Microsoft, every mention
1,371 scenes (2024), the whole family · ← back to Microsoft
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Verbatim, from the transcripts: the passages where Microsoft comes up
IKEA (Audio) · Acquired
- ▶ 1:22:24 Ben Gilbert They power companies like OpenAI, Atlassian, Microsoft, Figma, and they process over a trillion events per day, and they've got a great engineering blog on how they do this.
Meta (Audio) · Acquired
- ▶ 22:03 Ben Gilbert Yeah, and I think Microsoft was one of them, too.
- ▶ 38:25 Ben Gilbert If you go back two, three, four years, you're gonna have to go to Oracle, you're gonna have to go to Microsoft, you're gonna have to buy, like, enterprise grade, super proprietary systems to do this.
- ▶ 1:04:09 Ben Gilbert Tying this back to our Microsoft episode, this would have been, what, early 2004?
- ▶ 1:04:21 Ben Gilbert He was still the chief architect and still chairman of the board, but it's sort of this, like, post-DOJ time for Microsoft where Bill is just technically focused and can do things like go speak at Harvard.
- ▶ 1:04:33 David Rosenthal It is amazing how much influence Microsoft had on Facebook and on Mark.
- ▶ 1:45:21 Ben Gilbert Very Microsoftian.
- ▶ 1:45:23 David Rosenthal Very Microsoftian.
- ▶ 2:00:46 David Rosenthal So in August of 2006, they do the first partnership with Microsoft.
- ▶ 2:00:53 David Rosenthal It's funny that, you know, the Microsoft Facebook relationship in some ways is sort of a precursor to the Microsoft OpenAI relationship today and how that gets built.
- ▶ 2:01:04 David Rosenthal Microsoft says, we're gonna take over selling all of the display ad inventory domestically within the U.S. for Facebook, and we will give you a guaranteed CPM that we can sell, and then we are gonna use this to help bootstrap our online…
- ▶ 2:01:29 David Rosenthal Their efforts launching Bing making that into ultimately a successful business, but even more importantly for Azure that comes out of it.
- ▶ 2:01:37 David Rosenthal Microsoft knows they need some scale to bootstrap up and get started with both the ad business, but also just like the online services division period.
- ▶ 2:01:51 Ben Gilbert Suddenly Microsoft's problem is not how do we find enough inventory to sell?
- ▶ 2:02:00 David Rosenthal Yes, and Microsoft have been trying to do this.
- ▶ 2:02:46 David Rosenthal In 2006, with this Microsoft partnership, that jumps to forty eight million dollars in revenue.
- ▶ 2:02:57 David Rosenthal And then the next year in 2007, again, I think almost all of this is Microsoft, that goes to a hundred and fifty three million dollars in revenue.
- ▶ 2:03:30 David Rosenthal Oh, and by the way, in the second iteration of this Microsoft partnership, which we will talk about in just a minute, it included an investment from Microsoft at a 15 billion dollar
- ▶ 2:05:04 Ben Gilbert All these companies with big climbing, Microsoft would ship every three years with a service pack once a year.
- ▶ 2:06:05 David Rosenthal Like, A, we've got real revenue from this Microsoft partnership.
- ▶ 2:08:28 David Rosenthal Boz went to Microsoft, I think, before joining Facebook.
- ▶ 2:25:21 David Rosenthal Be like Microsoft.
- ▶ 2:25:23 David Rosenthal This is now Facebook is like Microsoft.
- ▶ 2:26:39 Ben Gilbert You know, the same way that Microsoft had user attention with PCs, because they had the install base of Windows.
- ▶ 2:26:39 Ben Gilbert You know, the same way that Microsoft had user attention with PCs, because they had the install base of Windows.
- ▶ 2:29:39 Ben Gilbert They're hoping for sort of that Microsoft playbook of platforms get really epic lock-in.
- ▶ 2:31:48 David Rosenthal Either captively controlled hardware like Apple, or open hardware like Android and Microsoft.
- ▶ 2:40:40 David Rosenthal Like we were just talking about, Facebook is becoming the next Microsoft, which brings us to the second Microsoft partnership in October of 2007.
- ▶ 2:41:05 David Rosenthal So, Microsoft, perhaps obvious now in retrospect to everybody, really just wants to buy the company.
- ▶ 2:41:17 David Rosenthal Microsoft is also happy, though, to just keep the partnership going and expand it, because one, it is really helping them spin up their online services division and get really good at online ad sales and ad serving, and two, they know they…
- ▶ 2:41:46 Ben Gilbert I mean, for them, I think the thing that shocked them about Google is,
- ▶ 2:42:09 Ben Gilbert So actually the thing that's important to them is locking in those page views.
