Microsoft, every mention
551 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Jason Calacanis 413Chamath Palihapitiya 246David Sacks 127David Friedberg 97Satya Nadella 17Gavin Baker 14Thomas Laffont 12Brad Gerstner 11Elon Musk 8Mark Cuban 7
Verbatim, from the transcripts: the passages where Microsoft comes up
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 1:00:52 Jason Calacanis Google, Microsoft, Anthropic declined to comment. 2 times in the scene
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 17:00 David Friedberg Excel, no one's gonna go rebuild Excel.
- ▶ 43:25 Chamath Palihapitiya That's why, thank God we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.
- ▶ 1:03:51 Jason Calacanis Don't use Excel. 5 times in the scene
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 26:36 David Sacks So imagine that instead of, I know people don't like big tech, but imagine if Google and Microsoft
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 14:44 Jason Calacanis Yeah, where does that put them versus Microsoft's Office franchise, like, or Google's search franchise?
- ▶ 14:44 Jason Calacanis Yeah, where does that put them versus Microsoft's Office franchise, like, or Google's search franchise?
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 7:13 Brad Gerstner I mean, listen, the same thing's going on at Microsoft, right? 2 times in the scene
- ▶ 18:55 Brad Gerstner You know, I think it's hard to call it a duopoly when you're, you know, only a few years into this and you have giants like Amazon, Microsoft, and Google.
- ▶ 42:59 Brad Gerstner Microsoft doesn't come close.
- ▶ 46:08 Jason Calacanis Satya Nadella, CEO of Microsoft, fan of the pod, will be coming on for the second time.
- ▶ 58:15 David Sacks I remember at the peak hype for this company, people were saying like, oh, this is like a new Excel or a new Google Sheets. 2 times in the scene
- ▶ 58:23 Jason Calacanis New Microsoft Office.
- ▶ 1:01:37 David Sacks Let me just quote from this where they said, nobody buys Microsoft because Microsoft writes the best code. 3 times in the scene
- ▶ 1:01:46 David Sacks Active Directory is where your employee identities live.
- ▶ 1:01:51 David Sacks Teams is where the compliance recorded conversation happens.
- ▶ 1:01:54 David Sacks Azure holds a Fed ramp, high authorization, and Department of Defense impact level five clearance, which means a defense contractor cannot casually swap it out for something cheaper, and so on down the line.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 1:03:04 Jason Calacanis There's a bunch of lawsuits, Thomson Reuters versus Ross Intelligence, New York Times versus OpenAI, Microsoft, and Publishers versus Google, Gemini.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 15:57 David Friedberg You know, at Google in the early days, we would submit millions of search queries to Yahoo and Microsoft search engines to see what the results sets were. 2 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 9:34 Mark Cuban Yet here you have Microsoft hiring 6000 people, right?
- ▶ 14:40 Mark Cuban But if you want to start getting advanced, it's like figuring out PowerPoint used to be or Excel, right? 2 times in the scene
- ▶ 14:40 Mark Cuban But if you want to start getting advanced, it's like figuring out PowerPoint used to be or Excel, right? 3 times in the scene
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 3:28 Jason Calacanis We need to have a set of tests that Google, Microsoft, Amazon all agree to Elon.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 7:39 Pat Gelsinger Somewhat optimized for a Windows environment versus an iOS environment, you know, in their, uh, operating system.
- ▶ 37:29 Jason Calacanis You know, uh, foundational pieces of software that every startup, every enterprise uses, Salesforce, HubSpot, Slack, ah, the Google suite, Microsoft Office, will bespoke software 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 23:33 Jason Calacanis Excel comes out, okay, yeah, the accounting department's having a field day with it, but it's not really affecting human resources or marketing.
- ▶ 1:20:25 Brad Gerstner Kid owns a little bit of NVIDIA, a little bit of Microsoft, a little bit of Apple.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:57 Andrew Feldman And we are not alone in that, that, that OpenAI, uh, Anthropic, you go through this list of, of, uh, Google wants more data centers, Microsoft wants more data centers, AWS wants more data centers, right?
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 7:19 David Sacks And this is a formula that I think is very Microsoft-like. 2 times in the scene
- ▶ 7:33 David Sacks So if you want to think about like the Microsoft example, they had the Windows monopoly and then systematically they went and dominated every lucrative category of business software.
- ▶ 19:03 Jason Calacanis Yeah, and to just give a little bit of texture to how that's gonna look, if you follow the Microsoft example, which we've talked about here before, Lotus one, two, three, WordPerfect were their partners.
- ▶ 19:14 Jason Calacanis They were replaced with Excel.
- ▶ 19:17 Jason Calacanis They were replaced, obviously, with Microsoft Word.
