Microsoft, every mention

24 scenes (2024), the whole family · ← back to Microsoft

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every year 2024 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

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How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea Nov 22, 2024 · 8 mentions

  • ▶ 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…
  • ▶ 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… 2 times in the scene
  • ▶ 28:16 Dan Wright Microsoft had reached out and at the time we we'd been preempted for the previous round. 3 times in the scene
  • ▶ 28:31 Dan Wright 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.

Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea Oct 25, 2024 · 2 mentions

  • ▶ 7:43 Richard Socher You know, PowerPoints, the PDFs and so on.
  • ▶ 32:41 Richard Socher So imagine you have, they upload, like, hundreds of large documents, CSV files, like Excel spreadsheets, and so on, and we can now answer for them in the biotech space questions like, how many control and test patients were there in this…

Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea Oct 16, 2024 · 1 mention

Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea Oct 11, 2024 · 3 mentions

  • ▶ 29:38 Alex Kolicich And, you know, Microsoft doesn't care if the margins and foundation models are 80% or 30%. 2 times in the scene
  • ▶ 29:45 Alex Kolicich Even if it's a commodity, it needs to be a commodity on Azure.

Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea Sep 20, 2024 · 2 mentions

  • ▶ 39:15 Molly Alter A lot of them are doing, you know, jerry-rigged Excel setups combined with JIRA, combined with scribbled notes that integrate with 19 eighties on-prem software, and it's run on an industrial computer. 2 times in the scene

Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea Aug 23, 2024 · 1 mention

  • ▶ 34:58 Grace Isford And so you don't actually have to work with OpenAI or Anthropic or even Google or AWS or Microsoft in order to get the benefit of these amazing LAMA models, as an example, or this amazing inference, which you would be hard to do otherwise.

Founder of Fundera (Nerdwallet) & GroupMe (Skype/Microsoft) Path to VC | Jared Hecht, USV · Sourcery with Molly O'Shea Apr 26, 2024 · 3 mentions

  • ▶ 1:46 Molly O'Shea We have Jared Hecht, venture partner at USV and formerly founder of Fundera, which sold to NerdWallet in 2020, and GroupMe, which sold to Skype and Microsoft in 2011.
  • ▶ 10:23 Jared Hecht Uh, a little over a year before it was acquired by Skype and Microsoft.
  • ▶ 15:22 Jared Hecht And the day I left Microsoft, after having had sold GroupMe to Microsoft, I started Fundera, like incorporated Fundera.

Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea Apr 19, 2024 · 1 mention

  • ▶ 5:06 Willem Sundblad Professor of mine who sent me around to manufacturing companies in Sweden to interview them how they do analytics and optimization, and this was in 2011, and like big data and like advertising technology was getting hyped, and I kind of…

Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea Apr 12, 2024 · 2 mentions

  • ▶ 39:35 Kyle Harrison Like a Microsoft buying an Activision or whatever, a large and a small, 2 times in the scene

Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea Apr 7, 2024 · 3 mentions

  • ▶ 14:42 Morgan Housel So I, I make the point in psychology money that Bill Gates went to the only high school in America that had a computer by, by his own, his own saying, um, there would be no Microsoft if he didn't happen to go to this one specific school.
  • ▶ 38:52 Morgan Housel And I think the, the amazing businesses that stand out over time, the, the massive successes, Microsoft, Facebook, they got both of them, right? 2 times in the scene

Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea Mar 29, 2024 · 1 mention

  • ▶ 14:25 Chris Power So like looks good on an Excel spreadsheet, but, um, completely fails operationally.

Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea Mar 15, 2024 · 1 mention

  • ▶ 34:24 Delian Asparouhov 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.

Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea Mar 3, 2024 · 2 mentions

  • ▶ 20:14 Molly O'Shea In terms of these recent earnings reports, uh, whether it's NVIDIA, Alphabet, Microsoft, um, Meta, ServiceNow, are there any, like, solid narratives we can pull from there, um, to kind of help guide us through this hype cycle or the early…
  • ▶ 26:51 Alex Kolicich So if you're writing an article on email or in Word, you automatically notice a sentence.

Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea Feb 1, 2024 · 1 mention

  • ▶ 11:41 Xander Oltmann Like the companies like NVIDIA that are, you know, making tons and tons of money, as well as the data center businesses like GCP, Azure, AWS.
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