Microsoft, every mention
17 scenes (2021), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2021 anyone Ben Gilbert 1015David Rosenthal 995Steve Ballmer 163Ben Thompson 45Brendan Eich 21Jensen Huang 7Emily Chang 7David Senra 6Dara Khosrowshahi 6Mitch Lasky 4
Verbatim, from the transcripts: the passages where Microsoft comes up
Not Boring (with Packy McCormick) - Extended Cut · Acquired
- ▶ 1:35:06 Packy McCormick A couple of things that happened around that time, like me and Ben from Composer wrote this piece on Excel that got picked up, I think, by two separate New York Times articles and got to the top of Hacker News and all of that kind of stuff.
- ▶ 2:32:10 Ben Gilbert So you, you, you've got this concept of the not boring flywheel, um, which I wanna say any, it's, you can draw, it's kind of like you can make an Excel spreadsheet say anything.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 17:32 John Bathgate Um, and so this would be a company like companies we own in the head of the portfolio, be someone like a Microsoft or a TSMC where we're not, we're not looking for like value stocks or kind of like cheap companies.
- ▶ 55:04 Ben Gilbert I think your other top positions, uh, Amazon, Microsoft, like they use a lot of semiconductors and I think Salesforce is probably up there too.
- ▶ 1:33:31 Brinton Johns There's not one company that's making all the money, um, throughout the whole chain, we've seen margins come up, and, you know, here's a good trivia question, who has higher operating margins, Texas Instruments or Microsoft, right?
- ▶ 1:41:48 David Rosenthal And as we've been saying all season now, everybody knows Ben and I collaborate not just on Acquired, but on a massive and growing by the day spreadsheet with, uh, uh, it's basically like, you know, the intention of this was like, how do we…
Standard Oil Part II (Extended Cut) · Acquired
- ▶ 1:10:13 Ben Gilbert It's like having Bing out there in the search engines.
- ▶ 1:10:17 David Rosenthal Sorry, Bing.
- ▶ 2:10:18 Ben Gilbert Somehow not Microsoft this time around, but yeah.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- ▶ 1:26:22 Ben Gilbert And was Microsoft in there?
- ▶ 1:26:28 Michael Mauboussin So Microsoft is the only company that made the list both times.
- ▶ 1:26:36 Michael Mauboussin So the excluding, um, excluding Microsoft.
- ▶ 1:26:43 David Rosenthal And Microsoft is two different companies with the same name.
- ▶ 1:26:47 Michael Mauboussin So if you took Microsoft out, so you, you bought the other nine turns out their market capitalizations are down
Standard Oil Part I · Acquired
- ▶ 1:26:32 Ben Gilbert Well, there's a couple different ways that
- ▶ 1:26:44 Ben Gilbert The deal that Microsoft cut with, I think it was IBM, was, yeah, uh, you know, you, you guys can, um, uh, can use Windows, and, uh, that's great, and if you ship.
- ▶ 1:27:07 Ben Gilbert And so Microsoft basically ended up with, you know, the monopoly, the entire industry, because IBM's like, well, wait a minute, whether we're putting windows on these machines, we're not, we're paying for it.