Microsoft, every mention
112 scenes (2024), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2024 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
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- ▶ 1:01:34 Chamath Palihapitiya In a capital war, I think the big companies like Google, Amazon, Microsoft, Meta,
- ▶ 1:10:29 Chamath Palihapitiya Actually, let's pick, let's pick on Excel because maybe that's like. 4 times in the scene
- ▶ 1:18:18 Aaron Levie Uh, you do that in Microsoft access.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 38:48 Keith Rabois Who's going to write like the Microsoft basic?
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
- ▶ 1:05:34 Jason Calacanis I'm not saying that's my position, but that's the criticism I hear is like, are people actually getting money from the co-pilot? 3 times in the scene
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 11:17 Jason Calacanis I think it'll be more like Salesforce or Microsoft or Google or Amazon getting off the sidelines because they've looked at and said, you know what, the juice ain't worth the squeeze. 2 times in the scene
2024 Election Night Livestream with the Besties!
- ▶ 1:48:54 David Friedberg Cause suddenly Google's revenue growth took off in cloud this quarter and Microsoft was lagging.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 46:02 Jason Calacanis Microsoft, as you heard, is reviving one of the Three Mile Island nuclear power plants.
- ▶ 1:04:48 Chamath Palihapitiya Is the reason why Microsoft or Google or Meta not responded with their own version an energy problem?
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 44:57 David Sacks The same thing happened with Microsoft in a way, but it was still a good thing that the government acted when it did because there was a risk of Microsoft porting over its desktop monopoly into this new era of the internet. 2 times in the scene
Ingo Uytdehaage, Adyen | All-In Summit 2024
- ▶ 8:44 Ingo Uytdehaage In the end, we're a business-to-business brand, so that requires additional, um, push to show what we do, but we work for the largest companies globally, whether that's online, we work for Google, Meta, Microsoft, for retail, H&M, Nike,…
- ▶ 18:43 Ingo Uytdehaage And yeah, we work with, uh, eBay, Microsoft, et cetera, to, uh, to launch this, um, and very good results.
Dave Ricks, CEO of Eli Lilly | The All-In Interview
- ▶ 1:28 David Friedberg Maybe Satya running Microsoft, but it took him a little bit longer, and so today I'm really excited to talk to you about
- ▶ 1:00:59 Dave Ricks And we, you know, of course we have our own efforts, um, pretty significant AI efforts internally, and a lot of partnerships, including with, you know, open AI and Microsoft, uh, Amazon, et cetera.
Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
- ▶ 1:47:18 Mark Cuban but this time expected, um, all the foundational models to have all this healthcare information, but if I'm Mayo Clinic, I'm not giving Microsoft or Google or OpenAI my IP because that's what brands me, and so there's going to be a lot of…
- ▶ 2:02:37 Chamath Palihapitiya Here's the one thing that I'll say, and I think Mark said this in a different way, but I'll just, I don't think you can underestimate how companies like Google, Microsoft, Facebook, Apple, Amazon will react when they feel cornered. 3 times in the scene
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 10:01 David Friedberg And if they can deploy infrastructure to maintain that lead and not let Google, Microsoft, Amazon, and others catch up, then their ability to use that capital wisely keeps them ahead. 3 times in the scene
- ▶ 51:20 Jason Calacanis So when I was talking to it with music and, you know, you, you can have a conversation with it and do math like you can do with the chat GPT version and you have Microsoft. 2 times in the scene
- ▶ 51:30 Jason Calacanis Doing that with their co-pilot, and now Meta is doing it at the top of each one.
- ▶ 1:08:21 Jason Calacanis Microsoft had the first tablets. 2 times in the scene
Thomas Laffont | All-In Summit 2024
- ▶ 30:06 Jason Calacanis Um, but we also have to create jobs, and we have to create the next companies, and I, I encourage people who may be, who are anti-tech, who are anti-capitalism, to imagine a world in which we didn't have Google, Apple, Tesla, Facebook,…
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
- ▶ 32:34 David Sacks I mean, honestly, this looks like a, a, it could have been done with a SharePoint site and you pay some consultants to stand it up and for one percent of the cost.
