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Xbox

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · said 3 times in 2 episodes since 2024 · across every show →

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brought up most by Dylan Patel (2), Satya Nadella (1)

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2024 3 mentions in 2 episodes 2 per episode

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Everything said about Xbox, oldest first

Dec 12, 2024
Assertion Not checkable as stated
Nadella: Microsoft spends ~$4B on customer support across Xbox and Azure
“We spend around four billion dollars or so. This is everything from Xbox support to Azure support.”
Satya Nadella Dec 12, 2024 ▶ 52:31 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 31, 2025
Disclosure
Nadella: Microsoft manages compute capex as a single unified outlay
“My capital allocation is for the cloud from whether it is Xbox cloud gaming or Microsoft three, six, five, or for, Azure. It's one capital outlay. And then everything is a meter, as far as I'm concerned, from an MSFT perspective. It's a question of, hey, the b…”
Satya Nadella Oct 31, 2025 ▶ 49:29 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
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