Microsoft, every mention
334 scenes (said by Alex Kantrowitz), the whole family · ← back to Microsoft
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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
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
- ▶ 47:36 Alex Kantrowitz We, we can't, we can't leave here today without talking about Steve Ballmer, uh, ex CEO of Microsoft. 4 times in the scene
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 0:29 Alex Kantrowitz Adobe and Microsoft seem to have rebounded from their Sasspocalypse lows.
- ▶ 18:11 Alex Kantrowitz Adobe is up 16.49% over the past month and Microsoft's up 29% over the past month.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 7:18 Alex Kantrowitz Is Microsoft really spending less on AI, and what's going on with Google? 3 times in the scene
- ▶ 32:30 Alex Kantrowitz Okay, I want to take a break and then come back and talk about this clever accounting trick that Microsoft is using to make it look like it's spending less on the AI build-out, and then we will end with Google and what's going on with its…
- ▶ 32:54 Alex Kantrowitz M.G., let's talk a little bit about Microsoft. 16 times in the scene
- ▶ 39:57 Alex Kantrowitz Uh, 82% from Google, um, thirty-something percent from AWS, uh, 43% from Azure.
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 48:19 Alex Kantrowitz So here's mine for Microsoft. 7 times in the scene
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 22:51 Alex Kantrowitz Uh, Microsoft, uh, CEO Satya Nadella repeatedly highlighted his company's cost-effective models during its quarterly earnings call with investors on Wednesday. 2 times in the scene
- ▶ 40:14 Alex Kantrowitz Let's go to break and come back and talk a little bit about why Microsoft might've had its best week ever.
- ▶ 41:28 Alex Kantrowitz Let's talk about Microsoft. 10 times in the scene
- ▶ 41:59 Alex Kantrowitz It, the core parts of this earnings report was that Azure, Microsoft's cloud, uh, grew 43%, um, in, in the quarter they report on, and, uh, and they, they promised that it would, uh, that they would not go negative free cash flow next year.
- ▶ 49:39 Alex Kantrowitz If you're growing your cloud revenue at 82%, and you're saying the spending is fundamental to growing that cloud revenue, and you say you're going to spend more, and you now have not only search, but a chance to be in league with Amazon… 2 times in the scene
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 8:14 Alex Kantrowitz This could really unravel very quickly if the big tech companies like a Google, like Microsoft, like Meta determine, hey, maybe we don't need to, you know, make these massive infrastructure spends, and we can have some of the benefits of…
- ▶ 14:02 Alex Kantrowitz Gemini is quickly achieving co-pilot status.
- ▶ 31:23 Alex Kantrowitz Nikkei Asia reported this week that Meta, Google, Amazon, Microsoft, and Oracle have accrued around 1.65 trillion in outside outstanding debt over the last five years with the additional, with an additional hundreds of billions of dollars… 2 times in the scene
- ▶ 59:49 Alex Kantrowitz Let's see what Microsoft says on CapEx.
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 29:04 Alex Kantrowitz Um, he said, he said, uh, you know, because they, Microsoft also wants to come in and offer this, uh, to its customers. 4 times in the scene
- ▶ 52:46 Alex Kantrowitz Now an open AI enemy, Microsoft, biggest funder of open AI, um, for a long time, at least, uh, and the champion of this company.
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 1:57 Alex Kantrowitz So first of all, uh, a little news that we covered a little bit on the Friday show, but I think we should spend some more attention on, is that Microsoft is now emerging its consumer and enterprise co-pilot apps. 6 times in the scene
- ▶ 1:57 Alex Kantrowitz So first of all, uh, a little news that we covered a little bit on the Friday show, but I think we should spend some more attention on, is that Microsoft is now emerging its consumer and enterprise co-pilot apps. 4 times in the scene
- ▶ 6:51 Alex Kantrowitz So, you know, in a laptop you would use it for personal use cases, like the same laptop you would watch Netflix on, you could also use Excel and PowerPoint on. 3 times in the scene
- ▶ 6:51 Alex Kantrowitz So, you know, in a laptop you would use it for personal use cases, like the same laptop you would watch Netflix on, you could also use Excel and PowerPoint on.
- ▶ 16:32 Alex Kantrowitz Uh, we talked about Microsoft, OpenAI.
OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
- ▶ 34:44 Alex Kantrowitz And is it weird to be competing with Microsoft now?
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 11:19 Alex Kantrowitz He said, Google, Amazon, Microsoft, Meta now have a serious nonzero opportunity to tank the frontier labs, go to the government, kneecap the labs motion of putting the latest models out into the wild, become the trusted gatekeeper between…
- ▶ 3:36:19 Alex Kantrowitz And is it weird to be competing with Microsoft now?
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 0:03 Alex Kantrowitz Anthropic is worried about runaway AI improvement, and Microsoft and OpenAI once partners are in head-on competition. 2 times in the scene
- ▶ 28:13 Alex Kantrowitz And then, of course, Microsoft and OpenAI, one's partners, now starting to battle it out for the crown.
