Microsoft

includes Microsoft Excel, Microsoft Windows, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Copilot, Microsoft Azure, Microsoft Office, Microsoft Bing, Microsoft Teams, Microsoft DeepSpeed, Microsoft FrontPage and 1 more

16 statements across 9 episodes · 7 bullish · 4 bearish · 9 people on the record · first statement Mar 30, 2018 by Vivek Ravisankar · said 215 times in 76 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Garry Tan (29), Chas Englander (14), Satya Nadella (13), Max Junestrand (11), Paul Graham (9), Dalton Caldwell (9), Harj Taggar (8), Cory Doctorow (8)

tap a year for its mentions
005013100252017201820192020202120222023202420252026episodesmentions
013252017201820192020202120222023202420252026episodes it came up in
002.5135252017201820192020202120222023202420252026episodesmentions per episode
2026 11 mentions in 5 episodes 2 per episode
2025 89 mentions in 20 episodes 4 per episode
2024 7 mentions in 4 episodes 2 per episode
2022 17 mentions in 5 episodes 3 per episode
2020 1 mention in 1 episode
2019 22 mentions in 12 episodes 2 per episode
2018 54 mentions in 23 episodes 2 per episode
2017 14 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft, oldest first

Mar 30, 2018 neutral
What-if
Ravisankar: Interview Street should have focused on 2-3 companies first
“I think we should have focused on, you know what, we're just going to focus on these two companies, mock interviews, right, versus Any tech company anywhere in the world, and we were scrambling for interviewers from Amazon, Google, Microsoft, all over. We shou…”
Vivek Ravisankar Mar 30, 2018 ▶ 5:25 Breaking Down HackerRank's Survey of 40,000 Developers with Vivek Ravisankar · Y Combinator
May 16, 2018 bullish
Prediction Didn’t hold up
Preskill: Validated topological qubit may appear as soon as 2019
“And it's very ambitious, because at this point, it's not even clear they have a single qubit, but if that approach is successful, and we're, it's making progress, so I think we will see a validated Qubit of this type soon, maybe next year.”
John Preskill May 16, 2018 ▶ 28:45 John Preskill on Quantum Computing · Y Combinator
Jul 27, 2018
Assertion Supported
Gil: Microsoft essentially bootstrapped via customer fees until its pre-IPO round
“Microsoft actually used to do this in the early days and they similarly never had to raise funding. They took one round right before they went public because of a relationship, but fundamentally they just bootstrapped.”
Elad Gil Jul 27, 2018 ▶ 32:54 Elad Gil Shares Advice from the High Growth Handbook, a Guide to Scaling Startups · Y Combinator
Jul 25, 2019 negative
Insight
Hale: Big Tech Experience Does Not Give Founders an Unfair Advantage
“And so if you think it's like, well, I'm a product manager at Google. There's a lot of product managers at Google. If you say you're an engineer at Microsoft, there's a lot of engineers at Microsoft. It's like, great, but it's not one that will make me think, …”
Kevin Hale Jul 25, 2019 ▶ 14:24 Kevin Hale - How to Evaluate Startup Ideas · Y Combinator
Apr 8, 2022 neutral
Insight
Seibel: Microsoft Wins by Copying Startup Innovations Years Later
“A structural advantage with a product that's good enough can win. And man, it really helps when some startups specs the whole product for you. Right? Like Microsoft's move is to not innovate the good enough product. It's to copy it. Maybe five to 10 years late…”
Michael Seibel Apr 8, 2022 ▶ 12:06 How To Compete With Amazon and Google · Y Combinator
Jul 25, 2024 negative
Insight
Blomfield: Startups must treat cloud and AI credits as cash costs
“So people at AWS, Microsoft, OpenAI, giving out tons and tons of credits to startups. You should treat those as a cash cost. Don't assume you'll have unlimited credits forever. It'll totally mess up your margins.”
Tom Blomfield Jul 25, 2024 ▶ 5:32 How To Price For B2B | Startup School · Y Combinator
Feb 21, 2025 bearish
Opinion
Microsoft messed up its AI search opportunity with Bing Chat
“Microsoft was never really good at consumer products for a long, long time. You can't suddenly change that. So they actually messed up the opportunity, in my opinion.”
Aravind Srinivas Feb 21, 2025 ▶ 18:44 How To Build The Future: Aravind Srinivas · Y Combinator
Jun 25, 2025 positive
Assertion Supported
Nadella: World Bank study found AI copilots are top education tech intervention
“By the way, one of the other ones, since you brought it up, there was a World Bank study they did, I think in Nigeria, and now they've taken it to Peru or Chile, one of those in South America. It's, you know, we've been working at Microsoft forever on can ther…”
Satya Nadella Jun 25, 2025 ▶ 26:23 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 neutral
Prediction Not checkable as stated
Nadella: Just-in-time generated and packaged software will coexist
“So I think, yes, you can generate applications just in time. You could have a prefab application that is really helping with the feedback loop to the model, and I think both of these things will exist together.”
Satya Nadella Jun 25, 2025 ▶ 20:56 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 bullish
Opinion
Nadella: System software is entering a golden age of infrastructure opportunity
“It's golden age of system software. Quite frankly you know, today, if I had to think about anybody who's building at the infrastructure layer, not just the hyperscalers, but even the startups, I think that's a tremendous opportunity.”
Satya Nadella Jun 25, 2025 ▶ 3:15 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 positive
Insight
Nadella: AI foundation models are the modern equivalent of SQL engines
“So I think it's still possible for anyone to build an app tier on top of a model, and you have to sort of abstract yourself and say, yeah, the model is just like SQL was to me. And so I think that, I mean, I always dreamt of a moment when AI slash machine lear…”
Satya Nadella Jun 25, 2025 ▶ 5:03 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 bullish
Opinion
Nadella: Vision plus speech AI represents a transformative browser moment
“The two things that are just pretty surreal to me is kind of like a new browser moment, right? There is both vision and speech. I leave it on all the time. It can see what I see, and I can speak to it. That seems like a precision mouse movement, right, to me, …”
Satya Nadella Jun 25, 2025 ▶ 28:11 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 negative
Opinion
Nadella: AI model capability is overhyped relative to real-world impact
“That is the under-hyped story, I think. Because right now the over-hyped thing is the model capability, and the model capability is fantastic, but man, if we can somehow get the world to recognize that this is making a real difference in the lives of people ev…”
Satya Nadella Jun 25, 2025 ▶ 25:37 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 positive
Assertion Partly supported
Nadella: Microsoft achieved physics breakthrough to fabricate Majorana quantum chip
“Finally we've had a physics breakthrough, and we were able to actually fabricate that particle, and so therefore that's what has led to this chip.”
Satya Nadella Jun 25, 2025 ▶ 37:18 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 positive
Disclosure
Nadella names VS Code and Excel as his favorite software products
“If somebody asks me what's my favorite product, it's always, you know, VS code is one and the other one is Excel.”
Satya Nadella Jun 25, 2025 ▶ 39:17 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Aug 8, 2025
Assertion Not checkable as stated
Field: Microsoft alerting Figma to viral internal adoption validated product-market fit
“In reality, it took until Microsoft told us, hey, this is spreading like wildfire, and we're asking ourselves, should we shut it down? Or you know, should we keep going? And the reason we're asking ourselves that is because you're not charging us. Maybe you sh…”
Dylan Field Aug 8, 2025 ▶ 11:21 Dylan Field: Scaling Figma and the Future of Design · Y Combinator
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