Microsoft, every mention
122 scenes, the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Molly O'Shea 14Teresa Carlson 13Dan Wright 12Pete Shadbolt 9Alfred Lin 7Kyle Harrison 6Gilly Raanan 6Dylan Field 6Philip Clark 4Elad Gil 4
Verbatim, from the transcripts: the passages where Microsoft comes up
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- ▶ 0:05 unnamed speaker Microsoft and Cognition.
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 19:04 Tony Kim And that all of that data center infrastructure that was built, even with AWS and GCP and Azure, that was built for that.
- ▶ 23:32 Tony Kim So, Microsoft in Mac-seven, it's not, it's not, I just have a, a non-Mac-seven software service in the internet category of 10 trillion, 22 trillion in Mac-seven, and then there's another 30 plus trillion in chips and hardware.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- ▶ 33:14 Rodrigo Liang And so, so people are investing a lot to go and grab the users, grab the customers, because usually once you're in, once you're kind of using, say, Microsoft or, or Google Gemini, you're pretty much kind of in that ecosystem for a while,…
SpaceX's Former CIO: "Never Worked Harder in My Life" · Sourcery with Molly O'Shea
- ▶ 9:31 Ken Venner Corporate-ish in its behaviors and characteristics where the outcomes weren't as important as the PowerPoint that you created or the people that you know.
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
- ▶ 49:03 Ken Venner Corporate-ish in its behaviors and characteristics where the outcomes weren't as important as the PowerPoint decks you created or the people that you know.
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- ▶ 1:05:14 Cyan Banister Eventually, Scott started a company called Submit It, which sold to Link Exchange, which got bought by Microsoft, and he ended up working with Bill Gross, um, and going kind of on his own path, but he was the, one of the first investors in…
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- ▶ 0:09 Arun Mathew Microsoft had just invested into Facebook at fifteen billion dollars, and we had the chance to invest around, like, a little bit south of twenty billion dollars.
- ▶ 4:08 Arun Mathew Microsoft had just invested into Facebook at fifteen billion dollars, and we had the chance to invest
Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- ▶ 24:58 Dylan Field Uh, this is also the Microsoft definition. 2 times in the scene
- ▶ 25:00 Dylan Field Um, it's like, what's the GP of everything created on windows? 3 times in the scene
- ▶ 44:04 Dylan Field And, uh, maybe we didn't interact as much during the building of Figma, but like their voices in my head, uh, you know, so folks from O'Reilly, LinkedIn, um, you know, Microsoft research.
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- ▶ 8:01 Gabe Pereyra OpenAI and Google and Microsoft and all these providers.
Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
- ▶ 4:35 Winston Weinberg That we had a problem of in the beginning, which is because we process sensitive data, a lot of the countries we actually needed like an Azure instance in each one, right? 3 times in the scene
Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo · Sourcery with Molly O'Shea
How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- ▶ 15:52 Tanay Tandon And then Microsoft Word came out with AutoCorrect as part of the software and this company's revenue went to zero.
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 38:47 Jaimin Rangwalla And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up. 2 times in the scene
How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- ▶ 3:01 Molly O'Shea I want to start going back to your days at AWS, and I know you had a longstanding career that also touched upon Microsoft, so we could, we could also touch upon that, but I'd love to start at AWS because you were transformational in… 2 times in the scene
- ▶ 13:17 Teresa Carlson 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.
- ▶ 17:16 Teresa Carlson I found when I built this business, it was very different than my business at Microsoft. 4 times in the scene
- ▶ 29:22 Teresa Carlson Well, the first lesson I learned when I got there, never put a PowerPoint presentation in front of anybody. 3 times in the scene
- ▶ 45:53 Teresa Carlson In fact, I have such a deep appreciation for Andy for challenging me on some of these concepts, because when I first got to AWS, I had kind of been taught at Microsoft, we did not get customers to speak out a lot, and we always called it…
- ▶ 50:46 Teresa Carlson And with AI coming on the forefront so quick and fast, I said, look, it's not like the thing I would probably love to do day in and day out, but what I found in my work with at Microsoft and Amazon, without the right policy and government… 3 times in the scene
- ▶ 1:00:28 Teresa Carlson and I were talking before, and when I was at Microsoft, I shared with you in the 10 years I was there, which was 2000 to 2010.
