Microsoft, every mention
169 scenes (2024), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2024 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
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
- ▶ 16:27 Dylan Patel So all of OpenAI's revenue, plus whatever they have in Copilot.
- ▶ 18:30 Brad Gerstner But he, his argument is that an increasing number of these applications, even things like Excel and PowerPoint are becoming machine learning applications and require accelerated compute.
- ▶ 18:30 Brad Gerstner But he, his argument is that an increasing number of these applications, even things like Excel and PowerPoint are becoming machine learning applications and require accelerated compute.
- ▶ 19:37 Dylan Patel Furthermore, right, like when you talk about what, you know, hey, these applications, they're now AI, right, you know, Excel with Copilot, or Word with Copilot, whatever, right, there's, they're gonna be, they're still gonna have all those… 2 times in the scene
- ▶ 19:37 Dylan Patel Furthermore, right, like when you talk about what, you know, hey, these applications, they're now AI, right, you know, Excel with Copilot, or Word with Copilot, whatever, right, there's, they're gonna be, they're still gonna have all those…
- ▶ 19:37 Dylan Patel Furthermore, right, like when you talk about what, you know, hey, these applications, they're now AI, right, you know, Excel with Copilot, or Word with Copilot, whatever, right, there's, they're gonna be, they're still gonna have all those…
- ▶ 30:35 Brad Gerstner Microsoft building much bigger clusters.
- ▶ 36:45 Dylan Patel Um, so when we, we, we track every data center in the world and it's, it's, it's insane how much, especially Microsoft and now, uh, Meta and Amazon and, and, and, uh, you know, and many others, right? 4 times in the scene
- ▶ 39:50 Dylan Patel Why did Microsoft in, in Q one and Q two sign these massive fiber deals, right? 3 times in the scene
- ▶ 42:54 Dylan Patel But CoreWeave is just backstopped by Microsoft.
- ▶ 45:30 Dylan Patel So when you say like, hey, Microsoft's CapEx is nuts. 3 times in the scene
- ▶ 55:53 Dylan Patel So Microsoft's earning 50 to 70% gross margins on OpenAI models, and that's with the profit share they get to get, or the share that they give OpenAI, right?
- ▶ 1:07:52 Dylan Patel Like, NVIDIA, you know, the top 500 supercomputer list is not relevant because most of the super, biggest supercomputers like Elon's and Microsoft's and so on and so forth are not on there, but NVIDIA has multiple supercomputers on the top… 3 times in the scene
- ▶ 1:13:00 Dylan Patel But then you're like, well, look at this offer from Oracle or from Microsoft or from Amazon or from CoreWeave or one of the 80 NeoClouds that exist.
- ▶ 1:13:37 Dylan Patel Microsoft rents very few GPUs by the way, right? 2 times in the scene
- ▶ 1:18:55 Dylan Patel Not be good, like, like Microsoft's, and therefore never ramp, or it could be really good, and like, like, or at least, you know, good price to performance, like Amazon's, and it could ramp a lot, right?
- ▶ 1:24:40 Dylan Patel Um, I think, I think Meta and Microsoft may even take their free cash flows close to zero, uh, and just spent.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:06 Satya Nadella Uh, it's kind of like the Google or the Microsoft or, um, or the meta of, uh, this era.
- ▶ 0:36 Brad Gerstner You know, you started at Microsoft in 1992, for those who may not know. 5 times in the scene
- ▶ 0:43 Brad Gerstner You launched Bing Search in 2009.
- ▶ 0:46 Brad Gerstner You took over servers and launched Azure in 2011. 3 times in the scene
- ▶ 7:16 Satya Nadella It's not like you join Microsoft and think, oh, yeah, you know, founders are going to retire, and there's going to be a job opening, and you can apply for 8 times in the scene
- ▶ 7:26 Satya Nadella So when Steve decided to retire, I forget now, I think in August of 2013, it was a pretty big shock, and I, you know, at that time, I was running our server and tools business, as it was called, in which Azure was housed, and so on, and I… 3 times in the scene
- ▶ 8:44 Satya Nadella Why is M. 3 times in the scene
- ▶ 10:05 Satya Nadella Because, uh, you know, we had sold a bit of exchange, but if you think about it, exchange, SharePoint, Teams, now everything expanded.
