Microsoft, every mention
29 scenes (2021), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2021 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
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 13:13 Chris Douvos And I remember putting flight simulator in and waiting two minutes and 40 seconds for that thing to load.
- ▶ 14:15 Bill Trenchard The thing that I learned early on from looking at all those products, and I think I got a sense of, Steve Jobs had this famous saying about Microsoft. 2 times in the scene
- ▶ 18:00 Bill Trenchard Outlook was our model at the time, which was desktop software.
- ▶ 21:01 Chris Douvos So you guys sold to Microsoft. 2 times in the scene
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 23:03 Ian Charles Names like Qualtrics, Microsoft, TIBCO, Blackstone, Appaloosa, Apollo, Fortress, Aries, Bain, really sophisticated people.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 6:13 Chas Cocke My first stock purchases in my young teens were not well researched, not surprisingly, I guess, but included, uh, GE and Microsoft and Cisco systems and a company called Fiocall, which is a defense contractor that made boosters for
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 36:12 Brian Higgins So we used to fax our daily trades to the bookkeeper, and then we kept internally on Excel spreadsheets that I built our positions.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 25:13 Richard Tedlow And the second thing that happened that was important was that Microsoft launched Windows 95.
- ▶ 30:52 Richard Tedlow Steve Ballmer, who was the CEO of Microsoft in twenty-oh seven, thought it was going to fail because since it didn't have a plastic keyboard,
- ▶ 37:17 Richard Tedlow Other companies, Microsoft is famous for vaporware.
- ▶ 44:48 Richard Tedlow But Satya Nadella, who's the CEO of Microsoft, and who is a very interesting individual, has said that we have to be involved in this because if we're not, the future is very much in peril.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 32:24 Jordi Visser Right now, 18% technology without the F-A-A-M-G, but when you add Facebook, Apple, Amazon, Microsoft, Google as a separate group, that's about 23% of the S&P.
- ▶ 46:18 Jordi Visser I don't envision this to be like the tech boom with Facebook, Apple, Amazon, Microsoft, Google, and their ability to dominate the software and, and smartphone world in terms of getting these big things in web too.
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
- ▶ 11:46 Jenny Heller So there was a very long, very robust PowerPoint presentation that they shared with the team that didn't lead to an investment, but that's knowledge that we've now built as a group.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 32:29 Jonathan Lewinsohn So if I want to go buy Microsoft stock, it's pretty easiest to buy and sell Microsoft stock.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 40:19 Jeremy Grantham 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…
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 21:17 Robert F. Smith For instance, you need to migrate a product into AWS or Azure or something of that sort.
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 44:28 Ashby Monk Not like having 40 Excel spreadsheets, but an elegant framework for helping a chief investment officer
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 18:22 Sulaiman Alderbas So we created an Excel sheet for every single line item in the AT.
- ▶ 42:45 Sulaiman Alderbas So when COVID hit, for us here at PIFS, it was a seamless transition because leading up to COVID, we already had the cloud and everyone's active on teams.
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 22:14 Brian Bares I felt like I needed the best opportunity that I could have to, as a, just a single person to underwrite these ideas and feel confident about the work that we were doing and eke out a very perception based upon research that honestly, if I…
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 26:00 Seth Ginns What's really cool is like in the future, we envision they'll get all of the benefits from these blockchains without having to know whether, do you know, if your video service is on AWS or Google cloud or Azure, it doesn't matter to you.
BONUS – Michael Mauboussin on the Decision Education Podcast
- ▶ 33:33 Michael Mauboussin You can, you could do this in Excel very quickly.
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 27:14 Chris Dixon I mean, people say windows, Microsoft missed mobile phones. 4 times in the scene
- ▶ 27:14 Chris Dixon I mean, people say windows, Microsoft missed mobile phones.
- ▶ 31:09 Chris Dixon The information superhighway was Microsoft, Disney, Comcast, which was to have these big centralized systems and you would go buy a box and they would have these video on demand stuff and a bunch of like, it'd be like this little play pen,…
- ▶ 45:45 Chris Dixon Microsoft building the word processor and all these other, you know, that was really what drove a lot of the early PC stuff.
James Clear – Mastering Habits (Capital Allocators, EP.171)
- ▶ 52:10 James Clear I wrote an article about it at one point, but there was this Microsoft executive thing.