Microsoft 365, every mention

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every year anyone Satya Nadella 16Brad Gerstner 4Bill Gurley 1

Verbatim, from the transcripts: the passages where Microsoft 365 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

  • ▶ 35:15 Satya Nadella I mean, if I think about it, right, the collective monetization reach of GitHub Copilot, ChatGPT, Microsoft, three, six, five Copilot and Copilot, you add those four things, that is it, right?
  • ▶ 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…
  • ▶ 41:30 Satya Nadella What's happening with Microsoft three six five? 2 times in the scene
  • ▶ 49:29 Satya Nadella I mean, my capital allocation is for the cloud from whether it is Xbox cloud gaming or Microsoft three, six, five, or for,
  • ▶ 53:42 Brad Gerstner And specifically, as you think about database, fabric, security, Office, three, 60. 4 times in the scene
  • ▶ 56:08 Satya Nadella If you look at the M.
  • ▶ 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.

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

  • ▶ 8:44 Satya Nadella Why is M. 3 times in the scene
  • ▶ 33:49 Satya Nadella And so, so one of the things I think is going to your point, Bill, if we are, we are building out, the reason we are going to do this is we have to have a trust system around Microsoft three, six, five.
  • ▶ 49:45 Satya Nadella Um, and so, yes, I think there will be disruption, but so the way we are approaching at least our M.
  • ▶ 53:34 Satya Nadella So the, the M-three-six-five copilot is where 2 times in the scene
  • ▶ 59:53 Satya Nadella Uh, to M three six five.
  • ▶ 1:14:43 Satya Nadella Which is, um, uh, whether it's co-pilot in the consumer space, whether it's co-pilot with M.

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 1 mention

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