Microsoft, every mention
111 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Patrick O'Shaughnessy 55Ben Thompson 27Dylan Patel 23Gavin Baker 18Jeff Horing 7Dan Sundheim 6Mitchell Green 4Jay Hoag 4Sham Sankar 3Mark Bertolini 3
Verbatim, from the transcripts: the passages where Microsoft comes up
Why the World Order Is Collapsing and American Power Is Rising
- ▶ 12:49 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
- ▶ 12:49 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- ▶ 11:47 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
- ▶ 11:47 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 15:14 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
- ▶ 15:14 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
- ▶ 23:44 Ben Thompson So Microsoft recently, you know, they are shifting their enterprise plan. 6 times in the scene
- ▶ 52:46 Ben Thompson Or is it like a Microsoft situation? 4 times in the scene
- ▶ 53:07 Ben Thompson The iPod helped them realize that, and going with Windows and all that, but will they fall into a Microsoft-like trap?
- ▶ 57:43 Ben Thompson So the, the counter to, the counter to meta is actually Microsoft. 16 times in the scene
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- ▶ 1:39 Eric Vishria Everybody from AWS, to Azure, to GCP, to the Neo Clouds, to the Fireworks based and togethers of the world, like all of them, they all run these stock open source models that are available in their developer pools and everything else. 2 times in the scene
- ▶ 12:38 Patrick O'Shaughnessy And Felix sends back finished PowerPoint decks,
- ▶ 12:40 Patrick O'Shaughnessy Excel models and sourced research.
- ▶ 18:46 Eric Vishria Of course you got Oracle and SQL Server and like, and a whole slew of smaller players like that did really, really well in databases.
Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- ▶ 4:45 Gavin Baker You've started to see that this quarter if we look at operating cash flow, not free cash flow, operating cash flow from Microsoft, Meta, and Amazon has reported accelerated from 28 to 32.
- ▶ 12:12 Patrick O'Shaughnessy Send Felix an email like take these comments and turn them for me or update my tracker with the context of these emails or run the ability to pay math on this buyer and Felix sends back finished PowerPoint decks
- ▶ 12:23 Patrick O'Shaughnessy Excel models and sourced research.
- ▶ 16:15 Gavin Baker Um, and you know, like Microsoft, they brought on a huge slug of capacity in the month of June. 2 times in the scene
- ▶ 1:10:19 Patrick O'Shaughnessy Micron all of a sudden, you know, would be like a sample answer to the question of someone that becomes as important as Anthropic, OpenAI, Microsoft, Amazon, you know, NVIDIA, SpaceX, yeah.
Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
- ▶ 7:27 Sam Altman Microsoft was the first yes.
- ▶ 10:03 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 10:03 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
- ▶ 10:19 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 10:19 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
How to Raise a Few Billion Dollars · Invest Like The Best
- ▶ 15:27 Patrick O'Shaughnessy Take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
- ▶ 15:27 Patrick O'Shaughnessy Take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.
Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
- ▶ 13:12 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 13:12 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- ▶ 13:40 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 13:40 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 56:21 Rob Wachen Meta won't fail if MTIA fails, Microsoft won't fail if Maya fails, and OpenAI won't fail if Jalapeno fails.
Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
- ▶ 11:43 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 11:43 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
Clay’s Unusual Path to Building a Multi-Billion Dollar Company · Invest Like The Best
- ▶ 56:26 Kareem Amin I'll, I'll pick Microsoft for a second.
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 5:33 Alex Sacerdote And you saw, the first gen was like Microsoft Co-Pilot, which is like 20 dollars a month.
- ▶ 54:54 Alex Sacerdote I was reading this, uh, Microsoft data center they just built.
- ▶ 1:02:58 Alex Sacerdote More companies truly going after this, and even Microsoft going, trying to build their own.
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
- ▶ 13:21 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 13:21 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 15:32 Dan Loeb Companies like Microsoft were starting to find their footings.
- ▶ 35:43 Patrick O'Shaughnessy Like the strategy as it exists today probably wouldn't go on like a clean PowerPoint deck.
