Microsoft, every mention
94 scenes (2025), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2025 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
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
- ▶ 34:07 Jason Calacanis You know, are you buying Nvidia's and Uber's and Google's because those are great companies or Microsoft's?
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 8:47 Chamath Palihapitiya When Microsoft invested a billion dollars in open AI, that was a huge bet on the future.
- ▶ 1:13:11 Chamath Palihapitiya I bet if you went to Google, they would not only subsidize you, they would probably pay you a salary to get educated to do that job, because once you graduated and you could work up the ranks and become a master electrician, there is so…
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 4:45 David Friedberg Google had an early lead in Search, and then Microsoft 3 times in the scene
- ▶ 11:13 Jason Calacanis Every time you do a search on Instagram, it's annoying, but those all count as users using the product, just like Slack faced competition from Microsoft Teams when it bundled.
- ▶ 12:12 Jason Calacanis Elon Akrak, Sergei Sundar at Google, Zuckerberg at Meta, Dario Elitthropic, Saty at Microsoft, who's his partner, who's now his competitor.
- ▶ 15:27 Jason Calacanis This is the greatest battle we've seen since like Netscape versus Microsoft and the internet. 3 times in the scene
- ▶ 1:00:06 David Friedberg And Microsoft, Amazon, Costco, and some of the other big employers in that state are now trying to figure out what they should do. 2 times in the scene
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 9:23 Jason Calacanis And he was also giving tax advice to the Microsoft people, to Peter Thiel. 2 times in the scene
- ▶ 29:57 Chamath Palihapitiya And ultimately what he doesn't appreciate is that obviously Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it.
- ▶ 36:27 Chamath Palihapitiya Microsoft has a spin. 2 times in the scene
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 12:33 Jason Calacanis Microsoft, you know, these are at, uh, 13 times their sales.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 5:35 Jason Calacanis Microsoft, Nvidia, Oracle, Broadcom, CoreWeave, who all are the partners we're talking about,
- ▶ 32:11 Jason Calacanis Therefore, he's going to do what Microsoft did. 3 times in the scene
- ▶ 32:16 Jason Calacanis There's a company called Word Perfect that were on the Microsoft platform, Windows, and then Microsoft killed them.
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 6:59 Chamath Palihapitiya You know, Azure, it's just simple, straightforward, but the rest of the world, a little bit more complicated.
- ▶ 12:09 Tareq Amin The era, I believe Windows was embedded in 1981.
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
- ▶ 1:10:11 Elon Musk You, you think that someone like Paul Gates, who clearly started a tech, you know, started a technology company, that's one of the biggest companies in the world, Microsoft, um, being, uh, you, you think he'd be really quite, um, you know,…
- ▶ 1:12:35 Jason Calacanis What is Azure?
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 29:49 David Friedberg There's effectively three major cloud vendors that compete with one another, AWS, Microsoft, and GCP or Google Cloud. 6 times in the scene
- ▶ 32:22 Chamath Palihapitiya There's certain products and services that are unique to Azure versus GCP versus AWS.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 54:22 Chamath Palihapitiya In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft. 2 times in the scene
- ▶ 1:09:55 Chamath Palihapitiya What I'm saying is we need to figure out how to fix this because you can't have Google, Microsoft, and Amazon cancel
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 4:14 Chamath Palihapitiya Specifically, who I'm talking about are folks like Microsoft and Xbox.
- ▶ 59:39 Chamath Palihapitiya Last generation of the internet, you'd run on AWS, but then you'd bid it against GCP, you'd bring in Azure, you'd say who is cheaper, because ultimately, you're running a database, you know, you're running, I don't know, pick your service,…
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
- ▶ 6:30 Jason Calacanis Let all these big tech companies that are truly trying to get in very unique PhDs from Oxford in AI, man, let them just put out how many they want to buy and at what price, do a reverse auction, and fill one third of them with, I don't…
- ▶ 59:49 David Friedberg And effectively what this team did, and again, they were out of MIT in collaboration with a scientist at Microsoft AI in Mountain View.
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- ▶ 55:11 Jason Calacanis What do you think all this means that the divestiture of TikTok, Larry Ellison getting it as opposed to Google, Apple, Microsoft, I mean, there were so many people, maybe even Elon who might've wanted TikTok.
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 1:01:02 Jason Calacanis And man, that would change the game on the field if somebody like DuckDuckGo or Bing or a new entrant, Perplexity, whoever who's doing search would be able to say to Apple, we will outbid Google for 10% of the searches.
Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
- ▶ 37:54 Chamath Palihapitiya This is just me doing some addition in an Excel spreadsheet.
