Microsoft, every mention
182 scenes (said by John Coogan), the whole family · ← back to Microsoft
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Verbatim, from the transcripts: the passages where Microsoft comes up
AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
- ▶ 11:20 John Coogan And then Airtable felt like the modern, you know, Excel sheet.
OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
- ▶ 29:21 John Coogan Tech giants like Microsoft and Meta are trimming head counts as they reorganize their businesses around the technology. 2 times in the scene
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 13:09 John Coogan It's a little more complicated than, than the Microsoft GitHub deal, um, but it still makes a lot of sense.
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
- ▶ 16:07 John Coogan The coding harness thing would be, it feels like it would be much more believable from Microsoft.
- ▶ 16:15 John Coogan Nat Friedman's not here anymore, but we have a really strong relationship with open AI for the models and Azure in the enterprise.
- ▶ 30:30 John Coogan Microsoft will be the largest off-taker.
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 26:36 John Coogan Like Microsoft, Amazon, for example, they've been partners to labs at various points and, uh, and are very good at building data centers, very good at, at scaling, um, and have not, uh, tried to really
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 13:48 John Coogan It's, it's, it's maybe more of like an Amazon and Microsoft role where you have a great business.
- ▶ 30:19 John Coogan Uh, over in Microsoft land, they're going all in on, uh, GPT 5.6 soul, a mic, a Microsoft exec 3 times in the scene
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 20:02 John Coogan and I just get steamrolled by, you know, Microsoft who has access to it or Apple who has access to it or whatever.
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 14:56 John Coogan Nicholas Bustamante at Microsoft. 2 times in the scene
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 5:33 John Coogan Big tech rivals have long tried to supplant Apple, but so far Google, Samsung, Meta platforms, Microsoft, and Amazon.com have all felt, it is crazy. 2 times in the scene
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 25:08 John Coogan It didn't actually drive an advertising startup co-founded by Phoebe Gates, daughter of billionaire Microsoft Corp co-founder Bill Gates bills itself as a personal shopping assistant that helps users find the lowest prices on a broad range…
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- ▶ 3:28 John Coogan Anyway, big changes at Microsoft, big changes at Xbox. 6 times in the scene
- ▶ 7:35 John Coogan Of course, with the way Azure's grown and their cloud platform and their cloud business,
- ▶ 7:41 John Coogan Really, it feels like Microsoft is having the biggest win in, in enterprise, and teams, and, uh, and cloud, and all of the workforce, uh, and productivity tools that they launch.
- ▶ 12:12 John Coogan Uh, there's some interesting history here because Microsoft has had a long history of rank and yank stack ranking they invented. 10 times in the scene
- ▶ 13:12 John Coogan So in the nineties, they started to develop a monopoly in Windows 95, Office.
- ▶ 13:17 John Coogan There was a lot of lock in to Excel, Word.
- ▶ 13:17 John Coogan There was a lot of lock in to Excel, Word.
The Meta Compute Debate | Diet TBPN
- ▶ 13:56 John Coogan The bullish take is if meta is building a cloud business, even if they are using idle compute, which means they aren't compute constrained, they might end up spending more on capex to compete with GCP, AWS, and Azure.
- ▶ 14:13 John Coogan Then wouldn't they end up having to spend in the same way that Google, Microsoft, Amazon do in order to build out a full cloud business?
🚀 SpaceX IPO Liftoff | Diet TBPN
- ▶ 26:53 John Coogan A lot of that is just the holding to fruition, like, because the early investors in Google or Microsoft or, uh, Amazon, like, a lot of them
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 6:59 John Coogan The hyperscalers of Alphabet, Microsoft, Amazon, and Meta have become major bond issuers as they ramp up spending with Alphabet alone, raising eighty-five billion in a series of record breaking issues around the world.
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
- ▶ 17:16 John Coogan Top technical executives for Uber, Meta, Microsoft, Salesforce, DoorDash, and other companies have all talked about new efforts to ensure AI use contributes to productivity or have taken steps to reduce the availability of some tools for…
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 30:47 John Coogan And so every tech company, Microsoft copilot, like every company has had like an answer to like, how are you integrating LLMs?
- ▶ 30:47 John Coogan And so every tech company, Microsoft copilot, like every company has had like an answer to like, how are you integrating LLMs?
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 27:30 John Coogan Uh, new before chat GPT released before Microsoft's one billion dollar bet and long before plans for an IPO over here, there was the university of Michigan putting.
Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN
- ▶ 3:44 John Coogan If you're really working on Wall Street, you might have like CapIQ or Bloomberg plugging into a sheet, an Excel sheet that then can build you a comparison table and do like comps. 2 times in the scene
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
- ▶ 13:36 John Coogan I saw Microsoft was doing something similar. 2 times in the scene
Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
- ▶ 9:01 John Coogan Their meeting was quickly interrupted by a message in the Microsoft Teams chat flagging that Nutella was in outer space. 2 times in the scene
AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- ▶ 5:51 John Coogan It was, it was, it was free to generate it basically.
