Microsoft, every mention
267 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
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
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:12:17 Bill Gurley I, I just went and read a whole bunch, so I didn't know this ahead of time, but apparently Microsoft will argue the reason that these security companies have access to the kernel is because they were forced to let them have access because… 5 times in the scene
- ▶ 1:13:15 Bill Gurley There was a funny article that said Southwest was spared by this because they weren't on Windows 95 yet, or they weren't on Windows, like some, they were on really, really old Windows machines, and I'm, and I just don't understand why… 3 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:16 Brad Gerstner So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.
- ▶ 16:14 Brad Gerstner In the case of Microsoft, peaked at 37, troughed at 23, we're back at 35.
- ▶ 28:46 Brad Gerstner The people we see big rounds out of are, you know, the Microsofts and NVIDIAs and Amazons of the world. 2 times in the scene
- ▶ 38:16 Bill Gurley Um, clearly on this podcast he did with Sequoia, he's the CTO at Microsoft shares the enthusiasm that Sam and Dario do that this is just going to go on forever.
- ▶ 40:29 Brad Gerstner And if Microsoft does, the stock will be down a bit, but you know, there's not, there's nothing lethal to these businesses, right?
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:55 Bill Gurley I believe their PowerPoints will be released.
- ▶ 14:29 Bill Gurley Equinix was putting CapEx into the ground, but it wasn't like Microsoft or, or Netscape or whoever, you know, the, the, they weren't really plowing this into the ground.
- ▶ 34:54 Brad Gerstner And frankly, I think it solves one of Microsoft's problems as well.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:04 Bill Gurley Um, there are four companies in the coding co-pilot space that are not named Microsoft that have raised over two hundred million dollars each, and we're just
- ▶ 27:02 Bill Gurley Other person running around the globe telling everyone everything, including spreading rumors that he's going to spend a hundred billion of Microsoft's money, and he's going to build his own chips and build his own fabs, and, and, and that…
- ▶ 36:30 Bill Gurley I think it was Google and, uh, Azure, was it? 2 times in the scene
- ▶ 57:51 Bill Gurley They've always had sheets and docs, and a lot of the startups in our community live on that stuff, but it, it hasn't really competed with the Microsoft stack, and with Satya's comeback, everyone's been super, you know, super excited about… 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:35 Brad Gerstner and they're moving fast and they got the funding from Microsoft to do it. 3 times in the scene
- ▶ 26:46 Brad Gerstner Sells the business, uh, to Microsoft. 3 times in the scene
- ▶ 27:02 Brad Gerstner Is it going to be Bing?
- ▶ 27:03 Brad Gerstner Is it going to be this co-pilot?
- ▶ 58:07 Brad Gerstner You know, owning some of the companies that you think are real, you're really confident are going to continue to compound, um, and benefit from AI, the Microsofts of the world, you know, the Nvidia's of the world seems to me like a…
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:24 Brad Gerstner You know, the category five earthquake, um, Microsoft, Snowflake, everybody seems to be out with a new model, but let's start with Zuck.
- ▶ 13:01 Brad Gerstner Um, you know, Microsoft is out with Fi
- ▶ 13:46 Brad Gerstner Because I think the latest discussions, whether it's, uh, you know, Stargate out of Microsoft,
- ▶ 20:03 Brad Gerstner So Microsoft and Google are out tonight.
- ▶ 20:43 Brad Gerstner Um, Azure's accelerating. 2 times in the scene
- ▶ 39:20 Sundeep Madra Whether you look at the Apple stuff or Fi that came out of Microsoft, you can run that on your phone.
- ▶ 1:03:47 Brad Gerstner And then if you look at Azure or Microsoft's quarter, um, it was pretty blockbuster.
- ▶ 1:03:47 Brad Gerstner And then if you look at Azure or Microsoft's quarter, um, it was pretty blockbuster. 2 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:23 Brad Gerstner I think the biggest thing that has changed over the last 20 years, you know, back to, you know, if we think about the companies that, uh, went public in, in, in those early vintages, the Microsofts, the Apples, the Googles, the Salesforce,…
- ▶ 1:10:45 Brad Gerstner We have Facebook reports, uh, Microsoft reports, Google reports. 3 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 11:01 Brad Gerstner I don't think it was a terrible outcome for the investors, for Mustafa or for Microsoft, but it does, I think, shine a light on one of the things you said.
- ▶ 12:32 Brad Gerstner And then the production use cases around inference, the co-pilots that we talked about, like, I can't think of another technology that became almost ubiquitous within enterprises, right? 2 times in the scene
- ▶ 28:21 Brad Gerstner I don't, I don't know whether or not they're true, you know, about this project that, you know, Microsoft and open AI execs are drawing up.
