Microsoft, every mention
46 scenes (2025), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2025 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
Bernie Marcus: The Story of Home Depot
- ▶ 21:37 Shane Parrish Perot had built EDS and the Microsoft of its era through military precision and sheer will, and Ken set up a meeting in Dallas.
How to Think Like a World-Class Marketer | Rory Sutherland
- ▶ 36:05 Rory Sutherland So there was a very smart person I met at Microsoft who, when they, uh, when they took over some fairly niche Microsoft product, they put the call center in the middle of the development team. 2 times in the scene
Steve Wozniak: The Engineer Who Built Apple [Outliers]
- ▶ 38:58 Shane Parrish Because in Boston, Bob Frankston and Dan Bricklin had been working on something called VisiCalc, short for Visible Calculator, the world's first electronic spreadsheet, Excel's ancient ancestor. 2 times in the scene
Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
- ▶ 30:39 Anthony Scilipoti So you have the likes of the NVIDIAs of the world, and let's say Microsoft, and you have OpenAI and such, and NVIDIA is investing in OpenAI, and Microsoft is an investor in OpenAI. 4 times in the scene
- ▶ 1:13:36 Anthony Scilipoti So if, you know, if one of the large, if, if Microsoft were to miss, and I'm not saying they're going to miss anything, but if they, if their earning growth slows.
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
Netflix Founder Reed Hastings on Scaling High-Trust Culture & Bold Judgment
- ▶ 1:06:01 Reed Hastings Um, and there might be some correlation that, uh, founder-led ones, you know, are extraordinary, but, um, you know, Microsoft under Satya Nadella has done incredibly well.
Andy Grove: Only The Paranoid Survive [Outliers]
- ▶ 1:01:05 Shane Parrish Chip manufacturers like Intel, computer assemblers like Dell and Compaq, operating system providers like Microsoft and application developers.
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
- ▶ 34:24 Shane Parrish And it sort of favors the Googles, the Microsofts, the people with a ton of capital. 4 times in the scene
- ▶ 38:10 Elad Gil If you look at, um, Azure's last quarter, I think it was like a twenty eight billion dollar quarter or something like that. 2 times in the scene
- ▶ 43:58 Elad Gil IBM was the biggest funder of Linux in the nineties as a counterbalance to Microsoft. 3 times in the scene
- ▶ 51:57 Elad Gil So for example, you could argue Zoom and Slack got capped by Microsoft launching stuff into Teams, um, in terms of taking parts of the market or creating a more competitive market dynamic for them.
- ▶ 51:57 Elad Gil So for example, you could argue Zoom and Slack got capped by Microsoft launching stuff into Teams, um, in terms of taking parts of the market or creating a more competitive market dynamic for them.
- ▶ 54:45 Elad Gil You could argue such a, Microsoft is a good example of somebody who has more of a founder mindset. 4 times in the scene
- ▶ 1:19:16 Shane Parrish I've been in the sauna at the gym with a number of people on like Microsoft Teams calls.
- ▶ 1:25:58 Elad Gil Microsoft, it was unequal.
Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
- ▶ 1:15:01 Garry Tan It's like asking, like, uh, I guess will Windows or Mac win or, you know, we're just literally living through that time where very, very smart people are, you know, fighting over the marbles right now.
- ▶ 1:39:41 Garry Tan Like, in the past, what tech would do is, we'd be selling you hardware, we'd be selling you a computer on every desk, like, everyone needs a smartphone, you know, we're selling you Microsoft Office, we're selling you package software,…
- ▶ 1:39:41 Garry Tan Like, in the past, what tech would do is, we'd be selling you hardware, we'd be selling you a computer on every desk, like, everyone needs a smartphone, you know, we're selling you Microsoft Office, we're selling you package software,…
- ▶ 1:43:26 Garry Tan Um, I guess the funniest thing is, uh, Microsoft, I think, is defining it when it gets its hundred billion dollars back, but, uh, I, you know, am sort of skeptical of that because, uh, you know, I think basically only Elon Musk then would,…
- ▶ 1:56:19 Garry Tan Um, but short of that, I mean, maybe Nvidia, Microsoft, Meta, 4 times in the scene
Henry Singleton: The Greatest Capital Allocator in History [Outliers]
- ▶ 15:21 Shane Parrish But people get long runs when they're right on the edge of the wave, whether it's Microsoft or Intel or all kinds of people, including National Cash Register in the early days.
