1975
Microsoft was founded as a partnership between Bill Gates and Paul Allen on April 4, 1975.
“So, we are sitting here on April 5th recording. That was April 4th, 1975.”
Topic
Microsoft
230 facts from 78 episodes, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
1975
Under Microsoft's exclusive licensing deal with MITS, Microsoft was to receive $30 per copy of BASIC sold plus 50% of sub-licensing revenue.
“Microsoft is to get $30 for each copy of basic that MITS sells, plus 50% of the revenue that comes from these sub-licensing deals”
1975
The Microsoft–MITS BASIC contract capped Microsoft's lifetime revenue from MITS at $180,000.
“the total amount of lifetime revenue that Microsoft can make from the basic from MITS is capped at $180,000.”
1977
Microsoft ended 1977 with $381,000 in revenue, nearly all of it arriving after it won arbitration against MITS.
“They end 1977 with $381,000 in revenue, despite zero for the first like 11 months of the year.”
1978
Apple paid Microsoft $31,000 for eight years of access to Microsoft BASIC for the Apple II.
“the Apple deal is $31,000 for eight years of access for Apple for the Apple II to Microsoft's basic.”
1979
Kazuhiro Nishi became Microsoft's exclusive distribution partner in Japan, and by 1979 about half of Microsoft's revenue came from Japan.
“They agree that K will become Microsoft's exclusive distribution partner in Japan. And by the next year, in 1979, half of Microsoft's revenue is coming from Japan”
1980
Steve Ballmer joined Microsoft in June 1980 as employee number 30.
“Steve had just joined the company in June of 1980. He's employee number 30.”
1980
Steve Ballmer received about 8.5% equity in Microsoft on a handshake deal when he joined.
“Steve is the first person, besides Bill and Paul, to get equity in the company when he joins. And it's 8.5%, and it's a handshake deal at this point.”
1980
Microsoft paid Seattle Computer Products $25,000 for rights to adapt and sell QDOS to one unnamed manufacturer, later revealed as IBM.
“So they work out a deal whereby Microsoft pays Seattle Computer Products $25,000 for the rights to adapt and sell QDOS to the one unnamed original equipment manufacturer who they're working with.”
1980
According to Paul Allen's memoir, IBM paid Microsoft $75,000 for testing and consultation and $45,000 for DOS.
“IBM paid Microsoft $75,000 for testing and consultation, $45,000 for DOS.”
1980
IBM paid Microsoft a fixed total of $430,000 for DOS and language software, with no per-copy royalties.
“that is $430,000 fixed that IBM paid Microsoft with no ongoing obligation.”
1980
Ballmer recalls Microsoft paid roughly $45,000 to $49,000 to Tim Patterson's Seattle Computer Products for the operating system that became DOS.
“a guy named Tim Patterson. And we offered him, I think we paid $45,000 or $49,000 for this operating system.”
1980s
Microsoft charged IBM a one-time fixed fee for the operating system instead of ongoing per-unit royalties.
“we didn't charge for the operating system on an ongoing basis. We charged for it one time.”
1980s
Ballmer says Microsoft moved from fixed-fee licensing to per-unit licensing about four or five years after the IBM deal.
“It was only, I don't know, four or five years later that we actually switched to licensing per unit.”
1981
Microsoft and IBM signed their PC agreement in November 1980, and the IBM PC shipped in August 1981.
“So they signed this agreement in November 1980. The IBM PC ships in August 1981.”
1981
In 1981 Technology Venture Investors invested about $1 million in Microsoft for roughly 5%, valuing it near $20 million.
“the venture firm Technology Venture Investors, or TVI, invests $1 million, I believe, for 5% of the company”
1986
Microsoft's 1986 IPO valued it at about $750 million despite roughly $200 million in trailing revenue.
“Their market cap at IPO is only $750 million, despite having done $200 million of very high margin software revenue in the trailing 12 months up to that”
1986
At Microsoft's 1986 IPO, Bill Gates still owned about 49% of the company.
“Bill Gates still owned 49% of the company.”
1990s
Eich says Microsoft threatened to revoke Compaq's Windows license if it shipped Netscape as the default browser, and was convicted in the antitrust case.
“threatening Compaq with revocation of the Windows license if Compaq shipped Netscape as the default browser was illegal.”
1990
In fiscal 1990 Microsoft earned $1.2 billion, becoming the first software company to pass $1 billion in revenue.
“Microsoft does $1.2 billion in revenue, making them the first software company ever to pass a billion dollars in revenue.”
1990s
Microsoft's gross margin on boxed retail copies of Windows in the 1990s was 29%, compared with 75% when it sold through PC makers.
“their gross margin on a copy of Windows was 29%.”
1990
IBM ended its OS/2 joint development relationship with Microsoft in May 1990, which Ballmer described as a divorce.
“So we kept going with Windows. We kept going with OS2. And then May 1990, they come along and shoot us.”
1990s
Ballmer says select licensing, with upgrades priced below half of new licenses, threatened to cut Microsoft's revenue unless it kept winning new customers.
“The company was headed to a world where its revenue was half of its existing revenue.”
1990s
The Microsoft enterprise agreement had customers sign for three years and pay the same per-machine amount each year, with upgrades included.
“you just pay us the same amount of money each year for three years.”
1990s
Krikorian says Firefox was created to push back against Microsoft's dominance of the web in the 1990s.
“Firefox was effectively created as a way to push back against the monopolization of the web by Microsoft in the nineties.”
1993
In January 1993 Microsoft's market capitalization passed IBM's.
“And then January 93, the crowning moment it happens, Microsoft passes IBM in market cap.”
1994
In January 1994 Microsoft engineer Jay Allard wrote a memo to Bill Gates arguing that Windows should embrace and extend the internet.
“January 1994, when a young Windows networking engineer named James Allard, or Jay as he goes by, writes a memo to Bill Gates”
1994
Microsoft held its internet offsite on April 5, 1994, the day after Netscape was incorporated, as Bill Gates came to treat the internet as an exponential phenomenon.
“And it takes place on April 5th, 1994, which is the very next day after Netscape was incorporated on April 4th.”
1995
Bill Gates wrote the internal 'Internet Tidal Wave' memo at Microsoft in May 1995.
“And in May of 95, he had written the internal internet tidal wave memo.”
1995
After the lawsuit, Microsoft paid Spyglass a total of $8 million for the Mosaic-derived code behind Internet Explorer.
“they pay a grand total, Microsoft does, of $8 million to Spyglass, which will go back to the University of Illinois.”
1995
Huang says Windows 95 marked a sudden shift in the personal computer, about ten years after the PC was introduced.
“All of a sudden, Windows 95 came and everything about the personal computer changed, and yet the personal computer was introduced some ten years before that.”
1995
Huang says NVIDIA's original 1993 architecture was called Direct NVIDIA, and DirectX arrived in 1995.
“In 1993, we had Direct NVIDIA. Yeah. Huh. And which in 1995 became, you know, well, DirectX came out.”
1995
Windows 95 launched on August 24, 1995 with a movie-style marketing campaign.
“this date August 24th 1995 they basically treated an operating system launch the way that you would launch like a movie or a new Madonna album”
1995
On December 7, 1995, Bill Gates announced that Internet Explorer would be free and bundled with every copy of Windows 95.
