Microsoft, every mention
73 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone John Collison 84Satya Nadella 39Marc Andreessen 8Ben Thompson 8Bret Taylor 6Charlie Songhurst 3Casey Handmer 2Sundar Pichai 1Julia DeWahl 1Elad Gil 1
Verbatim, from the transcripts: the passages where Microsoft comes up
The history and future of AI at Google, with Sundar Pichai
- ▶ 3:19 Sundar Pichai I would also argue that even when OpenAI, they did their deal with Microsoft probably a couple months before, so like, you know, so you can look back and say it wasn't entirely
- ▶ 32:48 Elad Gil Literally, it's like having a Word doc or something, and that's your model.
- ▶ 59:41 John Collison It turns out if I search, you know, Google Slides for twenty-twenty-six budget, neither of those words is, like, particularly unique in the context of words that exist in, you know, PowerPoints at Stripe, and so I can never find the exact…
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
- ▶ 35:33 John Collison They had servers in the closet, they had Microsoft Access database.
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 1:00:18 Bret Taylor I actually think, you know, I, when we first met, I doubt either of us had an extremely positive view of the future of Microsoft. 2 times in the scene
- ▶ 1:00:32 Bret Taylor Now you look at Azure, their open air relationship, all these things, like what an impressive turnaround.
- ▶ 1:10:00 unnamed speaker And if you just go back to, um, the cloud industry, why, why doesn't Amazon and Microsoft do everything for everyone?
- ▶ 1:19:18 Bret Taylor And then on top of that, I think companies need to stop just giving like co-pilot to every employee and be like, we're AI now and start to think about from first principles, what are the parts of your business that have a lot of digital… 3 times in the scene
Stripe’s 2025 annual letter
- ▶ 16:07 John Collison Microsoft, for example, evaluates the precise performance of each of their payment service providers on a monthly basis. 3 times in the scene
- ▶ 23:24 John Collison We're also collaborating with Microsoft to bring similar capabilities to Copilot and with others.
- ▶ 23:24 John Collison We're also collaborating with Microsoft to bring similar capabilities to Copilot and with others.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 32:53 Ben Thompson And just like, well, ah, what it actually means is there's things that can't be measured and that don't go on an Excel spreadsheet.
- ▶ 1:24:47 Ben Thompson Microsoft is a great platform steward, but they can't make good products, so they never get the permission to sort of have big platforms, which is sort of a tragedy there. 7 times in the scene
Julia DeWahl of Antares on building nuclear reactors for the US military
- ▶ 44:30 Julia DeWahl That's being brought up back online, partnership between Microsoft and Constellation, I believe.
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 0:33 John Collison It's like a rite of passage for certain software companies to try to take on Excel. 3 times in the scene
- ▶ 0:53 John Collison This is why Microsoft is like a 14 trillion dollar company.
- ▶ 1:07 John Collison Satya Nadella took over as Microsoft CEO in 2014, but he's been with the company for more than 30 years and has seen a lot. 2 times in the scene
- ▶ 2:06 Satya Nadella That's what Copilot is about. 2 times in the scene
- ▶ 2:31 Satya Nadella Teams calls, what have you.
- ▶ 3:53 Satya Nadella You know, it's one thing to do, we have it work across the Microsoft three six five graph, right?
- ▶ 8:33 Satya Nadella So, if I have actions, entitlements, and memory with these models, uh, and they are, by definition, have to be outside of the model, but be built into the model, and I think that's, and so, for example, on Copilot today, you use OpenAI…
- ▶ 9:06 John Collison What virtual corridors are you wandering to just get a sense for what's going on on Microsoft? 2 times in the scene
- ▶ 9:30 Satya Nadella I mean, there's Teams calls for me most of the day, at least two or three of them, uh, with some customer. 4 times in the scene
- ▶ 10:52 Satya Nadella I get to know, wow, he's the person working on Excel agent.
- ▶ 11:49 John Collison Yeah, when we were a pipsqueak company, I mean, uh, we were probably right after you took over as CEO, uh, I'm guessing, but, uh, Stripe was very small and Microsoft was very big. 3 times in the scene
- ▶ 11:59 Satya Nadella I think the first time I came to your offices was when I was running Azure first.
- ▶ 14:53 John Collison Is Microsoft thinking about 2 times in the scene
- ▶ 16:01 Satya Nadella Whether it's Excel or VS Code, because the reality is AI generates output.
- ▶ 18:06 John Collison Big apps in, um, Word, Excel, and PowerPoint, but it's interesting that that number was not one and was not 40, it was three, and so how do you think about this?
- ▶ 18:06 John Collison Big apps in, um, Word, Excel, and PowerPoint, but it's interesting that that number was not one and was not 40, it was three, and so how do you think about this?
- ▶ 18:06 John Collison Big apps in, um, Word, Excel, and PowerPoint, but it's interesting that that number was not one and was not 40, it was three, and so how do you think about this?
- ▶ 20:35 Satya Nadella In fact, I used to have an apartment right next to the Microsoft campus, that old campus, and I was working on interactive television. 5 times in the scene
- ▶ 25:28 John Collison Around our proprietary solution, you know, the Liberty Media Microsoft joint venture will win, whereas the open web is what won.
- ▶ 27:30 John Collison You were there, uh, at Microsoft, uh, during the, uh, the thousand dot com bubble, and it really was, uh, you know, Microsoft's share price peaked in the late nineties, early 2000, and then didn't surpass it until 2016, I wanna say. 4 times in the scene
- ▶ 28:47 Satya Nadella All, oh, we got, you know, we had a website builder inside of office with front page.
- ▶ 28:47 Satya Nadella All, oh, we got, you know, we had a website builder inside of office with front page.
