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
Why Can't AI Make Its Own Discoveries? — With Yann LeCun
- ▶ 20:33 Yann LeCun And so that, you know, that's where most of the money is going, um, uh, at least on, on, you know, on the side of companies like, like, like Meta and Microsoft and, and, and Google and potentially Amazon.
- ▶ 57:52 Yann LeCun The first author of that paper is a gentleman called Kaming He, at the time he was working at Microsoft Research Beijing.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 22:33 Alex Kantrowitz Tesla, Amazon, Microsoft, Apple, Alphabet have all fallen since the beginning of the year. 2 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 41:31 Saagar Enjeti I oscillate between being an alarmist and also just being somebody who's like, eh, is it really that different or is it just a better Excel?
- ▶ 41:46 Saagar Enjeti You're all going to have AI assisted Microsoft teams.
Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- ▶ 3:21 Ranjan Roy They're the, every non-core tech person I talk to does not say, does never talks about Claude, has no longer talks about Bing. 14 times in the scene
- ▶ 6:22 Ranjan Roy Microsoft, they just kind of, I guess they went all in on co-pilot and enterprise, but Bing consumer, it was a good run.
- ▶ 6:22 Ranjan Roy Microsoft, they just kind of, I guess they went all in on co-pilot and enterprise, but Bing consumer, it was a good run.
- ▶ 12:39 Ranjan Roy To me, uh, Gemini is the most interesting competitor in this because, or even, I mean, Microsoft, I guess, is it Copilot now?
- ▶ 12:39 Ranjan Roy To me, uh, Gemini is the most interesting competitor in this because, or even, I mean, Microsoft, I guess, is it Copilot now?
- ▶ 1:01:11 Alex Kantrowitz And then they're going to both take out fake guns and shoot them, and it's going to say, bing. 2 times in the scene
Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
- ▶ 7:15 Antoine Shagoury So we became, again, close partners with Microsoft, AWS, Google, Dell, now NVIDIA.
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 3:45 Reid Hoffman And I think already today, if you play with, you know, GVD-IV, Copilot, Sonnet, other things, you will find that it can add real value today.
- ▶ 15:46 Alex Kantrowitz You know, as long as we're talking about OpenAI, I have one more question for you, because you are on the Microsoft board, and, um, it's been pretty obvious to everybody watching from the sidelines that, you know, there was this really… 5 times in the scene
- ▶ 16:52 Reid Hoffman So they're partnering because there's a lot of ways in which open AI uses Azure infrastructure, which, you know, has been, you know, building, you know, amazing new capabilities through being on this journey with open AI.
- ▶ 18:38 Reid Hoffman Microsoft's very focused on AI for the enterprise.
- ▶ 26:28 Alex Kantrowitz Uh, what type of delays we're seeing, given that you work with Microsoft and you invest in startups?
- ▶ 42:49 Alex Kantrowitz I mean, it's one of the more confusing, I don't know if you call it an acquisition or a migration or, all right, so folks, what happened, I think, was that Mustafa Suleiman and a bunch of folks from inflection went over to Microsoft to… 2 times in the scene
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 3:51 M.G. Siegler Microsoft and a bunch of others are like in the three percent range. 2 times in the scene
- ▶ 17:15 M.G. Siegler And the, one of the more interesting elements of that was the fact that Microsoft is effectively, um, pushing off the, the compute costs to Oracle and, and some of the other players in that, uh, situation. 4 times in the scene
- ▶ 21:04 M.G. Siegler You saw it was a smaller news item, but both Microsoft and Google had altered, um, the way that they're, uh, basically bundling together, uh, AI within, you know, either the three 65 suite and within the Google, um, Google suite of, of…
- ▶ 22:23 Alex Kantrowitz Uh, that have been, uh, raised by, uh, companies like open AI and anthropic from companies like Microsoft and Amazon, right? 5 times in the scene
- ▶ 22:51 Alex Kantrowitz I would say from like meta advertising to Lama from Google search revenue to Gemini from Microsoft Azure to open AI.
- ▶ 24:49 M.G. Siegler It's like, well, it's bundled in now to three 65.