The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock · Sourcery with Molly O'Shea
- ▶ 0:18 Brett Adcock They brought in Satya and Microsoft.
- ▶ 16:35 Brett Adcock They brought in Satya and Microsoft.
300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- ▶ 35:10 Kyle Harrison Microsoft is actually competing for an IVAS contract. 4 times in the scene
Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- ▶ 8:32 Gilly Raanan You know, I got, uh, you know, a Commodore 64, and, you know, it was pre-Windows, pre-DOS era, and
- ▶ 29:16 Gilly Raanan If they're trusting Ireland as their browser and not Microsoft or Google, that means something.
- ▶ 56:25 Gilly Raanan So if, you know, Windows operating system is new, then you need Windows operating security. 2 times in the scene
- ▶ 57:18 Gilly Raanan 20, um, 12, when I first uh, met Asaf Rapoport Rappaport and wrote him the first check in his previous company, Adalom, that company that he sold to, to Microsoft, cloud was new, so we were focused on cloud security, but I didn't need to,…
- ▶ 1:16:59 Gilly Raanan Uh, and then we started the Sunrise, uh, uh, process, and we figure out that as expected almost, that the original idea is not, it's, it's a, it's an okay idea, but it would not get you to get them to real greatness, and they shifted back…
Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
- ▶ 19:33 Alfred Lin To the internet, to the cloud, to mobile, there was a shift in development that most people don't really talk about, which is from waterfall development, where releases were two to three years old, and probably not all of you are old… 2 times in the scene
- ▶ 19:55 Alfred Lin They would release their office every two or three years, and then in the cloud,
- ▶ 30:32 Alfred Lin And some of them didn't, didn't last, but then there was AWS, there was GCP, and there was Azure.
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
- ▶ 7:16 Thomas Laffont And that's because Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI.
How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
- ▶ 0:31 Dan Wright We were the first modular data center ever to be deployed in the middle of the desert in Saudi Arabia with Aramco, working with Microsoft.
- ▶ 5:03 Dan Wright On the other hand, we also partner with the big cloud providers like Microsoft, extending all of these really powerful models to the edge, even Azure Stack, which is a piece of hardware, um, that Microsoft has developed. 2 times in the scene
- ▶ 6:24 Dan Wright We were the first modular data center ever to be deployed in the middle of the summer in the desert in Saudi Arabia with Aramco working with Microsoft.
- ▶ 20:15 Dan Wright I'd say, um, you know, also we, we are always trying to find new partners, especially ones that have cutting edge AI capabilities that we can then bring to the edge, whether that is a big company like Microsoft, or it's a smaller, uh, more…
Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO · Sourcery with Molly O'Shea
- ▶ 30:46 Matt Grimm So like the whole notion of the, um, the IVAS program that we acquired from the Microsoft spin out.
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
- ▶ 37:18 Matt Grimm So like the whole notion of the, um, the IVAS program that we acquired from the Microsoft spinout that's now called, uh,
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 20:50 Mark Bhargava And of course, the hyperscalers like Amazon and Google and Microsoft.
- ▶ 40:19 Mark Bhargava And honestly, an incumbent like Microsoft or Amazon or Google that has the distribution can just push the software. 2 times in the scene
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- ▶ 7:48 Philip Clark So we moved all of our software workloads to the likes of AWS and GCP and Azure.
- ▶ 8:01 Philip Clark Was started in 2020 with the goal of securing cloud software for the world, as started by a really incredible team of Israeli entrepreneurs, Asaf, Roy, Younone, Ami, all who had actually worked on this problem for a little while earlier,… 2 times in the scene
- ▶ 51:29 Philip Clark Likewise with Amazon, likewise with Netflix, likewise with Microsoft.