“Bill Gates announces that Internet Explorer is now free and it will be bundled in with every single copy of Windows 95 going forward.”
1996
In 1996 Sega backed away from Nvidia's quadrilateral-based graphics approach, which conflicted with Microsoft's triangle-based Direct3D.
“And then in 1996, Sega's like, yeah, we're not so sure about this quadrilaterals thing either.”
1997
Huang says that by the time NVIDIA recognized its architecture was wrong, Microsoft had released DirectX, which was incompatible with it, and about 30 competitors had appeared.
“Microsoft had already rolled out DirectX. It was fundamentally incompatible with NVIDIA's architecture. 30 competitors have already shown up”
1997
In August 1997 Microsoft agreed to invest $150 million in Apple, commit to Office for Mac for five years, end patent disputes, and make Internet Explorer the Mac's default browser.
“One is the $150 million investment from Microsoft and Apple.”
1998
Steve Ballmer was promoted to president of Microsoft in July 1998, and Bill Gates handed him the CEO role on January 13, 2000.
“So in July 98, right as this big, huge DOJ antitrust suit is heating up, Steve Ballmer gets promoted to president of the company.”
2000
Microsoft bought Bungie, maker of Halo, in 2000 for an estimated $30 million.
“Microsoft's pickup of Bungie in the year 2000 for an estimated $30 million.”
2000
On June 7, 2000, Judge Thomas Penfield Jackson ruled that Microsoft had abused its monopoly power and ordered it broken into at least two companies.
“on June 7, 2000, Judge Jackson issues the final judgment in the case, and he rules that Microsoft did indeed abuse its monopoly power.”
2000
Microsoft's market capitalization fell from about $600 billion to $270 billion in the 12 months after the November 1999 finding of fact, though the dot-com bust also contributed.
“over the next 12 months, Microsoft's market cap dropped from $600 billion to $270 billion, which was a 55% drop.”
2000
Judge Jackson was removed from the Microsoft case after it emerged that he had secretly met reporters before delivering rulings.
“It was discovered later in June 2000 that Judge Jackson had secretly been meeting with reporters in his chambers before the rulings were delivered.”
2000
Steve Ballmer promoted Brad Smith to general counsel after becoming CEO and told him to settle Microsoft's legal disputes.
“he promotes Brad Smith to general counsel, who Brad Smith is still, of course, leading all this at Microsoft to this day.”
2000-2014
During Steve Ballmer's tenure as CEO, Microsoft's revenue grew from $23 billion to $84 billion, and operating income rose from $12 billion to $30 billion.
“Revenue went from $23 billion to $84 billion. That's a 3.5x over 14 years.”
2000s
Microsoft started Avanade as a joint venture with Accenture in the 2000s to provide partners who could install its enterprise software.
“that's why we started this thing, Avanade, which is a big, big company at this stage, with Accenture. And that was in the 2000s.”
2000s
Early in Ballmer's tenure as CEO, accounting rules began requiring companies to expense stock options, which depressed Microsoft's reported profits and led it to shift to stock awards.
“because people forget there was a major change that came along early in my tenure. And that's the move to have to expense stock options.”
2000
When the federal government ordered Microsoft split, Ballmer recalls the likely plan was for him to run operating systems and Bill Gates to run applications.
“I think that there was, I would run operating systems and Bill would take applications.”
2000s
Wolf says Unix-style systems underpin enterprise software and cloud, though Linux was once seen as niche against Microsoft.
“Unix is really the basics of all enterprise software and all enterprise cloud.”
2001
Microsoft launched the Xbox in 2001, creating a second major console platform that developers wanted to support.
“Microsoft finally enters the picture with the launch of the Xbox in 2001.”
2001-2021
Mauboussin says that excluding Microsoft, the other nine of the top ten companies by market value in 2001 had collectively lost $460 billion in market capitalization by 2021.
“Turns out their market capitalizations are down $460 billion in the 20-year period.”
2001
Microsoft took at least a $5 billion loss on the first-generation Xbox, according to the hosts.
“So Microsoft with the Xbox, Microsoft takes at least a $5 billion loss on the first generation of the Xbox.”
2001
Microsoft launched the Xbox game console in November 2001, a few weeks after Windows XP.
“Crazy, that happened in November 2001.”
2001
At an executive retreat around 2001 to 2002, Microsoft sales head Orlando Ayala said the antitrust fight made him feel his integrity was under assault, which Ballmer says showed it was a cultural issue.
“My name is Orlando Ayala. I am a proud Colombian. I am not a proud Microsofty today. Our integrity is under assault.”
2002
The settlement of the U.S. antitrust case was approved in 2002, reversing the breakup order and imposing a five-year consent decree.
“So 2002, the settlement is finally approved.”
2005
Ray Ozzie wrote the Internet Services Disruption memo in October 2005 arguing that Microsoft must adapt to services-based computing.
“This is Ray writing, The environment has changed yet again, this time around services.”
2006
Facebook's revenue rose to $48 million in 2006, helped by its display-ad partnership with Microsoft.
“In 2006, with this Microsoft partnership, that jumps to $48 million.”
2006
Azure started as an incubation with a separate team from the existing Server and Tools business.
“Azure started as an incubation by Rayazi with a completely separate team than your existing, like, actual product group selling server and tools.”
2007
By fiscal 2007, about 40% of Microsoft's roughly $51 billion in revenue came from multi-year enterprise agreements and another 15% from single-year agreements.
“40% of $51 billion came from multi-year enterprise agreements.”
2007
In October 2007 Microsoft invested $240 million for 1.6% of Facebook, valuing it at about $15 billion, and gained rights to sell its international banner ads.
“in October 2007, Microsoft invests $240 million for 1.6% of Facebook.”
2007
In October 2007, Microsoft agreed to invest $240 million in Facebook at a $15 billion valuation and became exclusive third-party display-ad network.
“the big kicker, Microsoft is going to invest $240 million in Facebook at a $15 billion valuation.”
2007
After losing DoubleClick to Google, Microsoft bought aQuantive for $6 billion.
“Microsoft turned around and bought Aquantive for $6 billion. So twice the price.”
2008
The first product shipped using an Nvidia Tegra chip was the Microsoft Zune HD media player.
“It was the Microsoft Zune HD media player.”
2008
In 2008 Microsoft pursued a Yahoo acquisition at up to $47 billion, but the deal collapsed after a meeting at Boeing Field.
“So in 2008, Microsoft puts a deal on the table that gets bid all the way up to $47 billion to buy Yahoo.”
2008
Ballmer says Verizon wanted a strong phone to compete with AT&T's iPhone, but Microsoft's software was not ready in time and Verizon went with Android.
“But we didn't have the stuff they wanted at the right time. They went Android.”
2008
In February 2008 Microsoft bid $44 billion to buy Yahoo, and Yahoo's Jerry Yang turned it down.
“They make a bid, Microsoft does, to buy Yahoo for $44 billion.”
2011
The final Microsoft antitrust consent decree expired in May 2011, after about 21 years of scrutiny that began with the 1990 FTC investigation.
“In May 2011, that is when the final consent decree finally expired.”
2013
Microsoft strategy head Charlie Songhurst offered to hire Ben Thompson at a higher level after the Gruber post.
