Microsoft
includes Microsoft Copilot, Microsoft Azure, Microsoft Bing, Microsoft Excel, Microsoft PowerPoint, Microsoft 365, Microsoft AI, Microsoft Office, Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Teams and 8 more
154 statements across 71 episodes · 52 bullish · 51 bearish · 41 people on the record · first statement Jan 25, 2023 by Yann LeCun · said 1,658 times in 197 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (1049), Ranjan Roy (108), M.G. Siegler (106), Ed Zitron (42), Mustafa Suleyman (25), Stephen Morris (21), Gil Luria (17), Sharon Goldman (15)
tap a year for its mentions
2026 529 mentions in 67 episodes 8 per episode
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- 59 more episodes that year, every mention in 2026 →
2025 760 mentions in 81 episodes 9 per episode
- Microsoft AI CEO Mustafa Suleyman: Building AI Personality
- OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- Are AI's Economics Unsustainable? — With Ed Zitron
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
- 73 more episodes that year, every mention in 2025 →
2024 229 mentions in 27 episodes 8 per episode
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- OpenAI's Leaked Financial Data
- OpenAI Raising At $100 Billion Valuation
- Predicting AI’s Next Advances — With Suhail Doshi
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- 19 more episodes that year, every mention in 2024 →
2023 127 mentions in 18 episodes 7 per episode
- Emergency Podcast: Sam Altman Fired At OpenAI
- Blake Lemoine and Gary Marcus Debate AI Chatbots
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Why Google Never Shipped LaMDA Its ChatGPT Predecessor
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- 10 more episodes that year, every mention in 2023 →
2022 10 mentions in 2 episodes 5 per episode
2021 3 mentions in 2 episodes 2 per episode
Everything said about Microsoft, oldest first
Jan 25, 2023 negative
Jan 25, 2023 negative
Feb 23, 2023 negative
Feb 23, 2023 negative
Feb 23, 2023 negative
Apr 4, 2023 negative
Luckey: Microsoft, Apple, or Google would have ruined or canceled Oculus
“VR wasn't on their roadmap, certainly not their ten-year or, you know, long-term roadmap. It was just an interesting thing going on. So even if they would have bought us, it would have been to, you know, use us as a gimmick to sell game consoles, or as an inte…”
Sep 6, 2023 positive
Ramaswamy: Google's competitive position improved by mid-2023 due to Bing's slow progress
“There's now a pretty credible integration into a regular search. And Bard is getting better by the day. And this combined with the fact that you know, Sydney, Bing's chatbot has not made as much progress. I would say actually puts them in a better position in …”
Sep 6, 2023 positive
Ramaswamy: Google open-sourced Transformers in 2017 to prevent top researchers from leaving
“If you had told these people at that time that they could not publish, they would have gone and worked for universities, they would have gone and worked for Microsoft, they would have gone and worked for other people.”
Oct 30, 2023 neutral
Nov 18, 2023 neutral
Kantrowitz: Microsoft learned of Sam Altman's firing one minute before public announcement
“Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman.
Ina Fried says its biggest partner
one that has invested billions in the company learned a minute before the rest of the world that Altman was out.”
Nov 18, 2023 bearish
Goldman: Altman's firing is a problem for Microsoft
“I do think it's a problem for Microsoft if he's gone for, you know, again, it raises questions, you know, again, Satya Nadella was with Sam Altman on stage at Dev Day, touting their relationship that they'd be building AGI together. The fact that if it becomes…”
Dec 13, 2023 negative
OpenAI is not maximum-profit seeking or controlled by Microsoft
“You know, we're definitely not maximum profit seeking, although you could talk to Elon about some of his ventures for that one. And we open source a lot of stuff, we'll open source more in the future, and we're certainly not controlled by Microsoft.”
Dec 14, 2023 bullish
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Mar 20, 2024 bullish
Doshi: Satya Nadella is brilliantly bringing all AI models onto Azure
“If you observe very carefully, he is actually partnering with everybody. He is bringing all the models into Azure, right? And he's doing it very methodically, and I think that he is really setting up Azure to be to leap and be a lot more competitive.”
Apr 20, 2024 positive
Swisher: Nadella's OpenAI deal and diverse AI bets are smart strategy
“No, I think they've got a, I think that was a smart move. I think he's got to do it himself. I think picking up great information and great computing resources, that company sure should be right in the middle of this. No, I thought that was smart. He affiliate…”
May 15, 2024 neutral
May 15, 2024 negative
Microsoft is repeating Google's mistake by splitting AI model training efforts
“Microsoft is basically reversing what Google has managed to do over the last few years. And in fact, making the same mistake that Google initially made, which was to have its training distributed or split up between two different corporations or institutions.”
