Microsoft, every mention
698 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Alex Kantrowitz 1049Ranjan Roy 108M.G. Siegler 106Ed Zitron 42Mustafa Suleyman 25Stephen Morris 21Gil Luria 17Sharon Goldman 15Aaron Levie 15Scott Guthrie 14
Verbatim, from the transcripts: the passages where Microsoft comes up
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 19:04 Alex Kantrowitz I've heard multiple people say that the co-pilot integrations within Outlook and other Microsoft products are actually getting pretty good and are quite useful.
- ▶ 19:41 Ranjan Roy Apple, Microsoft, Meta, and Google, and Amazon.
- ▶ 20:03 Ranjan Roy You can either have, like, the Azure business and its AI division.
- ▶ 23:03 Alex Kantrowitz All right, ladies and gentlemen, uh, we will now do a dramatic reading of Kevin Scott, the CTO of Microsoft, uh, positioning himself to join the OpenAI board in a way that, uh, seems to be, you know, potentially politically adept or, or… 2 times in the scene
PwC’s Dallas Dolen: AI Hardware’s Advantage, TokenMaxxing, Automation’s Impact
- ▶ 20:21 Dallas Dolen You know, fire it out over the, over the universe to all my partners. 3 times in the scene
- ▶ 20:58 Dallas Dolen I have it all sitting within the, the Microsoft environment.
- ▶ 23:31 Dallas Dolen You don't have to do that.
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 17:46 Ranjan Roy Like, yeah, do you know what I just spent on Azure last month?
- ▶ 38:22 Alex Kantrowitz Lots of pressure from Microsoft for an update.
- ▶ 43:18 Alex Kantrowitz I mean, Satya is going to testify on Monday, and Elon is blaming Microsoft for giving OpenAI the money. 6 times in the scene
- ▶ 44:36 Alex Kantrowitz Uh, Microsoft CTO, uh, Kevin Scott said there could be some PR downside, uh, downsides associated with not funding them and having them storm off to Amazon in a huff and shiktok us and Azure on the way out. 4 times in the scene
- ▶ 53:25 Ranjan Roy If 15, I remember, like, in the early days of Microsoft Word and word processing, if some, imagine someone's like, ah, no, I'm just gonna write this on a notepad for you, and I don't want to use a computer.
Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- ▶ 16:15 Alex Kantrowitz Companies like Microsoft are doing this. 3 times in the scene
- ▶ 18:25 Amit Zavery And that means I have to connect into Microsoft three 60 for agent three 65 for identity.
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 0:05 Alex Kantrowitz Microsoft and OpenAI are where exactly after their latest new agreement, and where is OpenAI's Stargate program? 2 times in the scene
- ▶ 3:00 M.G. Siegler Um, I think it was Amazon, Microsoft, Meta, and Google alphabet all reported at the same time. 7 times in the scene
- ▶ 11:02 M.G. Siegler Microsoft famously has spent billions and billions building up Bing, and what have they gotten out of it?
- ▶ 14:26 Alex Kantrowitz Microsoft after separating from open AI has not been able to do it.
- ▶ 31:41 Alex Kantrowitz And then we're going to go to break and then talk about Microsoft and open AI.
- ▶ 34:43 Alex Kantrowitz We're going to talk about Microsoft and OpenAI doing away with the AGI clause and Microsoft allowing OpenAI to work with any cloud provider, which is fairly big news that I don't think has been played up enough as far as the OpenAI story… 30 times in the scene
- ▶ 36:50 Alex Kantrowitz You're not helping our Azure business as much as we thought you would. 8 times in the scene
- ▶ 42:41 Alex Kantrowitz Or at least co-pilot. 2 times in the scene
- ▶ 50:19 M.G. Siegler Microsoft, oddly. 3 times in the scene
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 41:23 Alex Kantrowitz Microsoft grew 40%. 2 times in the scene
- ▶ 41:26 Alex Kantrowitz Azure.
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 25:38 Ranjan Roy I mean, like, take a Microsoft announcement or an Adobe summit this week. 2 times in the scene
- ▶ 32:49 Ranjan Roy I want the next model release to be as boring as whatever Adobe launched at summit this week or Microsoft launched it, whatever else co-pilot for a cowork or whatever else, you know, like that's what it should be.