“he wanted to hire me he's like look I'll bump you up to a level 65”
2013
Microsoft agreed on September 3, 2013 to buy Nokia's mobile unit for $7 billion, ten days after Steve Ballmer announced his retirement.
“On September 3rd, so 10 days later, Microsoft agrees to buy Nokia's mobile unit for $7 billion.”
2014
Epic sold the Gears of War franchise to Microsoft in early 2014 as part of exiting the console game business.
“sell the Gears of War franchise to Microsoft. So they do that in early 2014.”
2014
Satya Nadella was named Microsoft CEO on February 4, 2014, and John Thompson replaced Bill Gates as chairman the same day.
“February 4th, 2014, Satya Nadella is introduced as the next CEO of Microsoft.”
2014
Steve Ballmer's net worth was about $20 billion in 2014 when he left Microsoft, almost entirely in Microsoft stock.
“In 2014, when Steve left Microsoft, his net worth was $20 billion, almost entirely comprised of Microsoft stock.”
2014
Thomas Dohmke co-founded HockeyApp, which was sold to Microsoft in late 2014.
“I was the co founder of a company called Hockey app, um, that we sold to Microsoft in late 2014.”
2016
Microsoft's LinkedIn acquisition was for roughly $24 billion, a comparable deal size.
“LinkedIn was acquired for right around the same amount. If I remember 24 billion.”
2016
Salesforce was the other bidder for LinkedIn and filed an antitrust suit against Microsoft over that deal.
“the other bidder for LinkedIn was Salesforce Salesforce and then they filed an antitrust suit against, uh, Microsoft about it.”
2016
The hosts say LinkedIn now has over $16 billion in revenue, five times its revenue when Microsoft bought it eight years earlier.
“They did 16 billion plus in revenue today. They have 5X revenue since they were bought eight years ago.”
2016
The six founding corporate backers were Amazon, Apple, Microsoft, Facebook (now Meta), Google DeepMind and IBM.
“So that's Amazon and Apple, Microsoft, Facebook, now Meta, Google DeepMind and IBM.”
2018
Andreessen Horowitz's $100 million investment in GitHub in 2012 is estimated to have returned about a billion dollars when Microsoft acquired GitHub in 2018.
“But I do know that they would end up making a billion dollars on this in this the ultimate sale to Microsoft in 2018.”
2018
The Paris Call for trust and security in cyberspace was launched in Paris in 2018 under President Emmanuel Macron's leadership, and Microsoft participated.
“So the Paris Call for trust and security in cyberspace was really invented, as the name suggests, in Paris under President Macron's leadership in 2018. Microsoft participated in that.”
2018
Microsoft's acquisition of GitHub was announced in 2018.
“seven years after we announced the acquisition in 2018”
2018
Dohmke says GitHub and Microsoft defined three integration principles for the acquisition: developers first, Microsoft accelerating GitHub, and GitHub accelerating Microsoft later.
“we actually defined, uh, the three, um, acquisition principles, or integration principles”
2018
Microsoft acquired GitHub in 2018 for $7.5 billion, according to Thomas Dohmke.
“we bought GitHub in 2018, so now, you know, a little bit over seven years ago, for $7.5 billion at a time”
2018
Sarah Bird says Microsoft's first responsible AI standard took effect around 2018, while deep learning began taking off around 2013.
“I think our first responsible AI standard, uh, sort of came into effect about 2018, but if you're, you know, following the timelines of AI, deep learning really started taking off before that in, like, 2013.”
2018
In July 2018 Sam Altman and Satya Nadella agreed a deal for Microsoft to invest $1 billion in OpenAI in cash and Azure credits.
“they hash out a deal for Microsoft to invest $1 billion into OpenAI in a combination of both cash and Azure cloud credits.”
2019
Microsoft started building its first AI supercomputer in 2019 and deployed it at the end of that year, and GPT-3 was trained on it.
“we started working on it in 2019, and we deployed it, uh, at the end of that year. And it was the computing environment that GPT-3 was trained on.”
2019
Elad Gil said Microsoft made its first significant investment in OpenAI around the time GPT-2 launched, before GPT-3.
“Microsoft made its first investment, or its sig- its first significant investment in OpenAI right after GPT two launched”
2019
The Christchurch Call was led by New Zealand Prime Minister Jacinda Ardern with help from tech companies including Microsoft after the Christchurch massacre.
“the Christchurch call was really led by Prime Minister Jacinda Ardern with the help of tech companies, including our own, in the wake of the Christchurch massacre.”
2019
In 2019 OpenAI became a for-profit company, and Microsoft invested $1 billion and became its exclusive cloud provider.
“Microsoft invests a billion dollars, as you say, and becomes the exclusive cloud provider for Open AI, which is going to become highly relevant here for NVIDIA.”
2019
Microsoft's 2019 OpenAI investment and partnership gave GitHub access first to GPT-3 and then to the Codex model, which it used to build the original GitHub Copilot.
“That gave us access to, uh, first GPT 3 and then the Codex model, uh, to to build”
2020
Microsoft's charts showing Teams passing Slack named Slack directly, which is unusual for a large company.
“atypically they put Slack's name right on the chart and call them out.”
2020
By 2020, Navrina Singh had worked more than two decades as a computer engineer at companies including Qualcomm and Microsoft.
“By then, Navrina Singh had already clocked over two decades as a computer engineer in big tech, at companies like Qualcomm and Microsoft.”
2022
David Rosenthal said AWS was growing 37% on a $75 billion base, while Google Cloud and Microsoft Azure grew about 45% but had a combined share smaller than Amazon's.
“AWS is growing at 37% annually on a $75 billion base. Google and Microsoft are growing at 45% but their market share combined is still significantly less than Amazon.”
2023
Microsoft announced a new multi-year investment in OpenAI that was reported to be worth $10 billion.
“Microsoft announced the new multi-year, multi-billion dollar reported to be $10 billion investment into OpenAI.”
2023
Kevin Scott said he had been at Microsoft for almost six and a half years at the time of the recording.
“I've been at Microsoft a little over 6 years now, so almost six and a half years.”
2023
Kevin Scott said Microsoft was deploying NVIDIA's Hopper GPUs at scale, including features such as eight-bit floating point arithmetic.
“we're deploying, uh, hopper now at scale, and you know, like a bunch of the features of hopper, like, you know, eight bit floating point”
2023
Microsoft developed an orchestration tool called Semantic Kernel and released it as open source.
“we have, uh, one that we've developed called Semantic Kernel that we've also open sourced.”
2023
Nicolai Tangen said Microsoft is the second biggest holding in Norway's sovereign wealth fund, worth roughly 40,000 kroner per Norwegian.
“Microsoft is the second biggest holding in the fund, uh, and each Norwegian own roughly 40,000 kroner worth”
2023
Brad Smith described the Microsoft-OpenAI partnership as competing with Google and its DeepMind acquisition, with Anthropic as a third frontier group.
“you have every day this partnership with OpenAI and Microsoft competing with, say, Google and its acquisition of Deep Mind.”
2023
Brad Smith said roughly 95% of Microsoft's revenue comes from democracies, as ranked by the Economist Intelligence Unit.
“roughly 95% of Microsoft's revenue comes from the democracies of the world, and 5% comes from the other half.”
2023
Brad Smith said China accounts for only about 1.5% of Microsoft's revenue.
