Microsoft, every mention
17 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 17:05 Frank Danieli Excel's out the window.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 12:52 Pat Dorsey You had Microsoft, you had Oracle, and that was it.
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- ▶ 19:33 Nicholas (Nick) Csicsko This manager specifically was very open about sharing his whole portfolio to the extent that he would just, he still does, sends his entire portfolio in an Excel file to me monthly because he doesn't have any concerns about what we would…
- ▶ 1:01:56 Nicholas (Nick) Csicsko It doesn't mean you don't have to do a bunch of work to try to understand what it is you're doing, but to think that there's a spreadsheet or a co-pilot answer is just not a thing.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 26:53 Rajiv Jain Microsoft is an exception, and maybe Oracle, it's a lower barrier to business.
- ▶ 35:55 Rajiv Jain If you look at Google and Microsoft is more than half open AI.
- ▶ 46:18 Rajiv Jain I think now Microsoft and Amazon last five years.
- ▶ 1:02:22 Rajiv Jain 2010, you lost two thirds of Microsoft.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 56:57 Josh Steiner Michael and I have been fortunate to go on a whole variety of television to Good Morning America, Morning Joe, and then also spoken out at Microsoft, for example, or at the New Orleans Book Festival.
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- ▶ 41:06 Alex Sloane In Microsoft Excel, every roll-up looks easy, but in reality, operations are hard.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 4:43 Ryan Lovell Discounted cash flows, Excel sheets, CAPM, pricing models. 2 times in the scene
- ▶ 5:44 Ryan Lovell None of the existing systems could handle that because it wasn't scalable, but if you work on an institutional sales team and a large asset manager, and you're trying to bring in Amazon, Microsoft, you'll say anything.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 36:41 Bobby Jain Many people would like to work at Microsoft and Google and Apple, and many people want to work at Stripe.
- ▶ 45:06 Bobby Jain The one Amazon is worth .2 Microsoft and .3.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 25:05 Jonathan Lewinsohn Then you can feel comfortable that not only do you have a really important company of consequence, the Metas, the Amazons, the Microsoft, the Googles,
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:09:57 Nick Rohatyn Now it's teams, what have you.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 53:56 Mike Gitlin Don't gold plate a PowerPoint presentation for us.