Microsoft
includes Microsoft Azure, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows, Microsoft Office, Microsoft 365, Microsoft Bing, Microsoft Teams, Microsoft Word, Microsoft Copilot, Microsoft Research, Microsoft AI and 9 more
55 statements across 28 episodes · 24 bullish · 12 bearish · 23 people on the record · first statement Apr 25, 2023 by Aravind Srinivas · said 347 times in 79 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Elad Gil (101), Sarah Guo (42), Satya Nadella (34), Kevin Scott (16), Sridhar Ramaswamy (10), Alex Graveley (10), Ryan Noon (9), Jensen Huang (9)
tap a year for its mentions
2026 78 mentions in 12 episodes 7 per episode
- We Need An Ecosystem in AI, And Every Company Can Win A Place In It
- The AI Code Slop: Risk or Opportunity?
- How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
- No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
- Redefining Chip Architecture with Arm CEO Rene Haas
- SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
- Who's Actually Funding the AI Buildout?
- Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- 4 more episodes that year, every mention in 2026 →
2025 77 mentions in 19 episodes 4 per episode
- No Priors Ep. 118 | With Anthropic Co-Founder Ben Mann
- No Priors Ep 106 | With GitHub CEO Thomas Dohmke
- No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
- No Priors Ep. 137 | With Warp Co-Founder & CEO Zach Lloyd
- No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig
- No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
- No Priors Ep. 122 | With Rippling Co-Founder & CEO Parker Conrad
- 11 more episodes that year, every mention in 2025 →
2024 67 mentions in 20 episodes 3 per episode
- No Priors Ep. 63 | With Sarah Guo and Elad Gil
- No Priors Ep. 59 | With Sarah Guo & Elad Gil
- No Priors Ep. 54 | With Sarah Guo & Elad Gil
- No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
- No Priors Ep. 53 | With AMD CTO Mark Papermaster
- No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
- No Priors Ep. 84 | With Chair of the Federal Trade Commission Lina Khan
- No Priors Ep. 82 | With CEO of Sierra Bret Taylor
- 12 more episodes that year, every mention in 2024 →
2023 125 mentions in 28 episodes 4 per episode
- No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
- No Priors Ep. 10 | With Copilot's Chief Architect and founder of Minion.AI Alex Graveley
- No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
- No Priors Ep. 20 | With Sarah Guo and Elad Gil
- No Priors Ep. 44 | With Former Square CEO Alyssa Henry
- No Priors Ep. 3 | With Stability AI’s Emad Mostaque
- No Priors Ep. 36 | With Hubspot's Co-Founder Brian Halligan
- No Priors Ep. 32 | With NEAR’s Illia Polosukhin
- 20 more episodes that year, every mention in 2023 →
Everything said about Microsoft, oldest first
Apr 25, 2023 neutral
Apr 27, 2023 neutral
Gil: AI value capture will likely be 80% incumbents, 20% startups
“And it feels like in this wave, it's probably eighty-twenty again, right? It's probably, Google will probably become a player, right? OpenAI is closely aligned with Microsoft. And then, you know Salesforce with AI is probably Salesforce, right? It probably isn…”
May 3, 2023 bullish
May 19, 2023 negative
May 24, 2023 bullish
May 24, 2023
Scott: Microsoft Copilots use a portfolio of AI models
“If you look at things like Bing chat or Microsoft three 65 copilot or GitHub copilot, you end up using a portfolio of models to do the work and like you use it for performance and cost optimization reasons, and you use it for you know, just sort of precision a…”
May 24, 2023 positive
May 24, 2023 positive
Scott is not worried about major AI competitors behaving unsafely