- ▶ 2:42:14 Ben Gilbert To the extent that they can participate in this market, it kind of has to be either we own you or we are the long-term ad provider, which they didn't end up being.
- ▶ 2:42:30 David Rosenthal October, 2007, Microsoft comes down to Palo Alto.
- ▶ 2:43:12 David Rosenthal The Microsoft team, you know, by Facebook standards is all old guys.
- ▶ 2:43:42 David Rosenthal The Microsoft guy's like,
- ▶ 2:44:20 David Rosenthal And it is beginning at the same time that this Microsoft partnership is happening in a conference room.
- ▶ 2:44:25 Ben Gilbert And didn't this Microsoft deal end up being about international?
- ▶ 2:44:33 David Rosenthal At one point during the night, one of the Microsoft guys, according to Dan, looks at him and says, wow,
- ▶ 2:44:40 David Rosenthal This is just like the old days of Microsoft.
- ▶ 2:44:53 David Rosenthal Microsoft becomes the worldwide exclusive third-party advertising network for all display ads on Facebook.
- ▶ 2:45:08 David Rosenthal Facebook, of course, can still also sell their own inventory themselves, but anything that they don't want to sell themselves or that is excess inventory, Microsoft gets exclusive access to be the only ad network where you can access it.
- ▶ 2:45:21 David Rosenthal And the big kicker, Microsoft is going to invest two hundred and forty million dollars in Facebook at a 15 billion dollar valuation.
- ▶ 2:45:49 Ben Gilbert We talked about this in the Microsoft episode.
- ▶ 2:46:10 Ben Gilbert It's Microsoft.
- ▶ 2:47:26 David Rosenthal Facebook at this point in time is basically break even and doing one hundred and fifty million in revenue, most of which is Microsoft itself.
- ▶ 2:47:35 David Rosenthal All that said, Microsoft, this is a home freaking run.
- ▶ 2:47:40 David Rosenthal Like we've been saying all along, helps them spin up Bing, doing all the ad serving for this, getting into like real online services, and then B, you know, Microsoft is not a hedge fund, as we talked about on that episode, but that two…
- ▶ 2:47:40 David Rosenthal Like we've been saying all along, helps them spin up Bing, doing all the ad serving for this, getting into like real online services, and then B, you know, Microsoft is not a hedge fund, as we talked about on that episode, but that two…
- ▶ 2:48:04 David Rosenthal And then maybe the most important benefit to Microsoft out of all of this is, like, Microsoft and Facebook have always had a good relationship, unlike Microsoft has with Google and Apple.
- ▶ 2:48:24 Ben Gilbert Every single place it could be a Microsoft product, it was.
- ▶ 2:48:39 Ben Gilbert Like, we think platform is the future, Microsoft, you're our preferred partner to handle making the money.
- ▶ 2:49:17 David Rosenthal Also, yeah, we're a social media company that involves a lot of page views and engagement, and like, the right way to monetize that is advertising, so yes, we've just continued this big Microsoft partnership, but we have the right to sell…
- ▶ 2:49:53 Ben Gilbert And having Microsoft take care of the ads was, I think in his mind, kind of a win-win.
- ▶ 2:57:55 David Rosenthal Like there probably is targeting that's happening through the third party Microsoft advertising network, but none of that is like technology that Facebook's building or value that's accruing to Facebook.
- ▶ 2:58:14 David Rosenthal We've got this great partnership with Microsoft.
- ▶ 3:17:24 David Rosenthal Microsoft display ad partnership still growing strong as growth is happening.
- ▶ 3:29:16 Ben Gilbert Microsoft, Notion, Anthropic, Figma, plus thousands of early stage startups.
- ▶ 3:35:38 Ben Gilbert And interestingly, David, an FTC consent decree is the same thing that Microsoft signed.
- ▶ 3:35:44 David Rosenthal Yeah, hark back to the Microsoft episode.
- ▶ 3:35:47 Ben Gilbert Yes, the FTC consent decree with Microsoft was the predecessor to the big DOJ suit.
- ▶ 3:58:00 David Rosenthal Facebook announces that mobile advertising is now 53% of revenue, and total ad revenue for the company grew 76% year over year in the fourth quarter, which of course is the most important quarter of the year, which means, I did all the…
- ▶ 4:35:22 David Rosenthal And what's really important about how they do this is this is not Microsoft research.
- ▶ 4:38:07 Ben Gilbert Great startup that went public, but they weren't necessarily reputable in the computer science community as these people are Microsoft-level researchers to advance the state of the art.
- ▶ 5:04:16 David Rosenthal By the way, what do you guys think about Microsoft and working with them?
- ▶ 5:04:19 David Rosenthal And then they just, like, have a really nice conversation, supposedly, for the next couple hours and shoot the shit and talk about Microsoft and computing history.