May 15, 2024 neutral
Tech giants should concentrate capital into a single frontier lab
“The thing with AI is if you buy scaling in this picture, that is, you make the models bigger, they get much smarter. Then I don't think it makes sense to hedge your bets in this way. I think you should just double down, give, give one of them a hundred billion…”
Jun 26, 2024 neutral
Kantrowitz: AI spending will slow without step-change gains in 18 months
“And from everything that I hear, it's going to be the next 18 months that will basically decide, like, if they do 18 more months of development of these models within OpenAI, within Anthropic, within Microsoft, and Meta, and don't see sort of step change incre…”
Aug 30, 2024 bearish
Oct 11, 2024 neutral
Oct 11, 2024 neutral
Oct 11, 2024 neutral
Weinberg: OpenAI's True Cash Burn Masked by Microsoft Compute Credits
“You look at sort of the actual cash Leaving open AI. And it's a lot lower than you would think compared to their income statement. Losses because so much of the expense is tied up in Microsoft compute credits, which is not technically a cash item.”
Nov 15, 2024 negative
Roy: AGI's lack of a clear definition distracts from practical technological progress
“There's not one like clear accepted definition or one clear vision that's communicated by the biggest people in the field, the Sam Altman's and everything else. So it remains this murky kind of like dystopian robots taking over who knows what it is, will be a …”
Nov 24, 2024 neutral
Kantrowitz: Microsoft plans over $100B in GPU and data center CapEx
“It plans to amass 1.8 million GPUs by the end of the year. And it plans to triple its data center capacity, which is already at five gigawatts, roughly what it takes to power all of New York city each day by 27, 20, by 20, 27, it plans to spend more than a hun…”
Nov 24, 2024 negative
Nov 27, 2024 bullish
Nov 27, 2024 negative
Benioff: Microsoft poorly repackaged OpenAI's technology into Copilot without real integration
“What Microsoft basically did was they're, you're exactly right what you said, they just repackaged OpenAI's product and didn't really integrate it very well and didn't really think from the ground up what it was going to be in its best situation to offer value…”
Dec 11, 2024 neutral
Wang: Biden administration forced UAE to choose Microsoft over Huawei
“I think one of the best examples of this was in the past year, the Biden admin posed to the UAE, hey, which way are you going to go in terms of AI technology? You can either go into the sort of Huawei China stack, or you could go into the Microsoft United Stat…”
Jan 5, 2025 bearish
Jan 5, 2025 neutral
Newton: Microsoft and OpenAI will stay partnered in 2025 despite tensions
“I mean, my, like, possibly contrarian take is, like, they just kind of muddle through. Like, that's kind of what I think that they're going to do. OpenAI needs Microsoft for the compute, the data centers, the, like, infrastructure of making AI. They're not goi…”
Jan 27, 2025 positive
Meta is better positioned for open-source AI disruption than peers
“Meta's probably in a bit better position than the other ones, just because they, at the end of the day, they do want, like, you know, their whole philosophy is to open source this, not for necessarily altruistic reasons, but because they know that it's histori…”
Jan 27, 2025 bearish
Jan 29, 2025 positive
Hoffman: Inflection deal with Microsoft used non-exclusive licensing and staff transfers
“We could make this deal work You know economically by getting this kind of big licensing deal and ability to kind of do a non-exclusive inclusive license of the technology and bring over a set of the team that really wants to continue to be working on the cons…”
Jan 29, 2025 bullish
Jan 29, 2025 neutral
Mar 14, 2025 bullish
Apr 4, 2025 positive
Apr 4, 2025 positive
Apr 4, 2025 positive
Apr 4, 2025 positive
Suleyman: All OpenAI Inference Runs on Microsoft, With No Partnership Slowdown
“All of their inference comes through us, and so we, there's no slowdown in our you know, relationship with them. We sell them as much as we want to offer them, and then if there's any extra demand that they have, particularly on the, you know on the Oracle sid…”
Apr 4, 2025 positive
Suleyman: Newer models match GPT-3 performance at 100x inference efficiency
“I mean, there are folks who have trained models that perform as well as GPT-III that are a hundred times more inference efficient
that cost an order of magnitude less to train and yet they can still deliver the same predictive capability.”
