Microsoft, every mention
57 scenes (said by Ranjan Roy), 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
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
- ▶ 5:32 Ranjan Roy I love that the test of AGI in the end is gonna be, can you actually book a restaurant table or create a good PowerPoint deck?
- ▶ 9:11 Ranjan Roy Every contractual obligation around the term AGI, and mainly the Microsoft one, does not exist anymore now.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 17:02 Ranjan Roy And again, Microsoft is not doing this. 2 times in the scene
- ▶ 42:08 Ranjan Roy Yeah, I think big tech companies and just imagine, you know, Amazon and Microsoft on stage with a smile on his face or John Ternus as per our Ternus fanfic from last week on stage, acquired open AI for far less than the value of even their… 2 times in the scene
Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- ▶ 41:23 Ranjan Roy It's, it, you can come up with the story behind it, but when you just kept seeing it climb, it got to, like, two 15, I think, 215, uh, near the highs, and then it's, like, surpassing Amazon, surpassing Meta, closing in on Microsoft, I…
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 48:16 Ranjan Roy Every, everyone has co-pilot, the tens of millions, hundreds, millions of people, whatever it is, like, if they figure it out, it's interesting. 2 times in the scene
- ▶ 49:34 Ranjan Roy Like, they have this new thing, Microsoft IQ, but there's also Work IQ, then there's Fabric IQ, then there's Foundry IQ, then there's Web IQ.
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 30:06 Ranjan Roy They recognize it as Azure revenue.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 6:11 Ranjan Roy You just possibly came up with the greatest ridiculous branding for the entire Microsoft office suite, which is the best damn business applications in the world. 2 times in the scene
- ▶ 7:25 Ranjan Roy Remember Bing? 6 times in the scene
- ▶ 10:35 Ranjan Roy Microsoft had the technology, and instead there's Copilot, Copilot Studio, GitHub Copilot.
- ▶ 17:08 Ranjan Roy I think he has a point in terms of just being deeply entrenched, but I do think the risk Microsoft faces here is again, like there's been plenty of reporting around customers, especially like the AI offerings within co-pilot not converting… 2 times in the scene
- ▶ 17:28 Ranjan Roy Again, Azure's growth is definitely kind of protecting them in the transition period, but
- ▶ 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.
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?
- ▶ 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.
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.
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…
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 31:01 Ranjan Roy They basically just did what already clawed in Excel or anything like, 2 times in the scene
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
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 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 & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 16:29 Ranjan Roy So you have like Microsoft, Google on enterprise, Google at consumer as well, meta consumer as well.
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
- ▶ 9:42 Ranjan Roy Um, remember we were, we were bing boys back in the day, and then, uh, Bard, and.
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 7:05 Ranjan Roy How did Microsoft enterprise first from the beginning and then kind of working their way towards some kind of consumer applications, Google going in the opposite way, having just a massive consumer business and then building Google cloud…
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 8:44 Ranjan Roy Now, anytime, I remember, like, using a friend's Windows computer, and I had not touched Windows in a long time, and I was like, oh, wait, this is actually, 2 times in the scene
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 3:21 Ranjan Roy No, no, it's a big deal, because when you think about Anthropic, you think about Microsoft, you think about Meta, OpenAI from just a pure kind of, like, model sexiness, that's my benchmark of choice, I don't know how it's calculated, but… 3 times in the scene
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 5:26 Ranjan Roy So, so there's a long time that whatever open AI makes Microsoft still has access to, but I also loved that the deal has open AI committing to purchase an additional two hundred fifty billion dollars worth of Azure cloud computing services. 6 times in the scene
- ▶ 29:14 Ranjan Roy That is kind of a dig at Microsoft, and Google, and Oracle even, and saying, like, you know, your big Azure business that just grew 39% year on year, and is at the, the growth engine of your entire business, is he saying that OpenAI is…
- ▶ 45:04 Ranjan Roy Whereas Microsoft and Google, it was almost a show of strength to kind of continue that story on capex spending. 2 times in the scene
OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- ▶ 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.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 10:20 Ranjan Roy Kind of in that Microsoft and Amazon camp
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.
$100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
- ▶ 39:55 Ranjan Roy I feel a lot of these stories end up, uh, like, but back in the Bing days when Kevin Roos was told to divorce his wife in like the long ago days of AI yesteryear, I feel Claude's been making the rounds more on these, uh, kind of amazing…
OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- ▶ 8:36 Ranjan Roy Like right now, even Microsoft co-pilot across the entire, like, three 65 ecosystem competes very directly with ChatGPT Enterprise.
- ▶ 45:23 Ranjan Roy Canceled the Microsoft OpenAI contract.
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 22:14 Ranjan Roy That's like Microsoft Office back in the day.
Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- ▶ 12:26 Ranjan Roy I mean, others in the community, and it was, you know, it's at the center of the contract between OpenAI and Microsoft, but, uh, like, no one, the fact that it's never been defined as to what it means, it's almost silly that trying to… 3 times in the scene
- ▶ 19:52 Ranjan Roy I also do like the idea that in a court of law, Sam Altman saying, if you squint, you'll see AGI and nullifying the entire Microsoft leverage over them, but I, uh.
- ▶ 23:44 Ranjan Roy Contractual relationship with Microsoft, but is there anything else really?
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?
OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- ▶ 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…
- ▶ 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
- ▶ 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
Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- ▶ 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.