“We're present in China today, even though it's only about one and a half percent of Microsoft's revenue.”
2023
Brad Smith said Microsoft has special controls to stop the Chinese military from using its technology.
“we have special controls in place, for example, so that the Chinese military is not using it.”
2023
Brad Smith said Microsoft is basically not present in Russia.
“And then you get to a country like Russia, where we're basically not present at all.”
2023
Brad Smith said Microsoft has 758 employees in Norway.
“the 758 employees we have in Norway.”
2023
Brad Smith said the Russian government runs a large-scale network producing misleading information in twenty-three languages, which Microsoft monitors.
“which operates a global at scale network to generate information designed to mislead the public, and it puts it out in twenty-three languages.”
2023
Brad Smith said Microsoft detects new cyberattacks, writes protective code and distributes it to devices worldwide within minutes to a couple of hours.
“we detect the threat. We are able to code the virus or protection, say the the vaccine, to stop it, and then we're able to distribute that code”
2023
Ulf Sverdrup said Microsoft's market capitalisation was larger than the GDP of South Korea.
“Microsoft, your market cap is bigger than the GDP of Korea.”
2023
Brad Smith said Microsoft encouraged a US executive order requiring federal AI purchases only from companies self-certifying compliance with the NIST framework.
“the federal government would say procure AI for certain uses only from companies who are self-certifying that they're implementing the NIST AI risk management framework.”
2023
NVIDIA had about 26,000 employees in 2023, compared with about 220,000 at Microsoft.
“They have 26,000 employees, and that sounds like a big number, but for comparison, Microsoft, whose market cap is only twice as big, has 220,000.”
2023
Tom Davenport said OpenAI is now closely tied to Microsoft.
“Generally, of course, now they're in bed with Microsoft in a big way, so that I was going helps them.”
2023
Microsoft's Intelligent Cloud segment, which includes Azure plus legacy server products, had $88 billion in revenue in fiscal 2023.
“In fiscal 2023, Intelligent Cloud did $88 billion in revenue.”
2023
Sam Ransbotham said OpenAI had close to $10 billion in funding from Microsoft, while the National Science Foundation's 2023 budget was about $9.9 billion.
“OpenAI has a uh, close to $10 billion of funding from Microsoft, but the NSF had about 9.9 billion dollar budget in 2023.”
2024
Garman says Microsoft has benefited from OpenAI's innovation, and that Microsoft recently listed OpenAI as one of its biggest competitors.
“Uh, Microsoft's done a good job of co-opting, uh, uh, OpenAI's innovation, although in their last, uh, in their last, I saw recently, they listed OpenAI as one of their biggest competitors now.”
2024
Microsoft's productivity and business processes segment, mostly Office, generated over $120 billion in revenue in the year before the episode, according to Ben Gilbert.
“I think LinkedIn is now part of this too. Last year generated over $120 billion in revenue.”
2025
Ballmer says dividends from Microsoft and his other holdings roughly equal the amount his family gives away through philanthropy.
“Between Microsoft and the other stuff I own, the dividend checks are pretty close to what we give away.”
2025
Dohmke said GitHub Copilot had 15 million users, as reported in Microsoft's earnings the week before the recording.
“Copilot has now 15 million, uh uh, users, uh, and the Copilot code review agent”
2025
Microsoft announced in its earnings that GitHub Copilot had 20 million users.
“we just announced in Microsoft earnings that we now have 20 million, uh, users on on GitHub Copilot”
2025
Heath says the OpenAI-Windsurf deal was hampered by concern that Windsurf's intellectual property would not be shielded from Microsoft.
“Because there was a concern that the IP from Windsurf was not going to be shielded from Microsoft”
2025
Alex Heath says Microsoft CEO Satya Nadella has stated that 20 to 30 percent of Microsoft's code is written by AI.
“Satya Nadella, has said actually that twenty to 30% of the of your code at at Microsoft is written by by AI”
2025
Heath says OpenAI is converting from a nonprofit to a for-profit, while Microsoft is a large shareholder with exclusive access to its IP.
“OpenAI is moving from a nonprofit to a for-profit, and Microsoft, you know, is obviously a huge shareholder and and currently has exclusive access to the IP”
2025
Heath says a Microsoft internal memo told managers to evaluate employees partly on AI tool use, calling it no longer optional.
“saying it's quote no longer optional, it's core to every role and every level”
2025
Sean Fitzpatrick says Microsoft, Amazon and Google are each investing close to $100 billion in foundational AI models.
“each one of them is putting in, you know, uh, close to $100 billion, you know, Microsoft, uh, Amazon, Google.”
2025
Nilay Patel says Microsoft's press release on its restructured OpenAI deal repeatedly says terms expire when OpenAI declares AGI.
“The the press release from Microsoft announcing the restructured deal with OpenAI several times mentions in bullets that the terms expire when OpenAI declares AGI.”
2025
Stack Overflow launched its Stack Internal product at Microsoft Ignite a couple of weeks before the interview.
“our Stack Internal product that we launched a couple weeks ago at Microsoft Ignite, in fact”
2026
Woodson Martin says he recalls Microsoft, Meta and Uber announcing a pullback from AI-first-for-everything strategies.
“I think Microsoft, Meta, Uber, like all these companies who were like, wow, maybe we went too far too fast”
Undated
Epic earned about 100 million dollars of revenue from the first Gears of War at a cost of about 12 million dollars, with Microsoft handling much of the marketing.
“Epic ends up making $100 million of revenue on Gears of War. It cost them $12 million.”
Undated
After the HoloLens team shifted away from consumer products, Nick Fajt was reorganised to work on the Microsoft Edge browser.
“I got reorged to the Microsoft Edge browser.”
Undated
Fajt says roughly 30 to 50 people left Microsoft after the HoloLens team reorganisation.
“maybe like 30 to 50 people left Microsoft”
Undated
Brinton Johns says Texas Instruments has higher operating margins than Microsoft.
“here's a good trivia question who has higher operating margins texas instruments or microsoft right because i ask it you know the answer is it's ti”
Undated
Microsoft signed Nvidia to supply the original Xbox's graphics in a deal worth $500 million a year, with a $200 million advance.
“And they do a huge, huge deal, $500 million a year deal for NVIDIA to supply the graphics for the Xbox with a $200 million advance.”
Undated
Microsoft replaced the head of its Windows Server and Tools business with Satya Nadella, who later became CEO and doubled down on the cloud strategy.
“they replaced the leader of that organization at the time of Windows server and tools business with Satya”
Undated
Technology Venture Investors invested $1 million in Microsoft for a 5% stake and was its only venture investor.
“One million dollars to own 5% of the company.”
Undated
Ben Thompson argues Microsoft's Seattle location helped it retain talent during its decline, which set up Satya Nadella's turnaround.
“geography is what saved Microsoft because when Microsoft was in the dumps if they were in Silicon Valley all their best talent would have left”
Undated
Former Atari engineers founded Activision to publish games for the Atari 2600 as a third-party publisher, and the hosts note Microsoft was acquiring it for about $80 billion.
“So the company they start is a little company called Activision which is now in the process of being acquired by Microsoft for just about $80 billion just as a third-party publisher.”
Undated
Sam Altman says Microsoft was unusual among large companies in understanding why OpenAI needed its special control provisions.
