Microsoft, every mention
31 scenes (2022), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2022 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
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 25:51 Sachin Khajuria Microsoft, Alphabet, Google, etc.
- ▶ 45:58 Sachin Khajuria Who's the Microsoft of distressed?
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
- ▶ 55:50 Michael Rees At an early age or early part of my career, I thought everything came out of Excel. 2 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 14:53 Louis-Vincent Gave They're returning capital to shareholders like Microsoft and Apple were 10 years ago.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 34:40 Jon Harris 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.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 26:58 Avichal Garg In PC land, you would have seen Windows all the way on the left.
- ▶ 41:20 Avichal Garg She was CTO and she worked on search at Microsoft.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 40:26 Ashvin Chhabra My view was, give me any large cap stock, JP Morgan, Merrill Lynch, IBM, Microsoft, I still don't know what I'm investing in.
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 14:14 Chris Dixon And like Excel and Word are still very popular products after 40 years.
- ▶ 14:14 Chris Dixon And like Excel and Word are still very popular products after 40 years.
- ▶ 22:04 Chris Dixon So I think the most popular was Encarta, which was created by Microsoft.
- ▶ 22:04 Chris Dixon So I think the most popular was Encarta, which was created by Microsoft. 4 times in the scene
- ▶ 47:17 Chris Dixon There is also sometimes an advantage to starting later in the same way that you had Apple and the other tinkerers, but then you had Compaq and Dell and Microsoft and all these other people take the baton and run with it.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 38:46 Ben Forman You just use Gmail or Microsoft Outlook, and it works.
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 30:15 Greg Dowling It's really difficult to do a group Zoom or Teams call in terms of due diligence because you might have people talking over each other.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 28:57 Louis-Vincent Gave And because people wanted that, it's not one of the top 10 shareholders in Apple, one of the top 10 shareholders in Microsoft, etc.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 24:53 Steve Papa Another was, interestingly, the way I got to know the Oracle Corp dev team was in January, 2008, Microsoft acquired a company called Fast, which was a Norwegian search company. 2 times in the scene
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.
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
- ▶ 9:48 Joelle Kayden I mean, the firm had an amazing franchise in so many different sectors, whether it was consumer taking Starbucks public or whether it was taking Qualcomm public in the semiconductor world, America online, and then every software company…
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 13:37 Aydin Senkut I didn't get lucky joins Google and the rest is history, but I had three years at Silicon Graphics, which I think was an equally impressive company with amazing people, just had no contingency plan, had a really great thing going and…
- ▶ 36:55 Aydin Senkut So many people think that just because they have the degree, they have the title, they have the idea that the deal and the win is going to fall into their lap, and the founders, they are putting their life into this, they don't want to…
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 14:42 Fabrice Grinda but I'd started with 300,000 dollars from the profits from the prior companies, which I'd invested in Intel, Microsoft, Yahoo, and Amazon, which I'd done rather well and were the seed funding for the company.
- ▶ 58:48 Fabrice Grinda Then we needed to build our own data centers, and I needed to have Oracle databases and Microsoft web servers.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 14:15 Sean O'Sullivan So everyone from the Microsofts and the Oracles would bundle it into their products and
- ▶ 47:39 Sean O'Sullivan They're waiting for somebody to come in and show their PowerPoint presentation of what the traction numbers look like, et cetera.
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 17:37 Chris Douvos I always think there's, you can invest pre-Excel or post-Excel, EX-CEL, the, the software package.
- ▶ 20:07 Chris Douvos I was just on a call where somebody was talking about mid-level, not even senior engineers at Microsoft are making a million dollars.
- ▶ 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…
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 8:16 Ben Gilbert Well, I did computer science undergrad, ended up going to Microsoft, working there as a program manager on Office for iPad, which was super fun to work on that at the time. 2 times in the scene
- ▶ 50:03 Ben Gilbert But then the unbelievable, magical invention that Microsoft had in the nineties of we can copy software, and then we have zero marginal cost in creating that next
- ▶ 1:05:26 Ben Gilbert And Greg is the person that made time for me when he was a general partner at a venture firm, and I was a twenty-two-year-old newbie at Microsoft, who met with me quarterly to mentor me, who ultimately pulled me out of Microsoft and let me… 2 times in the scene