Microsoft
☆ WatchMicrosoft Office is referenced in the context of interoperability with Lovable. observed
51/100
Venture signal
scored above 36% of unstaged peers
stage unparsed
Outlook Stable
WATCH
Why this score? ↓ stale — 24 unprocessed events
Microsoft Office is referenced in the context of interoperability with Lovable. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 192 signals in the last 60 days back this number.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
↗ Strongest signal: funding_magnitude (30% of the score).
The skeptic's read what this company has said, judged against what happened
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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
jensen said to me on the pod he's like nobody comes close microsoft doesn't come close you know google doesn't come close in terms of standing it up in that time frame
i mean listen the same thing's going on at microsoft right satya is out this week saying you know citing morgan stanley's report and saying they're seeing over a 30 return on invested capital in tokens as a service right so in the infrastructure business so i think david's exactly right those are such good businesses
Microsoft is doing a couple of things. Number one, they won a cloud deal, and that's going to be a great deal for them, and it's going to provide them a lot of traction. They just signed up 120,000 users. But the other thing, they're moving away from, I think, lots of bits and pieces of their technology on-premise. So, they're probably net-net, not necessarily making a gain. But they are making a gain in the fact they're modernizing people's technology, and I think that's a step in the right dir
If Bing offers this to, you know, their four or 5% market share, they're kind of, they can lose money on it because they're, they're building that business.
And I think that's why you're seeing some companies that up, uh, uh, Microsoft throw so much capex into ensuring they have the volume of infrastructure necessary because
I think that's why you're seeing entities like Microsoft, Meta, et cetera, who are focused on building their own Silicon, right? They're not trying to replace the GPU. They're just trying to solve for different models that they're running internally.
even the strategic investments that some of amazon is making into some of these lm companies or microsoft is making an open ai are now suddenly subject to regulatory scrutiny
microsoft deal to buy inflection they didn't buy it but they did some sort of 650 million dollar licensing deal took the top talent
the big companies who got a big jump on it microsoft and google and others because they had the vast majority of phds they had all the data and the key unlock within this llm wave was just scale so the response that by startups to pursue vertical ai makes a lot of sense if you you can't compete with microsoft and word or powerpoint or any of their core markets
what we've seen with those is 50 to 75 improvements in productivity microsoft and service now both reported that they work pretty well in the legal contexts too
microsoft's new copilot plus pcs are once again drifting in that direction i can see a world where gpt for omni plus voice plus some stuff built into windows and suddenly your pc that you use can do a lot more and hopefully our iphones too but that's why i'm excited about it because it's better and it's getting better faster
yeah i think there's a chance open ai might become uh on an economic basis a complete washout because they are they have this like non-profit kind of concept there and then microsoft has all these desktops and microsoft seems to be launching all the same products that open ai is in the same week google's doing it in the same week google has five six seven products
that do to open ai i think open ai is going to be the first person up the hill they get all the arrows and then maybe they just are a non-profit again and all those users who are paying 20 bucks a month wind up moving getting the same value from their microsoft office ai companion google built-in ai companion that's free apple's ai companion that's free all that stuff may just be free and built in to those dominant players uh so i wouldn't be surprised if open ai's valuation goes down from here
and so that's i guess the lesson here is where will all this activity get consolidated down into and if i were to make the bet it might be microsoft google and open ai uh meta twitter you know like the people who have the data people who have existing networks so i think
microsoft's announcement was around laptops that have chips that allow you to record your desktop kind of like that startup rewind ai is doing i think it's the name of it and microsoft's just building that into windows and you're going to need some power
if you look at inflection getting gutted and bought by microsoft without getting bought to avoid like ftc or you know whatever
And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most people don't trust those companies when it comes to their data.
Clearly, Apple is feeling the pressure, just like Google did, of open AI, and Microsoft releasing tons of features.
Microsoft has been one of the most valuable companies off and on for my entire life. So thinking about just value preservation clearly stands the test of time, enterprise and consumer, huge businesses, AW, sorry, Azure, open AI. That's an easy one.
Microsoft, a woman who's a very talented person named, you may know her, Michal Braverman Blumenstic, who runs Microsoft Israel. She had worked at a number of startups in Israel and wound up at Microsoft through acquisitions. And she was pinpointed as the person who should head up, be the CTO of Microsoft's cloud and AI security division. And such a Nadella wanted to move her to Redmond to go run this division out of Redmond. And she persuaded him that the best place to run this division would b
My favorite example of this is Microsoft's old vision statement, which is a computer on every desktop. In every home.
feel like the way Microsoft when Microsoft did their dividend their stock just went sideways for a decade and it's like every conversation about Microsoft is about the dividend not the products they're creating and the profitability and the earnings of those profits how much is our dividend going to be and not how much are you investing in R&D and I just I don't like it as a decision but I
I think your point James is astute which is Windows the new Windows coming out is awesome and I was talking to a guy senior senior guy most senior guy at Nokia at the event and he was showing me the Lumina and how gorgeous it is I mean
if you've played with that Windows operating system for mobile it is buttery I mean it is as nice as oh it's nicer design wise and much more avant-garde and beautiful if you were to show the Android device the Apple device and the Microsoft device and say who made each one you would say Apple use the products
like you said, we, we need years to catch up with the existing products to reach feature parity.
He sold it to Microsoft, which was heartbreaking to me. He sold it in 2015. He had, I think, 13 million users for that.
So in the book, I suggested that these companies like Microsoft, Google, Amazon, you know, pursue something called alternative certification.
and they obviously tried to and pretty much successfully um kneecapped netscape when they used to charge 50 bucks for a browser back in the days
microsoft was known as being vicious to their partners in the 80s you know lotus one two three and word perfect obviously replaced by excel and microsoft word
windows is a platform where things that are bigger than windows can be born like the web a platform can only serve society if its rules allow for this
a lot of the creators i know are moving to windows why are they moving to windows because apple products are too expensive and they're closed and you can't add memory and you can't add hard drive space easily you can't open the box up and do what you want from it
they have slashed their app store fees to 0.0 dollars and they allow any seller to use their own payment system this is the most disruptive thing we've seen in a long time from microsoft a company that's doing actually fabulously but they're not known for maybe being too disruptive these days this is hugely disruptive in windows 11
Microsoft is larger than anybody ever really anticipated, including people in the industry
but microsoft and ibm were in fact uh disrupted by google and amazon
So, uh, Google Cloud grew, I think 54% year over year in Q2. Azure was 51%. So very, very close there.
She did do that with the Activision case. Uh, she got Satya Nadella to guarantee for 10 years, that call of duty would be on other platforms.
If you're a member of Activision, there was a question would, you know, Microsoft allow Activision to be on other platforms and, um, not have exclusives for Xbox, their platform. And, and, and, and they basically said they're gonna do that.
OpenAI is 49% owned by Microsoft. And then Sam says he hasn't owned any shares personally, but he controls the nonprofit. Anyway, this would be a big gain for Microsoft once again. Microsoft has made some big gains from their investments over time.
this is why microsoft and google have massive advantages is because they're just involved in your day-to-day life so much more than
me do dark mode but it won't let me change my pointer speed because that's like a very common
kind of the examples you're giving could be really powerful for for someone uh like microsoft to implement alongside you know these models that exist
the value of this being on the desktop level and in the operating system level sunny is that it has a hundred percent access in some ways it's like a dvr of your desktop a digital video recorder of your desktop it should know not just my browser history but it should know everything that's occurred on my desktop
i think it's kind of useless that in this current form it's just a window that's open but it's ambitious
And I think it, you know, does justify that, you know, Microsoft is still supporting, you know, open source, which, which is important here.
Microsoft is kind of on this unique straddle there. They're open sourcing lots of unique pieces of content, uh, the additional frameworks that you need around, um, uh, like LLMs, but they're gone all in with open AI.
Microsoft is losing $20 a month per user on average on Copilot. And some power users are costing them as much as $80 a month. But again, they're losing 20 a month on average.
Google docs, right? And Gmail was, and that whole Google office suite was a way to make Microsoft office cheaper.
So if that can happen with developers, that can happen with accountants. It can happen with lawyers. It can happen with designers. It can happen with strategy. People have people who make PowerPoints.
Anybody who knows a developer hears from them that they're 10, 30, 50% faster. It depends on the task and how unique your code base is.
They know where they're going. They know what's up. I mean, co-pilot is the obvious proof point here.
Satya in his comments mentioned AI almost 30 times in his opening statement. Here's a quote with co-pilots. We are making the age of AI real for people and businesses everywhere. We are rapidly infusing AI across every layer of the tech stack for every role and business process to drive productivity gains for our customers. So they know. Perfect.
Microsoft announced that it bought back $9.1 billion worth of shares this quarter, which is technically it's Q one. They have a offset fiscal year. Um, Microsoft beat on top line and bottom line. The stock's up almost 4% or it was as of, you know, noon Eastern time. Uh, 2.55 trillion dollar market cap. Q one revenue 56.5 billion up 13% year over year up 1% quarter over quarter. Net income. 22.3 billion dollars up 27% year over year up 11% quarter over quarter. Azure was the big winner up 20. Sti
you can tell it's a great deal because when you first hear it you're like oh my god they made microsoft look foolish then you look at microsoft stock price and i will i'll ask my producers to tell me what microsoft stock price went up you know since they announced the 10 billion investment i'm guessing it's gone up 100 billion
don't own a board seat that is absolutely bonkers but they do own 49 of the company uh so that's insane so this is also kind of a governance problem here
withholding information about a security breach uh or downplaying a security breach with a company like microsoft which is at the center of security because they have the largest footprint of desktops in the world i believe still by far and we all know if you've had a windows machine previously phishing viruses there's all it's the biggest it's the biggest surface area so it gets the most attacks in fairness to them
ignite where they launched a bunch of new um functionality that's built around open ai you know upwards of 10 different co-pilots and uh you know gpt-4 offerings for their enterprise customers this has to be you know incredibly um kind of i guess worrying right
Microsoft has tied their revenue and future products to open AI. Yes. That is what they've pitched wall street and it's what they've pitched consumers and developers and consumers, consumers, enterprise, and developers are their three-legged stool. Yes. They went all in with developers for the open AI, uh, platform consumers for being, and then enterprise for co-pilots on office. Yeah.
he's put billions of dollars into this. He staked the reputation of Microsoft on this innovation.
when OpenAI had problems, what did Microsoft do? Microsoft went in and said, we'll take the entire team. We'll gut it.
Noteworthy is that OpenAI's fund has outside LPs, which include none other than Microsoft.
ten thousand dollars a hundred thousand dollars like tableau level stuff and it's all been cracked and it's available and uh it was kind of funny i bought a couple of cds there just to you know give them to the engadget folks and be like hey look you can just buy this stuff but yeah nobody pays for windows as an example in china windows is basically free there and i think that's why a lot of subscriptions are happening but it's a give and take right yeah
there's custom chips within amazon and microsoft as well
I mean, my Lord, this guy is like, he, I mean, this is, people were like, Microsoft is cutthroat back in the day. It's, this is getting super cutthroat.
