Microsoft, every mention
54 scenes (2025), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2025 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
AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
- ▶ 25:02 George Sivulka The spreadsheet in Excel is the most important software to have ever been invented. 3 times in the scene
- ▶ 25:46 George Sivulka Effectively, the new Microsoft Office suite. 2 times in the scene
- ▶ 25:48 George Sivulka And just as Microsoft Office had Word, and PowerPoint, and Excel, uh, we have Matrix, and then actually a variety of other applications, some of which I can talk about, some of which I can't, and we have a chatbot.
- ▶ 25:48 George Sivulka And just as Microsoft Office had Word, and PowerPoint, and Excel, uh, we have Matrix, and then actually a variety of other applications, some of which I can talk about, some of which I can't, and we have a chatbot.
- ▶ 32:12 George Sivulka Just like you don't ping the cloud to run your Excel model unless you're in Google sheets.
- ▶ 33:40 George Sivulka Um, it can make a, you know, a license request and license grant will say, okay, you have to use Azure, you have to use X, Y, or Z models.
- ▶ 38:55 George Sivulka I think longer term, just as I'm talking about how generalization beats specialization, you saw over the last 20 years of enterprise SaaS, Excel get unbundled into a million specialization things. 2 times in the scene
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?
Jeremy Howard on Building 5,000 AI Products with 14 People (Answer AI Deep-Dive)
- ▶ 4:56 Matt Turck And what about Microsoft, Microsoft Fi?
- ▶ 4:56 Matt Turck And what about Microsoft, Microsoft Fi? 5 times in the scene
Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech
- ▶ 10:37 Evan Kaplan And I, listening to Mike's talk, well, we still use Excel from 1985, so, so there was a little bit of humble pie for us to eat, because it was pretty clear that the language, and this is, this is right around the time of the, we really…
- ▶ 12:17 Evan Kaplan And, and then there are the, you know, there are the fabrics of the world, the redshifts, Athenas, and the big queries, which also have those same dynamics.
- ▶ 25:04 Evan Kaplan Microsoft uses it.
Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
- ▶ 0:59 Matt Turck Why he calls Microsoft Fabric, old products in a shiny wrapper.
- ▶ 0:59 Matt Turck Why he calls Microsoft Fabric, old products in a shiny wrapper. 2 times in the scene
- ▶ 1:02 Mike Palmer They basically take an old product like Power BI, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more money for it.
- ▶ 3:59 Mike Palmer Like the most common, uh, feature in all BI products was the button that said download to Excel.
- ▶ 10:51 Mike Palmer If you went back and looked at Excel's release in 19, Microsoft's release in 1985, looks an awful lot like it does today.
- ▶ 10:51 Mike Palmer If you went back and looked at Excel's release in 19, Microsoft's release in 1985, looks an awful lot like it does today.
- ▶ 22:11 Mike Palmer Uh, and that's kind of the magic that we mostly made work, and when I say mostly, I always tell folks, what's the difference between a spreadsheet in Sigma and a spreadsheet like Excel, and the difference is in Sigma, there is no cell…
- ▶ 30:25 Mike Palmer And I'm directly accusing Microsoft here. 3 times in the scene
- ▶ 30:32 Mike Palmer Uh, 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.
- ▶ 30:32 Mike Palmer Uh, 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. 3 times in the scene
- ▶ 30:48 Mike Palmer They basically take an old product like Power BI, another existing product called Power Apps, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more…
- ▶ 30:48 Mike Palmer They basically take an old product like Power BI, another existing product called Power Apps, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more…
- ▶ 30:48 Mike Palmer They basically take an old product like Power BI, another existing product called Power Apps, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more…
Glean’s Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search
- ▶ 20:04 Matt Turck Uh, transfer that was out of Norway and acquired by Microsoft, like a billion something.
- ▶ 32:17 Arvind Jain But now that we have this platform, which is connected to your Salesforce and your SharePoint and Workday and Google Drive,
Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work
- ▶ 35:37 Aaron Levie It's because we have a conversion engine, takes the Word doc, makes it into a PDF. 2 times in the scene
Snowflake CEO on Winning the AI Arms Race
- ▶ 21:26 Sridhar Ramaswamy We will offer SharePoint connectors.
- ▶ 23:40 Sridhar Ramaswamy Snowflake essentially runs in what we call deployments, which you can think as a point of presence in every major data center that AWS and Azure and GCP have.
- ▶ 55:29 Sridhar Ramaswamy We have written tools to make it easier to migrate data from a source system, whether it's SQL Server or Oracle.
- ▶ 1:04:52 Sridhar Ramaswamy And it's essentially part of the office offering.
- ▶ 1:18:20 Matt Turck Microsoft to deploy OpenAI models, and Enthropic to deploy Claude. 3 times in the scene
- ▶ 1:19:14 Sridhar Ramaswamy With confidence, look at our customer and tell them that their data is not leaving the Snowflake deployment, and it's similarly with Microsoft and Azure and OpenAI.
From Selfie to Studio: Captions CEO on AI Video for 10M Creators
- ▶ 27:54 Gaurav Misra So we switched over actually to Microsoft open AI for a while, and that actually did a lot better. 2 times in the scene
- ▶ 48:00 Matt Turck You mentioned that's important, like OpenAI running on Azure, like are you in a Azure shop? 2 times in the scene
The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
- ▶ 33:28 Amjad Masad And then Microsoft had just come out with, with Copilot in beta.
- ▶ 49:56 Amjad Masad And the kind of mental model they have, you know, if Excel has like a billion users, anyone who's able to use Excel should be able to use Agent. 2 times in the scene
Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
- ▶ 49:38 Matt Turck Starburst and Microsoft, right.
Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
- ▶ 14:22 Ben Rogojan (Seattle Data Guy) One team's still somehow using a SQL server instance.
- ▶ 21:38 Ben Rogojan (Seattle Data Guy) Obviously Azure exists. 2 times in the scene
- ▶ 37:24 Matt Turck Do you view, uh, you know, the hyperscaler, um, you know, whatever Microsoft Fabric or being able to provide, or Databricks trying to provide all the things for all people?
- ▶ 42:05 Matt Turck You know, that, uh, I saw you, you, uh, write in one of your, one of your posts, uh, which I thought was super interesting, especially, like, in contrast to, like, this whole, you know, titanic fight between Databricks and, and, and… 3 times in the scene
- ▶ 48:48 Matt Turck So not an Azure fan, not a Redshift fan.
- ▶ 49:21 Ben Rogojan (Seattle Data Guy) I know they, that's where they're going to pitch themselves, but I just tend to see, again, like I referenced earlier, like the migration from SQL Server to Snowflake has worked really well.
- ▶ 53:49 Ben Rogojan (Seattle Data Guy) And that's when suddenly they're like, okay, can I just put this into Excel because I'll answer it myself.