- ▶ 36:31 Satya Nadella At Eli Lilly or at Microsoft or at Stripe,
- ▶ 39:38 John Collison Speaking of the spreadsheet, it's like a rite of passage for certain software companies to try to take on Excel, and 4 times in the scene
- ▶ 42:23 Satya Nadella I mean, teams, thank God, uh, just became like the thing.
- ▶ 42:54 John Collison There's a lot of charts of the shape of Stripe, I don't know if it's this way of Microsoft, where obviously March, 2020, you saw this discontinuity, right?
- ▶ 43:26 John Collison I'm sure you saw similar things in Azure and things like that.
- ▶ 46:31 Satya Nadella and so she sort of has this notebook, you know, Copilot notebook in which she has all these architectural pictures and so on, and you can ask it quite high level reasoning questions on what I should put in there. 2 times in the scene
- ▶ 51:32 Satya Nadella We're going to be there.
- ▶ 54:14 John Collison We're talking a lot about kind of the AI apps that people, uh, use and Copilot and ChatGPT and, uh, Gemini and all these kind of things.
- ▶ 58:00 John Collison And then, I mean, my mental model of Microsoft is that you just play at every part of the stack, uh, in that there is the, uh, you know, you have Copilot, you have your stake in OpenAI, you have, uh, well, we can get to vertical, uh,… 3 times in the scene
- ▶ 58:00 John Collison And then, I mean, my mental model of Microsoft is that you just play at every part of the stack, uh, in that there is the, uh, you know, you have Copilot, you have your stake in OpenAI, you have, uh, well, we can get to vertical, uh,… 2 times in the scene
- ▶ 58:15 John Collison You have the Azure layer, you have chips, everything.
- ▶ 1:01:31 John Collison What it talks about, despite it being quite minor, is the fact that Apple originally only let you use an iPod with a Mac, and tried to use it to drive Mac sales, and then gave up and, you know, shipped iTunes for Windows. 6 times in the scene
- ▶ 1:01:51 John Collison Obviously Microsoft, the entire history is full of these interesting examples. 6 times in the scene
- ▶ 1:02:16 John Collison And then you had the Windows era of the tight coupling between Office and, uh, Windows and those kind of mutually reinforcing each other.
- ▶ 1:02:26 John Collison Then early on, I get the sense Azure and Cloud was, you know, 8 times in the scene
- ▶ 1:02:30 John Collison oh, it's a place you can run your SQL server, and then fully embracing Linux later on and things like that. 4 times in the scene
- ▶ 1:05:45 John Collison You know, Microsoft Flight Simulator is not available on the PlayStation.
- ▶ 1:05:52 John Collison I know this might be a bit of a stretch, but, you know, Teams chat and Teams video are not sold separately. 4 times in the scene
- ▶ 1:06:11 Satya Nadella Born as a product that brought those four things, like Outlook, right? 2 times in the scene
- ▶ 1:07:45 John Collison This impression I have is that when you took over Microsoft, you shifted the culture from a highly bundled, you'll buy your Windows machines, and they're running Microsoft Access, and you know, every, their SQL Server, and everything is…
- ▶ 1:08:07 Satya Nadella I think that the way I would say is my thing was to go back even to the Microsoft, uh, of the eighties perhaps, right? 6 times in the scene
- ▶ 1:08:29 Satya Nadella You know, we built Office on the Mac.
- ▶ 1:08:29 Satya Nadella Windows came later. 2 times in the scene
- ▶ 1:08:41 Satya Nadella I'm just going to build the best software factory and it's going to churn out whatever, flight sim, flight sim.
- ▶ 1:10:18 Satya Nadella Anything good and bad about Microsoft for the last 35 years, I lived through them all, and I'm part of it. 3 times in the scene
- ▶ 1:13:41 John Collison How many people is Microsoft? 4 times in the scene
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 43:40 John Collison You know, if Microsoft is serious about the office suite, they're going to have it run on Mac and Windows because you're just not going to get a meaningful market share of an office suite otherwise. 3 times in the scene
- ▶ 43:40 John Collison You know, if Microsoft is serious about the office suite, they're going to have it run on Mac and Windows because you're just not going to get a meaningful market share of an office suite otherwise. 2 times in the scene
- ▶ 43:40 John Collison You know, if Microsoft is serious about the office suite, they're going to have it run on Mac and Windows because you're just not going to get a meaningful market share of an office suite otherwise. 2 times in the scene
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- ▶ 19:04 Casey Handmer Uh, computer chip has fallen astonishingly quickly over time, and yet Microsoft Windows license will still cost you a hundred bucks. 2 times in the scene
- ▶ 1:12:33 John Collison Tech companies, build research organizations, model after kind of the Bell Labs type thing, SirXpark, Microsoft Research, many parts of Google.
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 1:16:27 Dan Sundheim Microsoft kicks off a ton of cash flow.
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 32:41 Marc Andreessen I mean, there's many, many, many, I mean, the all-time story of that is a company called Digital Research, which should have been Microsoft. 5 times in the scene
- ▶ 33:10 Marc Andreessen As a kid, it was Microsoft Basic. 2 times in the scene
- ▶ 49:32 Charlie Songhurst There's no, like, cheap version of Excel, or, you know, there's sort of one.
- ▶ 52:39 Marc Andreessen So when I, when I, when I was a kid, um, you know, the world's best operating systems were, um, specifically, I mean, Windows is its own trajectory and iOS, but, um, for, uh, for like, what we used to describe as proper computing on real…
- ▶ 1:02:16 Charlie Songhurst Basically, a single person is a cell in Excel. 2 times in the scene