Microsoft, every mention
124 scenes (2023), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2023 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
E159: The Bestie Awards! Recapping the best and worst of 2023
- ▶ 24:33 David Friedberg Yeah, I'm going to pick one of the seven, which is Microsoft, just a shot down the middle of the fairway here. 8 times in the scene
- ▶ 43:07 Chamath Palihapitiya Satya Nadella, CEO of Microsoft.
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 46:11 Jason Calacanis As you alluded to Chamath, where Microsoft, Apple, a lot of these companies back in the PC era, they used to go public in under a decade, and now it's always over a decade.
- ▶ 1:06:35 Chamath Palihapitiya And then as a result, it's only a matter of time until they can put two and two together in an Excel spreadsheet to figure out that owning 50% of a hundred million dollar company is greater than owning 18%
E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
- ▶ 12:03 David Friedberg There was Nokia, there was Microsoft.
- ▶ 57:21 Jason Calacanis We have an example that Microsoft got so distracted by their court cases that the company went sideways for a decade. 2 times in the scene
- ▶ 1:36:12 Chamath Palihapitiya And I think now it happened in Microsoft.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 59:58 Jason Calacanis Counter prevailing forces here is what we saw with Spotify just laying off 1700 people, Google laying off 20,000, Facebook laying off, I think, 25 or 30,000, Microsoft, Uber.
- ▶ 1:11:04 Chamath Palihapitiya So the folks that are the AWS is the azures and the GCPs of the world, or the
- ▶ 1:15:05 David Sacks If you had told me at the time that that would subject our acquisition by Microsoft to the CMA over there, and that they would take some novel interpretation and go, hold up my deal, there's no way I would have wanted to open an office in… 4 times in the scene
- ▶ 1:26:47 Chamath Palihapitiya And this is the brilliance of, of him at Microsoft is when you look at the track record of his ability post this consent decree to get deals done inside of Microsoft, it's truly incredible. 3 times in the scene
Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
- ▶ 1:42:31 Jason Calacanis Microsoft's an observer on the board.
- ▶ 1:50:08 David Sacks They were going with Sam and Sam went to Microsoft and set up shop. 2 times in the scene
- ▶ 2:00:16 David Sacks We can set up shop at Microsoft.
- ▶ 2:00:17 Chamath Palihapitiya It's also the formula in, in an Excel spreadsheet that says they are nothing without the team.
Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
- ▶ 1:37:10 David Friedberg He was at Microsoft.
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 54:27 David Sacks Who was a key executive of Microsoft in the, I think going back to the eighties, wrote a really interesting blog post about this, where he, he was there at the beginning of the PC revolution with the dawn of the microprocessor in the… 2 times in the scene
- ▶ 55:53 Chamath Palihapitiya When a foreign person transacts with an infrastructure as a service provider, so Azure, Google Cloud, Amazon, to train a large AI model with potential capabilities that could be used in malicious cyber-enabled activity, they propose…
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 47:04 Jason Calacanis The rest are done on other pieces of software or even in Google sheets or literally in an Excel sheet by an attorney who is working with the company.
- ▶ 1:05:11 David Sacks So we're seeing, and then, you know, Microsoft had a great quarter, but it's now down.
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:05:50 Jason Calacanis Uh, this would be a massive gain on paper for Microsoft. 2 times in the scene
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 36:19 David Friedberg We've talked at length about how much value has accrued as a public company for Apple, for Microsoft, for Google, 99.9% of their total market value.
All-In Summit: Nuclear fusion and the potential for energy abundance
- ▶ 21:11 David Kirtley Um, and so, uh, we have our first customers, Microsoft.
All-In Summit: In conversation with Brian Armstrong
- ▶ 19:58 Brian Armstrong Yeah, well, it's, you know, it's just like, um, people used to only write desktop software, like Microsoft Office, and then Google came along, and they're like, hey, what if we could do everything in a browser?
All-In Summit: MrBeast on his journey, business model, and the future
- ▶ 23:45 Jason Calacanis I mean, but there was a moment in time where Microsoft started stealing away some YouTubers and folks for their Twitch competitor.
All-In Summit: Bill Gurley presents 2,851 Miles
- ▶ 20:18 Bill Gurley Four of the top 10 contributors to Elizabeth Warren are Alphabet, Apple, Microsoft, Amazon.
- ▶ 28:57 Bill Gurley Well, that's similar to what happened with that, that there was a, there was an Excel spreadsheet in that EHR example of the features you had to have in your product.
All-In Summit: Tobi Lutke on consumer spending, teams, Amazon, AI, and more
- ▶ 17:43 Tobi Lütke I, when I implemented them in 2004, um, here's what you had to do, is you had to take the credit card, put it into an Excel spreadsheet, and upload it to an FTP site.
Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 12:59 Chamath Palihapitiya Microsoft has invested a lot of money in FPGA technology.