“The thing that I will say is we fiercely compete with a whole bunch of these folks. But, like, one of the things that I don't do is, like, look at any of those companies that you just named and, like, worry that they're going to do something that like, is, lik…”
May 24, 2023 positive
May 24, 2023 neutral
Scott: No single company can build all useful AI platform tools
“We'll build some of this stuff and like the community is going to build a tremendous amount of it because like there's never been a platform or ecosystem where one company builds all of the useful things. Like that's just nonsense. Like it's just never happene…”
May 24, 2023 positive
Scott: AI will create value through assistive tools, not full autonomy
“We started with this assumption that AI is going to be a platform and the way that people are going to most usefully
Make or the way that people are going to make most use of the platform is by building tools that assist people with jobs. So it's like less abo…”
May 24, 2023 neutral
May 24, 2023 bullish
May 24, 2023 neutral
Scott: Generative AI transition is harder for ML veterans than new entrepreneurs
“I think it's honestly harder for some, Machine learning people than it is you know, for like a brand new entrepreneur who's, you know, just looking for an interesting thing to go do because it is a very different way for a machine learning team to do its work.…”
May 24, 2023
Scott seized Microsoft's entire GPU budget to stop peanut buttering resources
“At one point I seized the entire GPU budgets for the whole company. And I was like, we will no longer peanut butter these resources around. Like we will focus them because it's all capital intensive. It's like, we will just allocate these things to things wher…”
Jun 15, 2023 positive
Pomel: Shared cloud infrastructure allows software vendors to serve startups and enterprises alike
“In the cloud and open source generation, like the tooling is the same for all companies. If you go back 15 years, if you were a startup, you were building on open source. And if you were a large company, you were buying whatever Oracle or Microsoft was selling…”
Jun 29, 2023 negative
Oct 12, 2023 neutral
Oct 12, 2023 neutral
Halligan: HubSpot tried to invest in OpenAI alongside Microsoft but got rejected
“The second we saw ChatGPT, we tried to invest in, in OpenAI. Dharmesh had got early looks at it, and we tried to get in the round with Microsoft, and had a bunch of discussions with them, and they bought, at the end of the day, they wouldn't let us in, which i…”
Oct 26, 2023 neutral
Noon: Cybersecurity incumbents acquire startups because early-stage efficacy is unpredictable
“There's a, you know, like a truism that all cybersecurity products are just, you know, complex insurance policies or whatever, right? But the point is like that, that mushiness exists. And so what has resulted in, in, in the free market here is these incredibl…”
Oct 26, 2023 negative
Dec 21, 2023 bullish
Hoffman: English and Chinese will become the most significant programming languages
“The most significant programming language in the next few years is gonna turn into English, and then of course rapidly followed by Chinese, because the broad use of the language and being able to create things, computational artifacts, Code, et cetera.”
Feb 15, 2024 neutral
Mar 7, 2024 neutral
Mar 14, 2024 neutral
Gil: Microsoft's blocked Intuit buyout preceded Intuit reaching $178B market cap
“If you look historically in the nineties, Microsoft tried to buy into it for, I think it was a billion or one and a half billion dollars.
And that got blocked from a regulatory perspective.
