Microsoft, every mention
215 scenes (2026), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2026 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
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
Astra Reactions, Jobs Print, Cybercab Launch | Diet TBPN
- ▶ 11:17 unnamed speaker If you're a software company where the Frontier Labs bullseye lands on you, and I'm, I'm thinking about Slack, like, uh, Alex Wang at Meta just moved them to Slack off of Teams, or they had, like, an internal workspace thing, and…
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.
Pablo Torre Explains the Steve Ballmer & Kawhi Leonard Scandal
- ▶ 0:54 Pablo Torre Especially one particular billionaire who used to run a certain company called Microsoft, and so all of this, I think, is actually in your guys' wheelhouse.
- ▶ 13:14 Pablo Torre The reason they did it briefly is because when Ballmer now is rattling his saber, because he is the former CEO of Microsoft, who when presented with antitrust findings by the literal federal government, also fought, right? 2 times in the scene
- ▶ 22:56 Pablo Torre Look, what he wanted from the beginning, what he was interested in, of course, because of Microsoft and geography, was a Seattle team back again.
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- ▶ 0:28 unnamed speaker Yeah, but, uh, thank you to the Microsoft team, the Activision team.
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
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 6:29 unnamed speaker Like I have never seen the mag seven trading like this, where across earnings, we're going to get into this with recapping, uh, Meta, Apple, Amazon, Microsoft. 2 times in the scene
- ▶ 20:37 unnamed speaker Over the past two weeks, Microsoft, Apple, Amazon, Meta, Alphabet, all reported quarterly earnings that largely exceeded 4 times in the scene
- ▶ 21:19 unnamed speaker Uh, Azure revenue accelerated 43% over year over year.
Martin Shkreli Breaks Down the Collapse of Situational Awareness
- ▶ 14:25 Martin Shkreli Um, you know, nobody knows what will happen, but it's certainly, uh, while you're right that, you know, the Anthropics and OpenAI's are having record business results, so is Microsoft and Google and Meta for that matter. 2 times in the scene
- ▶ 21:38 Martin Shkreli Then you can pick up the phone, and this is the way you normally do it, and you, you call, you call Goldman and you say, listen, I need to sell five, you know, five million shares of, of Microsoft or something like that, and they say, hmm,… 2 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.
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 9:15 Tae Kim Um, about, you know, pushback and restrictions and he's doing it under the safety umbrella, but, uh, definitely Microsoft and video are worried that, uh, what the white house or Congress is going to do something on this front.
- ▶ 17:00 Tae Kim But they're growing, Azure is growing 40%.
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- ▶ 2:08 unnamed speaker NVIDIA has open models, Microsoft, and they own a lot of open AI.
- ▶ 3:17 unnamed speaker The group includes SpaceX, Microsoft, Palantir, and dozens of other companies, many of which publicly oppose restricting access to open source AI.
- ▶ 16:00 unnamed speaker You got Adobe, Capital One, Cisco, Cloudflare, Cognition, CrowdStrike, Databricks, Dell, uh, IBM, Linux, Microsoft.
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
- ▶ 10:29 Jordi Hays Uh, Nicholas Bustamante over at Microsoft broke down a little bit of what's going on here with a, uh, with a take.
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
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN
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…
Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN
- ▶ 16:23 unnamed speaker I wonder if these are from Giphy or if that's- It's powered by Bing, not Giphy. 2 times in the scene
Ben Thompson Explains the XBOX Disaster
- ▶ 0:51 unnamed speaker I want to know, first, let's go back in time a little bit, and I want you to reality check me on the, the, the story I tell myself about how Microsoft wound up in the situation it wound up in with Xbox, and I think it stems with DirectX,… 4 times in the scene
- ▶ 4:45 Ben Thompson So the way I think about Xbox is you go back to Microsoft and Microsoft had this whole thing. 8 times in the scene
- ▶ 9:06 Ben Thompson Yeah, um, well, you're asked, I mean, maybe it shows that worked at Microsoft, you're asking the wrong guy about naming things, I think, um, but, uh, yeah, total mess. 3 times in the scene
- ▶ 13:56 Ben Thompson So you get to Microsoft at this point, 7 times in the scene
- ▶ 14:37 Ben Thompson The stock's doing much better now, you know, like we have Azure, all these, all these things.
- ▶ 20:05 Ben Thompson Microsoft, you know, they're going to want to keep their job, and so they can probably, hopefully, fingers crossed,
- ▶ 26:27 Ben Thompson I'm the one that just said maybe Microsoft should take Call of Duty exclusive.
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.
- ▶ 10:13 Jordi Hays Xbox slash Microsoft gaming has around 16,000 employees, so this cut is quite significant.
- ▶ 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?
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 18:18 Jordi Hays Like, the market is not, is clearly not, like, sending signals like, hey, we're really excited for you guys to, like, pivot into enterprise and, like, spend hundreds of billions of dollars competing against Google, AWS, Microsoft, Google,…
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- ▶ 0:35 unnamed speaker Alphabet and Apple right around four, four and a half, then Microsoft and SpaceX neck and neck just shy of three trillion dollars.
- ▶ 8:12 unnamed speaker Microsoft's 9.2.
- ▶ 13:18 unnamed speaker The HoloLens one from Microsoft, uh, was 580 grams.
- ▶ 13:18 unnamed speaker The HoloLens one from Microsoft, uh, was 580 grams. 2 times in the scene
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 6:48 Jordi Hays They won't even go over to Azure or Google cloud.
🚀 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
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- ▶ 32:37 unnamed speaker I mean, I don't know if Sachin Adele was an intern, but he has that famous video of him as a product manager demoing Excel, and yeah, nothing like a company man.
