Microsoft, every mention
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every year anyone Elad Gil 101Sarah Guo 42Satya Nadella 34Kevin Scott 16Sridhar Ramaswamy 10Alex Graveley 10Ryan Noon 9Jensen Huang 9Thomas Dohmke 7Qasar Younis 7
Verbatim, from the transcripts: the passages where Microsoft comes up
Redefining Chip Architecture with Arm CEO Rene Haas
Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- ▶ 28:31 Gonen Stein Uh, and even before we, we sold our last company, Cloud Indoor to AWS, we, uh, supported similar, uh, large scale enterprise migrations with the other hyperscalers with, uh, with Azure and with GCP, where our product was, uh, was…
Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
We Need An Ecosystem in AI, And Every Company Can Win A Place In It
- ▶ 0:20 Satya Nadella I take great inspiration from sort of the people who were managing the Azure network. 4 times in the scene
- ▶ 1:13 unnamed speaker Swix, Saragawa, Alad Gil, and Chairman and Chief Executive Officer of Microsoft, Satya Nadella.
- ▶ 1:38 Sarah Guo Um, congratulations on an amazing build.
- ▶ 1:49 Sarah Guo So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. 2 times in the scene
- ▶ 3:23 Sarah Guo Like, tell us a little bit about the, uh, training strategy for Microsoft now. 2 times in the scene
- ▶ 3:27 Satya Nadella Yeah, so, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right? 2 times in the scene
- ▶ 5:49 Swyx (Shawn Wang) I, I think, uh, I, first of all, I have to congratulate you on basically building a frontier new lab inside of Microsoft in two years.
- ▶ 5:55 Swyx (Shawn Wang) Um, I'm wondering, you know, you have all this AI strategy that you're rolling out, but I'm wondering, what do you know now that you wish you would tell yourself two years ago, two, three years ago, three years for the Jensen partnership,…
- ▶ 10:14 Satya Nadella Whether it's get up copilot or the security copilot, the stuff we showed with M dash, or even the discovery for science, it doesn't matter.
- ▶ 12:06 Sarah Guo That's a different value equation than you're describing, I think, with the Microsoft ecosystem. 2 times in the scene
- ▶ 12:34 Satya Nadella It was true with Windows.
- ▶ 14:08 Swyx (Shawn Wang) Yeah, I think in a very real way, you are Microsoft historically as an operating systems company, and then becoming a cloud company, maybe like the third act is that your harness or evals
- ▶ 15:11 Satya Nadella So when like Windows obviously came out,
- ▶ 16:44 Satya Nadella So if you have a, like if you take in teams, I have a bunch of agents doing work and a bunch of humans doing work and the traces between those, that is really important context of how that enterprise is creating value.
- ▶ 17:47 Sarah Guo Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal, um, and this was like the generation of SaaS companies, and, you know,…
- ▶ 19:23 Satya Nadella If, if you look at, uh, we have this product called Power BI, right?
- ▶ 20:00 Satya Nadella What's happening today with Microsoft three, six, five is a great example, right? 5 times in the scene
- ▶ 20:13 Satya Nadella We sold first exchange and SharePoint and, uh, you know, before teams, we had a thing called link server and what have you.
- ▶ 20:13 Satya Nadella We sold first exchange and SharePoint and, uh, you know, before teams, we had a thing called link server and what have you.
- ▶ 20:13 Satya Nadella We sold first exchange and SharePoint and, uh, you know, before teams, we had a thing called link server and what have you. 2 times in the scene
- ▶ 20:13 Satya Nadella We sold first exchange and SharePoint and, uh, you know, before teams, we had a thing called link server and what have you. 2 times in the scene
- ▶ 20:51 Satya Nadella Word, Excel, PowerPoint, SharePoint.
- ▶ 20:51 Satya Nadella Word, Excel, PowerPoint, SharePoint.
- ▶ 20:51 Satya Nadella Word, Excel, PowerPoint, SharePoint.
- ▶ 26:01 Swyx (Shawn Wang) One of my favorite moments from, I think a previous build, maybe one or two years ago was they had a big, they, they, there was a section of you building your own software.
- ▶ 26:44 Satya Nadella So for me as a CEO even, to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know,
- ▶ 27:51 Satya Nadella I said, take WorkIQ, go, ah, and build a Foundry long-running agent, ah, store all the memory in, ah, ah, using Rayfin, right, basically at my backend as a service, and lo and behold, it built it, and not only built it, I could say,… 2 times in the scene
- ▶ 29:36 Satya Nadella Even for the Excel team, for example, building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.
- ▶ 30:28 Satya Nadella Right, which I did, where I created a Word document, or a spreadsheet, or even, ah, and now I can build an app.
- ▶ 30:55 Sarah Guo If you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Vernal, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is it's… 3 times in the scene
- ▶ 32:23 Satya Nadella Which is, I take great inspiration from sort of the people who were managing the Azure network. 4 times in the scene
- ▶ 34:37 Swyx (Shawn Wang) I always think, I'm just impressed with the sheer scale of the buildup from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
- ▶ 19:07 Philipp Herzig In the system stored somewhere that just lives in people's heads or maybe in Slack channels, maybe in Teams channels, maybe it was just a discussion on the phone, right?
