Microsoft
includes Microsoft Excel, Microsoft Teams, Microsoft Azure, Microsoft PowerPoint, Microsoft Windows, Microsoft 365, Microsoft Copilot, Microsoft Word, Microsoft Office, Microsoft Clarity, Microsoft Lists, Microsoft SharePoint and 9 more
27 statements across 23 episodes · 8 bullish · 14 bearish · 15 people on the record · first statement Jun 2, 2017 by Tomasz Tunguz · said 340 times in 128 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Jason Lemkin (62), Marc Benioff (14), Todd McKinnon (12), Gabe Monroy (12), Byron Deeter (12), Howie Liu (11), Kazuki Ohta (10), Edith Harbaugh (9)
tap a year for its mentions
2026 31 mentions in 11 episodes 3 per episode
- AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin
- The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
- Software Stocks Have Massively Crashed. Here's What Founders Need to Know.
- $0 to $100M ARR Fast. How Gamma Scaled Quickly without a Sales Team
- Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
- $4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
- The Step-By-Step Playbook for Building AI-Powered GTM Teams with Personio's CRO
- Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
- 3 more episodes that year, every mention in 2026 →
2025 51 mentions in 16 episodes 3 per episode
- AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
- Why OpenAI Doesn't Pay Sales Commission (And Why It Works) with OpenAI GTM Leader Maggie Hott
- The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
- HubSpot Co-Founder Brian Halligan on How to Hire Great VPs and How M&A Really Works
- AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
- The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
- Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures
- Going Long: How Procore’s Founder Tooey Courtemanche Built a Billon-Dollar SaaS Empire Over 23 Years
- 8 more episodes that year, every mention in 2025 →
2024 44 mentions in 15 episodes 3 per episode
- Todd McKinnon CEO of Okta: Top 10 Learnings Building a High Performance Organization (Updated)
- 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
- Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
- The Top Marketing Strategies for AI-Driven Growth with the CMOs of Snowflake, LinkedIn, and Carta
- HubSpot Co-Founder and Chair Brian Halligan on AI and SaaS, Board Meetings, and When Incumbents Win
- How to Successfully Bring AI Products to Market at Scale with GitHub’s CRO
- Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte
- Top 10 Go To Market Mistakes Founders Make Again … and Again with SaaStr’s Jason Lemkin
- 7 more episodes that year, every mention in 2024 →
2023 62 mentions in 24 episodes 3 per episode
- Why You Want to Develop Product Painkillers, Not Vitamins | DigitalOcean CPO Gabe Monroy
- Scaling to $100M ARR: The Top 10 Mistakes to Avoid From LaunchDarkly Co-Founder Edith Harbaugh
- Scaling a B2B Leader from $0 to $1B+ ARR: Insights from UiPath's CEO and Founder Daniel Dines
- The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
- The 5 Ways AI Will Transform Creativity with Adobe CSO & EVP Scott Belsky
- The Most Important SaaS Metrics with Monday.com Co-Founders and SaaStr Founder Jason Lemkin
- Rippling CEO Parker Conrad's Theory of the Compound Startup: Disrupting How We Think About Software
- Building a Global SaaS Empire | Freshworks Founder & CEO Girish Mathrubootham on His Biggest Bets
- 16 more episodes that year, every mention in 2023 →
2022 43 mentions in 20 episodes 2 per episode
- Reaccelerating Growth at Scale with Box's CRO Mark Wayland and SaaStr CEO and Founder, Jason Lemkin
- CEO Systems: 5 Lessons Learned from Scaling at Every Growth Phase with HashiCorp CEO Dave McJannet
- The Answers To Scaling, Hiring, And Everything Else: An AMA With Saastr Founder & Ceo Jason Lemkin
- Why Choosing Your First Customers Matters More Than You Think | Pigment Co-Founder Eléonore Crespo
- How Hybrid is Working in Practice: What the Data Shows | Raise Comm. Real Estate CEO + President
- Scaling for the Enterprise: Top 5 Lessons on the Upmarket Journey with @AirtableApp CEO Howie Liu
- The Metrics that Matter, Whether You Are Raising $1m or $100m | Index Ventures Partner Molly Alter
- Top 5 Mistakes Building & Scaling Global Product Teams | HubSpot GM & VP, Products Poorvi Shrivastav
- 12 more episodes that year, every mention in 2022 →
2021 51 mentions in 16 episodes 3 per episode
- $100 Million ARR Pivot: From Platform Product to Vertical Apps With Treasure Data CEO Kazuki Ohta
- The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
- Adding Outbound Sales & Marketing to a Product-Led Growth Engine Freshworks, Twilio, 1Password, Coda
- How to Market at Mass Scale | Harry Stebbings, The Twenty Minute VC & Whereby CMO Ryan Bonnici
- Lessons in Scaling a Low Code Platform with Airtable | SaaStr Software Community
- How to Build a Great Intern Program from Scratch | @shopify VP of Engineering Farhan Thawar
- State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
- Brian Halligan, CEO and Co-Founder at HubSpot: The Secrets to $1B ARR ... And Beyond!
