Microsoft, every mention
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Verbatim, from the transcripts: the passages where Microsoft comes up
The "Kiss of Death" That Kills 90% of Startups | Nikhil Gupta, ArmorCode
- ▶ 24:39 Nikhil Gupta I'm going to get from the other ones, right?
How Tanay Tandon is Building a $100 Billion Healthcare AI Company
- ▶ 16:43 Tanay Tandon Uh, and, uh, there's more customization required and more implementation time required when you work with a large system, but our long-term belief is that the best software products, you look at Microsoft Word, you look at Google Docs, you…
- ▶ 17:12 Tanay Tandon Uh, and that Microsoft Office suite is being built now.
Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
- ▶ 45:45 Krishna Mehra But when you look at it, um, you know, let's say the company started with focus on VMware, SQL Server,
The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
- ▶ 10:13 Mahesh Ram And so we, Eric was very ahead of his time, and so he realized that he needed to, um, to, to be, I mean, he was already well aware of what was going on in AI, and he knew something was happening, but he also knew that his biggest…
- ▶ 13:00 Mahesh Ram Whereas Google Meet, Microsoft Teams all had lots of challenges.
- ▶ 14:05 Mahesh Ram We wanted to beat Microsoft to market, and we did beat, we did beat Copilot to market by a couple of weeks. 3 times in the scene
We Turned Pre-Seed Into a $10 Billion Category | Gaurav Jain, Afore Capital
- ▶ 1:54 Gaurav Jain But, uh, you know, when I went to, uh, Waterloo, uh, for undergrad, the thinking at the time was I wanted to be an engineer at Microsoft. 2 times in the scene
- ▶ 13:35 Gaurav Jain Airtable built a prosumer horizontal tool, in their case, focusing on Excel and, like, sort of making a better version of Excel, if you may.
- ▶ 13:42 Gaurav Jain And Gamma's initial thesis was, we can do the same thing for PowerPoint, right? 2 times in the scene
And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
- ▶ 38:58 Mehul Nariyawala So if you were Microsoft Kinect was, it came with, uh, uh, their, uh, game, uh, game, gaming console, Xbox, Xbox, and you could use Kinect as a gesture detection.
How A Tiny Team Beat A $1 Billion Giant | Palash Soni, GoldCast Founder
- ▶ 1:05:38 Palash Soni And maybe some bit of, like, Microsoft, Oracle as well. 2 times in the scene
How 3 Friends From Coimbatore Run Olympics and Super Bowl | The Untold Amagi Story
- ▶ 55:10 Srividya Srinivasan For me, the role models are all the, you know, people whom we all looked at, like, you know, be it from the founders of Apple, founder of Microsoft, all those stories we have heard and, you know, we have seen the software that they've…
- ▶ 59:57 Baskar Subramanian So I remember getting to college and looking at that stuff where Windows, I think, was launched, not even, was launched.
- ▶ 1:00:06 Baskar Subramanian And there's a big sheet where it actually done, and then Microsoft went public at the right time.
Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
- ▶ 14:23 Jonathan Siddharth Maybe you might be, uh, you might be, you might have to install something, you might have to write code, you might have to create some documents or PowerPoints or spreadsheets.
- ▶ 47:56 Jonathan Siddharth On one hand, we could be in a world of, I'm going to call it the no fine tuning world, where you have a frontier model, like a trillion parameter or 10 trillion parameter from OpenAI, Anthropik, DeepMind, Meta, XAI, Amazon, Microsoft,…
Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- ▶ 9:26 Shashank Saxena Into a Snowflake warehouse through DBT Labs or whatever else that they're using for their ML Ops or Dataiku to Tableau and Power BI for visualization. 3 times in the scene
94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
- ▶ 33:00 Vamshi Ambati Like why did they not move to Azure?
- ▶ 47:33 Vamshi Ambati Call it the big five or, you know, the, the different firms that come and pitch, uh, you know, large solutions, big PowerPoint decks.
