Microsoft
includes Microsoft Excel, Microsoft Azure, Microsoft PowerPoint, Microsoft Word, Microsoft SQL Server, Microsoft Windows, Microsoft Bing, Microsoft Copilot, Microsoft Fabric, Microsoft SharePoint, Microsoft Power BI, Microsoft Office and 16 more
35 statements across 25 episodes · 13 bullish · 6 bearish · 21 people on the record · first statement Dec 18, 2014 by Yann LeCun · said 603 times in 171 episodes since 2013 · across every show →
Mentions by year, the whole family
brought up most by Matt Turck (78), Benedict Evans (42), George Sivulka (25), Amr Awadallah (18), Mike Palmer (15), Tomasz Tunguz (13), Sandy Steier (11), Mike Tuchen (11)
tap a year for its mentions
2026 74 mentions in 12 episodes 6 per episode
- Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- How to Build Autonomous, Long-Horizon AI Agents | Basis
- Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction
- Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job
- The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads
- Cerebras CEO: Why GPUs Can't Do Fast Inference
- 4 more episodes that year, every mention in 2026 →
2025 80 mentions in 12 episodes 7 per episode
- Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
- AI Eats the World: Benedict Evans on What Really Matters Now
- AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
- Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
- Snowflake CEO on Winning the AI Arms Race
- Jeremy Howard on Building 5,000 AI Products with 14 People (Answer AI Deep-Dive)
- From Selfie to Studio: Captions CEO on AI Video for 10M Creators
- Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech
- 4 more episodes that year, every mention in 2025 →
2024 83 mentions in 20 episodes 4 per episode
- AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
- Is AI a platform shift or a paradigm shift? With Benedict Evans
- Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
- AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com
- How ClickHouse powers Netflix, Uber and Spotify’s Analytics | Aaron Katz, CEO of ClickHouse
- From Tiny Romanian Startup to Global AI Automation Leader | Daniel Dines, CEO of UIPath
- Building the Easy Button for Generative AI | May Habib, CEO, Writer
- Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- 12 more episodes that year, every mention in 2024 →
2023 73 mentions in 17 episodes 4 per episode
- LLM Powered Search | Vectara Founder & CEO, Amr Awadallah
- AI and the Future of Knowledge Work with Hebbia’s CEO George Sivulka
- Data Visibility & Control | BigID Co-Founder & CEO Dimitri Sirota
- Perplexity AI CEO on Dethroning Google & Redefining Search
- How Moody’s Analytics Is Using AI to Transform Credit Risk | Cristina Pieretti & Yimei Fan
- Democratizing Video Creation with AI: Lessons From Synthesia’s Journey to 50k+ Customers
- Guardrails AI: The Playbook for Safer, Hallucination-Free LLMs — Shreya Rajpal Explains
- Reinventing Search with AI: Richard Socher on Building You.com & the Future of Google
- 9 more episodes that year, every mention in 2023 →
2022 9 mentions in 7 episodes 1 per episode
- Separating Data Hype From Substance | Fireside Chat with Mode Co-Founder Benn Stancil
- A Cloud SQL Database Built for Survival | Cockroach CEO & Co-Founder, Spencer Kimball
- Leveraging People Data at Scale | ADP Chief Data Officer, Jack Berkowitz
- Modern Data Orchestration | Astronomer Co-Founders Pete DeJoy & Viraj Parekh
- Fireside Chat: Felix Van de Maele (Co-Founder & CEO, Collibra) with Matt Turck (Partner, FirstMark)
- Fireside Chat - Azeem Azhar (Author, The Exponential Age) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Emil Eifrem (Co-Founder & CEO, Neo4j) with Matt Turck (Partner, FirstMark)
- every mention in 2022, scene by scene →
2021 27 mentions in 11 episodes 2 per episode
- Top 10 Trends in AI, Machine Learning and Data for 2022
- Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Ali Ghodsi (Founder & CEO, Databricks) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Victor Riparbelli (Founder & CEO, Synthesia) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Bindu Reddy (Founder & CEO, Abacus.AI) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Nick Schrock (Founder & CEO, Elementl) with Matt Turck (Partner, FirstMark)
- 3 more episodes that year, every mention in 2021 →
2020 20 mentions in 10 episodes 2 per episode
- How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
- Fireside Chat: Alex Rinke (Founder & CEO, Celonis) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Nate Stewart (CPO & BOD at Cockroach Labs) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Jerome Pesenti (Head of AI, Facebook) with Matt Turck (Partner, FirstMark)
- NLP—The Most Important Field of ML // Clement Delangue, Hugging Face (FirstMark's Data Driven NYC)
- Fireside Chat: Jeremiah Lowin (Prefect), Tristan Handy (dbt) with Matt Turck (Partner, FirstMark)