- 8 more episodes that year, every mention in 2021 →
2020 26 mentions in 8 episodes 3 per episode
- Going Upmarket, And How Things Have Changed in a Decade, at Trello, with Founder Michael Pryor
- Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community
- Lessons in Scaling a Low Code Platform with Airtable's CEO Howie Liu
- On Launching a Second Product with Dharmesh Shah, CTO / Co-Founder HubSpot
- 7 Key Tips & Tricks to Getting More Revenue per AE with Salesloft, Zoom and Fireeye
- Lessons from Logikcull: $0 to $10M in 19 Months: The How, When & Why + 10 Mistakes Along the Way
- The Current State of Venture Capital and Cloud | SaaStr Software Community
- Webinar: What It Was Like in '08-'09. And We Can Learn for '20.
- every mention in 2020, scene by scene →
2019 14 mentions in 10 episodes 1 per episode
- Metacorn: How to Build a Platform that Fuels an Ecosystem with Plaid Co-Founder/CEO Zach Perret
- State of the Cloud 2019: Europa Edition | SaaStr Software Community
- State of the Cloud 2019 from Bessemer Venture Partners
- How to Hire a Great VP of Sales with SaaStr + Duo Security
- "5 Dos and Dont's Lessons From My Bootstrapping Days" Wrike Founder and CEO Andrew Filev
- The Top 5 Questions Every CEO Wrestles With - Lessons From Dave Kellogg
- Lessons from Gorgias: How to Close your First 1000 Customers Based Solely on Data
- How we did it: Gender Equality, Equal Pay, and Racial Equality with Salesforce
- 2 more episodes that year, every mention in 2019 →
2018 8 mentions in 5 episodes 2 per episode
- Infrastructure for Non Devs: What CEOs Really Need to Know in 2017
- Insider's Guide To Building Great Product w/Merci Grace, Slack's First Head of Product
- State of the Cloud: 2018 Edition
- Sales AMA: Your Burning Questions Answered
- Secrets to Closing Your First 6 Figure Deal
- every mention in 2018, scene by scene →
Everything said about Microsoft, oldest first
Jun 2, 2017 positive
Jun 2, 2017 neutral
Tunguz: Google, Microsoft, and Amazon will dominate foundational AI APIs
“Google, Microsoft, Amazon, they will be releasing the APIs that lots of companies will be building on, competing with them. You may want to compete with them, but we will likely not invest in that because it's a very challenging go to market strategy.”
