Bill Gates

25 statements across 7 episodes · 6 bullish · 5 bearish · 4 people on the record · first statement Sep 22, 2021 by David Rosenthal · said 436 times in 18 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (207), Ben Gilbert (176), Steve Ballmer (48), Howard Schultz (2), Brad Gerstner (2)

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035202120222023202420252026episodes it came up in
00402.5805202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 69 mentions in 5 episodes 14 per episode
2024 355 mentions in 5 episodes 71 per episode
2022 7 mentions in 4 episodes 2 per episode
2021 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Bill Gates, oldest first

Sep 22, 2021 positive
Opinion
Rockefeller dwarfs Gates and Zuckerberg in wealth, power, and impact
“In every dimension, wealth, power, control, philanthropy, impact. John D makes like, you know Bill Gates or Mark Zuckerberg look like just children.”
David Rosenthal Sep 22, 2021 ▶ 18:48 Standard Oil Part I · Acquired
Apr 22, 2024 neutral
Assertion Contradicted
Traf-O-Data generated approximately $20,000 in total revenue
“I think I read a few places they make about 20,000 dollars in revenue from it.”
David Rosenthal Apr 22, 2024 ▶ 29:12 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024
Assertion Supported
Bill Gates and Paul Allen's founding equity split was 60/40
“Initially, it's sixty-forty ownership. Bill is 60%. Paul is 40%. Later, it gets changed to Bill is 64%, and Paul is 36%.”
David Rosenthal Apr 22, 2024 ▶ 53:59 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 positive
Assertion Supported
Steve Ballmer outscored Bill Gates on the Putnam math exam
“Steve is the guy that outscored Bill Gates on the Putnam exam.”
Ben Gilbert Apr 22, 2024 ▶ 34:50 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 positive
Assertion Supported
Bill Gates was Washington state's top math student
“He was the number one math student in the state of Washington.”
Ben Gilbert Apr 22, 2024 ▶ 9:17 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 positive
Assertion Partly supported
Bill Gates negotiated a $10,000 software royalty deal as a teenager
“And Bill now, who's the de facto leader of this group, he negotiates a deal with the help of his dad, Bill Gates Sr., prolific corporate attorney in Seattle, that rather than just being paid hourly for their time, they're gonna get a royalty on the revenue tha…”
David Rosenthal Apr 22, 2024 ▶ 25:40 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024
Assertion Supported
Steve Jobs showed Bill Gates the Mac project in 1981
“Steve Jobs Shows Bill Gates the Mac project in 1981. Three years before it ships. And Microsoft and Apple signed an agreement to work together on applications for it in 1982.”
David Rosenthal Apr 22, 2024 ▶ 2:31:41 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024
Assertion Supported
Bill Gates became the wealthiest person in America in October 1992
“And that year, 1992, in October, is when Gates finally passes John Kluge, acquired OG fans. Back to the LVMH episode. Gates passes John Kluge of Metro Media fame. Media mogul to become the wealthiest person in America”
David Rosenthal Apr 22, 2024 ▶ 2:55:17 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 neutral
Assertion Contradicted
VC Dave Marquardt first met Bill Gates at the Homebrew Computer Club
“So Dave had watched Bill present many years earlier at none other than the Homebrew Computer Club At Stanford. Yes! The very place that is part of the Apple lore with Jobs and Woz showing off the early Apple computer. Apparently, Bill also went and made a pres…”
Ben Gilbert Apr 22, 2024 ▶ 4:08:07 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024
Assertion Partly supported
Bill Gates personally absorbed 3.5% equity dilution to hire Steve Ballmer
“In fact, it created some tension with Paul Allen, where Bill asked Paul if they could go to five percent. Paul said sure, and then Bill actually offered him eight and a half percent, and Paul got upset, and Bill said, I'll eat the three and a half percent. It …”
Ben Gilbert Apr 22, 2024 ▶ 1:36:27 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Jun 4, 2024 positive
Assertion Not checkable as stated
Schultz: Bill Gates did not know his father saved the Starbucks acquisition
“Bill did not know the whole story. He didn't know any of it. He didn't know what his father had done for me. He's hearing it for the first time.”
Howard Schultz Jun 4, 2024 ▶ 37:01 Starbucks (with Howard Schultz) · Acquired
Jul 22, 2024 neutral
Assertion Partly supported
Rosenthal: Gates' 'The Road Ahead' expanded from three Internet mentions to a full index page
“In the hardcover version, there are three portions of the book where it is discussed. In the softcover version, the index for the internet takes up an entire page.”