- ▶ 32:35 Chamath Palihapitiya Microsoft just announced a two and a half billion dollar investment to stand up in FDE, or Amazon is spending a billion dollars to create an FDE.
- ▶ 1:25:53 David Friedberg So if you buy Microsoft Word or you pay for your Gmail subscription or even your ChatGPT account, you have to pay an eight percent sales tax on that this year.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:09:16 Gavin Baker Microsoft raised the price of the Xbox.
- ▶ 1:38:46 Travis Kalanick They update their Excel sheet and it just moves the number up a little bit.
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
- ▶ 17:52 Ryan Cohen The original thesis was that there's an upcoming console cycle and that they're probably going to survive until the upcoming console cycle and the new PlayStation and Microsoft Xbox comes out.
- ▶ 37:57 unnamed speaker They bought PayPal and then later spun it out and divested and they bought Skype for 2.6 billion in 2005 and then sold 70% of it for two billion in 2009 and then they got lucky with Microsoft overpaying in 20 11 and they made another two…
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 15:33 Jason Calacanis SpaceX briefly passed Amazon and Microsoft, which is mind blowing to be the fourth most valuable company. 2 times in the scene
- ▶ 48:31 Chamath Palihapitiya If, can you imagine the cost and the complexity if you ask the NeoScaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in?
- ▶ 53:13 David Friedberg They had their own OS, but ultimately Microsoft came along and made a better OS. 3 times in the scene
- ▶ 1:10:10 Jason Calacanis It wasn't that difficult to turn on a Windows PC, right?
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 20:42 Dan Dreyfus There's a famous example, you know, I thought Microsoft was a green company, but they went and convinced Constellation Energy, which is a company that owns a Three Mile Island nuclear reactor, you know, the one that melted down and… 2 times in the scene
- ▶ 21:18 Dan Dreyfus And so, here we have it, uh, Three Mile Island brought to you by Microsoft Azure.
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 15:16 Jason Calacanis So you can look at these companies in a way, OpenAI and Anthropic, as the new Microsoft Office, 2 times in the scene
- ▶ 15:51 Jason Calacanis In order for them to hit their revenue numbers, they might need to do what Microsoft did, which is release the office product on top of the operating system.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:49 Thomas Laffont Now even bigger than Google Cloud and Azure. 2 times in the scene
- ▶ 6:56 Thomas Laffont Well, this is just based on kind of some assumptions and some forecasts, but you can see that we estimate that only, not only is it bigger than Azure, but by the end of the year it could be bigger than AWS and potentially bigger than all…
Bill Ackman: Here's What the Market is MISSING
- ▶ 4:52 Bill Ackman I mean, yes, effectively, we're an investor, we're, actually, today we own Microsoft, we own Meta, we own Amazon, uh, actually, I think you're, either directly or indirectly, you're invested in AI. 3 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 11:07 Sarah Friar Didn't know how to use Excel and it pretty much probably wouldn't hire a finance person today.
- ▶ 23:18 Sarah Friar We had one CSP we worked with, Microsoft, Azure. 3 times in the scene
- ▶ 23:18 Sarah Friar We had one CSP we worked with, Microsoft, Azure.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 49:02 Chamath Palihapitiya You just saw Microsoft announce that they're killing the Claude licenses.
- ▶ 49:14 Bill Gurley Like Claude for Excel.
- ▶ 49:16 Bill Gurley Is better than Copilot by, not by a little, by a lot.
- ▶ 1:14:51 Chamath Palihapitiya Good luck making drugs out of an Excel spreadsheet.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal…
- ▶ 16:49 Chamath Palihapitiya Microsoft was three hundred billion.
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 1:00:23 Jason Calacanis Azure, one hundred eight billion. 4 times in the scene
- ▶ 1:00:27 Jason Calacanis There's a little bit of fun with numbers there because Azure and Microsoft include some of their software products in there, and Google Cloud includes things like Google Office or Google Suite in there. 2 times in the scene
- ▶ 1:14:39 Brad Gerstner Number one, we just saw Azure grow a 39% in the quarter.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 10:46 Chamath Palihapitiya It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google.
- ▶ 38:19 Jason Calacanis And then you're giving this keys to the kingdom to Microsoft.
- ▶ 41:05 Jason Calacanis Google, Microsoft, Amazon, and Meta all reported. 6 times in the scene
- ▶ 42:17 Jason Calacanis Microsoft Cloud, that includes Azure, Windows Server, SQL Server.
- ▶ 42:17 Jason Calacanis Microsoft Cloud, that includes Azure, Windows Server, SQL Server.
- ▶ 42:17 Jason Calacanis Microsoft Cloud, that includes Azure, Windows Server, SQL Server.