- ▶ 14:40 Brad Gerstner You know, I've heard you say you basically, you know, Microsoft was coming off of having missed search, having largely missed mobile, and, and, and I've heard you say, caught the last train out of town on cloud. 5 times in the scene
- ▶ 15:31 Satya Nadella Obviously, you know, when Bill started, um, MSR in 1995, I think, you know, the first group, I mean, he was always into this natural user interface. 2 times in the scene
- ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some…
- ▶ 19:28 Bill Gurley You even talked about Microsoft, um, perhaps missing mobile or search or that kind of thing. 4 times in the scene
- ▶ 21:26 Satya Nadella Uh, you know, because if you remember, the Azure structure is slightly different, right? 2 times in the scene
- ▶ 22:05 Satya Nadella Uh, there is going to be in the models even there, just the model and the app servers that each hyperscaler will have a bunch of models and there will be an app server around multi, like every app today, even including Copilot, it's just a…
- ▶ 23:30 Brad Gerstner You know, Bing's a very large business. 5 times in the scene
- ▶ 25:35 Satya Nadella I mean, even now, even though I want to go to copilot, I mean, my usage is mostly copilot. 5 times in the scene
- ▶ 27:05 Satya Nadella The one advantage we do still have is Windows. 3 times in the scene
- ▶ 27:33 Satya Nadella You don't have to call Microsoft. 3 times in the scene
- ▶ 28:22 Bill Gurley And, you know, Microsoft's in an interesting position because you control the windows. 7 times in the scene
- ▶ 28:22 Bill Gurley And, you know, Microsoft's in an interesting position because you control the windows. 5 times in the scene
- ▶ 30:38 Satya Nadella And I think that that's a reason, like today, for example, when I go to co-pilot, um,
- ▶ 33:13 Satya Nadella Yeah, I mean, we kind of like, you know, for example, the today, you know, one of the things I always think about is, I don't know whether that was value leaking, or did it actually help us, right, which is we licensed the sync, ah, for…
- ▶ 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.
- ▶ 36:10 Satya Nadella Which is, you know, what can you, like, you know, one of the most interesting products we have even is Purview inside of Microsoft because increasingly, what do you have permissions to?
- ▶ 36:46 Satya Nadella I still think one of the things I always think is your bill, I like this Copilot as the UI for AI, because even in a fully autonomous world, from time to time, you'll raise exceptions, you'll ask for permission, 2 times in the scene
- ▶ 39:39 Brad Gerstner So shifting maybe to enterprise AI, Satya, you know, the Microsoft AI business is already reported to be about ten billion dollars.
- ▶ 41:14 Satya Nadella ChatGPT, Copilot, GitHub Copilot, ah, and the APIs of OpenAI and Azure OpenAI, right? 3 times in the scene
- ▶ 42:28 Satya Nadella These were not customers of Azure. 2 times in the scene
- ▶ 45:57 Bill Gurley On some of the productivity apps, I have a question about the, the co-pilot approach, and, and I guess Mark Benioff's been kind of obnoxiously, uh, critical on this. 7 times in the scene
- ▶ 46:12 Bill Gurley Do you, do you worry that someone might think kind of first principles AI from ground up and that some of the infrastructure, say in an Excel spreadsheet, isn't necessary to know if you did a, if you did an AI first product. 8 times in the scene
- ▶ 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.
- ▶ 50:02 Satya Nadella Word is an agent. 2 times in the scene
- ▶ 51:03 Brad Gerstner So when you two or three X your revenue for Azure, you know, do you expect to see that similar type of leverage, um, on, on, on head count? 2 times in the scene
- ▶ 51:17 Satya Nadella It's, it's, it's, it's top of mind and top of mind for both us at Microsoft as well as, uh, our customers. 2 times in the scene
- ▶ 54:03 Satya Nadella PCs became a thing, and people said, hey, I'm just going to put an Excel spreadsheet, an email, and send it around, and people will enter numbers, and we will have a forecast.
- ▶ 54:24 Satya Nadella It tells me everything from my CRM, my emails, my Teams meetings, and the web.
- ▶ 56:07 Brad Gerstner You know, I've heard you talk about, you know, Microsoft's CapEx. 4 times in the scene
- ▶ 59:33 Satya Nadella This goes back to the very early dialogue we had on when I think about the Microsoft Cloud, the margin profile of a raw GPU versus the margin profile of Fabric plus GPU or Foundry plus GPU, um, or app chat, you know, or GitHub Copilot, uh,…
- ▶ 59:33 Satya Nadella This goes back to the very early dialogue we had on when I think about the Microsoft Cloud, the margin profile of a raw GPU versus the margin profile of Fabric plus GPU or Foundry plus GPU, um, or app chat, you know, or GitHub Copilot, uh,…
- ▶ 59:53 Satya Nadella Uh, to M three six five.
- ▶ 1:07:16 Bill Gurley And to clarify something, I heard Mustafa say on a podcast that Microsoft is not going to engage in 3 times in the scene
- ▶ 1:11:43 Satya Nadella And that, by the way, is a regular Azure Kubernetes cluster. 7 times in the scene
- ▶ 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.
- ▶ 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. 2 times in the scene
- ▶ 1:15:01 Satya Nadella Ultimately, these things will have some overlap, but I also, in that context, the fact that they have the Apple deal is, in some sense, for the MSFT shareholder, you know, accretive, right? 2 times in the scene
- ▶ 1:15:58 Bill Gurley I think infatuated with the relationship between Microsoft and APNIA. 9 times in the scene
- ▶ 1:21:49 Satya Nadella Which is, if, I, I always say Linux wouldn't have happened, but for, I guess, you know, or, in fact, the Microsoft's one of the largest committers to Linux. 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:35 Brad Gerstner I got word that Microsoft has no power.
