Microsoft, every mention
88 scenes (2023), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2023 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
Holiday Special 2023 (Audio) · Acquired
- ▶ 33:49 David Rosenthal Added arguably almost all of the most important AI companies in the world this year, including OpenAI, which uses Statsig for ChatGPT, Microsoft, Atlassian, Anthropic, many, many others, along of course with regular old companies like…
Visa (Audio) · Acquired
- ▶ 36:07 Ben Gilbert This is like meta launching threads or Microsoft launching teams.
- ▶ 36:07 Ben Gilbert This is like meta launching threads or Microsoft launching teams.
- ▶ 2:49:49 Ben Gilbert And just to throw some numbers out for people that are, like, not, you know, looking at financial statements all the time, Microsoft, 34% net income margins.
- ▶ 2:49:57 Ben Gilbert Microsoft sells software.
- ▶ 2:49:58 Ben Gilbert They ship bits.
- ▶ 2:50:26 David Rosenthal Microsoft Desire.
Charlie Munger (Audio) · Acquired
- ▶ 41:46 Ben Gilbert In fact, there are these acronyms, FAANG or MAMA, you know, Microsoft, Apple, Google, Facebook, but selecting the one and putting hundreds of billions of dollars into it.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 4:47 Jensen Huang We were the only consumer, three D graphics company ever created, and we, we were focused on transforming the PC into an accelerated PC because at the time, Windows was really a software rendered system.
- ▶ 5:00 Jensen Huang And so anyways, Riva one, 28 was a reset of our company because by the time that we realized we had gone down the wrong road, Microsoft had already rolled out DirectX.
- ▶ 9:26 Jensen Huang And Dwight and the software team wrote our software, the entire stack, and ran it on this emulator, and just sat in the lab waiting for Windows to paint, you know.
- ▶ 17:41 Ben Gilbert I started at Microsoft in 2012.
- ▶ 52:45 Ben Gilbert And what played out is Microsoft already had all these developer relationships.
- ▶ 53:03 David Rosenthal You were competing against Microsoft in the nineties.
- ▶ 53:08 Jensen Huang No, it's a lot different, but I appreciate that, but, but we were, we were nowhere near, near competing with them.
- ▶ 1:12:00 Jensen Huang If you prioritize yourself, uh, properly and, and you make sure that you, you, uh, you don't let Outlook be the controller of your time, there's plenty of time.
- ▶ 1:12:19 Jensen Huang Don't let Outlook control what you do every day.
- ▶ 1:12:38 Jensen Huang And don't let Outlook determine that.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 1:30:16 Doug DeMuro Who understand how Excel works, who can, like, go on a Zoom call, like, it's hard, like, it's legitimately hard, but, like, they're out there so much.
- ▶ 1:33:38 Doug DeMuro I do have an Excel running.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 2:35 Ben Gilbert First, with OpenAI's ChatGPT, which became the fastest app in history to a hundred million active users, and then quickly followed by Microsoft, Google, and seemingly every other company.
- ▶ 25:19 David Rosenthal It's super cool that they can put their data centers out there in these remote locations where quote unquote energy happens, as opposed to the other hyperscalers such as AWS and Google and Azure.
- ▶ 45:53 Ben Gilbert Less than six months later, OpenAI took a one billion dollar investment from Microsoft.
- ▶ 46:29 David Rosenthal And Sam goes out and does these landmark deals with Microsoft.
- ▶ 47:00 David Rosenthal Microsoft invests a billion dollars, as you say, and becomes the exclusive cloud provider for OpenAI, which is going to become highly relevant here for NVIDIA.
- ▶ 47:16 David Rosenthal In September of 2020, Microsoft licenses exclusive commercial use of the underlying model for Microsoft products.
- ▶ 47:26 David Rosenthal Microsoft invests another two billion dollars in OpenAI.
- ▶ 47:46 David Rosenthal In January, twenty-twenty-three, this year, Microsoft invests another ten billion dollars in OpenAI, announces they're integrating GPT into all of their products, and then in May of this year, GPT-IV comes out.
