 2019 ▶ 3:10 a16z Podcast | Bots and Beyond
Jan 2, 2019 bullish
Prediction Not checkable as stated
Srinivasan: VR will replace 2D monitors and create a 3D operating system
“We're probably going to replace a significant percentage of monitors with VR with something to the two-D world, right, and there's going to be a new Windows that's based in the three-D universe, which has totally different GUI metaphors”
Balaji Srinivasan Jan 2, 2019 ▶ 24:13 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jun 28, 2024 neutral
Assertion Partly supported
Andreessen: Microsoft licensed Spyglass Mosaic for a $1 million flat fee
“Spyglass gets this call from Microsoft and so the Microsoft guys call Spyglass, and they're like, yeah, we want to license Spyglass Mosaic so we can build it into Windows, and the Spyglass guys say, you know, yeah, that sounds great, you know, basically how mu…”
Marc Andreessen Jun 28, 2024 ▶ 1:52:23 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 8, 2026 neutral
Insight
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Benedict Evans Jun 8, 2026 ▶ 13:55 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Jul 3, 2026 negative
Opinion
Horowitz: Microsoft created cyber theft opportunities by deploying Windows online prematurely
“When it went from vandalism to theft, the vandalism company, Microsoft, is one who created all the theft opportunities By putting windows on the internet when it wasn't ready to be on the internet because it wasn't built for that kind of idea.”
Ben Horowitz Jul 3, 2026 ▶ 36:02 Ben Horowitz on the Global Race for Tech, Power, and Influence
Aug 26, 2026 neutral
Insight
Acharya: AI is in its DOS era and needs a Windows equivalent
“Command Line is, we're sort of in the DOS era of AI, and for this technology and its capabilities to sort of fully be embraced by consumers, we're going to need the windows, so to say.”
Anish Acharya Aug 26, 2026 ▶ 18:28 The State of AI: Models, Moats, and the Consumer Renaissance
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