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
Medium CEO Tony Stubblebine: Here's How Writing Evolves In The AI Era
- ▶ 13:06 Alex Kantrowitz And they, they do it so they can, you know, instead of having a PowerPoint where your ideas are disconnected, you, you write it down.
AI Agents: Hype or Hope
- ▶ 7:53 Eric Kelleher You can think about that if you're in Office three 65 or Google workplace.
OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- ▶ 0:59 Alex Kantrowitz Miko as in Microsoft co-pilot, Miko.
- ▶ 0:59 Alex Kantrowitz Miko as in Microsoft co-pilot, Miko.
- ▶ 17:21 Ranjan Roy 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.
- ▶ 1:00:09 Alex Kantrowitz Microsoft resurrects Clippy back from the dead after 21 years, and the internet is wilding. 5 times in the scene
- ▶ 1:00:15 Alex Kantrowitz Um, so, basically, if you use Myco, which is, it's interesting, it's this animated face, uh, from Copilot.
Amazon's Panos Panay: The Reality of Building Alexa Plus and AI Assistants
- ▶ 34:34 Alex Kantrowitz At Microsoft.
Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
- ▶ 26:07 unnamed speaker Maybe a co-pilot is the least sexy of the chatbots, I'm guessing. 2 times in the scene
- ▶ 26:17 unnamed speaker And your Microsoft suite just.
- ▶ 27:02 unnamed speaker Like where we, we've been hopping around from, uh, the Bing back in the day, a little Gemini on the side.
- ▶ 52:31 Alex Kantrowitz Well, that's where the Gemini or the co-pilot summaries.
Where Are The AI Startups? — With Rick Heitzmann
- ▶ 25:59 Rick Heitzman Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. 3 times in the scene
Is the AI Boom About to Break Security? — With Grady Summers, CEO of Netwrix
- ▶ 16:39 Grady Summers And I mean, gosh, you just years ago was Mac office macros that are being abused and that sort of thing.
- ▶ 28:03 Grady Summers Whether it's, it's your outlook copilot or your Gmail already to these bots.
- ▶ 28:03 Grady Summers Whether it's, it's your outlook copilot or your Gmail already to these bots.
Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
- ▶ 8:19 Alex Kantrowitz Chatting with your Excel spreadsheet. 3 times in the scene
- ▶ 10:54 Parker Harris If it's reaching out over to SAP, it's leveraging the security model of SAP, security model of G suite or office three 65 and bringing it together.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 3:15 Alex Kantrowitz There's a version of the world, and this is the version that Microsoft and Amazon increasingly seem to be pursuing, where the next frontier is AI adoption. 2 times in the scene
- ▶ 10:20 Ranjan Roy Kind of in that Microsoft and Amazon camp
- ▶ 26:50 Alex Kantrowitz By contrast, Google parent Alphabet debt to equity ratio was 11.5%, and Microsoft's was about 33%.
- ▶ 37:31 Alex Kantrowitz I think Gil Luria was, uh, the analyst that we quoted before was on CNBC making this point, basically saying, like, it doesn't make any sense for Oracle to be valued, uh, as at more, for Oracle to be more expensive, uh, than a Microsoft,… 2 times in the scene
How Business Software Transforms In The Age Of AI — With Zeb Evans
- ▶ 5:30 Alex Kantrowitz Think about how basically it changes Excel completely. 4 times in the scene
- ▶ 11:27 Zeb Evans So if you can connect Gmail or Outlook, um, and we will in real time bring in all of your emails.
Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
- ▶ 10:12 Mike Krieger And so for us, we think, you know, these, these entities, these agents are going to start showing up in all places where you do work, whether that's your, um, uh, your Slack or your Teams, for example.
- ▶ 12:02 Mike Krieger Um, and so, you know, we launched, uh, the ability for Claude to create Word and PowerPoint and Excel files that you can then download and bring into those apps.
- ▶ 12:02 Mike Krieger Um, and so, you know, we launched, uh, the ability for Claude to create Word and PowerPoint and Excel files that you can then download and bring into those apps.
- ▶ 12:02 Mike Krieger Um, and so, you know, we launched, uh, the ability for Claude to create Word and PowerPoint and Excel files that you can then download and bring into those apps.
