Microsoft, every mention
310 scenes (2025), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2025 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
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.
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 21:36 Reed Albergotti So it was Microsoft, but like Google seems to be just ahead there.
- ▶ 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
- ▶ 32:05 Reed Albergotti Their whole, I mean, we just had a really smart story, I think by one, one of my colleagues about Excel and how they just recently raised their prices on Excel. 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
- ▶ 8:47 Jim Cramer Web services go to one, 23% growth, and we need to see the real growth of Azure, which I think is overstated. 2 times in the scene
- ▶ 15:23 Alex Kantrowitz Here's Microsoft.
- ▶ 15:28 Jim Cramer Hey, how was the copilot when you were jumping out of the plane, huh?
- ▶ 15:58 Alex Kantrowitz My hot take is, uh, Azure is a freight train that only OpenAI can derail.
- ▶ 28:39 Jim Cramer It'll be like, it'll be like teams. 2 times in the scene
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
- ▶ 0:05 Alex Kantrowitz Google has a new speedy model and co-pilot hits turbulence. 2 times in the scene
- ▶ 0:35 Alex Kantrowitz We're also gonna talk briefly about Google's new speedy model, and whether that's another threat to OpenAI, and also there's some turbulence inside the co-pilot operation that Microsoft, well, not really inside, just basically when it…
- ▶ 9:42 Ranjan Roy Um, remember we were, we were bing boys back in the day, and then, uh, Bard, and.
- ▶ 14:21 Alex Kantrowitz Like you're not just going to upload all your numbers, uh, like you would to an Excel spreadsheet.
- ▶ 34:57 Alex Kantrowitz Let's take a break and then we're going to come back with a very short segment about, um, this Gemini three flash model that Google has and maybe a bit about co-pilot.
- ▶ 37:17 Alex Kantrowitz and I have been texting about the problems that people have been having with, uh, with Microsoft co-pilot. 13 times in the scene
- ▶ 37:17 Alex Kantrowitz and I have been texting about the problems that people have been having with, uh, with Microsoft co-pilot. 5 times in the scene
- ▶ 38:21 Alex Kantrowitz Um, I am someone who is actively using the AI features across Google, Android, and Microsoft Windows on a day-to-day basis, and the delta between the two companies is growing wider.
- ▶ 38:34 Alex Kantrowitz Three 65 doesn't even have the capability to schedule a calendar event.
- ▶ 38:39 Alex Kantrowitz With natural language in the Outlook mobile app, or even provide something basic as clickable links in some cases.
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 10:27 Alex Kantrowitz Uh, when Chachaputi came out initially, I think it was Bendig Devins that suggested you might not want to put AI in Excel. 2 times in the scene
- ▶ 23:01 Sam Altman There's make a PowerPoint.
- ▶ 48:45 Alex Kantrowitz At my company, we're moving off Azure and directly integrating with OpenAI to power our AI experiences in the product. 2 times in the scene
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…
- ▶ 16:16 Alex Kantrowitz And I think that they've been sprinkling some fairy dust on the, uh, on an Excel spreadsheet and hoping that gets them there.
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
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 15:19 M.G. Siegler And so Google tries, Microsoft tries, all of these companies try and no one can sort of hold a candle to Apple when it comes to certainly consumer hardware, but you could argue hardware in general, like at businesses, you know, lots, so…
- ▶ 35:28 Alex Kantrowitz Microsoft has played that role for a long time. 8 times in the scene
- ▶ 44:06 M.G. Siegler Uh, you know, the other players, uh, Microsoft, to your point about OpenAI, 3 times in the scene
- ▶ 47:41 Alex Kantrowitz Dichotomy here, the sort of, or the open AI cinematic universe where you have like open AI and Microsoft and Oracle or the Google universe where you have, you know, I don't know, and some others. 3 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
- ▶ 17:04 Alex Kantrowitz Their, their new model, which is going to feel like, you know, maybe a little bit warmer, like Gemini three is supposed to, and a tiny bit smarter when you chat with it and not very different in everyday use case, uh, from let's say a GPT…
- ▶ 18:54 Alex Kantrowitz Um, and, and Google, like to be able to go from where it was, which was like on the sale rack, uh, um, in terms of stock price in January to where it is today, which is like, again, three, you know, surpassing Microsoft, you know, a big…
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
- ▶ 31:27 Sir Nick Clegg I just kind of think they're locked in a thing where it says, yeah, we don't know where this is going to go, but we, we know one thing for sure.
- ▶ 44:52 Alex Kantrowitz The president of Microsoft. 3 times in the scene
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 3:45 Gil Luria That's, there's a lot of healthy behavior around that capability, and the healthy behavior are reasonable, thoughtful business leaders like the ones at Microsoft, Amazon, and Google that are making sound investments in growing the capacity…
- ▶ 9:54 Gil Luria They also promised Microsoft two hundred billion, Amazon thirty eight billion, CoreWeave twenty five billion.