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 34:38 Alex Kantrowitz Um, would Microsoft? 2 times in the scene
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 6:00 Emil Michael So, you have people whose job it is to do this, so that, right, already without any computers, it could be with paper and pen, it could be with whiteboards, it could be with PowerPoints, and now you're accelerating that and giving this… 3 times in the scene
- ▶ 6:27 Alex Kantrowitz Right, and, and it is interesting to see what's happened with this digitalization, whereas before, this is from Pirate Wires, um, they say, by the start of the conflict with Iran this year, targeting processes were connected with…
- ▶ 9:31 Emil Michael Like, tons of PowerPoints are generated in this building.
- ▶ 12:07 Alex Kantrowitz That made me feel somewhat uneasy when I looked at this Maven Smart System demo is like, you know, maybe we want the Excel spreadsheets and the Word docs and the PowerPoints when it comes to something as serious as making a decision to…
- ▶ 12:07 Alex Kantrowitz That made me feel somewhat uneasy when I looked at this Maven Smart System demo is like, you know, maybe we want the Excel spreadsheets and the Word docs and the PowerPoints when it comes to something as serious as making a decision to…
- ▶ 12:07 Alex Kantrowitz That made me feel somewhat uneasy when I looked at this Maven Smart System demo is like, you know, maybe we want the Excel spreadsheets and the Word docs and the PowerPoints when it comes to something as serious as making a decision to…
How AI Agent Swarms Might Be AI's Next Leap — With Guillaume de Saint-Marc
- ▶ 24:28 Guillaume de Saint-Marc Um, there's little chance that the, whatever, like a Cisco agent or a Microsoft agent or a Salesforce agent, which you might need to bring together to solve an enterprise, you know, cross-functional use case, will be using, they won't be…
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 1:59 Alex Kantrowitz 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. 3 times in the scene
- ▶ 22:27 Alex Kantrowitz Remember, Anthropic isn't giving Microsoft mythos to sell through Azure. 2 times in the scene
- ▶ 22:27 Alex Kantrowitz Remember, Anthropic isn't giving Microsoft mythos to sell through Azure.
More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- ▶ 14:19 M.G. Siegler And of course the, the company's gonna say everything is hunky dory, just like they historically have always said with Microsoft and, and, you know, everything else, like, you know, nothing to see here.
- ▶ 23:09 M.G. Siegler There is a risk though, obviously that, that both like your app just becomes this bloated mess of, you know, uh, Microsoft office and you've got dropdowns and you've got dropdowns of dropdowns and, and, and, uh, uh, chat TPT has had this…
- ▶ 25:59 M.G. Siegler Um, Claude code comes in and others perplexity and, and even Microsoft and some others are now trying to make it more, uh, you know, regular user consumer friendly.
- ▶ 51:37 M.G. Siegler Microsoft had open AI.
- ▶ 57:58 M.G. Siegler And while like Jerry Yang tried to come back, as you'll recall to Yahoo and they almost sold to Microsoft for 40 some billion dollars, uh, back in the day with Steve Ballmer days, um, Zuckerberg has total control of the company, right?
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- ▶ 52:08 Aaron Levie Azure launched that year, or it had just launched.
Should Software Companies Embrace AI or fight it? — With Asana Chief Product Officer Arnab Bose
- ▶ 13:22 Arnab Bose And so when you give it that feedback, it will, in real time, recalc its research plan and update it, and then ultimately produce a brief, uh, either in a Google document format or, or Word, depending on how you set it up, uh, and then the…
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 1:50 Alex Kantrowitz Chief executives who've appeared as guests include meta platforms, Mark Zuckerberg, Microsoft Satya Nadella, and OpenAI's Sam Altman.
- ▶ 21:26 Liz Hoffman A lot of PowerPoint presentations, a lot of spreadsheets, and I can actually, today, do almost all of that.
- ▶ 23:42 Liz Hoffman Like, is there something in the DNA there that makes, that makes them win in the way that, you know, really with the exception of, of Microsoft, um, that, that pre-mobile generation of tech companies just got, got totally overshadowed and…
- ▶ 34:12 Alex Kantrowitz So only NVIDIA, Apple, Alphabet, Microsoft, and Amazon would be bigger than it.
