Microsoft, every mention
50 scenes (2022), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2022 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
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 28:30 Jason Calacanis Okay, and for my biggest winner, I went with chat GPT slash open AI and their partner Microsoft. 3 times in the scene
- ▶ 1:36:33 Chamath Palihapitiya I don't know Microsoft teams. 2 times in the scene
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 1:34:32 Jason Calacanis Chamath, you talked about data sets and Microsoft is being sued right now and GitHub because they used open source to create tools in AI to help augment programmers.
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 1:00:07 Jason Calacanis Microsoft quote, we acknowledge that Alphabet employs some of the most talented and brightest computer scientists and engineers, but these represent only a fraction of the employee base.
- ▶ 1:09:43 Chamath Palihapitiya It's better to pay them 300,000 or 200,000 or whatever and stay at Microsoft and Meta
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 1:03:14 Chamath Palihapitiya I mean, what's incredible on this chart is that, you know, when, when everybody talks about being long the S and P 500, it was always really a proxy for being long Amazon, Facebook, Google, Microsoft, and Apple.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 23:20 Chamath Palihapitiya Microsoft is in that plan.
- ▶ 31:17 Chamath Palihapitiya I think meta will be fine eventually because I think that they will revert to the mean and the mean is Microsoft, Google, and Apple, and we already know what that playbook looks like.
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 37:47 Chamath Palihapitiya The alternative would be to go work at, you know, Google, Facebook, Apple, Amazon, Microsoft, where the terms are just completely different to what the experience was, you know, at a startup.
- ▶ 1:16:53 Chamath Palihapitiya That's it. 4 times in the scene
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 23:40 Chamath Palihapitiya Now, I don't know if that happened, but I'm sure that if it hasn't just bidding that out to Azure GCP and AWS can raise, you know, three or four billion dollars, because I'm sure those companies would want this kind of an app on their…
- ▶ 1:10:46 David Friedberg We saw it happen with YouTube, uh, competing against Google video and Microsoft video.
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 3:59 Chamath Palihapitiya I actually think it's the beginning because these companies, Apple, Facebook, Google, maybe a little bit Microsoft.
- ▶ 19:36 Jason Calacanis We talked about anti-competitive stuff, Lena Khan, the bundling in the suite of products at Microsoft, other firms.
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- ▶ 18:16 Chamath Palihapitiya Think Microsoft in the totality of those products. 11 times in the scene
- ▶ 18:26 Chamath Palihapitiya And Slack, I think is the best example where, you know, Microsoft teams was fundamentally cannibalizing this business, which is what drove Slack into the arms of Salesforce. 3 times in the scene
- ▶ 19:49 David Sacks They have all these products that virtually all enterprises use from office to, you know, active directory to, you know, there's like a whole long list of them.
- ▶ 31:11 Jason Calacanis Downstream political issues Facebook causes, and they're ignoring the Microsoft issue, and they're ignoring issues like this. 4 times in the scene
- ▶ 34:11 David Sacks But I can tell you what happened is that once Yammer was folded in to the office suite and didn't have its own independent pricing and didn't have its own independent sales team, it just disappeared.
- ▶ 43:05 David Friedberg This just speaks to how singularly, how singular and unique that deal was, because I don't think any other company at that time, maybe Microsoft would have been able to develop technology to do this and do it at the scale and do it with…
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- ▶ 30:51 Chamath Palihapitiya They understand how to use Excel.
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
- ▶ 26:02 David Sacks So there was, um, op-ed by a Microsoft executive talking about this a number of months back where the argument was, well, the government has to go get a search warrant to get your data from these companies, but these companies don't put up…
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
- ▶ 47:32 David Friedberg That is more profit than Microsoft, Apple, Facebook, and Tesla combined in a single quarter. 2 times in the scene
- ▶ 1:08:35 Jason Calacanis This is what I got from this Excel spreadsheet. 2 times in the scene
- ▶ 1:08:38 Jason Calacanis The greatest tool for writing fiction is not Microsoft Word.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 16:21 David Friedberg He's also bought Apple in the last month, Microsoft, sorry, he sold Apple, he bought Microsoft, um, he bought Alliance Bernstein earlier in the year.