- ▶ 5:27:29 Ben Gilbert You know, you think AWS, Azure, Microsoft, and Google Cloud.
- ▶ 5:27:29 Ben Gilbert You know, you think AWS, Azure, Microsoft, and Google Cloud.
- ▶ 5:36:25 Ben Gilbert It blew my mind when someone from Facebook came and gave a talk at Microsoft in 2014 on how they ship product, and how it rolls out, and it, not only the feature flagging elements of it, but they can sort of, like, watch performance, auto…
- ▶ 5:51:38 Ben Gilbert In our Microsoft episodes, the real comp for this company is Microsoft.
- ▶ 5:52:33 Ben Gilbert 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.
- ▶ 5:53:11 David Rosenthal He gets invited back to do a guest lecture as like a practitioner in the field at Harvard CS-fifty class, and he's talking about product strategy, and he talks about how he really admires Microsoft's product strategy, and he thinks it…
- ▶ 5:53:57 Ben Gilbert Microsoft, Nvidia, Nike.
- ▶ 5:56:43 unnamed speaker If you look at Nvidia, if you look at Apple, if you look at, you know, Microsoft in recent years, if you look at the original Microsoft.
- ▶ 6:16:41 David Rosenthal I uploaded just the links to the sources that I used for my side of the research for the Microsoft part one episode.
- ▶ 6:22:01 Ben Gilbert If you liked this episode, listen to our NVIDIA series, listen to our Microsoft series, uh, I don't know, maybe go listen to our Standard Oil series.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 13:16 Ben Gilbert I think Microsoft Volume Two was our longest.
- ▶ 40:12 Ben Gilbert Today, many of the world's leading tech companies rely on Statsig, including OpenAI, Microsoft, Notion, Anthropic, Figma, plus thousands of early stage startups.
- ▶ 52:13 Emily Chang You covered it three days after they got bought by Microsoft.
- ▶ 53:59 Ben Gilbert And like, it's just kind of hanging out inside Microsoft.
- ▶ 54:20 Emily Chang Who came in and was like, Microsoft just bought LinkedIn, and you have to interview Satya and Jeff Wiener in an hour.
- ▶ 54:47 Emily Chang I do actually, because I talked to Reid Hoffman, um, who of course is the co-founder of LinkedIn, and you know, it's interesting because Reid joined the board of Microsoft.
- ▶ 54:57 Emily Chang He's still on the board of Microsoft.
- ▶ 55:05 Emily Chang Microsoft is the biggest backer of OpenAI now, and, um.
- ▶ 55:09 David Rosenthal And Kevin Scott is the CTO of Microsoft now, who came from LinkedIn.
- ▶ 55:15 Emily Chang He said, Satya has run Microsoft as a type of founder.
- ▶ 55:26 Emily Chang He shifted the company's focus away from a cutthroat culture and competition only practices towards embracing social networks, collaboration, cloud, and the next wave of AI.
- ▶ 55:38 David Rosenthal The question is, did he listen to our Microsoft series?
The Mark Zuckerberg Interview · Acquired
- ▶ 1:16:09 David Rosenthal Today, many of the world's leading tech companies rely on Statsig, including OpenAI, Microsoft, Notion, Anthropic, Figma, plus thousands of early-stage startups.
- ▶ 1:24:46 Ben Gilbert Apple, Steve Jobs, Bill Gates, Microsoft, NVIDIA, Jensen.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 0:43 Ben Gilbert Microsoft volume two at long last.
- ▶ 0:58 Ben Gilbert And in this era, Microsoft had a lot of the right ideas, with a lot of the wrong timing and execution on everything from the Zune to Bing.
- ▶ 1:12 Ben Gilbert To 2014, where we will end this episode, Microsoft grew their annual revenue from six billion to eighty billion.
- ▶ 1:21 Ben Gilbert They became a phenomenally successful company, and really cracked the code on selling enterprise software.
- ▶ 1:45 Ben Gilbert And on Microsoft's 1998 antitrust suit against the Department of Justice, everyone knows of this case, but most people really have no idea what actually happened.
- ▶ 1:55 Ben Gilbert Did Microsoft lose?
- ▶ 3:25 Ben Gilbert Okay, David, the middle chapter of Microsoft.
- ▶ 3:32 David Rosenthal So, Ben, you covered this in your intro, but I think everybody kind of knows the narrative about what happened to Microsoft between, call it, 1995 and 20 14 when Satya took over.
- ▶ 3:57 David Rosenthal He writes, I joined Microsoft in 1992 because I wanted to work for a company filled with people who believed they were on a mission to change the world.
- ▶ 4:32 David Rosenthal And you can sum this kind of whole narrative up as Microsoft was winning, and then it sucked for a long time, and then it is now winning again, and that's all thanks to Satya.
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