- Fireside Chat: Amit Bendov (Founder & CEO, Gong) with Matt Turck (Partner, FirstMark)
- Fireside Chat: David Cancel (Founder & CEO, Drift) with Matt Turck (Partner, FirstMark)
- 2 more episodes that year, every mention in 2020 →
2019 33 mentions in 13 episodes 3 per episode
- Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
- Why Does The World Need Another Computer? // Anant Bhardwaj, Instabase (FirstMark's Data Driven NYC)
- Data Science Is A Literacy, Not A Job // Peter Wang, Anaconda (FirstMark's Data Driven NYC)
- Fireside Chat: Thomas Reardon, Founder & CEO, CTRL-Labs (FirstMark's Data Driven NYC)
- Empowering Superheroes at Work // Rich Waldron, Tray (FirstMark's Data Driven NYC)
- Fireside Chat: Pedro Domingos, Head of Machine Learning, DE Shaw (FirstMark's Data Driven NYC)
- What's Next for Open-Source Time Series Data? // Paul Dix, Influx Data (FirstMark's Data Driven NYC)
- Apache Druid & An Introduction to Data Rivers // FJ Yang, Imply (FirstMark's Data Driven NYC)
- 5 more episodes that year, every mention in 2019 →
2018 48 mentions in 9 episodes 5 per episode
- Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
- Fireside Chat: Mike Tuchen, CEO of Talend (TLND) (FirstMark's Data Driven NYC)
- Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
- Building an Operating System for AI // Diego Oppenheimer, Algorithmia (FirstMark's Data Driven)
- Fireside Chat: Roger Ehrenberg, Managing Partner at IA Ventures (FirstMark's Data Driven)
- Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
- $0 to $60M in 2 Years // Bob Moore, Crossbeam (FirstMark's Data Driven NYC)
- 3 Heretical Ideas on the Future of Data // Ajay Kulkarni, TimescaleDB (FirstMark's Data Driven NYC)
- 1 more episode that year, every mention in 2018 →
2017 34 mentions in 13 episodes 3 per episode
- Drug Discovery as a Data Problem // Sajith Wickramasekara, Benchling (FirstMark's Data Driven)
- Big Data as a Service // Prat Moghe, Cazena (FirstMark's Data Driven)
- Cybersecurity Data at Scale // Sam Kassoumeh & Bob Sohval, SecurityScorecard (Data Driven)
- Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
- AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
- Graph Theory and Cybersecurity Data // Liz Maida, Uplevel Security (FirstMark's Data Driven)
- AI, Big Data, and Data Governance // Stan Christiaens, Collibra (FirstMark's Data Driven)
- Fake News, Alternative Facts and the Enterprise // Satyen Sangani, Alation (FirstMark's Data Driven)
- 5 more episodes that year, every mention in 2017 →
2016 31 mentions in 11 episodes 3 per episode
- A Fireside Chat With MongoDB CTO Eliot Horowitz (Data Driven NYC / FirstMark)
- Becoming an Internet Company // Raymie Stata, Altiscale [FirstMark's Data Driven]
- Lessons Learned from Advanced Data Science Orgs // Domino Data Lab [FirstMark's Data Driven]
- A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
- Making Big Data Accessible Using the Cloud // Ashish Thusoo, Qubole [FirstMark's Data Driven]
- The Benefits of Fast Business Intelligence // Amir Orad, Sisense (Hosted by FirstMark Capital)
- Marketing With Data // Katrin Ribant, Datorama [FirstMark's Data Driven]
- A Kafka-Powered Real-Time Streaming Platform // Neha Narkhede, Confluent [FirstMark's Data Driven]
- 3 more episodes that year, every mention in 2016 →
2015 29 mentions in 12 episodes 2 per episode
- Howie Liu, Airtable // Founding Airtable (Hosted by FirstMark Capital)
- Liz Crawford, Birchbox // Data Science & Analytics at Birchbox (Hosted by FirstMark Capital)
- Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital)
- Anthony Deighton, Qlik: Top 10 Requirements For Visual Analytics (Hosted by FirstMark Capital)
- Anand Sanwal, CB Insights // What's Next? (Hosted by FirstMark Capital)
- Jake Porway, DataKind // Data For The Greater Good (FirstMark / Data Driven NYC)
- David Luan, Dextro // Real-World Video Understanding (FirstMark / Data Driven NYC)
- Forecasting Content with Mashable's Chief Data Scientist
- 4 more episodes that year, every mention in 2015 →
2014 41 mentions in 12 episodes 3 per episode
- Sandy Steier, 1010data // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital)
- Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)
- Mike Abbott, KPCB // Data Driven #30 // Oct 2014 (Hosted by FirstMark Capital)
- Stephen Purpura, Context Relevant // Data Driven #26 // April 2014 (Hosted by FirstMark Capital)
- Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
- Michael Rubenstein and Catherine Williams, App Nexus // Data Driven #31 // Nov 2014
- Michael Schmidt, SiSense // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital)
- Joe Reisinger, Premise // Data Driven NYC 21 // Dec 2013 (Hosted by FirstMark Capital)
- 4 more episodes that year, every mention in 2014 →
2013 21 mentions in 12 episodes 2 per episode
- Mike Dauber, Battery Ventures // Data Driven NYC 19 // October 2013 (interviewed by Matt Turck)