Michael Ovitz | All-In Summit 2024
- ▶ 7:21 Michael Ovitz And then in the middle of 92, I called cold Bill Gates, and it wasn't the Microsoft of today. 4 times in the scene
Marc Benioff | All-In Summit 2024
- ▶ 30:10 Marc Benioff I, I think in the last few years, what we've kind of heard, and you know, some of it has come from OpenAI, but especially from Microsoft, that we're in this co-pilot world, and these co-pilots have universally failed.
- ▶ 30:10 Marc Benioff I, I think in the last few years, what we've kind of heard, and you know, some of it has come from OpenAI, but especially from Microsoft, that we're in this co-pilot world, and these co-pilots have universally failed. 2 times in the scene
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 12:16 Chamath Palihapitiya Satya Nadella, how did he build Microsoft? 2 times in the scene
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
- ▶ 1:43 Jason Calacanis Okay, and with us, of course, the Dark Knight himself, yeah, the Rain Man, David Sachs, and we have a bestie guestie for you folks, friend of my other pod this week in startups, Reid Hoffman is here, and, uh, you know him as a venture… 2 times in the scene
- ▶ 8:53 Jason Calacanis And do you think this build out, this massive build out we're seeing from startups to sovereigns, you know, to Microsoft, which are on the board of Google, Apple, et cetera, is this sustainable and is this going to keep going? 5 times in the scene
- ▶ 13:09 Reid Hoffman And it's part of the reason why, you know, they're like, like, you know, he's very focused on what are we doing with office?
- ▶ 14:38 Jason Calacanis Meta is obviously far behind OpenAI, far behind Google, Microsoft, so they went open source. 3 times in the scene
- ▶ 22:35 Reid Hoffman And, and, and then, you know, the, the Microsoft OpenAI deal came together with, you know, converting the LP into a subsidiary of the nonprofit. 2 times in the scene
- ▶ 28:48 Reid Hoffman Microsoft certainly agrees with that in terms of, you know, how do we make sure that economics are fairly apportioned and so forth for, you know, what we're doing for, you know, this phase of 2 times in the scene
- ▶ 38:54 Chamath Palihapitiya Or do you think it looks something maybe more similar to what happened to Microsoft?
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 5:47 Jason Calacanis Little O, consent decree, you know, like Microsoft did back in 2000 with the Internet Explorer decision. 5 times in the scene
- ▶ 19:18 Jason Calacanis If they forced them to sell Android, that is going to be massively damaging because an independent Android company could then, you know, give their search default to Bing and Microsoft would happily bid for that.
- ▶ 21:30 Jason Calacanis Does this distract management to a level like it did Microsoft 3 times in the scene
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 58:14 Chamath Palihapitiya I think that this Google thing is the most important thing that's happened in tech since the Microsoft DOJ decision in 2000. 3 times in the scene
- ▶ 1:16:09 Chamath Palihapitiya The initial complaint in the Microsoft Internet Explorer thing that kicked off the whole DOJ thing versus the consent decree were two totally different things. 5 times in the scene
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
- ▶ 41:22 David Friedberg Microsoft had so-so results. 2 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 4:29 Jason Calacanis And just so if you don't know what they do, they help people secure their data in clouds like AWS, Azure, Google cloud, all that good stuff.
- ▶ 5:42 Chamath Palihapitiya I think the reality is that if you're a hyperscaler, so if you're Amazon or Google or Microsoft, 3 times in the scene
- ▶ 13:14 Jason Calacanis And what if Google decides they're going to make this product free and bundle it as we saw Microsoft do in a number of cases, and they just Microsoft teams, this or internet, explore it.
- ▶ 13:35 Jason Calacanis CrowdStrike had a really rough week last week when they knocked out eight and a half million windows machines.
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 54:10 David Friedberg Built an incredible business, sold it to Microsoft.