- ▶ 48:15 Chamath Palihapitiya It looks like Microsoft will have to give a 15 year license to video game streaming to Ubisoft in order to get the UK folks to agree to Activision, to their Activision acquisition. 2 times in the scene
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:19:55 Jason Calacanis And if people had gone public in year seven, eight, nine, like Microsoft, Google, not Google, but Microsoft. 2 times in the scene
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
- ▶ 43:51 David Sacks So to not be able to use the latest features of whatever, Word or Google Docs or whatever screenwriting software.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 9:16 Jason Calacanis Yeah, and it was when the the moment I saw Zuckerberg and Airbnb, Uber, other places just start and obviously Google and Microsoft start making cuts, you're like, okay, people are going to lower their costs.
- ▶ 14:23 Jason Calacanis Because that would make them look more like Microsoft or.
- ▶ 36:37 Jason Calacanis On Tuesday morning, a federal judge denied the FTC's attempt to delay Microsoft's seventy billion dollar acquisition of Activision Blizzard. 7 times in the scene
- ▶ 43:08 Jason Calacanis They should be looking at the bundling of Microsoft of teams and say, you know what, because you have a monopoly position, you can't add things to the bundle without charging for them. 3 times in the scene
- ▶ 43:46 David Friedberg Like, why wouldn't it be okay for Microsoft to put a cheap product out? 3 times in the scene
- ▶ 43:50 David Friedberg If someone makes an alternative to teams that is a better product with more features and they charge for it and people are willing to pay for it, they'll win in the market. 2 times in the scene
E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- ▶ 25:50 David Friedberg And then there was Windows.
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 1:01:14 David Friedberg And the business just announced today that they've just closed a 1.3 billion dollar funding round led by Microsoft, Reid Hoffman, Bill Gates, Eric Schmidt, Nvidia, uh, with an intention of building the largest AI cluster in the world.
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 8:36 Jason Calacanis Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 17:55 Brad Gerstner Facebook, Apple, Microsoft?
- ▶ 22:07 Jason Calacanis Some of them super valid like Microsoft and Google.
- ▶ 41:48 Jason Calacanis I mean, there's an open source lawsuit against, ah, Microsoft's GitHub Copilot, and you have the Getty lawsuit, and, you know, it, it, there's also a corollary for this.
- ▶ 1:28:06 Brad Gerstner They sold 51 per, or 50% of the company to Microsoft for a reason.
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:20:37 Chamath Palihapitiya So if you're the hyperscalers like Amazon and Google and Microsoft, what is your reaction to this? 2 times in the scene
- ▶ 1:26:08 David Friedberg And, um, then you can move it from Azure reduction and fine tuning seems to like, get to the point that we can run these things on small machines, cheaply, quickly.
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 58:19 Jason Calacanis There's a line out the door to buy these when you see Twitter going into AI, Facebook, Google, and obviously Microsoft.
- ▶ 1:02:19 Chamath Palihapitiya Because it turned out that most of the things that we use it for Excel, Microsoft word, a browser.
- ▶ 1:02:19 Chamath Palihapitiya Because it turned out that most of the things that we use it for Excel, Microsoft word, a browser.
- ▶ 1:03:33 Chamath Palihapitiya That was Microsoft's first attempt at all of this.
- ▶ 1:07:15 Jason Calacanis Like Microsoft is currently being sued and Microsoft actually, in addition to the GitHub lawsuit, 3 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 13:10 Jason Calacanis I got the ten billion from Microsoft.
- ▶ 30:05 Chamath Palihapitiya It's like, I think that Jcal, that's probably the simplest thing for AWS GCP and Azure to do.
- ▶ 59:05 Jason Calacanis Cause it does seem Microsoft has with the operating system. 2 times in the scene
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
- ▶ 3:55 Jason Calacanis Kind of like a copy of Microsoft's co-pilot tools that Saks has talked about a whole bunch, the guide on the side, if you will.
- ▶ 3:55 Jason Calacanis Kind of like a copy of Microsoft's co-pilot tools that Saks has talked about a whole bunch, the guide on the side, if you will.
- ▶ 18:40 Jason Calacanis Vice President Harris met with CEOs of Alphabet, Microsoft, OpenAI, so that's Sundar, Satya, and Sam. 2 times in the scene
- ▶ 27:32 Jason Calacanis He's also disclosed he's short the dollar along gold, euro, oil, and AUD, which I guess is the Australian dollar, and he's also along Nvidia and Microsoft believes Nvidia's got a monopoly on the chip market.
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- ▶ 5:09 David Friedberg Microsoft and Apple and meta, which is really where those big capital allocators end up picking stuff to go. 4 times in the scene
- ▶ 8:22 Chamath Palihapitiya If you look at Google, Facebook, Microsoft, and Apple, and ask yourself, when was the last hugely disruptive thing that they've created, you're hard pressed to find something that was even done in the 2010th. 5 times in the scene
- ▶ 28:11 Jason Calacanis It would be like trying to compete without knowing how to use Microsoft Office, 20 years ago, right? 2 times in the scene
- ▶ 28:28 Jason Calacanis If you didn't know how to use a computer and type and use an Excel spreadsheet or do a PowerPoint, you were done.
- ▶ 28:28 Jason Calacanis If you didn't know how to use a computer and type and use an Excel spreadsheet or do a PowerPoint, you were done.