- ▶ 36:03 M.G. Siegler And, you know, they have a few things that are sort of front-end facing that, that haven't really worked that, that try to use AI like the emoji creator and things like that, but most of it is just baking it into their products, and that's…
- ▶ 40:51 M.G. Siegler They haven't gotten the business right, and so they're scooped up by the, you know, the metas, the Googles, Microsofts, the open AIs of the world, and, um, that, you know, in and of itself won't be that interesting other than those…
Could Your AI Agent Also Be Your Lover? — With Replika CEO Eugenia Kuyda
- ▶ 19:12 Alex Kantrowitz But Microsoft had this thing where like they watch your screen at all times and you know, they help you with like, you can rewind and you can ask questions about what you've done.
Bold Predictions For Tech and AI in 2025 — With Casey Newton
- ▶ 28:32 Alex Kantrowitz So we've done Apple, we've done, uh, Google and let's talk about open AI Microsoft. 9 times in the scene
- ▶ 29:25 Casey Newton Like, you know, maybe Copilot seems to be good if, if you want to write code.
- ▶ 29:33 Casey Newton So they're gonna continue to look to OpenAI and tout this partnership of like, hey, look, we have by, you know, many estimates of the leading AI lab in our corner, and we're using their stuff in like in, uh, you know, uh, three 65 and all…
AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- ▶ 3:01 Alexandr Wang You can either go into the sort of Huawei China stack, or you could go into the Microsoft, um, United States, uh, technology stack for AI, and they ultimately pick the US stack.
AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- ▶ 4:27 Alex Kantrowitz You have Microsoft.
- ▶ 4:32 Alex Kantrowitz Pretty sure that OpenAI is exclusive on Azure.
- ▶ 23:13 Matt Garman You still have Excel, but you still know how to multiply.
Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
- ▶ 13:13 Marc Benioff We're obviously fighting the number one software company in the world, which is Microsoft.
- ▶ 19:26 Marc Benioff You know, Google has Gemini, there's ChatGPT, there's u.com, there's Perplexity, there's Copilot, there's all these, these things, you know, they're just on your phone, you're just talking to the, basically the same data set through a very…
- ▶ 22:11 Alex Kantrowitz Uh, the copilots are like 30 a month.
- ▶ 25:51 Alex Kantrowitz And instead of being in Excel, you just put all your numbers in a chatbot and you talk to your chatbot instead of Excel. 2 times in the scene
- ▶ 26:52 Marc Benioff We have another vendor, you know, who's delivered some of this technology, Microsoft, and I just 2 times in the scene
- ▶ 32:46 Alex Kantrowitz Marc, you are a very, uh, I would say, uh, loud and prominent detractor of Copilot by Microsoft. 6 times in the scene
- ▶ 32:46 Alex Kantrowitz Marc, you are a very, uh, I would say, uh, loud and prominent detractor of Copilot by Microsoft. 10 times in the scene
- ▶ 32:57 Alex Kantrowitz Your argument boils down to Copilot is basically just ChatGPT, but it's in Outlook and people aren't loving it. 4 times in the scene
- ▶ 33:09 Alex Kantrowitz They put it in Outlook, they put it in Excel, they put it in PowerPoint. 2 times in the scene
- ▶ 33:09 Alex Kantrowitz They put it in Outlook, they put it in Excel, they put it in PowerPoint. 3 times in the scene
OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- ▶ 0:06 Alex Kantrowitz Anthropic raises four billion dollars, Microsoft co-pilot is struggling, and Jaguar is rebranding.
- ▶ 1:59 Alex Kantrowitz And that is what enabled them to sort of get out of from under Microsoft's thumb and establish Google into what it is today. 6 times in the scene
- ▶ 9:23 Alex Kantrowitz Um, and I think it's, there's an interesting historical point here to make, which is that Google was able to seize the leadership of desktop browsers from Microsoft because Microsoft actually had an incentive and an interest in making the…
- ▶ 9:23 Alex Kantrowitz Um, and I think it's, there's an interesting historical point here to make, which is that Google was able to seize the leadership of desktop browsers from Microsoft because Microsoft actually had an incentive and an interest in making the…
- ▶ 9:23 Alex Kantrowitz Um, and I think it's, there's an interesting historical point here to make, which is that Google was able to seize the leadership of desktop browsers from Microsoft because Microsoft actually had an incentive and an interest in making the…
- ▶ 10:00 Alex Kantrowitz After all, the number one thing Microsoft was selling was the desktop operating system in Windows, and Google used that window and that incumbency problem to try to, to actually take away the leadership of Chrome, of browsers from…
- ▶ 14:56 Alex Kantrowitz I'm not an outlook.