- ▶ 11:42 Bill Gurley And Microsoft, you know, has been increasingly, uh, boisterous as well. 4 times in the scene
- ▶ 20:06 Brad Gerstner I noted that Microsoft, which is on a sixty six billion dollar run rate at Azure, has said they expect Q. 3 times in the scene
- ▶ 1:00:22 Brad Gerstner CEO of Microsoft. 2 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 51:31 Brad Gerstner When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:26 Sunny Madra Because, you know, really that's a playbook that I think Microsoft really had done well for a long time in enterprise software. 2 times in the scene
- ▶ 11:43 Sunny Madra Now Microsoft pulled it off with Azure.
- ▶ 18:28 Brad Gerstner Almost everything that we do, he said, almost every single application, Word, Excel, PowerPoint, Photoshop, AutoCAD, like it all will run on these modern systems.
- ▶ 18:28 Brad Gerstner Almost everything that we do, he said, almost every single application, Word, Excel, PowerPoint, Photoshop, AutoCAD, like it all will run on these modern systems.
- ▶ 18:28 Brad Gerstner Almost everything that we do, he said, almost every single application, Word, Excel, PowerPoint, Photoshop, AutoCAD, like it all will run on these modern systems.
- ▶ 33:14 Bill Gurley Altman is questioning whether Microsoft's willing to, to put up the money and build a cluster.
- ▶ 35:12 Brad Gerstner Like Microsoft can choose whether or not they're going to fund it, but I don't think it's a question of whether or not they're going to have the funding.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:28 Jensen Huang And so the first thing that you should do, instead of thinking about, ah, how do I make Excel faster?
- ▶ 23:52 Jensen Huang We integrate it into Azure.
- ▶ 25:49 Jensen Huang They're gonna land somewhere in, in Azure's data center. 3 times in the scene
- ▶ 32:13 Jensen Huang Ok, almost everything that we do, almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you, you, you know, AutoCAD.
- ▶ 32:13 Jensen Huang Ok, almost everything that we do, almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you, you, you know, AutoCAD.
- ▶ 32:13 Jensen Huang Ok, almost everything that we do, almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you, you, you know, AutoCAD.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:52 Brad Gerstner You know, we half-joked, Bill, that, you know, Microsoft, you know, when we were down there, we, we, we discovered 3 times in the scene
- ▶ 8:39 Brad Gerstner You know, I can confirm that Altimeter is talking with the company, so of course there's some things I can share and things I can't share, but you had Kevin Scott, the CTO of Microsoft say demand for AI infrastructure is materially… 3 times in the scene
- ▶ 13:19 Bill Gurley Microsoft was talking about that maybe two decades ago and Gates was super excited about it. 2 times in the scene
- ▶ 26:32 Bill Gurley And that's where Microsoft and Google have some advantages and maybe Apple as well. 3 times in the scene
- ▶ 27:35 Brad Gerstner Obviously, Satya has consumer co-pilot
- ▶ 31:34 Brad Gerstner and, you know, and, and, and, and, and a Google Cloud or Microsoft Azure on the, on the enterprise side.
- ▶ 1:03:26 Brad Gerstner You know, that it looks cheap if you expect, if you believe in those growth rates, but if those growth rates don't show up for Microsoft, for Amazon, for Google, et cetera, next year,
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:10 Brad Gerstner I could imagine if you had four more reactors sitting here, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for NVIDIA.
- ▶ 1:00:26 Brad Gerstner Because of Nvidia, because of Meta, because of Google, because of Microsoft, the power needs that they have. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:47 Brad Gerstner And so, but we did learn some things in the earnings reports of the last two weeks, Bill, that I think we should call out in terms of what Meta said, what, what Google said, what, ah, what, what Microsoft said about their CapEx and about… 5 times in the scene
- ▶ 43:49 Brad Gerstner I mean, Microsoft says they're capacity constrained because they got a lot of demand for co-pilot, right?
- ▶ 1:00:20 Bill Gurley So the reality is that Google's monetization is so much better than anyone else that's out there that I don't think there's a deal you can do with Bing that will create that amount of net income for Apple. 3 times in the scene
- ▶ 1:14:57 Bill Gurley They have a product that competes with Slack and Teams.
- ▶ 1:18:18 Brad Gerstner On the other hand, Google and Microsoft and Meta, they're willing to pay super big money, uh, for talent, but they can't acquire companies because we know we have a regulatory environment in this country where doing outright acquisitions…
- ▶ 1:24:49 Brad Gerstner So, um, whoever is in this new administration, um, you know, I certainly hope that we enter into a new period where, you know, they're enforcing the stuff that's on the books where monopolists are truly blocking out smaller competitors…
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:00 Bill Gurley So on launch, um, the principal competitors were VMware, um, Mesosphere, Docker, Azure. 2 times in the scene
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