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 AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 26:14 Jason Calacanis But he's very attuned to this, and he said he's got big concerns right now, so this is, again, why I love JD, because JD is very tuned into the fact that people are asking for more H-one B visas, and that typically is to save money, and…
- ▶ 45:43 Jason Calacanis And when they did Start Me Up with Windows, 2 times in the scene
- ▶ 50:06 Jason Calacanis The technology industry itself has leaned on our government for 3040 years, including Microsoft, including Google, to make sure our trade secrets are not stolen, our IP is not stolen, our movies are not stolen.
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 38:29 Donald J. Trump In a few months, Meta, Amazon, Google, Microsoft are all investing three hundred and twenty billion dollars or more in data centers and AI infrastructure this year.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 48:21 Jason Calacanis Yeah, get your co-pilot on.
Winning the AI Race Part 2: Vice President JD Vance
- ▶ 19:49 Jason Calacanis What did Microsoft say when you, uh, brought that up with Microsoft? 5 times in the scene
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 1:17:14 Kelly Loeffler Well, I, I can't envision what my life would have been like when I started a small business if I could have had Figma or Canva instead of PowerPoint.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 35:06 Gavin Baker Microsoft.
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:33:38 Jason Calacanis Interestingly, a day after this ruling, Microsoft was sued by a group of authors alleging it used a collection of over 200,000 pirated books, uh, in its Megatron AI model. 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 11:45 Jason Calacanis You remember Microsoft did that with inflection AI back in the day. 3 times in the scene
- ▶ 18:59 Chamath Palihapitiya And what we have to remember is what OpenAI got from Microsoft was an extremely competent partner that built an enormous Azure compute infrastructure to train everything from ChatGPT all the way up to the O-three model, DALI, everything.
- ▶ 24:21 Thomas Laffont Right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13, right? 4 times in the scene
- ▶ 1:06:52 Jason Calacanis And the tool you're referring to, just for the audience, is the AI co-pilots that are making, that are contributing 30, 40% to code bases at Microsoft and Google.
- ▶ 1:10:08 Jason Calacanis Obviously Microsoft, a lot of layoffs, Andy Jassy talking about layoffs.
- ▶ 1:25:59 Jason Calacanis It looks like in related news, obviously Microsoft, we talked about the other week, let go of three percent. 2 times in the scene
- ▶ 1:30:54 Jason Calacanis Thomas and any closing thoughts here on, you know, the sort of old old guard, Microsoft, Amazon, and their employee count and the cuts we're seeing there, uh, and what these companies will look like in the future in terms of revenue per… 7 times in the scene
- ▶ 1:34:23 David Friedberg So I do think like on the, on the application software layer, they're going to have a really hard time in this new world because the old school customers that buy Microsoft 6 times in the scene
- ▶ 1:35:11 Thomas Laffont I, I'm in Chamas Camp, where I actually think the Microsoft business will be bigger, if anything, on, on kind of Azure alone, and that at the end of the day, uh, we'll just need more people to support it. 2 times in the scene
- ▶ 1:36:44 Thomas Laffont Well, I think all four of us would agree that if we could synthetically own AWS, Azure, and GCP, if I could somehow automagically create an index of all three of those businesses, right, over the next five years, you wouldn't need to own…
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 40:46 Jason Calacanis Microsoft announced 6000 job layoffs, about three percent of their workforce, while putting up record profits, while being an incredible cash position. 2 times in the scene
- ▶ 42:55 Jason Calacanis All the GitHub and Jira cards and things that have been submitted, plus all the Slack messages in their organization, and they're putting them into an LLM and having it write management reports of who is the most productive in the…
- ▶ 1:01:54 Chamath Palihapitiya So let's ignore the CBO's kind of brittle math and the Excel that they post on their website.
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 0:20 David Friedberg OpenAI has SAM, XAI has Elon, Meta has Zuck, Microsoft has Satya.
- ▶ 30:40 David Friedberg OpenAI has SAM, XAI has Elon, Meta has Zuck, and, um, Microsoft has Satya.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 28:19 Philippe Laffont And then to me, what happened last week with Microsoft saying that like AI had really picked up, that was like a really big deal. 3 times in the scene
- ▶ 1:01:16 Jason Calacanis What if we said, hey, okay, we understand Google getting bigger, Apple getting bigger, Microsoft getting bigger.
- ▶ 1:13:22 Jason Calacanis Square bought Afterpay for twenty nine billion, Zoom acquired five nine for fifteen billion, Mailchimp, remember that one, twelve billion, Microsoft and Nuance, the, um, spoken, uh, the, um,
Doug Burgum, Secretary of the Interior | All-In DC
- ▶ 4:56 Doug Burgum It's, uh, been quite a journey, uh, you know, starting out a town of 300 people in North Dakota with all gravel streets and no computers, uh, to end up having an opportunity to, uh, to be part of a software startup, you know, grow that… 3 times in the scene
- ▶ 21:50 Doug Burgum And, and I'll reflect back to not that long ago, a couple decades ago, I was a corporate officer at Microsoft for seven years.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 56:51 Chamath Palihapitiya I think it's an Azure problem.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 1:06:06 David Friedberg They do it to an extent, but imagine if China just made copies of Microsoft Word and started selling it around the world for five dollars.
