Microsoft, every mention
10 scenes (said by Ted Seides), 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
Year in Review 2025 (EP.478)
- ▶ 34:54 Ted Seides Most people track it on an Excel spreadsheet.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 1:28 Ted Seides Mason helped launch the firm and has driven many of its successful investments, including the turnaround of Microsoft in 2013.
Year in Review 2024 (EP.424)
- ▶ 29:19 Ted Seides And so that went from an Excel spreadsheet to an unwieldy Excel spreadsheet. 2 times in the scene
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
- ▶ 2:08 Ted Seides And by the way, we both know that 15 minutes would turn into a half hour, because that's the minimum time block available in Outlook's calendar.
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- ▶ 5:45 Ted Seides And by the way, we both know that 15 minutes would turn into a half hour, because that's the minimum time block available in Outlook's calendar.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 38:52 Ted Seides I'd love to walk me through an example, and the one that's coming into my head is the Activision Microsoft deal where you have US regulatory of the UK and EU. 3 times in the scene
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 22:02 Ted Seides As you're walking through this, I'm hearing this resonance that I saw in the public markets for a long time, which was some form of wage inflation, meaning the engineers are getting paid a million bucks to be at Microsoft, but Microsoft…
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 49:12 Ted Seides So your sovereign wealth fund might be financial returns, and then you see, oh, Microsoft's gonna invest, and there's this notion that all of the companies that SoftBank banks will shift their cloud services to Microsoft. 2 times in the scene
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
- ▶ 21:37 Ted Seides And were you using just hardcore Excel in front of a computer?
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 53:28 Ted Seides They buy Microsoft.