- Panel discussion // Data Driven NYC #9 // Nov 2012
- Panel: Continuuity, Sailthru and Visual Revenue // Data Driven NYC #7 // June 2012
- John Foreman, Mailchimp // Data Driven NYC 19 // October 2013
- Hilary Mason, Bitly // Data Driven NYC #3 // Feb 2012
- Hilary Mason // Data Driven NYC 20 // Nov 2013
- Vaclav Petricek, eHarmony // Data Driven NYC 19 // October 2013
- Michael Flowers, New York City // Data Driven NYC #17 // June 2013
- 4 more episodes that year, every mention in 2013 →
Everything said about Microsoft, oldest first
Dec 18, 2014 positive
LeCun: Apple, Android, and Microsoft mobile speech recognition use deep learning
“So probably many of you know that most You know, mobile speech recognition application search and stuff like that uses deep learning for the last two years. This is both for, you know, Apple, Android, Microsoft. All of those applications use deep learning for …”
Feb 3, 2017 positive
Jul 13, 2017 neutral
Sep 28, 2017 bearish
Oct 17, 2018 positive
Jan 17, 2019 bearish
Cloud giants will turn backend open-source software into a corner case
“So I just think Amazon, Microsoft, and Google are, like, absolutely, like, moving far, far away from the pack in terms of their ability to create infrastructure software. So I feel like from now on it's like their game to write our databases and our message qu…”
Mar 19, 2019 positive
Cloud incumbents struggle against open-source startups under $100M revenue
“Listen, if you're in the first hundred million dollars Because of revenue, and you're the innovator, and you own the code, I think it's incredibly difficult for these larger incumbents, you know, Google, Amazon, and Microsoft to compete against with you. They …”
Sep 17, 2019 neutral
Mar 15, 2021 positive
Mar 23, 2023
Turck: Google invented the Transformer but is playing catch-up
“So in GPT, which stands for generative pre-trained transformers, the T is a transformer architecture that was actually Developed at Google, and the irony is that Google is playing catch-up to Microsoft and OpenAI right now because OpenAI accelerated the develo…”
Apr 26, 2024 negative
Apr 26, 2024 bearish
Turck says horizontal AI startups will struggle against reactive tech incumbents
“It seems that for stuff that's very horizontal startups are going to have a harder time building long lasting businesses because in this Cycle. They are facing a very different type of incumbents compared to prior platform shifts where you know, this time you'…”
May 16, 2024 positive
May 16, 2024 positive
May 16, 2024 bullish
Antitrust locks Big Tech out of M&A, empowering Snowflake and Databricks
“But you look at like Amazon, Google, Facebook, Microsoft, all are under an attack trust and basically impossible for them to acquire. So there's, you don't really have the big chip stacks at the table anymore, which means if you're an acquirer like Snowflake o…”
Oct 17, 2024 bullish
Nov 8, 2024 positive
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
May 1, 2025 negative
Mike Palmer: Microsoft Fabric is a marketing rebrand of legacy software
“And I'm directly accusing Microsoft here. I think their application products are not good in their cloud products. I think fabric is a run it back strategy on office through 65, where they just provide a marketing name to some longstanding old products.”
May 22, 2025
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Jun 12, 2025 positive
Dohmke: AI was part of Microsoft's 2018 GitHub acquisition memo
“One additional thing was in fact AI and saying, we believe there's a future that where we can train AI models on the graph is I think what we called it of all the source code that is stored on, on GitHub, but also on the relationships between the developers, y…”
Jun 12, 2025
Jun 12, 2025 neutral
Jun 12, 2025 positive
Jun 12, 2025
Jun 12, 2025 neutral
Jul 3, 2025 neutral
Oct 30, 2025 neutral
Feb 5, 2026 neutral
Feb 5, 2026 neutral
Patel: Microsoft Nebius NJ data center didn't drive power price hikes
“That data center has nothing to do with power prices going up. It's super storm standee, like five years ago, knocking or whatever, how many years ago, knocking down the state's electrical infrastructure and then the, then improving all these improvements. And…”
Feb 5, 2026
Patel: AI model performance is a lagging indicator of prior hardware CapEx
“Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year. Same with Anthropic and Amazon Google and their models now being so good now is th…”
Mar 19, 2026 bearish
Apr 10, 2026
Microsoft employees initially viewed Visual Studio Code as a toy
“And when Visual Studio Code first was released inside the company, there was a feeling that this is a toy. This is not for real developers, because the real developers, they need Visual Studio, which is why Visual Studio Code is such a complicated long name, b…”
Jul 2, 2026 neutral
Jul 9, 2026 positive
Jul 16, 2026
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”