Microsoft, every mention
39 scenes (2021), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2021 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
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 47:21 Chamath Palihapitiya And, uh, the reason I say that is that, you know, he, if you look at this track record, and I thought this business could not get any bigger, but it just is a compounding, absolute juggernaut and a machine. 4 times in the scene
- ▶ 47:46 Chamath Palihapitiya The product portfolio, he, you know, we had to compete with him at Slack when he was, you know, he decided to turn the the sites on on with teams onto us, we had no choice but to basically sell to Salesforce.
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
- ▶ 15:31 Chamath Palihapitiya Just so you know, this is exactly the, the, the rough version of what happened to Microsoft in their DOJ settlement, their antitrust settlement was effectively an oversight where lawyers at the DOJ were the product managers and had not…
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 1:03:17 Chamath Palihapitiya We just like, we just want to raise some money at seven and seven was a down round because we had already taken money from Microsoft at ten billion. 2 times in the scene
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- ▶ 1:00:21 David Sacks So you now have, you know, Indian immigrants, I guess, first or second generation running Google with Sundar, Sasha Nadella and Microsoft.
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 1:22:33 Chamath Palihapitiya I'd say Microsoft is up there. 2 times in the scene
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 3:11 Jason Calacanis Okay, yesterday on the internet emerged a series of videos that were clipped of Microsoft presenting their new suite of developer tools, yada, yada, and corporate people got up 3 times in the scene
- ▶ 7:48 Chamath Palihapitiya I'm still long Microsoft and Google and short the rest of big tech, so I'm fine with it. 9 times in the scene
- ▶ 14:04 Chamath Palihapitiya Of teams with all this other software that they were selling and all the discounting that they could do made it very difficult for us to compete because we had a single product.
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 54:26 David Sacks So you're taking Microsoft, but, but, but I'm just saying that it's entirely possible.
- ▶ 55:05 Chamath Palihapitiya I would say interesting products that are growing well, but they may not actually be very important companies, yet they trade at enormous valuations, and then you have these companies that are just so superb, and I'm talking about…
- ▶ 58:57 Chamath Palihapitiya Single-handedly par excellence, the most incredible money-making machine that's ever been created, and a close second, as it turns out, is Microsoft. 4 times in the scene
- ▶ 1:15:25 Jason Calacanis And then Microsoft already has HoloLens that they've been investing in heavily. 2 times in the scene
- ▶ 1:15:25 Jason Calacanis And then Microsoft already has HoloLens that they've been investing in heavily.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- ▶ 22:29 David Friedberg Like Amazon, sorry, like Microsoft, Oracle, Google, where you are actually seeing an Apple, you're getting dividends, and you're getting share buybacks, where the cash is coming out of the business.
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- ▶ 43:09 Chamath Palihapitiya The, the thing that she asked for in substance is a little different than what the DOJ did with Microsoft in 2000, but in form is actually quite similar, which basically is like gumming up how the internal product development would work…
- ▶ 57:18 Chamath Palihapitiya And what I'm saying is that's not dissimilar to what Microsoft had to do, which was, there was this 10 year period at Microsoft where they really couldn't innovate. 5 times in the scene
- ▶ 1:01:08 Chamath Palihapitiya Cause I, I, again, I go back to like, if you look at what happened in 2000 in Microsoft, the substance of what Microsoft had to agree to was, was ultimately not as bad as the way in which it was implemented, which is that, you know, my… 4 times in the scene
- ▶ 1:01:27 Chamath Palihapitiya Who would then approve, you know, updates and upgrades to their code base for things like windows.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 56:30 Chamath Palihapitiya But look at the good that Bill Gates has done by selling down Microsoft.
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- ▶ 1:28:05 David Sacks And there's all those great stories about the chef at Google who got rich and the secretaries at Microsoft who got rich.
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- ▶ 1:02:26 David Sacks So I, I just think that, you know, this is Microsoft and windows all over again, except there's two of them, right? 3 times in the scene
- ▶ 1:02:26 David Sacks So I, I just think that, you know, this is Microsoft and windows all over again, except there's two of them, right?
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 55:44 David Sacks Our motto is, show me the product, not a PowerPoint, because the same PowerPoint can describe 10 or a hundred different products. 2 times in the scene
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 43:24 Chamath Palihapitiya All of that allowed us to create windows windows allowed us to actually access the internet.
- ▶ 47:33 David Sacks Uh, who actually was a developer at Microsoft and, you know, then became a writer and he writes with, I'd say, a high degree of sort of accuracy, accuracy and specificity about these technologies and how they might evolve.
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 56:14 David Sacks Power greater than Microsoft did in its heyday with the Windows monopoly. 2 times in the scene
- ▶ 56:14 David Sacks Power greater than Microsoft did in its heyday with the Windows monopoly. 4 times in the scene
- ▶ 1:14:14 Chamath Palihapitiya You have to remember at some point there were probably more DOJ lawyers inside of Microsoft than product managers and everything.
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 44:11 David Sacks And actually Brad Smith, the president of Microsoft had a great op-ed in the Washington Post that we should post that we should put in the show notes where he said these secret gag orders must stop.
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
- ▶ 1:13:07 Chamath Palihapitiya Yeah, that gets structured deals that get structured APIs, they get structured access, and Facebook is and Google is setting price, and Microsoft is setting price.
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 13:31 David Sacks I created a PowerPoint, so. 3 times in the scene
- ▶ 1:00:12 Chamath Palihapitiya Yeah, I mean, reminds me of the nuclear discussion we had earlier in this podcast of like, we can't even put a new nuclear power plant in this country without a taking decades and any, any, any interesting updates on the business side I…
- ▶ 1:01:25 David Sacks And so the cloud has just been so, I mean, and you see this now with, you know, the numbers that Azure and, uh, Google cloud and AWS keep reporting where they're at like tens of billions of revenue and they're still growing like 40, 50% a…
- ▶ 1:02:25 David Sacks I mean, the crown jewel at Microsoft is the Office Suite. 3 times in the scene
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 27:11 David Friedberg Google, Microsoft, a bunch of research labs, a bunch of startups are all kind of basically doing the same thing with different types of qubit technology, but they all have very high errors.
- ▶ 56:44 David Sacks That's why when Microsoft offered us 1.2 billion in 2012, we took it, right?
E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- ▶ 52:05 Chamath Palihapitiya This is an Excel problem.
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- ▶ 26:34 David Friedberg And then Google's iteration of that open source platform and Google's contributions, which they were making, uh, regularly, um, allowed them to kind of have a great commercial outcome without being the owner of the operating system, having…