“They are unique in terms of the companies of that scale that understood why we needed the control provisions we have.”
Undated
Chenyi Shi argued Microsoft Teams created competitive trouble for Slack because Microsoft's enterprise platform could extend into workplace chat at low cost to customers.
“I think we all have the experience that Slack is a really, really good product, but good products don't always win.”
Undated
Huang says Microsoft estimated that roughly 40 to 50 percent of software written on GitHub is produced by AI through Copilot.
“they've estimated that some 40, 50 of the software that's now written in GitHub is produced by AI.”
Undated
Huang says he had downloaded but not yet read Microsoft's roughly 150-page paper on sparks of artificial general intelligence.
“Well, I'm anxious to, I'm anxious to see the paper, and, uh, it's 150 pages”
Undated
Reid Hoffman is a director of several companies including Microsoft and recently stepped down from the OpenAI board.
“a director of several companies, including Microsoft, although he recently stepped down as a board member of OpenAI.”
Undated
Reid Hoffman says hundreds of Microsoft employees work on AI safety and suggests that work be shared for free, including with competitors.
“I think there's hundreds of people at Microsoft who work on AI safety. How do we essentially just distribute it for free?”
Undated
According to Blake Robbins, Valve asked Microsoft to build its updater tool, Microsoft declined, and Valve built Steam itself.
“and they asked if Microsoft would be willing to build this tool for them, and they said no. So they built it themselves.”
Undated
Mitch Lasky cites Microsoft's $69 billion acquisition of Activision as evidence that Game Pass is re-aggregating exclusive content.
“I mean, you look at the Activision deal, $69 billion acquisition of Activision.”
Undated
Blake Robbins recalls that Xbox Live charged console owners about $5 a month for online play.
“basically they said, yeah, there's one way to do it you can pay us $5 a month”
Undated
Kevin Scott said NVIDIA has been Microsoft's compute and network partner since NVIDIA acquired Mellanox.
“NVIDIA's been, you know, our compute and network partner since they bought Mellanox”
Undated
Kevin Scott said that at one point he took control of Microsoft's entire GPU budgets to focus them on evidence-backed paths.
“at one point, I seized the entire GPU budgets for the whole company.”
Undated
Kevin Scott said Satya Nadella describes a 'no regrets' investing approach, which Scott applied to the OpenAI partnership.
“Satya, uh, like, has this thing that he talks about, uh, like, no no regrets, uh, investing.”
Undated
Kevin Scott said GitHub Copilot was the first copilot Microsoft built, letting developers describe code in natural language.
“the first thing that we built was GitHub Copilot, which is a coding tool.”
Undated
IAC bought Microsoft's controlling stake in Expedia after Microsoft decided the business was non-core.
“Yeah, we bought Microsoft stake. Microsoft decided it's non-core and we bought Microsoft controlling stake.”
Undated
Chris Van Pelt suggests enterprises can obtain a private GPT instance through an enterprise contract with Microsoft.
“Or you just get that enterprise contract with with Microsoft to have, like, a private, um uh, instance of of GPT.”
Undated
Nadella cited the partnerships of Intel with Windows and SAP with SQL Server as examples of successful Microsoft collaborations.
“Intel and Windows came together and and that was successful, S A P and SQL Server, so it came together and it was successful.”
Undated
Microsoft is building Phi, a family of small language models.
“serving the needs of Phi that we are building, right? Which is the small language model.”
Undated
Nadella said Microsoft worked with Pacific Northwest National Laboratory to use an AI model to design a battery material with 70% less lithium, which was then produced.
“We worked with the Pacific National Lab locally here to effectively go reduce the uh, then the lithium content, uh, by 70% in a new battery material”
Undated
Microsoft's quantum programming language is Q#.
“we have our software stack with, uh, you know, our, uh, Q sharp, uh, which is our quantum programming stack.”
Undated
Nadella said DirectX, Microsoft's graphics stack, helped make GPUs into accelerators, since GPUs were created for PC gaming.
“D X, which was the Microsoft graphics stack, is what made G P U's, uh, an accelerator”
Undated
Nadella said Carol Dweck's book on growth mindset influenced Microsoft's cultural change.
“I was lucky enough to have read, uh, Carol Dweck's book on mindset, which is around child psychology, called growth mindset.”
Undated
Nadella said that with Activision part of Microsoft, the company covers mobile, cloud, console and PC gaming.
“now with Activision as part of Microsoft, we have mobile gaming, we have cloud gaming, we have, uh, console gaming, P C gaming.”
Undated
Rabinovich estimates that Magic Leap, Microsoft, Meta and Apple have collectively spent close to $100 billion on mixed reality.
“Cumulatively to date, between Magic Leap and Microsoft and Meta and Apple, I think we're getting close to $100 billion”
Undated
Bret Taylor cites Microsoft Copilot and Cursor, which his company uses, as examples of AI agents that help software engineers code.
“Microsoft Copilot, Cursor, which is a cool startup that my company uses.”
Undated
Eric Boyd says Microsoft embedded generative AI into Microsoft Dynamics, a CRM and advertising tool, to help create advertising copy.
“We have a lot of scenarios. We've got AI embedded into dynamics, which is now Microsoft dynamics. It's a CRM and advertising tool.”
Undated
Eric Boyd says the quality of Microsoft's speech API improves every month, and that Microsoft measures this.
“The speech quality that we deliver through our speech API literally improves every month.”
Undated
Karaboutis says software and technology companies such as Microsoft and Google are rushing to use AI for competitive advantage.
“Software tech companies, I think, are rushing for advantage, no question. We're taking a look, whether it's the Microsofts, the the Googles, et cetera”
Undated
Praveen Akkiraju says Microsoft offers Copilots and that OpenAI launched the consumer-oriented Operator agent.
“Microsoft has Copilots. We just saw OpenAI launch operator, which is more consumer-oriented, uh, agent”
Undated
Walmsley said she has served on Microsoft's board for six years.
“Great privilege that that is, and I have been for six years.”
Undated
Klein says SAP is building sovereign clouds in Germany and, in France, a venture called Blue with Capgemini and Microsoft.
“we have, uh, De Lucy in Germany, we have in in France, we have together with Cap Gemini and Microsoft, we have Blue.”
Undated
Walter Sun started Bing Predicts at Microsoft, a product that used big data for predictive analytics.
“I actually started a new product called Bing Predicts, which was to use big data to do predictive analytics”
Undated
Before becoming GitHub CEO, Dohmke ran Microsoft's engineering systems team, whose major project cut the Office suite build time from days to about eight hours.
“one of their biggest projects was bring down the build time for the office suite, uh, from days, um, down to”
Undated
Dohmke says the original GitHub Copilot came from a partnership in which OpenAI supplied GPT-3 and the Codex model while Microsoft supplied infrastructure.
“that's how the original Copilot came to be, uh, through a partnership between OpenAI, um, who had developed GPT three, and then the Codex model, Microsoft”
Undated
The New York Times is suing OpenAI and Microsoft over the use of its copyrighted reporting to train OpenAI's models.
“the New York Times is suing OpenAI and Microsoft for using its copyrighted reporting into, uh, training the OpenAI models.”