- ▶ 36:54 Alex Kantrowitz And now the IRGC is threatening multiple other US tech giants, including Microsoft, Google, Apple, Intel, and a bunch of others.
OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
- ▶ 16:35 Greg Brockman You hook it up to spreadsheets, you hook it up to, uh, to Word documents.
- ▶ 42:04 Greg Brockman Like, there's so much just very mechanical skill associated with Excel spreadsheets, with presentations, and if the AI has the context, it has the raw intelligence now to be able to do these things at a great level.
Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us
- ▶ 29:29 Senator Mark Warner the hyperscalers, most of them actually started, you know, as either social media or you got Amazon and Microsoft and some of those, but they've kind of gotten through with, you know, kind of good lip service, but no, no rules or…
Is AI A Privacy Disaster? And How To Fight Back. — With Andy Yen
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 8:41 Ranjan Roy So I think it's, it's still a big potential market, but one thing I wanted to highlight is, to me, the more interesting part of this is what it means with Microsoft. 3 times in the scene
- ▶ 11:08 Ranjan Roy So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar, uh, investment from Amazon, and because it could violate the exclusive cloud agreement that they had, uh, they had set a number of years ago… 7 times in the scene
- ▶ 11:08 Ranjan Roy So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar, uh, investment from Amazon, and because it could violate the exclusive cloud agreement that they had, uh, they had set a number of years ago…
- ▶ 13:08 Alex Kantrowitz Clearly that something went off the rails, by the way, my favorite Microsoft news of the week, we won't spend too much time on this, uh, but they made some changes with co-pilot and Mustafa Suleiman, uh, head of, uh, AI there. 6 times in the scene
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- ▶ 3:04 Alex Kantrowitz And I do wonder if it, and if it is some of the statements that we're hearing from the lab leaders, I mean, every day there's another statement from somebody else, whether it's Dario from Anthropic or Mustafa Suleiman at Microsoft about…
- ▶ 12:44 Olivia Moore If you've used like Claude and Excel, it's already like quite, quite good. 2 times in the scene
- ▶ 27:02 Alex Kantrowitz But I always thought, like, do you remember when, um, it was Bing that tried to, uh, it, it went into Sydney mode and tried to break up.
- ▶ 27:17 Alex Kantrowitz And I always, and then Microsoft kind of turned down the dials on that.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 21:02 Alex Kantrowitz Amazon, Microsoft, Meta, and Google are in a spending arms race, plowing over one hundred billion per quarter into data centers, while Apple spending is down 19%.
- ▶ 31:01 Ranjan Roy They basically just did what already clawed in Excel or anything like, 2 times in the scene
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 34:45 M.G. Siegler Um, given the ownership stakes in Anthropic from that, we know obviously from Google and Amazon, but now Microsoft bought in right famously and, and Nvidia too.
- ▶ 49:00 M.G. Siegler We, we might have the Microsoft style, like funeral, um, where they would be like, yeah, walking down Cupertino with, um, with a coffin and series in it, because they would need a new, a new branding if they fail one more time with this.
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 27:54 Ranjan Roy That was my favorite part, because we might, after we lost that benchmark with Microsoft and OpenAI, but now
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- ▶ 0:27 Alex Kantrowitz One hundred billion dollar or thereabouts funding raise for OpenAI, where SoftBank, Amazon, Nvidia, and maybe Microsoft are expected to participate.
- ▶ 3:44 Aaron Levie You're like in 2010 or 11 or 12 and you're, and you're like, wow, you know, Google just now got into the game and, and Azure is building up market share and, and you're looking at Amazon and you're saying, well, you know, how, how big now…
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
- ▶ 25:20 Steven Adler Like a thousand pages of Microsoft business strategy.
Google’s AI Comeback, Enterprise Agents, The Real Path to AI ROI — W/ Promevo CEO Karthik Kripapuri
- ▶ 7:56 Karthik Kripapuri These, uh, platforms like CRM platforms that sit on top of data that exist in your organization, and that's what we talk about, uh, AI platforms that are on top of it, and how we work is going to fundamentally change, you know, in the, I…
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 17:53 Alex Kantrowitz It got away with it, and people were talking about, like, these duct tape ways to stitch together software programs, and if they could ever do that, it would be a very big market opportunity, and now that has potentially arrived just, uh,…
- ▶ 50:55 Ranjan Roy If it completely flops, even if a lot of that value accrues to a Google or Microsoft, I really think a lot of the shine, even on an Nvidia takes a hit.