Uh, congratulations, uh, Satya and Nadella to running the table on everybody.
Yeah, who knows, but I mean, you would think in order to pull this off, they must have figured out a way to make those investors whole. And I think there's been some back channel about. But they're finding some way to do that, but this is putting somebody, you know, who's super qualified. And, you know, he was on the podcast. Mustafa was on the podcast this summer, August 17th, episode 1794, when his book came out. And, um, this is specifically, he's going to report to Satya Satya, and he's goin
Microsoft obviously is, you know, become the world's most valuable tech company, huge market cap. Now they added to the market cap after this, and they are under obviously regulatory scrutiny, like all of the major big tech companies, Apple and Amazon included.
i think this technology is so powerful that putting your entire company in the hands of microsoft and open ai or google and google cloud some folks might feel uncomfortable with them having so much say in what they're doing right that's how i would read it and they want to be able to not be to not have that dependency right so that's what i think i would read in here is open source means not dependent not taking a huge risk which is so funny when you think about it because we used to have this e
and 63 said they were using microsoft
open ai plus microsoft plus google gemini or maybe the google apple alliance which seems to be emerging we talked about last week so if you have these two competing factions open ai plus microsoft and then over here you have google and apple
When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microsoft, Google, they've made very public and very bold pronouncements about where they want to be from a CO2 emissions point of view. They want to get to net zero by certain dates and time. So they've really put themselves a little bit of a box because the core of their business is demanding more and more electrons. Most of that electricity, about 60%, wants to come from nat gas, bec
Microsoft is currently working to actually get a nuclear power plant to turn back on just so it can help power its data centers with low carbon energy.
obviously they had microsoft's help with all the capital and cloud credits and whatnot to be able to scale to where they are
inflection which was the first one right that microsoft pulled off um and got sulaiman who's now like the in charge of all their ai efforts like that one sort of feels quite a bit like that it's unclear what inflection is still working on and in fact microsoft just rolled out this new product which looks like the product that inflection was doing the pie product right with their their new ai thing so like it seems like that was that situation
other groups like Constellation with Microsoft, as you mentioned, want to co-locate data centers by nuclear facilities, ramp up the production and then go to work.
going back to Microsoft's, uh, earnings call Satya Nadella, a man who was putting a lot of his eggs in the AI basket, um, said that, the good news for us is that we're not waiting for the inference, i.e. demand to show up. If you sort of think about it, this is going to be the fastest growth to 10 billion in any business in our history and it's all inference. So I think there's a case to be made that the demand is higher than they can supply.
which was only achieved after bing raises price factor 17 fold after they had to deal with open ai and we could not afford the 10 that we were still using bing on
microsoft has way more individual holders through index funds
Sam Altman, you know, Satya Nadella, you know, Microsoft, they know what they're doing. They know this is going to cause, as Bill Gurley points out, regulatory capture.
they're in competition with aws and microsoft azure which has all the
i would say i'm guessing the issue is that um they needed more capacity because of the chat gpt deal yes and azure i wonder if the those gpus are part of the azure cloud you know and and they're just abstracting them so when you buy from azure it's using the core weave cloud do you think that's what's happening that's my guess or they're offloading some of open ai's uh compute they committed to open ai off under core weave would be another guess of mine
on one hand jason i'm so impressed with this company and on the other hand i'm kind of thinking is this just a temporary blip based on microsoft not having enough gpus at the moment
um satya nela ceo of microsoft went on that podcast and talked about things and he said that the core weave deal was a one-time thing
Microsoft, as but one example, wound up being able to sell their products in China and block Chinese pirates from doing this kind of stuff. And this will make our industry stronger ultimately.
Microsoft and ChatGPT, OpenAI have licensed content from people and paid a fee to do so.
I always go back to that Satya Nadella quote from a few months ago, where he did that interview and he's talking about, it's not replacing people with AI, it's AI and people working together to make something better than you could do before. And I think if you, if, if CEOs maintain that philosophy, we're going to be okay.
I think Microsoft seems to be going pretty gradually. 3% is a fairly reasonable number.
it feels a little self-defeating for a company that's profitable... they're just telling their staff that they should not expect to work at this company for more than a couple of years. Cause they'll get too expensive. That's just brutal to institutional knowledge, keeping senior staff who are critical.
it's a level of getting fit in austerity. It is very appealing to shareholders and it's very disturbing to rank and file.
And this will have a very deep impact on the bottom line. Uh, if we can show the markets, Hey, we're doing more with less. We're growing 10% a year or whatever they're growing while cutting 600K salaries.
if you started with Microsoft and you had a four-year grant and Microsoft shares doubled since that time, you might've been given a $250K salary and $100K a year or $200K a year in stock rents, but they could have doubled. So now you've got people making $600,000 a year. I got to think that there's some bean counter somewhere looking at this saying, Hey, the company's going to function perfectly well on with 97% of the talent.
It's been confirmed that they cut 3% of the workforce around 6,000 people.
Gone are the days when Google was warehousing talent. Today, people don't want talent.
Things are going smashingly for Microsoft and they're doing 6,000 people just hit the bricks.
I was shocked at just how many of these cuts in Washington state from Microsoft in this riff were software engineers, because what does Microsoft make? They make frickin software, you know? It strikes me as a very different era in tech.
In their most recent quarter, 25.8 billion dollars worth of net income, Jason, up 18% year over year. That's nearly 10 billion dollars a month in profit and apparently not enough.
Microsoft, which has record profits. Am I correct, Alex? Record profits at this moment in time? Yes. Record profits.
i remember so vividly the era of microsoft that was like anti-open source didn't want to work with other people wanted to crush all markets and now satya is like we want everybody to come party with us come on in
if you're running azure you need to support everything obviously and if you're satya nadella uh you probably want to have a strong relationship with elon in the chance that his model becomes better than chat gpt's which is a significant chance... why would you limit yourself to having a relationship with just the top you know model
i'm also very excited to see that microsoft has added x ai's grok models to their azure ai foundry business which is essentially the place where you can run models on top of azure's compute systems... so to see microsoft say we're going to host every major commercial model period to me just speaks well for at once having lots of competitors and also to people having the option to pick and choose and tinker you're not locked in to just one
microsoft recently changed the accounting of its depreciation jason okay pushing it out by one more year i think it was four to five from four to five okay so call it a half decade
How many of these, how many of these backdoor acquisitions have there been?
the first one that kicked this all off was the Microsoft Inflection AI deal that was back in March of 24, $650 million in cash. It was an IP deal. That's a common refrain in these acquisitions. Took the founders, most of the talent, and then the company pivoted to the enterprise.
Essentially, OpenAI wanted to buy all of WindSurf. That didn't work out because Microsoft was a sticking point as they sort out some deals with IP between OpenAI and Microsoft.
Then you got the Mac 7, in some cases, pursuing models. Uh, I understand Amazon has a model now. Apple was doing something in vision and images. This is Microsoft. Obviously we know Gemini doing very well at Alphabet. And then Meta has, um, Lama.
It's just all very weird, but it's a real testament to how great their product is. Um, and how the utilization of it and their product cadence, how often they release new stuff that despite all of the hair on those deals and the corporate structure, they're able to keep this thing growing and the revenue growing.
But this de-risks them, Jason, because if they have their own model, they don't have to pay anyone else's margins. So in time, I can see Microsoft moving away from open AI's models for stuff inside of the Microsoft world and still offering them, of course, on Azure and so forth. But this strikes me as Microsoft saying, we don't only have open AI in our pocket. We do have our own smart nerds who are cooking up their own models.
this one shot up to the 13th best model in the world, which I think for a preview from Microsoft's AI division for their first model of this sort is quite good, but it's still very, very far behind what open AI has cooked up. Because right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's far down below.
But Microsoft, I'm guessing has seen enough to know that that relationship is not reliable
And Microsoft, which has a very deep relationship with open AI, but let's call it perhaps tenuous at times conflicted because they own 49% of the company until it hits some amount of revenue, this whole convoluted deal structure, um, that, you know, is a headwind for open
this is exactly the the rough version of what happened to microsoft in their doj settlement their antitrust settlement was effectively an oversight where lawyers at the doj were the product managers and had not effectively veto right but you had to approve product features before you could push them for 10 years you know this is essentially what caused bombers rain just be so you know in ominous is like you couldn't do anything because like you had you had a plan to do something and you'd have t
And if Xbox has Call of Duty and Sony PlayStation doesn't, or the next console doesn't, maybe it does. You could make the argument.
And there's nothing fundamentally monopolistic about what would happen if you let Microsoft and Activision come together.
I still think this Microsoft Activision deal on balance gets done, because if you take the absolute values away from it, the reality is that it's an adjacent part of Microsoft's core business.
microsoft had an absurd quarter uh their revenue hit 51.7 billion up 20 percent in the quarter 20 percent year over year pays for 200 billion dollars in revenue in 2022 and their net income was also up 20 plus percent at 18.8 billion so the money printing machine in these companies is just extraordinary
I wouldn't quite say it was that extreme. And we actually had other OSs. I mean, we licensed Unix from AT&T and tried to develop our own version of Unix in the late eighties. That didn't work out. Um, but yeah, he, he, he was aggressive, but, you know, the, the stories probably exaggerate some of that stuff.
we built, we built a strong partnership and it was, it was, yeah, for the most part a win-win.
put it into google disney facebook microsoft google you know those big names that we know 10 years from now the companies in all likelihood netflix going to be around be valuable have some giant consumer base so your money should go up greater than the inflation who knows you know long term
89% of our startup advertisers utilize them. And I'll tell you why. Think about all the effort that goes into creating interest within a prospect. You have to nail the value proposition, create compelling content, find them, and then message them with enough frequency so that they engage. You do all that, you get them to your signup page and you know how many of them are going to convert just 2%. That's so much value that marketers are failing to capture. And it's a big reason why LinkedIn marke
I mean, honestly, 10 years from now, I would not count out Microsoft, I really wouldn't. I think the HoloLens, I mean, for one thing, it's got a lot of military contracts. So it's just I mean, it's being actively used in military applications right now. And so I think that that is something that that just grows its capabilities, right? Like they get to test it in real world, and it can trickle out to the consumer. And I'm not sure. I mean, to me, it'll come down to what the ecosystems look like.
I do have a feeling that Microsoft will figure it out. Obviously, they have a lot of HoloLens related technology. Obviously, they're willing to throw money at basically anything at this point. So I think Microsoft will will figure it out.
It's interesting because they have 70 they have 75 billion in profit this year.
Microsoft has made many that potentially reduce competition when it includes gatekeeping of which Microsoft is certainly still guilty, right? They're still
they have managed to evade the antitrust scrutiny
Satya Nadella is that he is crushing it. So he's so quiet, right? He's not in the mold of the CEO that is in the news.