Bret Taylor: A Vision for AI’s Next Frontier
- ▶ 17:31 Bret Taylor Microsoft has gone through that transition, um, for that reason.
- ▶ 58:12 Shane Parrish On the other hand, you have people like OpenAI, uh, and Microsoft investing tons of money into it that may be more proprietary, or, um, how do you think about 3 times in the scene
- ▶ 1:03:05 Shane Parrish Microsoft has a revenue model around their AI investments.
- ▶ 1:03:09 Shane Parrish They just updated the price of Teams with Copilot.
- ▶ 1:03:09 Shane Parrish They just updated the price of Teams with Copilot.
- ▶ 1:05:47 Bret Taylor Oh yeah, if you built your own servers, you'll spend less than renting them from, say, Amazon Web Services or Azure.
- ▶ 1:22:16 Bret Taylor And so I think that, uh, just in the same way, if you're an accountant, you know, using Excel doesn't make you less of an accountant, uh, and, um, and just because you didn't, you know, handcraft that math equation, it doesn't make the…
- ▶ 1:33:48 Bret Taylor Um, we found this, uh, small company with, like, four people in it, if I'm remembering correctly, started by Lars and Jens Rasmussen called Where To Technologies, where, um, they had made a Windows application called Expedition, um, that… 6 times in the scene
- ▶ 2:01:10 Bret Taylor Um, I remember one time, uh, when this sort of peak of the smartphone wars, and I ended up visiting a friend on Microsoft's campus, and, uh, I got off the plane and, you know, Seattle-Tacoma Airport, drove into Redmond, went onto the… 2 times in the scene
Bruce Flatt on Value, Discipline, and Durability
- ▶ 45:05 Bruce Flatt We're building from Microsoft thirteen billion dollars of power plants.
David Heacock: Building Filterbuy
- ▶ 48:06 David Heacock And so, you know, basically if you search for air filter or any iteration of an air filter, like 20 by 20 by one air filter or 20 by 25 by five air filter or furnace filter or AC filter, HVAC filter on Google or Amazon or Bing, then, you…
How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
- ▶ 1:11 Shane Parrish Alfred went on to help build and sell Link Exchange to Microsoft, then scaled Zappos from startup to its 1.2 billion dollar acquisition by Amazon as the COO and CFO.
- ▶ 20:51 Alfred Lin We sold that to Microsoft for two hundred sixty five million dollars, and, um, that was quite the experience.
- ▶ 1:12:46 Alfred Lin You know, link exchange, do we want to, do we want to sell the company to Microsoft?
- ▶ 1:45:28 Shane Parrish Do you think Google and Microsoft, like how, how do you think you compete with them on a foundational model basis? 6 times in the scene
- ▶ 1:54:21 Alfred Lin Well, if you want to use don't fight the tape, when I, when I started in my technology career, Microsoft was the largest technology company, and today they're the largest company, and so they seem to have figured out through their ups and…
Codie Sanchez: Your Blueprint to Financial Freedom
- ▶ 10:49 Codie Sanchez And then I went to Goldman Sachs, where I think to get into Goldman as like a little peon analyst, which is what I was, um, I think I had to do like 13 interviews, and like PowerPoint presentations, and this, and at the time I was like,… 2 times in the scene
- ▶ 37:48 Codie Sanchez And I put together this PowerPoint that kind of explained why, and I thought through these frameworks, and I looked at these historical models, and like, that was the reason why.