- ▶ 15:13 Alex Kantrowitz Slides is where I make my PowerPoint presentation, and Sheets is where I do my invoicing and scheduling and ad management, right? 2 times in the scene
- ▶ 16:25 Ranjan Roy So I think you, one of those Alex's made the point perfectly that Google Sheets, Google Sheets and Docs, I think they were very highly innovative products six, seven years ago, maybe like, and they did it and they had to, to beat Microsoft… 2 times in the scene
- ▶ 16:25 Ranjan Roy So I think you, one of those Alex's made the point perfectly that Google Sheets, Google Sheets and Docs, I think they were very highly innovative products six, seven years ago, maybe like, and they did it and they had to, to beat Microsoft…
- ▶ 18:12 Alex Kantrowitz Well, I will also argue that maybe Microsoft's co-pilot with generative AI in all of its products
- ▶ 32:45 Ranjan Roy But what does not have unanimous consent is the quality of Microsoft's co-pilot. 2 times in the scene
- ▶ 32:45 Ranjan Roy But what does not have unanimous consent is the quality of Microsoft's co-pilot. 2 times in the scene
- ▶ 33:07 Alex Kantrowitz And we're back here on Big Technology Podcast Friday edition, talking about Microsoft. 22 times in the scene
- ▶ 33:27 Alex Kantrowitz But first of all, there's this big story and this is, we're going to spend some time on this, that Microsoft's co-pilot has really not lived up to expectations with some incredible quotes. 20 times in the scene
- ▶ 35:16 Ranjan Roy So Copilot's at 30 dollars a month per user, which is essentially doubling the licensing fee for regular Microsoft Office three 65. 3 times in the scene
- ▶ 35:24 Ranjan Roy So it's basically saying you're paying 30 bucks a month for Word, Excel, whatever, and whatever else, and now
- ▶ 35:24 Ranjan Roy So it's basically saying you're paying 30 bucks a month for Word, Excel, whatever, and whatever else, and now 2 times in the scene
- ▶ 46:41 Alex Kantrowitz And folks, he'll be on the show next Wednesday, talking about AI and agents and co-pilots and Microsoft and Salesforce and his relationship with Elon Musk and whether he's going to sell Time Inc. 3 times in the scene
- ▶ 46:41 Alex Kantrowitz And folks, he'll be on the show next Wednesday, talking about AI and agents and co-pilots and Microsoft and Salesforce and his relationship with Elon Musk and whether he's going to sell Time Inc. 2 times in the scene
Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- ▶ 8:38 Alex Kantrowitz Uh, is it Microsoft or Amazon are hooking up to nuclear power plants?
- ▶ 20:38 Ranjan Roy So it remains this murky kind of like dystopian robots taking over who knows what it is, will be a line item in a contract with Microsoft's investment in order to like change the profit structure.
The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
- ▶ 16:48 Aidan Gomez My Excel spreadsheet, right?
- ▶ 46:08 Alex Kantrowitz And third-party APIs like Amazon, and I think Microsoft, Azure, if they're available there, no, maybe they're not.
- ▶ 46:08 Alex Kantrowitz And third-party APIs like Amazon, and I think Microsoft, Azure, if they're available there, no, maybe they're not. 2 times in the scene
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 2:37 Dan Ives So, so just as Nvidia and Jensen control enterprise AI along with Microsoft, my view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.
- ▶ 39:23 Alex Kantrowitz It's in the Amazons and the Microsofts that are selling this compute to companies.
- ▶ 49:04 Dan Ives I, I mean, just as someone, or DOJ clearly, you know, a trophy case, they won in terms of that case, they got sea legs, but I mean, I, the presence there with Microsoft, I mean, in covering Microsoft back then, ultimately they won that on… 4 times in the scene
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 15:29 Josh Brown It's, it's, it's not like, uh, it's not like these chains are being run by former Microsoft engineers, so it's, it's, it's, it's a tough thing, and if it's tough for, uh, Fortune 500 companies, imagine how a regular business person must…
- ▶ 18:31 Josh Brown So, so you know more about this than I do, but like, let's say hypothetically you have a job, you're coding, um, at Microsoft, and then they put this thing on your computer that helps you.