- ▶ 56:32 Ranjan Roy I think that's like the, I mean, again, Azure, Google Cloud have been like, 2 times in the scene
AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
- ▶ 9:05 Alex Kantrowitz Yeah, I think we might be thinking about one of the same instances when Microsoft had this bot called Tay. 2 times in the scene
- ▶ 42:50 Alex Kantrowitz Uh, your former employer, Meta is a big player, Amazon, um, Google, of course, Microsoft, and then, you know, OpenAI and Anthropic with these,
- ▶ 45:13 Alex Kantrowitz Microsoft and Amazon and Google have massive stakes.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 4:31 M.G. Siegler And I sort of, it also reminded me a bit of, um, you know, the, uh, the Microsoft Bing stuff with, uh, with all the different, uh, Sydney chat and Sydney, and then people delve deeper into it and, and kept changing its name and all these…
- ▶ 4:31 M.G. Siegler And I sort of, it also reminded me a bit of, um, you know, the, uh, the Microsoft Bing stuff with, uh, with all the different, uh, Sydney chat and Sydney, and then people delve deeper into it and, and kept changing its name and all these…
- ▶ 15:43 Alex Kantrowitz And, and I think this is something that you wrote in your story about how, um, so again, Sydney was this, like a version of Bing that if you pressed it hard enough, it could like express these evil desires, maybe to like steal you away…
- ▶ 16:37 M.G. Siegler Like Microsoft maybe shot themselves in the foot because they put the foot down like so hard and, 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,…
- ▶ 34:21 Alex Kantrowitz For instance, Microsoft putting 3 times in the scene
- ▶ 46:58 M.G. Siegler Google and Amazon and Microsoft and everyone else that it feels like there's a world in which they're behind right now and that they can never catch up.
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 0:33 Alex Kantrowitz We're also going to look at big tech earnings and ask whether there's any room for error anymore, especially with Microsoft having one of its worst days in years.
- ▶ 3:30 Stephen Morris Um, and more interestingly as well, we're even seeing companies that initially bet on their rivals like Microsoft, uh, and Nvidia putting money into Anthropic as well. 6 times in the scene
- ▶ 8:29 Stephen Morris They're now adding Microsoft Azure to that mix.
- ▶ 14:40 Stephen Morris Microsoft is broken with OpenAI. 2 times in the scene
- ▶ 24:02 Alex Kantrowitz Well, another very interesting thing happened this week, and I want to get into that in depth, which is that, uh, Microsoft and Meta both beat earning expectations. 18 times in the scene
- ▶ 25:17 Alex Kantrowitz Uh, Azure revenue didn't grow as fast as they expected. 4 times in the scene
- ▶ 31:38 Stephen Morris You know, Microsoft has made a great early bet on open AI, but it hasn't proven that it's like office suite of products.
Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- ▶ 11:50 Bret Taylor If you look back at the transition to the cloud, um, you know, Microsoft went through fits and starts, but it eventually came out quite strong. 2 times in the scene
- ▶ 23:48 Bret Taylor I think Microsoft's mission at one point was to put a PC on every desktop.
- ▶ 25:35 Bret Taylor So the job fair was like a bunch of tumbleweed and like Microsoft and Google.
- ▶ 36:40 Bret Taylor In roughly, I think it was, like, the early 2000, there's that outlook worm that took over, like, everyone's desktop, and it was before there were CISOs in most companies.
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 18:30 Alex Kantrowitz It's not like a Google Bing situation, right?
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- ▶ 29:43 Cristiano Amon I don't necessarily disagree with that on the consumer front because, uh, Microsoft just launched it 2 times in the scene
- ▶ 29:51 Cristiano Amon Agents for Windows.
- ▶ 31:20 Cristiano Amon You see that on the Microsoft Copilot.
Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
- ▶ 11:31 Alex Kantrowitz Uh, like for instance, maybe chatting with Microsoft Excel.
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 10:12 M.G. Siegler Open AI, Anthropic, Google, of course, Microsoft.