- ▶ 48:03 David Rosenthal We eventually need to go do a whole nother episode about all the details here of OpenAI and Microsoft.
- ▶ 48:59 Ben Gilbert So far I'm thinking, so this is like the OpenAI and Microsoft episode?
- ▶ 1:12:17 David Rosenthal This is Azure.
- ▶ 1:22:19 Ben Gilbert I think Azure and AWS were where I looked.
- ▶ 1:23:22 Ben Gilbert Yeah, and of course you could rent these instances from Amazon, Microsoft, Google, Oracle, but like- You're not getting that full integrated solution.
- ▶ 1:24:00 Ben Gilbert To load some models in from a trusted source that you can easily pair with your data and just click run and not have to worry about any of the complexity of managing a cloud application that's in Amazon or Microsoft or something a little…
- ▶ 1:24:27 David Rosenthal Via other clouds, so Azure and Oracle and Google.
- ▶ 1:26:02 David Rosenthal And even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though
- ▶ 1:37:54 Ben Gilbert It also was the glimmer in Jensen's eye of, ooh, maybe I can build my own relationship with developers, and, you know, there can be this notion not of a Microsoft or an Intel developer who happens to be able to
- ▶ 1:42:14 David Rosenthal The right analogy for NVIDIA also is Microsoft.
- ▶ 1:42:28 Ben Gilbert Microsoft had developers, and
- ▶ 1:42:31 Ben Gilbert Intel had Microsoft, but Intel didn't have developers.
- ▶ 1:53:52 Ben Gilbert They have 26,000 employees, and that sounds like a big number, but for comparison, Microsoft, whose market cap is only twice as big, has 220,000.
- ▶ 1:54:04 Ben Gilbert So that is five X the number of employees per dollar of market cap going on over at Microsoft, and this is a little bit
- ▶ 1:54:16 David Rosenthal But the scale of the platform that Nvidia is building is on the order of magnitude of Microsoft scale.
- ▶ 1:58:50 Ben Gilbert It's if Microsoft decides to go and build their own ship as they're rumored to with AMD, it's
- ▶ 2:10:40 David Rosenthal But obviously Google is not going to be in AWS and Azure and Oracle and all the new cloud providers.
- ▶ 2:21:52 Ben Gilbert There's this sort of interesting question of will winning cloud one point oh for all these Google, Microsoft, Amazon, will that toehold actually enable them to win in the cloud AI era?
- ▶ 2:22:17 David Rosenthal Microsoft is the exclusive cloud infrastructure provider for OpenAI, which runs, as far as we know, solely on NVIDIA infrastructure, but they buy it all through Microsoft.
- ▶ 2:43:49 Ben Gilbert They are Microsoft.
- ▶ 2:43:58 Ben Gilbert And I mean, it may even be better than Microsoft because they make all the hardware, too.
Costco (Audio) · Acquired
- ▶ 37:20 Ben Gilbert We did a whole ACQ-II episode in February with Vijay Raji, their CEO, and the rest of the team is also made up of people who built things like Facebook Ads, Office, and Facebook Marketplace.
- ▶ 1:39:44 Ben Gilbert Crusoe is a cloud infrastructure provider, just like AWS and Azure, that is 100% purpose-built for AI training and inference.
Nike (Audio) · Acquired
- ▶ 1:07:40 David Rosenthal So just like AWS and Azure,
- ▶ 1:07:46 David Rosenthal So just like Phil Knight had the crazy idea of taking on Adidas with Blue Ribbon, Crusoe and its founders, Chase and Cully, had the crazy idea a few years ago that they could take on AWS and Azure.
- ▶ 1:09:34 David Rosenthal Was that Amazon and Microsoft and Google's data centers have to be physically located close to where the quote unquote internet happens, i.e. where internet usage is.
Uber CEO Dara Khosrowshahi · Acquired
- ▶ 4:17 Ben Gilbert It was at Microsoft with Rich Barton.
- ▶ 4:27 Dara Khosrowshahi We bought Microsoft stake.
