Steve Ballmer

36 statements across 3 episodes · 12 bullish · 9 bearish · 3 people on the record · first statement Apr 22, 2024 by Ben Gilbert · said 183 times in 12 episodes since 2021 · across every show →

On the record as a speaker too: Steve Ballmer's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by David Rosenthal (94), Ben Gilbert (88), Michael Lewis (1)

tap a year for its mentions
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2025 18 mentions in 6 episodes 3 per episode
2024 162 mentions in 3 episodes 54 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Steve Ballmer, oldest first

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 neutral
Assertion Supported
Steve Ballmer took over engineering management to ship Windows 1.0
“Steve Bomber gets drafted to come in and be the dev manager for the final push to release Windows one point out, which is hilarious.”
David Rosenthal Apr 22, 2024 ▶ 2:37:03 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
Jul 22, 2024 positive
Opinion
Rosenthal: Microsoft's flat stock under Ballmer stemmed from failing to tell its narrative
“And I think what I realized a few minutes ago as we were talking is, this was the biggest failure of the company during this period. They did not tell their story, right? And so much of what we think of as the losses from this timeframe, and certainly everythi…”
David Rosenthal Jul 22, 2024 ▶ 4:36:41 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Assertion Supported
Rosenthal: Ballmer declared Microsoft 'all in' on cloud at UW in 2010
“In 2010, Ray Ozzie actually leaves the company, but as he's doing, he and Steve roll Red Dog, by this point in time renamed Azure, back into the server and tools business, and the two of them go to the University of Washington, and Steve gives a speech at the …”
David Rosenthal Jul 22, 2024 ▶ 3:46:31 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 Partly supported
Rosenthal: Ballmer replaced Muglia despite Server & Tools making $12B and growing fast
“Bob was crushing it as Head of server and tools. Revenue was growing, I don't know, 30, 40% a year. It's a twelve billion dollar business. But the reason that Steve made the change was he said, we need a new leader who's going to come in and change this organi…”
David Rosenthal Jul 22, 2024 ▶ 3:47:21 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Assertion Partly supported
Gilbert: Microsoft revenue grew 3.5x to $84B during Ballmer's CEO tenure
“Revenue went from twenty three billion to eighty four billion. That's a three and a half X over 14 years. Operating income went from twelve billion to thirty billion. So almost a three X.”
Ben Gilbert Jul 22, 2024 ▶ 4:09:51 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 negative
Assertion Not checkable as stated
Rosenthal: Steve Ballmer called Vista the worst moment of his CEO tenure
“In that conversation that we had with Steve, where he, you know, made the comment about my acquisitions, my mistakes, we just lost money on the bad ones, the genesis of that conversation was about Vista. You know, he was reflecting, he said, that probably was …”
David Rosenthal Jul 22, 2024 ▶ 2:34:59 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 bullish
Assertion Partly supported
Rosenthal: Ballmer-era server products all became multi-billion-dollar revenue businesses
“These are All, every single one of those names I just mentioned become multi-billion dollar revenue enterprise IT server products that are built and sold during the Steve Ballmer era of Microsoft.”
David Rosenthal Jul 22, 2024 ▶ 1:40:03 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Supported
Rosenthal: Ray Ozzie began recruiting for Project Red Dog in January 2006
“And so in January, 2006, Ray with Steve Bomber's full blessing goes and starts recruiting for a secret project within Microsoft incubated outside any of the existing divisions.”
David Rosenthal Jul 22, 2024 ▶ 3:39:21 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Supported
Gilbert: Popular belief that Nadella originated Azure is historically inaccurate
“As the general public is concerned, Steve Ballmer was obsessed with Windows. He built the enterprise business. He left. Satya Nadella came in and launched Azure, and Azure has been great. Like, not exactly. That's not really what happened.”
Ben Gilbert Jul 22, 2024 ▶ 3:35:10 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Opinion
Rosenthal: Ballmer positioned Nadella in Server & Tools to become CEO
“It was, let's get this guy the right exposure to the right important things that he could be CEO of this company someday in the not very distant future.”
David Rosenthal Jul 22, 2024 ▶ 3:48:17 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 positive
Opinion
Rosenthal: Steve Ballmer and Ray Ozzie deserve all credit for Azure's vision
“I kind of think all of the credit for the vision for it and the championing it for the initial seven years within Microsoft goes to Steve and to Ray.”
David Rosenthal Jul 22, 2024 ▶ 3:56:04 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024
Assertion Supported
Rosenthal: Ballmer's famous 2000 stage dance occurred during breakup threat
“The crazy dancing on stage. I love this company. That was in September of 2000. When they thought they were gonna get broken up.”
David Rosenthal Jul 22, 2024 ▶ 1:28:52 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jul 22, 2024 neutral
Assertion Supported
Gilbert: Microsoft P/E multiple compressed from 75x to 14x under Ballmer
“The P.E. Multiple went from 75 X to 14 X. The market cap when he was announced went from six hundred billion to when he left at three hundred and thirty billion.”
Ben Gilbert Jul 22, 2024 ▶ 4:11:50 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Jun 2, 2025 positive
