Microsoft 365
part of Microsoft includes Microsoft 365 Copilot
3 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · said 21 times in 3 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Satya Nadella (16), Brad Gerstner (4), Bill Gurley (1)
tap a year for its mentions
2025 11 mentions in 1 episode
Everything said about Microsoft 365, oldest first
Dec 12, 2024 neutral
Nadella: Microsoft allocates capital to unified cloud infrastructure rather than product silos
“To me, I've never, I don't allocate my capital thinking here is the Azure capital. Here is the M. Three, six, five capital. Here is you know, gaming. I kind of think of, hey, there's a cloud infra. That's the core theory of the firm for me. On top of it, I hav…”
Oct 31, 2025
Nadella: Microsoft manages compute capex as a single unified outlay
“My capital allocation is for the cloud from whether it is Xbox cloud gaming or Microsoft three, six, five, or for, Azure. It's one capital outlay. And then everything is a meter, as far as I'm concerned, from an MSFT perspective. It's a question of, hey, the b…”
Oct 31, 2025 bullish
Nadella: Copilot adoption pace is bigger than any Microsoft product in decades
“In fact, one of the things about Microsoft three six five was what was the next big thing after E five? Guess what? We found it in co-pilot. It's bigger than any suite. Like, you know, we talk about penetration and usage and the pace. It's bigger than anything…”