Microsoft, every mention
20 scenes (2019), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2019 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
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 8:28 Anne Martin Over my summer at business school, I actually worked for Microsoft.
- ▶ 22:18 Anne Martin There were a lot of Excel spreadsheets with our historical performance, none of which I was certain didn't have fat finger errors in them.
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 1:02:44 Ash Fontana Don't get me wrong, like, DeepMind is an amazing institution, and Google has a huge amount of talent, and so does Amazon and Facebook and Microsoft and whatnot.
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 12:28 Scott Kupor And so the time it takes obviously to give them the feedback and allow them to fix it in a way that makes sense versus you just basically going into the Excel model and changing it.
- ▶ 18:50 Scott Kupor So we were part of the group that bought Skype out of eBay, and then that got sold about 18 months later to Microsoft.
- ▶ 26:16 Scott Kupor They might have a PowerPoint.
- ▶ 41:25 Scott Kupor I think the implications of that are, number one, what it means is there's a huge amount of money that used to be in the public markets that's now looking for appreciation in the private markets, because when these companies go public,…
- ▶ 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
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)
- ▶ 11:07 Sam Sicilia Term, and you had the CEO literally firing up Excel, building their own models, and they had recognized that the time had come to consider bringing in some expertise.
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 45:46 Patrick O'Shaughnessy So it's not just VC and startup, but big public technology companies like Microsoft and Google and Amazon and asking whether or not we can apply those principles to a very simple old school asset management business.
- ▶ 49:31 Patrick O'Shaughnessy So like I've talked to executives from Microsoft and Amazon and all these places who just are interested in talking about this. 2 times in the scene
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 22:00 Michael Mauboussin Bill Gates, when he was CEO of Microsoft, used to carry around a list of priorities for the organization. 2 times in the scene
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 23:26 Matt Levine Another thing you can do, by the way, is like, if a company default, if like Microsoft did that, which they wouldn't, but if they did that, CDS wouldn't pay out very much because their bonds are not distressed, and like the CDS pays out…
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 29:57 Jordi Visser One of the major reasons was because we had this shift to where these mega companies, Apple, Amazon, Facebook, Netflix, Microsoft, all of them dominated from the oh eight period.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 13:12 Matt Botein And I had done strategy consultant Excel, which is a different language.
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:08:36 Chris Ailman Well, it turns out there were, the Sandy Hook principles, but nobody had really picked them up and done stuff, and so I went through, I'll show my age here, I went through my Rolodex, I went through my Outlook file,
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 23:01 Donna Snider Some like a rigorous Excel analysis. 2 times in the scene