- ▶ 21:11 Gil Luria And these accounts spent time three to five years ago with companies like Microsoft and Amazon and said, you know what, based on where the technology is now, we're looking at these chips and it looks to us like they can generate revenue… 3 times in the scene
- ▶ 27:08 Gil Luria And again, even if you took out the bad players that are lending, that are borrowing money to build data centers, you still have Amazon, Microsoft, Google, Meta, Elon using cash flow to build data centers.
- ▶ 30:35 Alex Kantrowitz He's talking about, as these depreciation costs can even hit the companies like the Microsoft's that aren't taking on a tremendous amount of debt to do this. 3 times in the scene
- ▶ 38:23 Alex Kantrowitz Quarterly profits soared at NVIDIA, Alphabet, Amazon, and Microsoft is AI revenue-related stored in. 16 times in the scene
- ▶ 39:53 Gil Luria So first of all, OpenAI is a really big part of Microsoft Azure growth, and Microsoft Azure is the most important business within Microsoft. 4 times in the scene
- ▶ 40:52 Gil Luria And, and, and oh, by the way, your, your Microsoft three 65 license is going to go up because you're going to use Copilot.
- ▶ 40:52 Gil Luria And, and, and oh, by the way, your, your Microsoft three 65 license is going to go up because you're going to use Copilot.
- ▶ 45:46 Alex Kantrowitz And that's why the market freaked out when Meta, uh, I guess, uh, was taking on this debt and increasing its capex because it's harder to see that direct line of it's going to be okay if you're a company like Meta versus a company like…
- ▶ 51:04 Gil Luria It's meta, it's Google, it's Microsoft, it's Amazon. 5 times in the scene
- ▶ 55:47 Alex Kantrowitz Mustafa Suleiman, CEO of Microsoft AI, was on this show earlier this week. 2 times in the scene
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
- ▶ 0:00 Alex Kantrowitz Microsoft's AI CEO returns to explain why the company is now pushing for super intelligence, what that means, and how Microsoft is moving forward after its latest OpenAI deal. 4 times in the scene
- ▶ 0:20 Alex Kantrowitz Today, we're joined once again by Mustafa Suleiman, the CEO of Microsoft AI, and also the head of the company's new super intelligence team, who is here to speak with us about what that means, what super intelligence is, but more broadly,…
- ▶ 0:50 Alex Kantrowitz And so recently you wrote this post about a new push towards what you call humanist super intelligence at Microsoft.
- ▶ 14:10 Mustafa Suleyman Um, we're not power constrained, at least from the Microsoft AI perspective on training chips.
- ▶ 14:21 Mustafa Suleyman So obviously Copilot is inference constrained and desperately needs more chips to scale.
- ▶ 14:26 Mustafa Suleyman And so does M three, six, five and our other products.
- ▶ 24:06 Alex Kantrowitz He is the CEO of Microsoft AI. 4 times in the scene
- ▶ 24:39 Alex Kantrowitz Mustafa, is it a coincidence that Microsoft just came to this agreement with OpenAI that you could go ahead and attempt to build AGI on your own that you've now decided, hmm, let's go ahead and start a super intelligence team, or is that… 6 times in the scene
- ▶ 28:02 Mustafa Suleyman So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack
- ▶ 28:02 Mustafa Suleyman So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack
- ▶ 29:43 Alex Kantrowitz Um, I think his idea is if Meta builds it, then Microsoft will build it, and OpenAI will build it, and we've seen very, like, um, fast follows in many of these labs after they come up with a state-of-the-art model, and so the question is, 5 times in the scene
- ▶ 33:01 Mustafa Suleyman And that means that, you know, good integrations inside of M.
