Microsoft

“Definitely Microsoft and Nvidia is priced in. They've corrected the least. They're sitting at lofty valuations. So you'll have to pick the next guy to make money.”

“I'd probably build, pick some AI thing, And just use the Google, Microsoft platforms and go on top of that and try and, because I'd be in touch with the customer so well and improving my data, keep ahead You know, and I'd say, okay, who's the most demanding cu…”

“Later, they go back create a development center for us that's now in four locations, 25,000 people”

“So if you're an entrepreneur who's trying to build foundational models, models from the very ground up, like Google does, or Microsoft with OpenAI does, and they have four or five others, You have to raise, you know, two, three billion dollars. Now maybe some …”

“Somebody who's a good salesperson or a good manager, you know, may not be good at the way I think of IQ. IQ is much more varied. Talent is more varied than I realized. You know, I sort of thought, well, if you can do math, you can do anything. And if you can't…”

“Like my friend Paul Allen you know, he was wonderful, he was key to the success of Microsoft, but he actually didn't end up enjoying himself you know, he felt like maybe people were gonna take advantage of him, and that, that's, you know, this guy, Who had eve…”

“We competed with Google over the mobile phone operating system, and we fell behind, and, you know, today, nobody remembers there was a Windows Mobile thing. It's just Android. For non-Apple phones, it's basically all Android.”

“The insight that computing would become free You know, for my generation, there were very few people who saw that. And so I, you know, I had an advantage because that implied a lot of things that, that Microsoft could get out and in front of. Now this current …”

“And it makes you, at first, maybe not a very good manager, because you tend to manage people like you manage yourself, where you're just so tough on them, and, you know, for me, that meant that in my early days, I could get a lot out of people who were like me…”

“When we would go on company retreats from Microsoft, it would bother me that the other leaders didn't think our survival was at risk. I was always coming up with, no, we have to worry about this. We have to worry about this because it was my whole life.”