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Microsoft

includes Microsoft Excel, Microsoft Azure, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Windows, Microsoft 365, Microsoft Office, Microsoft Power BI, Microsoft SharePoint, Microsoft BizTalk Server, Microsoft Dynamics and 8 more

21 statements across 19 episodes · 10 bullish · 3 bearish · 17 people on the record · first statement Jul 19, 2020 by Sajith Pai · said 350 times in 132 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (69), Vijay Rayapati (18), Ashmeet Sidana (14), Somesh Dash (12), Raja Manickam (10), Yadhu Gopalan (9), Saravana Kumar (9), Tiago Forte (7)

tap a year for its mentions
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0204020192020202120222023202420252026episodes it came up in
0022044020192020202120222023202420252026episodesmentions per episode
2026 65 mentions in 23 episodes 3 per episode
2025 105 mentions in 32 episodes 3 per episode
2024 51 mentions in 16 episodes 3 per episode
2023 35 mentions in 17 episodes 2 per episode
2022 49 mentions in 18 episodes 3 per episode
2021 15 mentions in 9 episodes 2 per episode
2020 22 mentions in 12 episodes 2 per episode
2019 8 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft, oldest first

Jul 19, 2020 negative
Opinion
Pai: Amazon and Microsoft move slowly and are process-oriented like analog companies
“You worked in a large company, and when I say large company, I'm also saying large tech companies like Amazon, Microsoft. These are as process-oriented as some of the other analog companies. So they move slowly in a very process-oriented fashion, and maybe Goo…”
Sajith Pai Jul 19, 2020 ▶ 57:24 Sajith Pai, Blume Ventures on building personal brands, being open-minded, and unlearning to succeed
Nov 8, 2021 bullish
Prediction Not checkable as stated
Singhal: Tomorrow's Google, Facebook, and Microsoft will originate on blockchain
“Tomorrow's Google, Facebook, Microsoft, we believe would originate on blockchain, right? And hopefully would come from India, right?”
Ashish Singhal Nov 8, 2021 ▶ 25:23 The rise of crypto with 1.5 cr+ Indian investors ft. Ashish Singhal, Founder, Coinswitch
Dec 20, 2021
Assertion Not checkable as stated
Bhatia: Hotmail had two years of runway during Microsoft acquisition talks
“We were very fortunate that our investors you know, gave us you know, More funding so that we could last another two years, you know, without having to worry about running out of capital, if you will.”
Sabeer Bhatia Dec 20, 2021 ▶ 8:52 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
Jul 25, 2022 bullish
Insight
Bhat: Solving BFSI compliance creates a defensible software moat
“BFSIS such as nearly 40% of Microsoft's or Gartner's earnings in a way, right? So it seemed like the largest vertical with the most IT budgets very high moat because they're very risk averse. But if you're able to solve for those, the compliance barriers, then…”
Yamini Bhat Jul 25, 2022 ▶ 19:56 Scaling From 0 to 120Cr+ Revenue Playbook For SaaS-Entrepreneurs in India Ft. Yamini Bhat, CEO-Vymo
Apr 3, 2023 negative
Assertion Not checkable as stated
Radhakrishna: No Indian company exists among global consumer tech giants
“So when you say global tech, it's Google, Facebook, Twitter, you know, Microsoft, everybody else. There is no Indian name there.”
Aprameya Radhakrishna Apr 3, 2023 ▶ 29:05 From TaxiForSure to Koo: The Entrepreneurial Journey of Aprameya Radhakrishna
Sep 1, 2023 positive
Assertion Partly supported
Rayapati: Trilogy paid more than Google and Microsoft in mid-2000s India
“They used to hire like, ah, top of the top, you know. And, ah, they used to pay a lot more than Google, Microsoft Amazon, you know, any of these players back then, right?”
Vijay Rayapati Sep 1, 2023 ▶ 29:33 Selling His Company To A US Public Company (Nutanix) And Now Building Atomicwork, Vijay Rayapati
Nov 10, 2023 positive
Assertion Partly supported
Sharma: Microsoft's 2013 profits exceeded top 20 IT services firms combined
“Microsoft, of course, the profits are through the roof, but the low profit year for them was 2013. But even in that low profit year, they made more profits than the top 20 IT services companies of the world put together.”
Sharad Sharma Nov 10, 2023 ▶ 10:13 UPI Struggle Story, India vs The World, BRAIN DRAIN Challenge I Sharad Sharma I iSPIRT I Neon Show
Dec 15, 2023 neutral
Assertion Supported
Microsoft's Hyderabad research center is likely its largest outside Seattle
“Finally Microsoft put their research center in Hyderabad. And it's a massive research center. I don't know if you know, it's probably the largest outside of Seattle.”
Pramath Raj Sinha Dec 15, 2023 ▶ 17:04 ISB and Ashoka University Founder, Pramath Raj Sinha on The Neon Show
Dec 15, 2023 neutral
Disclosure
Chandrababu Naidu asked ISB to cede five acres to Microsoft
“In fact, they wanted a little bit of extra land, and Mr. Naidoo personally called me, and he said, can you give us five acres of the land that we have sold you? I will give you land on the other side, right? And of course, I couldn't say no to him, even though…”
Pramath Raj Sinha Dec 15, 2023 ▶ 17:39 ISB and Ashoka University Founder, Pramath Raj Sinha on The Neon Show
Jan 26, 2024 bullish
Prediction Not checkable as stated