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- ▶ 57:10 Jason Calacanis There's no Google or Microsoft offer coming in to be the backstop against starting a company.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 21:38 Chamath Palihapitiya And we're going to run this on AWS, but that on Azure.
- ▶ 44:56 Chamath Palihapitiya And so, 2 times in the scene
- ▶ 45:19 Chamath Palihapitiya So for example, if you worked with Amazon and Google and Microsoft and said, you're gonna have to run these things in a sandbox, and we're gonna have to observe the output before we allow it to run on actual bare metal in the wild.
- ▶ 51:17 Jason Calacanis Google Bard, and of course, ChatGPT, OpenAI, and Bing.
- ▶ 1:04:35 David Friedberg Just like you could use Microsoft Word to forge letters, just like you could use Microsoft Excel to create fraudulent financial statements.
- ▶ 1:04:35 David Friedberg Just like you could use Microsoft Word to forge letters, just like you could use Microsoft Excel to create fraudulent financial statements.
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 32:59 Jason Calacanis It's going to be on the right hand side, and it's going to be playing just like it is in Bing.
- ▶ 33:45 Chamath Palihapitiya Oddly, even though Microsoft is such a deep partner, I think certain assets of Microsoft have that incentive. 2 times in the scene
- ▶ 34:03 Chamath Palihapitiya And I think if you look at the Slack, Microsoft Teams example of even a better engineer product, who's excellent and widely deployed, even at hundreds of millions of users, doesn't much matter when it's
- ▶ 37:43 Jason Calacanis And the top four players Freeburg are obviously going to be Microsoft OpenAI, we'll call that like, whatever that little, uh, you know, pairing, and then Google, Facebook, and then we haven't talked about Apple, but obviously Apple is not…
- ▶ 46:34 David Sacks The same thing happened to Microsoft remember in the late nineties. 3 times in the scene
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 7:14 Jason Calacanis From Microsoft investment, donation, rev share, round trip, whatever that is.
- ▶ 13:21 Brad Gerstner It may all end up with Microsoft and Google. 3 times in the scene
- ▶ 21:54 Jason Calacanis It sends a signal to the chat GPT API, which will be on Azure Microsoft's platform.
- ▶ 21:54 Jason Calacanis It sends a signal to the chat GPT API, which will be on Azure Microsoft's platform.
- ▶ 1:00:40 Chamath Palihapitiya So even if you try to go in and cut 50% of a company like Facebook or Google or Microsoft or Apple or Amazon,
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 27:03 Jason Calacanis Cloud growth is slowing it as Azure across the board.
- ▶ 46:23 Jason Calacanis I think that this is going to provide so much value that the incremental 10 bucks a month, five bucks a month per employee is going to pay off so much that this could be, if Slack or like some presentation software, there are a lot of…
E116: Toxic out-of-control trains, regulators, and AI
- ▶ 1:04:08 David Sacks And some hackers figured out how to make Tay say racist things. 4 times in the scene
- ▶ 1:05:06 David Sacks When, if, if you're just asking Google or beings AI for an answer, it looks like the corporation is telling you those things. 3 times in the scene
- ▶ 1:17:03 David Friedberg And I, you know, as LLMs aren't right now, they feel like they're this monopoly held by Google and held by Microsoft and open AI.
- ▶ 1:28:08 David Friedberg The whole goal was to keep Apple and Microsoft from having a search monopoly by having a default search engine that wasn't a blocker bet on it was a blocker bet.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 33:14 Jason Calacanis Microsoft versus Google. 3 times in the scene
- ▶ 40:28 David Friedberg And so for chat GPT type solutions on Bing or elsewhere to scale and to use that as the modality, you're talking about something that today would cost eighty billion dollars a quarter 3 times in the scene
- ▶ 41:04 Jason Calacanis Azure, which now has the infrastructure and will be providing the chat GPT infrastructure to startups or corporations, big companies, and small alike.
- ▶ 42:32 Chamath Palihapitiya And so I think what Microsoft is doing is the natural thing for somebody on the outside looking in at an entity that has 93% share of a very valuable category, which is how can I scorch the earth? 3 times in the scene
- ▶ 46:51 Chamath Palihapitiya And I think that that'll put Microsoft and all these other folks on their heels.
- ▶ 47:39 Jason Calacanis But if I ask the new Bing, what are the 10 best gaming TVs?
- ▶ 54:13 Chamath Palihapitiya And there is no way, just like, again, if you say, do not crawl, you're not allowed to crawl if you're Google or Microsoft or searches.
- ▶ 1:05:15 David Sacks The, the use case I saw this past week in a, in a product demo was they were showing me like an Excel spreadsheet, like a very complicated Excel spreadsheet modeling and financial asset. 3 times in the scene
- ▶ 1:12:00 Jason Calacanis GitHub is bought by Microsoft.
- ▶ 1:29:09 Chamath Palihapitiya The last thing I'll say on this, from my perspective, maybe we can jump on after this is, this is the best thing that could happen for all of the monopolists in technology because Microsoft taking five or 600 basis points of share is the… 3 times in the scene
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 20:44 Chamath Palihapitiya So in the 19 seventies, companies like Microsoft and Apple from the get-go had to be profitable.
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