Apr 9, 2025 negative
May 7, 2025 negative
May 14, 2025 negative
Bender says Microsoft abandoned net-zero carbon goals because of generative AI
“I would say that we've got Brad Smith at Microsoft giving up on the plans to become a net zero carbon since the beginning of Microsoft, and he said this ridiculous thing about we had a moonshot to get there, and turns out with generative AI, the moon is five t…”
Jun 23, 2025 neutral
Kantrowitz: Microsoft will block OpenAI's IPO without better terms
“I think that they just say, we're not making, we're not gonna budge an inch and we're not gonna let you get this money. We're not gonna let you IPO unless we get some better terms. Stuff that like holds to the earlier agreements that we had.”
Jun 23, 2025 positive
Jun 23, 2025 bearish
Jun 30, 2025 neutral
Microsoft will use OpenAI's for-profit conversion to extract major concessions
“Well, in order to go to the for-profit conversion, open AI is gonna have to get sign off from Microsoft to do that. And so I think that Microsoft will use that leverage very effectively and get an amazing deal out of open AI, because without that, it's gonna b…”
Jun 30, 2025 bearish
Jul 4, 2025 positive
Microsoft processes 50 million health-related queries daily across Copilot and Bing
“We have fifty million queries a day. That are health related, and they can range from anything from, you know a cancer issue that someone's dealing with, to a death in a family, to a mental health issue, to just having a skin rash”
Jul 4, 2025 bullish
Microsoft's multi-agent orchestrator boosts diagnostic accuracy by 10% over single models
“This orchestrator, which under the hood uses four different models from the major providers, can actually improve the accuracy of each of the individual models and collectively all of them together by a very significant degree, about 10% or so.”
Jul 4, 2025 bullish
Microsoft's diagnostic AI will perform better on common primary care conditions
“So if, so clearly by virtue of the fact that there are more cancers, more diabetes, you know, more weight loss questions, more, you know, knee pain than any of these long tail conditions, the model is almost certainly going to do better in those primary care t…”
Jul 14, 2025 neutral
Jul 23, 2025 negative
Jul 23, 2025 negative
Jul 23, 2025 bearish
Jul 23, 2025 bearish
Jul 28, 2025 neutral
Morris: Top AI talent is receiving $100M to $300M compensation packages
“You know, these people, as you well know, do not come cheap, right? You know, at the top end, they're getting one, 203 hundred million. At the bottom end, they're still incredibly well compensated and it has to come from somewhere.”
Jul 28, 2025 neutral
Jul 28, 2025 bearish
Morris: Microsoft Insiders Doubt OpenAI Still Holds a Definitive Model Lead
“You talk to people now and including, you know, it's most vital stakeholder Microsoft. They're locked in these negotiations about open AI transforming itself to a for-profit entity. And these are very tense. But, you know, when you speak to people over there, …”
Jul 28, 2025 bearish
Aug 4, 2025 neutral
Aug 4, 2025 negative
Siegler: AI industry shift to 'superintelligence' branding is purely marketing
“It's, it just is obviously all marketing at this point, and so I do feel like that, you know, you gotta at some point pin people down to say like, what are you actually trying to build, and what is the outcome of that going to be?”