- ▶ 4:29 Dara Khosrowshahi Microsoft decided it's, it's non-core
- ▶ 4:32 Dara Khosrowshahi and we bought Microsoft controlling stake and Expedia was a public company, but we had a control position.
- ▶ 43:27 Dara Khosrowshahi It was a PowerPoint.
- ▶ 43:29 Dara Khosrowshahi So I showed him PowerPoint.
- ▶ 43:31 Dara Khosrowshahi And he actually helped me in the PowerPoint.
- ▶ 44:27 Ben Gilbert Did you consider, I mean, this sort of famously was an issue in the Microsoft transition and, um, has been an issue in the Disney transition.
Spotify CEO Daniel Ek · Acquired
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
- ▶ 23:54 Ben Gilbert Customers include Notion, Brex, OpenAI, Flipkart, Figma, Microsoft, Cruise Automation.
- ▶ 25:45 Mitch Lasky They went to even their old employers at Microsoft where they, they were early Microsoft employees, I think among the first 25 or so employees at Microsoft.
- ▶ 25:52 Mitch Lasky So, uh, had good connections there and they asked if Microsoft would be willing to build this tool for them
- ▶ 27:27 Mitch Lasky And this is Microsoft.
- ▶ 28:23 David Rosenthal No, the gaming is like, you know, you've got Steam, you've got obviously the consoles, you've got Microsoft, um, and Epic is trying, but
- ▶ 29:23 Mitch Lasky I agree with you, and I think that, um, Game Pass from Microsoft is an interesting harbinger of maybe the end of the road for the platform based publisher, or at least the end of this road for the platform based publisher, because
- ▶ 30:06 David Rosenthal Clearly this is Microsoft strategy.
- ▶ 30:37 David Rosenthal Uh, Microsoft is offering this really easy all you can eat option to me.
- ▶ 31:26 Ben Gilbert I remember I worked at Microsoft in 2012, and I was at our annual meeting in the old key arena, and I watched a demo of cloud gaming on a Windows phone with an Xbox controller.
- ▶ 37:07 Blake Robbins I think it's, you can see publicly in the way that they're going with Microsoft against Sony, that
- ▶ 37:17 Blake Robbins Both everything we can tell of how they're siding with Microsoft and open embracing openness gives a clue of maybe how this works.
- ▶ 37:25 David Rosenthal Yeah, you mentioned that a little bit on the series, on the Gamecraft series of Nintendo siding with Microsoft.
- ▶ 39:38 Blake Robbins And I think the, I think the, we, we really end that episode to, to bring this full circle around cross-platform, which is sort of the latest evolution of where the console business has been, where you had Microsoft and actually Nintendo…
- ▶ 40:02 Blake Robbins If you had an Xbox, you couldn't play with your friend who had a PlayStation or a Switch, and really Nintendo and Microsoft went to war against Sony.
- ▶ 40:32 Ben Gilbert Well, uh, you want to play with your friends, so we're going to use that as the carrot stick, whatever you want to call it, to get you to buy our console, which we actually don't make money on, to get you to buy our games, which we do make…
- ▶ 2:00:06 David Rosenthal I mean, there was at least what a five-year period, I think, where Microsoft's AI was called Cortana.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 2:34:51 David Senra But, like, the whole thing, like, when Peter Thiel says this in his book, Paul Graham says it, it's just, like, startups don't have the advantage, right, of you're not going to outspend Microsoft or Netflix on, so you've got to find…
- ▶ 3:13:34 David Senra And they're like, your PowerPoint presentation.
- ▶ 3:13:36 David Rosenthal Have you ever made a PowerPoint presentation in your life?
- ▶ 3:13:41 David Senra Why would I make a PowerPoint presentation?
- ▶ 3:15:30 David Senra She's like, uh, I go, well, first of all, did she do a PowerPoint?
- ▶ 3:15:33 David Senra She goes, yes, everybody did a PowerPoint.
- ▶ 3:15:44 David Rosenthal Like, it was like, you would have had a PowerPoint.
- ▶ 3:16:41 David Senra I don't even want to sit through a PowerPoint.
- ▶ 3:16:43 David Rosenthal Nobody wants to sit through a PowerPoint.