Microsoft, every mention
11 scenes (said by Stephen Morris), 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
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 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
- ▶ 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.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 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.
- ▶ 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?
- ▶ 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.