Microsoft, every mention
289 scenes (2025), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2025 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
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
- ▶ 2:36 Jordi Hays Microsoft security organization, meanwhile, is recruiting a senior director overseeing narrative and storytelling described as
- ▶ 3:57 Jordi Hays And I found none other than the legend, Steve Clayton, currently the vice president of Microsoft's communication strategy.
- ▶ 13:13 Jordi Hays Is that going to be the, the standout moment for me this year from Microsoft was Satya saying, I'm happy to be a leaser and I'm good for my, I'm good for my eighty billion.
- ▶ 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.
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 26:09 Jordi Hays Microsoft is still trying to keep it afloat while keeping it off balance sheet and sucking out the IP. 2 times in the scene
- ▶ 26:36 Jordi Hays AWS, GCP, Azure.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 10:01 unnamed speaker They could have said, hey, we want to come in, you know, and we're going to take zero margins on this and really try and take, uh, market share from AWS and Azure.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 7:41 unnamed speaker And the same thing's happening on Microsoft as well, because on Azure, you have access to open AI models that you might not have access to on, uh, on AWS.
- ▶ 7:41 unnamed speaker And the same thing's happening on Microsoft as well, because on Azure, you have access to open AI models that you might not have access to on, uh, on AWS.
- ▶ 15:36 unnamed speaker There's an entire supply chain of companies building RL environments, which teach the model how to use Excel to write financial models. 2 times in the scene
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
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 4:42 unnamed speaker Previously, uh, the world's largest company in November of twenty-twenty-two was Apple, and at the time, they had a sizable lead over Microsoft, Amazon, and Google. 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.
Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN
- ▶ 24:52 unnamed speaker Never forget Satya Nadella in 1993 as a Microsoft technical marketing manager showing how Excel works.
- ▶ 24:52 unnamed speaker Never forget Satya Nadella in 1993 as a Microsoft technical marketing manager showing how Excel works. 5 times in the scene
- ▶ 25:33 Satya Nadella At this point, what it did was it talked to the, uh, MS Query
Google Gemini 3 Reactions, Google Antigravity, Anthropic-Nvidia-Microsoft Deal | Diet TBPN
- ▶ 15:57 unnamed speaker Anthropic is now valued at three hundred and fifty billion dollars after Microsoft Nvidia deal. 6 times in the scene
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 7:20 unnamed speaker Uh, Project Prometheus is entering an increasingly crowded AI market with smaller companies trying to carve out niches in a race with industry giants like Google, Meta, Microsoft, and pioneering companies like OpenAI and Anthropic.
- ▶ 13:04 unnamed speaker It's like there's some Microsoft in there.
- ▶ 18:14 unnamed speaker While David Guetta DJ, the Blue Owl executives cut a deal to acquire IPI Partners, an investment firm that owned and operated big data centers for Amazon and Microsoft. 3 times in the scene
Ex Mr. Beast Manager Explains The Creator Economy
- ▶ 15:39 unnamed speaker Microsoft, Google, Amazon, all these companies have plays in live streaming, but not NVIDIA, so maybe.
Thursday's Diet TBPN
- ▶ 12:35 unnamed speaker In a month-over-month change in total visits to leading Gen AI tools, ChatGPT is at the bottom of a list that includes Gemini, DeepSeek, Perplexity, Grok, Claude, Copilot, and Meta AI.
- ▶ 17:09 unnamed speaker SuperDario was quoting that and said, the obvious end game in the next two to three years is that Microsoft acquires OpenAI, Google acquires Anthropic,
Wednesday’s Diet TBPN
- ▶ 20:59 unnamed speaker Yeah, co-pilot, stuff like this, and then there's, like, the Guardian Angel, and this is, like, the, the very AGI build where, I mean, it's, like,
- ▶ 21:29 unnamed speaker Throughout the interview, he, he, he keeps emphasizing the point that like Microsoft is a hyper scaler. 6 times in the scene
- ▶ 25:05 Jordi Hays Microsoft has Teams.
