Microsoft
includes Microsoft Azure, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows, Microsoft Word, Microsoft Bing, Microsoft Copilot, Microsoft Office, Microsoft Paint, Microsoft Research, Microsoft Teams
19 statements across 17 episodes · 9 bullish · 2 bearish · 16 people on the record · first statement Mar 15, 2024 by Delian Asparouhov · said 164 times in 68 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (14), Teresa Carlson (13), Dan Wright (12), Pete Shadbolt (9), Alfred Lin (7), Kyle Harrison (6), Gilly Raanan (6), Dylan Field (6)
tap a year for its mentions
2026 65 mentions in 23 episodes 3 per episode
- How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
- Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- 15 more episodes that year, every mention in 2026 →
2025 68 mentions in 31 episodes 2 per episode
- Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- 23 more episodes that year, every mention in 2025 →
2024 31 mentions in 14 episodes 2 per episode
- How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- Founder of Fundera (Nerdwallet) & GroupMe (Skype/Microsoft) Path to VC | Jared Hecht, USV · Sourcery with Molly O'Shea
- Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
- Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- 6 more episodes that year, every mention in 2024 →
Everything said about Microsoft, oldest first
Mar 15, 2024 neutral
Asparouhov: Khosla is the only equity owner in OpenAI besides Microsoft
“Mattershund being the largest, you know, sort of investor
You know, in SpaceX, Coastal Ventures being the largest investor in Rocket Lab, and then in some ways more recently, you know, the only equity owner in OpenAI other than Microsoft.”
Apr 7, 2024
Oct 11, 2024 bullish
Cloud giants must host foundation models even if they become low-margin commodities
“Microsoft doesn't care if the margins and foundation models are 80% or 30%. They can't lose that layer, right? Even if it's a commodity, it needs to be a commodity on Azure. Same thing with Amazon. Needs to be a commodity on AWS.”
Nov 22, 2024 positive
Azure cloud customers can spend their Microsoft credits on Armada products
“We have a partnership with them where we're going to market together. You know, Azure customers can use their credits on any of our products, which is really nice for the customers and all of the products kind of work really, really well together.”
Jan 23, 2025 neutral
Jan 23, 2025 neutral
Tunguz: Microsoft projects compute constraints and aggressive GPU buying through 2025
“Microsoft is still compute constrained. And they project, I think, all the way through twenty-twenty-five, they'll still be needing to buy GPUs aggressively because it just cannot serve service all of the demand.”
Jan 30, 2025 bullish
Ritter: Voice and Hardware Modalities Will Open Whole New Software Categories Like Mobile
“And I think one of the things we believe is there's going to be a whole new, if the mobile device was something that opened up a whole new category of software for mobile devices, we've got devices companies like Bland that may open it up for voice in unique n…”
Jul 3, 2025 positive
Sep 10, 2025 neutral
Shadbolt: The public never cares about supercomputers, only their output
“People have been building leadership class supercomputers for a very long time, and usually people don't care about them, and that's fine. Like nobody cared prior to GPT-III. Nobody cared that Azure and Microsoft and open AI were building big, ugly computers. …”
Oct 10, 2025 positive
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”
Oct 10, 2025 positive
Oct 23, 2025 bullish
Barton: AI Infrastructure and Energy Stocks Outperform Mega-Cap AI Winners Like Microsoft and Meta
“AI infrastructure, right? Like the build out of AI, the data centers, the constellation energy, the nuclear, the power needed to, You know, power these GPUs. Those stocks are up, like, 50. And then you would say, you know, well, Microsoft's, like, probably an …”
Dec 17, 2025
Jan 26, 2026 positive
Mar 6, 2026 bearish
Apr 29, 2026 positive
Harrison: Anduril took over Microsoft's $22B IVAS contract for EagleEye
“And then a year ago Microsoft basically admitted defeat to some extent, and the government said, we're going to recompete the contract, and Anduril first as a potential partner to Microsoft, and then eventually took over a twenty-two billion dollar IVAS contra…”
May 11, 2026
Four-person AWS team beat IBM and Microsoft for landmark CIA contract
“We, I had a team of four people, that was it, and we did one outside contractor that helped us, And other teams, IBM, Microsoft, others that bidded, had these huge teams bidding this thing, and they kept saying, you guys can't win it.”
May 15, 2026 bearish
Jul 6, 2026 neutral
Mathew: Accel bought Facebook secondary shares around a $20B valuation
“We, so we initially invested in Facebook in 2005. We led the series A out of our early stage fund, and we created this growth vehicle in 2008. Miles and I joined in 2008 and 2009, and one of the first opportunities was to buy some Facebook secondary that came …”