How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
- ▶ 36:33 Ryan Serhant Because it's her name on the door, too, to say words not doing the word thing.
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- ▶ 4:26 Alfred Lin Make one be the company, you know, and for, for the cloud, there's AWS, there's GCP, there's Asher, because if I am Goldman Sachs, I want to be able to trade off and be able to use all of them.
- ▶ 28:59 Alfred Lin We eventually sold it to Microsoft.
Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- ▶ 32:46 Alfred Lin You just go on AWS or GCP or Azure, and you just provision a server.
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 26:51 Michael Barton We're now starting to see companies start to generate revenue and products that actually look pretty good for a lot of other things, whether it's building an Excel model, right?
- ▶ 42:11 Michael Barton And then you would say, you know, well, Microsoft's, like, probably an AI winner, and Meta's probably an AI winner.
- ▶ 44:51 Michael Barton So this is a bit of an art, and I think the most important thing is, you know, you spend 95% of your time doing all this deep work and all this deep analysis, but can you take that, you know, thousand line Excel model and all the expert…
Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- ▶ 0:09 Molly O'Shea And customers that include OpenAI, NVIDIA, Anthropik, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:13 Molly O'Shea A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:37 Jonathan Siddharth Uh, we work with OpenAI, Anthropic, Meta, Google, Microsoft, Nvidia, Amazon, anybody that's building a Frontier Foundation model, we are probably working with them already.
Joby, Dirac & Allen Control: The Future of Air, AI Factories & Defense Tech · Sourcery with Molly O'Shea
- ▶ 26:59 Philip Ehrenstein That's like this thick with like a bunch of like photos and it looks like templates out of like Microsoft Word and PowerPoint.
- ▶ 26:59 Philip Ehrenstein That's like this thick with like a bunch of like photos and it looks like templates out of like Microsoft Word and PowerPoint.
Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- ▶ 21:17 Navin Chaddha Uh, you look at cloud providers, Google, Microsoft, AWS, they're all two, three, four trillion dollar companies.
Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- ▶ 13:58 Sebastian Siemiatkowski Financial analytics, to produce PowerPoint slides of our investor presentations, or whether it was to do, you know, easier marketing messages, or whether it was, like, tons of people came with just, like, tons of things where they were…
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 29:43 Pete Shadbolt So you take all of the supercomputers on the planet, you take every, uh, AWS system, every Azure system, you add them all together, and we trash that capability for that specific set of problems in chemistry, material science, uh, et…
- ▶ 54:19 Pete Shadbolt And so you can build a nice Excel spreadsheet, right?
- ▶ 54:24 Pete Shadbolt Selling time on that system in a kind of cloud computing framing like Azure or AWS or whatever.
- ▶ 1:38:20 Pete Shadbolt Nobody cared that Azure and Microsoft and open AI were building big, ugly computers.
- ▶ 1:38:20 Pete Shadbolt Nobody cared that Azure and Microsoft and open AI were building big, ugly computers.
- ▶ 1:50:40 Pete Shadbolt That's a very helpful analogy just to differentiate from PowerPoint and Microsoft Excel and TikTok, right? 2 times in the scene
- ▶ 1:50:40 Pete Shadbolt That's a very helpful analogy just to differentiate from PowerPoint and Microsoft Excel and TikTok, right? 2 times in the scene
Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- ▶ 20:12 Patrick McGee And it's because they were going through this, like, special larger paper, um, just going through myriad of Excel sheets of, like, supply demands, you know, not just for products, but intricate components. 3 times in the scene
Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- ▶ 36:07 Apoorv Agrawal Um, then built, uh, GitHub Copilot, uh, with Nat Friedman and team at, uh, uh, Microsoft.
- ▶ 39:27 Apoorv Agrawal This is AWS and GCP and Azure, et cetera.
