Microsoft ($MSFT) podcast mentions
Per Ticker.id: 590 Microsoft ($MSFT) mentions across 53 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-15.
That's where referrals are so important to us. Our team member referrals are one of the best ways to actually get your foot in the door and get an interview. It's a recommendation. Someone with integrity, someone with skills versus, I have experience in Microsoft Word. Whoop-de-doo. My toddler can figure that one out. I don't know why we're all still stuck on that one.
George Kamel · The Ramsey Show · Build A Life That Doesn’t Depend On Debt · 2026-10-15One of the other components with these companies is attached to this factory are a number of other very profitable, durable revenue streams like Google's or Alphabet's, right? Like Microsoft's.
Speaker C · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15I used to own all of the Mag 7s. But I bought them at very different points in time. I bought Microsoft when Satya Nadella became CEO in 2013 to '14. I bought Facebook after the half of it, after the fiasco they had in 2017 with Cambridge Analytica, and the other half after the metaverse fiasco where people decided that Mark Zuckerberg could not be trusted to run a company. I bought Tesla just ahead of the COVID correction. So I bought them at points in time because at that point in time I wasn't buying them for AI. I was buying them because they looked undervalued to me given what I thought about their future. And I make that point because people always look at the Mag 7 and say, I could never have bought the Mag 7 because they're such expensive companies. In the last 20 years, each of the Mag 7, including NVIDIA, has had at least 3 or 4 points in time where they were incredibly cheap because of something that happened to them. I bought NVIDIA in 2018. I'd love to tell you I saw AI coming.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15Perfect. We have that. We also have an enormous, I think it's $200 billion in deferred revenue, revenue, revenue that will be realized in the coming years coming from Anthropic, I believe. Right. And Microsoft has its parallel universe over there with OpenAI.
Scott Trench · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15So let's see if we can torture this analogy now that we've, we've set it up. It feels like to me and probably everyone else that, that AI is this gravitational body in the American economy right now. 4 companies— Amazon, Microsoft, Alphabet, Meta— are going to spend, I don't know, $750 to $1 trillion, uh, $700 billion to, to $1 trillion this year, maybe mostly on data centers. And, uh, Michael Symbolist at JPMorgan says tech capital spending was 40 to 45% of of US GDP growth through the first 3 quarters of, I think, last year and even more into this year. And 42 AI-related companies produced 66% of the S&P 500's earnings growth since ChatGPT launched and 78% of the price return. So all this fresh spending, all the earnings are all around the gravity of AI. And there's this small— it's a small— it's a ton of light that's being emitted from a kind of a relatively small place.
Jake Taylor · The Acquirers Podcast · Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert · 2026-10-15We should respect ourselves enough, truly, to demand better than the default settings that our apps, our email, our phones come with. The default settings of all of our technology are designed, by the way, by people like me, These are cognitive neuroscientists, behavioral neuroscientists that work at these companies to get you hooked. Because if you think about this, by the way, what's the bottom line for even Microsoft Outlook? Forget like TikTok and like all of that, just leave that aside for a second. Like the boring stuff that runs the world, email for those of us adults, right? What do you think the bottom line is when you have a company that has an annual contract with another company that installs things like Slack, things like just communication software. How do you make sure that you re-up that contract? You show engagement. At the end of the year, you go, look, look at these engagement numbers.
Phone Addiction Scientist · The Diary Of A CEO with Steven Bartlett · Phone Addiction Scientist: Doing This Gives You An Hour Back Every Day! | Dr Sahar Yousef · 2026-10-15Xbox, they started a lab to lean into vibe coding and decompiled games. They recognize that it's good for players but it might challenge the business model, but they're in a unique position being owned by Microsoft to potentially change their business model and not be so reliant on quarterly earnings. And so, uh, Asha Sharma over at Xbox is winning accolades, a lot of love on the timeline for her. So she said, today we're standing up Xbox Labs, labs.xbox.com, and you should pull up the website because it's very, very cool design. Showing all the different Xbox intellectual property in some fun things that you can like click buttons to change the style. But she sent this note to the team. In recent weeks, we've seen games rapidly decompiled and rebuilt to run on hardware they were never originally intended to support. Windows PC builds have been translated to run on Apple Silicon, ported to run inside of a web browser using WebAssembly.
John Coogan · TBPN · OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN · 2026-10-15And then the moment you have growth normalizing, even if it's still at an impressive rate, a stock, a retail stock in particular, trading at 33 times earnings, a premium to some of the best companies in the world, like Microsoft and Google, well then it can be punished really dramatically, even if for the most part the brand is healthy. So I would say the brand is strengthening, but comparable sales really is the number I'd watch most closely because it's the truest read on whether existing customers are still excited about the product.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15explain to the audience why that's the case, because it's counterintuitive. You and I know it innately having watched this movie for a couple of decades, but explain to the audience why that is occurring, because people would think, well, at big corporation like Microsoft or Anthropic should be able to make the best software. That's the most— because they have the most focus and the most resources. Why, why is that not the case?