I have yet to identify a misstep by Satya Nadella at all. Even the hardware, even the surface hardware is pretty cool.
they don't reveal exact revenue, for example, LinkedIn, Azure, which is interesting. Smart. They don't want to tip their cards, right? They don't want any, they don't need Google and Amazon finding out exactly how much money they're really making on, on Azure
The cloud business, of course, continues to be bonkers as your revenue alone up 46% year over year, intelligent cloud revenue up 26% to $18 billion. And then personal computing up 15%, Xbox up 10% year over year search and news
LinkedIn up 37% year over year. Yeah. Makes total sense. I mean, if you just think about LinkedIn as solving problems for business people, like hiring, marketing and marketing, like just those two things, finding leads and finding employees,
the big takeaway for me was that they matched earnings on gaming, and that was almost $5.5 billion in revenue, which sort of helps to explain why they're continuing to invest there. But again, when you look at where all of this money is, first of all, it's still in Windows, right? It's still in the boring stuff. Productivity and business up 19%, $15.9 billion. That includes LinkedIn. LinkedIn, LinkedIn up 37% year over year.
Its revenue was up 20% year over year this quarter to 21. 20% on a very big number. Zero. Like, who thought Microsoft was a hyper growth company? Just saying. On pace for almost $200 billion of revenue in fiscal year 2022, which would also be a 20% increase over 2021.
Microsoft may have, in the words of Jim Cramer, had its best quarter ever. In its history. Do you have supply chain woes, other companies? Microsoft does not.
Microsoft absolutely crushing their earnings. They're printing money. Satya is doing an amazing job. He's like the low-profile, just absolute assassin in tech.
Sony and Microsoft are trying to shore up their libraries to make their consoles more appealing.
in 2000, Microsoft got the exclusive rights to Halo made it an exclusive, it became this huge hit.
I mean, it does make you wonder if these are going to be platform exclusives going forward, or if Microsoft and Sony will take the approach that Microsoft had, which is like, we'll make Office for Mac, we'll make it for PC, we'll make it for Android. And, you know, Steve Bomber tried to stop or I guess he held back Office for iOS and Office for Android so that they could try to do their own operating system. And Satya Nadell, I guess coming on the show soon. Definitely. He released Office on And
Microsoft has already come out and Bungie has already come out saying we're not going to make the Activision Blizzard games Microsoft said exclusive.
microsoft nvidia and okta okta were all hacked over the past few months
And that's why Microsoft created the Microsoft for Startups Founders Hub. This hub provides founders at any stage with up to six figures in resources. Wait until you hear about this ridiculous list of perks. You're going to get up to 150,000 in Azure credits based on your stage and size. You're going to get technology benefits like free access to GitHub's enterprise tier technical advice from experts at Azure and Microsoft Cloud super helpful one to one mentorship from their mentor network, plus
The HoloLens project is probably not going to be around in a year. I think they're going to lose the military contract. I think it's going to dissolve. It's been an organizational disaster, I'm told. And they are working on something consumer with Samsung, actually. But I wouldn't put a lot of chips on that.
Microsoft, well, all their senior HoloLens people have gone to Meta. I see every week.
if you work at a big company, uh, like Microsoft, you could potentially move 1.5 billion dollars out of fossil fuels.
once we have customers who already have sustainability mandates like Microsoft, Apple, et cetera, clearly care so much about climate change.
So these are bigger companies that are older. So they've been around for many years with their employees saving like a Microsoft or an Apple. They each have 10 to 30 billion in a single 401k plan. And about 5% of that is in fossil fuel companies. So if a plan is 30 billion, that's one and a half billion dollars in fossil fuel companies.
microsoft created the microsoft for startups founders hub this program provides founders at any stage with up to six figures in resources wait until you hear about this ridiculous list of perks you're going to get up to 150 000 in azure credits based on your stage and size you can get free access to github's enterprise tier technical advice from experts at azure and microsoft cloud one-to-one mentorship from their mentor network exclusive benefits and discounts from companies like open ai huh ve
So still really compelling cost savings. By some estimates over 90% of startups will go out of business in year one. That's why Microsoft created the Microsoft for startups founders hub. This program provides founders at any stage with up to six figures in resources. I kid you not wait until you hear this ridiculous list of perks. That's just sitting there waiting for you up to $150,000 in Azure credits based on your stage and size free access to get hubs enterprise tier technical advice for exp
I mean, they came out of nowhere and won that big Jedi contract. Yeah. They're not messing around in the slightest in cloud.
AWS, Microsoft, Azure, and Google have 65% of global spend on cloud computing. ... Amazon 33% market share, 22% for Microsoft right behind them. This Q1 2022 from Synergy Research Group. ... Microsoft has made a big push. I will say it's pretty impressive that.
if Microsoft hadn't been throttled in the nineties, um, uh, what would things look like today? They would have crushed Google. They would have, you know, just like they had crushed Netscape and that was, what it was, what it was, what it was over. They would have just given every single windows user free search, you know, free Gmail, et cetera. And every time something new came out, they would just use their platform to integrate it.
microsoft created the microsoft for startups founders hub this program provides founders at any stage with up to six figures in resources i kid you not you're gonna get up to 150 000 in azure credits based on your stage and size you can get free access to github's enterprise tier and you're gonna get technical advice from experts at azure and the microsoft cloud you get one-to-one mentorship from their mentor network and exclusive benefits and discounts from companies like open ai and the best p
Blizzard certainly had tens of millions of RTS players that believe Microsoft also does with, uh, age of empires franchise
microsoft doesn't care about making a profit here they just want the lighthouse customer right so they can build that ad business and add yet another avenger to the stable i mean microsoft is just absurd every single cylinder is firing there
there's a huge loss for google and a huge win for microsoft uh in terms of building their ad networks
in q3 of 2022 uh they had almost 3 billion in ad revenue so that's 12 billion a year out of their whatever they have in revenue per year which is i think probably in the 200 billion range so this is not a small amount of revenue ... this is like six percent of their revenue
microsoft really i think interestingly just you wouldn't think of microsoft for this right as the like help you build out ad supported infrastructure um but microsoft is probably one of the few at this point that is a big enterprise software provider like this who also doesn't have a streaming service
doing great today yes microsoft ... netflix has named microsoft as its global advertising technology and sales partner so we have a double interesting business story one microsoft winning business from a huge player netflix ... microsoft is going to power it amazing this is nothing short of amazing
when you duck duck go you're actually using microsoft bing bing is actually crawling the web
either you need to have a distribution advantage which is why bing did okay
By some estimates over 90% of startups will go out of business in year one. That's why Microsoft created the Microsoft for startups founders hub. This program provides founders at any stage with up to six figures in resources, I kid you not, you're gonna get up to $150,000 in Azure credits, based on your stage and size, you can get free access to get hubs enterprise tier. And you're gonna get technical advice from experts at Azure and the Microsoft cloud, you get one to one mentorship from their
LinkedIn has surpassed 10 billion in ad revenue over the past 12 months.
I think that is a good trade because I think that's going to bring a lot of advertisers. Last quarter had three last quarter. Microsoft reported 3 billion in revenue, uh, in advertising.
I'm considering Microsoft right now. And that might be a trade I make later this week. Microsoft won that deal with Netflix.
they are so far behind Amazon and Microsoft cloud, they have to spend money, they have to cut deals that are more beneficial to the customer, ie cost them more money, enabled to really gain a foothold in this space. So they have to spend more, especially now we talked about Microsoft bundling. I mean, there's things that and levers that Microsoft can pull that perhaps Google cannot because they don't have that same enterprise presence.
Google, like the alphabet earnings, much like the Microsoft earnings are a story of how a draw is as good as a win.
I did write a column for the Atlantic just a couple years ago about how Microsoft is just like, we're skating right under just cruising under by just being the good guys.
there are so many other Darth Vader's in the tech ecosystem now that I understand why Wall Street kind of ignores that antitrust threat, because there are so many to pick off and lawmakers, regulators are so bad at doing this. I mean, Microsoft in the 90s is a cautionary tale.
the bundle is coming back, right? This is what got Microsoft in trouble in the 90s. Yes. And really did, you know, it was extremely transformative for that business. You could argue that it cost Microsoft, certainly a solid decade. That's why, you know, Microsoft didn't do a mobile phone, there was like a lost decade of innovation and acquisition. Then there was sort of a decade of stabilization. ... But I think you're absolutely right that especially if there is that pullback in spending, those
No one talks about that with Microsoft. I think in these moments, that advantage becomes really evident.
Microsoft is in this really unique position, they already have all of these enterprise customers. So the fact that they're signing, you know, billion dollar cloud contracts shouldn't be too much of a surprise. But it does make you wonder what the other hyperscalers, Google and Amazon are doing, what the trajectory of the cloud market is in the future, you know, is Microsoft in a better position with all of their enterprise customers, with their focus on cybersecurity. Another thing when companie
they forecast that it's going to be 40 plus percent growth next quarter to be able to do that in the current macro environment when a lot of their customers are looking at reining in costs is pretty incredible. Does raise the question, do they have a good grasp? But it's Microsoft, so you have to assume that they do. That is just a huge amount of growth.
These numbers are just wild. I mean, we bow down to Satya Nadella. The CEO has just done an incredible job essentially creating a fortress. And that is what we are seeing now. I mean, this business is so resilient.
All right. Well, let's dig into Microsoft in particular, because I do think when you resilient is such a good word. And when you look at resilient, and you look at the moves that Microsoft has made over the past, I mean arguably decade, to put itself in the position to absorb a lot of shock. I think that showed in this report. Now, granted, Microsoft did miss on revenue slightly, the stock dipped a little bit, but it's been rebounding today, year to date, like you said, down slightly over 20%. T
And what Microsoft and Alphabet told us is that, you know what, they're pretty resilient. So collective sigh relief for now doesn't tell us what's going to happen for the rest of the year, however, and that is riskier, I'd say.
azure coming up so fast that's microsoft's cloud 55 billion dollar run rate okay 46 percent year over year last quarter grew 49
ass they needed yep now they have to justify their resistance and i think slack is still winning
1000% Microsoft startups. We're on a mission to help all founders grow, innovate, no matter their background, progress or location. So really trying to close any type of, you know, inequality gap, any type of wealth location or access gap. We know it starts with the resources. And so that's what we're starting with. You know, a plethora of resources, starting out with Azure credits.
Like you mentioned, we have, you know, a plethora, a smorgasbord, if you will, of first party offerings in terms of what we can provide to the founders. And again, we're just trying to go from anywhere from the back office type of thing in terms of from MS Office and from a DevOps perspective, we want to be able to get you squared away with GitHub and so many other resources as well.
there was a big announcement with microsoft that like teams and all these the microsoft productivity suite is all gonna happen in the metaverse and you know satya's like i'm all in on this and it's funny because it's easy to dunk on it but the best use case for vr right now is work and it turns out it's made microsoft detroit a lot of money
i think you look to microsoft google uh and apple and other companies that have so much money they don't need to do a riff
I think Roblox is not going to align themselves with Facebook. Anybody who would partner with Zuckerberg is crazy. Anybody who partners with Apple is brilliant because you know what Apple's gonna do? The Apple's not creating a Roblox competitor. We're going to try to buy the company. They're going to try to find a thousand different developers to make Roblox like experiences for their headset and they're going to make $800 every time they sell a headset like they do with their laptops and phones
And for they had 4 billion hours engaged.
