Microsoft
includes Microsoft Azure, Microsoft Excel, Microsoft Windows, Microsoft Copilot, Microsoft Teams, Microsoft PowerPoint, Microsoft Bing, Microsoft Outlook, Microsoft Edge, Microsoft Word, Microsoft 365, Microsoft Office and 16 more
63 statements across 35 episodes · 23 bullish · 17 bearish · 21 people on the record · first statement Nov 14, 2024 by John Coogan · said 1,056 times in 225 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (352), Jordi Hays (43), Ben Thompson (31), Satya Nadella (25), David Rosenthal (19), Palmer Luckey (6), Will Brown (5), Keith Rabois (5)
tap a year for its mentions
2026 429 mentions in 107 episodes 4 per episode
- Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- Ben Thompson Explains the XBOX Disaster
- XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
- 99 more episodes that year, every mention in 2026 →
2025 557 mentions in 99 episodes 6 per episode
- Microsoft’s Cloud Outpaces Its AI Growth
- Microsoft CEO Satya Nadella Live on TBPN
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- 91 more episodes that year, every mention in 2025 →
2024 70 mentions in 19 episodes 4 per episode
- The Secret Billionaire Party (ep6)
- Trump's Secret Career (ep7)
- Venture Capital Just Changed Forever (ep1)
- Inside Facebooks Secret "Red Book" (ep18)
- Low T levels at Y-Combinator (ep9)
- Zuck Just Killed the Apple Vision Pro (ep2)
- Billionaires XMAS list (ep21)
- CEO Assassination Deep Dive (ep19)
- 11 more episodes that year, every mention in 2024 →
Everything said about Microsoft, oldest first
Nov 14, 2024 negative
Coogan: Microsoft has a moral duty to modernize government software pro bono
“Microsoft, like, go in and pro bono get the government on the latest and greatest software. Like, just do whatever that work is instead of just continuing to start to charge XP licenses. Like, you have some sort of, like, moral duty. This is your way that you …”
Dec 14, 2024 neutral
Jan 23, 2025 neutral
Coogan: Unprofitable AI labs must separate software and infrastructure vehicles
“OpenAI is a software company with different long-term cost structure than that of an infrastructure company. That's fine if you're at Microsoft scale and profitability, but for entities that are losing money and looking to raise more, it makes sense to be diff…”
Jan 23, 2025 positive
Coogan: Microsoft Will Run Compressed OpenAI LLMs Across All Core Products
“So Microsoft is going to figure out how to slot the OpenAI API and the models into Excel, Word,
Outlook, all their products, and then it's going to be an, it's going to be co-pilot on the desktop software.
Everywhere there's a Microsoft product, there will be …”
Jan 25, 2025 neutral
Jan 25, 2025 bearish
Coogan: Stargate joint venture is incrementally negative for Microsoft long-term
“Microsoft is the biggest loser. Microsoft is largely left on the sidelines as OpenAI utilizes another infrastructure partner. As such, and Adele stated, all I know is I'm good for my eighty billion. Microsoft's recent blog post stated the facts of the partners…”
Feb 10, 2025 bullish
Mar 5, 2025 bearish
Rabois: Microsoft will not hold as much of a strategic lock on AI
“I think Sundar made several miscalculations, and I actually do think that Microsoft and, you know, Satya got a lot of credit, but I think they're seeing some of the downsides to some of their strategies now. Like I think they are going to wind up not having qu…”
Mar 6, 2025 neutral
Glyman: Ramp's gap to trillion-dollar tech incumbents equals seed-stage multiples
“Mathematically a company like you know, an Apple or Microsoft or Nvidia, you know, talking to a ramp is almost like a ramp talking to a seed or Siri J startup. It's actually those multiples in between valuations are about the same.”
Mar 15, 2025 positive
Microsoft is much more willing to support US defense than other tech giants
“They, as you said, they have been much more willing than the other big tech companies to think of themselves as an American company, which is incredibly important and also be willing to work with the government on programs where, you know, there's potentially …”
Mar 17, 2025 bullish
Bartlett: Most AI equity value will probably accrue to Big Tech incumbents
“And I think in large part, maybe with the exception of open AI, like the vast majority of the equity value will probably end up accumulating to the Facebooks and the Microsofts and the, you know, the Googles and I guess open AI as well.”
