Microsoft, every mention

39 scenes, the whole family · ← back to Microsoft

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every year anyone Joe Lonsdale 10Tony Fadell 5Marc Andreessen 5Maleka Momand 4Kevin Mandia 4Brad Gerstner 3Nathan Mintz 2John Milles-Kiriazzi 2Balaji Srinivasan 2Tom Cotton 1

Verbatim, from the transcripts: the passages where Microsoft comes up

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Why AI Creators Keep Panicking (They're Wrong) Jul 30, 2026 · 1 mention

  • ▶ 20:56 Aaron Levie So, uh, so, and, and Bill Gates and Andy Grove had this dynamic, um, of like, you know, the CPU would get better, and then Windows would just kind of use all the CPU again.

How AI Agents Are Transforming This $140 Billion Industry · Joe Lonsdale Jul 2, 2026 · 3 mentions

  • ▶ 0:25 Joe Lonsdale How did you get Microsoft, Nestle, Google, Uber?
  • ▶ 13:53 Joe Lonsdale How did you get, like, Microsoft, Nestle, Google, Uber?
  • ▶ 14:56 Aaron Cannon That's right, that's right, and, and the reality is just, it is really hard to take a huge division of Microsoft or, you know, the entire team at Uber and, like, change the way we understand customers.

AI Investing Strategy for 2026 · Joe Lonsdale May 22, 2026 · 1 mention

Palantir CTO: We Need More Heretics · Joe Lonsdale May 8, 2026 · 1 mention

From Wall Street King to Federal Prison: Michael Milken's Story · Joe Lonsdale Apr 24, 2026 · 1 mention

How AI Agents are Changing Investing · Joe Lonsdale Apr 17, 2026 · 2 mentions

  • ▶ 0:39 John Milles-Kiriazzi You can go into Excel, hook it up with Claude, hook up Claude with standard metrics, and then ask it to do a discounted cash flow.
  • ▶ 27:44 John Milles-Kiriazzi Like one thing that we, we published recently was, um, you can go into Excel, hook it up with Claude, hook up Claude with standard metrics, and then ask it to do a discounted cashflow for a portfolio company.

Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale Feb 17, 2026 · 1 mention

  • ▶ 13:28 unnamed speaker Amazon, Microsoft, and Google primarily have been able to move up the stack into managed services.

AI Expert: Agents Will Take Over Everything · Joe Lonsdale Feb 4, 2026 · 4 mentions

  • ▶ 5:38 Kevin Mandia I mean, the whole thing, you look at their machines, there's no Microsoft Word on it, there's no email on it, but
  • ▶ 7:18 Kevin Mandia So I remember, you know, four or five in the morning back then we did, you know, PowerPoint was freelance, uh, making slides early, but everything evolved by, you know, I could answer this question over 20 minutes.
  • ▶ 18:33 Kevin Mandia You know, Google and Microsoft and others and Amazon, everybody wants to impose risks or repercussions.
  • ▶ 20:22 Kevin Mandia You have to know Windows.

Two Billionaires Debate: Should We Fear AI? · Joe Lonsdale Jul 28, 2025 · 3 mentions

From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale Jul 3, 2025 · 2 mentions

  • ▶ 12:22 Marc Andreessen Seattle, to give you a sense how crazy things are, the, the, the district in Seattle, the city council district where the most Microsoft and Amazon executives lived, live, uh, elected a, a city council woman who's, who ran a platform of… 2 times in the scene

Billionaire vs. U.S. Senator: Should TikTok Be Banned? · Joe Lonsdale Apr 3, 2025 · 1 mention

  • ▶ 28:44 Tom Cotton So what I'm hopeful is that some kind of deal, and I'm not going to prejudge the structure of it or say what needs, what it, who needs to own it, whether it's someone like Mark Zuckerberg or Microsoft or Oracle or a collection of American…

Secrets Of Investing Early – Lessons From A Billion-Dollar Investor · Joe Lonsdale Nov 2, 2024 · 1 mention

  • ▶ 30:38 Elad Gil So, um, Azure's last quarter, they did like twenty eight billion dollars in the quarter.

