Microsoft
includes Microsoft Excel, Microsoft PowerPoint, Microsoft Clarity, Microsoft Teams, Microsoft Windows, Microsoft Outlook, Microsoft Azure, Microsoft Bing, Microsoft Copilot, Microsoft Word, Microsoft 365, Microsoft Research and 11 more
45 statements across 29 episodes · 15 bullish · 10 bearish · 28 people on the record · first statement Sep 18, 2022 by Jason Shah · said 483 times in 120 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Lenny Rachitsky (158), Ronny Kohavi (39), David Placek (13), Oji Udezue (12), Ryan J. Salva (11), Matthew Dicks (11), Asha Sharma (11), Rahul Vohra (10)
tap a year for its mentions
2026 9 mentions in 6 episodes 2 per episode
- How to be a CEO when AI breaks all the old playbooks | Sequoia CEO Coach Brian Halligan
- We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
- How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
- OpenAI’s head of platform engineering on the next 12-24 months of AI | Sherwin Wu
- Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
- “I like being scared”: Molly Graham’s frameworks for rapid career growth | Molly Graham
- every mention in 2026, scene by scene →
2025 152 mentions in 29 episodes 5 per episode
- Microsoft CPO: If you aren’t prototyping with AI you’re doing it wrong | Aparna Chennapragada
- Naming expert shares process for creating billion-dollar brands: Vercel, Azure, Windsurf, Sonos
- How 80,000 companies build with AI: Products as organisms and the death of org charts | Asha Sharma
- Superhuman's secret to success | Rahul Vohra (CEO and founder)
- Unconventional product lessons from Binance, N26, Google, more | Mayur Kamat (CPO at N26)
- From ChatGPT to Instagram to Uber: The quiet architect behind the world’s most popular products
- The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
- Why AI is disrupting traditional product management | Tomer Cohen (LinkedIn CPO)
- 21 more episodes that year, every mention in 2025 →
2024 48 mentions in 20 episodes 2 per episode
- Hard-won lessons building 0 to 1 inside Atlassian | Tanguy Crusson (Head of Jira Product Discovery)
- 5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
- Building Wiz: the fastest-growing startup in history | Raaz Herzberg (CMO and VP Product Strategy)
- Pattern Breakers: How to find a breakthrough startup idea | Mike Maples, Jr. (Partner at Floodgate)
- Seth Godin's best tactics for building remarkable products, strategies, brands and more
- Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua
- The ultimate guide to paid growth | Timothy Davis (Shopify)
- The paths to power: How to grow your influence and advance your career | Jeffrey Pfeffer (Stanford)
- 12 more episodes that year, every mention in 2024 →
2023 214 mentions in 50 episodes 4 per episode
- The ultimate guide to A/B testing | Ronny Kohavi (Airbnb, Microsoft, Amazon)
- How to tell better stories | Matthew Dicks (Storyworthy)
- The 10 traits of great PMs, AI, and Slack’s approach to product | Noah Weiss (Slack, Google)
- Picking sharp problems, increasing virality, and unique product frameworks | Oji Udezue (Typeform)
- How to measure and improve developer productivity | Nicole Forsgren (Microsoft Research, Github)
- Hot takes and techno-optimism from tech’s top power couple | Sriram and Aarthi
- An inside look at Figma’s unique GTM motion | Claire Butler (first GTM hire)
- Storytelling with Nancy Duarte: How to craft compelling presentations and tell a story that sticks
- 42 more episodes that year, every mention in 2023 →
2022 60 mentions in 15 episodes 4 per episode
- The role of AI in new product development | Ryan J. Salva (VP of Product at GitHub)
- The rituals of great teams | Shishir Mehrotra, Coda, YouTube, Microsoft
- How to hit revenue targets in a recession | Sahil Mansuri (Bravado)
- Building a meaningful career | Jason Shah (Airbnb, Amazon, Microsoft, Alchemy)
- What it takes to become a top 1% PM | Ian McAllister (Uber, Amazon, Airbnb)
- Building better roadmaps | Janna Bastow (Mind the Product, ProdPad)
- Using behavioral science to improve your product | Kristen Berman (Irrational Labs)
- Countdown of the top 10 episodes of the year
- 7 more episodes that year, every mention in 2022 →
Everything said about Microsoft, oldest first
Sep 18, 2022 negative
Mar 9, 2023 neutral
Mar 12, 2023
Mar 19, 2023 positive
Miller: Web browsers are high-margin, cash-printing products with low marginal costs
“Browsers print cash. There is a reason why they're owned primarily by Google, Apple, Microsoft. They're incredibly high margin. They're incredibly lucrative, low marginal costs. The cost of revenue is incredibly low, et cetera.”
Jul 27, 2023 neutral
Jul 27, 2023 neutral
Microsoft's overall experiment failure rate is 66%, reaching 85% at Bing
“So overall at Microsoft, About 66%, two-thirds of ideas fail, right? And don't think the 66 is accurate. Like, you know, it's about two-thirds. At Bing, which is a much more optimized domain after we've been optimizing it for a while, the failure rate was arou…”
Jul 27, 2023 positive
Bing's search relevance team targets 2% annual compounding improvement
“One is at Bing, the relevance team. Hundreds of people all working to improve Bing relevance. They have a metric. We'll talk about, oh, we see the overall evaluation criterion, but they have a metric that their goal is to improve it by two percent every year. …”
Jul 27, 2023 negative
Jul 27, 2023 negative
Bing wasted 100 person-years integrating social feeds before shutting it down
“We hooked into the Twitter Firehose feed, and we hooked into Facebook, and we spent a hundred person years on this idea, and it failed. You don't see it anymore. It existed for about a year and a half, and all the experiments were just negative to flat.”