- ▶ 32:26 Philipp Herzig Like collecting information and preparing PowerPoints for decision making and so on.
From Note-Taking App to AI Workspace: The Simon Last Interview
Who's Actually Funding the AI Buildout?
- ▶ 8:29 Neil Tiwari You know, your Microsofts, your, your Metas, et cetera, of the world. 2 times in the scene
The AI Code Slop: Risk or Opportunity?
- ▶ 16:10 Elad Gil Microsoft took, you know, seven-ish, eight years. 2 times in the scene
- ▶ 26:45 Elad Gil So as an example, you know, Microsoft very famously on its OS forward integrated into the office suite, Excel and PowerPoint and Word, right?
- ▶ 26:45 Elad Gil So as an example, you know, Microsoft very famously on its OS forward integrated into the office suite, Excel and PowerPoint and Word, right?
- ▶ 26:45 Elad Gil So as an example, you know, Microsoft very famously on its OS forward integrated into the office suite, Excel and PowerPoint and Word, right? 2 times in the scene
- ▶ 26:45 Elad Gil So as an example, you know, Microsoft very famously on its OS forward integrated into the office suite, Excel and PowerPoint and Word, right?
- ▶ 26:45 Elad Gil So as an example, you know, Microsoft very famously on its OS forward integrated into the office suite, Excel and PowerPoint and Word, right?
- ▶ 34:13 Elad Gil And then a couple of years later, it basically collapses into the arms of IBM and Microsoft launches Excel and takes the whole market roughly.
- ▶ 34:13 Elad Gil And then a couple of years later, it basically collapses into the arms of IBM and Microsoft launches Excel and takes the whole market roughly.
How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
- ▶ 1:47 David Baszucki So there is, there is a Roblox business plan PowerPoint deck from almost 20 years ago that we pull out sometimes and we're amazed at the fidelity of it.
- ▶ 42:36 David Baszucki Is either the graphical user interface or Microsoft Excel. 2 times in the scene
No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
- ▶ 17:44 CJ Desai When I speak to Fortune 500, I can tell you without hesitation, they are all still talking about I need to move X percent of apps to GCP, AWS, Azure, some combination, Alibaba in Europe, whatever the case might be.
- ▶ 23:03 unnamed speaker They're like, okay, this really works with my Excel or, you know, can I really do this thing or create a PowerPoint slide using natural language?
- ▶ 23:03 unnamed speaker They're like, okay, this really works with my Excel or, you know, can I really do this thing or create a PowerPoint slide using natural language?
The Largest Untapped Market Inside U.S. Defense | Emil Michael
- ▶ 17:30 Emil Michael So I think people are going to go, holy cow, you don't have to write 20 page PowerPoints, a hundred page congressional reports, you know, in the same way that you did with all the manpower you did.
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- ▶ 5:28 Jensen Huang For example, Excel was written by several hundred engineers.
No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra
No Priors Ep. 140 | With Benchling Co-Founder and CEO Sajith Wickramasekara
- ▶ 23:17 Sajith Wickramasekara Large pharma at this point that I've worked with, like, you know, they've got co-pilot and things like that, and they're doing a lot of pilots of different technologies, but I haven't seen their orgs transformed yet.
- ▶ 31:16 Sajith Wickramasekara Like a piece of paper is much easier and an Excel spreadsheet is much easier.
No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
- ▶ 28:19 Sridhar Ramaswamy 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. 4 times in the scene
- ▶ 28:29 Sridhar Ramaswamy And they're always kind of conflicted about is fabric the answer or snowflake the answer. 2 times in the scene
- ▶ 28:58 Sridhar Ramaswamy I think we're in a much better place now compared to say, 18 odd months ago, where yes, there is an understanding that we will compete with some customers, and that's fine, and we will collaborate on a whole set of other customers where,…
No Priors Ep. 137 | With Warp Co-Founder & CEO Zach Lloyd
No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
- ▶ 12:04 Elad Gil If you, if you look at a lot of the platform shifts that have happened in the past, so for example, with Microsoft OS, they eventually bundled on top the office suite, right?
- ▶ 12:04 Elad Gil If you, if you look at a lot of the platform shifts that have happened in the past, so for example, with Microsoft OS, they eventually bundled on top the office suite, right?
No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
- ▶ 17:09 Elad Gil So an example of that would be, uh, after Microsoft launched its OS, 2 times in the scene
- ▶ 17:13 Elad Gil It forward-integrated and what became Office, right?
- ▶ 17:15 Elad Gil Those were four separate companies doing PowerPoint and Excel and all this stuff, and then eventually they just subsumed the functionality of those things and cross-sold it as a bundle.
- ▶ 17:15 Elad Gil Those were four separate companies doing PowerPoint and Excel and all this stuff, and then eventually they just subsumed the functionality of those things and cross-sold it as a bundle.