How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
- ▶ 42:28 Drew Oetting I think Excel work and, you know, some legal, a lot of legal things, a lot of accounting, those are probably the
Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
- ▶ 27:11 Henry Ward We have a lot of spreadsheet lists at Carta, a bunch of Excel people, uh, and they're just manipulating Excel. 2 times in the scene
Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
- ▶ 21:50 Scott Nolan And so you see Microsoft going after Three Mile Island and what's now the Crane Clean Energy Center to take one of the two reactors at Three Mile Island and turn it back on.
Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
- ▶ 43:25 Rune Kvist Some of the risk questions that we were dealing with when he was leading GitHub, they built GoPilot, which is like the first real AI product that worked, and he led the efforts that led to Microsoft basically ensuring all of their…
How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- ▶ 8:52 Greg Little These are the consultants and SIs that mostly sell PowerPoints, mostly can be replaced by a subscription to GBT for 20 bucks a month.
- ▶ 21:31 Greg Little And the beauty of it is we can tap into the open AIs, or the XAIs, or the Oracle's, or the Microsoft's, or the Azure's, or the Palantir's, or the Andrel's.
- ▶ 21:31 Greg Little And the beauty of it is we can tap into the open AIs, or the XAIs, or the Oracle's, or the Microsoft's, or the Azure's, or the Palantir's, or the Andrel's.
Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- ▶ 1:00:45 Molly O'Shea Okay, so also in KOTU's deck, there, there was a really great chart for Applovin versus Microsoft. 2 times in the scene
Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea
Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- ▶ 1:06:00 Stephen Slattery Things like natural language queries, things like anomaly identification, and the latter in, you know, to me is more like the, it's like the Clippy paperclip in Microsoft Word, right?
How Whop Is Making $1.2+ Billion For Creators · Sourcery with Molly O'Shea
- ▶ 3:07 Jack Sharky So we found a discord forum of people buying and selling software license keys as if like you were buying a Microsoft word license key and someone sold it to you.
Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- ▶ 14:42 Leigh Marie Braswell So the Microsoft ecosystem for obvious reasons.
- ▶ 38:58 Leigh Marie Braswell Um, but we have a lot of people that are on the KP investment team that used to work in investment making or private equity or hedge funds and the amount of like PowerPoints they had to put together or like Excel workflows or all that…
- ▶ 38:58 Leigh Marie Braswell Um, but we have a lot of people that are on the KP investment team that used to work in investment making or private equity or hedge funds and the amount of like PowerPoints they had to put together or like Excel workflows or all that…
How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
- ▶ 20:31 Gordon Ritter And I, there almost no dollar price, uh, is wrong in that using that lens on the commercial side with the amount of money that people are going to be paying for these services for co-pilot from Microsoft and others.
- ▶ 20:31 Gordon Ritter And I, there almost no dollar price, uh, is wrong in that using that lens on the commercial side with the amount of money that people are going to be paying for these services for co-pilot from Microsoft and others.
- ▶ 1:21:20 Gordon Ritter Uh, they're gonna probably be whole new categories that the, the Apples and the IBMs, the IBMs and the Microsofts are gonna come up with that will be a whole new platform on which to, uh, to deploy technology out to end users.
Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- ▶ 6:58 Molly O'Shea So we have Google, Microsoft, Meta, Amazon, Apple. 5 times in the scene
- ▶ 11:45 Tomasz Tunguz There's a big push now to make the smaller models much more accurate, which they are like the five, five, four, five, four model from Microsoft and the Gemma models from Google are incredibly small, incredibly potent.
How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- ▶ 2:58 Molly O'Shea Your COO, John Runyon, led Okta through the IPO, and your CTO Pradeep Nair was VP of Microsoft Azure.
- ▶ 10:40 Dan Wright And also, you know, my CTO, Pradeep Nair, our founding CTO, he was one of the critical, like, founding engineers that built Azure at Microsoft, so he had seen this play out with Azure, that, you know, the marketplace was critical to its…
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