Assertion Not checkable as stated
Ballmer: Satya Nadella volunteered to report to Qi Lu to recruit him
“God, there's a lot, and I don't know who throws the idea out at first. Maybe Satya. We should hire Chi, and I should work for him. So Harry, and Harry was all in. Harry worked for Satya, who worked for Chi. No. We flipped it around.”
Steve Ballmer Jun 2, 2025 ▶ 2:03:28 The Steve Ballmer Interview · Acquired
Jun 2, 2025 positive
Disclosure
Ballmer: Intuit Dome bans visiting gear in its 4,000-seat fan section
“There's no suites on the side. We even built a student section right in the middle, i.e. It's standing room only. You must stand. That's what you have to agree to if you're going to sit there or be there. You have to agree to stand. You have to agree to cheer.…”
Steve Ballmer Jun 2, 2025 ▶ 2:47:22 The Steve Ballmer Interview · Acquired
Jun 2, 2025 bullish
Opinion
Ballmer: LA Clippers are far more secure than Microsoft stock
“No, that I do not own for financial purposes. And I will also tell you, unlike Microsoft, it cannot go to zero. Not a chance. It is far more secure than Microsoft. Why? They're not making more of them. And as long as anybody in the world's getting richer, the …”
Steve Ballmer Jun 2, 2025 ▶ 2:29:49 The Steve Ballmer Interview · Acquired
Jun 2, 2025 positive
Disclosure
Ballmer: Clippers Will Use Microsoft-Style Long-Term Grinding to Challenge Lakers
“Our goal is to be long-term grinders on that. And we want to beat them every time on the court. It's okay to have two popular teams. Los Angeles County, for gosh sakes, has the same number of people as the state of Ohio, pretty much. So there's plenty of peopl…”
Steve Ballmer Jun 2, 2025 ▶ 2:55:15 The Steve Ballmer Interview · Acquired
Jun 2, 2025
Disclosure
Ballmer: I directly managed engineers to ship Windows 1.0
“I actually managed the engineers. Because the guy who was doing it wasn't being successful and we had to ship the thing.”
Steve Ballmer Jun 2, 2025 ▶ 24:29 The Steve Ballmer Interview · Acquired
Jun 2, 2025
Disclosure
Ballmer: Microsoft and portfolio dividends roughly cover annual philanthropic giving
“Between Microsoft and the other stuff I own, the dividend checks are pretty close to what we give away. So you can look at the appreciation, but you know, we're just above the dividend checks.”
Steve Ballmer Jun 2, 2025 ▶ 2:23:41 The Steve Ballmer Interview · 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 neutral
Disclosure
Ballmer: Microsoft explored acquiring HTC years before buying Nokia
“I'd been trying to buy a hard, I had talked about buying a phone company for years, a number of years before the Nokia deal. I forget what year it was. I flew to Taiwan and we were looking at buying HTC. They were the biggest Windows phone OEM at the time. Nok…”
Steve Ballmer Jun 2, 2025 ▶ 2:10:46 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Opinion
Ballmer: One of my major regrets is Microsoft losing its consumer muscle
“One of my regrets is we lost the consumer muscle along the way, because I think the ability to be ultra ultra, I mean, we're a great company, Microsoft's great company, but to have both of those muscles totally firing, if I'd been able to sustain that consumer…”
Steve Ballmer Jun 2, 2025 ▶ 6:17 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Disclosure
Ballmer: Microsoft removed 'teamwork' as an official corporate value
“In Microsoft, I, we got rid of the value called teamwork. I didn't want that one. I said open and respectful and dedicated to making others better. Because teamwork could sound like a treat everybody, nice, nice.”
Steve Ballmer Jun 2, 2025 ▶ 2:38:07 The Steve Ballmer Interview · Acquired
Jun 2, 2025 negative
Assertion Supported
Ballmer: Microsoft's upgrade model threatened to cut company revenue in half
“We were selling upgrades and new licenses. And upgrades were, I can't, less than half the price of new licenses. So what does that mean? The company was headed to a world where its revenue was half of its existing revenue.”
Steve Ballmer Jun 2, 2025 ▶ 41:45 The Steve Ballmer Interview · Acquired
Jun 2, 2025 positive
Insight
Ballmer: Enterprise software sales must serve as peace-of-mind insurance policies
“When you sell the enterprise, you have to provide peace of mind, which is kind of like an insurance policy. So buying more than you might be using, or some users are using, it's an insurance policy.”
Steve Ballmer Jun 2, 2025 ▶ 46:37 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 neutral
Insight
Ballmer: Nokia partnership failed without acquisition due to marketing funding economics
“The problem with the partnership with Nokia is they didn't have the money to invest in marketing. We did. We did. They didn't have the market to go. They did not have the ability to go deep pockets. We did. But if we didn't have the monetization capability bac…”
Steve Ballmer Jun 2, 2025 ▶ 2:17:27 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
Assertion Not checkable as stated
Ballmer: Microsoft lacked confidence in controlling the PC ecosystem until the 1990s
“So I would say no sense of confidence about controlling the ecosystem well into the nineties before I think any of that, or at least for me.”
Steve Ballmer Jun 2, 2025 ▶ 21:14 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
Jun 2, 2025 neutral
Insight
Ballmer: Succession planning requires two different candidates for emergency vs. term completion
“Succession plan has two candidates. It's what happens if you get hit by a bus and what happens if you get served to term, whatever term feels like. And they're different people, right?”
Steve Ballmer Jun 2, 2025 ▶ 2:06:10 The Steve Ballmer Interview · Acquired
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