Jul 27, 2023 neutral
Sep 7, 2023
Sep 14, 2023
Nov 2, 2023 neutral
Jan 11, 2024 positive
Schillace: Giving multi-agent AI systems shared whiteboard memory makes them smarter
“We were trying to get multiple versions of them working together, like multi-agents working together, and we gave them whiteboard Working memory, like as a shared working memory thing to fix this problem, and that turns out to make them much smarter.”
Jan 11, 2024 neutral
Schillace: Google Docs won market share, but Microsoft kept the money
“In retrospect, they did fine. Like, we took a bunch of market share, but they kept all the money, basically. So, you know, we being Google, like, you know, so, like, they survived it. Like, you know, they survived. They did a good job surviving the challenge. …”
Jan 25, 2024 positive
Moore: Microsoft Copilot is a low-risk Main Street adoption product
“If you go to Chat to Microsoft Copilot. You're on Main Street. You're not taking any risk. You're experimenting with a new thing. It's kind of cool. Makes you more productive. God bless. You know, it's just kind of like just an add-on to Teams or to your whole…”
Mar 24, 2024 neutral
Rachitsky: Leading US tech and enterprise CEOs were born in India
“Today the CEOs of Microsoft, Alphabet, Adobe, which is a two hundred fifty billion dollar company, turns out, IBM, which is a hundred seventy billion dollar company, Palo Alto Networks, which is a hundred billion dollar company, even Starbucks, also a hundred …”
Mar 24, 2024 positive
Jun 9, 2024
Jun 13, 2024 negative
Jul 25, 2024
Sep 8, 2024
Sep 19, 2024 neutral
Nov 10, 2024 neutral
Rachitsky: Major tech companies hire product managers, not product owners
“Google has no product owners as far as they know. Amazon, Microsoft, Netflix, like no company you, you've heard of that's a tech company has a product owner. They have, or they're all product managers. They're all product managers.”
Nov 17, 2024 positive
Wiz's four co-founders have worked together for over 22 years
“Before, Wiz is actually their second company together. So before Wiz, they founded Adalom, which sold to Microsoft. That's how they all ended up in Microsoft in the first place. And even before that, they all worked together in the Israeli army. So they've kno…”
Dec 22, 2024 bearish
Jan 9, 2025 bullish
Jan 9, 2025 neutral
Houston: Incumbent platform bundling acts like a gradual boa constrictor
“There's a big time lag where between when these products launch and when they actually have an impact, because often it's not so much the existence of the product or its availability, it's the sort of Constant bundling or the constant iteration or, you know it…”
Feb 16, 2025
May 1, 2025 negative
May 18, 2025 positive
Chennapragada uses AI to simulate how Satya Nadella will react to pitches
“By the way, that is actually one of my common use cases, which is the WWXD. I call it, what would X do? Like, I used to say, hey what would Satya think about, like, this particular set of conversations or ideas that we are pitching and so on.”
May 18, 2025 positive
Chennapragada: Microsoft created simulated companies to test autonomous AI agents
“What we've done is like, we've actually set up in like a comp external, like a fake company and said, Hey, if you are somebody who wants to come play with some of the cutting edge science projects and deep research agents and, you know, agents at work, Come, c…”
May 18, 2025 bullish
May 18, 2025 positive
Chennapragada: Prompt sets are replacing PRDs in the AI era
“In this day and age, if you're not prototyping and building to see what you want to build, I think you're doing it wrong. I call it the prompt steps of the new PRDs, right? Like, I really insist on folks saying, if you're building new projects, new features, o…”
May 22, 2025 negative
Founder DNA actively prevents tech giants from succeeding in misaligned product categories
“I have this premise that certain companies can never succeed at certain type of products, right? Like Microsoft with mobile or Google with social or Facebook with enterprise, right? It's just the DNA of the founder actively acts against you succeeding there.”
Jun 29, 2025 neutral
Placek: Microsoft originally requested an Azure name starting or ending in 'cloud'
“They came to us to develop a name that started or ended with cloud. Made sense to them because it was a cloud service. And our reaction was, if you do that, ah, you're gonna be in an ocean of other cloud this, cloud that.”
Jun 29, 2025 neutral
Aug 28, 2025 bullish
Aug 28, 2025 positive
Sharma: Enterprise AI platform success depends on data residency and reliability
“It's not all the features for the platform that matters. It's the data residency. So the hospital in Germany that's fine tuning a model can do so in confidence and the data isn't going to leave the region. It's the availability. It's the reliability. It's, you…”
Aug 28, 2025 positive
Sharma: 600,000 expert annotations boosted Microsoft Dragon AI acceptance to 83%
“We've got an AI product called Dragon that's for physicians. And we saw a massive difference from when we used, you know, synthetic fine tuning to when we annotated 600,000 patient physician interactions by experts and actually fed that into the model and cont…”
Aug 28, 2025 neutral
Sharma: Traditional strategy docs will fade into interactive applications and artifacts
“I think docs themselves, like for every idea, for every, you know, need will just start to kind of fade into, you know, applications and different artifacts. In the productivity suite, which you know, is just a different way of working.”
Aug 28, 2025 positive
Sharma: Continuous reward-model tuning is every AI company's true IP
“The whole KPI is what is the metabolism of a product team to be able to ingest data and then digest the rewards model and then create some sort of outcome? Because these models are so effective at this point, you want to start to tune them to certain types of …”
Dec 18, 2025 negative
Feb 15, 2026 negative
Sep 8, 2026 negative
Ugarte: Microsoft and early rivals lost AI coding lead due to culture
“AI coding has always been competitive from when cursor first, first kind of came to be. And at the time the competitors were Microsoft and others and a handful of maybe 10 or 20 companies. And I think it's notable that none of those competitors are at the fore…”