- ▶ 1:08:20 Chamath Palihapitiya And so whether it's Google or Amazon or Azure, they each have a really big problem on their hands, which is that if all these customers are convinced to move these workloads into the cloud, but then you can't secure it and you get hacked,…
- ▶ 1:10:12 David Sacks The fact of the matter is that the top handful of tech companies, the Microsofts, the Googles, Amazon, these are big tech monopolies.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 6:40 Jason Calacanis 26% since last year, mostly of course, thanks to Nvidia's record breaking performance, but also meta Amazon, Microsoft, a lot of the
- ▶ 24:37 Jason Calacanis And he generously assumes Google, Microsoft, Apple, Meta, Tesla, and others will generate a hundred billion annually combined. 2 times in the scene
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 42:51 Jason Calacanis According to report Sam Altman recently discussed this with major shareholders like maybe Microsoft, and it's possible OpenAI will become a for-profit benefit corporation, similar to Anthropic or XAI.
- ▶ 1:00:21 Chamath Palihapitiya Microsoft will find it.
- ▶ 1:03:20 Jason Calacanis All right, uh, we've talked about Microsoft and the bundling issues a number of times here, Sanx, you had a spicy, uh, take on this. 19 times in the scene
- ▶ 1:03:27 Jason Calacanis Well, the EU just charged Microsoft with antitrust violations over how it bundles teams, their quote unquote slack killer into office. 8 times in the scene
- ▶ 1:03:27 Jason Calacanis Well, the EU just charged Microsoft with antitrust violations over how it bundles teams, their quote unquote slack killer into office. 10 times in the scene
- ▶ 1:04:10 Jason Calacanis Windows plus Explorer. 3 times in the scene
- ▶ 1:04:11 Jason Calacanis Azure plus Visual Studio.
- ▶ 1:04:13 Jason Calacanis Three 65 plus OneDrive and Xbox plus game Xbox plus Game Pass. 2 times in the scene
- ▶ 1:17:36 Chamath Palihapitiya And you cannot expect people going off to all far corners of the world and trying to do all these gymnastics to viably compete against the Microsoft and a Google. 3 times in the scene
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 40:40 Jason Calacanis They were really, I think, playing catch up with Microsoft and it worked. 3 times in the scene
- ▶ 54:57 Jason Calacanis So you would compare this business to Amazon Web Services, Google Cloud, Azure.
- ▶ 1:05:01 David Sacks Yeah, it's kind of like Microsoft Office or Google Docs where consumers use them for, for free or want to use them for free and then companies will pay for it and that's where the real money is.
- ▶ 1:16:29 Jason Calacanis NVIDIA, Microsoft, and Apple.
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 18:35 Jason Calacanis And the FTC takes the lead on looking into OpenAI's conduct and Microsoft's AI deals. 4 times in the scene
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 20:45 Jason Calacanis I think the Microsoft will pay the speeding ticket and we'll just all move on.
- ▶ 26:27 Jason Calacanis And then what you see with this unbelievable six quarter run, uh, and five, six quarter run is companies like Microsoft, Google, Tesla, open AI, et cetera, buying just billions and billions of dollars worth of hardware. 6 times in the scene
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 1:19:07 David Friedberg Microsoft, Amazon, and a few others are building are actually incredible businesses because so many enterprises and so many vertical application builders are going to be able to leverage them to rewrite their entire business functions.
- ▶ 1:34:02 David Sacks One thing I would say about big companies like a Google or Microsoft is that the power of your monopoly determines how many mistakes you get to make. 2 times in the scene
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 1:21 Jason Calacanis In January, twenty-twenty-three, Microsoft invested ten billion. 2 times in the scene
- ▶ 12:01 Chamath Palihapitiya Well capitalized enough, you guys, Meta, Google, Microsoft, whomever, right?
Sheryl Sandberg, plus open-source AI gene editing explained
- ▶ 1:11:21 Jason Calacanis And so in order to show Microsoft to try to be a blocker and own the open source.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 8:40 Chamath Palihapitiya That will cause Microsoft to have to catch up, and that will cause Facebook to have to really look in the mirror and decide whether they're going to cap the betting that they've made 2 times in the scene
- ▶ 12:08 David Friedberg I would say the analogy for Google is Android, where Google open sourced the Android operating system because the handset manufacturers and some of the big software companies, so Nokia and Microsoft in particular, Blackberry had these…
- ▶ 1:00:05 Jason Calacanis He had written plans for his next employer on his computer, and then in his corporate email, emailed the database and his plans for the new employer to his Yahoo or Outlook email.
