Microsoft, every mention
220 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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
Is The Future Customer Experience AI Talking To AI? — With Tony Bates
- ▶ 17:06 Tony Bates We haven't had our Windows moment, and I don't think that it's necessarily going to be a Windows interface, but typing into a chatbot or talking into a chatbot, which is fundamentally where we are today, is pretty rudimentary. 2 times in the scene
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 16:13 M.G. Siegler Remember Microsoft made the Surface Duo?
- ▶ 34:02 M.G. Siegler How Apple also deals with the marketing here will be fascinating because of course, when they've been asked about this ad nauseum over the past several years with lots of windows, uh, you know, units on the market, uh, touch screen…
- ▶ 40:10 M.G. Siegler Like, you know, when you're talking about that, I'm again, thinking through, and we've talked previously about when, um, Microsoft transitioned from Balmer to Nadella. 2 times in the scene
- ▶ 40:17 M.G. Siegler And, um, you know, one of the first moves that Nadella did was introduce, um, office for iPad.
- ▶ 48:49 M.G. Siegler And it also feels like that's a bit how Microsoft has played it, right? 3 times in the scene
- ▶ 49:27 M.G. Siegler They don't, they don't necessarily care what you use as long as you're using it on Azure, their cloud offering.
- ▶ 53:44 M.G. Siegler Uh, OpenAI, as, as noted, no longer has the AGI clause with Microsoft, so they can, they can sort of do whatever they want now, and just declare AGI here, here, or there, and it doesn't, doesn't impact anything beyond, uh, public…
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.
- ▶ 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
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- ▶ 27:38 Matthew Prince More than four times as much as Anthropic, more than five times as much as Microsoft.
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.
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 26:44 Paul Kedrosky That's not at all appealing to me any more than it would have been because we heard these same arguments way back in the go-go days of Microsoft. 5 times in the scene
- ▶ 26:51 Paul Kedrosky Long ago, whenever Microsoft first launched Windows and some of the early operating systems were coming out, one of the things that happened was people built applications on top of the operating system.
- ▶ 50:27 Paul Kedrosky And if these things are truly capex intensive, much like the, you know, the railroads are much like utilities, as I've argued, and we see this already in, in Microsoft and some of the other hyperscalers, then there's a re-rating required.
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
- ▶ 26:03 M.G. Siegler You know, I, I'm entering in with a blank slate, and I'm going to look, revisit everything, and, and there's, you know, there's no sacred cows, and, and we will look at everything from first principles and whatnot, and, and, you know,…
- ▶ 26:03 M.G. Siegler You know, I, I'm entering in with a blank slate, and I'm going to look, revisit everything, and, and there's, you know, there's no sacred cows, and, and we will look at everything from first principles and whatnot, and, and, you know,…
- ▶ 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
- ▶ 38:29 M.G. Siegler And, and Michael Burry, uh, you know, famously from Big Short has sort of talked about this as a reason why he's shorting a lot of these companies, because he believes that they're sort of doing funny money, funny math on, on a lot of…
- ▶ 39:57 Alex Kantrowitz Uh, 82% from Google, um, thirty-something percent from AWS, uh, 43% from Azure.
- ▶ 41:00 M.G. Siegler It's, it's related to, you know, that they don't have a cloud, you know, whereas the other players do, but Microsoft, as we just talked about hit, you know, had an all time surge and Amazon had a massive surge too. 7 times in the scene
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 7:08 David Cahn There's cloud infrastructure, AWS, Azure, GCP, about a five hundred billion dollar market.
- ▶ 11:25 David Cahn You know, AI is moving so fast that I feel like we sometimes it's like people can't remember what happened less than two weeks ago, but if you rewind back to January, 20, 25, which feels like forever ago, you know, Microsoft and Amazon… 2 times in the scene
- ▶ 14:53 David Cahn And so we sort of pair that back into some, oh, there's going to be some ROI, you know, Microsoft's going to announce earnings. 2 times in the scene
- ▶ 14:59 David Cahn They're going to announce Azure incrementality of X or X plus two percent. 2 times in the scene
- ▶ 17:41 David Cahn And so just this idea, I think in an Excel spreadsheet or in a chart, it's easy to show exponential scaling, but then in the physical world, exponential scaling is very challenging.
- ▶ 26:00 David Cahn We'll get into Google is maybe one race, Microsoft is another race, but like, what are your intrinsic abilities and intrinsic capabilities?
