Microsoft, every mention
26 scenes (2023), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2023 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
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 19:16 Gary Sernovitz Of just feeling like you can master this as something that should be able to fit into the Excel formula, making these capital decisions, which obviously is not something that if Excel had a formula, it would make everyone's life a lot…
- ▶ 22:12 Gary Sernovitz And then hunger is the one that probably the Excel formula doesn't get right, and probably one of the hardest things to do for people in a CIO seat is these natural life of a money management firm.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 22:03 Rick Heitzman So fast forward to now, Google, Microsoft, all the biggest companies, this is a huge engineering headquarters where Google has several million square feet, where they're putting more and more engineers.
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
Adam Karr – Extreme Alignment at Orbis (EP.338)
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
- ▶ 16:36 Jen Birmingham Sure, Microsoft chat helped us a ton in terms of being able to talk to someone as if they were next to you, but it still wasn't the same.
- ▶ 35:06 Jen Birmingham Many folks might still be in the Excel world where you use Excel as a database, but Excel is actually a calculation engine. 2 times in the scene
- ▶ 57:28 Jen Birmingham If someone didn't, I would say that having all your facts, I can go back to when I was trying to influence Andy and the senior team to automate what they really held as this Excel spreadsheet of performance.
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 14:11 Stan Miranda And we got our Excel turned into more institutional technology and so forth.
- ▶ 39:37 Stan Miranda You just pull out an Excel spreadsheet, you put in what you paid for it in terms of multiples on earnings, and what you're likely to get for it when you sell it,
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 41:28 Seth Klarman So don't call us with IBM Insights or your new rating of Microsoft, but when you find that secondary partnership interest, or you find that illiquid stake in a private company, call us with that, because we'll have a bid for you.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:04:08 Don Mullen He got me on the payroll at First Boston as the assistant to the secretary named Louise, and I actually whited out things on spreadsheets and typed them in because we didn't have Excel back then, and then would take him to the photocopier,…
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 24:26 Kiyan Zandiyeh And that really they're coming back to the country because they believe that the opportunity set for themselves is larger than if they were to earn a pretty good salary working at Google or Microsoft.
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 15:42 Richard Craib So you can imagine opening that in Excel or something and looking at each of the features, but the feature names are hidden.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 25:49 Ashby Monk Like you're still get a word document at the end, but I think what's really exciting is like when technology lets you hold less cash, it actually changes your portfolio.
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 25:57 Aaron Sack These are typically 60 to hundred page PowerPoint documents that focus on the four or five levers that we've identified during due diligence that are going to move the needle during our investment period.
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 46:57 Dan Ivascyn I think it was easier for people like myself, Scott Simon, others in the business to do that back in the old days when you were pricing bonds on an Excel spreadsheet, when Bloomberg had these primitive functions where you're typing in…
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 9:16 Jose Feliciano As I mentioned before, if you learned about business behind an Excel spreadsheet where in Excel, almost everything is possible. 3 times in the scene
- ▶ 32:00 Jose Feliciano I'm not a big believer of having these 200 page PowerPoint decks. 3 times in the scene
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- ▶ 16:49 Marshall Boyd I was pretty good at making PowerPoint presentations because that had been my job for several years.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 20:07 Anthony Scaramucci Taking place on the internet, and oh, by the way, you're going to go through a pandemic, and you're going to use the internet, and you're going to use Zoom, and Teams, and all these different protocols to do your business someday.