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 29:55 Jason Calacanis Then you have Elon who said he's got something called Grok computer coming out of macro hard, which is a play on words for Microsoft. 3 times in the scene
- ▶ 58:57 Jason Calacanis So maybe talk a little bit about this competition, this Microsoft versus Apple, this
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 10:42 Jason Calacanis And before that, Microsoft. 2 times in the scene
They're Opening the Stock Market to Everyone. Here's What That Actually Means
- ▶ 1:21 Paul Atkins To be a startup company and to, to build your products and do R and D and all that, uh, you had to go public, uh, in order to, so Apple and Microsoft advanced micro devices, all of those companies started off as, um, as, uh, you know, IPOs.
- ▶ 23:41 Jason Calacanis Like it's very obvious and clear to people who work at Microsoft, if some new version of software's coming out or the sales are dynamic and the numbers haven't been released, obviously you can't trade on that. 3 times in the scene
- ▶ 30:45 Jason Calacanis I think when you brought up Microsoft in the early part of your career watching these companies go public, I did a little research while we were here when you were speaking. 2 times in the scene
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 1:07:25 Jason Calacanis If you go through and you look at these nine companies, Microsoft,
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 4:14 Jason Calacanis Basically I said, listen, if you got laid off by Amazon or Microsoft over the last two years, just wear an open claw and automate your previous job.
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 40:52 Changpeng Zhao (CZ) It's, it's, it's Microsoft.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 47:37 Jason Calacanis Nobody like Claude or XAI or Microsoft would ever allow you to do this because it's so dangerous, obviously.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 2:00:05 Chase Lochmiller So when you have a, you know, a company like Google or, you know, a company like Microsoft or a company.
- ▶ 2:04:15 Jason Calacanis Thousands of customers, tens of thousands eventually, and that's where you're going up against Azure, AWS, and Google Cloud, yeah?
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 54:39 Andrew Feldman Now, what I just saw is that Microsoft just put out. 4 times in the scene
- ▶ 1:14:53 Jason Calacanis Microsoft, Uber, Coinbase, Meta, Google.
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 8:46 David Sacks You saw just last week Microsoft stepped up and made a pledge that it will, that its data centers will not cause 2 times in the scene
- ▶ 13:46 David Sacks So whether it's like Excel models, PowerPoints, websites, you name it, knowledge workers are now able to generate
- ▶ 13:46 David Sacks So whether it's like Excel models, PowerPoints, websites, you name it, knowledge workers are now able to generate
- ▶ 20:03 David Sacks Like I mentioned, you can do, uh, spreadsheets or PowerPoints, things like that, and you can have it, you can point it to your file drive and it can look at the work you've already done. 2 times in the scene
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 0:01 Jason Calacanis We're thrilled to have the one, the only, Satya Nadella here, the third CEO of Microsoft for a, uh, impromptu fireside chat with David Sachs, our czar of AI and crypto. 2 times in the scene
- ▶ 1:34 Jason Calacanis Launch a co-pilot first with GitHub, then having a co-pilot on the desktop. 3 times in the scene
- ▶ 1:39 Jason Calacanis You made a very bold move from Microsoft to put that in the Windows product, which I use every day, on the desktop, but you did that before it really could recognize the file system and interact with applications. 2 times in the scene
- ▶ 1:39 Jason Calacanis You made a very bold move from Microsoft to put that in the Windows product, which I use every day, on the desktop, but you did that before it really could recognize the file system and interact with applications.
- ▶ 5:34 Satya Nadella So that's sort of the state even today of co-pilot or what have you. 2 times in the scene
- ▶ 6:49 Satya Nadella So in fact, we introduced something called Agent three six five as a way to give identities.
- ▶ 7:09 Jason Calacanis Inside of office.
- ▶ 8:13 Jason Calacanis You had the same number of employees you have at Microsoft now, but you put a ninety billion dollars onto the top line of the revenue in that time, and you doubled your income during that time. 3 times in the scene
- ▶ 9:04 Satya Nadella You put an Excel spreadsheet, put some numbers, sent it in email, everybody entered numbers, and you had a forecast.
- ▶ 10:37 Satya Nadella I have to make sure we're doing a fantastic job of doing hot patching on Windows is done with quality, uh, while at the same time building the evals that are improving co-pilot quality, right?
- ▶ 10:37 Satya Nadella I have to make sure we're doing a fantastic job of doing hot patching on Windows is done with quality, uh, while at the same time building the evals that are improving co-pilot quality, right?
- ▶ 10:50 Jason Calacanis I assume this is the most challenging moment of your career because Microsoft was so dominant, duopoly in some spaces, um, but you really weren't up against the competition level you're up against now. 3 times in the scene
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