Undated
For Microsoft's Dragon product for physicians, Sharma says tuning on 600 expert-annotated patient-physician interactions performed far better than synthetic fine-tuning.
“We saw a massive difference from when we used, you know, synthetic fine tuning to when we annotated 600 patient um physician interactions by experts.”
Undated
Sharma says Dragon's character acceptance rate rose from between 30 and 60 percent, depending on the run, to about 83 percent after tuning on expert-annotated data.
“I think we were sitting between 30 and 60 character acceptance rate, depending on the run, to something like 83.”
Undated
Sharma says GitHub Copilot uses an ensemble of models fine-tuned across about 30 countries' worth of languages for features such as next-edit suggestions and code completions.
“You mentioned Cursor GitHub has very similar features that we're using kind of as an ensemble of models that have been fine tuned across, you know, uh, 30 different countries”
Undated
Sharma says Microsoft's product teams historically planned in six-month semesters, which they now supplement with named 'seasons'.
“historically, at least in our product teams, had kind of semesters that they planned against. So think of that as every six months,”
Undated
Sharma says Microsoft's AI platform teams work in squads that set four-to-six-week goals beneath loose quarterly OKRs.
“teams are operating in squads and they're kind of setting out, you know, four to six week, um, goals that they're trying to go after”
Undated
Sharma says Stanford is a major customer of Microsoft's AI platform and is working on using AI for tumor reviews.
“Stanford's one of our big customers with the with the platform that I, uh, build, and they're working on using AI for tumor reviews.”
Undated
The Gender Shades study showed that facial recognition systems performed worse for dark-skinned women than for other groups, and Bird says such studies helped catalyze responsible AI programs.
“the Gender Shades study that showed facial recognition systems did not work as well for, you know, dark-skinned women as everybody else.”
Undated
Microsoft classified emotion detection as an unsuitable use of AI and retired its facial recognition features that predicted emotion.
“we moved these kind of things like emotion detection into a sort of unsuitable use of AI, um, at Microsoft, and then we retired kind of the features we had doing that.”
Undated
Microsoft's responsible AI standard divides fairness into three types describing how an AI system behaves.
“Microsoft's responsible AI standard kind of breaks fairness into three types, and the types of fairness are about how the system behaves.”
Undated
Microsoft gives its AI red team the first access to new AI technology so responsible AI work begins alongside other exploration.
“we prioritize the very first people getting access are actually our AI red team because we want the responsible AI work to start, you know, before or at the same time as all of the other exploration”
Undated
Bird says Microsoft ships thousands of AI features a year and does not embed responsible AI experts in every one of them.
“Microsoft ships thousands of different AI features every year, and so we don't have experts working hand in hand with every single product because not all of them need that level of expertise.”
Undated
Bird says Microsoft has hundreds of people working in responsible AI, most in roles that did not exist a few years earlier.
“we have hundreds of people working in responsible AI. Most of those were not jobs even a few years ago”
Undated
Microsoft uses a tool, transcribed as Pirate, that expands a red teamer's attack idea into many variants for testing at scale.
“we have a tool called Pirate that helps augment that idea with many different variants or other attack techniques so that you can test many more things at scale”
Undated
Microsoft's AI red team is preparing for risks involving AI producing chemical or biological weapon information.
“We're starting to prepare for new types of risk around ability to produce, you know, chemical or biological weapon information.”
Undated
Microsoft already ran responsible AI systems at scale for GitHub Copilot before ChatGPT's release and adapted them to new risks.
“We had already had, you know, at scale, generative AI, responsible AI systems running in production, for example, for GitHub Copilot, and we had to adapt them to new risk.”
Undated
Microsoft's AI platform Foundry offers many different models so customers can choose among trade-offs in quality, cost and safety.
“what we try to do with Foundry, which is our AI platform, is offer as many different models as we can.”
Undated
Bird says agents can go off task, so Microsoft is building new guardrails such as task adherence.
“an agent can get confused and go off task. And so we have to build new guardrails around things like task adherence.”
Undated
Rana El Kaliouby says Elon Musk announced a company called MacroHard that aims to compete directly with Microsoft.
“So Elon Musk recently announced MacroHard, a company trying to compete directly with with Microsoft.”
Undated
Daugherty points to Mustafa Suleyman's posts warning of the risk of attributing consciousness and agency to AI.
“Mustafa Suleiman has b- has had a series of posts that you should go look at”
Undated
Ramaswamy says Snowflake's relationship with Microsoft was initially mediocre because Microsoft had a first-party relationship with Databricks and was conflicted about its Fabric product.
“Among the earliest places where, uh, this went to work was in our relationship with Microsoft, which was okay, but not that great.”
Undated
A Microsoft executive said the Fairwater 2 building has almost as many network optics as all of Azure's datacenters had two and a half years earlier.
“the number of optics, the network optics in this building, is almost as much as all of Azure across all our data centers two and a half years ago.”
Undated
Microsoft's Fairwater 4 site, under construction near Fairwater 2, will connect to the same one-petabit network.
“fairwater four, which you're gonna see under construction nearby, yeah, will also be on that one petabits network.”
Undated
Satya Nadella said Microsoft will have access to OpenAI's models for seven more years under the new agreement.
“We will have access to open AI models for, uh, uh, you know, 7 more years, which we will innovate on top of.”
Undated
Nadella said Microsoft's MAI image model ranked number 9 on the image arena leaderboard.
“the image model that we launched, which I think this launched, uh, is at number 9 in the, uh, image arena.”
Undated
Nadella said Microsoft's Atlanta datacenter takes about ninety days from receiving hardware to handing it to a real workload.
“That's why I think even the execution in this Atlanta data center I mean, like, ninety days, right, from between when we get it and to hand off to a real workload.”
Undated
Nadella said software optimizations have improved tokens per dollar per watt for a given GPT model by five to forty times in some cases.
“So, it's five x, ten x, maybe forty x in some of these cases, right?”
Undated
Nadella said Microsoft created an EU data boundary, which prevents sending European customers' AI calls to other regions even when the work is asynchronous.
“where we literally had to create an EU data boundary, uh, basically meant that you can't just round-trip a call to wherever, even if it's asynchronous.”
Undated
Nadella said Microsoft has been growing training capacity for OpenAI's models about tenfold every 18 months.
“having actually for now up to now 10x every 18 months enough training capacity for the various open AI models.”
Undated
Nadella said Microsoft is building sovereign clouds in France and Germany.
“We're also building sovereign clouds in in France and in Germany.”
Undated
When Acquired approached a former Microsoft leader named Steve during its Microsoft series, he replied within a day, saying he did not listen to podcasts but trusted people who recommended the show.
“Steve didn't get back to us for a day, and then we heard back, and he said, I don't listen to podcasts.”
Undated
Rene Haas says Arm entered general-purpose cloud data centers years ago with Amazon, Microsoft and Google.
“ARM had gotten into the cloud data centers a number of years ago, general purpose cloud with Amazon and Microsoft and uh, and Google.”
Undated
Rene Haas says hyperscalers including Google, Microsoft, Meta and AWS are building their own AI chips, with Google's TPUs spanning several generations.
“You'll have hyperscalers doing their own chips, whether that's Google TPUs, and that's gone on for a number of generations, Microsoft, Meta, AWS,”
Undated
Lenny Rachitsky introduces Aishwarya Reganti as an early AI researcher at Alexa and Microsoft with over 35 published research papers.
