Microsoft, every mention

17 scenes (2026), the whole family · ← back to Microsoft

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Microsoft comes up

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▶ 5:34 Brian Janous Microsoft probably has close to a gigawatt of data centers in Quincy Washington. 3 times in the scene
▶ 10:45 Brian Janous Something we, we have to navigate as a, as an early stage developer that, you know, you wouldn't if you're Google or Microsoft.
▶ 35:08 Brian Janous We did this in, gosh, uh, it was probably twenty-sixteen at Microsoft. 3 times in the scene
▶ 35:29 Brian Janous And Microsoft Research picked it up, and they're like, yeah, we should do that.
▶ 46:38 Shayle Kann Built much of before, but it was kind of the same thing fundamentally that you were doing at Microsoft, right?

▶ 33:01 Josh Wong Best, I would say, is a set of Excel spreadsheets, as always, that captures the results of the planning study, and then the operational planning, like a week, two week ahead planning, would use those as fixed criteria to inform their…

▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
▶ 7:21 Shayle Kann No offense to my friends at Microsoft, who I think have been kind of second behind them. 4 times in the scene
▶ 11:56 Jeremy Eliahu-Ontiveros And so increasingly, you, you basically look at Amazon or, or Microsoft, how many gigawatts they're building every quarter?
▶ 18:34 Jeremy Eliahu-Ontiveros Um, and then, you know, once they sort of find sites that they like, they can bring in partners, uh, whether it be Microsoft or Oracle or Cori and so on and so forth, right? 2 times in the scene
▶ 32:21 Jeremy Eliahu-Ontiveros Uh, through the likes initially of Oracle, who really don't sell fuel, but now even the Metas of the world, the Microsoft of the world, they're essentially scaling through leasing.

▶ 16:45 Maeve Allsup Like, for me, I think of the kind of kickoff of the AI frenzy as being that, was it November, December, twenty-twenty-two New York Times article where they, they're, you know, they're talking to the disastrous, um, Bing, chatbot, Sydney.
▶ 24:42 Shayle Kann Google or Meta or Microsoft or whoever it is, sign this ratepayer protection pledge.

▶ 26:54 Sean McAvoy 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.
▶ 28:58 Sean McAvoy So it is the likes of, you know, the big hyperscalers or these big companies, like whether it's Nvidia, whether it's like Microsoft, whether it's Apple, et cetera.

▶ 21:37 Shayle Kann That's, in some ways, it's sort of a legacy of the cloud business, where AWS and Azure, um, and, and Google basically promised in their SLAs to their customers that they would be able to offer really high uptime, and so they have this, you…

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