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- ▶ 50:14 Jason Calacanis So that's why we see so many companies doing layoffs, cutting people, Microsoft, Google, everybody is now putting people on notice that they have to perform.
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 37:06 Chamath Palihapitiya That's why it's so rare to have an Apple or a Google or a Microsoft or a Facebook or a Netflix where you can grow for 20 years at 25 plus percent because at some point, 3 times in the scene
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 25:08 Chamath Palihapitiya Nine months later, he sells to Microsoft,
#AIS: Pear VC’s Mar Hershenson on making successful founders
- ▶ 24:18 Chamath Palihapitiya It's like the folks that, like, spun out of Microsoft, you know, couldn't succeed, and all of a sudden, we were like, oh, or like, Boz used to teach Zuck CS, and it's like, 2 times in the scene
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 1:23:28 Chamath Palihapitiya I remember we raised money from Microsoft at a 15.3 billion dollar valuation.
- ▶ 1:29:32 David Friedberg You looked at companies like Microsoft, JP Morgan.
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 40:42 Chamath Palihapitiya So, you know, the Googles, the Microsofts, the Apples, and the Teslas.
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 6:07 Brian Armstrong We saw that, that video from Microsoft, I think last year with, with Satya and kind of was with people talking about their hair color and stuff.
- ▶ 16:23 David Sacks I remember 2012 was the year I sold my company to Microsoft.
E76: Elon vs. Twitter
- ▶ 53:14 Chamath Palihapitiya Like look at Microsoft and Activision. 3 times in the scene
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 13:05 Chamath Palihapitiya And mostly it's because, you know, if you look inside the S and P 540% of every dollar is, you know, Apple, Amazon, you know, Microsoft, et cetera, Tesla.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 1:07:20 Chamath Palihapitiya They hire a consulting firm who uses an Excel spreadsheet to guesstimate how badly they have polluted the environment. 2 times in the scene
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
- ▶ 1:29:09 David Friedberg In computer software, where, you know, Microsoft or whomever was trying to, you know, make everyone pay a licensing fee to use their operating system.
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- ▶ 59:19 Chamath Palihapitiya And one of them is a segue, because I think we should talk about Microsoft, which is another brilliant move in the lexicon of business. 9 times in the scene
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 47:50 Chamath Palihapitiya And that's Microsoft. 4 times in the scene
- ▶ 56:14 Jason Calacanis And of course, Microsoft, we all know, has their HoloLens. 4 times in the scene
- ▶ 56:14 Jason Calacanis And of course, Microsoft, we all know, has their HoloLens. 2 times in the scene
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 39:57 Jason Calacanis Microsoft had an absurd quarter. 2 times in the scene
- ▶ 1:06:58 Jason Calacanis He said IBM, and then Microsoft, our big brother, we're going to attack them, join the Rebel Alliance, be part of Apple.
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 21:56 Jason Calacanis Microsoft announced it's buying Activision Blizzard for sixty eight billion dollars of cash. 3 times in the scene
- ▶ 24:10 Jason Calacanis Not consumer harm, because obviously if Microsoft buys Activision and makes those part of Game Pass and you get Call of Duty for free with your Game Pass and the Candy Crush games and Blizzard games, that's good for consumers. 4 times in the scene
- ▶ 40:31 Chamath Palihapitiya You gotta think that, for example, going back to Microsoft Activision, obviously the bankers would have called Apple and Facebook and Google as well. 5 times in the scene
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 36:20 Chamath Palihapitiya And so once you get to look, it's one thing to be a two hundred million dollar company and sell to Microsoft or whatever.
- ▶ 46:58 Chamath Palihapitiya I don't know if you guys saw, but you know, if you look inside a big tech, I was shocked to find out that, you know, for example, you know, companies like Microsoft specifically and Apple, you know, these guys traded huge forward… 2 times in the scene