Microsoft Copilot
part of Microsoft
2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · said 42 times in 10 episodes since 2024 · across every show →
Mentions by year
brought up most by Satya Nadella (20), Brad Gerstner (11), Bill Gurley (8), Dylan Patel (3)
tap a year for its mentions
2025 6 mentions in 1 episode
2024 36 mentions in 9 episodes 4 per episode
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- 1 more episode that year, every mention in 2024 →
Everything said about Microsoft Copilot, oldest first
Dec 12, 2024 neutral
Nadella: Only four AI products qualify as true hit applications
“In fact, we talk a lot more about AI scale, but there is not that many hit apps, right? There is ChatGPT, GitHub Copilot, there's Copilot, and there's Gemini. I think those are the four. I would say in a DAO, like, is there anything else that comes to your min…”
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…”