Microsoft
includes Microsoft Windows, Microsoft Excel, Microsoft Azure, Microsoft Bing, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365, Microsoft Copilot, Microsoft Build, Microsoft Outlook, Microsoft AI and 16 more
41 statements across 19 episodes · 23 bullish · 6 bearish · 21 people on the record · first statement Aug 31, 2023 by Eugene Cheah · said 489 times in 117 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Shawn Wang (81), Doug O'Laughlin (30), Satya Nadella (26), Varun Mohan (24), Kyle Daigle (24), Dylan Patel (22), Bret Taylor (12), Sarah Guo (11)
tap a year for its mentions
2026 214 mentions in 33 episodes 6 per episode
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026
- GitHub’s Agent Era: 14x Commits, 200M Developers, Copilot’s Next Act — Kyle Daigle
- Anthropic’s Felix Rieseberg on AI Coworkers, Local-First Agents, and the Future of Knowledge Work
- AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
- AI-Native Engineering: 100% adoption, 5x search throughput, unlimited tokens — Mikhail Parakhin
- OpenAI’s Vision for the AI Super App — Akshay Nathan, OpenAI
- Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- 25 more episodes that year, every mention in 2026 →
2025 162 mentions in 48 episodes 3 per episode
- The AI Architect: Bret Taylor
- 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
- Quadratic: The AI Spreadsheet
- SF Compute: Commoditizing Compute
- ⚡ Inside GitHub’s AI Revolution: Jared Palmer Reveals Agent HQ & The Future of Coding Agents
- AI Engineering for Art - with comfyanonymous
- One Year of MCP — with David Soria Parria and AAIF leads from OpenAI, Goose, Linux Foundation
- Tiny Teams: $6m ARR, 5m users with 4 employees — Sid Bendre, Oleve (Quizard AI/Unstuck AI)
- 40 more episodes that year, every mention in 2025 →
2024 84 mentions in 27 episodes 3 per episode
- Windsurf: The Enterprise AI IDE
- 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
- Building the Silicon Brain - Drew Houston of Dropbox
- Production AI Engineering starts with Evals
- How AI is Eating Finance - with Mike Conover of Brightwave
- Personal AI Meetup - Bee, BasedHardware, LangChain LangFriend, Deepgram EmilyAI
- Best of 2024: Synthetic Data / Smol Models, Loubna Ben Allal, HuggingFace [LS Live! @ NeurIPS 2024]
- Best of 2024 in Vision [LS Live @ NeurIPS]
- 19 more episodes that year, every mention in 2024 →
2023 29 mentions in 9 episodes 3 per episode
- The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
- Beating GPT-4 with Open Source Models - with Michael Royzen of Phind
- Powering your Copilot for Data - with Artem Keydunov from Cube.dev
- The End of Finetuning — with Jeremy Howard of Fast.ai
- Generating your AI Media Empire - with Youssef Rizk of Wondercraft.ai
- RWKV: Reinventing RNNs for the Transformer Era
- The "Normsky" architecture for AI coding agents — with Beyang Liu + Steve Yegge of SourceGraph
- Why AI Agents Don't Work (yet) - with Kanjun Qiu of Imbue
- 1 more episode that year, every mention in 2023 →
Everything said about Microsoft, oldest first
Aug 31, 2023 bullish
Microsoft and Other Research Labs Cite RWKV in Architecture Papers
“Ever since that initial paper came out, there was ResNet, there's I think there's two more, there's a few more additional papers coming out, one from Microsoft, one from other organizations that are literally exploring the whole idea, once again, of scalable n…”
Dec 5, 2023 bearish
Dec 5, 2023 neutral
Mar 27, 2024
Altman and Luan pitched Microsoft's top leadership before the OpenAI investment
“The last meeting we did with Microsoft, Before Microsoft invested in OpenAI, Sam Altman, myself, and our CFO flew up to Seattle to do the final pitch meeting. And I'd been a founder before, so I always had like a tremendous amount of anxiety about partner meet…”
Feb 11, 2025 neutral
Apr 11, 2025 neutral
Apr 11, 2025 neutral
Conrad: NVIDIA avoids customer concentration to prevent hyperscaler price setting
“It's really bad for NVIDIA if you have customer concentration, and Microsoft and Google and Amazon, like, Oracle to, like, buy up your entire supply and then you have four or five customers or so who pretty much get to set prices.”
