GitHub, every mention

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every year anyone Satya Nadella 20Brad Gerstner 4Aaron Levie 4Bill Gurley 3Thomas Laffont 1Sherwin Wu 1

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

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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 11 mentions

  • ▶ 30:16 Satya Nadella The way at least I use it inside a GitHub Copilot is like, you know, it's now, it's just a, it's just a different way than the chat interface.
  • ▶ 34:45 Satya Nadella Then seeing the early codecs inside of, uh, Copilot, inside of, uh, GitHub Copilot, and seeing just the code completions, and seeing it work, that's when I would say we, I felt like I can go from one to 10. 2 times in the scene
  • ▶ 39:13 Satya Nadella Uh, in some sense, if you're an MSFT shareholder, that's kind of where you should start from, is to think about, we have a frontier model that we can then deploy, whether it's in GitHub, whether it's in M. three six five, whether it's in…
  • ▶ 44:36 Satya Nadella It's GitHub co-pilot.
  • ▶ 54:59 Satya Nadella In fact, one of the fascinating things that's happened, Brad, with both GitHub and Microsoft three six five is thanks to AI, 3 times in the scene
  • ▶ 59:03 Satya Nadella In fact, GitHub Copilot is a great example of it, right? 2 times in the scene
  • ▶ 1:05:25 Satya Nadella All of them have Microsoft three, six, five to the tilt in the sort of most under, uh, limited way and have GitHub copilot so that they can really be more productive.

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod Sep 11, 2025 · 1 mention

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention

  • ▶ 45:46 Bill Gurley And by the way, the, the Nat Friedman edition was particularly interesting just with his GitHub background.

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod Jun 20, 2025 · 1 mention

  • ▶ 47:24 Thomas Laffont Then, ironically, just as GitHub Copilot comes in, Brad, familiar with the term, the get fit era.

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention

  • ▶ 7:32 Brad Gerstner You know, and one of the things you didn't mention, Bill, I just saw Kevin Weil, our friend, tweeted from OpenAI that deep research is now searching across GitHub, Google Docs, Gmail, Outlook, HubSpot, Dropbox.

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 9 mentions

  • ▶ 19:10 Satya Nadella And then, and then, of course, once we started seeing it work on GitHub, Copilot, and so on, then it was pretty easy to double down.
  • ▶ 19:10 Satya Nadella And then, and then, of course, once we started seeing it work on GitHub, Copilot, and so on, then it was pretty easy to double down.
  • ▶ 41:14 Satya Nadella ChatGPT, Copilot, GitHub Copilot, ah, and the APIs of OpenAI and Azure OpenAI, right? 2 times in the scene
  • ▶ 48:34 Satya Nadella Like, interestingly enough, one of the most exciting things for me is Excel with Python is like GitHub with Copilot, right?
  • ▶ 48:34 Satya Nadella Like, interestingly enough, one of the most exciting things for me is Excel with Python is like GitHub with Copilot, right? 2 times in the scene
  • ▶ 53:04 Satya Nadella The other one is obviously GitHub Copilot.
  • ▶ 59:33 Satya Nadella This goes back to the very early dialogue we had on when I think about the Microsoft Cloud, the margin profile of a raw GPU versus the margin profile of Fabric plus GPU or Foundry plus GPU, um, or app chat, you know, or GitHub Copilot, uh,…

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 1 mention

  • ▶ 28:00 Bill Gurley They released several integrations already in the initial pack with GitHub and Slack and a few others so that you can start having your agents interact with these things.

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 22, 2024 · 2 mentions

  • ▶ 42:57 Brad Gerstner Says, you know, co-pilot is building effectively auto-complete, allowing engineers to become more productive. 2 times in the scene

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 10, 2024 · 1 mention

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention

  • ▶ 20:20 Brad Gerstner Github Copilot growing 35% quarter over quarter, um, and the number of use cases seem absolutely wild, and what's even crazier is Satya said on the call, the revenue growth would be even higher, but they're GPU constrained.

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 4 mentions

  • ▶ 1:04:17 Aaron Levie So, uh, and, you know, programming, obviously the first place with, with Copilot. 4 times in the scene
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