Aug 28, 2019 negative
Dec 10, 2020 negative
Liu: Microsoft Lists is a direct attempt to replicate Airtable
“Microsoft has a product called list that is. In many ways, like a direct, you know, kind of attempt to replicate air table. We think we have a lot of product advantages over that product, but you know, it's a much more direct play against air table. Google has…”
Jan 6, 2021
Howie Liu: Founders Overestimate Competition Short-Term but Underestimate It Long-Term
“We tend to overestimate competition in the short term. We get really freaked out about it. But we underestimate in the longterm. So, you know, like calm yourself down in the short term, but then like be more paranoid in the longterm about what this really mean…”
Feb 18, 2021 negative
Mar 14, 2021 bullish
Oct 14, 2021 bullish
Deeter: Cloud leaders are superseding FAANG as tech growth drivers
“Our thesis internally is that those horizons and the growth rates of those markets are starting to pull back, and that you see a changing of the guard. And it's really the cloud basket, and we pulled out six names in particular with Microsoft, Twilio, Shopify,…”
Dec 21, 2021 bullish
Epstein: Microsoft Teams beat Slack via enterprise CIO relationships despite inferior product
“Microsoft had the relationships with the CIOs, and people were, companies were wall-to-wall Microsoft, that their product didn't even have to be as good as Slack. They could still go win so many customers, and they didn't say, oh, wow, there's this new PLG thi…”
Jan 4, 2022 bullish
Box CRO: Microsoft and Salesforce will win enterprise SaaS consolidation waves
“Well, I think that the extra large vendors will benefit big time as they did in the client server era. And so if you think about the number one and the number two cloud investments at the app layer, not the infrastructure layer that organizations are making at…”
Feb 27, 2022 neutral
Mar 11, 2022 negative
Betakure: Microsoft study found remote work maintained productivity but siloed teams
“Microsoft just did a study of 60,000 of their employees, and what they found was, while some productivity maintained, silos were created around teams in which they didn't collaborate, and so, you know, people were on islands during these last 18 months, and fu…”
Feb 9, 2023 negative
Monroy: Azure Container Service initially failed to deliver reliable cluster upgrades
“Customers wanted to hire ACS to upgrade their clusters. They wanted to hire ACS to provide reliability, a reliable infrastructure for them. We weren't fulfilling the job to be done that they had brought to the table, and that was a big problem.”
Feb 9, 2023 positive
Jun 16, 2023 negative
Jun 27, 2023 neutral
Dec 8, 2023 bullish
Jun 26, 2024 negative
Jan 3, 2025 negative
Halligan: HubSpot Avoids Hiring Executives From Google and Microsoft
“The other hack that helped us is we just don't hire anyone from Google or Microsoft or a giant company that it's like a different level of abstraction from where we're at. It was used to having, you know, a lot of staff and a lot of help around that maybe we'r…”
May 2, 2025 negative
Benioff: Microsoft Used 'Dark' and 'Horrible' Tactics to Attack Slack
“You can see the horrible things that Microsoft did to Slack before we bought it. And yeah, that was pretty bad and they were running their playbook and did a lot of dark stuff. And it's all got in a written up in an EU complaint, but Slack made before we bough…”
May 2, 2025 bearish
Benioff: Microsoft's Partnership With OpenAI Will Turn Into Direct Competition
“Microsoft is a company that wants to own it all, control it all. If they see a hot company or a hot startup, they ask themselves, hey, why is that not in our world? And in the case of they, usually they like To either try to feign an acquisition and then based…”
Sep 12, 2025 negative
Lemkin: Vibe coding apps like Salesforce in 10 minutes is dangerous bologna
“There's a lot of stuff on social media about, Hey, you can just vibe code your own HubSpot or Salesforce. You can vibe code your own notion. It will take. 10 minutes. That's Sony baloney. And it is almost dangerous Sony baloney because it's not just startups t…”
Sep 12, 2025
Lemkin: Building a production vibe-coded B2B app takes a month, 60% QA
“If you seriously want to put a simple, but real B to B app into production with real users, collecting real information and charging for it for real, and you want it to be any good budget a month. A month and 60% of your time will be QA and testing.”
Oct 5, 2025 bearish
Lemkin: Generic $20-a-Month AI Copilots Are a Failure
“This is why co-pilots are like a failure. No one wants to pay for the office co-pilot. That does a little bit extra for another 20 bucks a month. They want something that does something incredibly powerful and very meaningful with almost instant ROI.”
Dec 24, 2025 negative
Jan 2, 2026 bearish
Jul 15, 2026 bullish
O'Driscoll: AI apps will create massive public market outcomes within 15 years.
“But then I still think there are going to be over the next 1015 years, just as Microsoft dominated the client server and PC age and was the operating system, but there were hundreds of client server apps companies that achieved successful and great outcomes in…”