- ▶ 17:56 Mike Krieger We've, um, been working more closely with Microsoft, even for some agents, even within, um, their office suite, so being able to take the financial analysis capability and the financial planning capability and bring it closer to
- ▶ 17:56 Mike Krieger We've, um, been working more closely with Microsoft, even for some agents, even within, um, their office suite, so being able to take the financial analysis capability and the financial planning capability and bring it closer to
- ▶ 18:08 Mike Krieger Um, an Excel user, for example, I think that's the way you unlock the maximal value, um, of some of these as well.
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 9:34 M.G. Siegler OpenAI realizes that they need to control their own destiny in many ways, but certainly on the cost front and to the ultimate extreme, they probably can't be paying one of the massive cloud providers, be it, you know, uh, Microsoft as it's…
- ▶ 15:31 M.G. Siegler One that what is up with open AI's letter of intense, uh, like love now, you know, they did the Microsoft one they announced with, uh, you know, a couple dozen words that they, 2 times in the scene
- ▶ 25:05 Alex Kantrowitz Right, and now Microsoft and NVIDIA are gonna own AMD as well for the money that they put in to help OpenAI build AGI.
- ▶ 33:21 M.G. Siegler And it's also like what, what Microsoft, you know, remember like this was what open eyes main complaint about was, was with Microsoft, like they're not getting the resources that they need and they feel like they're, you know, Microsoft's… 2 times in the scene
- ▶ 43:13 M.G. Siegler You mentioned Amazon cause they, as you noted, like they, it sounds like per reporting, they do have a glasses project as well, but they hired the Jay Allard, which was the name I hadn't heard in years and years out of Microsoft to work…
Sora 2 & AI’s Slop Era, Death Of The Creator Economy?, Apple’s SmartGlasses Roadmap
- ▶ 54:55 Alex Kantrowitz If you haven't checked it out, I have an interview on the feed with Scott Guthrie, the head of AI and cloud at Microsoft, who did have some things to say about the AI build out and why Microsoft seems to now be taking what he might call a…
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 0:00 Alex Kantrowitz Microsoft's head of cloud and AI joins us as we ask, is this AI build out going too far? 2 times in the scene
- ▶ 3:06 Alex Kantrowitz Microsoft has a partnership with OpenAI, has invested thirteen billion, thereabouts, has the capacity to build big data centers. 14 times in the scene
- ▶ 3:39 Scott Guthrie And we are building out and doing, uh, uh, a lot of projects with OpenAI and, um, uh, across the Microsoft Cloud, we're building out AI data centers all over the world.
- ▶ 7:06 Scott Guthrie And, um, you know, part of what makes the Microsoft portfolio so unique is the fact that we have a lot of our own AI products, Microsoft, three 65 co-pilot, get up co-pilot. 2 times in the scene
- ▶ 7:23 Scott Guthrie Uh, we've got the world's largest consumer application with ChatGPT, uh, that runs on top of Azure, and we have thousands, uh, hundreds of thousands and millions of businesses that are also building their own AI applications on top of us.
- ▶ 8:55 Alex Kantrowitz Isn't Microsoft expected to spend like eighty billion on infrastructure this year or in the neighborhood? 7 times in the scene
- ▶ 14:26 Scott Guthrie Ideally in a very swappable dynamic way, I think is one of the things we're investing in heavily and I think is one of the differentiators for Microsoft.
- ▶ 17:31 Alex Kantrowitz Um, you know, it's always great to have a chance to speak with someone who's in a position like you are within Microsoft, because we get a chance to like take some headlines and, uh, which might paint a portion of the story and then ask… 3 times in the scene
- ▶ 21:55 Alex Kantrowitz You've been at Microsoft for, I think, 27 years, 28 years, 28. 5 times in the scene
- ▶ 25:55 Scott Guthrie And I think that's a place where, again, between ChatGPT, which is the number one AI app in the world, between Microsoft three 65, which is the number one enterprise AI app in the world, and between GitHub, which is the number one…
- ▶ 27:06 Alex Kantrowitz And we're back here on big technology podcast with Scott Guthrie, the head of cloud and AI at Microsoft.
- ▶ 39:58 Scott Guthrie You know, last quarter we grew Azure at 39% year over year on a very large number. 5 times in the scene
- ▶ 47:23 Scott Guthrie And ultimately the way we've tried to build our infrastructure, uh, none of our customers know when they're using Microsoft three 65 or get up or, or any company models, what silicon they're running on.
