Microsoft, every mention
11 scenes (said by Josh Wolfe), the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Mason Morfit 23Chris Dixon 16Ted Seides 14Josh Wolfe 14Morgan Housel 7Jose Feliciano 6Chris Douvos 6Stephen McKeon 5Rob Hale 5Ben Gilbert 5
Verbatim, from the transcripts: the passages where Microsoft comes up
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 39:34 Josh Wolfe Google can Microsoft these large language model players, and the presumptive revenue growth at OpenAI and Anthropic, et cetera, would get hit 2 times in the scene
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 43:29 Josh Wolfe Then they pay Microsoft two dollars, so they're losing money, 50% negative margins. 2 times in the scene
- ▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…
- ▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 25:41 Josh Wolfe Recruiting away from Microsoft and Amazon and elsewhere and Facebook Reality Labs, that's now Meta Reality Labs.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 29:39 Josh Wolfe Like Kinect from Microsoft Xbox or Leap Motion, and we felt that the next logical thing would be not visually detecting what you were doing, but actually picking up the signal off of your own body. 2 times in the scene