Microsoft, every mention
10 scenes (said by Gavin Baker), the whole family · ← back to Microsoft
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
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.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 20:37 Gavin Baker And it is, you know, even Microsoft, I mean, for me, Copilot is not the best product, but even Microsoft on their call talked, you know, they shared some pretty astonishing stats about Copilot uptake. 2 times in the scene
- ▶ 20:37 Gavin Baker And it is, you know, even Microsoft, I mean, for me, Copilot is not the best product, but even Microsoft on their call talked, you know, they shared some pretty astonishing stats about Copilot uptake. 2 times in the scene
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 35:06 Gavin Baker Microsoft.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 3:15 Gavin Baker So the reason they did it is even three years ago, it was a very stable three-player oligopoly from the cloud computing players in Amazon, Google, and Microsoft.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 51:56 Gavin Baker If you're buying your compute from Azure or AWS or Google, you are at a disadvantage relative to their internal services over time.
- ▶ 58:19 Gavin Baker Apple intelligence is even worse than Copilot, which is saying something.
- ▶ 1:45:12 Gavin Baker Azure versus AWS will be interesting.
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 5:08 Gavin Baker And the analogy I keep coming back to is Satya Nadella taking over as CEO of Microsoft. 2 times in the scene
- ▶ 1:00:48 Gavin Baker The best information I have is the largest cluster Microsoft has after panicking. 2 times in the scene