11.3 billion went up in September, went up. That school started exactly that that daily active user number went up, which makes me wonder if there are schools building program right there might be educational games being built on top of this.
the number of hours of engagement is crazy. And I also think the number of daily active users is bonkers. 52 in the q2. They had 52 million point 2 million people using the product every day.
market negativity and the CNBC bitching. Sorry, pardon my language and just be like, actually, we're killing
Do the kids playing Roblox care about the stock market, Ukraine, Taiwan, Xi Jinping, Iran, bonds, the deficit? No. What do they care about? Mm hmm. They you know, they play games with their friends. Exactly. And so there are going to be businesses that grow through the storm.
So it's great to see them growing again. I think this is part of this bottoming out process.
So there's, so obviously Stable Diffusion valuation of a billion dollars.
And so I think this is why warren buffett is in love with apple And many people are in love with microsoft and in a down market People are going to look at these fundamentals
if you look at microsoft and apple They do buybacks I think microsoft gives dividends, right? So you start to look at those two companies. They're saying you know what we're tech companies We're growing at this incredible clip, but we're also going to give you a lot of value here in terms of how we manage This business and throw off cash in the case of microsoft. It's the dividend in case of apple They do a lot of buybacks
Than a company that does not have financial discipline. We better own apple better own tesla better to own uber better own microsoft
When you look at the gross profit of Google, or Microsoft or these other companies, they've got that really big fat gross profit line, and not a lot of operating loss there because their cost of providing the service is much lower because it's software, they don't have to give a huge chunk of their revenue to the music labels.
Microsoft started taking it seriously five to 10 years ago.
nobody is going to be immune from belt tightening. And so everybody's tightens their belts. Everybody gets austerity measures, as we call them. You're going to see it impact every single company in all likelihood.
Overall, great company. I own the stock. I'll continue on the stock might even add to it in a down market.
Satya has done an amazing job with cloud and moving this company to a new business model where people pay for subscriptions. They've done an amazing job challenging and catching up to AWS.
Operating income $21 billion for Microsoft.
Microsoft did warn, according to the Financial Times, that revenue growth from Azure was going to slow by five points in the next quarter.
Windows OEM revenue... dropped 15% year over year.
But for the first time ever, Microsoft cloud metrics exceeded 50% of the overall company's growth.
Microsoft doesn't disclose specific segments. So if you wanted to know Azure's revenue or LinkedIn's, they kind of bundle these things together. That's for competitive reasons.
We always said ... the last companies to fall would be the strongest ... when they start to see their market caps and their stocks come down and when they start to see the headwinds impact their growth, that's when we'll know that the recession is really sort of hitting its final stages. But here we are, Microsoft has basically their slowest revenue growth in five years.
LinkedIn revenue up 17% year over year. And that's down 9% from last year. And last quarter, it was booming 26%.
Search and news ad revenue was up 16% year over year. Now, last quarter, again, the growth rate was 18% year over year. So that is slowing down in terms of growth year over year.
Azure and other cloud services revenue is up 35% year over year. Now, last quarter, the growth rate was 40% year over year. So you're starting to see the cloud computing revenue is not growing as fast year over year. It's down a little bit, right? But it's still growing.
Their current market cap is $1.75 trillion and their stock is down 30% in 2022.
Microsoft reported for its fiscal Q1 2023. ... Their shares are down after reporting their slowest revenue growth in five years.
you saw microsoft azure all of these assets i think are going to miss and they're going to slow down
aws's growth has slowed down so cloud computing is slowing down we saw that with microsoft
phone is microsoft the mighty microsoft couldn't beat the combination of the duopoly of android and ios
You've seen the benefit of that in Seattle with Microsoft more recently.
yeah i mean those things alone are like a line item or two in any startup's budget and you could redeploy that with an extra sales executive designer developer just by recapturing those credits the microsoft for startups founders hub has no fundraising requirements it's open to anybody you don't have to go to some elite program to get those credits that only takes five minutes to apply and startups can get up to six figures of benefits right away sign up for the microsoft for startups founders h
so let's face it financing is one of the biggest if not the biggest roadblocks that startups face today through founder sub we're alleviating some of the financial stress of starting a company by providing tons of free resources for founders so we provide founders of any stage with up to 150 000 in azure credits which is huge because that can be used to do anything from building your prototyping to a lot of our founders are using that for conducting experimental development without eating into y
Yeah, so we built Founders Hub based on the feedback from hundreds of founders. We spoke to founders at all stages of their journey. So ones that were just starting out with an idea, to those that had actually built successful companies, just to better understand what their challenges and pain points were as they were building their businesses. And we found three challenges that kind of rang true regardless of where they were in their journey. The first one was that founders need access to coach
66% of the cloud computer market together. Oh, all three together. Okay. All three together. Yeah.
This isn't a huge surprise because evidently it was part of Microsoft's deal when the FTC opposed suit to block the Activision acquisition. Microsoft said, well, okay. One of the concessions we'll make in advance is that we promise not to oppose any unionization efforts at Activision. So presumably these employees saw this opening and went for it.
So I think so Zenimax is what is unionizing. It's not, you know, it's not specifically Microsoft. It is a holding company of game studios that Microsoft bought in 2020 for seven and a half billion dollars. It owns fallout, elder scrolls, doom, um, has about 2300 employees and 300 of the employees who work as quality assurance testers have voted to unionize in Maryland and Texas, which includes, um, doom makers in software arcane and Bethesda, the teams that are behind red fall and starfield, whi
Microsoft did try already rolling out like an AI based chatbot, and it immediately went full racist, sexist, like, there are there are going to be real concerns about algorithmic bias when you roll out something like this at a massive level to everybody
for Microsoft to integrate this as a loss leader because they can also license this technology on the backend. Like this is an interesting case where most likely do we think that Bing is going to make money. Like Google makes money when you click on stuff and they make money with ads being may move to a completely different business model, like a subsidized search business model where you get an answer and then they just there to, and then this, every time you and I use it, it trains the machine
If the cost per search, you know, is a fraction of a penny for Google. So as Google, uh, fixed cost of their network of computers, right. You know, they may have to spend a little bit extra every year. You know, the, if the number of searches increases, the cost per search goes down, but people are saying this might be like a nickel or 10 cents. Every time you have chat GPT do something, but of course they're on Azure and Azure is a fixed cost business as well. So I was like, well, we got all th
I want to know the relationship between Microsoft search and open AI. I know this investments. I know all this other stuff. They're using Azure, I understand, as their cloud. But I want to know if they have the exclusive right to search. I'm going to make a J trade right now. I'm going to get out of my Google shares. And if Google doesn't release a competitor in 100 days, I think Microsoft Bing has the exclusive on this for search. If that is the case, and if Google and Sundar do not release som
that's how microsoft gets you they do think they changed but they didn't
it should probably not be locked up by you haven't helped us even though they seem nice now microsoft
the non-cynical interpretation of that is that satya nadella remains the freaking goat that microsoft made this unbelievable mafia deal that is frankly worthy of bill gates at his peak in the 90s
one thing that microsoft needs is to see that cloud computing number go up chat gpt is an application that makes that number go up ... if they're spending three million or 10 on azure that's a billion dollars a year ... open ai could lose a billion dollars two billion three billion dollars a year of microsoft's investment money and round trip it back to azure and then sec gets involved
microsoft obviously and uh open ai have a deep relationship
greatest ceo in tech or i have a very contrarian take on open ai yeah and uh very interesting to think about the relationship between azure and the billions of dollars open ai is apparently spending on cloud computing with microsoft we'll talk about round tripping and some of the back channel there
the concept of vaporware not only you know would they copy something bill gates would tell the sales team tell everybody we have a lotus notes competitor coming out in six weeks or six months or whatever it was allegedly um but i don't think it was legit because i experienced it the microsoft folks would be like hey yeah we got a lotus one two three competitor you probably don't want to install lotus
they kind of put a gun to their head and said if you take windows you got to put this on the desktop this being uh internet explorer right so i think that they were barred from doing that
nobody ever got fired for picking ibm nobody ever got fired for picking microsoft
i don't think microsoft is doing anything wrong here necessarily right like it may be somewhat anti-competitive but not illegally monopolistic those are those are two distinct yeah things
i do think that microsoft is a little bit unique uh in its ability to bundle so what so tamath is right about the power of the bundling uh what they do is i think it's called the e5 bundle they have all these products that virtually all enterprises use from office to you know active directory to you know there's like a whole long list of them and so what they've done is they've created one price for all of those products they sell as a bundle under a wall-to-wall enterprise license and what they
then imagine that your company pays for microsoft yeah you're not gonna have zoom or slack no of course saturation
that could all be explained by the microsoft headwind right it could just be anybody who's got the office suite just says hey we have this um we don't need to put slack in we don't need to have a separate system
they didn't see the competition coming and maybe they didn't pour the resources into slack to improve its offering so that they wouldn't be so easily killed off by microsoft
this is a common issue in the m a world we saw this acutely at microsoft and google before
the problem has been... exacerbated by the fact that microsoft started bundling what is effectively slack's core offering for free into office so that's microsoft teams teams exactly microsoft comes along like oh we have teams we'll just make that free and all of a sudden everybody's like well i'm not paying extra for slack because our whole organization's already on microsoft and now we have that
I mean, this is the classic, your margin is my opportunity. So Google's, uh, revenue comes from search. Microsoft doesn't need to be profitable on bang. They can be profitable on office and the windows franchises and their software platforms.
Beefing up the offering is great. Yeah. The problem comes in when money is, you know, making a circle, right? So suspicious. And that's where. So suspicious. Get involved and say, is this, are we, are you increasing the velocity of this just to, you know, increase the value of both organizations in a non-organic way?
the ultimate goal is what Satya Nadella announced today, which is integrate these tools into Azure. So make a little money from open AI, spending money on Azure. Sure. Make some money from open AI, whatever it becomes as a company, but fundamentally goose the product offering that is Microsoft Azure so that you can catch up with the competition and keep making money in the biggest money making space that exists in computing right now.
And that might be incredibly high profits, uh, for Microsoft. So chat GPT is the worst interpretation. Chat GPT created something to goose Microsoft earnings.
This is then becomes the issue that we've been talking about with round tripping around tripping when one big company invests in another company. And then that other company gives them money back, according to reports, the revenue being booked by the work being done by chat GPT is Microsoft cloud revenue. Um, and so I think that that is now become codified to, to use the word from the previous discussion, uh, we're now getting some, um, uh, some feedback on that. So you have like Microsoft payin
Um, and now here we see it, open AI has essentially given Azure, their own Watson.
Microsoft CEO Satya Nadella announcing that Microsoft will integrate OpenAI software into Azure, its cloud computing platform.