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.
- ▶ 10:14 Jason Calacanis That's the other issue with core weave that people note almost eight billion in debt and one customer Microsoft accounts for over 60% of their revenue, always a bit of a red flag there. 2 times in the scene
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 33:06 Jason Calacanis If you don't know what Wiz is, just imagine you have cloud services like Microsoft's Azure, Amazon Web Services, Google's cloud, Oracle's cloud.
- ▶ 50:27 David Friedberg Google's cloud revenue is about forty billion a year and Microsoft and Amazon's are both kind of plus or minus a little bit around a hundred billion a year. 2 times in the scene
- ▶ 53:04 Chamath Palihapitiya There, you know, the reason Wiz exists, and Jason mentioned this up front, is because of the value that it creates in a multi-cloud, multi-tenant environment across Azure and GCP and AWS, and when the deal was done, one of the things that… 2 times in the scene
Howard Lutnick | All-In DC
- ▶ 1:18:34 Howard Lutnick And then I get, you know, I go to the heads of Google and Microsoft and Amazon.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 55:17 Chamath Palihapitiya GCP and Azure eat these guys for breakfast, lunch, and dinner. 2 times in the scene
- ▶ 58:20 Jason Calacanis They have a dependency, 60% of the revenue now from Microsoft and Microsoft seems to have done this either. 3 times in the scene
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 29:05 Jason Calacanis You know, or Microsoft of payments, right?
- ▶ 29:44 Jason Calacanis Google down 10%, Amazon nine, Microsoft about eight percent, Meta, Apple, Nvidia, or up to varying degrees.
- ▶ 51:33 Jason Calacanis Meta, Microsoft by, you know, one to 10,000 of these.
Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
- ▶ 5:56 Chamath Palihapitiya So meaning if you went, look back 50 years ago, if you look at that famous picture of the Microsoft early team, they didn't rely on software necessarily.
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 26:30 Chamath Palihapitiya So meaning if you went, look back 50 years ago, if you look at that famous picture of the Microsoft early team, they didn't rely on software necessarily.
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 39:41 Chamath Palihapitiya So on Thursday, what happened with Microsoft? 4 times in the scene
- ▶ 1:32:01 Jason Calacanis And, uh, I'm getting 2500 smackaroos for the next three years for, uh, Microsoft indexing it. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 30:40 David Friedberg And then Microsoft showed weakness in their cloud. 3 times in the scene
- ▶ 30:58 Chamath Palihapitiya Because if it's true that this distillation thing actually happened, well, there's only one place where you could have distilled the O-one model, but it's on Azure. 2 times in the scene
- ▶ 32:56 David Sacks Microsoft. 3 times in the scene
- ▶ 1:04:23 David Friedberg Where does it go when he's up against, we don't know what, in China, Microsoft, Alphabet, and Meta? 2 times in the scene
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 40:10 Thomas Laffont I think ultimately it will kind of come down to does the government want to be the only bidder for the asset or would the comfortable, would the government be comfortable with either Elon owning it and merging it to X or Microsoft owning…
- ▶ 1:10:45 Jason Calacanis Microsoft is sort of involved, although we'll see about that. 2 times in the scene
- ▶ 1:16:20 Jason Calacanis And since you bring up ride sharing and the 80% there, I, you know, I, I really think that's an important thing to, to take a moment to, um, to settle on because in that case, you didn't have Uber being challenged by Google, Microsoft and…
- ▶ 1:28:58 Thomas Laffont What's interesting of what Amazon and Microsoft is, they're actually signing deals directly with these companies, right, to do what's called back behind the meter, right, types of deals, so they have direct energy access.
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
- ▶ 5:59 Mark Pincus Actually, I own half, and Microsoft owns other half.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 44:55 Jason Calacanis Microsoft was basically on another podcast.
- ▶ 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.
- ▶ 1:23:08 Jason Calacanis SaaS has come, had a little bit of a rebound, but Google up, 36% for AI cloud, Microsoft, 14%, Amazon, 46%, all in 20, 24. 2 times in the scene
- ▶ 1:44:24 David Friedberg By the way, another one I wanted to kind of play with was Microsoft, AWS, and Google Cloud revenue growth. 2 times in the scene
- ▶ 1:45:12 Gavin Baker Azure versus AWS will be interesting.