- ▶ 46:12 Alex Kantrowitz Can Microsoft and open AI coexist? 18 times in the scene
- ▶ 46:20 Alex Kantrowitz Um, but they had this build event where they announced a bunch of their AI announcements and the core thing was like, Hey, look, you know, we are, we're not wedded to open AI anymore, so we can just go do our stuff 2 times in the scene
- ▶ 47:35 Alex Kantrowitz Mustafa Suleiman, the head of one of Microsoft AI divisions, told The Verge.
- ▶ 48:49 Alex Kantrowitz I mean, they, they have, like you said, they have Office, they have access to OpenAI's IP.
- ▶ 51:14 Alex Kantrowitz Um, so Ben Thompson tells Satya Nadella that OpenAI is a major tenant on Azure. 2 times in the scene
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 54:50 Alex Kantrowitz Um, you wrote, we're not quite in Microsoftian territory, but we're close.
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 2:36 Alex Kantrowitz That could include Uber, it could include Meta, it could include Microsoft, DoorDash, that have talked about, um, the fact that they are, you know, AI first, but that the spending of tokens has gotten way out of hand, right? 4 times in the scene
- ▶ 28:11 Alex Kantrowitz And we've seen these amazing cloud revenue, uh, numbers over the past few quarters, uh, with, with Google and Microsoft and Amazon, all booking insane profits from their clouds divisions. 9 times in the scene
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
- ▶ 34:19 Alex Kantrowitz Uh, this is, we had a, uh, one of our commenters talk about the fact that like Microsoft has pulled back a little bit from open AI and Apple has not participated, uh, in this moment. 4 times in the scene
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- ▶ 27:29 Alex Kantrowitz Uh, many other companies are also talking about the ROI here and, uh, and Microsoft, interestingly, although maybe this isn't indicative of Claude, but 4 times in the scene
Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
- ▶ 23:14 Alex Kantrowitz Um, I've been using Claude Cowork to make PowerPoint presentations. 2 times in the scene
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 0:00 Alex Kantrowitz Microsoft CEO Satya Nadella's emails and text messages reveal a serious concern with his open AI partnership.
- ▶ 2:01 Alex Kantrowitz Amy Hood, of course, the CFO of Microsoft, and the others working on Microsoft's AI. 18 times in the scene
- ▶ 5:25 Alex Kantrowitz Through Microsoft's cloud offering through Azure. 3 times in the scene
- ▶ 14:17 Alex Kantrowitz And that sentence could have easily been said, and maybe even more, um, accurately be said about Microsoft compared to OpenAI, and I wonder if that was in the back of his mind. 14 times in the scene
- ▶ 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.
- ▶ 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
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 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
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
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
- ▶ 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
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.
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
- ▶ 6:27 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…
- ▶ 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…
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.
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.
- ▶ 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’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 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…
- ▶ 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%.
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.
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,…
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
- ▶ 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…
- ▶ 34:21 Alex Kantrowitz For instance, Microsoft putting 3 times in the scene
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.
- ▶ 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
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?
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
- ▶ 27:52 Alex Kantrowitz I'll just run through a couple, uh, Microsoft, for instance, big open AI deal. 10 times in the scene
- ▶ 27:57 Alex Kantrowitz It feels like, uh, there are people are asking questions about co-pilot.
- ▶ 28:02 Alex Kantrowitz Product in a way that they did when they were shuffling the state of the art GPT models into, into Bing, for instance.
- ▶ 28:10 Alex Kantrowitz Um, so Azure is growing, growing in a big way. 2 times in the scene
- ▶ 36:08 Alex Kantrowitz I mean, I might get some emails from this and I might regret saying this, but what standout product does AI product does Microsoft have outside of selling AI services from Azure? 10 times in the scene
- ▶ 36:08 Alex Kantrowitz I mean, I might get some emails from this and I might regret saying this, but what standout product does AI product does Microsoft have outside of selling AI services from Azure?
Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
- ▶ 38:16 Alex Kantrowitz Uh, they'll have institutional, institutional policy and care pathway alignment, so they'll integrate with enterprise tools like SharePoint and other systems, so responses can incorporate an institution's approved policies, pathway…
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 6:11 Alex Kantrowitz Is Microsoft something like two thirds of the demand according to your 3 times in the scene
- ▶ 16:23 Alex Kantrowitz I mean, we're talking about these big companies like Microsoft, like why wouldn't they just build their own data centers? 2 times in the scene
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 31:19 Alex Kantrowitz Microsoft, like the headline that I'm thinking about for twenty-twenty-six has something to do with Copilot, and I don't think it's good. 8 times in the scene
- ▶ 31:19 Alex Kantrowitz Microsoft, like the headline that I'm thinking about for twenty-twenty-six has something to do with Copilot, and I don't think it's good. 2 times in the scene
- ▶ 31:45 Alex Kantrowitz They, they have this very expensive add on to office that everybody went for because it was important to do AI for a couple of years. 2 times in the scene
- ▶ 36:46 Alex Kantrowitz And, uh, last year my prediction was Mustafa Suleiman is going to leave Microsoft.
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 15:23 Alex Kantrowitz Here's Microsoft.
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