No Priors Ep. 128 | With Andrew Ng, Managing General Partner at AI Fund
No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- ▶ 13:16 Dylan Patel Uh, but we have this, like, thing called ClusterMax where we review all the NeoClouds, um, and, and major clouds, and it's like, like, actually some of these NeoClouds are better than Amazon and Google and Microsoft in terms of software. 2 times in the scene
- ▶ 21:22 Dylan Patel Like, there's a reason why Microsoft's hardware programs suck, right?
- ▶ 32:58 Dylan Patel Which is why OpenAI and Microsoft, partially, like, Microsoft is not building 2 times in the scene
- ▶ 37:08 Dylan Patel And so it was like, Microsoft, Oracle, we're cool with you building shitloads of capacity in Malaysia. 2 times in the scene
No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
- ▶ 40:43 Matthew Prince And it's, you know, I think that the, whether it's MCP or, you know, Google did their own flavor of it, which was, which was sort of just like, it felt very Microsofty kind of embrace and extend.
No Priors Ep. 124 | With SurgeAI Founder and CEO Edwin Chen
- ▶ 14:50 Edwin Chen You're going to be creating Excel sheets, tracking your leads.
- ▶ 14:52 Edwin Chen You're going to be, uh, I don't know, writing Google docs and making PowerPoint presentations to present things to customers.
No Priors Ep. 123 | With ReflectionAI Co-Founder and CEO Misha Laskin
No Priors Ep. 122 | With Rippling Co-Founder & CEO Parker Conrad
- ▶ 10:41 Parker Conrad It's sort of an old idea that that's come again, which is that you, you know, this is the way, you know, Oracle and SAP and Salesforce and Microsoft were built was that sort of idea of like building, you know, what, what they would call…
- ▶ 15:20 Sarah Guo Um, and you can't be like, I'm going to do what Microsoft does at this scale.
- ▶ 27:22 Parker Conrad I mean, Workday obviously won in, in, you know, in the ACM industry, but also like, I think there's a lot, you know, a lot of the thinking around this like comes from like Microsoft, you know, you know, it's certainly the way they think…
No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig
- ▶ 4:44 Qasar Younis I mean, there is a company that executed this strategy. 3 times in the scene
- ▶ 4:52 Qasar Younis Then they went to operating systems, and they went to applications like, you know, Office and Windows and stuff like that, Office and Word and stuff like that. 2 times in the scene
- ▶ 4:52 Qasar Younis Then they went to operating systems, and they went to applications like, you know, Office and Windows and stuff like that, Office and Word and stuff like that.
- ▶ 4:52 Qasar Younis Then they went to operating systems, and they went to applications like, you know, Office and Windows and stuff like that, Office and Word and stuff like that.
No Priors Ep. 118 | With Anthropic Co-Founder Ben Mann
- ▶ 4:08 Ben Mann So for example, um, we have some reports that some customers of Manus, which is a agentic model in a box startup, people asked it to take a video and turn it into a PowerPoint. 3 times in the scene
- ▶ 10:30 Elad Gil So for example, if I look at other precedents in history, I look at Microsoft OS or I look at Google search or other things. 3 times in the scene
- ▶ 10:43 Elad Gil So in the context of Microsoft, for example, eventually they built Excel and Word and PowerPoint and all these things as office.
- ▶ 10:43 Elad Gil So in the context of Microsoft, for example, eventually they built Excel and Word and PowerPoint and all these things as office.
- ▶ 10:43 Elad Gil So in the context of Microsoft, for example, eventually they built Excel and Word and PowerPoint and all these things as office.
- ▶ 10:43 Elad Gil So in the context of Microsoft, for example, eventually they built Excel and Word and PowerPoint and all these things as office.
- ▶ 28:15 Elad Gil Because the dumb version of this is I'm using Microsoft Word and I'm typing something up and Word doesn't stop me from saying things, which I think is correct. 2 times in the scene
- ▶ 39:50 Ben Mann OpenAI, Google, Microsoft, um, all these companies are, are betting really big on MCP.
No Priors Ep. 116 | With Sarah and Elad
No Priors Ep. 108 | With Abridge Founder and CEO Shiv Rao, MD
- ▶ 13:03 Dr. Shiv Rao Now, the, you know, who we're, who we're competing with is Microsoft.
- ▶ 29:56 Dr. Shiv Rao Microsoft is probably like something that will never get them fired.
No Priors Ep 106 | With GitHub CEO Thomas Dohmke
- ▶ 0:20 Sarah Guo Before becoming CEO, he helped shape GitHub's product strategy and powers global expansion, and previously worked at Microsoft.
- ▶ 7:15 Thomas Dohmke We do a lot of experimentation, uh, with A-B testing, um, where we flight, uh, new versions, uh, or new fine-tuned versions of a model, um, uh, after the offline test, you know, in an online test, first with GitHub and Microsoft employees,… 2 times in the scene
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