- ▶ 24:55 Alex Kantrowitz Um, but I do think if you show up for a job, some people are going to be interested in doing something meaningful and like copying data, one Excel sheet to another is not the thing that makes them happy.
- ▶ 31:11 Josh Brown If, uh, if the AI note taker that Salesforce provides me or zoom provides me or Microsoft provides me,
OpenAI's Leaked Financial Data
- ▶ 8:26 Alex Kantrowitz So Microsoft's, uh, revenue share right off the top of that four billion is seven hundred million. 2 times in the scene
- ▶ 14:03 Alex Kantrowitz You have Microsoft investing in OpenAI and OpenAI using Microsoft Azure credits.
- ▶ 14:03 Alex Kantrowitz You have Microsoft investing in OpenAI and OpenAI using Microsoft Azure credits.
- ▶ 15:02 Alex Kantrowitz Even Microsoft, it was reported. 5 times in the scene
- ▶ 22:06 Alex Kantrowitz We don't know when their Microsoft credit is going to run out. 3 times in the scene
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- ▶ 14:01 Parmy Olson Um, so my sense over the last year has been one thing that's been lacking from the AI model vendors, like OpenAI, like Anthropic, like Google, Microsoft with Azure, has been just to do a little bit more hand-holding with their business…
- ▶ 14:01 Parmy Olson Um, so my sense over the last year has been one thing that's been lacking from the AI model vendors, like OpenAI, like Anthropic, like Google, Microsoft with Azure, has been just to do a little bit more hand-holding with their business…
- ▶ 32:15 Alex Kantrowitz And it's the round, like we talked about in this, on the show in the past, uh, Thrive Capital, Microsoft, Nvidia, and Apple are all talking about getting involved. 4 times in the scene
- ▶ 35:43 Parmy Olson From, um, through Azure. 2 times in the scene
- ▶ 56:31 Alex Kantrowitz They're a Microsoft subsidiary.
How AI Will Improve Business Efficiency and Productivity In the Workplace – With Ben Plummer
- ▶ 14:57 Alex Kantrowitz Integrating human capital and technology because, you know, it always sounds great in a PowerPoint, but the change management side is hard.
OpenAI Raising At $100 Billion Valuation
- ▶ 1:26 Alex Kantrowitz We also have Nvidia potentially involved in this round, and of course Microsoft. 5 times in the scene
- ▶ 3:23 Alex Kantrowitz And here's my hot take on Microsoft's position in the funding, and I know nothing about this. 4 times in the scene
- ▶ 6:55 Alex Kantrowitz Like, all right, you, you could say that Microsoft made a great investment in OpenAI back in the day when OpenAI was pioneering all these new 2 times in the scene
- ▶ 10:43 Alex Kantrowitz Unless you're trying to make this strategic bridge, like Apple obviously is like Microsoft has in the past.
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 11:53 Danny Shapiro And so we have a huge business in terms of the automakers building out their own data centers or using, you know, cloud providers like Azure, AWS, um, and at Oracle to train.
Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
- ▶ 9:41 Peter Diamandis And, uh, we do have a number of global leaders, whether it's Elon or, you know, Google or Microsoft.
GitHub CEO Thomas Domke -- The One-Person, Billion-Dollar Startup
- ▶ 12:12 Alex Kantrowitz Okay, so you're in a very interesting spot, because you're, you're running GitHub, and GitHub is part of Microsoft, and GitHub with Copilot might be the perfect company to implement Generative AI, because it's one of those things where,… 2 times in the scene
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 5:15 Michael Batnick And can a company that's in the trillions now, three trillion dollars that it just became the largest company briefly for a minute surpassing Apple and Microsoft.
- ▶ 18:01 Alex Kantrowitz 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…
AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- ▶ 6:47 Alex Kantrowitz So it is interesting to watch Microsoft now start to develop their own models almost to compete with open AI. 12 times in the scene
- ▶ 11:24 Dwarkesh Patel And I think the big question will be OpenAI probably has the compute because of Microsoft, but then again, maybe the Microsoft is splitting up its compute. 2 times in the scene
- ▶ 25:01 Dwarkesh Patel Do big companies like Amazon, Meta, Google, Microsoft buy that this is the path to go on investing a lot of money into?
Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- ▶ 26:18 Alex Kantrowitz Um, we, we've seen not a big shift from Google to Bing.