Microsoft, every mention
23 scenes (said by Benedict Evans), the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Matt Turck 78Benedict Evans 42George Sivulka 25Amr Awadallah 18Mike Palmer 15Tomasz Tunguz 13Sandy Steier 11Mike Tuchen 11Chris Dixon 11Richard Socher 10
Verbatim, from the transcripts: the passages where Microsoft comes up
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 2:05 Benedict Evans That's how Windows and Google and Facebook and Instagram and TikTok and iOS, what we're kind of used to in tech is that software by definition has no capital or very little capital, but it has network effects. 2 times in the scene
- ▶ 2:30 Benedict Evans But the question with LLMs is, like, they're very expensive and very hard, and so you can kind of fail to get onto the ladder or fall off the ladder for like Microsoft on the one hand and Meta for the meantime on the other hand. 2 times in the scene
- ▶ 2:52 Benedict Evans Which is, like, Google versus Bing. 2 times in the scene
- ▶ 3:42 Benedict Evans Microsoft is mostly services.
- ▶ 21:56 Benedict Evans You know, Apple and Google could not invent everything that was done on the iPhone and Android, and Microsoft couldn't invent everything that was done on the PC. 3 times in the scene
- ▶ 27:15 Benedict Evans And so you've got the, like, the vertical tool that's specialized, and you've got the horizontal general purpose tool, and then you've got this middle case of using Google Sheets and email, or using Excel, or exporting a CSV, or something,… 2 times in the scene
- ▶ 28:14 Benedict Evans Well, this is, this is going to be the other half of it, is now you've got, you expand this category of, like, improvised software, and so where something, it might have been that you do it, get the CSV and do it in Excel, and, or, 3 times in the scene
- ▶ 28:38 Benedict Evans You know, it's like, look at all those PDFs, look at all those PowerPoints, and then look at this PowerPoint. 3 times in the scene
- ▶ 43:52 Benedict Evans So Google and Microsoft are not far behind.
- ▶ 53:32 Benedict Evans Everyone deployed co-pilot and went, oh, okay, that wasn't very successful.
AI Eats the World: Benedict Evans on What Really Matters Now
- ▶ 4:41 Benedict Evans Or, which is the traditional bread and butter of SaaS, is you go and find something, and you unbundle it from Excel, or email, or Salesforce, or, or, or, or SAP.
- ▶ 7:05 Benedict Evans It can't replace Excel, it can't. 2 times in the scene
- ▶ 16:20 Benedict Evans You know, you force, you know, you, you, I mean, the, the, the analogy I always used to use is, you know, you would, um, you've got people who take data out of SAP, put it into Excel, make charts, put charts in PowerPoint.
- ▶ 16:20 Benedict Evans You know, you force, you know, you, you, I mean, the, the, the analogy I always used to use is, you know, you would, um, you've got people who take data out of SAP, put it into Excel, make charts, put charts in PowerPoint.
- ▶ 30:49 Benedict Evans There's make it a feature, which is Google, Microsoft, Amazon, Google, Microsoft, Meta, Apple strategy. 3 times in the scene
- ▶ 40:49 Benedict Evans 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. 2 times in the scene
- ▶ 42:05 Benedict Evans Well, AWS is, you know, the thing always people used to say was, you know, Intel gives and Microsoft takes away that Intel would create more compute and Intel and then new version of Windows would use it all.
- ▶ 45:12 Benedict Evans The other avenue is, why is it that no one installs the Gemini app, or the Copilot app, or the Meta AI app, or the Claude app, or the Grok, is there a Grok app?
Is AI a platform shift or a paradigm shift? With Benedict Evans
- ▶ 2:29 Benedict Evans You know, you unbundle the incumbent, you change the model, you peel something out of Salesforce or Oracle or Excel, you work out your go to market.
- ▶ 9:19 Benedict Evans And I think you could say the same about if you hit file new in Excel, you get all these templates. 5 times in the scene
- ▶ 10:30 Benedict Evans It's like trying to build, it's like trying to build Gmail with access.
- ▶ 16:54 Benedict Evans So there will be generative AI capabilities inside stuff from Google and Microsoft and Oracle. 2 times in the scene
- ▶ 21:41 Benedict Evans It's radically easy to deploy software because you don't have to go and install a Windows, an app on every Windows PC in the company and put it in the company's data center.