Microsoft, every mention
14 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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
Why AI Creators Keep Panicking (They're Wrong)
- ▶ 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
- ▶ 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
- ▶ 2:21 Eric Scott They became the next generation of leaders at Microsoft.
Palantir CTO: We Need More Heretics · Joe Lonsdale
- ▶ 18:58 Shyam Sankar Zoom, Teams, these were the IT investments that saved their business.
From Wall Street King to Federal Prison: Michael Milken's Story · Joe Lonsdale
- ▶ 15:00 Richard Sandler People didn't like Bill Gates at Microsoft because they were a disruptor.
How AI Agents are Changing Investing · Joe Lonsdale
- ▶ 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
- ▶ 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
- ▶ 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.