Yeah, so we built Founders Hub based on the feedback from hundreds of founders. We spoke to founders at all stages of their journey. So ones that were just starting out with an idea, to those that had actually built successful companies, just to better understand what their challenges and pain points were as they were building their businesses. And we found three challenges that kind of rang true regardless of where they were in their journey. The first one was that founders need access to coach
we should however take this moment of course microsoft also cut about 10 000 jobs this week so even the wildly profitable big tech giants are cutting i would almost say presumably to at this point just like juice the stock price right or just take this opportunity to be like get rid of the low performers
you know microsoft has many offices around the world and it's a lot cheaper in those international offices to hire you know high quality tech talent
this the one right in the middle median yeah not average because you have some huge paid people there uh like ceos and management but the median yeah i mean it's bonkers 67 percent higher than microsoft
so that means there must be people who are looking at this and all the money being made and if you have data that's in chat gpt3 right now like if they scraped quora or if they scrape reddit you got to think reddit's on the phone with sam altman or microsoft saying or yelp so if you're yelp or quora you've got to be on the phone with these people saying are you indexing me to train your ai if so we're going to file a lawsuit you need to take us out so i can see gpt4 getting worse as time goes on
like the rollout i mean for all of open ai's original stated intent we are now fully in beg forgiveness rather than ask permission territory like we're full steam ahead here and damn the consequences
about the unfore unintended consequences because winning is on the table now i think that's right
because microsoft wants to win and so all of the so unintended consequences don't have to be unforeseen and we are choosing to be like monkey see no evil
they obviously have headwinds with azure doing really well for microsoft and that's growing faster than aws is so aws uh could be a little bit challenged here and you could see azure catching up and certainly chat gpt and that being available as part of azure that's headwinds i'm also seeing in startups microsoft startup program uh which advertises here on the program they give a hundred fifty thousand dollars in azure credits and aws i don't see doing similar startup promotions and so i think a
the round tripping would involve Microsoft getting that large percentage that i mentioned of open ai's profits while also being its largest customer
in the case of Microsoft they're going to reap a portion of open AI's profits when and if it becomes profitable until they get to the 10 billion dollars that they initially invested
Microsoft has been very upfront about how they intend to incorporate OpenAI features into its Azure cloud services
Google and Microsoft are now locked in a possibly existential race to get to and deploy generative AI soonest
they left because they were concerned that Microsoft's first investment in open AI would set it on a more commercial path and detract from its original focus on the safety of advanced AI
Because we know that when Microsoft introduced a chat bot without a filter, then what you do is you use this thing to be like, write me a poem to horrifically harass everybody at my school.
none of this is ready for prime time
the information that the ai bot presented that was inaccurate and in some cases apparently invented which is kind of bananas
What Satya Nadella has learned apologies is that the Trump playbook works.
Microsoft has no shame about this thing.
Now more people have logged into Bing, downloaded the Bing app because this thing is outrageous and insane.
It sounds like they're goading Bing on here. I need to see the actual back and forth. Of course they are. Yeah, they're tricking it to say these things. But as I said earlier, this thing's a parlor trick.
for example, a reporter for the AP used version one of Sydney and noted that it grew increasingly hostile when asked to explain itself eventually comparing the reporter to dictators Hitler, Pol Pot and Stalin and claiming to have evidence tying the reporter to a 1990s murder. The Bing chatbot also described the reporter as too short with an ugly face and bad teeth.
It's already been toned down once by Microsoft, which they announced in a blog post on February 15th. They admitted in that post that the chatbot would occasionally respond with a, quote, style we didn't intend to certain types of questions. It said that, quote, very long chat sessions over 15 questions can confuse the model on what questions it's answering. The model at times tries to respond or reflect in the tone in which it is being asked to provide responses that can lead to a style we didn
it appears that in the case of Microsoft's Bing AI chatbot, which is informed by but not the same as ChatGPT. There may be far few, it might be like a really open loop, so much so that not only does it hallucinate, it goes a little bananas and starts attacking people.
the excitement of last week with Microsoft and, uh, and, and Google is sufficiently deep pocketed competitive competitor is basically saying, I am going the state of the art for search is no longer going to be a wall of links. Many of which are ads, um, the state of the art is going to be this succinct answer that people can consume and they'll be much happier with it than a wall of links.
Microsoft for startups founders hub. It's a no brainer, they're going to help you scale efficiently while preserving your runway, how are they going to do that? Well, they're going to do it with the best startup program I think we've ever seen up to $150,000 in Azure credits plus access to open AI APIs. Think about that, as well as the new Azure open AI service. And listen, there's other things that Microsoft has available to you as part of this program. How about free access to GitHub and Visua
875 million members now.
They are well over 10 billion dollars.
LinkedIn is a five billion dollar a year advertising business alone.
Microsoft bought that for 26 billion dollars.
absolutely so uh the work that we've been doing with open ai over the last few years has really set ourselves up with a foundation around uh we've built this sort of ai supercomputer from the ground up and we've been looked at everything from gpu configurations to networking and things and really what we're now able to do is sort of allow startups to access all of this innovation through our founders hub so we've been building this to do something at scale so startups can now build their own ai
First of all, we've got a benefit that we offer our startups. They can get $2,500 worth of open AI credits so they can get access to the latest and greatest models that open AI are delivering. But then they get access through the hunt up to $150,000 worth of credits that we offer through founders hub to leverage the Azure open AI service, which has a full SLA around it. So when they want to go into production and really have that reliability that we provide with the Azure SLA, they can leverage
we've been spending a lot of time really building an ai focused supercomputer we went back and looked at everything the gpu configurations the networking to really get it right to be able to run these large language models as uh and make them available uh for startups through the azure service that we now have that you can get through founders hub and so yeah it takes a lot of compute power but we've managed to optimize that we've spent a lot of time working with startups to help them optimize t
I do think that cloud is going to see significant gains because of AI.
And, and they did layoffs too. And they're, um, get, you know, uh, getting people back to the office.
fiscal Q3 calendar Q1 Jason, uh, 18.3 billion dollars.
windows, not so good. Everything else, medium good
And Jamin Ball, who used to be at Redpoint and is now at Altimeter, I think. Anyways, he does a lot of really great analysis on, on, uh, tech stocks. And he said, I think that that 1% works out to like 450 million in revenue for Azure AI already as a run rate. Yeah. Yeah. So that, that's, that's actual real, you know, nine figure dollars that, that, uh, I think matters a lot.
is already attributing 1% of Azure's growth, which is their public cloud to AI in the next quarter.
Azure growth, 26% in the next quarter. So pretty good looking ahead.
I do think it's going to go faster than self-driving is my long answer to your short question.
But now that cat's out of the bag and Microsoft's going for it, you'll see more coming out and it is important for them.
these large language models have really been the game changer. And that's really thanks to open AI and the work that they've done. And it's obviously our partnership there has helped us really get ahead of the game on this.
part of the arrangement that they have with Microsoft is you get to like, well, we're provisioning enterprises and so forth, you know, Microsoft's doing a lot more of that. And Microsoft's not exclusive in the open AI stuff. It's just they're, you know, kind of building it out, putting it on Azure, you know, these kinds of things.
the largest scale compute is Microsoft and Google, you know, together with, you know, their various, you know, allies and adjacent, you know, like open AI and whatnot.
um we we offer a a much more privacy focused version of of uh of this experience in the sense that um your companies that that don't want to run on a public api that don't want to send their code to microsoft open ai or others um we we offer private cloud solutions where enterprises are able to um host their own version of our um system
first of all we've got a benefit that we offer our startups they can get two and a half thousand dollars worth of open ai credits so they can get access to the latest and greatest models that open ai are delivering but then they get access through the hunt up to 150 000 worth of credits that we offer through founders hub to leverage the azure open ai service which has a full sla around it so when they want to go into production and really have that reliability that we provide with the with the a
if you tried this with copilot for instance github copilot or other products um you'd find that um because it is limited to the current file and slightly small bits of adjacent information that are only grabbed heuristically as in algorithmically designed and not learned by the model it would find this difficult
copilot doesn't know the existing code base
Microsoft, for example, which is exciting to see that they've accomplished this, used their vision statement used to be a computer on every desktop and every home.
Absolutely. And really thanks to the partnership that we have with open AI. For the last few years, we've been spending a lot of time really building an AI focused supercomputer. We went back and looked at everything, the GPU configurations, the networking to really get it right. To be able to run these large language models as, uh, and make them available, uh, for startups through the Azure service that we now have that you can get through founders hub. And so, yeah, it takes a lot of compute p
We now have a handful of lawsuits and letters that have, uh, been either filed or sent Twitter to, um, Microsoft about the training use of their data
Whether it's Notion or Microsoft Office or Gmail, we are going to have AI companions, co-pilots in every piece of software.
microsoft is starting to charge up to 40 percent more for ai enhanced services on the existing products so if companies are basically for co-pilot right so if you want uh co-pilot on um you know on a thousand a thousand seats word or whatever yeah what exactly office 365 yeah so they're not they're not saying to charge uh charge more for it um you know this is so i i like here's my take is that uh and yeah i found i found the article so let me just share this with me so i mean 40 extra to test a
Absolutely. So, uh, the work that we've been doing with OpenAI over the last few years has really set ourselves up with a foundation around, uh, we've built this sort of AI supercomputer from the ground up, and we've been looked at everything from GPU configurations to networking and things. And really what we're now able to do is sort of allow startups to access all of this innovation through our founders hub. So we've been building this to do something at scale. So startups can now build their
Yeah, absolutely. So there's two things. First of all, we've got a benefit that we offer our startups. They can get two and a half thousand dollars worth of open AI credits so they can get access to the latest and greatest models that open AI are delivering, but then they get access through the hunt up to $150,000 worth of credits that we offer through founders hub to leverage the Azure open AI service, which has a full SLA around it. So when they want to go into production and really have that
they still have a lot of distribution through windows devices um so a lot of people just go to edge and they can start using bing chat um but people have despite that we won against microsoft in the past like google everyone went and searched for chrome as the first search query on like internet explorer to install it they did that despite the friction they added
people have done comparisons between us and bing and um you know we have like much better accuracy in terms of how correctly we cite things a lot of academic research has been done there uh people spend on an average like two minutes more on our site than bing uh so our engagement is much better there our bounce rates are much lower than bing
And the judge's decision also quoted Phil Spencer, who noted that Nintendo and PlayStation actually have way more console exclusive games than Xbox does in the first place.
Perfect. So not, so I'm going to go above and I'm going to go above and beyond. Not only will call of duty not go exclusive. It's going to be available available for like millions and millions and millions of more people.
So the main call of duty games have never been available on Nintendo. And in February of this year, Microsoft announced that if the acquisition was approved, they would bring the main call of duty games to Nintendo by signing a 10 year deal with them.
So he's basically saying we don't even do that, but here, here is the brilliant move by Satya Nadella. This is so awesome.
It's, it's, it's, it's an ad bundled.
Zero. Zero costs the, the cost of the office suite.
Predatory pricing and bundling is what Microsoft's doing here.
He, once Teams did that, they, everybody on the board, he said, kind of saw this coming. And I think Slack actually made out great selling to Salesforce for almost $28 billion when it did, because Teams just came in and basically killed their growth, it looks like.
It's 20x, whatever, Slack has or something.