Kumar: India will build Salesforce-scale tech giants in 10-20 years
“I think maybe in the next two, 20 years, we will see something like the next wave. Like, you know, now we are building products. It's all about now. How do you build a large scale products like Salesforce or Microsoft? It will happen. Eventually it will happen…”
Saravana Kumar Jan 26, 2024 ▶ 40:12 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Sep 28, 2024 bullish
Prediction Not checkable as stated
Parekh: India won't build a tech giant for another 15 years
“So whether we'll get a Microsoft, Google, or we'll get a generative AI startup in India, I don't know, or something else which will happen, but it's not going to happen in the next five years. But it'll probably, you think the probability of that happening in …”
Vipul Parekh Sep 28, 2024 ▶ 43:35 BigBasket Co-founder on 10 Min Delivery, TATA Acquisition, Wealth Creation & More | Neon Show
Mar 15, 2025 positive
What-if
Sharma: Antitrust Action Against Internet Explorer Enabled Google And Facebook
“So about 23 years ago, had they not challenged the monopoly of Internet Explorer, I can tell you Google would not be an important company it is today. You know, you won't have had Facebook as an independent company that you have today. You know, even the curre…”
Sharad Sharma Mar 15, 2025 ▶ 1:01:50 $200B in UPI,1.3B Aadhaar Users, 943M on ID Platform: Why More Indians Must Know about DPI
Mar 21, 2025 bullish
Opinion
Bajaj: Krutrim effectively combines OpenAI, Nvidia, and AWS into one startup
“Krutrim is one of them. So ambitious. You know, it is effectively open AI plus Nvidia plus your Microsoft or AWS all in one, right?”
Avnish Bajaj Mar 21, 2025 ▶ 55:05 10 Unicorns, 5 IPOs, 26 Acquisitions – India’s OG VC, Avnish Bajaj On Why Only Founders Matter
Apr 17, 2025
Assertion Supported
Krishnan: RealPlayer reached an $18B valuation and 90% market share
“Real Media Player again was an independent company valued at eighteen billion dollars or something like that, listed all of the stuff. They had market share of 90%.”
Ganesh Krishnan Apr 17, 2025 ▶ 3:22 #1 Reason Why Most Startups Fail - "They Don't Have A Business Model"
Apr 28, 2025
Assertion Not checkable as stated
Rayapati: Senior leadership tenure at Big Tech ranges from 7 to 15 years
“When you look at really good companies like Amazon, Microsoft, Google, even Oracle. The leadership tenure, especially senior leadership tenure is, as I said, anywhere from seven, eight years to even 15 years.”
Vijay Rayapati Apr 28, 2025 ▶ 13:49 How To Hire, Train & Retain Talent To Build A Great Company | Vijay Rayapati | Khadim Batti
Sep 19, 2025 positive
Opinion
Garg: Anthropic, Google, and OpenAI lead the consumer AI battle
“Ah, but really when you think about the players today, I think the three contenders today are really Anthropic, Google, And OpenAI, and I think Microsoft and Meta are sort of fast followers, ah, and Apple is the dark horse.”
Ashu Garg Sep 19, 2025 ▶ 22:05 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Feb 13, 2026
Disclosure
Padval: Preempted Relyance AI Series B after 9-month courtship
“Reliance AI, which I led around series B, along with Microsoft and Menlo Ventures and others... I had to actually court him for nine months, develop a relationship where he got confident with me, And then I was able to preempt the round because he got total co…”
Umesh Padval Feb 13, 2026 ▶ 15:30 Is AI changing EVEN the Top Roles in startups?
Mar 26, 2026 positive
Assertion Not checkable as stated
Sidana brokered a seed-stage Satya Nadella meeting, securing a Microsoft investment
“Evinst is one of my companies. The CEO, Naveen, I was the first investor. Naveen came to me one day and said, I want to talk to Microsoft, and he was still at the seed stage... Within four weeks, we had a one-on-one with Naveen and Satya Nadella. Microsoft bec…”
Ashmeet Sidana Mar 26, 2026 ▶ 28:10 Why Rule-Breaking Is the Only Rule in Venture Capital | Ashmeet Sidana, Engineering Capital
Mar 26, 2026 neutral
Assertion Supported
Sidana: Microsoft and Amazon went public at market caps under $1B
“Companies like Microsoft, Amazon, they went public at hundreds of millions of dollars of market cap. People forget that. Not billion, not even one billion, less than one billion market cap, they became public companies.”
Ashmeet Sidana Mar 26, 2026 ▶ 1:18:37 Why Rule-Breaking Is the Only Rule in Venture Capital | Ashmeet Sidana, Engineering Capital
Jun 30, 2026 neutral
Insight
Soni: Adobe and Microsoft avoid acquisitions below $1B enterprise value
“The likes of Adobe, Microsoft, those companies, right? Those two They don't move as much until it's like a billion in enterprise value, right? Because it's just too small for them. So players like us are not attractive to them in general.”
Palash Soni Jun 30, 2026 ▶ 1:05:56 How A Tiny Team Beat A $1 Billion Giant | Palash Soni, GoldCast Founder
Jul 24, 2026 negative
Assertion Partly supported
Microsoft used customer chat data to train AI models in 2023
“Nobody was doing this in 20, 23, not even Microsoft. Microsoft was using chat data to train the model.”
Mahesh Ram Jul 24, 2026 ▶ 15:31 The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
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