Jul 16, 2025 negative
Rizwan: Maintaining a VS Code fork is notoriously difficult and resource-intensive
“No, I actually like pity anybody that has to fork VS Code because Microsoft makes it like notoriously difficult to maintain these forks. So a lot of resources and efforts go into just maintaining, keeping your fork up to date with all the updates that VS Code …”
Jul 28, 2025 positive
Mohan: Microsoft Word spreads virally across companies through forced review compatibility
“Microsoft Word is a crazy product. It made it so that the moment you review anything in Microsoft Word, the only way you can review it is with other people in Microsoft Word. It's like this virus that penetrates everything, and it's not only penetrates it with…”
Nov 3, 2025 positive
Hyperscalers with fixed architectures should build custom AI inference ASICs
“If I was sort of in house, maybe XAI is a good example of this, or Microsoft is another one where they kind of know the model architecture a priori then they absolutely should make an ASIC that is custom designed for that model architecture that they're curren…”
Nov 10, 2025 positive
Nov 10, 2025 neutral
Dec 28, 2025 neutral
Dec 28, 2025 bullish
Altman, Nadella, and Pichai publicly committed to adopting MCP around April
“And then like, you had this like inflection point around April with like Sam Altman and Satya and Sundar and all posting about like MCP and that they're going to adopt MCP at Microsoft, at Google. At OpenAI and that was really like the big inflection point.”
Dec 28, 2025 positive
Dec 30, 2025 positive
Nair: Public corporate boards may govern AI more democratically than non-profit boards
“When the blip happened, one of my reactions was like, well, you know, this nonprofit board stuff, like, actually, if it takes such somewhat, like, surprising, Maybe erratic actions, like maybe you'd rather just have, like, you know, a thing like the Microsoft …”
Feb 24, 2026 positive
Feb 24, 2026 positive
Feb 24, 2026 bearish
O'Laughlin: Excel, Bloomberg, and Traditional IDEs Are Obsolete Due to AI Agents
“I believe every one of these IDEs are done. It's dead over and gone and dead. I just think it's, why? Why? It doesn't, like, just imagine the concept of you. Like, I remember when I learned Bloomberg. I had to, like, watch videos to learn about all the random …”
Mar 17, 2026 negative
Rieseberg: Desktop apps need embedded Chromium because OS WebViews are inadequate
“The reason to go with your own embedded rendering engine is because, and this is still true in 20, 26, the operating system rendering engines are not that good. They're just not that good. Both Microsoft and Apple are trying to move away from that. They so far…”
Mar 17, 2026 bullish
Rieseberg: Claude Cowork's extensibility mirrors the key driver of VS Code's success
“My personal belief is that the hackability and the extendability has like played a pretty big role, right? You can hook in Visual Studio Code to like almost any workload. It's so easy to hack on, so easy to build extensions for it. And I think cold work might …”
Mar 17, 2026 negative
Rieseberg: Dual-cursor AI desktop concepts fail due to OS architecture
“We could do a second cursor, but that actually breaks down quite a bit. Even if you go and like present cool dreams to both Apple and Microsoft, you're like, wouldn't it be cool if it breaks down quite a bit because so many of our models on a computer are buil…”
Mar 24, 2026
Kulik: Academic Labs Must Avoid Problems Solvable by Brute-Force Compute
“For sure, Microsoft, Meta, those ones are kind of like the companies that have basically infinite resources, and as an academic, I don't have infinite resources, you know, but we have an interest in problems that, you know, haven't crossed the radar of those c…”
Apr 22, 2026
Parakhin: Bing Sydney's personality was deliberately engineered, not purely emergent
“What almost everybody doesn't fully realize is that it wasn't by accident that Sydney was Sydney. I mean, we spent a lot of effort on personality shaping. We, I mean, it was a bit of my Yandex legacy where previously we did this Alice digital assistant which w…”
Apr 22, 2026
Parakhin: Bing Sydney first launched in India using Megatron, not OpenAI
“The funny thing, I mean, the most interesting anecdote is that Sydney was first shipped in India for and it was not noticed for a long time. And first implementation of Sydney didn't even have open AI model under it. It was during Megatron. Microsoft and the N…”
Jun 2, 2026 positive
Daigle: GitHub uses Microsoft Teams for video, but keeps Slack for ChatOps
“So we use teams for video communication, like, but we don't use it for chat.