Teams was initially added as a free product to Office 365 back in 2017. And Brian, if you could pull up this chart, just look at what happened when, I mean, this just shows you the scale of Microsoft's enterprise customers, right? So the purple line on the bottom is Slack's users, which if you zoomed in, you'd be like, oh, that's pretty good growth over time. And then you zoom out and you see what happens when Microsoft starts bundling Teams for free to, you know, not saying that these are Micro
And then of course you have here, Microsoft saying, Hey, uh, we would like to back inflection, even though they're put $10 billion into open AI. So that's conflicted.
And then bad news. They're facing an EU antitrust probe over how it bundles teams.
Great news. They basically beat the FTC case. They beat the case for the Activision deal.
I know the Microsoft Activision case, we had that breaking news this morning that Lina Khan has lost again. Yes.
And to anchor AI in the way I think about it, in technology, because it's so much of a winner-takes-all market, it usually takes some sort of technology shift to shuffle the playing board. And in those technology shifts, you find some companies that endure, you know, across multiple of them and some that stumble. And if you look back historically, you know, back to at least my lifetime, you had this sort of move to desktop software, which obviously, you know, Microsoft and Windows and Office wer
we felt that between when Microsoft Teams ended the market, there was, you know, two players, you know, between Slack and Microsoft. And we didn't think that it would support, you know, a third player in the market, even though we knew we had a better product
microsoft for example has has decided that they are going to be a net zero company i believe it's by 2030 and as a part of that um they are going to purchase carbon removal offset
And OpenAI has launched Dolly three, we're going to go over that Microsoft has officially announced its AI sidekick called copilot.
I am convinced that Google beats Microsoft slash OpenAI.
right now. You can do anything for 10 seconds. I feel like the next iteration is 30 seconds, a minute.
can you imagine how much money this make and how sticky it would make your app if you had a hundred photos in there of your kids doing Jedi stuff or. Marvel stuff, whatever it is. Like now you unsubscribe and you lose that. No, and your kids are going to want to keep doing it. So this is the future of entertainment.
if you are selling chat GPT subscriptions, there's two ways to go about this. ... if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Times account, connect your Disney plus, connect your Netflix. When you do that, all of a sudden those characters light up, you click on the Mandalorian and you, it gives you prompts already.
I think for now, it's a lot more fun to make these clips than it is to watch them. So I've seen amazing, really funny stuff that has two or three likes that's just dying on the vine, because there aren't enough people watching. Everybody wants to make things. Nobody wants to watch other people's.
They rushed it out for a good reason.
You can use your address, but they haven't added that stuff, but they rushed it out.
it is built for social. It's like a TikTok style app where you're supposed to scroll and you like and you share. But it's as of yet, because it's invite only, it is not very social. There's no good way to find people you know in there.
They're going to get a lot of lawsuits for that. You can also see... It's going to be staggering.
And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits. Yeah.
Sam Altman says it's an opt out, that they informed everybody this is coming. Let us know if you want to opt out or not.
Not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realistically recreate IP and famous characters. But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
Jason, Sora, we talked about it earlier on the show. I have some big news. It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Google Gemini, which means that OpenAI has yet another hit on its hand. If you don't know what Sora is, it's a new social app from OpenAI using the Sora 2 model that allows you to create social-ish videos of yourself using AI. And it has a cameo feature, Jason, that lets you put yourself into the action. I'm
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam. It's just the demand is too high for these shares. If I was an employee, I would sell every share I have. I l
Often they don't want people clearing their entire position and not being motivated because
It's like, this could be too profitable, right? You're not ambitious enough. Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an app and a social network. So they're probably not taking advantage of the moment enough and not putting that work, putting that to work.
I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, make it look like Google with the search box or perplexity or anybody, Brave Search, DuckDuckGo, DuckDuckGo, have it be a search engine and underneath it have all of the top communities. And then it should be studying you and doing your for you page and serving you up stuff. And they really should just assume that the era of free search engine traffic is going to be deprecated slow
Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we talked about it, I think at the end of last year, Reddit put together its own search product that you and I were pretty bullish on, but then doesn't seem to be discussed or mentioned. I never see people using it. So I wonder if their own kind of in-house search portal is a bit of a flop, which surprises me, frankly, given that I thought that was going to be successful.
So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. It was around 240 earlier in the week and now it is down to $208 per share. So yes, a lot of downward pressure there, perhaps from the Google SEO situation.
People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lower rankings.
that they no longer had the ability to pass on the tag, you know, like search results equal 100. And that tag is how people who were doing SEO and how people were doing scraping and any kind of, you know, understanding how Google ranks things, they would load that page one time. Now you have to hit next, next, next, next. You got a low 10 pages, you know, and so you can no longer hit their API and get a hundred pages. That's significant. So a bunch of websites like Reddit, I think Reddit, you ca
I think that's like a backdoor hack for these brands.
So getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them. The other thing that's interesting is these browsers are a backdoor for training data.
So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time.
And in that setup, if they lose a lot of money on inference costs in the interim, do they really care? Because they're going to sell the company anyways.
I thought it was relatively bold of perplexity with a company that, you know, presumably loses money to take on more costs. So I was trying to sort out the why here. I'm curious if they're trying to angle for an acquisition, because as you said, if every major LLM company wants to own a browser, why not go buy one from a company that has already proven its ability to attract millions of people to its browser and maybe grow your overall market share?
I think every LLM will have a browser to do this.
it's not as feature rich as Comet is.
That's probably why they took a little bit of time to launch this. And then additionally, they were probably reading the room.
I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I think your utilization of AI goes way up. It's just front and center in the browser. So you're probably costing them more money and they probably were concerned.
Perplexity, Jason, a company that's best known for its AI Surge products and also launched the Comet AI-infused browser that we talked about on the show a number of times, not only made the browser available for free instead of just for some of its paid users, but also just took the waitlist off of it. Said it had millions of people waiting to use it. And this is a pretty aggressive move. Previously a gated feature, now available for all.
why does one aws region going down impact so much of the internet well as it turns out there's a lot of concentration there because a lot of other aws services are routed through us east one and so if it breaks many other aws regions can have problems so even though it seems like aws is very distributed because it has different regions around the world uh it's not as decentralized as you might think and so the question then becomes why hasn't amazon managed to fully detangle its regions from one
it seems like they're having you know a major network outage every two years at amazon
only because we're building this infrastructure out at such a significant pace and utilization is going up and we're still trying to keep up with uh to our first story the ai bubble all of this infrastructure being built out if it happens every two years i think it's kind of in the bucket of acceptable if you look at energy in california i would lose my energy in the peninsula gosh and you know san mateo palo alto you'd lose your electricity five times a year six times a year so i'm more worried
amazon shares are up 1.3
this could show up in amazon's earnings uh so we'll see keep a note of that alex when we cover amazon's next earnings they sometimes will have to give a credit to all those people for downtime they get a penalty basically written into their contract so i wonder if we'll see amazon stock get hit today or you know this week that people think they're going to lose one percent of their red cloud revenue for the quarter or two percent or something
if your service is tied to one cloud that's no bueno
founders should have their systems able to roll over to clouds that still is a bit complicated but it's not impossible to do and this is why sometimes people will in fact have their um their their cloud spend across multiple instances and then use you know essentially a smart router to send half the traffic to aws and a quarter of it to azure but this is infrastructure cost and it slows down your production to build this kind of resiliency into your systems but yeah it's a good warning for every
this happens to every provider every couple of years which means we experience these type of outages i would say on average every six months right now usually they're corrected so quickly that they fade from memory this one seems to have hit a decent swath of important services
you could see somebody like core weave say hey we're going to take a pause
wait a second you know we were basing it on you know the price earnings ratio what's the price earnings ratio of core weave at this point what's their debt you know you start looking at those aggressive neo clouds uh and hyperscalers yeah you might have a come to jesus moment
one of these data center projects will go belly up or one of these data center projects will um have their valuation just get walloped so there are you know like there's a core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um uh capacity and they're building a bunch of projects there might come a point where they say you know what um we have to pay back and we've got loans and we've got payments to make yeah we're going to pause those two places where w
So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return.
In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K to $3 million checks. They can put 40 of those investments maybe into the $200 million fund for about $5 million on average.
The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
And you will probably understand the fate of the company better than our internal people, because you met the founders in the Series A. And you've been with them for 10 years, so why not stick with them for the next 20?
The Waymo was stationary and it got hit.
Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.
They're going to get there. It's obvious. They are going to build something that hopefully this is the dream. This is the objective. We'll be able to navigate things it hasn't seen before better than the people who are building perfect models like Waymo.
So for everybody like, oh, my God, Tesla's never going to get there. Oh, they're, you know, they missed all these different benchmarks over 10 years.
This could make you build a more even playing field.
Actually, you know, you talk a lot about, you know, Tesla having cars on the road. So many of them, giving them a data advantage. Yeah. Uber has a lot of cars on the road, too.
But I think this is this is freaking awesome. And just to be clear, to double click it in case you're watching the video version, none of that Tesla video was real. It was all synthetic or as Tesla put it, video below is fully generated and not a real video. But I love this idea, Jason. We talk a lot about how, you know, once we get self-driving, it's going to save lives. Here's a way to accelerate our timeline to that point. Fantastic.
You know, frequently late, never wrong is, I think, the track record so far.
So he's often late, but never wrong is what I always say when people ask me for a quote always. Yeah.
They said they believe FSD has been solved. Of course, there's the natural criticism that Elon's been saying, hey, we're very close for a long time. But, you know, he was very close at landing rockets, you know, and then they did and had reusable rockets.
Tesla is training on synthetic data in its FSD regime. This is a video that Tesla shared on X recently, Jason, you wanted to take a look at it. So here it is. And we'll talk about it on the other side. ... And this looks incredibly real. If you showed this to a hundred people, a hundred people would say that's real. So they now have the ability to build situations for the car to navigate. And then test it over and over and over again, which is extraordinary because what are the chances that like
all these companies have been pouring tens of billions of dollars into AI infrastructure. ... it's going to be good for NVIDIA, good for OpenAI, good for everybody.
Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, they're going to get killed. So last year, search was going to get killed. As I said on this program and the other program, my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. ... This is inducing a massive amount of extra activity on Google services.
Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analysts, so you're not going to hire 600 people. What happens to the 1.4 million people who work here? ... they're not going to grow that staff anymore. And I would say they're going to probably redeploy to save face...
I guarantee you, if you're using and you're trusting Sam Altman from OpenAI and their API, they're studying your data. They're studying your usage patterns. I guarantee it. And they're allowed to do it.
If I was a developer of any kind, I would never work with Sam Altman and OpenAI. Let me say that. This is a warning.
Dropping 10% of the headcount in a quarter where you smashed it.
Amazon, 20.2%, the best in 11 quarters over at Amazon.
I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun factor that I think if you think about score composers, that's a huge market buying a song for your, for your TV show or commercial, that process is usually takes, you know, a couple of weeks, even a couple of months going back and forth with the, usually it's like a freelance artists who you hire one time for that gig. You have to go back and forth.
I'm going to rate this tool a seven at the moment. I think that there's still a lot of room for improvement, but I think this is really the first great tool that I've messed around with, um, in terms of AI and music.
So I think that not only is it great for non musicians to play with, to be able to create music for the first time, producers can also use this to help them with their ideas.
