Microsoft, every mention
44 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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…