The “Messy State” of AI & How to Fix It | Ameya, Braintrust CTO
- ▶ 11:44 Ameya Bhatawdekar I've, I've built internet scale, enterprise scale AI systems at Microsoft, at Facebook, at Dropbox, and over time, um, you know, I've observed how these AI systems are built, how they're deployed, how they're operationalized, and I started
How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
- ▶ 6:06 Poojan Kumar You know, it was, you know, still, you know, relatively early days, you can say of public cloud, you know, AWS had done well, and then Azure was trying to do, and GCP was, you know, significantly behind, but again, you know, early…
- ▶ 8:19 Poojan Kumar Uh, and then, and then there is SaaS applications like Microsoft, three, 65, Salesforce, and so on and so forth that also require, uh, you know, backup, right?
- ▶ 21:34 Siddhartha Ahluwalia Like, because all these three companies, Cursor, uh, Codex by OpenAI and Copilot by Microsoft, they have all sold to the enterprises.
- ▶ 22:49 Poojan Kumar And then, you know, Azure came in, and then GCP, and of course, you know, ah, we have GCP, we have, we have Azure, we have AWS, and again, we have OCI. 2 times in the scene
- ▶ 25:20 Poojan Kumar It became a thing where, okay, irrespective of the destination of the data, where it's sitting in a SAS provider, uh, like Microsoft, three 65 or Salesforce or sitting in my data center or sitting in the cloud.
- ▶ 35:36 Poojan Kumar What the, you know, as I always joke about it, it's very easy to build products in PowerPoint, right?
After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
- ▶ 35:30 Siddhartha Ahluwalia Because today the AI noise is so much that every enterprise that any company goes to, Microsoft is trying to shove their AI to it.
Why Construction still Runs on Spreadsheets (And How AI Fixes It) | Sneha & Graham, Merlin AI
- ▶ 2:56 Sneha Kumari And that picture somehow, um, is, is far from, uh, it's, it's, it does, it's not as simple to achieve when you have, when you're sitting with five different point solutions and trying to, you know, get that picture alive, you always, of…
- ▶ 8:47 Sneha Kumari Despite having Dynamics also using smart sheets and using Excel,
- ▶ 18:39 Sneha Kumari Um, so I will leave a Procore a little bit aside, but as far as NetSuite and, you know, Dynamics and SAPs and Pro and Epicore, SysPro, all of which we have replaced, Odoo also, by the way, uh, the latest to join the bandwagon, like all of…
- ▶ 39:55 Sneha Kumari Imagine me sitting down and doing that Excel, and now you can do it on your own, all the data being fed and, you know, uh,
Why Rule-Breaking Is the Only Rule in Venture Capital | Ashmeet Sidana, Engineering Capital
- ▶ 0:17 Ashmeet Sidana The CEO, Naveen, came to me and said, I want to talk to Microsoft. 4 times in the scene
- ▶ 28:16 Ashmeet Sidana Naveen came to me one day and said, I want to talk to Microsoft, and he was still at the seed stage. 4 times in the scene
- ▶ 1:06:44 Ashmeet Sidana His great insight was that he knew that he wanted to get developers onto his platform, and that was the back door to making Microsoft into a great platform company, and that is why IBM lost. 2 times in the scene
- ▶ 1:07:00 Ashmeet Sidana You know, IBM lost control of the platform, even though they were the single largest company, and they're the ones who gave the contract to Microsoft, uh, to develop DOS and then eventually Windows.
- ▶ 1:07:43 Siddhartha Ahluwalia Uh, Microsoft is trying to sell AI to those CXOs.
- ▶ 1:18:37 Ashmeet Sidana Companies like Microsoft, Amazon, they went public at hundreds of millions of dollars of market cap.
Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
- ▶ 16:39 Siddhartha Ahluwalia And combined GCP, Azure, everybody else would be another 50 to a hundred billion.