- ▶ 30:59 David Cahn And so, of course, Microsoft is going to bet on commoditization, because based on Microsoft's strategic position, that is a good bet worth making. 3 times in the scene
- ▶ 39:37 unnamed speaker I'm in this like game theory with Amazon, Microsoft,
- ▶ 48:19 Alex Kantrowitz So here's mine for Microsoft. 7 times in the scene
- ▶ 51:37 David Cahn Their cloud business does seem to be like losing share to Azure and Google over time. 2 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.
- ▶ 43:05 Reed Albergotti I went down to Microsoft AI not too long ago and talked to him about their models and they're, they're building these, these frontier.
- ▶ 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
How China Caught U.S. AI — With Grace Shao
- ▶ 20:21 Grace Shao That's what the Microsoft CEO said, right?
How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
- ▶ 2:36 Snehal Antani Uh, an expert human hacker, pen tester, uh, will click on deception, fake AWS credentials, fake Azure tokens, fake database dump files, other decoys that defenders will place out there to catch the bad guy.
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.
- ▶ 17:02 Ranjan Roy And again, Microsoft is not doing this. 2 times in the scene
- ▶ 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
- ▶ 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
- ▶ 59:49 Alex Kantrowitz Let's see what Microsoft says on CapEx.
OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- ▶ 35:48 Alex Stamos It's like Azure or something.
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.
Inside The Rise of Physical AI — With Amir Khoshniyati
- ▶ 2:10 Amir Khoshniyati And you may have seen in Microsoft's pitches, in some of the phones they were launching, in tablets they were launching, it was mobile first, cloud first.
AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware
- ▶ 19:14 Jürgen Schmidhuber So, zombie unicorns they are called, and, um, if you look at the most visible companies like Anthropic and OpenAI, um, you know, they are, they are spending so much money on, on all that stuff, and if you look at Google and Microsoft, you… 2 times in the scene
Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
- ▶ 2:02 Max Cherney Um, Microsoft, Amazon, et cetera, have been making big cat back spats, as I think everybody in this room knows.
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.
- ▶ 20:16 M.G. Siegler So who knows, like who's, who's building what these days, but I feel like that I have less faith that Google can do it because they have all sorts of sort of product issues when they roll something out great technical capabilities, but…
- ▶ 45:15 M.G. Siegler And I think, um, you know, in some ways it sounds like Microsoft is, is sort of, 7 times in the scene
- ▶ 47:25 M.G. Siegler I think what he's doing is basically trying to read the room and, you know, take the pulse of where things are going and saying like, again, enterprises, he sees all the headlines and, and knows certainly from Azure and everything that…
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?
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…
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…
- ▶ 43:26 Max Cherney Microsoft, Amazon, et cetera, have been making big cat back spats, as I think everybody in this room knows.
- ▶ 3:36:19 Alex Kantrowitz And is it weird to be competing with Microsoft now?
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
- ▶ 10:25 Ara Kharazian Unsurprisingly, it was also backed by Microsoft.
Meta' Secret Plan To Kill The Smartphone — With Alex Himel
- ▶ 47:55 Alex Himel I think Microsoft has an app that you can use for that.
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.
- ▶ 48:16 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
- ▶ 48:49 Alex Kantrowitz I mean, they, they have, like you said, they have Office, they have access to OpenAI's IP.
- ▶ 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.
- ▶ 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
- ▶ 9:20 M.G. Siegler But again, to me, stepping back, it just looks like a lot of these companies, Microsoft, Google, OpenAI even, 2 times in the scene
- ▶ 40:41 M.G. Siegler Whereas like they can't integrate as well and as quickly as you can, because they have all this legacy stuff and that's how, you know, Microsoft's of the world get disrupted and yada, yada.
- ▶ 53:18 M.G. Siegler But again, think back to when Satya Nadella took over at Microsoft, right?
- ▶ 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
- ▶ 30:06 Ranjan Roy They recognize it as Azure revenue.
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
The Right Way To Build AI Agents — With NVIDIA's Adel El Hallak and ServiceNow's Joe Davis
- ▶ 7:17 Joe Davis There's teams and slack channels that you have to manage.
- ▶ 21:08 Adel El Hallak Okay, I got to go find Adel's calendar and his exchange.
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
- ▶ 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.
- ▶ 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
- ▶ 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
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