- ▶ 42:16 Patrick O'Shaughnessy The sort of Amazon, Microsoft, Google, uh, you know, big technology companies relative to the last 10 years of watching them and investing in them carefully.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 13:18 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 13:18 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 1:08:51 Patrick O'Shaughnessy I feel like I always forget to ask you like Google, Microsoft, Amazon, you know, the major players that are public that all the conversation is centered around these exciting new companies. 8 times in the scene
- ▶ 1:11:59 Gavin Baker And I give him a lot of credit for the decisions he's made, but, you know, he did go from we're going to make Google dance to being the product manager of Copilot in like three years. 3 times in the scene
- ▶ 1:13:20 Gavin Baker And now the decision Satya is making, which the market has punished him for, but I think is the right decision is we're going to use our compute rather than making, I mean, who knows how fast Azure could be growing if they're willing to…
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- ▶ 11:27 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 11:27 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 38:29 Krishna Rao So we're fortunate in that we have really great partners in Amazon, in Google, in Microsoft, but also with Broadcom and NVIDIA as well.
How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
- ▶ 16:56 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 16:56 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 59:23 Brian Chesky When I started in media, I was 25, 26, and we were competing against Expedia, and we were on like, they were on like Outlook, and we used Google Docs, and we were like, we had an iPhone.
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett · Invest Like The Best
- ▶ 13:01 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 13:01 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- ▶ 9:06 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 9:06 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 27:04 Dylan Patel In fact, they've raised a ton of money to get incremental compute, uh, uh, in addition to the irresponsible levels of compute that they were buying from Oracle, and Core, and SoftBank, and all these people, and Microsoft, uh, you know,…
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best
- ▶ 12:24 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
- ▶ 12:24 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…
Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- ▶ 8:21 Mitchell Green Had I been the global head of HR at Procter & Gamble, and my partner had been the global head of HR at Microsoft, and the other one had been the head of HR at Nike,
- ▶ 21:44 Mitchell Green Um, so could Microsoft. 2 times in the scene
- ▶ 50:03 Mitchell Green Companies like Amazon and Microsoft and Google have more data to train a model than, than these new model companies will ever have.
How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
- ▶ 33:21 Sham Sankar As a forward-deployed engineer, when I would go to the final assembly line on the factory floor, everyone's using Excel. 2 times in the scene
- ▶ 40:49 Sham Sankar And you look at like, basically they're going through Excel.
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- ▶ 11:24 Dan Sundheim You can, the same way you could switch AWS or Azure, um, but it's not worth it for a lot of businesses to do it, and, uh, there's sufficient differentiation among the models.
- ▶ 23:24 Dan Sundheim I think that, you know, AWS, Azure, I, 4 times in the scene
- ▶ 25:50 Dan Sundheim There weren't enough GPUs, and, you know, these things would be dead as soon as Microsoft got their GPUs.
How Ladder Became #1 Strength Training App · Invest Like The Best
- ▶ 31:32 unnamed speaker Like now you can put them in chat GPT and the beginning of this, like I would copy and paste app store views into a word doc.
The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
- ▶ 17:58 Patrick O'Shaughnessy One of the other really cool things about your background is that for a long time you were on the boards of, I think, Facebook and Microsoft. 3 times in the scene
- ▶ 23:24 Reed Hastings And if you get that right, as say Microsoft shareholders or board did with Satya Nadella, then the business takes off and all the advice in the world, you know, doesn't matter compared to that.
- ▶ 32:02 Reed Hastings What I loved about Microsoft and Facebook's business is they, at that point, basically had one big product or, you know, maybe two highly related ones.
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 0:45 Gavin Baker This is a life or death decision that essentially everyone except Microsoft is failing it.
- ▶ 11:31 Gavin Baker Microsoft is not worth trillions because they're the low-cost producer of software.
- ▶ 25:23 Gavin Baker And, you know, Microsoft blinked for like six weeks earlier this year. 2 times in the scene
- ▶ 29:16 Gavin Baker Well, eventually, if you can hold enough context, you can just hold every Slack message and Outlook message and company manual in, in a company in your context.