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
- ▶ 8:33 unnamed speaker Strategy, a meta-strategy, that's just like, hey, we're like Amazon, we're like Microsoft, like, yeah, we have bets in AI, but we're not like, we're not deciding the frontier.
- ▶ 28:44 unnamed speaker But, uh, the, the, the float matters and, and Microsoft, it's a hundred percent floated.
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 8:38 unnamed speaker Uh, yeah, Y Combinator, DeepMind, Microsoft, Interconnects, AI, Harvard, uh, tons of stuff, and then over in, uh, in the nucleic acid synthesis industry, you have, uh, Twist Bioscience, uh, ANSA, Emerald Cloud Lab, and Kathleen McMahon…
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 0:00 unnamed speaker Microsoft Build is satisfying, uh, for a number of reasons. 2 times in the scene
- ▶ 0:03 unnamed speaker They're in the Foundation Model game. 3 times in the scene
- ▶ 0:21 unnamed speaker Microsoft Scout is an agent.
- ▶ 0:25 unnamed speaker Open source technology that operates across cloud, desktop, and webcam, connecting to Teams, Outlook, OneDrive, and SharePoint, and to the data that powers your day, including chats, emails, calendar, contacts, good news if you're all in…
- ▶ 0:25 unnamed speaker Open source technology that operates across cloud, desktop, and webcam, connecting to Teams, Outlook, OneDrive, and SharePoint, and to the data that powers your day, including chats, emails, calendar, contacts, good news if you're all in…
- ▶ 4:24 unnamed speaker And note the classic Microsoft hook. 5 times in the scene
- ▶ 5:52 unnamed speaker And then they have a sort of like secure on ramp to their, to their enterprise agents in the cloud that all run in the Microsoft Azure ecosystem in the Microsoft three 65 ecosystem.
- ▶ 5:52 unnamed speaker And then they have a sort of like secure on ramp to their, to their enterprise agents in the cloud that all run in the Microsoft Azure ecosystem in the Microsoft three 65 ecosystem.
- ▶ 7:25 unnamed speaker Microsoft's first proactive AI agent for Copilot buried the news 7 times in the scene
- ▶ 7:25 unnamed speaker Microsoft's first proactive AI agent for Copilot buried the news
- ▶ 8:03 unnamed speaker Pull together spreadsheets, PowerPoints, databases, all this different stuff, but not run roughshod over everything.
- ▶ 9:42 unnamed speaker So there's a few other observations that Alex Heath had from Microsoft Build.
- ▶ 10:01 unnamed speaker Uh, the copilot super app is not ready. 2 times in the scene
- ▶ 10:10 unnamed speaker So that is delayed as it rolls out to become the copilot super app that will sit alongside all of the Microsoft 4 times in the scene
- ▶ 10:51 unnamed speaker The MAI team.
- ▶ 11:49 unnamed speaker Although I love PCs and I love Windows for gaming, I don't, I've never been like a run my whole life in Outlook and Microsoft Teams and all of that.
- ▶ 11:49 unnamed speaker Although I love PCs and I love Windows for gaming, I don't, I've never been like a run my whole life in Outlook and Microsoft Teams and all of that.
- ▶ 11:49 unnamed speaker Although I love PCs and I love Windows for gaming, I don't, I've never been like a run my whole life in Outlook and Microsoft Teams and all of that.
- ▶ 12:36 unnamed speaker In this presentation is that, ah, Microsoft is sort of touting like a very clean pre-training data set so that you as a company who are using this model can be very confident that it's not going to get you in any trouble down the road… 4 times in the scene
- ▶ 13:57 unnamed speaker There is a model that has a bunch of great capabilities at the baseline and good price per performance, and it runs on Azure, and they've already optimized it for the systems, and then you can take it, tweak it, fine tune it, and then you…
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.
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 17:38 unnamed speaker Venture firms, meanwhile, didn't evaluate companies based on a PowerPoint point to fat to fund sun servers.
- ▶ 31:34 unnamed speaker A lot of the attention from the keynote came, is going to the RTX Spark, which is being viewed as Microsoft's attempt to create its own Apple Silicon moment, and Microsoft coordinated its announcements of its new Surface Laptop Ultra,…
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…
Where Brad Gerstner Is Investing Billions
- ▶ 19:55 Brad Gerstner Same for Amazon, same for Microsoft, same from OpenAI, same from Anthropic.
- ▶ 34:07 Brad Gerstner So you'll, every parent's gonna see that their kid owns a little Nvidia, a little Microsoft, a little Walmart, right?
The Lean Startup Author on What Ruins Good Companies
- ▶ 25:39 unnamed speaker Like, Google owns Anthropic and SpaceX and, and Microsoft owns OpenAI.
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- ▶ 4:36 unnamed speaker Anyway, a non-account posted yesterday that Microsoft had canceled its internal Claude code licenses after token-based billing made the cost untenable. 4 times in the scene
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 0:39 unnamed speaker So, uh, GCP is growing faster than AWS and Azure.
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?
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 24:04 unnamed speaker Closing arguments of Musk versus OpenAI with special guest Microsoft are happening 2 times in the scene
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- ▶ 0:53 unnamed speaker Musk is also suing Microsoft, OpenAI's largest investor, for aiding Brockman and 4 times in the scene
- ▶ 6:08 unnamed speaker Altman is criticizing stack ranking of engineers across AI labs, something Musk loves to do across his companies, apparently, and something very common across big codes like Meta and Amazon, and also Microsoft is known for the, uh, for the… 5 times in the scene
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.
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
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
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
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