Microsoft, every mention
267 scenes, the whole family · ← back to Microsoft
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every year anyone Brad Gerstner 239Bill Gurley 135Satya Nadella 107Dylan Patel 31Jensen Huang 9Sam Altman 7Ali Ghodsi 7Sunny Madra 3Philippe Laffont 3Rene Haas 2
Verbatim, from the transcripts: the passages where Microsoft comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:02:19 Gavin Baker I would say Meta and Microsoft have been probably disappointing.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 24:51 Ali Ghodsi That's not the case with your, you know, your iPhone versus Android, or your Windows versus your Mac, or your anything versus anything.
- ▶ 24:57 Ali Ghodsi Like, you know, uh, you know, Google Sheets versus Excel is like, huge religious battle inside our company. 2 times in the scene
- ▶ 27:01 Ali Ghodsi So this, like, you know, through docs and Excel sheets and PowerPoints and meetings is how we like move companies and organizations forward.
- ▶ 34:36 Ali Ghodsi But it took them a long time, because they had their Excel models, and they're very proud of them, and they didn't want to, you know, but, um, again, there's a change management there. 3 times in the scene
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 0:08 Sam Altman but I, I don't think, I think this is one of the great tech partnerships, uh, ever, and without, certainly without Microsoft, and particularly Satya's early conviction, uh, we would not have been able to do that.
- ▶ 1:50 Brad Gerstner Google, Meta, Microsoft, Satya, you had your earnings yesterday, you know, and we heard consistently not enough compute, not enough compute, not enough compute. 2 times in the scene
- ▶ 3:22 Satya Nadella You know, in some sense, I say at Microsoft, like I, you know, we are very proud of the fact that we were, we are associated with the two of the largest nonprofits, the Gates Foundation and now the OpenAI Foundation.
- ▶ 4:15 Sam Altman I, I don't think, I think this is one of the great tech partnerships, uh, ever and without, certainly without Microsoft and particularly Satya's early conviction, uh, we would not have been able to do this.
- ▶ 7:54 Brad Gerstner So models and exclusivity, Sam, OpenAI can distribute its models, uh, its leading models on Azure, but I don't think you can distribute them on any other leading, uh, the big clouds for seven years until 2032. 3 times in the scene
- ▶ 8:25 Sam Altman First of all, we want to do lots of things together to help, you know, create value for Microsoft. 3 times in the scene
- ▶ 8:53 Brad Gerstner And then the rev share, there's still a rev share that gets paid by OpenAI to Microsoft on all your revenues that also runs until 2032, um, or until AGI is verified. 3 times in the scene
- ▶ 9:09 Brad Gerstner So that would mean if you had twenty billion in revenue that you're paying three billion to Microsoft, and that counts as revenue to Azure. 2 times in the scene
- ▶ 11:08 Sam Altman Brad, to say the obvious, if we had super intelligence tomorrow, we would still want Microsoft's help getting this product out into people's hands and we want them like, yeah. 2 times in the scene
- ▶ 12:06 Brad Gerstner 1.4 trillion over the next four or five years with, you know, big commitments, five hundred million to Nvidia, three hundred million to AMD and Oracle, two hundred fifty billion to Azure.
- ▶ 17:39 Brad Gerstner We heard from both Microsoft and Google yesterday, both said their cloud businesses would have been growing faster if they have more GPUs.
- ▶ 25:34 Satya Nadella I mean, I think the fundamental problem of, um, you know, this patchwork approach is quite frankly, I mean, between OpenAI and Microsoft, we'll figure out a way to navigate this, right?
- ▶ 32:49 Brad Gerstner Dish, dish for me a little bit, like what that moment was, was like, because I think it was such a pivotal moment, not just for Microsoft, not just for the country, but I really do think for the world. 2 times in the scene
- ▶ 33:11 Satya Nadella Azure was even the first sponsor, I think. 2 times in the scene
- ▶ 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?
- ▶ 35:42 Brad Gerstner And to contextualize it, right, Microsoft had missed out on search, had missed out on mobile, you become CEO, almost had missed out on the cloud.
- ▶ 37:11 Brad Gerstner So, you have the value in the rev share, billions per year going, going to Microsoft.
- ▶ 37:17 Brad Gerstner You have the profit you make off the two hundred and fifty billion dollar of the Azure compute commitment from OpenAI. 2 times in the scene
- ▶ 37:54 Satya Nadella It's that stateless API exclusivity on Azure that helps, quite frankly, both OpenAI and us and our customers, because when somebody in the enterprise is trying to build an application, they want an API that's stateless, they want to mix it… 4 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…
- ▶ 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…
- ▶ 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…
- ▶ 40:16 Brad Gerstner You know, do you think that the market is, is, is kind of misunderstanding the value of open AI as a component of Microsoft?
- ▶ 41:16 Satya Nadella What's happening with Azure growth, right? 2 times in the scene
- ▶ 41:30 Satya Nadella What's happening with Microsoft three six five? 2 times in the scene
- ▶ 41:38 Satya Nadella We found it in co-pilot.