“Ash was an early AI researcher at Alexa and Microsoft and has published over 35 research papers.”
Undated
Jason says Microsoft had about the same number of employees as four years earlier but added $90 billion in revenue and doubled its income.
“You had the same number of employees you have at Microsoft now, but you put $90 billion onto the top line of the revenue in that time, and you doubled your income during that time.”
Undated
Satya Nadella says that on country visits he first studied the total employment Microsoft's partner channel created in that country.
“whenever I did a country visit, the data I would first study is in, let's say, in the UK or in Switzerland or what have you, is what is the total employment created in Switzerland, uh, in our channel?”
Undated
David Sacks says his company Yammer was acquired by Microsoft about a decade before this conversation and became part of the SharePoint group.
“about a decade ago when my company Yammer was acquired by Microsoft. We were part of, uh, the SharePoint group”
Undated
David Sacks recalls that revenue earned by non-Microsoft implementers of SharePoint was about seven times Microsoft's own SharePoint software revenue.
“the revenue from the SharePoint ecosystem, meaning non-Microsoft, the, um, the consulting community, the implementers who would go into companies and implement SharePoint. I think their revenue was something like seven times greater than Microsoft's own software revenue.”
Undated
Satya Nadella says Microsoft has the intellectual property rights to OpenAI's models in response to the question of where its own foundation model is.
“where's your foundation model? I mean, at the end of the day, we do have the IP.”
Undated
Satya Nadella says Microsoft's healthcare decision orchestrator, which assigns roles such as investigator, data analyst and domain expert to multiple models, outperformed any single frontier model.
“What it proves is that by assigning roles, right? So, investigator, data analyst, domain expert, just giving even prompted roles to models, and then orchestrating them gets better results than any one single frontier model.”
Undated
Satya Nadella says Microsoft has a locally resident model called Phi Silica that runs on a PC's NPUs and GPUs.
“there's a Phi Silica model, which is completely resident, using NPUs and, of course, using, uh, GPUs.”
Undated
Satya Nadella says Microsoft is experimenting with an apprenticeship model in which a cohort of college hires works alongside a senior individual-contributor developer.
“one of the things we're experimenting with is a different type of apprenticeship, right? Which is you take somebody who's an IC senior dev, have, like, a cohort of college, uh, hires working with them”
Undated
Microsoft built Dragon Copilot for nurses as a purpose-built product because nursing workflows differ from physician workflows.
“So we recognized very early on that the nursing workflows are unique, they are different than the physician workflows.”
Undated
Nurse leaders and informatics teams can track adoption trends using analytics in the Dragon Admin Center or by working with Microsoft adoption consultants.
“would use uh adoption analytics available through our Dragon Admin Center or work with our adoption consultants to track adoption trends within their uh nurse population.”
Undated
Microsoft developed its change-management practices for Dragon Copilot for nurses through early collaboration with health systems including Mercy and Advocate Health.
“through our early collaboration with many of these leading healthcare organizations like Mercy, like Advocate Health and so on.”
Undated
Microsoft began the Dragon Copilot for nurses initiative by working with about ten leading healthcare organizations.
“we basically started working with about ten of these leading healthcare organizations.”
Undated
Because each health system has unique documentation structures, Microsoft built self-service AI assessment and customization tools for nursing informatics teams.
“this led us to build various kind of self-service AI assessment or AI customization tools that the nursing informatics team at these organizations could basically use to tweak the system as needed”
Undated
Microsoft has a clinical integrity team that reviews nurse feedback on Dragon Copilot outputs and decides whether the solution needs to be adjusted.
“we have, uh, capabilities, including a clinical integrity team, which would actually review this feedback and say if something needs to be tweaked within the solution to make this better”
Undated
Reid Hoffman says OpenAI reached its position only because Microsoft supported it with computing power.
“OpenAI could only got to its position because Microsoft supported it, um, with compute.”
Undated
Reid Hoffman says each GPU at Microsoft is allocated among customer inference, internal research and development, and product deployment, and that all of it could be sold to customers.
“Like at a company like Microsoft, you know, each GPU is kind of being allocated between, like inference, where customers want it, cause basically you could sell all everything to customers.”
Undated
Microsoft defines AI agents as systems that can plan and act to complete tasks or entire workflows autonomously, with key moments of human oversight.
“Microsoft defines AI agents as systems that can plan and act to complete tasks or entire workflows autonomously, with key moments of human oversight.”
Undated
Microsoft's frontier firm report describes three working patterns: humans with assistants, humans with digital colleagues, and human-led agents.
“they've defined aspirationally three working patterns that includes humans with assistants, humans with digital colleagues, and maybe even human led agents”
Undated
Host Matthew DeMello said David Carmona of Microsoft had recently been a guest on the AI in Business podcast.
“We had a guest on on the show not too long ago, David Carmona at at Microsoft”
Undated
Rebecca Schechter said some clients at Microsoft froze in place because AI moved so fast, risking being leapfrogged by competitors.
“What you wanna avoid is what I initially saw a few clients do when I was at Microsoft, which is what I call the freeze in place.”
Undated
His former firm used the OpenAI version offered through Microsoft instead of allowing ChatGPT directly.
“we couldn't let people use Chat G P T, so we used the open A I version of it through Microsoft”
Undated
Daniel Whitenack says businesses on Google's productivity suite get Gemini built in, while Microsoft shops get Copilot, and neither fits as a full digital workforce.
“if you're primarily using Google Drive and Google Docs, then you're automatically gonna get one of these very opinionated AI integrations across those various apps.”
Undated
Rana El Kaliouby says Microsoft cancelled Claude Code licenses over cost and that some companies spend about $7,500 per employee on tokens.
“So we've seen companies like Microsoft cancel their cloud code licenses because of costs, and also other companies are spending about 7,500 per employee on tokens.”
Undated
Seseri says Microsoft with Fabric, OpenAI and Anthropic pitch their platforms as a layer on which customers build their own agents.
“players like Microsoft with Fabric and OpenAI and Anthropic. Whereby they're saying, you can just buy us as the layer and then build the agents on top of us”
Undated
Vice President JD Vance said Microsoft replaced each laid-off worker with one and a half foreign workers.
“If you do the math for every worker that Microsoft laid off, they replace that worker with one and a half foreign indentured servants.”
Undated
The Department of Labor suspended Microsoft and Adobe from the permanent labor certification program because of multiple active federal investigations.
“And also due to multiple active federal investigations, the Department of Labor is suspending Microsoft and Adobe from the program.”
Undated
DJ said the administration cited Microsoft laying off 6,000 Americans in the prior year and then hiring about 6,500 H-1B workers a few months later.
“just last year they laid off 6,000 Americans. But then a few months after, they then hired in like 6,500 H-1B visas”
Undated
Before starting her own consulting work, Kellen Winters worked at Microsoft for about six years.
“before I started my own consulting work, I was working at Microsoft for about six years.”
Undated
Winters says Microsoft Copilot customers wanted proof tied to their existing workflows rather than small daily time savings.
“we don't necessarily care if I'm saving people five minutes of time a day. So really show me on paper something that's tied to my existing workflows”
Undated
Winters says Microsoft's business value dashboard came out of customer conversations about proving AI value.