And now into it's a hundred and seventy eight billion dollar company…”
Apr 11, 2024 neutral
Guo: Microsoft's Inflection Deal Is a Strategic Hedge Against OpenAI Reliance
“Now, they're clearly still working with OpenAI, given, like, direct statements from both companies and the Stargate Data center effort, but it's also hard from the outside not to see this as somewhat of a hedge, right? Not in a criticism of OpenAI, but you kno…”
Apr 11, 2024 bearish
Guo: Microsoft Copilot Revenue Still Far Below Company's Expectations
“Despite all of the, you know, initial real traction around Copilot in the code domain I think we're still far short of what revenue Microsoft actually expects to drive in terms of across its productivity suite and in search, and they're ambitious to go after t…”
Apr 11, 2024 bearish
Guo: Next-Gen AI Model Spend Requires Hyperscaler-Level Sponsorship
“The spend required at the perhaps not even this generation, but the next generation really requires a certain level of sponsorship that is challenging for most independent players, but it's a directly opposing view to the, for example, the Databricks narrative…”
May 9, 2024 neutral
Elad Gil notes major Microsoft Office apps originated as third-party software
“I think people also forget that all of Microsoft Office at some point were third party applications. So in the eighties, there were separate companies like Lotus and others that were providing what turned into Excel. There was a PowerPoint company that was ver…”
May 22, 2024 positive
Aug 29, 2024 negative
Garman says Google and Microsoft forced new app paradigms in early cloud
“I think if you look at some of those others like Google and later Microsoft they kind of went at this space for first, we were the first ones out there that had anything like this, but even soon after that, I think they went after the space, like that was goin…”
Oct 3, 2024 positive
Lina Khan: Microsoft antitrust action allowed Google, Amazon, and Facebook to flourish
“The reason that Microsoft was looking to elbow out Netscape was not because Netscape risked replacing it as the dominant operating system. It was because Netscape risked disintermediating it and making it irrelevant whether you were using Microsoft or somethin…”
Mar 13, 2025 positive
Mar 27, 2025 negative
Shiv Rao: Abridge competitor's 2022 solution relied on manual scribes in Bangalore
“And at that point in time, like the large competitor, they had a solution in the space, but it was humans in the loop. So it was really like Indians in Bangalore who were listening to audio and writing the note and Wizard of Oz-ing it back into the medical rec…”
Mar 27, 2025 bullish
Shiv Rao: Abridge has never lost a head-to-head evaluation against Microsoft
“Now, the, you know, who we're competing with is Microsoft. That's who we essentially almost, like always have to do a head-to-head against, and it's usually, like, three to four weeks. And then we sort of move on from there. And so far we've never lost a head …”
May 29, 2025 neutral
Gil: AI coding market has consolidated into a few key players
“Encoding, it seems like it's consolidated into two or three players. You know, maybe that's Cursor, Codium, Cognition, and then Microsoft, Microsoft's like Copilot, right? But there aren't probably like two dozen companies that are all still competing there.”
Jun 12, 2025 positive
Aug 14, 2025 negative
Aug 14, 2025 bearish
Aug 14, 2025 negative
Aug 14, 2025 positive
Oct 23, 2025 negative
Nov 6, 2025 neutral
Ramaswamy: Databricks and Fabric Strained Snowflake's Relationship With Microsoft
“Among the earliest places where this went to work was in our relationship with Microsoft, which was okay, but not that great because they had a one P relationship with Databricks. And they're always kind of conflicted about is fabric the answer or snowflake th…”
Feb 19, 2026 bullish
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
Jun 4, 2026 positive
Nadella: Azure networking team deployed agent Miles, requested tokens over headcount
“So they built this agentic system. They even have a character for it. It's called miles and it sort of does all this stuff, right? They, Started sort of screaming for more tokens and so on. And so they were saying, look, I, we don't need headcount. We need tok…”
Jun 4, 2026 positive
Jun 4, 2026 positive
Nadella: A platform must create more value outside than it captures
“At least for me, having grown up at Microsoft, having seen whatever four major platform shifts I sort of fall into that camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform…”
Jun 4, 2026 positive
Nadella: Platforms must enable custom intelligence layers, not single-model worship
“That idea that you can build a platform layer that someone else can then extend out and build their own intelligence layer in this case, I think is everything right without it. Why have a developer conference? I can just come and have you all sort of just wors…”
Jun 4, 2026 positive
Jun 4, 2026 positive
Nadella: Private AI evals may be an enterprise's biggest IP
“Every company having private evals may be the biggest IP, right? I think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces. Maybe one of the biggest drivers of IP.”
Jun 4, 2026 neutral
Jun 4, 2026 neutral
Jun 4, 2026 negative
Jun 4, 2026 positive
Nadella: Microsoft-OpenAI partnership began around scaling compute on transformers
“Obviously I got into all this when I got excited by the scaling laws paper and, you know, when, You know, even the OpenAI partnership came about when those folks said, hey, we're going to really throw a lot of computer transformers and they've helped, right?”
Sep 3, 2026 positive
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”