Microsoft, every mention
47 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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
How to Build Autonomous, Long-Horizon AI Agents | Basis
- ▶ 7:28 Mitch Trojanowski Feature, you know, like implement some feature in your, in your repo or asking it to go and, you know, make a big Excel workbook.
- ▶ 28:38 Mitch Trojanowski You can, things like is the Excel 2 times in the scene
- ▶ 31:55 Mitch Trojanowski Um, you know, you have to compile them all into certain, at least today into workbooks of certain types, which are like big excels.
- ▶ 38:01 Mitch Trojanowski Um, or another example could be imagine you're making PowerPoints and a behavior is, well, before you return the PowerPoint, you should render it an image. 4 times in the scene
- ▶ 55:50 Mitch Trojanowski Going back to the example about, you know, the fast PowerPoint verification.
- ▶ 1:09:01 Mitch Trojanowski Excel models in the world is honestly not that dissimilar either, so I think there's a lot of potential, potential backgrounds for it.
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 7:57 Andrew Feldman Uh, just coming up is a Maya part.
- ▶ 7:59 Andrew Feldman He's a part from, uh, uh, Microsoft, uh, Cerebrus, and there was one other, uh, Grok that got acquired by, by NVIDIA.
- ▶ 13:58 Matt Turck NVIDIA had some announcement around just building chips for Windows computers.
OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
- ▶ 28:19 Matt Turck So I think there's some Microsoft, you did this big, uh, twenty billion dollar deal, uh, with, uh, Cerebras. 2 times in the scene
- ▶ 33:43 Sachin Katti So Microsoft, Google, Amazon, Oracle, uh, we are off the offtake.
The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
- ▶ 3:47 Emily Glassberg Sands Uh, Microsoft and open AI, we're doing something similar with them, like helping businesses make their products discoverable inside copilot and chat GPT.
- ▶ 3:47 Emily Glassberg Sands Uh, Microsoft and open AI, we're doing something similar with them, like helping businesses make their products discoverable inside copilot and chat GPT.
- ▶ 11:04 Emily Glassberg Sands So, uh, with, with Gemini's and with Google, uh, Microsoft, uh, OpenAI, uh, and, um, lots more coming online in, in all three dimensions.
Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- ▶ 26:58 Bryan Catanzaro You know, the original, what, what, uh, we originally called Mnemotron One was actually a project that we did with Microsoft. 2 times in the scene
- ▶ 31:54 Bryan Catanzaro I was telling you that, you know, long, long time ago, our first big model that we trained, we, we did with Microsoft, right? 3 times in the scene
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- ▶ 2:16 Stephen Balaban And there's a reason why the biggest companies in the world, these multi-trillion dollar market cap businesses, whether it's Amazon, Microsoft, Google, Oracle,
State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job
- ▶ 8:56 Matt Turck It's also a really, uh, timely topic as, as we're recording this, uh, there was news that, uh, Microsoft canceled their internal cloud code licenses this week after token based billing, uh, made the cost untenable. 4 times in the scene
- ▶ 13:49 Aaron Levie Microsoft Copilot, or they, they added, they did the add on of the AI product of XYZ vendor, or they could kind of get the cursor licenses within the IT spend.
The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads
- ▶ 11:28 Ivan Borzin But most of knowledge work is still locked into legacy apps inside of windows for the vast majority, like the absolute vast majority. 2 times in the scene
- ▶ 45:27 Ivan Borzin It could be a windows, a Mac, an Android.
- ▶ 49:35 Ivan Borzin It's like, oh, I need a windows and it'll spin up this one.
Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction
- ▶ 3:06 Felix Rieseberg I was at Microsoft at the time.
- ▶ 18:15 Felix Rieseberg If you have a PowerPoint or a Google slides template, you should tell Claude about it.
- ▶ 20:17 Felix Rieseberg SharePoint, whatever people might use, right?
- ▶ 45:56 Felix Rieseberg Um, many years ago, I worked at Microsoft at Microsoft. 3 times in the scene
- ▶ 46:05 Felix Rieseberg So it's a way to build applications that more or less work and look the same on both windows and Mac OS.
- ▶ 46:29 Felix Rieseberg This is not, 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, because Microsoft also had this big application for real developers with…
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
- ▶ 3:17 Matt Turck Not Windows, but if you think of the oligopoly of AWS, Azure, and GCP, those are largely undifferentiated businesses that in, uh, because of the market size seem to be doing quite well. 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.
Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
- ▶ 12:29 Timothée LeCroix Tooling that you wouldn't expect where one thing that we've done is around code modernization, uh, where you're, you turn a bunch of Excel sheets into an actual, like, uh, Python app, uh, and if you have many, many of those sheets, then…
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 9:26 Dylan Patel And then, you know, Microsoft's Maya is not credible, but like, you know, maybe it will be one day, right?
- ▶ 16:15 Dylan Patel All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.
- ▶ 47:12 Dylan Patel Well, New Jersey, the governor's election, like I think literally flipped, like there's like an election that changed recently in New Jersey because power prices were up and people blamed a Microsoft Nebius data center in New Jersey for…
- ▶ 51:03 Dylan Patel 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.
- ▶ 1:04:54 Dylan Patel They were able to just say, Hey, look, here's our Microsoft contract for this many GPUs. 2 times in the scene
- ▶ 1:10:58 Dylan Patel Why would I, why would I use Excel when I can just tell Claude to manipulate CSVs?
- ▶ 1:11:02 Dylan Patel Why would I use Word when Claude will just generate the markdown, and I can copy and paste the markdown directly into our WordPress, and then, you know, and that WordPress is fully formatted now, and it's like, 2 times in the scene