The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
- ▶ 7:12 Ayyappan Rajagopal The consumers that time used to be asking for, I want a keypad because largely it was a business smartphone, that's what it used to be called as, right, when Nokias and the Windows used to exist, Blackberries used to exist.
Where SMALL models will Win | Sudarshan kamath, Smallest ai
- ▶ 54:47 Siddhartha Ahluwalia Uh, today enterprises are getting bogged down from top down motions by Microsoft Salesforce on AI adoption.
AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
How Digital TEAMMATES Transform Billion Dollar Industries? | Samay Kohli of GreyOrange & Budy.ai
- ▶ 20:08 Siddhartha Ahluwalia Like it's not like they're maintaining their records on Excel. 2 times in the scene
- ▶ 44:57 Samay Kohli I'll do an email once and twice, then you'll be like, so let's just put this on a Google sheet or let's put this on a Microsoft Excel share drive.
Is AI changing EVEN the Top Roles in startups?
- ▶ 3:39 Umesh Padval You're seeing all these AI talent, Meta and OpenAI and Microsoft and Google buying people. 2 times in the scene
- ▶ 15:30 Umesh Padval Reliance AI, which I led around series B, along with Microsoft and Menlo Ventures and others,
What Mistake Founders Make With A-Players | Matt MacInnis | COO Rippling
- ▶ 55:07 Matt MacInnis We then emerged, obviously, through, like, MS-DOS into Windows, and Windows and the Macintosh interface, sorry, introduced the graphical user interface, which then became an ever-evolving standard from the mid-nineteen-eighty's until the…
Best of 3500 Minutes from Top Founders & Investors in 2025
- ▶ 6:48 unnamed speaker One of the remarkable insights 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.
An Honest Conversation About What Being a Founder Really Feels Like | Arpita & Ananda
- ▶ 1:03:50 unnamed speaker So they kept telling that, that, you know, are you sure it is very demanding financially, this, all your friends will go to Microsoft.
From -1 to 0: How Founders Navigate the Earliest Stage with Aditya Agarwal & Prateek Mehta | SPC
- ▶ 46:08 Aditya Agarwal Like if you want to build a small model, like using a small amount of money, you can get access to the same credits that people get from like, you know, honestly, like it's amazing that Amazon, Microsoft, Google give these credits.
3 Steps on How Large Companies Decide to Buy From a Startup or Not | CIO Karthik Chakkarapani
- ▶ 36:02 Siddhartha Ahluwalia Today, do you want to be on AWS, Azure or GCP? 4 times in the scene
How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
- ▶ 6:10 Bhaskar Ghosh Unstructured data could be a spreadsheet, could be, ah, a handwritten note, could be a PDF, could be a Word document, ah, and the, I mean, the handwritten note part is extremely important actually.
- ▶ 11:32 Siddhartha Ahluwalia Maybe across the same workflow, let's do it only on a spreadsheet, or on multiple things, a spreadsheet, a word doc, calling people, you know.
What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
- ▶ 4:57 Somesh Dash And you look at who is sitting at top of some of the most powerful companies, whether it's Microsoft or Google,
- ▶ 11:11 Somesh Dash We want to hire the best and brightest to work for us who would normally go work for Microsoft or Google.
- ▶ 26:42 Somesh Dash I think you have an upside case which is materially larger than what you would get in most safe investments, so I actually think that most of these companies, Google, Microsoft, you know, Nvidia, if you, I would actually wager that if you… 3 times in the scene
- ▶ 41:53 Somesh Dash There were some early companies that are trying to build their own versions of what the public cloud was, but ultimately you look at market share, you see that it's AWS, it's Azure, it's GCP, right?
- ▶ 42:25 Somesh Dash And so you see more and more likelihood of a Microsoft or a Google or an Amazon partnering with certain education startups, healthcare startups in the US.