Mar 24, 2025 neutral
Maguire: Cloud giants like Microsoft cannot solve enterprise cloud security themselves
“You need to solve this from the outside in. Like you can't, it, Microsoft can't solve this themselves. You have to have a solution that is kind of looking at all clouds and looking at the entire Industry, because people are multi-cloud, they work with multiple…”
Apr 26, 2025 negative
Apr 26, 2025 neutral
Apr 26, 2025 positive
Apr 26, 2025 neutral
Jun 23, 2025 positive
Aug 6, 2025 positive
Aug 9, 2025 neutral
Aug 9, 2025 neutral
Coogan: Non-AI core infrastructure drove Microsoft Azure revenue growth
“More than half of Azure's 33% revenue jump in the company's March quarter came from non-AI services. While the company didn't give a comparable breakdown of the cloud unit's 39% growth in its June quarter, it said that the core infrastructure business, Microso…”
Aug 9, 2025 bearish
Aug 9, 2025 neutral
Aug 9, 2025 bullish
Oct 9, 2025
Oct 21, 2025 positive
Anduril integrated its UI into the Army's SBMC in under two weeks
“Did you know that when we took over SBMC from Microsoft, that we integrated our UI and features that we've been building on Lattice in less than two weeks? Like, we literally, like, we did in two weeks what the army had been working on for years because we've …”
Oct 21, 2025 positive
Microsoft's $22B Army augmented reality contract vehicle has moved to Anduril
“Who would have bet that eight years later, that Microsoft contract, that twenty-two billion dollar contract vehicle for the architecture of the Army's AR future would move over to Anduril, that we would be launching something like Eagle Eye”
Oct 28, 2025
Oct 28, 2025 positive
Nadella: Microsoft Committed $13.5B to OpenAI Before ChatGPT Became a Hit
“I mean, if you look back, you asked how we put the billion, and the reality is we put the ten billion. Or the 13 and a half was fully committed before it became a thing, right? And remember that was all done before ChatGPT became a thing.”
Oct 28, 2025
Oct 28, 2025
Nadella: Companies must sacrifice 90% margins before tech shifts wipe them out
“When these shifts happen, whether you like it or not, you have to first be relevant after having, it doesn't matter what the business model is. The business model may be like, hey, I had whatever, 90% margins, you are going to at best have 10%, but you have to…”
Oct 28, 2025 positive
Oct 28, 2025 bullish
Nadella: Microsoft gaming will follow Office strategy across all platforms
“Similar approach to what we did with Office. We, we're going to be everywhere in every platform. So we want to make sure whether it's consoles. Whether it's the PC, whether it's mobile, whether it's Cloud gaming. Or the TV. So we just want to make sure the gam…”
Oct 28, 2025 neutral
Oct 28, 2025 positive
Oct 28, 2025 bullish
Oct 28, 2025 negative
Nadella: Power generation, building speed, and cooling are AI's next bottlenecks
“Then the next barrier is going to be, man, can we generate energy faster? Can we build faster? Can we build a cooling? I mean, like, I mean, I now know more about campus cooling systems than I ever thought I'd know, right? I mean, and these are all choke point…”
Oct 28, 2025
Nadella: AI fundamentally alters software economics by introducing true marginal costs
“This one is interestingly enough, both a tech shift, a business model shift, because this is the first time you have marginal cost software that's not like COGS of the SaaS world, but true marginal cost. And three, the way you produce your artifact, your softw…”
Nov 13, 2025 neutral
Jan 16, 2026 bullish
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Jan 30, 2026 bearish
Jan 30, 2026 positive
Feb 5, 2026
Feb 6, 2026 neutral
Feb 6, 2026 bearish
Feb 25, 2026 neutral
Gurley: Index Funds Already Provide Sufficient AI Exposure for Retail Investors
“There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index.
NVIDIA is such a large part of the index.
You have exposure to Microsoft and Google and Facebook.
Like, I don't know that you need to be in that place”
Mar 7, 2026 neutral
Mar 16, 2026 bullish
Mar 16, 2026 neutral
Apr 23, 2026 neutral
Apr 27, 2026 positive
May 22, 2026 bullish
May 29, 2026 bullish
Jul 7, 2026 negative
Jul 7, 2026 negative
Jul 7, 2026 bearish
Jul 7, 2026 negative
Jul 8, 2026 negative
Jul 8, 2026 negative
Thompson: Microsoft failed mobile through wrong PC-extension conceptual model
“Microsoft did not miss mobile. They, like, they came out with a Windows CE in, like, 1999. Like, they were, in mobile, they just had the totally wrong conceptual model because they were basing it around, you know, as an extension of the PC.”
Jul 8, 2026 bearish
Jul 8, 2026 bearish
Thompson: Xbox Game Pass cannibalized Microsoft's business without expanding market
“None of that happened. All they did was cannibalize their existing business. They didn't expand the market for console gamers. All they did was have gamers who would have paid way more to play these games, pay way less to pay these games, and Microsoft ate it.”
Jul 8, 2026 positive
Thompson: First-Party Console Exclusives Subsidize High-Margin Platform Licensing Fees
“What you do is you limit the economic potential of your studios because you're only building for your platform and you make it back By all the licensing fees you get off the EA's of the world and the Activision's of the world, because 80% of gamers are on your…”
Jul 8, 2026 negative