We get home for a long, long history, right?
We always talk about chat ops and like, everything is built into slack, like every command, every flow, even though you have been acquired…”
Jun 2, 2026 positive
GitHub deploys Microsoft's WorkIQ context engines to its internal developers
“These little, like oversimplifying it context engines are wild good, and, like, we've given them to our developers at GitHub. We've given them to employees at GitHub as we've used these tools to be able to just ask questions around
Everything that you have in …”
Jun 3, 2026 bullish
Jun 3, 2026 positive
Nadella says LinkedIn merged design, PM, and engineering into full stack builders
“At LinkedIn, they did structurally change and, you know, basically built up a new discipline called full stack builder, right? So they went and said, hey, let's bring people from design and product management, front end engineering, all put them together but a…”
Jun 3, 2026 positive
Nadella: Managing multi-agent coding requires completely rebuilding IDE interfaces beyond chat
“Coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we launched is like, oh my God, I have these hundred agent sessions. I, the cognitive load, it transfers back to me as a human is so excessive that now …”
Jun 3, 2026 neutral
Nadella warns AI datacenters require delivering tangible benefits to local communities
“Unless we as an industry are very principled about ensuring That the benefits of all the stuff we're talking about are felt in real ways at the community level, right? Because this is not just a campaign right? It has to be real where people are saying, look, …”
Jun 3, 2026 bullish
Nadella: AI agent usage of Microsoft 365 will exceed human users
“So the value creation opportunity now in the agent world is in fact, 10 X more, but it does require us to have, for example, there's going to be usage around M three six five, right? Which is going to be perhaps more than even the end users. And we have to eve…”
Jun 3, 2026 positive
Jun 3, 2026 bullish
Nadella: In six months users will routinely have AI autopilots working overnight
“I'm positive that six months from now, we'll all be saying, oh, wow, like all through night, the night, there was a bunch of stuff that all these autopilots that I have working on my behalf with my delegated authority, so to speak, right? I can sort of given e…”
Jun 3, 2026 bullish
Nadella predicts AI agent knowledge traces will become corporate balance sheet assets
“Which is when a company says it should in fact go onto the balance sheet is how I think about it, right? That's so, in fact, there may be like human capital was never possible to go put on a balance sheet because you didn't know how to capture the tacit knowle…”
Jun 3, 2026 bearish
Jun 3, 2026 positive
Nadella says Azure networking team requested AI tokens over headcount for operations
“So they built this agentic system. They even have a character for it. It's called Miles and it sort of does all this stuff. Right. They started sort of screaming for more tokens and so on, and so they were saying, look, we don't need headcount, we need tokens …”
Jun 3, 2026
Jun 3, 2026 positive
Nadella: Work IQ turns Microsoft 365 into an accessible database
“The same thing is now happening with M three six five, because with work IQ, we have exposed what was perhaps the most important database in a company that never got used as a database because it was only captive to our apps, right? It was all email operated o…”
Jun 17, 2026 positive