Jason Calacanis · This Week in Startups · The Ex-DeepMind Researcher Taking On China’s Open Source AI · 2026-10-14What's funny is that America was originally both ahead in closed and open intelligence, uh, but because America and the West, right, is— this is— there's nothing unreasonable about this, right? We're, we're capitalistic, you know, that's— I think it's actually a very powerful and great thing like about this nation. And, uh, the way to make money on very expensive intelligence to train initially is by monetizing the model. And that's why the model is closed, because if you want to extract margin from the model, you don't want to give it to your competitors, so you close it. It's actually operating systems, right? Microsoft MS-DOS, those were closed operating systems, and Windows, closed operating systems, and the open stuff came later. And similar with mobile, So that is just a pattern that, you know, things that are economically valuable, they start closed and then they kind of percolate into the open. If they're, if it's a foundational technology that really matters. Um, that's why it started closed here.
Misha Laskin · This Week in Startups · The Ex-DeepMind Researcher Taking On China’s Open Source AI · 2026-10-14Xbox. They started a lab to lean into vibe coding and decompiled games. They recognized— that it's good for players, but it might challenge the business model, but they're in a unique position being owned by Microsoft to potentially change their business model and not be so reliant on quarterly earnings. And so, uh, Asha Sharma over at Xbox is, uh, winning accolades, a lot of love on the timeline for her. Um, so she said, today we're standing up Xbox Labs, labs.xbox.com, And you should pull up the website because it's very, very cool design showing all the different Xbox intellectual property in some fun things that you can, like, click buttons to change the style. But she sent this note to the team. Yeah, look at this, Jordy. So— and then click the different— not the email sign-up, but at the bottom, there's, like, keys that you can click. You can click, like— yeah, you can make it dark mode, light mode, color, black and white, green, and you can cycle go through all these things.
John Coogan · TBPN · OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · 2026-10-14Yeah, but there's a lot of hyperscalers that don't have launch capacity, but they feel like they've like sort of dipped their toe in. I'm thinking of like that solar plane that Meta was working on maybe a decade ago, or Google had a balloon project and Sergey Brin built a big blimp and like there's little experiments that are happening. And I'm wondering if there's rumblings of, you know, are we going to hear about Meta and Google and maybe Microsoft Microsoft and maybe NVIDIA saying like, we, at least one of us is like going for it and we're gonna try and partner up with a Rocket Lab or Stoke Space and really get into launch.
John Coogan · TBPN · OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · 2026-10-14Well, I think that that raises the question about potential hyperscaler CapEx forecast. Forecasts because we know that these frontier labs— you look at a name like Microsoft, 40% of their backlog is OpenAI. How much of OpenAI's ability to continue to spend and grow their cloud demand is dependent on their ability to raise incremental capital? So when we think about the hyperscaler CapEx forecasts, yes, we can look at a name like Google and say, hey, higher interest rates really doesn't impact Google. It's interesting, their, their net interest expense is still negative. Even though their interest cost has gone up so much, they still have net debt that is negative. They have more cash than they have debt, so they can continue to spend. But we can't ignore the fact that you need these IPOs in order to be able to create the capital for the Frontier Labs to be able to continue to spend.
Cam Dawson · Bloomberg Surveillance · Bloomberg Surveillance TV: October 14th, 2026 · 2026-10-14Right. So just as another example of the discourse around this, over the weekend, Microsoft's Satya Nadella, the CEO, he put out this kind of long post where he talked about the idea— again, these sort of— I guess we're kind of in this season of like AI executives putting out these long posts, which is like, these are my proposals for how we do business.
Anthony Ha · Equity · Who’s the sheriff in AI’s wild west? (Equity Live at TechCrunch Disrupt 2026) · 2026-10-14Well, it goes back to sort of our theme, which is durability. I think this is the startups that can solve that and sort of, again, be the answer to these companies that are reacting. Not only does it make the larger company that they might be serving as an enterprise customer durable, but it also helps them either raise funding or exist as a company and become more durable. To me, what's really gonna be interesting is not just just how many little slices or little fragments of this sort of security question in different startups. But then how many of these startups end up getting acquired? Because I don't know if they're all gonna fold or fail or whatever. I actually see a lot of opportunity for the Microsofts of the world to go, oh, that's an interesting startup. Oh, that's an interesting startup. Let's just fold this in instead of having them as a customer.
Kirsten Korosec · Equity · Who’s the sheriff in AI’s wild west? (Equity Live at TechCrunch Disrupt 2026) · 2026-10-14