He Predicted Putin's Invasion. Now He Predicts When China Will Invade Taiwan. · Joe Lonsdale Aug 22, 2024 · 1 mention

  • ▶ 5:49 Dmitri Alperovitch The entire population of their customers and a huge percentage of them got impacted, and it went into a perpetual blue screen mode on Windows, where basically it crashes the system, you reboot, it crashes again, and it took, unfortunately,…

Ep 87: Dr. Cliff Winston — Deregulate Lawyers, Deregulate Airlines & Let Markets Correct Themselves · Joe Lonsdale May 2, 2024 · 1 mention

Ep 79: Bjorn Lomborg and the 12 Best Ideas to Help the World · Joe Lonsdale Feb 29, 2024 · 1 mention

  • ▶ 41:35 Joe Lonsdale There's people like Stripe, you've probably seen, the technology company has these contests, and Microsoft does as well, where they're trying to do genetic engineering for things to take things out of,

Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance · Joe Lonsdale Feb 14, 2024 · 3 mentions

  • ▶ 1:06 Joe Lonsdale You know, before he was at Uber, he sold Tell Me to Microsoft.
  • ▶ 6:20 Joe Lonsdale It was an early speech recognition company, and you helped to grow it until it was acquired by Microsoft.
  • ▶ 10:49 Emil Michael Right, so, I'd done nine years, I'd tell me, from the beginning to the end, because I'd stayed with Microsoft for about a year and a half.

Ep 77: Mike Solana on Exposing Corruption, Saving San Francisco, and Building a New Media Empire · Joe Lonsdale Feb 8, 2024 · 1 mention

  • ▶ 24:23 Joe Lonsdale But isn't Microsoft also some kind of risk at some point too, or it's safe for now?

Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale Oct 25, 2023 · 3 mentions

  • ▶ 16:20 Brad Gerstner Co-pilot, which has 30,000 beta customers at Microsoft, I think is the fastest growing product in the history of Microsoft. 2 times in the scene
  • ▶ 16:20 Brad Gerstner Co-pilot, which has 30,000 beta customers at Microsoft, I think is the fastest growing product in the history of Microsoft.

Ep 65: Marc Andreessen and the Case for AI Optimism · Joe Lonsdale Jul 18, 2023 · 3 mentions

  • ▶ 31:08 Marc Andreessen Well, you know, you probably know this, the Bing version of GPT-IV actually does this, right?
  • ▶ 34:47 Marc Andreessen Which is you or I today, um, can sign up for, you know, full GPT-IV or full mid journey for like 20 bucks a month, or we don't even need to do that because we can go to Microsoft Bing, which is free, or Google Bard, which is free, and… 2 times in the scene

Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale May 11, 2023 · 2 mentions

Ep 56: A Philosopher Reinventing Construction? Maria Davidson & the Story of Kojo · Joe Lonsdale May 4, 2023 · 1 mention

Ep 55: Nathan Mintz on Directed Energy, a New Space Age & the Final Hurdles to a Driverless Future · Joe Lonsdale Apr 27, 2023 · 4 mentions

  • ▶ 27:45 Nathan Mintz Uh, combined with cameras, and eventually we'd like, and this is why Microsoft and Wipro invested in the round, to turn those into IoT devices, whereby 2 times in the scene
  • ▶ 28:00 Joe Lonsdale That's really impressive getting Microsoft involved in that. 2 times in the scene

Legendary iPod & iPhone Creator Tony Fadell Shares His Design Secrets · Joe Lonsdale May 20, 2022 · 5 mentions

  • ▶ 7:37 Tony Fadell This was more like a, a laptop for email and, and word and Excel, those kinds of things.
  • ▶ 7:37 Tony Fadell This was more like a, a laptop for email and, and word and Excel, those kinds of things.
  • ▶ 15:00 Tony Fadell And then, um, then that was, that become the music match program that showed the way to actually iTunes for Windows and then the iPod for Windows and everything. 3 times in the scene

How to Fix Dysfunctional Government with Esper CEO Maleka Momand · Joe Lonsdale Dec 22, 2021 · 4 mentions

  • ▶ 25:15 Maleka Momand But typically when Esper like starts, you know, working with an agency, they are making policy like on the fly using Excel spreadsheets, word, like they don't have a single place of like record for all of their data. 2 times in the scene
  • ▶ 25:15 Maleka Momand But typically when Esper like starts, you know, working with an agency, they are making policy like on the fly using Excel spreadsheets, word, like they don't have a single place of like record for all of their data. 2 times in the scene
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