- ▶ 42:10 Brad Gerstner But a year ago, Satya, there were a bunch of headlines that Microsoft was pulling back on AI infrastructure, right? 3 times in the scene
- ▶ 44:01 Satya Nadella Doesn't make sense from a long-term infrastructure build out for Azure. 4 times in the scene
- ▶ 44:30 Satya Nadella But remember, for me, the high margin business for me is co-pilot.
- ▶ 45:00 Brad Gerstner On that point, Azure grew 39% in the quarter on a staggering ninety three billion dollar run rate. 3 times in the scene
- ▶ 47:42 Brad Gerstner And normally we think that will compete away margins, but you've somehow managed to build all this out while maintaining healthy operating margins at Azure. 3 times in the scene
- ▶ 47:50 Brad Gerstner So I guess the question is for Microsoft, how do you compete in this world? 9 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,
- ▶ 50:12 Brad Gerstner You know, there's been a lot of ink and time spent even on this podcast with my partner, Bill Gurley, talking about circular revenues, including Microsoft Stasher credits, right to open AI that were booked as revenue. 4 times in the scene
- ▶ 50:12 Brad Gerstner You know, there's been a lot of ink and time spent even on this podcast with my partner, Bill Gurley, talking about circular revenues, including Microsoft Stasher credits, right to open AI that were booked as revenue. 3 times in the scene
- ▶ 53:42 Brad Gerstner And specifically, as you think about database, fabric, security, Office, three, 60. 4 times in the scene
- ▶ 53:42 Brad Gerstner And specifically, as you think about database, fabric, security, Office, three, 60.
- ▶ 54:38 Satya Nadella I mean, if you think about it, right, Outlook or Teams or SharePoint, you pick Word or Excel, like people are using it all the time, creating lots and lots of data which is going into the graph, and our ARPU is low. 2 times in the scene
- ▶ 54:38 Satya Nadella I mean, if you think about it, right, Outlook or Teams or SharePoint, you pick Word or Excel, like people are using it all the time, creating lots and lots of data which is going into the graph, and our ARPU is low.
- ▶ 54:38 Satya Nadella I mean, if you think about it, right, Outlook or Teams or SharePoint, you pick Word or Excel, like people are using it all the time, creating lots and lots of data which is going into the graph, and our ARPU is low.
- ▶ 54:38 Satya Nadella I mean, if you think about it, right, Outlook or Teams or SharePoint, you pick Word or Excel, like people are using it all the time, creating lots and lots of data which is going into the graph, and our ARPU is low.
- ▶ 55:21 Satya Nadella More PowerPoints that get created, Excel models that get created, all these artifacts, and chat conversations.
- ▶ 56:48 Brad Gerstner You didn't need a lot of GPUs, and most of the value accrued to the software layer, to the database, to the applications like CRM and Excel.
- ▶ 1:00:19 Brad Gerstner You have a big search business that most people don't know about, you know, but it turns out that that's probably one of the most profitable businesses in the history of the world because people are running lots of searches, billions of…
- ▶ 1:01:55 Satya Nadella I used to say I use it a lot for commerce, but that's also shifting to my, you know, copilot. 2 times in the scene
- ▶ 1:02:01 Satya Nadella The co-pilot mode in Edge and Bing or co-pilot, now they're blending in.
- ▶ 1:04:24 Brad Gerstner And do you see this being a long-term positive for Microsoft productivity? 4 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.
- ▶ 1:05:45 Satya Nadella So that's kind of like when the first, when Word, Excel, PowerPoint all showed up in office, kind of, we learned how to rethink. 2 times in the scene
- ▶ 1:05:45 Satya Nadella So that's kind of like when the first, when Word, Excel, PowerPoint all showed up in office, kind of, we learned how to rethink.
- ▶ 1:05:45 Satya Nadella So that's kind of like when the first, when Word, Excel, PowerPoint all showed up in office, kind of, we learned how to rethink.
- ▶ 1:05:45 Satya Nadella So that's kind of like when the first, when Word, Excel, PowerPoint all showed up in office, kind of, we learned how to rethink.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 10:39 Bill Gurley You might fall behind, but, but it started with the original, from my perspective, with the original Microsoft open AI deal where credits go in as 4 times in the scene
- ▶ 10:51 Bill Gurley And then those credits are used back against, you know, Azure and, and Microsoft cloud services.
- ▶ 49:56 Brad Gerstner From a kid's perspective, it's going to look like I own a little bit of Microsoft, and I own a little bit of, of, uh, United Healthcare, and Nvidia, and whatever.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:02 Jensen Huang First, the first project is the build out of Microsoft Azure.
- ▶ 7:18 Brad Gerstner So heretofore, they've been outsourcing to Microsoft to build the data center.
- ▶ 7:55 Brad Gerstner It sounds very much like AWS or GCP or Azure. 2 times in the scene
- ▶ 28:11 Brad Gerstner So when you guys or Microsoft or Amazon are investing in companies,
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:40 Bill Gurley You know, you got Microsoft, maybe.