- ▶ 39:07 Brad Gerstner Microsoft alone is opening a new data center globally every three days.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 29:34 Bill Gurley Microsoft's SBC is 2.8 billion a 2 times in the scene
- ▶ 54:13 Brad Gerstner And so I think that accountability, treating stock as cash,
- ▶ 1:06:47 Brad Gerstner It leads us on the one hand with, you know, the proposal that I think, you know, president Trump had made toward the end of his term, um, and which I hear bantered about by lots of senators and house members, which is some sort of spin to…
- ▶ 1:12:35 Bill Gurley Um, and then this morning, just this morning, we rarely have news that broke just this morning, a very unusual, um, thing has played out with Microsoft and inflection. 9 times in the scene
- ▶ 1:15:08 Brad Gerstner Which, you know, he said the co-pilot, like the co-pilot that is loved and benefits people from around the world. 3 times in the scene
- ▶ 1:23:21 Brad Gerstner You saw all of these new customers sign up the Azure OpenAI API, right? 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 26:04 unnamed speaker So we have Optimus at Tesla, um, figure AI just raised some money from open AI and, and, and, and Microsoft.
- ▶ 31:09 Brad Gerstner I imagine Databricks will, you know, Microsoft, you can use Llama or you can use Mistral or OpenAI. 3 times in the scene
- ▶ 36:16 Brad Gerstner Think of the tens of thousands of salespeople at Microsoft, at Amazon, et cetera, that you got to go compete with. 2 times in the scene
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 4:01 Brad Gerstner We have some software companies that reported after the bell tonight that are down a lot, um, because they're not seeing the AI pull forward that may be an Amazon or a Microsoft.
- ▶ 14:16 Bill Gurley Um, and I, and I think, you know, one, one example that's pretty obvious to everyone is Microsoft. 5 times in the scene
- ▶ 14:35 Bill Gurley People looked at the Microsoft portfolio of assets, especially where they make money around the office suite, right?
- ▶ 15:43 Brad Gerstner I think if co-pilot allows my engineers to be 3040, 50% more productive, then I'm replacing human beings with machines. 3 times in the scene
- ▶ 23:32 Bill Gurley I think Apple and Microsoft had 5 times in the scene
- ▶ 33:07 Brad Gerstner So if you pull up this chart we did, which is the mang comparison, it just shows the growth rates and the multiples applied to Microsoft, Amazon, Nvidia, and Google. 3 times in the scene
- ▶ 35:39 Bill Gurley Um, they have a, a competitor to Microsoft's Office Suite.
- ▶ 44:00 Brad Gerstner Well, I know we're going to want to move to the topic of chips here in a second, but before we get there, we touched on Microsoft, we touched on Google, we touched on Apple, just by way of comparison, and people have heard me talk about…
- ▶ 54:42 Brad Gerstner And as much as we talk about Azure and Microsoft running the table today,
- ▶ 54:42 Brad Gerstner And as much as we talk about Azure and Microsoft running the table today, 2 times in the scene
- ▶ 1:00:38 Bill Gurley You know, there was a time at which, um, Microsoft was trying to convince the world that we'd all need an NT server for every employee, and, you know, when I heard that the first time, I was, like, trying to, like, twist my head.
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 19:15 Brad Gerstner For a public market investor, when I look at Snowflake, or I look at Palo Alto Networks, or I look at Azure, I'm looking at what their free cash flow is going to be in 2025.
- ▶ 22:02 Brad Gerstner You know, where IBM or Microsoft, the database market was always one of those markets that was incredibly large and that could get to these mature margins.
- ▶ 29:50 Brad Gerstner But we had, uh, you know, Amazon and Microsoft report last week, and I took, yeah, had a couple, a few big takeaways.
- ▶ 35:06 Brad Gerstner And then finally, um, cloud software, you know, after a year of belt tightening, um, you know, what we really heard out of Amazon and Azure last week is that kind of core workloads are back to their prior growth rates, right? 3 times in the scene
- ▶ 54:07 Bill Gurley It's similar to Microsoft in the 96, 97 timeframe where they were, you know, in the penalty box and couldn't do those similar things. 4 times in the scene
- ▶ 1:16:42 Aaron Levie Microsoft was created here. 2 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 4:04 Brad Gerstner Microsoft, Amazon, uh, you know, Nvidia and Google. 7 times in the scene
- ▶ 6:00 Bill Gurley And that's been proven, you know, in the development world with Copilot, now they're, they're implementing it for Office and all the, all the productivity apps.
- ▶ 6:00 Bill Gurley And that's been proven, you know, in the development world with Copilot, now they're, they're implementing it for Office and all the, all the productivity apps.
- ▶ 10:36 Brad Gerstner I think at a minimum is that if Microsoft is, is putting money in, or I hear you saying two things. 8 times in the scene
- ▶ 12:27 Brad Gerstner Uh, into OpenAI by, you know, the five leading Sandhill firms, and then if OpenAI in an arm's length commercial transaction decided to buy, you know, ten billion dollars worth of services for Microsoft Azure to train, uh, you know,…
- ▶ 27:17 Brad Gerstner Software is still trading at a discount because people are more skeptical of software, but when you look at the Q's, Nvidia, Microsoft, you know, some of these bigger names, it really shows you that premium. 2 times in the scene
- ▶ 29:57 Brad Gerstner We expect our forecast is that Microsoft 4 times in the scene
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