- ▶ 25:14 Jordi Hays Excel-like product.
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 21:35 unnamed speaker Microsoft down 10% in the last eight days. 2 times in the scene
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
Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- ▶ 13:29 Mark Gurman I mean, still the biggest thing to me is they were completely caught off guard by, ah, ChatGPT, Gemini, Copilot, back at the, at the end of 22, into twenty-twenty-three, and a company that does this much, ah, research, a company that has…
Sequoia Capital Partner Shaun Maguire Live on TBPN
- ▶ 8:22 unnamed speaker Well, like, if you wanted to play, like, OpenAI took a billion dollars from, uh, from Microsoft and all the VCs were getting in in small slices, no one was able to build a 30% position in that company like they would have done in the…
Don't Die CEO Bryan Johnson on Living Forever, AI & His $60M Blueprint For Immortality
- ▶ 34:49 unnamed speaker Uh, open AI and Microsoft did this deal where, where the, the, the, the,
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 0:18 unnamed speaker We're ready for our first guest of the show, Satya Nadella, the serial of Microsoft.
- ▶ 1:20 Satya Nadella Azure was the first cloud provider. 2 times in the scene
- ▶ 2:04 Satya Nadella In fact, the paper was written by Dario, Ilya, and, uh, the scaling laws paper, and, uh, that thing that's, you know, Microsoft has been obsessed since Bill started at Microsoft Research in 95 is natural language. 2 times in the scene
- ▶ 2:04 Satya Nadella In fact, the paper was written by Dario, Ilya, and, uh, the scaling laws paper, and, uh, that thing that's, you know, Microsoft has been obsessed since Bill started at Microsoft Research in 95 is natural language.
- ▶ 3:27 unnamed speaker I mean, it's a big company, Microsoft. 3 times in the scene
- ▶ 3:40 unnamed speaker Like, were you building Excel sheets?
- ▶ 5:15 unnamed speaker How do you think about the territory that you at Microsoft have, have kind of claimed, and what do you want to hold on to? 3 times in the scene
- ▶ 9:10 unnamed speaker Yeah, the traditional knowledge work that's happening in the office suite, it's not like you want the biggest 2 times in the scene
- ▶ 9:15 unnamed speaker Excel model, right? 4 times in the scene
- ▶ 9:29 Satya Nadella The other thing is, everybody's generating PowerPoint, and slide decks, and sort of, uh, Excel models.
- ▶ 10:44 unnamed speaker Now it feels like there's more opportunity, both for Microsoft to, to add those nines to products that you have, and then also, uh, to entrepreneurs who are building products maybe on top of Microsoft. 2 times in the scene
- ▶ 12:11 unnamed speaker Yeah, how are you thinking about the interplay between OpenAI, what you do internally at Microsoft? 6 times in the scene
- ▶ 12:26 Satya Nadella I'm much more like, again, my mindset is all platform, man, like on Azure, do you run Windows? 2 times in the scene
- ▶ 12:26 Satya Nadella I'm much more like, again, my mindset is all platform, man, like on Azure, do you run Windows? 2 times in the scene
- ▶ 12:33 Satya Nadella You run SQL Server? 2 times in the scene
- ▶ 12:39 Satya Nadella I would love to have Anthropic, MAI, Crock, anyone.
- ▶ 13:17 Satya Nadella I mean, like most people don't get, Office was born on the map before Windows was.
- ▶ 16:08 unnamed speaker How much do you want that to live within Microsoft versus, um, you want to just be a buyer and, and the, the, all the different power players are out there building nuclear, wind, solar, and you're just dealing with it at a higher level of… 3 times in the scene
- ▶ 20:32 Satya Nadella So, to some degree, I think, uh, as I said, Microsoft or with its RAM, I think the key is learning the new production function. 3 times in the scene
- ▶ 22:39 unnamed speaker It's one of the most interesting pieces of Microsoft. 3 times in the scene
- ▶ 22:42 Satya Nadella You've got to remember, in fact, Flight Simulator, I think, was the first product Microsoft built even before, I think, our, you know, our dev tools were first. 2 times in the scene
- ▶ 22:59 Satya Nadella And so, to me, remember, the biggest gaming business is the Windows business. 2 times in the scene
- ▶ 23:21 Satya Nadella So, so therefore we want to be a fantastic publisher, similar approach to what we did, uh, with Office.