Aug 11, 2025 negative
Sep 16, 2025 positive
Ranjan Roy argues Microsoft and OpenAI's non-binding agreement enables future progress
“I do think this one's important because even if it's a non-binding memorandum of understanding, it shows that Microsoft potentially and Satya are willing to play ball here... And again, at an inflated valuation, but still taking 30% of the company At five hund…”
Sep 16, 2025 neutral
Kantrowitz: OpenAI and Microsoft Agreed on Restructuring Terms Valuing Entity at $500B
“OpenAI and Microsoft look like they have a deal for a restructuring. Or they have an agreement to come to in a deal, like a memorandum of understanding. It looks like the nonprofit that controls open AI will get a hundred billion dollars, or it'll be worth a s…”
Sep 23, 2025 neutral
Costica: DeepSeek's database leak was a typical cloud exposure, not an exotic exploit
“It was a very, ah, what I would say, typical exposure that exposed a lot of sensitive data, but yet, ah, if we look historically, there were similar incidents, for instance, with Microsoft releasing a token that had access to sensitive data in, you know, a buc…”
Oct 1, 2025 positive
Tokens per watt per dollar will dictate AI cloud infrastructure dominance
“The number of tokens you can get per watt per dollar is going to be the game over the next couple years and maximizing the ability of our cloud to deliver the best Volume of tokens for every watt of power, for every dollar that's spent, where the dollar is spe…”
Oct 1, 2025 bearish
Highly leveraged AI infrastructure companies face severe financial fallout without monetization
“And I think not every company probably has that. Level of game plan. And I don't think that maybe not every company is probably doing the same level of thoughtfulness of that. And, you know, at some point, you know, different companies will probably be hit by …”
Oct 1, 2025 positive
Oct 1, 2025 bullish
Oct 1, 2025 positive
Oct 1, 2025 positive
Oct 1, 2025 positive
Guthrie: Evaluate AI datacenters by revenue line of sight, not megawatts
“I would focus less on the megawatts that sometimes get reported in the press and more at where are those megawatts and what are you going to do with those megawatts? Is it going to be ultimately capacity that you can use to serve customers? Is it to build bett…”
Oct 1, 2025 positive
Guthrie: Microsoft plans multi-gigawatt expansion with subsequent Wisconsin datacenters
“Right next to that data center, we're building another data center.
And so those thousands of people that have been working on the first Fairwater data center we just announced are now going to be starting work on the second one.
and then after the second one…”
Oct 1, 2025 positive
Oct 1, 2025 positive
Microsoft uses idle nighttime inference capacity for global AI post-training
“What's nice about post training is that you don't have to do it in one large data center in one location. And so part of the technique that we've been focused on is how do we take this inferencing capacity around the world? And a lot of it is idle at night as …”
Oct 1, 2025 positive
Oct 1, 2025 bullish
Guthrie: Microsoft Fairwater Datacenters Feature Largest Contiguous GPU Blocks Globally
“You know, we recently, for example, announced our Fairwater data, you know, data center regions around the U S we have multiple Fairwaters. And you know, we did a blog post recently of one of our new sites in Wisconsin, and these are, you know, hundreds of meg…”
Oct 1, 2025 positive
Oct 8, 2025 positive
Krieger: Anthropic is collaborating with Microsoft on Office and Excel agents
“We've been working more closely with Microsoft, even for some agents, even within their office suite, so being able to take the financial analysis capability and the financial planning capability and bring it closer to an Excel user, for example, I think that'…”
Oct 13, 2025 bearish
Kantrowitz: Oracle carries $82B in debt with 450% debt-to-equity ratio
“Oracle is already high, highly leveraged. The company has a long-term debt of about Long-term debt of about eighty two billion at the end of August, and its debt to eight equity ratio was about 450%. By contrast, Google parent Alphabet debt to equity ratio was…”
Oct 17, 2025 bearish
Heitzman: Circular revenue deals between AI giants are a warning sign
“Well, it depends on who you are, and that kind of goes to the recycling or the circularness of some of these things. Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. And, you know, I'm gonna give you money that you're go…”
Oct 27, 2025 bearish
Roy: OpenAI Is Least Trusted on Security Versus Microsoft, Google, Apple
“And I think open AI is probably the least trusted in terms of like working on security relative to like. Whether it's a Microsoft or a Google or even an Apple or whoever else, I think OpenAI is gonna lose that battle any day of the week.”
