Microsoft
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28 statements across 17 episodes · 14 bullish · 7 bearish · 14 people on the record · first statement Nov 18, 2021 by Shayle Kann · said 159 times in 46 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Shayle Kann (48), Bilal Khashid (19), Brian Janous (17), Stephen Lacey (10), Andreas Apley (7), Laurent Bueneau (5), Shanu Matthew (4), Seyed Madaeni (4)
tap a year for its mentions
2026 25 mentions in 7 episodes 4 per episode
- What comes after the data center backlash?
- Inside the AI power wars
- How data centers are complicating transmission expansion
- Battery booms and the rise of flexibility [partner content]
- Can AI revolutionize grid operations?
- The rise of flexible data centers
- AI scaling pathways: on grid, on edge, off grid, off planet
- every mention in 2026, scene by scene →
2025 26 mentions in 12 episodes 2 per episode
- How AI is solving real utility challenges [partner content]
- Who benefits from the AI power bottleneck?
- Ag residue and carbon removal
- A skeptic’s take on AI electricity load growth
- Will inference move to the edge?
- Can AI revolutionize EPC?
- When to colocate data centers with generation
- Fresh intel from state utility regulatory filings
- 4 more episodes that year, every mention in 2025 →
2024 83 mentions in 11 episodes 8 per episode
- How cyber attacks could threaten the energy transition [partner content]
- Under the hood of data center power demand
- The complex path to market for low-carbon cement
- Explaining the 'Watt-Bit Spread'
- DAC’s bumpy road to commercial scale
- Can chip efficiency slow AI's energy demand?
- The better mousetrap fallacy
- The news quiz episode!
- 3 more episodes that year, every mention in 2024 →
2023 16 mentions in 10 episodes 2 per episode
- AI for climate: a real world test
- The Volts crossover episode
- How is U.S. industrial policy affecting actual climatetech investment?
- Climate tech startups need strong techno-economic analysis (TEA)
- Reviving the stagnant plant based meat market
- Fixing interconnection
- Stopping geoengineering, by accident
- The food-energy nexus
- 2 more episodes that year, every mention in 2023 →
2022 4 mentions in 3 episodes 1 per episode
2021 5 mentions in 3 episodes 2 per episode
Everything said about Microsoft, oldest first
Nov 18, 2021 positive
Nov 18, 2021 bearish
Ransohoff: Carbon removal sector remains far off track to dent climate crisis
“I would say generally this field is not currently on track for carbon removal to make a material dense in the climate crisis. Like, even with the recent progress, even with all these companies that we're finding and funding and all the press and, you know, Str…”
Dec 16, 2021 positive
Feb 29, 2024 neutral
Shayle Kann says Frontier, Microsoft, and Shopify dominate durable carbon removal
“Though there is a growing buyer pool, it's really still predominantly dominated by a small number of companies that are procuring in part, not just for their own benefit, but trying to foster an ecosystem and support the development of the industry, right? So …”
Jun 13, 2024 bearish
Jun 13, 2024 neutral
Janus: Microsoft's energy demand grew from hundreds of megawatts to gigawatts
“Over that decade, we had gone from a baseline of, you know, a couple hundred megawatts, and we were growing at a relatively rapid pace, but that's also kind of a small denominator. So the incremental tranches every year that we had to go procure were measured …”
Jun 13, 2024 negative
Jul 18, 2024 positive
Belady: Microsoft Implemented Data Center Designs Boosting Pollinator Habitats
“And to Microsoft's credit, we did implement this where the data centers are being looked at to try to see how can we change the design so that we increase pollinators and habitat for pollinators so the fields around it get, have healthier yield”
Jul 18, 2024 negative
Sep 12, 2024 positive
Oct 3, 2024 negative
Apley: Very few carbon removal intermediaries can sign offtakes beyond 2030
“A lot of the intermediaries today in the market, they don't have the balance sheet of a Microsoft or JP Morgan. So, so not all of them are really credit worthy of worthy off takers over a period of 1015 years. And many of them come from an environment where th…”
Oct 17, 2024 positive
Dec 10, 2024
Dec 10, 2024 bullish
Dec 10, 2024 bullish
Cybersecurity will become fully decentralized for edge and IoT devices
“And lastly, and what we're seeing is a future where cybersecurity becomes fully decentralized, you know, with the expansion of IOT and edge computing, Microsoft's vision is a world where every connected device has its own layer of protection, you know, kind of…”
Dec 19, 2024 bullish
Mar 11, 2025 bullish
Mar 11, 2025 bullish
Constellation uses Microsoft product to enable hourly green electricity matching
“Another customer where we have a tight partnership is Constellation. And with Constellation, we have a project called 24 Seven Matching, which is actually not a project, it's a product. And with that Constellation is able to tag its green electricity hourly, w…”
Mar 11, 2025 neutral
Electric utilities resist early AI adoption by aiming to be fast followers
“So utilities show some resistance. Often one of the difficulties we have is that our customers want to be fast followers. And in order to be fast followers, you need to follow someone. So someone has to go first. That's definitely an issue in this sector in pa…”
Mar 11, 2025
Mar 11, 2025 positive
Microsoft AI screened 32 million battery electrolyte candidates down to 100
“What you're referring to is a project where AI was leveraged by our research teams to screen over thirty-two million candidates for a new electrolyte for advanced batteries. Thanks to AI inference, you know, the R&D scientists were able to go from that number …”
Sep 25, 2025 neutral
Kann: Microsoft and Frontier dominate virtually all carbon removal purchases
“If you just look at, like, overall
Tons purchased in the CDR market.
It's basically Microsoft, followed by, like, an order of magnitude lower frontier, which is the Stripe Coalition, followed by a bunch of little minnows, you know, in, in relative terms.”
Dec 4, 2025 neutral
Matthew: Amazon added 3.8 GW and Microsoft added 2 GW over 12 months
“Like Amazon brought on 3.8 gigawatts in the last 12 months. So they're going to double their footprint in the next two years. Microsoft said they're going to double as well. And they brought on two gigawatts in the last 12 months.”
Mar 30, 2026 positive
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”
Jun 25, 2026 negative
States use tech hyperscalers' ratepayer pledge to fight transmission tariffs
“In their complaints to FERC, for example, a bunch of states have cited that pledge, and I think that creates it's an opening for any time anyone wants to argue against however a tariff is getting structured, or a new transmission line, or whatever it might be …”
Jul 9, 2026 bullish
Jul 9, 2026 negative
Eliahu-Ontiveros: Microsoft has dropped to fourth in hyperscaler energy sophistication
“I don't think I wouldn't call Microsoft now the second. I probably would rank them fourth now. I think you've seen Amazon step up pretty dramatically, and you've seen them at the frontier of a bunch of, you know, unique type of deals.”
Sep 3, 2026 positive
Janous: Data centers spurred massive civic investment and job gains in Quincy
“There was a fantastic story just in the last week about Quincy Washington building a fifteen million dollar aquatic center and they have a hundred and fifty million dollar state of the art school and their unemployment rate has gone from like 29% to six percen…”