- ▶ 31:57 Bill Gurley You know, we, there, there are other people, I think, you know, you look at Microsoft, you know, choosing not to extend their CapEx budget.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 44:37 Brad Gerstner Uh, you know, you'll probably see them rolling back like you see with Microsoft, like you see with Amazon.
- ▶ 56:24 Michael Dell And if you put that in the context of Google statements or Microsoft statements, I mean, this is massive scale, uh, systems.
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 9:56 Philippe Laffont And then we're like, well, the largest company, Microsoft today is like three and a half trillion. 3 times in the scene
- ▶ 23:17 Bill Gurley The KOTU team mapped out cloud revenue market share, and you have Oracle at five percent, Amazon, 44 because of the success of AWS, Google, 19, and Microsoft, 30. 5 times in the scene
- ▶ 46:01 Brad Gerstner Yeah, the, the, 91 is, has Microsoft reached peak employees, and 92 was about how AppLovin has gone AI first, and had massive, ah, you know, margin expansion, or revenue per employee. 3 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:24 Brad Gerstner If we do this, and we launch this in twenty-twenty-six, a thousand bucks for every kid born in America, we get every kid from rural Texas to rural Indiana to inner city Trenton to the east side of LA, you get them into the game, they can…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 22:17 Brad Gerstner So they said, I may as well support Linux because I may not be able to get windows.
- ▶ 35:49 Brad Gerstner When I invested in Google in 2005, when I invested in, you know, Meta, when the IPO broke and we looked at those late stage private rounds, I certainly remember the Microsoft round in a Meta at fifteen billion that was roundly criticized…
- ▶ 53:11 Brad Gerstner Um, and one of the big criticisms of this company was they were too dependent upon Microsoft, but now they've diversified. 3 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 25:41 Brad Gerstner They basically are monitoring your company's workloads that are occurring in AWS, GCP, Azure, et cetera, and what code can be deployed on those platforms.
- ▶ 28:34 Bill Gurley It's a more competitive environment with Microsoft and others, and you probably could get something done here. 2 times in the scene
- ▶ 1:07:42 Bill Gurley And so I guess, you know, Netscape had Microsoft
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:06 Brad Gerstner I mean, you could imagine, for example, a world in which Microsoft were to buy perplexity, and now they have a consumer brand to go battle it out. 3 times in the scene
- ▶ 31:56 Bill Gurley I don't know if a Microsoft or an Amazon are prepared to lose incrementally that amount of money.
- ▶ 39:02 Brad Gerstner And so, for example, if we're looking at Facebook, or we're looking at Google, or we're looking at Microsoft, Microsoft, I think, is spending 80% of their free cash flow, right, on CapEx. 3 times in the scene
- ▶ 40:36 Satya Nadella So our hyperscale business, Azure business, I think that's like, and other hyperscalers, I think that's a big thing.
- ▶ 44:30 Brad Gerstner Microsoft resilient, right?
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:57 Brad Gerstner And it was quickly deployed in all the clouds in, you know, in AWS, in, in, in Azure, et cetera.
- ▶ 18:02 Bill Gurley That was shocking to me, uh, especially, especially the Microsoft deployment. 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:44 Bill Gurley He had, he had suggested maybe him and Microsoft were going to do it. 4 times in the scene
- ▶ 19:04 Bill Gurley And then the other thing is just the, the much discussed relationship between Microsoft and OpenAI. 3 times in the scene
- ▶ 23:26 Brad Gerstner If I'm at Microsoft, gotta secure my GPUs.
- ▶ 32:51 Brad Gerstner OpenAI, Microsoft, Oracle, and yesterday's really earthquake level announcement out of the White House. 2 times in the scene
- ▶ 39:08 Rene Haas Existing relationships with Microsoft, uh, ourselves, but going forward, uh, they're, they're going to be in a very, very key, uh, key role on the operation, which I think 2 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:09 Brad Gerstner And in 2024, the, the, the, the big five, so in this case, Microsoft, Meta, Nvidia, Amazon, and Google grew earnings at 44%.
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024. 2 times in the scene
- ▶ 32:23 Bill Gurley Um, obviously one way to look at the, you know, we're looking at a slide, Google, Meta, Amazon, Microsoft, Apple, and they're all spending this money.
- ▶ 1:02:00 Bill Gurley Um, I think we just saw Microsoft put out some open source models last week, which is like really surprising.
- ▶ 1:04:29 Bill Gurley Microsoft doesn't have it.
- ▶ 1:14:58 Brad Gerstner So you had Google who hedged their bets a little bit with Anthropic and you had Amazon that made a bet on Anthropic and Microsoft on OpenAI. 4 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:08 Dylan Patel Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together because they think, hey, I need to win on scale, so let me just connect all the data centers together…
- ▶ 15:53 Dylan Patel And a few thousand GPUs is, is like a Microsoft inference cluster, right? 5 times in the scene
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