- ▶ 43:29 Gavin Baker By the way, Microsoft also failed. 2 times in the scene
- ▶ 1:13:12 Gavin Baker Microsoft, it was less dramatic, but, you know, Microsoft was a tough stock in the early, 4 times in the scene
How a16z Growth Invests · Invest Like The Best
- ▶ 25:20 David George Cloud is such an interesting market because the cloud, like if you could just independently own AWS, Microsoft, Azure, and GCP, like those would be some of the most valuable companies in the world.
- ▶ 25:20 David George Cloud is such an interesting market because the cloud, like if you could just independently own AWS, Microsoft, Azure, and GCP, like those would be some of the most valuable companies in the world.
The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- ▶ 24:07 Karim Atiyeh Like VBA macros, uh, in Excel to track prices. 2 times in the scene
The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- ▶ 1:03:36 Patrick O'Shaughnessy I mean, like, you know, Microsoft and Amazon and Apple and these sorts of companies.
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 4:08 Dylan Patel Well, it's partnering with Microsoft. 3 times in the scene
- ▶ 42:24 Dylan Patel Why can't the model just reason and have a database that it writes stuff in, or like, a Word document that it writes stuff in, and then it like, takes it out of its context, works some more, and like, ruleful call is back, it's like, 2 times in the scene
- ▶ 46:33 Dylan Patel Hey, making, making all these random applications and, like, automated reports and, like, stop using Excel as a database, but instead, like, you can make a real database and manipulate stuff in Excel, but, like, you know, there's all sorts… 2 times in the scene
- ▶ 1:00:50 Dylan Patel Same as with OpenAI and Microsoft, the most crazy power dynamic that's going on in the world, um, where they signed a MOU that said they had an understanding of, like, what the deal would actually be for them converting to for-profit. 6 times in the scene
- ▶ 1:06:55 Dylan Patel They're not beholden to Microsoft anymore.
- ▶ 1:10:20 Dylan Patel Microsoft pulled the plug at one point before they were like, 2 times in the scene
- ▶ 1:13:57 Dylan Patel To Microsoft, they will pay me no matter what. 4 times in the scene
- ▶ 1:39:15 Dylan Patel Microsoft, if you have geopolitical risk, if you believe Taiwan has risk, and so it's like, Yolo, invest in TSMC.
- ▶ 1:52:20 Dylan Patel There's reasons you shouldn't own OpenAI, like the Microsoft stuff, and like the risks around Anthropic and all these things, but like, you know, in most worlds where open, where Oracle gets paid the three hundred billion dollars by…
5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
- ▶ 2:18 Jeff Horing And I just always had in my head, I would love to be competing with Microsoft or Palo Alto or, uh, eBay for a deal, because then the entrepreneur was like, wow, I could have my cake and eat it too.
- ▶ 28:32 Jeff Horing It was IBM and Microsoft,
- ▶ 1:35:02 Jeff Horing And I have no doubt the bigger public companies are working aggressively at the same thing like Microsoft, right? 2 times in the scene
- ▶ 1:35:10 Jeff Horing Can I build a new PowerPoint with it? 2 times in the scene
- ▶ 1:35:12 Jeff Horing Maybe, but can I make PowerPoint the existing product way better with a copilot?
Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
- ▶ 2:09:18 Joe Liemandt And it was actually interesting, you know, Microsoft at the time, you know, our claim to fame was, 3 times in the scene
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
- ▶ 59:18 Mark Bertolini Um, if you, if you read the book, The Terrorism of Excel or something like that, I put in that book.
- ▶ 1:32:43 Mark Bertolini So when I walk into the meeting, I'm ready to discuss where we go, versus having somebody read me PowerPoints. 2 times in the scene
The Data on America's Economic Split | Andrew Milgram Interview · Invest Like The Best
- ▶ 31:15 Andrew Milgram It was, uh, we tried to load it into Excel. 2 times in the scene
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