- ▶ 33:09 Mustafa Suleyman Um, we have copilot deploying on LinkedIn, copilot in gaming. 3 times in the scene
- ▶ 34:59 Mustafa Suleyman Um, like we just released in Copilot something called Real Talk last week, and it's really cool. 2 times in the scene
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 12:21 Alex Kantrowitz Nvidia and AMD and Oracle and Microsoft to some degree.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 1:07 Alex Kantrowitz We ended with this big deal between OpenAI and Microsoft. 4 times in the scene
- ▶ 15:44 Alex Kantrowitz And then the other thing is, all of the value that OpenAI has accrued, well, unless maybe you're a holder of NVIDIA or Microsoft, has happened on the private market. 7 times in the scene
- ▶ 19:48 M.G. Siegler That stake, uh, you know, not to say that they would do it in one fell swoop, but remember Microsoft owned a pretty good chunk of Facebook when it went public, um, because of a deal that they had done, the Steve Ballmer deal, one of his,…
- ▶ 27:22 Alex Kantrowitz A company that might be the next Amazon or Microsoft with the AI cloud division, a company that might be the next Apple with a device built for the future, uh, and the company that might be the next Facebook with these AI, uh, social media…
- ▶ 32:05 M.G. Siegler It's, it's, it's meta, as we've talked about, it's Google, it's Microsoft, it's all these Neo clouds, it's Oracle. 3 times in the scene
- ▶ 40:16 M.G. Siegler Um, and what if, you know, something else comes in like Google and Microsoft and all of them are still, are working on quantum computing, right? 3 times in the scene
- ▶ 45:55 M.G. Siegler And we'll see, um, you know, Microsoft doesn't do this.
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 0:00 Alex Kantrowitz Microsoft and OpenAI have met and signed a peace treaty, so this entire generative AI business can move forward. 2 times in the scene
- ▶ 1:40 Alex Kantrowitz But first, I think the biggest story of the week and really the biggest story of the quarter, if you ask me, maybe this entire half of the year is the fact that OpenAI and Microsoft have a deal. 18 times in the scene
- ▶ 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
- ▶ 10:49 Alex Kantrowitz And now clearly the upside will be handed to Microsoft and the investors. 8 times in the scene
- ▶ 15:21 Alex Kantrowitz And OpenAI will continue to have the exclusive rights to resell, oh, I think it's, um, yeah, and OpenAI will continue to have the exclusive rights to resell OpenAI's models on its Azure cloud service until AGI is reached.
- ▶ 28:33 Alex Kantrowitz It is interesting, like, they are building with the support of the AI clouds that enable huge businesses, uh, NVIDIA, Oracle, and Microsoft. 4 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…
- ▶ 32:02 Alex Kantrowitz We went through the Microsoft and OpenAI agreement and Sam Altman's big plan for the future of OpenAI.
- ▶ 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
Medium CEO Tony Stubblebine: Here's How Writing Evolves In The AI Era
- ▶ 13:06 Alex Kantrowitz And they, they do it so they can, you know, instead of having a PowerPoint where your ideas are disconnected, you, you write it down.
AI Agents: Hype or Hope
- ▶ 7:53 Eric Kelleher You can think about that if you're in Office three 65 or Google workplace.
OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- ▶ 0:59 Alex Kantrowitz Miko as in Microsoft co-pilot, Miko.
- ▶ 0:59 Alex Kantrowitz Miko as in Microsoft co-pilot, Miko.
- ▶ 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.
- ▶ 1:00:09 Alex Kantrowitz Microsoft resurrects Clippy back from the dead after 21 years, and the internet is wilding. 5 times in the scene
- ▶ 1:00:15 Alex Kantrowitz Um, so, basically, if you use Myco, which is, it's interesting, it's this animated face, uh, from Copilot.
Amazon's Panos Panay: The Reality of Building Alexa Plus and AI Assistants
- ▶ 34:34 Alex Kantrowitz At Microsoft.
Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
- ▶ 26:07 unnamed speaker Maybe a co-pilot is the least sexy of the chatbots, I'm guessing. 2 times in the scene
- ▶ 26:17 unnamed speaker And your Microsoft suite just.
- ▶ 27:02 unnamed speaker Like where we, we've been hopping around from, uh, the Bing back in the day, a little Gemini on the side.
- ▶ 52:31 Alex Kantrowitz Well, that's where the Gemini or the co-pilot summaries.
Where Are The AI Startups? — With Rick Heitzmann
- ▶ 25:59 Rick Heitzman Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. 3 times in the scene
Is the AI Boom About to Break Security? — With Grady Summers, CEO of Netwrix
- ▶ 16:39 Grady Summers And I mean, gosh, you just years ago was Mac office macros that are being abused and that sort of thing.
- ▶ 28:03 Grady Summers Whether it's, it's your outlook copilot or your Gmail already to these bots.
- ▶ 28:03 Grady Summers Whether it's, it's your outlook copilot or your Gmail already to these bots.
Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
- ▶ 8:19 Alex Kantrowitz Chatting with your Excel spreadsheet. 3 times in the scene
- ▶ 10:54 Parker Harris If it's reaching out over to SAP, it's leveraging the security model of SAP, security model of G suite or office three 65 and bringing it together.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 3:15 Alex Kantrowitz There's a version of the world, and this is the version that Microsoft and Amazon increasingly seem to be pursuing, where the next frontier is AI adoption. 2 times in the scene
- ▶ 10:20 Ranjan Roy Kind of in that Microsoft and Amazon camp
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