- ▶ 1:19:41 David Friedberg Oracle, maybe Microsoft.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 15:18 David Friedberg So they're all on like AWS and Azure and GCP, and they use different aspects of each cloud. 3 times in the scene
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 22:43 David Sacks The interesting thing about this story is that it was reporting allegations by Clint Watts, who has apparently been hired by Microsoft to run something called the Threat Analysis Center, and his job basically is to find Russian… 2 times in the scene
- ▶ 35:16 Chamath Palihapitiya You remember, I suspect that's what happened in Microsoft Activision. 2 times in the scene
- ▶ 36:21 Chamath Palihapitiya If you're losing share, you're not going to be losing it to Bing, you're losing it to some form of AI, which is why, again, it's a bit of a head scratcher.
- ▶ 57:57 David Friedberg As opposed to, Hey, I got to go build the Excel spreadsheet and check the formula in every cell and do all the manual.
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
- ▶ 11:51 Chamath Palihapitiya When I had my one and only interaction with SPF, which was over a zoom, I asked for a model and this arrogant ding dong that worked for him sent me like a five line Excel spreadsheet.
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 17:14 Jason Calacanis So Apple Music and iTunes, they allow you to use Windows and Android.
- ▶ 18:24 David Sacks Do you think that the government's just stepped in to prevent Microsoft from taking over the browser, the whole Netscape case? 7 times in the scene
- ▶ 18:37 David Sacks I think there was a substantial chance that if the government didn't step in, then Microsoft would have extended their Windows operating system monopoly. 4 times in the scene
- ▶ 25:04 Chamath Palihapitiya It's akin to IBM in the seventies going to Microsoft and, and basically asking them to build the operating system for them. 3 times in the scene
- ▶ 31:55 Jason Calacanis Alliance against Microsoft and Microsoft has big, you know, AI ambition. 4 times in the scene
- ▶ 44:33 Jason Calacanis Microsoft just did another one of these shadow aqua hires this time of inflection AI bizarre deal. 10 times in the scene
- ▶ 44:55 Jason Calacanis Of a new company called Microsoft AI.
- ▶ 53:19 David Friedberg It's such a, you know, as we just talked about with respect to what happened with inflection and Microsoft this week, it's such a rapidly changing environment.
- ▶ 59:38 Jason Calacanis And Azure's.
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 1:15:05 Chamath Palihapitiya Like we deal with, for example, threat vectors factors all the time into like Microsoft has dealt with these for
- ▶ 1:15:12 Chamath Palihapitiya Every new update of Windows, every little thing has all of these little back doors and little threads that weren't cleaned up properly.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 3:43 David Sacks I think now he's more concerned about Microsoft.
- ▶ 15:07 Chamath Palihapitiya It has been reported that Microsoft owns 49%, right? 2 times in the scene
- ▶ 28:15 Jason Calacanis Hey, if you want access to this open source or whatever, and you know. 7 times in the scene
- ▶ 1:03:46 Chamath Palihapitiya My idea was just that they should launch a huge competitor to AWS, Azure, and GCP.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 13:04 Jason Calacanis Do you think there's any chance of that happening or is Google just too broken to fix and they're going to just lose this opportunity and it's Microsoft under Steve Ballmer missing mobile and cloud?
- ▶ 1:08:18 Jason Calacanis And it anticipates like, okay, I know this person has a Windows machine 2 times in the scene
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 19:50 Chamath Palihapitiya It's true for AWS spend, but not necessarily for Amazon spend, and it's true for Azure spend, not true for Microsoft spend, and it's largely not true for Tesla and Facebook because they don't have clouds.
- ▶ 19:50 Chamath Palihapitiya It's true for AWS spend, but not necessarily for Amazon spend, and it's true for Azure spend, not true for Microsoft spend, and it's largely not true for Tesla and Facebook because they don't have clouds.
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