Oct 27, 2025 bullish
Nov 3, 2025 neutral
Nov 3, 2025 bullish
Nov 3, 2025 bullish
Nov 3, 2025
Nov 6, 2025 neutral
Nov 6, 2025 neutral
Nov 6, 2025 neutral
Nov 6, 2025 neutral
Kantrowitz: OpenAI signed a $38 billion compute deal with Amazon
“OpenAI signs thirty-eight billion dollar compute deal with Amazon, partnering with the cloud leader for the first time. OpenAI has signed this deal. It is the first contract with the leader in cloud infrastructure, and the latest sign that OpenAI is no longer …”
Nov 6, 2025 neutral
Nov 6, 2025 bearish
Siegler: An Nvidia earnings miss could trigger a cascading market selloff
“Even if everything goes great for all of these companies, if something just happens in the macro markets and like causes Nvidia to slip on earnings one quarter, you see like this cascading effect. It's not hard to see. Like you can see how all of a sudden they…”
Nov 12, 2025 positive
Suleyman: Microsoft Extended OpenAI IP Deal Through 2032
“And so, you know, we basically took the view that we should extend the IP license through to 20 32. We'll continue to get model drops from OpenAI and all their IP. We'll continue to be their primary compute provider. A huge scale to the tune of, you know, bill…”
Nov 12, 2025 neutral
Suleyman: Microsoft is power-constrained on AI inference, not training
“Well, I think what he was referring to is that we have so much inference demand that we're power constrained on inference. We're not power constrained, at least from the Microsoft AI perspective on training chips. And obviously my team, you know, is mostly foc…”
Nov 12, 2025 positive
Nov 12, 2025 neutral
Suleyman: 80% of the S&P 500 runs on Microsoft Azure and M365
“So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack you know, could depend on a third party. This it's, you know, just in perpetuity. It doesn't make se…”
Nov 17, 2025 neutral
Nov 17, 2025 bearish
Nov 17, 2025 bullish
Nov 17, 2025 bearish
Luria: Three-year GPU depreciation would drastically cut Oracle and CoreWeave profits
“If you told Amazon and Microsoft, and certainly if you told companies like Oracle and CoreWeave, no, no, no, no. These chips will only generate meaningful revenue for three years. Their profitability would decline very dramatically. So again, from Microsoft, A…”
Nov 17, 2025 positive
Luria: Hyperscaler AI capex is sound because balance sheets back it
“The healthy behavior are reasonable, thoughtful business leaders like the ones at Microsoft, Amazon, and Google that are making sound investments in growing the capacity to deliver AI. And the reason they can make sound investments is that they have all the cu…”
Nov 24, 2025 bullish
Dec 1, 2025 neutral
Dec 22, 2025 bearish
Dec 23, 2025 bullish
Jan 7, 2026 positive
Jan 7, 2026
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
Jan 7, 2026 positive
Jan 7, 2026
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”
Jan 13, 2026 negative
Siegler: Microsoft missed its chance to turn Bing into ChatGPT
“It was a huge missed opportunity. They could have made being a real potential competitor to Google and In some ways they, you know, they were probably too early, I'm sure. And they stubbed their toe and they pulled back... But still they were there and they co…”
Jan 13, 2026 negative
Kantrowitz: Microsoft, Amazon, Apple, and Meta lack standout AI products
“What standout product does AI product does Microsoft have outside of selling AI services from Azure? What standout product does Amazon, AI product does Amazon have outside of selling some AI with AWS. What standout AI product does Apple have? We both know that…”
Feb 2, 2026 neutral
Morris: Microsoft on track for $140B CapEx this fiscal year
“Microsoft is on track to spend a hundred and forty billion this fiscal year, which their fiscal year is a bit weird. It runs from to June instead of to December. And that's pretty much with on track with what they spent in the last quarter of last year, which …”
Feb 2, 2026 negative
Morris: Microsoft disclosed 45% of future Azure contracts are tied to OpenAI
“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”
Feb 2, 2026 neutral
Feb 2, 2026 bullish
Feb 3, 2026 negative
Siegler: Microsoft's heavy-handed response to Sydney hampered its AI momentum
“Microsoft maybe shot themselves in the foot because they put the foot down like so hard and sort of made it sure that no one could do anything like the Sydney situation again, because it got so much negative press for them, obviously, but in a way that probabl…”
Feb 3, 2026 bearish
Siegler: Microsoft and Amazon back multiple AI labs to stop Google
“I think these other major cloud players, at least the ones who have the rival clouds, specifically Microsoft and Amazon realize that yeah, they probably need to align around basically anyone who's not Google, right? They don't necessarily care if it, I mean, t…”
Mar 23, 2026 negative
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”
Apr 13, 2026 neutral
Apr 13, 2026 neutral
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Apr 13, 2026 bullish
Saint-Marc: Future Enterprise Agent Swarms Will Be Deeply Heterogeneous
“As complexity is growing, and as we, again, as I said before, we asymptotically start to progress towards something we can call superintelligence, It's going to be very heterogeneous, very different types of agents, different vendors, different clouds, differe…”
Apr 20, 2026 neutral
May 5, 2026 positive
Siegler: Apple Made the Right Bet Partnering on Search Over Building Bing
“Apple decided they didn't need to build a search engine, and that's worked out great for them, right?
Microsoft famously has spent billions and billions building up Bing, and what have they gotten out of it?
I mean, it makes money now, but it's not Google, and…”
May 5, 2026 neutral
May 5, 2026 neutral
Siegler: Amazon and Google Guide Toward $190 Billion in Annual CapEx
“Amazon and Google are, I think are both guiding towards a hundred and ninety billion now.
and that's, this gets updated every single quarter.