- ▶ 56:48 Somesh Dash If you look at the print from the last two weeks of Microsoft and, and, and Google and Meta, you see a lot of enthusiasm about their CapEx investments and their early AI progress, right? 2 times in the scene
The Founder Who Mastered Timing Ft Sachin Aggarwal | StackGen
- ▶ 17:26 Siddhartha Ahluwalia Because currently, if I, if I have the numbers correct, AWS is at hundred plus billion in run rate and Azure and GCP should combine also be together hundred plus billion.
- ▶ 43:29 Sachin Aggarwal They run maybe their payment systems on Azure, and maybe their human resources on
Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai
- ▶ 23:15 Avanish Sahai You think of Microsoft as a operating system platform.
6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
- ▶ 3:26 Viral Bajaria We were on SQL server before, and that thing would never run with the data that was coming in.
What is Tesla’s Former CIO Building Next? 4 Years Stealth → $4B Company | Jay Vijayan, Tekion
- ▶ 18:58 Jay Vijayan We need to also show progress, not, you know, you can't just build PowerPoints to show because people are very informed. 2 times in the scene
GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
- ▶ 19:44 Ashu Garg But if you're trying to build a technology company, and your ambition is to build the next Google, the next Facebook, the next Microsoft, I think the human support system that is available here is the best on the planet.
- ▶ 21:12 Ashu Garg And there is no doubt in my mind that Microsoft and Facebook, ah, Meta, that is, will be in that battle. 3 times in the scene
4 Startups. 2 Founders and 3 Eras Of SaaS: Installable → Cloud → AI | Sreedhar & Kiran
- ▶ 51:35 Kiran Darisi That can be Slack or a Teams or a browser.
7 Myths About Selling B2B SaaS In India ft Unicommerce Founder Kapil Makhija
- ▶ 14:03 Kapil Makhija Uh, the, uh, and as we were exchanging notes, uh, before, uh, we, uh, we start talking about this topic that a lot of software, a lot of businesses still run on manual operations or Excel, uh, which is the case in e-commerce also, because… 2 times in the scene
- ▶ 33:42 unnamed speaker Uh, people may think that they can work with Excel, but when you're dealing with, uh, with multiple e-commerce marketplaces, it becomes a nightmare.
- ▶ 1:02:16 Kapil Makhija Like I said, 85% of the market still operates on Excel.
From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri
- ▶ 27:54 Ashok Atluri So, you know, for, for example, company, for example, simulators and an anti drone system, I think we, we all, so except for the, you know, like example, we may buy a computer, a windows based computer, but all the application layer over…
From $4.5M for 49% to $700M In The Bank at IPO: Sanjeev & Yashish On 17 Years Of Policybazaar
- ▶ 14:37 Sanjeev Bikhchandani Uh, we, on a PowerPoint or, or even pre-PowerPoint.
Sanjeev Sanyal On Why India Has No Big 4, Regulating AI & Ending Population Control
- ▶ 31:02 Sanjeev Sanyal And you got a taste of that just last summer when one line of coding in, uh, was there, and I think it was a Microsoft some upgrade and all the airports got shut down.
Growth, Migration and FDI: The Real Kerala Story with Minister P. Rajeev
- ▶ 0:35 Siddhartha Ahluwalia Microsoft has contributed huge to Telangna.
- ▶ 22:47 Siddhartha Ahluwalia So other states have attracted big names like Telangna with Microsoft and Microsoft has contributed huge to Telangna, right? 2 times in the scene
Paras Chopra: How To Build A Successful Startup In India | Sold Wingify For $200 Million
- ▶ 31:31 Paras Chopra How many things can you keep in your head versus how many things can you keep in a Word document or a, uh, or a notebook?
