Microsoft, every mention

99 scenes (2024), the whole family · ← back to Microsoft

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every year 2024 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

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AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang Dec 11, 2024 · 1 mention

  • ▶ 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 Dec 5, 2024 · 3 mentions

Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job Nov 27, 2024 · 32 mentions

  • ▶ 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 Nov 24, 2024 · 75 mentions

  • ▶ 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 Nov 15, 2024 · 2 mentions

  • ▶ 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 Oct 30, 2024 · 4 mentions

  • ▶ 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 Oct 23, 2024 · 6 mentions

  • ▶ 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 Oct 16, 2024 · 4 mentions

  • ▶ 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 Oct 11, 2024 · 12 mentions

Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For? Sep 13, 2024 · 9 mentions

  • ▶ 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 Sep 5, 2024 · 1 mention

  • ▶ 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 Aug 30, 2024 · 12 mentions

  • ▶ 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 Jul 31, 2024 · 1 mention

  • ▶ 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 Jul 29, 2024 · 1 mention

  • ▶ 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 Jul 24, 2024 · 2 mentions

  • ▶ 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 Jun 26, 2024 · 2 mentions

  • ▶ 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 May 15, 2024 · 15 mentions

  • ▶ 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 May 9, 2024 · 8 mentions

  • ▶ 26:18 Alex Kantrowitz Um, we, we've seen not a big shift from Google to Bing.
  • ▶ 26:48 Alex Kantrowitz I mean, you have like, maybe people are paying 30 dollars a seat for Microsoft Office, or a little bit more for for Google Workspace.
  • ▶ 34:27 Alex Kantrowitz Uh, but yeah, to connect it with the internet, like that's, what's really great about Bing is you can use, or what they call it copilot. 3 times in the scene
  • ▶ 35:53 Alex Kantrowitz It's not like the open AI model where open AI and Microsoft are basically arm in arm. 2 times in the scene
  • ▶ 48:00 Jack Clark I think that they're right to be focused on this in the same way that the internet, like disintermediated, like local software, you know, you, I w you barely ever open up your like Mac or windows PC for local software.

Meta's Generative AI Head: How We Trained Llama 3 Apr 22, 2024 · 1 mention

Kara Swisher Rates Tech Leaders Apr 20, 2024 · 2 mentions

  • ▶ 25:39 Alex Kantrowitz And then in terms of the pattern, I actually think Satya Nadella stands out a bit in that he is more exciting than the previous three, talking about how he wants to make Google dance, really changing the culture of Microsoft, changing the… 2 times in the scene

Why Marissa Mayer Is Betting Big On Consumer Tech Apr 15, 2024 · 6 mentions

  • ▶ 25:47 Marissa Mayer That people were gonna say, oh, I'm choosing between Google or Yahoo or, you know, Microsoft, um, and that there was gonna have to be flavors the same way there is on, like, CBS, ABC, NBC, right, in terms of, like, what shows they would…
  • ▶ 39:38 Alex Kantrowitz Uh, just a, a product that needed to be there to protect the company against the real anti-competitive stuff that Microsoft was doing. 4 times in the scene
  • ▶ 39:58 Alex Kantrowitz So the web would go slower to hold off Google, which challenged everything within Microsoft from office to the operating system.

Yahoo CEO Jim Lanzone: The Web is Still a Great Business Apr 4, 2024 · 7 mentions

  • ▶ 29:11 Jim Lanzone And, um, and so we, we have our Microsoft relationship.
  • ▶ 29:36 Alex Kantrowitz I definitely want to talk about, uh, that search bar right in that partnership with Microsoft. 2 times in the scene
  • ▶ 31:25 Alex Kantrowitz Because I imagine you're, you're evaluating it and you have the right partner in Microsoft.
  • ▶ 50:08 Alex Kantrowitz Are you definitely going to do this with Microsoft or are you thinking about building something on your own? 2 times in the scene
  • ▶ 53:32 Jim Lanzone And we were the only ones to make it through that wasn't Google, you know, Microsoft or Yahoo.

Predicting AI’s Next Advances — With Suhail Doshi Mar 20, 2024 · 12 mentions

Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen Mar 6, 2024 · 1 mention

  • ▶ 53:34 Ryan Petersen Um, but when you say, hey, extract this data from this website and put it into this data format, into this database, or parse this carrier contract, we get these container, uh, these contracts in Excel format with like 20,000 rows and tabs…

NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro Feb 28, 2024 · 1 mention

  • ▶ 14:47 Bryan Catanzaro I don't know if you've, um, interacted with Microsoft co-pilot at all, but, um, it can be really helpful, uh, at least to me when I'm looking at, um, a summary of a meeting and what the, the action items are for everybody at the meeting.

Perplexity CEO Aravind Srinivas: How AI Challenges Google Feb 15, 2024 · 6 mentions

  • ▶ 9:11 Aravind Srinivas Wall Street's gonna get mad and, like, uh, start, start, like, shorting them and buying stocks in, like, Microsoft or, because they, here's the thing, by the way, at one point, uh, if you wanted to invest in AI, you could only invest in… 2 times in the scene
  • ▶ 22:50 Alex Kantrowitz You have far less users and we all know that Google, Microsoft, Bing even use the data that they have to refine their searches and that feedback to help improve the quality of results.
  • ▶ 24:36 Aravind Srinivas So somebody who has access to such an amazing intelligence API, which has been exposed to all the developers in the world through OpenAI and Azure and things like that, can now
  • ▶ 42:14 Aravind Srinivas It's all sorts of, like, Microsoft has Bing Chat, Copilot.
  • ▶ 42:14 Aravind Srinivas It's all sorts of, like, Microsoft has Bing Chat, Copilot.

Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research Jan 24, 2024 · 3 mentions

  • ▶ 21:29 Alex Kantrowitz Uh, Brad Smith from Microsoft has talked about how open AI is the most open.
  • ▶ 33:21 Alex Kantrowitz We've seen some co-pilots from Microsoft, stuff like that, the bots in, in the messaging apps that Meta's creating, but you know, for all the talk of revolution, it seems somewhat like an evolution.
  • ▶ 33:21 Alex Kantrowitz We've seen some co-pilots from Microsoft, stuff like that, the bots in, in the messaging apps that Meta's creating, but you know, for all the talk of revolution, it seems somewhat like an evolution.
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