And I think that something to point out here is for non musicians, a tool like this really allows, opens up the world of creating music to millions of people. And that's why we've seen crazy ARR numbers in revenue, um, from Suno.
I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspects of a tool like Ableton or logic, where you have more ability to really play with the track.
I think I'll definitely keep paying for it.
Yes, you can. So that's something that's really cool.
It is $30 per month. You get 10,000 credits.
I've been playing with Suno basically all week and I've already, I'm only 1500 credits through, so you really have to be abusing Suno. So it's basically free.
So that's kind of what Suno was looking to implement here as producers are familiar with.
I think something that's really important to note is that Suno is a company that's making AI-generated music. They recently released their V5 model, which was just their newest, most upgraded model. It's great fidelity. The vocals sound really clear. Overall, the song structure is much better. But they also recently released Suno Studio, which is a huge upgrade from what they previously had because it allows you to dive deeper once you start experimenting with the tracks that you made.
The reason why this is blowing up, and I wanted to show it to everybody, is that the face swap is bonkers good.
Literally, here's the Polymarket. What will Coinbase say during their earnings call? And margin, crypto winter, he didn't say, prediction market, SEC, custodial, custody, regulator, institution, staking, stablecoin, shutdown, he didn't say, subscription, he did say, Bitcoin, he did say, Web3, he did say, trading volume, Ethereum, blockchain, et cetera.
Brian Armstrong is the greatest.
Oh, man. So what he did was he punked, is so punk rock.
I went through all the big tech companies' earnings. And one thing that Satya said a lot on their calendar Q3, fiscal Q2 earnings call was that this compute they're building out is fungible. And by that, I think he means you can kind of swap out first and third party demand. So if OpenAI comes to them and says, hey, guys, listen, we only need 80% of that $250 billion marginal Azure commit we made. Well, I think Microsoft can just use it.
Microsoft investing 5 billion after just settling their open AI deal ... now this drops Microsoft investing 5 billion Anthropic will use 30 billion worth of Azure compute potentially so that's pretty amazing ... these companies want each other to succeed so I don't think they're going to be so hard nosed about individual contractual things that they're going to cause a ruckus like Microsoft doesn't want Anthropic to look weak nor does NVIDIA want Microsoft to look like it made a bad deal they wa
Microsoft for four years now has had this six year depreciation calendar. If it was wrong, they would already have some early warning signals and we'll be telling investors about that.
So it's not that egregious.
But this would go back to the Teams versus Slack. If you remember when Microsoft Teams came out, they turned it on for everybody who uses Office 365, whether you want it or not, it was bundled.
the board opted to go for netflix
netflix made this offer they got that 5.8 billion
half the number of minutes now or a third of the number of minutes and some percentage of the revenue
but it's big market share there's no question about it it could be a problem
he's prepping netflix to do a similar correct right he wants to keep them in the game absolutely very smart
netflix is going to give him a documentary series
Paramount can make this deal but they're basically just putting themselves in a very very deep hole of debt taking this money from you know sovereign wealth funds and redpoint capital or wherever they could get it
the difference in the deals if you can it is more money it is more money and they're willing to buy the cable assets correct here's the quote from ellison he told cnbc we are offering shareholders 17.6 billion dollars more cash than the deal they currently have signed with netflix and we believe when they see what is currently on our offer then that's what they'll vote for and then of course they're also suggesting paramount still believes they will have an easier time getting through these regu
paramount also today jason launched a 30 per share all cash offer for the whole company not just the part that netflix wants to buy so we have a hostile
from our friends over at polymarket and there's two ways to look at this data jason uh there is will there be ads in chat gpt by december 31st the market has decided that that's not going to happen currently at four percent and dropping over four hundred thousand dollars in volume there what is interesting though is the fact that they added this march 31st timeline now there's not a lot of betting yet on the extended time frame for will there be ads in chat gpt by then the end of q1 but still no
all right jason here's the charge you wanted it shows generative ai traffic share over time starting 12 months ago working forward to today as you kind of intimated we do see a decline in open ai's market share and the biggest growth here is from gemini which has done fantastically well and we can also see a decline in deep seeks market share but consistent erosion of open ai's market leadership
what this doesn't take into account is that the pie is growing rapidly so even though they only have less than 50 of the market they will still have a much larger business these two things will be true at the same time
i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 of the market
two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impressive incredibly impressive
in what world do those five get less than 10 percent of the market no no world
those four are like truly scary because they've built trillion dollar companies those are the trillion dollar competitors
elon musk it's not a competitor you want to have... you have microsoft and google us and zuckerberg as competitors so those three are the four horsemen of the apocalypse
first person up the hill takes the arrows when you have a hundred percent of the market the only way to grow and when you have these competitors the only place you can go is down
there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep soaring
open ai is the next netscape doomed and hemorrhaging cash microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the ip
there are no live tests for ads in chat gpt
open ai and target partnered to bring new ai powered experiences across retail this is partially open ai doing work for target and also a target application that you can connect into inside of chat gpt
if it was an ad from open ai their idea is to look at the memory and what you've searched for over and over and over again then tell the ai given the history of alex and everything he's talking about you know 20 different advertisements would you serve to him and how would you make the message to him that would resonate and it would be hyper targeted
what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and kind of gross which doesn't give me a ton of confidence jason in their uh product decisions to be honest
They're the two furthest behind people.
I think Microsoft is going to be able to, with their resources, build enough compute and build a competitor to open AI. I think they just need to build their own models. Microsoft needs to get in the game. They should have an open source model.
If I was Satya Nadella, I would have just said, I'll do all this. Just give me another three points. Round me up to 30%.
But this is great for Microsoft. I mean, the Azure revenue, the equity value, this just unlocks a lot.
AGI progress is now going to be independently verified. That's the change now. So it's not up to OpenAI to say AGI has been reached. We're going to have to bring in some expert third party to make the official judgment.
This is what analysts were saying today, is that OpenAI wanted this greater flexibility. Microsoft just wanted to lock in their part ownership and make sure they were going to benefit down the road, but it seems to be all about just like the widest possible avenue for OpenAI to sort of get as big as it can.
What's important here is how much equity Microsoft has in OpenAI. Microsoft owns about 27% of OpenAI group now, according to Bloomberg.
So OpenAI and Microsoft, this is probably the biggest traditional tech story of the day. They have altered their ongoing partnership, Jason, is your call. They've been working together. Yet again. They've been working together. It's very complicated. There are all these different rules. They've sort of smoothed things out and simplified them. So the companies have agreed to drop Microsoft's exclusive rights to sell OpenAI models. So OpenAI is now free to pursue deals with, especially Amazon. The
in the last uh you know last few months we've brought an investment from um nvidia uh qualcomm arm amd all the all the big chip companies and then uber nissan mercedes celantis uh microsoft
I think basically that Facebook is becoming middle America and Twitter is becoming sort of the coasts. And, you know, Facebook is basically a product of middle America, plus kind of like countries outside the United States and Twitter is about, you know, rich coastal kind of people.
One is that the Twitter product is still relatively brittle. I mean, like, at least Facebook has a whole suite of emoticons to say something is a crock of shit. You know, and it makes you feel bad or, you know, makes you feel angry or thumbs down or whatever. And so Twitter's reactionary feedback mechanism to its algorithms is very brittle.
we ended up selling the company for five times as much to microsoft
Pretty amazing turn of events that Microsoft and Apple, I guess it's RIM is also in there, and a couple of other people, to absolutely try to stop Android through lawsuits.
Microsoft's the only one that's even close in terms of actually selling the right product.
And then, yeah, AWS, I mean, you have Microsoft chasing his tail. Bizarre.
So, you know, we were working very closely with Microsoft and some of their services, as well as many other service providers around the world. We'll integrate Kryptana into the platform.
And it's going to be interesting to figure out, like, who are, like, I think Microsoft is a great example.
Sachin Del at Microsoft said, we need to make this transition to mobile, so let's buy the mobile client that's, you know, winning the space and also has the team that can lead not just that mobile into the future, but can take ownership for the desktop. So I think when you look at who's likely to be more acquisitive in the next year or two, it's a company like Microsoft, actually, more than a company like Google. Somebody who has a legacy business they need to transform.
Microsoft has been, I think, one of the most interesting acquirers of talented small companies on the upswing. Sunrise. Sunrise. The Outlook team. Yeah, the Outlook team. Wunderlist. I mean, a bunch of different components. High-quality products.
I mean, it's kind of gotten a little bit buried inside of Microsoft, but you can certainly still get it and, uh, no, we love it.
Microsoft was sitting on $165 billion in cash. So I'm sure they did the same thing. They were like, well, we'll look around, think about what to buy. And it'll be like, not even half.
And so that's where you have to think like maybe, um, second order effects are where you could start to see, well, in the future, there'll never be an Xbox competitor.
Probably going to be great for consumers because now consumers for the same price get more.
I'm thrilled actually that Microsoft is buying Activision Blizzard for lots of reasons, not least of which is I'm a Game Pass subscriber.
I do think they might make Microsoft uh, give up some exclusivity. Like they might say, ah, you can't have COD be a game pass exclusive.
So this means the balance of power was with Microsoft that Microsoft got to extract this from Blizzard.
But they also get Activision Blizzard at a time when its stock is down 30% because the, you know, it's been kind of a show. Right. They've had all the scandals. So was the stock depressed because of the scandals? Was that the headwind on the stock? I think that was a big part of it.
Game Pass has 25 million subscribers. What? That's its subscription. Yeah. I mean, again, this, these are the things you just don't think about, right? You're like, huh? Is Microsoft big in gaming? I don't really know. Hmm. Yeah. Turns out 25 million subscribers globally. And those numbers are as of today via GameSpot. And that's 10 bucks a month, I think. Yeah. Something like that. I mean, I'm a subscriber. It's basically the replacement for Xbox Gold, but now you get game downloads instead of
Because this reminds me of Disney Plus. If I was going to build an analogy. Totally. Disney was selling their content, if you remember, to Netflix. That's why we had Daredevil and, you know, was it Jessica Jones and all these different, you know, um, IP was licensed to Netflix, but then Disney came out with their own. So this feels analogous.
I mean, honestly, I think, like, for hardcore gamers, this is all about Call of Duty. A hundred percent. And bringing those into the same fold and putting it all on that... on, uh, Game Pass. And... and the question of what will they make exclusive and what won't they?
They also get StarCraft, which is a, you know, was one of my favorites. Oh, yeah. Which is a big eSports. Big eSports. Right? So that could be very powerful if they launch... I think the last StarCraft to come out was StarCraft 2. Like, I don't understand how they could have a franchise like StarCraft, Blizzard, and not release another one.
the Microsoft platform, which is the default for desktop gaming, you have Xbox, which I believe is the largest console.
This would be the largest tech acquisition, I believe, ever.
if they put Call of Duty on Game Pass to use... to steal the phrase directly from my brother, that RIP PlayStation. Like, done.
Another incredible, incredible acquisition for Microsoft.
