Microsoft
includes Microsoft Excel, Microsoft PowerPoint, Microsoft 365, Microsoft Outlook, Microsoft Teams, Microsoft Windows, Microsoft Azure, Microsoft Encarta, Microsoft Word, Microsoft Bing, Microsoft Copilot, Microsoft Office and 2 more
22 statements across 16 episodes · 8 bullish · 5 bearish · 17 people on the record · first statement Aug 20, 2018 by Josh Wolfe · said 283 times in 138 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Mason Morfit (23), Chris Dixon (16), Ted Seides (14), Josh Wolfe (14), Morgan Housel (7), Jose Feliciano (6), Chris Douvos (6), Stephen McKeon (5)
tap a year for its mentions
2026 18 mentions in 11 episodes 2 per episode
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- Moat Investing Nuances – Pat Dorsey (EP.509)
- Making Mistakes – Josh Steiner (EP.502)
- Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- 3 more episodes that year, every mention in 2026 →
2025 63 mentions in 15 episodes 4 per episode
- Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Top 5 of 2025: #4: Alex Sacerdote
- David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- Matthew Dicks – Storytelling Mastery (EP.477)
- Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
- Year in Review 2025 (EP.478)
- 7 more episodes that year, every mention in 2025 →
2024 30 mentions in 19 episodes 2 per episode
- Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- Year in Review 2024 (EP.424)
- Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
- Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- 11 more episodes that year, every mention in 2024 →
2023 34 mentions in 21 episodes 2 per episode
- José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
- Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- Gary Sernovitz - Inside the CIO Seat (EP.357)
- Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
- Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
- 13 more episodes that year, every mention in 2023 →
2022 38 mentions in 18 episodes 2 per episode
- Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
- Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- 10 more episodes that year, every mention in 2022 →
2021 34 mentions in 18 episodes 2 per episode
- Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- 10 more episodes that year, every mention in 2021 →
2020 24 mentions in 11 episodes 2 per episode
- Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
- Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- 3 more episodes that year, every mention in 2020 →
2019 24 mentions in 14 episodes 2 per episode
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
- Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
- 6 more episodes that year, every mention in 2019 →
2018 14 mentions in 7 episodes 2 per episode
- Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
- Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- every mention in 2018, scene by scene →
2017 4 mentions in 4 episodes 1 per episode
Everything said about Microsoft, oldest first
Aug 20, 2018
Sep 17, 2018 neutral
McKeon: For-profit corporations struggle to establish widely adopted industry standards
“It's very hard for sort of a for-profit corporation to create a standard that's gonna be widely adopted, because, of course, everyone knows that a lot of value is going to accrue to that corporation, and so you get all these sort of strategic forces that preve…”
Jan 11, 2021 positive
Jul 8, 2021
Grantham: GMO held Microsoft in value fund until exiting by June 2000
“Our claim to fame in our first quant funds is that we owned Microsoft in our value stream in the top decile of value from the day it appeared as a stock that met our size limit until late 99, when it finally got overpriced enough that it drifted into decile tw…”
Nov 15, 2021 neutral
Jan 10, 2022 neutral
Sep 19, 2022 bearish
Harris: Cybersecurity investments will lose more money than they make
“There's a lot of money going into cyber. I think cyber is going to be very difficult. I think a lot more money will be lost than made because you always have to ask yourself the question, what's stopping Microsoft from coming in and walking over XYZ company.”
Jul 17, 2023
Klarman: Baupost told brokers to bring illiquid stakes, not mainstream stocks
“We'd say, look, you don't need to come by, but if you guys ever see on your desk a bond that you've never heard of, or a stock you've never heard of, or a shareholder in a business that wants to move it quickly, we're your call. So don't call us with IBM Insig…”
Oct 16, 2023 bullish
Jan 11, 2024 positive
Jan 25, 2024 positive
Vieth: Overhaul tracks high-value cargo for Apple, Dell, and Pfizer
“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”
May 20, 2024 positive
Active ETF Structures Defer Capital Gains Taxes for Fund Investors
“The brilliance of the ETF structure led by Vanguard is create a structure that we can own Microsoft. We don't, but we can own Microsoft and Toga. It can double. We could sell Microsoft and the owners of Toga won't pay the capital gains tax until they sell thei…”
Sep 29, 2025 neutral
Hale: Strong franchises tolerate capital misallocation for a decade; commodity businesses bankrupt
“If you're a steel company or an airliner and you're in some commodity industry and you misallocate capital for 10 years, you go bankrupt. Someone takes you over. If you're Microsoft, if you're Adobe, if you have a very strong franchise and you don't necessaril…”
Sep 29, 2025 positive
Sep 29, 2025 negative
Morfit: Shifting software capital allocation beats fixing industrial manufacturing costs
“It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65. Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have an…”
Sep 29, 2025 negative
Morfit: Microsoft burned $4B to $6B annually chasing Apple and Google
“We could deduce that there was massive amounts of costs and losses being poured into these hardware initiatives. To the tune of four or five, six billion dollars a year that might be better spent driving Office three 65 in Azure instead of trying to chase the …”
Sep 29, 2025
Dec 15, 2025
Mar 12, 2026 positive
Jun 8, 2026 bearish
Jain: Over half of hyperscaler backlog stems from OpenAI and Anthropic
“Now we're getting more clarity that more than half of the backlog, hence probably the revenue too,
Is coming from basically anthropic slash open AI.
If you look at Google and Microsoft is more than half open AI.
Amazon is more than half.
So they invest with op…”
Jun 8, 2026 bearish