Microsoft, every mention
7 scenes (said by Benedict Evans), the whole family · ← back to Microsoft
every year anyone Shane Parrish 47Ben Thompson 20Benedict Evans 15Elad Gil 12Bret Taylor 11Mike Maples Jr. 8Jim Collins 8Garry Tan 8Nathan Myhrvold 7Reid Hoffman 6
Verbatim, from the transcripts: the passages where Microsoft comes up
Why Everyone Is Wrong About AI (Including You) | Benedict Evans
- ▶ 0:51 Benedict Evans Does it end up kind of getting Microsofted in the sense that...
- ▶ 3:42 Benedict Evans It wasn't clear that the browser wasn't where the value capture was, because Microsoft 2 times in the scene
- ▶ 6:10 Benedict Evans I'm pretty sure people thought Microsoft had an advantage on the internet, and Google and, um, Meta had an advantage on mobile, and everyone thought IBM was going to win PCs.
- ▶ 1:00:37 Benedict Evans Like, this was a technology that had been kind of floating around before ChatGPT, 3.5, and everyone kind of saw that it didn't work very well, and then ChatGPT works, well, no, actually it works well enough, and then there's this explosion… 5 times in the scene
- ▶ 1:03:59 Benedict Evans So everyone bought a Windows PC, but they were using it to do, to do web stuff, not Microsoft stuff.
- ▶ 1:07:13 Benedict Evans Microsoft, there was this line from Bismarck that the great man is somebody who hears God's footsteps through history and grabs onto his code as he walks past. 3 times in the scene
- ▶ 1:07:42 Benedict Evans On the other hand, like, they're going to sell an awful lot of Azure to run all this stuff. 2 times in the scene