- ▶ 9:29 John Coogan An exec sync to evade static analysis, uh, executes decoded shell, shell commands, stages and copies payload files into OS temp, and Windows program data directories deletes and renames artifacts post-execution to destroy forensic evidence. 2 times in the scene
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 3:56 John Coogan Microsoft from, uh, January of 20, 24 to today is only up four percent. 4 times in the scene
- ▶ 4:56 John Coogan Microsoft has been far less dominant, so Azure growth actually is
- ▶ 12:09 John Coogan Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia.
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- ▶ 5:05 John Coogan It's just a, it's just a service like an Excel sheet, like, uh, Microsoft Windows installation, like a car.
- ▶ 5:05 John Coogan It's just a, it's just a service like an Excel sheet, like, uh, Microsoft Windows installation, like a car.
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 5:08 John Coogan It's just a, it's just a service like an Excel sheet, like a Microsoft Windows installation, like a car.
- ▶ 5:08 John Coogan It's just a, it's just a service like an Excel sheet, like a Microsoft Windows installation, like a car.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 20:04 John Coogan Like you can have someone whose job is like a business analyst and every day they open Excel.
What The Citrini Selloff Says About the Stock Market
- ▶ 0:54 John Coogan oh, you said Microsoft was
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 1:17 John Coogan oh, you said Microsoft was going to do this, and they did that, blah, blah, blah, like, and, and they have a different model that they actually sell to hedge funds, um,
Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
- ▶ 4:28 John Coogan And I was thinking more about the, uh, the cure for cancer thing, because, you know, Microsoft Excel has been useful in medicine. 3 times in the scene
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 2:07 John Coogan You know, Microsoft pauses, AWS goes all in, there's all these, like, horse races.
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 11:10 John Coogan Somebody said this is a, this is a Windows computer running a, running Mac or something.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 23:16 John Coogan Have the big position that Microsoft does in open AI.
- ▶ 30:08 John Coogan Take me on the journey of what's going on with Microsoft, what you predicted, the, the, how that's changed, what, how their strategy has changed, like, give me the, the proper way to understand Microsoft these days. 6 times in the scene
Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- ▶ 2:13 John Coogan I would, I would say if I'm putting on my mic steel manning Microsoft in 2007 hat or 2003, I would say, Hey, 3 times in the scene
- ▶ 2:20 John Coogan We do have Windows PC Defender.
- ▶ 12:24 John Coogan Yeah, so Anthropic is the Apple, and OpenAI is the Microsoft, and they're also aligned with Microsoft, or owned in part by Microsoft. 2 times in the scene
- ▶ 15:20 John Coogan Put it in an Excel sheet.
Anthropic's secret strategy behind its Super Bowl ad campaign
- ▶ 1:11 John Coogan I would, I would say if I'm putting on my steel manning Microsoft in 2007 hat or 2003, I would say, Hey, we do have windows PC defender. 3 times in the scene
- ▶ 1:11 John Coogan I would, I would say if I'm putting on my steel manning Microsoft in 2007 hat or 2003, I would say, Hey, we do have windows PC defender.
- ▶ 14:49 John Coogan So Anthropic is the Apple and OpenAI is the Microsoft, and they're also 3 times in the scene
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- ▶ 14:27 John Coogan I want to see what the battle between, uh, Mac, Apple and Windows looked like. 5 times in the scene
- ▶ 15:43 John Coogan I mean, they're not taking a shot at Windows specifically, or Microsoft, or Dell. 2 times in the scene
- ▶ 21:26 John Coogan Amazon, Nvidia, uh, Meta, Microsoft.
Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
- ▶ 17:28 John Coogan Microsoft down 12%.
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- ▶ 5:43 John Coogan Microsoft. 14 times in the scene
- ▶ 7:30 John Coogan Limited availability of artificial intelligence hardware is affecting how quickly Microsoft's cloud business can grow, and it's capping Azure's revenue potential.
- ▶ 8:49 John Coogan That's higher than Microsoft's 17% top line growth.
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- ▶ 4:19 John Coogan So, it just hits different, and then it's also an interesting reflection to hear, like, the Satya Nadella all-in interview had, ah, had an interesting, like, almost like high-low aspect to it, where Satya was talking about very specific…
- ▶ 25:53 John Coogan Embracing the chatbot approach represents a strategic shift for Apple, which has long downplayed the conversational AI tools popularized by OpenAI, Google, and Microsoft.
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 1:53 John Coogan So Dom Hoffman, the founder of Vine, he worked at Yahoo before founding Vine, and Alex Zhu at Musical.ly worked at eBay and Microsoft, and I think SAP as well.
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 16:58 John Coogan All these things that require moving around on a screen, doing computer work, using Excel, building stuff, writing code.
Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
- ▶ 22:28 John Coogan And I mean, I, I have, I have been, I was, uh, I was an intern once and my job was basically to open up an Excel template every day, copy paste some,
xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
- ▶ 11:25 John Coogan Uh, they're like, co-pilot?
TBPN Year in Review
- ▶ 23:30 John Coogan The government has data right now, and the fight between whether that data is stored on AWS, Oracle, Google, uh, Azure, like, that is a somewhat of a bidding war, but there are also all sorts of other lobbying efforts to win those…
Ford PULLS BACK EV Investment
- ▶ 20:12 John Coogan Truly new territory for, I mean, I guess there were probably people that were in MS Paint making fun of Bill Gates.
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 23:18 John Coogan Facebook where the suppliers completely commoditized, just your friend on Facebook to, uh, to Microsoft and Apple where the suppliers are somewhat more controlled.
- ▶ 25:37 John Coogan Amar Subramania from Microsoft is joined to lead AI under Craig Federighi. 3 times in the scene
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 13:08 John Coogan The entire OpenAI Microsoft deal is basically, could just be summarized in one line, I get the lion's share.
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 21:44 John Coogan XAI and X are obviously the, the most prominent example, but even like LinkedIn and Microsoft, and I don't think the US government should backstop data center loans
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 0:59 John Coogan Well, if you, if you want to invest, why don't you go turbo long Microsoft? 4 times in the scene
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 18:58 John Coogan Have you, do you, do you ever call back to someone you interviewed for the Google episode if you're talking about Microsoft? 2 times in the scene
Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained
- ▶ 3:27 John Coogan Microsoft get Bing going again? 2 times in the scene
- ▶ 3:27 John Coogan Microsoft get Bing going again? 4 times in the scene
- ▶ 12:10 John Coogan So even, even for, there's 30% of people out there that are using Firefox or Brave or, or, uh, Edge. 3 times in the scene
- ▶ 12:20 John Coogan Is the Microsoft one?
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 3:42 John Coogan ChatGPT, Google Gemini, Microsoft Copilot, Lightroom, Photo and Video Editor, which
- ▶ 12:08 John Coogan And so, yeah, if I go to free apps, it's ChatGPT number one, then Grok number two, then Microsoft Authenticator number three, AGI cheat. 2 times in the scene
- ▶ 41:44 John Coogan Microsoft? 3 times in the scene
- ▶ 41:45 John Coogan Get Bing going again? 4 times in the scene
- ▶ 50:27 John Coogan So, even, even for, there's 30% of people out there that are using Firefox or Brave or, or, uh, Edge. 3 times in the scene
- ▶ 1:10:17 John Coogan I mean, I've seen people share, uh, generative imagery from Microsoft Copilot, which I had no idea was a popular image generation platform whatsoever.
- ▶ 1:18:06 John Coogan And we think Microsoft should totally bring back Clippy, an animated paperclip from the nineties that served as a virtual assistant in Microsoft office.
- ▶ 1:18:06 John Coogan And we think Microsoft should totally bring back Clippy, an animated paperclip from the nineties that served as a virtual assistant in Microsoft office.
BREAKING: Sam Altman VS Elon Musk
- ▶ 3:41 John Coogan ChatGPT, Google Gemini, Microsoft Copilot, Lightroom, Photo and Video Editor, which, I mean, I use it every once in a while, but it barely has AI features.
- ▶ 12:07 John Coogan And so, yeah, if I go to free apps, it's ChatGPT number one, then Grok number two, then Microsoft Authenticator number three, AGI cheat. 2 times in the scene
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 0:04 John Coogan Microsoft's blockbuster earnings last week, they blew out earnings. 14 times in the scene
- ▶ 2:00 John Coogan I mean, with the power of open AI and Microsoft Azure, anything's possible there. 9 times in the scene
- ▶ 3:34 John Coogan That's when you go and get teams, or you go and get a subscription to Excel in the cloud, or Outlook in the cloud. 3 times in the scene
- ▶ 3:34 John Coogan That's when you go and get teams, or you go and get a subscription to Excel in the cloud, or Outlook in the cloud.
- ▶ 3:34 John Coogan That's when you go and get teams, or you go and get a subscription to Excel in the cloud, or Outlook in the cloud.
- ▶ 11:39 John Coogan So, Microsoft three 65 commercial cloud business, which houses, ah, remotely accessed versions of Word, Excel, other productivity software, that grew at 16% from a year earlier.
- ▶ 11:39 John Coogan So, Microsoft three 65 commercial cloud business, which houses, ah, remotely accessed versions of Word, Excel, other productivity software, that grew at 16% from a year earlier.
- ▶ 12:31 John Coogan Um, and I mean, the, the, the narrative around AWS is different because Microsoft has open AI, Microsoft research and has GitHub copilot and is like really moving things forward in the AI world.
- ▶ 15:26 John Coogan There is another silver lining for Microsoft. 2 times in the scene
- ▶ 15:32 John Coogan Non-AI gross margins within Azure were around 73%.
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