- ▶ 50:47 Paras Chopra Risk is something that you can model on an Excel file. 2 times in the scene
How NVIDIA, Meta & Dropbox Taught Me To Build Great Products | Vasanth, Founder - Featurely
- ▶ 29:24 Vasanth Namasivayam After decades and decades of really annoying chatbots, starting with Microsoft's,
- ▶ 46:30 Siddhartha Ahluwalia And where do you think then modes of distribution with companies like Microsoft would stand? 3 times in the scene
- ▶ 47:25 Vasanth Namasivayam Word, Notion, paper, Google Docs, things of that sort.
WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
- ▶ 1:05:26 Raja Manickam They were the first guys who invested in a Microsoft.
15 Years Of Investing Lessons In 75 Minutes With Prime Ventures and Stellaris Partners | Neon Show
- ▶ 6:28 unnamed speaker And second thing you also understand, which comes when you're investing in startups, uh, when you start investing is that it's very easy to build, uh, models on a Excel sheet and like write stories and vision on, uh, 4 times in the scene
- ▶ 53:31 unnamed speaker The game went nowhere, but what he built as internal communication tool or for people to chat within game that came out of the company valued at 25, twenty seven million when Microsoft acquired them.
Why Traditional Playbooks Are Failing & What Really Works In SAAS? | WizCommerce, Pienomial & Merlin
- ▶ 41:58 unnamed speaker People haven't even moved to cloud unless Microsoft comes and says like, Hey, we are just stopping the system.
- ▶ 45:46 unnamed speaker So chart interface, it is good when you're conversing with an intelligent human, but again, there was a paper published by Microsoft around, uh, eight days ago or 10 days ago, where they said that longer conversations are going to go off…
- ▶ 58:06 unnamed speaker Like, you can download Microsoft PowerPoint and you can start trying it out right away.
- ▶ 1:14:42 unnamed speaker Like, you know, for an example, Microsoft PowerPoint, like, you know, or Excel sheet people are using it on the paper by PowerPoint came in 2 times in the scene
- ▶ 1:14:42 unnamed speaker Like, you know, for an example, Microsoft PowerPoint, like, you know, or Excel sheet people are using it on the paper by PowerPoint came in 2 times in the scene
Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
- ▶ 7:03 Saurya Prakash Sinha So things were becoming extremely challenging and complex for the finance team, and all they had at their disposal was an Excel sheet.
- ▶ 18:00 Siddhartha Ahluwalia And, uh, all in Excel sheets.
- ▶ 19:03 Saurya Prakash Sinha Those machines were extremely costly, so I think, I mean, we went to, I think, Microsoft, and these kids were like, okay, so we don't have, you know, those machines, right?
- ▶ 32:27 Saurya Prakash Sinha We were actually competing against Excel at that point of time, right?
- ▶ 56:02 Saurya Prakash Sinha But even knowing that, I mean, even if you, you know, try using Excel or something else, it's going to break.
3 Tech Founders on Whether AI Will Replace Your Job ft Rahul, Ananda and Vishwa
- ▶ 25:16 unnamed speaker Subscriptions, uh, maybe like a cursor subscription or a copilot subscription, right?
How To Hire, Train & Retain Talent To Build A Great Company | Vijay Rayapati | Khadim Batti
- ▶ 0:00 Khadim Batti Microsoft always misses the bus, but they run fast, get into the bus, get to the drivers.
- ▶ 13:49 Vijay Rayapati Actually, that's one of the remarkable insights when you look at really good companies like Amazon, Microsoft, Google, even Oracle.
- ▶ 31:31 Vijay Rayapati Even now you go back and look at SVP tenure at Amazon, or CXO tenure at Microsoft. 9 times in the scene
- ▶ 34:00 Vijay Rayapati uh who is the president of m three 65 2 times in the scene
- ▶ 34:03 Vijay Rayapati uh microsoft three 65 started as a sharepoint developer i think he was like you know created the sharepoint to you know running a division to so many cvp so many presidents are with the company for 20 years to 30 years right more than half…
- ▶ 1:15:42 Vijay Rayapati The business, if the same business gets a chat from a email provider like Microsoft Teams or Google, you cannot survive, right?
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