So they very well could spend well over two hundred billion for what ends up being the year, and Microsoft will be ri…”
May 5, 2026 neutral
May 5, 2026 neutral
May 11, 2026 negative
May 18, 2026 neutral
Court texts show Microsoft CTO Kevin Scott offered to join OpenAI board
“This is from the court documents in a text thread. Where Kevin Scott is where all these folks, Kevin Scott, Satya, Sam are suggesting who should be on the OpenAI board in the future, and then Kevin Scott chimes in with this one. I can quit for six months and d…”
May 18, 2026 positive
Roy: Google feels more AI-native than Microsoft despite flawed Gmail integration
“Certainly Google has a more AI native feel the way even ask questions in maps. Even again, we've talked about this at length that Gemini and Gmail still kind of sucks, but like they still feel more AI native than Microsoft.”
May 18, 2026 bullish
Kantrowitz: Pershing Square built a new stake in Microsoft in February
“Bill Ackman's taken a new stake in Microsoft to bet that the software giant's investments in AI aren't reflected in the company's slumping share prices. Ackman said that Pershing had started building the position in Microsoft in February after the company's sh…”
May 18, 2026 neutral
May 18, 2026 bearish
May 25, 2026 bearish
Kantrowitz: Microsoft Plans to Cancel Claude Code Licenses for Copilot CLI
“Microsoft, according to the verge, Starts canceling cloud code license licenses. Microsoft first started opening up access to cloud code in December. It was part of an effort to get product manager, project managers, designers, and other employees to experimen…”
Jun 2, 2026 negative
Jun 8, 2026
Jun 8, 2026 negative
Jul 1, 2026 bullish
Jul 6, 2026 negative
Siegler: Google and Microsoft have weaker product execution than OpenAI in AI
“I feel like that I have less faith that Google can do it because they have all sorts of sort of product issues when they roll something out great technical capabilities, but product issues, Microsoft, I have even less faith in for obvious reasons regarding pro…”
Jul 6, 2026 bearish
Jul 6, 2026 neutral
Jul 20, 2026 neutral
Khoshniyati: Early IoT era was an 'Internet of Devices', not things
“Internet of Things, when it launched, and it was before the COVID times, it excited everybody, but truly the understanding of it really wasn't stabilized yet. So everyone was using the coin term, But the reality was we were just moving from every type of devic…”
Jul 27, 2026 positive
Kantrowitz: An OpenAI failure would harm tech industry momentum
“I think it would be bad for them to fail, right? If you think about all the energy in AI, a lot of it has been sparked by open AI, right? Like, Google, Google missed you know, the chat bot moment, and only entered because of You know, ChatGPT, and sort of, you…”
Aug 5, 2026 bullish
Cahn: Microsoft wins whether frontier AI models succeed or commoditize
“Microsoft's distribution machine is amazing. So it, Microsoft benefits, if OpenAI and the labs win, and it's all frontier models, and it's not commoditized, he owns a lot of that. He's going to do great. If they get to AGI, great. Like owning 20% of AGI is pre…”
Aug 10, 2026 neutral
Microsoft Shifted CapEx to OpEx by Extending Data Center Leases
“In this quarter, they decided that they were going to basically change the way that they account for their data center leases. And so historically they've actually Considered them to be 15 years. And that basically meant that they were you know, taking on the …”
Aug 10, 2026 bearish
Siegler: Michael Burry Shorts Tech Over Server Depreciation Accounting
“Michael Burry you know, famously from Big Short has sort of talked about this as a reason why he's shorting a lot of these companies, because he believes that they're sort of doing funny money, funny math on, on a lot of these a lot of these schedules for Micr…”
Aug 10, 2026 bearish
Siegler: OpenAI and Anthropic will eventually build their own clouds
“Even if down the road, like those two actually do make it out and you know, break out on their own and become two of the new you know, tech behemoths that are public companies, they will eventually obviously just have their own clouds. They're not going to be,…”
Sep 2, 2026 neutral
Sep 9, 2026 neutral
Sep 9, 2026 neutral
Siegler: Microsoft has not released any frontier AI models
“Microsoft has played it, right? Like they obviously famously had the open AI deal in place. They sort of renegotiated that and that, you know, all the talk was that that would unlock them to go after the frontier. There is talk that they are, you know, they've…”