- ▶ 25:33 Satya Nadella I can deny that, you know, diversity of business models, diversity of the portfolio that Microsoft has, has been helpful.
- ▶ 27:02 Satya Nadella So we, like, we sold a few servers, but man, we sell a lot of cloud VMs, uh, or containers, or who'd have thought how expansive the cloud consumption model is going to be in terms of people being able to sort of, it's kind of the Jevin's…
Are AI Agents Further Away Than We Think? | Dropbox CEO Drew Houston Joins TBPN
- ▶ 15:40 Drew Houston And, you know, and then Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 4:09 Jordi Hays The thing that will be the next Google, the next Amazon, the next Microsoft?
Palmer Luckey Live on TBPN
- ▶ 45:43 Palmer Luckey Two, the Army just gave, like, put, to put this in context, that was like six months after Microsoft had won the IVAS contract. 6 times in the scene
GameStop CEO Ryan Cohen live on TBPN
- ▶ 6:25 Ryan Cohen They can put together a great PowerPoint presentation, but you don't, you don't actually know until you see what they're, what they can actually do.
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 16:14 unnamed speaker Uh, Microsoft's one billion dollar, 20 19 investment gave it a dominant position in open AI with complex revenue sharing agreements and preferential access to the company's technology. 2 times in the scene
- ▶ 23:25 unnamed speaker Microsoft is going to have about 30%. 2 times in the scene
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
- ▶ 0:04 David Rosenthal It's always been all about Microsoft. 3 times in the scene
- ▶ 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
- ▶ 23:44 David Rosenthal It's always been all about Microsoft. 11 times in the scene
- ▶ 24:11 David Rosenthal It was all on Internet Explorer, which all was on Windows. 2 times in the scene
- ▶ 28:19 David Rosenthal If you look at the contracts and company, like look at opening at Microsoft, right?
- ▶ 37:11 David Rosenthal He made a PowerPoint tag. 2 times in the scene
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 11:50 Sam Altman Microsoft Oracle, where we can build out increasing amounts of infrastructure to deliver on what the world is demanding out of these services.
Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
- ▶ 7:17 Andrew Bosworth (Boz) An Excel jockey is always. 2 times in the scene
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 7:13 unnamed speaker It seemed like Microsoft and, and, uh, uh, Microsoft and Google both pulled back from working with Scale. 2 times in the scene
- ▶ 50:49 unnamed speaker And then Microsoft, of course, it was a headache for Bill Gates for his entire career until he retired. 2 times in the scene
- ▶ 56:50 unnamed speaker Like, like, it's not like if I go into my Safari settings, I, I can't pick Bing. 3 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 12:07 Jordi Hays Even, even Microsoft said, you know, uh, we miss mobile.
- ▶ 30:04 Jordi Hays Because they seem to be very PowerPoint coded, but they still are powerful.
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 51:32 Mark Cuban You got the head of Microsoft saying software is dead because everything's going to be customized to your unique utilization, right?
- ▶ 54:34 Mark Cuban And so for the next, however many years, however long there used to be a time when Excel costs, 499 dollars to buy a spreadsheet.
Mark Cuban on AI, Career Advice, and Running for President.
- ▶ 17:24 Mark Cuban You got the head of Microsoft saying software is dead because everything's going to be customized to your unique utilization, right, or use usage.
- ▶ 20:26 Mark Cuban And so for the next however many years, however long, there used to be a time when Excel cost 499 dollars to buy a spreadsheet.
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.
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