Microsoft

includes Microsoft Excel, Microsoft Windows, Microsoft Word, Microsoft Bing, Microsoft Copilot, Microsoft Azure, Microsoft PowerPoint, Microsoft Teams

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Oct 25, 2023 by Brad Gerstner · said 50 times in 24 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Joe Lonsdale (10), Tony Fadell (5), Marc Andreessen (5), Maleka Momand (4), Kevin Mandia (4), Brad Gerstner (3), Nathan Mintz (2), John Milles-Kiriazzi (2)

tap a year for its mentions
0084158202120222023202420252026episodesmentions
048202120222023202420252026episodes it came up in
002.5458202120222023202420252026episodesmentions per episode
2026 14 mentions in 8 episodes 2 per episode
2025 6 mentions in 3 episodes 2 per episode
2024 8 mentions in 6 episodes 1 per episode
2023 13 mentions in 5 episodes 3 per episode
2022 5 mentions in 1 episode
2021 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft, oldest first

Oct 25, 2023 bullish
Opinion
Gerstner: Microsoft Copilot is the fastest-growing product in company history
“Co-pilot, which has 30,000 beta customers at Microsoft, I think is the fastest growing product in the history of Microsoft.”
Brad Gerstner Oct 25, 2023 ▶ 16:20 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Feb 14, 2024
Assertion Not checkable as stated
Michael: Steve Ballmer Agreed in Two Hours to Buy Tellme for $760M
“Within two hours, we had a handshake on a deal for 707 hundred sixty million dollars. His corp dev guys were going nuts, because he was making deals on his own.”
Emil Michael Feb 14, 2024 ▶ 10:13 Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance · Joe Lonsdale
Jul 3, 2025 negative
Assertion Partly supported
Andreessen: Seattle tech executives' district elected a councilwoman seeking to nationalize them
“The district in Seattle, the city council district where the most Microsoft and Amazon executives lived, live elected a city council woman who's, who ran a platform of nationalizing Microsoft and Amazon.”
Marc Andreessen Jul 3, 2025 ▶ 12:22 From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale
Oct 17, 2025 positive
Assertion Not checkable as stated
Lonsdale: Bill Gates considered Trilogy Microsoft's only 1990s talent competitor
“I remember Bill Gates came down and said, you're the only person now competing me for talent in the 19 nineties, and you just crushed it there.”
Joe Lonsdale Oct 17, 2025 ▶ 1:59 Secret Tech Billionaire Is Betting $1B on This · Joe Lonsdale
May 22, 2026
Assertion Supported
Scott: Bill Gates's technical assistants became Microsoft's next-generation leaders
“Bill Gates had a bunch of these. They became the next generation of leaders at Microsoft.”
Eric Scott May 22, 2026 ▶ 2:20 AI Investing Strategy for 2026 · Joe Lonsdale
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