David Rosenthal Jul 22, 2024 ▶ 14:12 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024
Assertion Supported
Gilbert: David Boies deposed Bill Gates for 20 hours in August 1998
“So on August 27th, Bill Gates is deposed by the DOJ's appointed prosecutor, David Boies, for 20 hours.”
Ben Gilbert Jul 22, 2024 ▶ 1:07:11 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Assertion Supported
Gilbert: Gates Promoted Mobile and Tablet Computing in 2001 Windows XP Launch
“One of which was Bill Gates was always talking about mobile computing, so much so that in the key slide in the Windows XP presentation, one of the big bullet points is mobile computing. All the way back in 2001, and Gates thought natural user interfaces was go…”
Ben Gilbert Jul 22, 2024 ▶ 3:05:01 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Partly supported
DOJ Remedy Mandated Gates and Ballmer Work at Separate Breakup Entities
“Steve Ballmer had to work at one company, and Bill Gates had to work at the other. They could not work at the same company. Each of those two, after they picked their companies, had to divest all of their shares From the one that was not their employer, so the…”
Ben Gilbert Jul 22, 2024 ▶ 1:14:42 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Supported
Rosenthal: Ray Ozzie named Microsoft Chief Software Architect in June 2006
“So in June, 2006, when Bill announces his coming retirement, Ray gets named as his successor in the official chief software architect role.”
David Rosenthal Jul 22, 2024 ▶ 3:37:29 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Oct 28, 2024
Assertion Supported
Gates's Harvard Talk Helped Convince Zuckerberg to Drop Out
“Mark would actually say later that Bill saying that At the event was part of what got him comfortable doing the same thing.”
David Rosenthal Oct 28, 2024 ▶ 1:04:00 Meta (Audio) · Acquired
Oct 28, 2024 neutral
What-if
Gilbert: Zuckerberg's post-2016 leadership mirrors Gates staying through DOJ antitrust fallout
“Zuck, after all the 2016 election fallout, and the shift in public perception, and having to do all this testifying, Is like watching an alternate future for Microsoft where Bill Gates had decided to stay at the helm instead of leaving after the DOJ case.”
Ben Gilbert Oct 28, 2024 ▶ 5:52:25 Meta (Audio) · Acquired
Jun 2, 2025 negative
Assertion Not checkable as stated
Ballmer: Gates strongly disagreed with Microsoft making Surface, phones, and HoloLens
“Disagreed about whether we should do hardware. That was a big one. We did, you know, surface was a big disagreement. Phone, big disagreement. HoloLens. Big disagreement.”
Steve Ballmer Jun 2, 2025 ▶ 1:58:15 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Insight
Ballmer: Long executive goodbyes are a mistake and unhelpful
“I also think we screwed that up. You can't have a long goodbye. Long goodbyes are not helpful.”
Steve Ballmer Jun 2, 2025 ▶ 2:01:14 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Assertion Not checkable as stated
Ballmer: Bill Gates and I did not speak for a year after I became CEO
“I think it was basically from sometime in about March or April of 2000 to 2001. I mean, literally we weren't speaking. I didn't know what it meant to be his boss and he didn't know what it meant to work for me.”
Steve Ballmer Jun 2, 2025 ▶ 1:56:09 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Insight
Ballmer: Microsoft's mindset of doing all software was an unfocused mistake
“We've got to do all the software that these things will ever need. I mean, it was still of the mindset that said, and that there's an arrogance to that, and there's a hunger to that. That says there's just nothing we shouldn't do. And I don't think that was a …”
Steve Ballmer Jun 2, 2025 ▶ 1:34:59 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Opinion
Ballmer: Longhorn was Microsoft's 'mistake of mistakes'
“Longhorn was a big mistake. I have to take accountability. I was a CEO. Bill's got to take a lot of accountability. And it was the mistake of mistakes.”
Steve Ballmer Jun 2, 2025 ▶ 1:58:00 The Steve Ballmer Interview · Acquired
Jun 2, 2025 neutral
Assertion Supported
Ballmer: Neither Gates nor I ever attended a quarterly analyst call
“Bill never went to a quarterly analyst call and I never went to a quarterly analyst call.”
Steve Ballmer Jun 2, 2025 ▶ 1:49:58 The Steve Ballmer Interview · Acquired
Nov 24, 2025 neutral
Assertion Supported
Rosenthal: Bill Gates revealed Buffett said Coke could be run by a ham sandwich
“Later on at Sun Valley, Bill Gates lets it slip on a panel with Warren and Roberto and Don Keogh that Warren has always told Bill that Coca-Cola could be run by a ham sandwich.”
David Rosenthal Nov 24, 2025 ▶ 2:38:53 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
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