“things like the business value dashboard came out of a lot of those conversations at Microsoft”
Undated
Law firms treated Microsoft as an approved vendor, which forced Legora to host on Azure, though attitudes have since changed.
“So, like Microsoft is an approved vendor in their mind. And so we had to host everything on on Azure, and that's changed over the past few years.”
Episodes
- 15 Dec 202510 Years of Acquired (with Michael Lewis)2h 47m
- 6 Oct 2025Google Part III: The AI Company4h 4m
- 26 Aug 2025Google Part II: Alphabet4h 10m
- 2 Jun 2025The Steve Ballmer Interview2h 56m
- 28 Oct 2024Meta6h 18m
- 30 Sep 2024Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)2h 25m
- 22 Jul 2024Microsoft Volume II4h 49m
- 22 Apr 2024Microsoft Volume I4h 24m
- 16 Oct 2023NVIDIA CEO Jensen Huang1h 31m
- 6 Sep 2023Nvidia Part III: The Dawn of the AI Era (2022-2023)2h 55m
- 13 Jun 2023Uber CEO Dara Khosrowshahi1h 38m
- 26 Apr 2023Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming2h 17m
- 11 Apr 2023Nintendo: The Console Wars3h 18m
- 4 Apr 2023Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business1h 31m
- 16 Mar 2023Nintendo's Origins3h 26m
- 6 Dec 2022Stratechery (with Ben Thompson)1h 55m
- 28 Sep 2022Benchmark Part I3h 44m
- 6 Sep 2022Amazon Web Services2h 45m
- 12 May 2022Arena Show Part I: Idea Dinner + YC Continuity1h 27m
- 20 Apr 2022Nvidia Part II: The Machine Learning Company (2006-2022)2h 12m
- 28 Mar 2022Nvidia Part I: The GPU Company (1993-2006)2h 0m
- 15 Feb 2022The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave)1h 43m
- 3 Nov 2021Complexity Investing & Semiconductors (with NZS Capital)1h 44m
- 5 Oct 2021Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More1h 25m
- 10 Aug 2021Andreessen Horowitz Part II2h 55m
- 27 Jul 2021Andreessen Horowitz Part I2h 6m
- 24 Mar 2021Rec Room Part II (with CEO Nick Fajt)1h 58m
- 2 Dec 2020Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring1h 32m
- 2 Sep 2020Epic Games2h 28m
- 17 Mar 2020The Top 10 Acquisitions of All-Time1h 51m
- 25 Mar 2023#367 – Sam Altman: OpenAI CEO on GPT-4, ChatGPT, and the Future of AI2h 28m
- 9 Oct 20261066. Andy & DJ CTI: Dell CEO's Wife Susan Dell's Appearance At White House, Trump Admin Cuts Off Microsoft From Visa Program & 9/11 Confessions Thrown Out1h 33m
- 2 Nov 2026Building Legal Agents When You Can't See the Data - Jacob Lauritzen, CTO of Legora1h 7m
- 16 Sep 2025Challenging the Average With Open-Source AI: Hugging Face’s Thomas Wolf30m
- 13 May 2025Building Better Answers With AI Agents: SAP’s Walter Sun28m
- 17 Dec 2024Collective Learning With Generative AI27m
- 12 Nov 2024Sharing AI Mistakes: Partnership on AI’s Rebecca Finlay38m
- 15 Oct 2024Never Too Much AI: Upwork's Andrew Rabinovich33m
- 6 Feb 2024Bonus Episode: Generative AI Trends for 2024 With Tom Davenport26m
- 17 Jul 2026The CIO Agenda for AI (with IBM Consulting)56m
- 9 Jun 2026Mozilla CTO: Why Most Enterprises Don't Control Their AI57m
- 26 Sep 2025Former Accenture Tech CEO Reveals Top AI Mistakes to Avoid | CXOTalk #89543m
- 12 Feb 2025An Advanced Look at AI Agents, Part 2 | #86853m
- 17 Jan 2025Enterprise AI: A Board of Directors Perspective | #86656m
- 19 Mar 2026Strategy Summit 2026: Why AI Means Radical Change30m
- 25 Apr 2023Reid Hoffman on Building AI and Other Tech More Responsibly34m
- 15 Dec 2025Stack Overflow users don't trust AI. They're using it anyway1h 11m
- 1 Dec 2025IBM CEO Arvind Krishna says there is no AI bubble after all1h 17m
- 27 Oct 2025LexisNexis CEO says the AI law era is already here1h 11m
- 7 Aug 2025GitHub's CEO says AI coding is ‘here to stay’58m
- 25 Feb 2026Reid Hoffman: Shaping the AI Era, Investing in Transformation and Calling on Europe55m
- 30 Apr 2025SAP CEO: European Tech Leadership, Cloud Innovation, and Performance Culture58m
- 2 Apr 2025GSK CEO: Drug Discovery, AI in Pharma, and Changing Company Culture54m
- 13 Mar 2024Microsoft Chairman & CEO: AI, chip shortage, empathy, and poetry37m
- 9 Aug 2023Vice Chair and President of Microsoft: AI and Geopolitics33m
- 12 Apr 2023Jensen Huang Founder and CEO of Nvidia47m
- 16 Sep 2026The ROI on AI is obvious in these industries40m
- 9 Sep 2026Zapier wants to be the AI hub where all your agents connect38m
- 17 Dec 2025‘Like Disneyland when it just opened’: Arm CEO Rene Haas on the AI revolution24m
- 17 Sep 2025How Microsoft is democratizing safe AI38m
- 27 Aug 2025Inside how The New York Times leverages AI40m
- 27 Nov 2024How to make AI more responsible, with Navrina Singh38m
- 20 Nov 2024How agentic AI will save customer service, with Bret Taylor38m
- 6 Nov 2025Meet Snowflake Intelligence: A Personalized Enterprise Intelligence Agent with Sridhar Ramaswamy42m
- 29 Aug 2024Cloud Strategy in the AI Era with Matt Garman, CEO of AWS42m
- 24 May 2023Going Full Send on AI, and the (Positive) Impact of AI on Jobs, with Kevin Scott, CTO of Microsoft54m
- 12 Nov 2025Satya Nadella — How Microsoft is preparing for AGI1h 27m
- 21 Jan 2026Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos31m
- 11 Jan 2026Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google, and Amazon1h 26m
- 28 Aug 2025How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)57m
- 2 Apr 2026297. Boards in the age of AI46m
- 10 Jun 2025GitHub CEO Thomas Dohmke on Copilot and the Future of Software Development1h 9m
- 16 Nov 2023Unlocking the Power of Language Models in Enterprise: A Deep Dive with Chris Van Pelt52m
- 20 Oct 2026Proving AI ROI in Pharma Marketing - with Kellen Winters of Novartis22m
- 24 Mar 2026From AI Experiments to Enterprise Value Driving Real Business ROI - with Dan Diasio of EY39m
- 24 Feb 2026Overcoming Skepticism and Driving AI Adoption - with Umesh Rustogi of Microsoft27m
- 7 Oct 2026Software That Never Breaks: OutSystems CEO Woodson Martin on Building Enterprise-Grade Apps at ...1h 10m
- 6 Aug 2026Models, Harnesses, and Multi-Agent Systems49m