Assertion Supported AI assessment confidence: 95% certainty 3/5 debate potential 1/5

Microsoft revenue jumped from $25M in 1982 to $98M in FY1984

David Rosenthal · Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired · Apr 22, 2024 · at 2:02:07

David Rosenthal outlines Microsoft's rapid revenue surge following the licensing of MS-DOS to IBM clone makers.

0:00 / 0:34exact quote · 34.8s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I believe that for calendar year, 1982, Microsoft's revenue was twenty five million dollars, and I think this must have been when they switched to fiscal year end and June 30th. So Microsoft's fiscal year end starting then and up through now is June 30th. So their fiscal 1984, so the year Ended June 3019 84. So, 1983 midpoint to 1984 midpoint. Microsoft does ninety-eight million dollars. In an 18 month period from the end of 1982, they go from 25 to 98.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from David Rosenthal

Opinion
The SR-71 Blackbird Was Effectively a Decoy for Space Satellites
“This is heretical to say, because it's so beloved, but I think the Blackbird was a decoy. We were getting everything we needed from space. We just didn't want anybody to know about it.”
David Rosenthal May 30, 2023 ▶ 1:29:18 Lockheed Martin (Audio) · Acquired
Opinion
The NFL blackballed Colin Kaepernick following his 2016 national anthem protests
“The NFL blackballed Colin Kaepernick after this.”
David Rosenthal Jan 27, 2026 ▶ 2:46:53 The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
Opinion
Rosenthal: The IPL is structurally superior to the NFL
“To me, this is not a controversial statement. The IPL is better set up structurally than the NFL. It is the Most perfect sports league that exists.”
David Rosenthal Mar 24, 2025 ▶ 49:36 Indian Premier League Cricket (Audio) · Acquired
Opinion
Rosenthal: Taylor Swift Enterprise Value Is $11B Using Disney's 20x Multiple
“Disney trades at 20 X free cash flow. Taylor is five hundred and fifty million in free cash flow. That's a eleven billion dollar enterprise value for Taylor.”
David Rosenthal Sep 30, 2024 ▶ 1:03:35 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
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
Insight
Ilya Sutskever argued next-token prediction inherently requires true world understanding
“The more accurately an LLM predicts that next word, i.e. The name of the criminal. Ipso facto, the greater its understanding, not only of the novel, but of all general human-level knowledge and intelligence, because you need all of your experience in the world…”
David Rosenthal Sep 6, 2023 ▶ 30:07 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Made with StarZero

Turn any episode into a week of clips.

This entire site, nearly 80 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.