Microsoft, every mention

4 scenes (said by Dylan Patel), the whole family · ← back to Microsoft

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every year anyone John Coogan 352Jordi Hays 43Ben Thompson 31Satya Nadella 25David Rosenthal 19Palmer Luckey 6Will Brown 5Keith Rabois 5Dylan Patel 5Pablo Torre 4

Verbatim, from the transcripts: the passages where Microsoft comes up

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Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN Apr 25, 2026 · 2 mentions

  • ▶ 15:08 Dylan Patel In fact, they've raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying from Oracle and Core, even SoftBank, and all these people, and Microsoft, uh, you know, such as… 2 times in the scene

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 3 mentions

  • ▶ 29:58 Dylan Patel Whether it was like, hey, they didn't use Windows, they figured out a bootlegging economy, or they didn't use Visa, and eventually they came out with like Alipay, and WeChat Pay, or whatever it's called, and like, these things are way…
  • ▶ 32:42 Dylan Patel It's, like, well, like, you can just do, like, financial models, and perform a financial models, and, like, everything in CloudCode without ever opening Excel, and you can generate charts, and, like, you don't need to know how to code.
  • ▶ 38:15 Dylan Patel Apple won't be able to put good AI on their wearables, so they'll cede it all to like Microsoft.
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