- ▶ 48:49 Scott Guthrie I think the nice thing about Microsoft is, A, we've been around a while, and I think also, we're, we're, you know, we compete almost in every market in some way, shape, or form. 2 times in the scene
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 25:15 Alex Kantrowitz Of Amazon, Apple, Alphabet, Microsoft, Meta, and Nvidia, and more than five times the size of the entire global subscription software market. 2 times in the scene
What’s Holding Back Enterprise AI — With Shiv Ramji
- ▶ 3:07 Shiv Ramji It could be a document that's on your, on your Google drive or Microsoft drive, if that's the product that you're using, uh, or it could be internal wiki.
Is Generative AI a Cybersecurity Disaster Waiting to Happen? — With Yinon Costica
- ▶ 37:40 Yinon Costica And 2 times in the scene
- ▶ 37:55 Yinon Costica And that started a whole initiative within Microsoft to secure Windows, to secure all of the software that they ship, and this changed the security industry forever because this created the concept that security has to be built in in order…
- ▶ 44:22 Yinon Costica 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…
Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- ▶ 15:11 Aaron Levie Where an AI system can, I believe, generate reliably a, a kind of high quality document in the form of a, you know, Word document or a PowerPoint presentation. 4 times in the scene
- ▶ 15:11 Aaron Levie Where an AI system can, I believe, generate reliably a, a kind of high quality document in the form of a, you know, Word document or a PowerPoint presentation.
- ▶ 18:55 Alex Kantrowitz You could use these models to generate a PowerPoint and then spend a couple minutes checking them over. 2 times in the scene
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 29:23 Alex Kantrowitz So again, after OpenAI has been wedded to Microsoft for many years, it's starting to branch out. 2 times in the scene
- ▶ 35:09 Alex Kantrowitz OpenAI and Microsoft look like they have a deal, uh, for a restructuring. 5 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- ▶ 18:27 Alex Kantrowitz Right in time for the best edition of Windows.
- ▶ 26:22 Alex Kantrowitz Sam Altman would say that large language models are just like the calculator, but there is, there has been research, including some research from Microsoft that shows that the, the reliance on LLMs can, uh, decrease the ability to think…
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 10:44 Ranjan Roy So I think coming out of, uh, the idea like antitrust, could Google get broken up that everyone was saying that that ruling was the most powerful one since Microsoft in the early 2000.
Brain Computer Interface Frontier: Depression, Coma, AI Merge
- ▶ 18:25 Michael Mager So think about, you know, rich video games, um, productivity suites like Microsoft office and Google suites, the, the, that sort of level of functionality, which we think is really going to be life changing for people who, who today have…
Can We Save The Web From AI? — With Cloudflare CEO Matthew Prince
- ▶ 17:38 Matthew Prince Of media and the natural state of controlling information for quite some time, and you could imagine that all of that research actually consolidates behind each individual AI company, and every different academic out there is just a, is…
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 4:52 Amjad Masad And he builds it into the Mac, and obviously later Windows and Microsoft copies UI, and then suddenly your computers are usable by anyone.
- ▶ 4:52 Amjad Masad And he builds it into the Mac, and obviously later Windows and Microsoft copies UI, and then suddenly your computers are usable by anyone.
- ▶ 14:22 Amjad Masad And since then we've had windows and all these devices.
- ▶ 16:13 Amjad Masad If you look at Copilot, which is Microsoft's product, which was the first market versus Cursor, which is the more modern kind of AI coding, uh, IDE.
- ▶ 23:18 Amjad Masad As opposed to, I'm not, I'm not talking to Microsoft or Facebook.
- ▶ 25:46 Amjad Masad Uh, but, but even, uh, sort of large scale platforms, if you're building a core cloud component, the storage or virtual machine components on AWS or Google cloud or Azure, you want systems engineers that understand distributed systems,…
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 0:51 Alex Kantrowitz Microsoft joins NVIDIA as a four trillion dollar company.
- ▶ 48:10 Alex Kantrowitz We have Microsoft, which just became the second four trillion dollar company, which is crazy. 5 times in the scene
- ▶ 50:24 Alex Kantrowitz Azure.
Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- ▶ 25:59 M.G. Siegler Famously now they had it baked into their contract with Microsoft, which is still an ongoing dispute, it sounds like. 3 times in the scene
- ▶ 29:47 Alex Kantrowitz One interesting thing I saw in your story was that, um, Microsoft cannot actually work on AGI legally. 15 times in the scene
- ▶ 35:55 M.G. Siegler Maybe Bing was involved in it as well. 2 times in the scene
- ▶ 37:38 M.G. Siegler Um, whereas Microsoft, again, potentially in this scenario would own 33 or around that, uh, percent of, uh, open AI if and when they can convert, um,
- ▶ 47:03 Alex Kantrowitz I mean, thinking about Microsoft in particular. 2 times in the scene
Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
- ▶ 21:12 Dario Amodei OpenAI had already raised, you know, thirteen billion from, from Microsoft.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 1:05 Alex Kantrowitz The story reads, earlier this year, Microsoft engineers were preparing server capacity for OpenAI's next generation GPT-V model arriving as soon as late May. 4 times in the scene
- ▶ 9:56 Stephen Morris Uh, it's also competing with Microsoft.
- ▶ 9:59 Stephen Morris It's its own partner in offering these services through, you know, the Azure platform, but increasingly Google and Gemini, which, which trumps its, its coding chops.
- ▶ 10:50 Alex Kantrowitz It's sort of like a frenemy partnership with Microsoft at this point. 18 times in the scene
- ▶ 15:21 Stephen Morris They really haven't had much success building their own models, and a lot of what they're offering customers, their big millions of enterprise customers off their Azure platform is, is their own spin on OpenAI's underlying technology. 2 times in the scene
- ▶ 25:16 Stephen Morris And that must be somewhat concerning for both the company, but also its investors, because you have very, very big competitors out there, like Meta, Microsoft, Google, who are, who are snapping up land, you know, power contracts. 3 times in the scene
- ▶ 34:06 Stephen Morris That's why you're seeing, um, companies like Microsoft and Google, uh, bring old nuclear power plants online and talk and strike deals with like these mini fusion reactor companies of which Sam Altman used to be a major owner of one as… 2 times in the scene
- ▶ 46:14 Stephen Morris Microsoft, uh, Microsoft, um, you know, are not gonna, you know, are not gonna like put out a product that doesn't have impressive results, are they?
- ▶ 46:37 Alex Kantrowitz So I'll give you one question each on Alphabet and Tesla, and then I want to get to this memo that Sonia Nadella wrote about layoffs at Microsoft, and then we'll get out of here.
- ▶ 56:02 Alex Kantrowitz Satya Nadella felt it important to write Microsoft employees about the layoffs, the morale, the culture, and the fact that this company is worth three, oh, almost four trillion, 3.84 trillion, uh, and, and is laying people off, which is,… 10 times in the scene
- ▶ 57:34 Stephen Morris I mean, he, what he, what he did at Microsoft was essentially take it out of its various failed consumer enterprises and really refocus it on enterprises, i.e. corporations and businesses and data centers, Azure.
Are AI's Economics Unsustainable? — With Ed Zitron
- ▶ 1:53 Ed Zitron The information also reported that Microsoft will only make about thirteen billion dollars, not profit, just revenue, on AI this year.
- ▶ 2:02 Ed Zitron Ten billion of that is OpenAI's Azure cloud spend.
- ▶ 2:06 Ed Zitron Three billion is them selling Copala.
- ▶ 6:13 Alex Kantrowitz One of the interesting details that has been overlooked in those hearings is that nobody, not Microsoft, not perplexity, or whoever it may be, can make money off of search in the way Google can.
- ▶ 15:27 Ed Zitron So you might, OpenAI is a Microsoft subsidiary. 4 times in the scene
- ▶ 16:50 Ed Zitron Apparently Microsoft saw ChatGPT and the reason they bought all the GPUs was because they wanted it in Bing, that they wanted to do that in Bing. 3 times in the scene
- ▶ 49:21 Ed Zitron They don't, they, Microsoft owns their IPO, their pre, sorry, their IPO, their intellectual property. 3 times in the scene
- ▶ 1:00:32 Ed Zitron What happens if Microsoft's data center pullback means that they eventually finish, because I'm assuming that they are retrofitting Blackwell chips into, into their previous servers. 4 times in the scene