I think Microsoft would like to become Netflix for games.
if it does come down to that definition that would take years to litigate that would be like an unprecedented legal case so if that does happen i think microsoft can run out the clock here and cause massive damage to open eyes ability to flip
i can tell you what's going to happen because i kind of experienced this with with yammer when microsoft bought my company 10 years ago and by the way i'm not critical of microsoft at all they were an extremely high quality acquirer that lived up to all their promises and did everything they said they were going to do i think if you ever get an offer from microsoft you should take it really seriously i think like i said i think they're a great company great acquirer but i can tell you what happe
make sure that version of x is going after a company like adobe versus a company like microsoft because it's much much much easier to build value
Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because they are the most widely held, right? These are the, these are the, you know, the equivalent of US treasuries, in the equity markets, the safest, most predictable, safe haven in times of stress, if you want to own big, chunky cash flow generating businesses that, you know, are relatively unassailable, you couldn't pick four better businesses than those. And so the fact that they see enough in the
microsoft i think is going to release a and there's a prediction as well a search engine with open ai that has a significant impact on google's franchise
i would put deals into two categories one is easy and straightforward and then two is you know cute by half or the you know too hard bucket this is clearly in that second category
open ai is basically a it looks like kind of a microsoft proxy
they might wind up owning 59 of open ai but get 75 of the cash and profits back over time
microsoft is close to investing 10 million in open ai in a very convoluted
I think in enterprise software, it's all thin UI layers on top of very simple workflows.
It's the fact that they can copy Slack, that makes Slack. That means that Slack should lose.
What I'm saying is, they can't cross subsidize their Slack competitor.
But when it comes to software, if your product is the same as the other guy's product, maybe they deserve to win by bundling. And maybe it's okay for them to offer a discount and beat you on pricing.
ecosystem where the big guys can't just snuff out the small guys whenever they want.
I think that this bundling behavior is a form of dumping, where in the short run, it looks like consumers are benefiting because they're getting a Zoom clone for free or a Slack clone for free. But then what happens is once they've hobbled those companies, they raise the price of the bundle. So I think if we want to have a healthy long-term ecosystem, I think this type of bundling behavior is bad. I think it's anti-competitive.
transparency around pricing to the market could be a good governor without having to go down the path of all this antitrust legislation after the fact. I think there is some good advice for regulators there. I think they should focus on anti-competitive tactics and like clarifying what those are,
A really valuable thing for the industry that you could do would be to introduce transparency on ELAs. What are those enterprise licensing agreements? These are these things that these big companies use to throw everything in the kitchen sink into a deal when they sell to a company. But if there was transparency, and there was a sense of how those things were priced, so think of it like the FDA saying here's you have to publish your ingredients, right? And what percentage of it is this and that,
this number here that we're looking at where it says 75 million Microsoft Teams members, 12 million Slack members.
This is actually a lot better behavior for Microsoft than the old days when they would do something called vaporware. They used to announce products to chill people from buying them. So they would announce a Slack, two years before Slack came out just to get people to not install Slack, they did that with Lotus Notes, they said that a Lotus Notes competitor coming for two years, and it never materialized. So I think the marketplace will compete.
if Microsoft, can basically clone the sort of the breakthrough innovative product, you know, let's say they do one every year and then they put a crappy version of that in their bundle. Yeah, 10% or 50% worse, but they give it away effectively for free as part of the bundle. And then they basically pull the legs out from under that other company. So it can't be a vibrant competitor. And then the next year, they'll just raise the price of the bundle. Right. And they've done that with Slack. They'
Microsoft has just been sued on antitrust grounds, or rather, there's a probe by the EU. And this was based on a complaint, actually, from Slack, Slack filed a complaint back in 2020, that Microsoft was basically engaging in bundling or tying of products. The allegation is that Microsoft unfairly ties Microsoft Teams and other software to its widely used office suite.
do you guys know how much money facebook amazon google and microsoft raised combined total before they went public that's very small i mean google is minuscule less than a quarter
in the 1970s companies like microsoft and apple from the get-go had to be profitable
Microsoft is integrating it into their search engine, getting there before Google and Microsoft CEO Satya Nadella. He is going ham. He looks great. He's wearing a tight t-shirt and he is saying he's going to make Google dance, dance, Google dance. He is getting up in their business. And, uh, listen, he is in a distant second place. So it makes sense.
it may all end up with microsoft and google i mean this may end up looking like ios and android at the foundation model level and so you know i think as investors for example on the foundation model side i think it's very difficult to choose just one particularly when the largest one is frankly captive and a proxy to microsoft and they're capping your upside return
i think microsoft had seven percent year-over-year revenue growth google was at three percent i think facebook was sales rose three three percent from a year earlier but at least that was an improvement because it's actually gone down for three straight quarters so yeah but you're down to you know single digit year-over-year growth rates nevertheless most these companies beat expectations so microsoft shares rose nine percent meta jumped twelve percent might be up more now and i guess google got
shareholders are going to start to lose faith if they're not already and are going to start to put their capital with other folks who they feel are better leading and leaning into this new evolution of technology like microsoft and apple and meta
I think google has such an incredible ai advantage over microsoft and you know microsoft is almost solely dependent on open ai this small startup company and all of bing chat is powered by it and microsoft hasn't built out the the infrastructure the team the rigor the depth the models that google has and google made a few strategic blunders you know they shouldn't have been as open with the transformer work that they did and shared that publicly it certainly enabled open ai and others to compete
there's an open source lawsuit against uh microsoft's github co-pilot
well i think clearly the legal strategy that lena khan has been pursuing is not having much success in the courts i mean she just lost this big decision on the microsoft acquisition of of activision but that being said i'm almost starting to feel bad for her because although some of her legal theories may be flawed i do think that these big tech companies like google and microsoft do need to check on their power and so what i would urge is that lena khan needs to regroup maybe figure out a diffe
the crazy thing about all of this is if you look at the the legal strategy of the ftc it's basically that they view themselves as a hammer and every deal particularly if it's done by big tech is a nail and so you know amazon roomba lawsuit facebook some rando little company lawsuit microsoft activision lawsuit and it's that emotional reactivity that takes away faith and trust that this organization is intelligent and sober and well run and that's the shame of it because if you actually look acro
So, um, so, so now, uh, OpenAI is, it's also very closely aligned with Microsoft. You know, Microsoft is really, um, the OpenAI servers are running on, in Azure and Microsoft data centers. Um, so really what you have is, I think, at the end of the day, Microsoft having more control than OpenAI. Uh, they have access to all the source code. They have access to all the weights of the, um, you know, GP4 and future versions. So they have all rights to this, to, to, to think. It's not, um, at any poin
our first customer is Microsoft we have a power purchase agreement to build a power plant with them to come online in 2028 this is 50 megawatts
Satya Nadella. CEO of Microsoft. I just think the gross tonnage of market cap dollars he added in 2023 plus figuring out how to close Activision plus retaining maximum optionality with OpenAI is just a master class in heads down management.
Yeah, it was, I mean, it's a high-quality company for sure.
Despite only seeing, I think, roughly 8% top line growth, the business saw its market cap grow by over a trillion dollars, 1.7 to 2.7 trillion this year. Just an incredible number. I mean, can you imagine if we ever said that 10 years ago, whether anyone would believe it? Consumer and enterprise strength and strategic strength, the fact that they were able to close the activation acquisition in this sort of regulatory environment. And then the strength that Sachs showed and the speed at which he
I think foundational models will have no economic value. I think that they will be an incredibly powerful part of the substrate. And they will be broadly available and entirely free. Wow. So if you think about that, any closed model that operates on the open internet is not very valuable. And any open source model that trains on the open internet will make that so. So that means that things like Google and Microsoft and Facebook and Amazon and all these startups have a deep economic incentive ac
if you looked at the big tech cloud performance in Q4, you could see that there's a bounce back in here. This is net new ARR added for AWS, Azure and Google Cloud.
And then Microsoft gets 49% of all that nonprofit's IP to then go commercialize. And Microsoft has added what, $500 billion in market cap since this whole thing has been announced. So now all that profit has been aggregated into Microsoft stock.
it has been reported that Microsoft owns 49%, right? That's the number? Of the for-profit. In this example, Microsoft, where it says minority economic interest, that number there would be 49,
you see Microsoft doing like pretty heavy handed deals with companies like open AI and just this week with inflection.
And so you think about like all the dominoes that would have fallen if Microsoft had continued, maybe if like Bill Gates had continued being CEO. And there would have been no Google, there would have been no Yahoo. They would have controlled the internet. They would have controlled the internet.
Microsoft had to go through a huge DOJ inquiry and a settlement decree and they were in the penalty box for most of Steve Ballmer's tenure as a CEO. A lost decade, yeah. And the handcuffs came off when Satya took over that business. So I think what I'm trying to say is folks have become extremely sophisticated at replacing round-tripping with these complicated TAC 2.0, whatever you want to call it, credit-oriented deals. They'll finance you to buy their own chips. All of this stuff has to be scr
amazon google microsoft amd intel a plethora of startups grok everybody trying to make now different hardware solutions
Microsoft certainly agrees with that in terms of, you know, how do we make sure that economics are fairly apportioned and so forth for, you know, what we're doing for, you know, this phase of, you know, and ongoing, but like, you know, there's a current tech, new technological wave that's coming and how do you do that?
the Microsoft OpenAI deal came together with, you know, converting the LP into a subsidiary of the nonprofit, you know, kind of saying, look, there's all kinds of benefits that both OpenAI and Microsoft can get from a business deal.
one of the really great technical papers that I love from Microsoft is, you know, all you need is textbooks.
I think Satya is like the best public market CEO of our generation. I think he is stunning in kind of blending combination of strategic insight with also kind of being, you know, kind of return on capital, you know, sensible risk taking, et cetera. And so, the actual thing between your guys' questions in terms of, because I can comment on how Satya thinks with this stuff, is he's both thinking about, like, it's a platform change and you have to be there for the platform change, for productivity,
Satya Nadella, Sundar, Nikesh, Tim Cook, a great example. There are some really great leaders that have run organizations that are already scaled and then taken them to an order of magnitude or two orders of magnitude beyond where they were when they step in.
Satya Nadella, how did he build Microsoft? These are all just like a handful of examples of people that have just tacked on collectively, trillions of dollars of market cap, way more than all founders added together in most companies, but for one or two.
And I think that in the last few years, what we've kind of heard and, you know, some of it has come from OpenAI, but especially from Microsoft, that we're in this co-pilot world and these co-pilots have universally failed. The level of accuracy, the spillage of information, the lack of trusted environment co-pilot has been a complete disaster. And that idea that this kind of amount of technology got, you know, released and sold into these very large customers telling them that the promise of AI
And then in the middle of 92, I called cold Bill Gates. And it wasn't the Microsoft of today. It was a small company and I went up and met with Bill and then he introduced, we talked for four hours about where my business and his business could converge. And the only thing I'll tell you is neither of us had any idea, but it was the start of a discussion. Bill introduced me to a man named Nathan Mirvold, who I'm still friendly with today, who was the first CTO of Microsoft. And I remember being a
multiple i think it'll be more like salesforce or microsoft or google or amazon getting off the sidelines because they've looked at and said you know what the juice ain't worth the squeeze we might as well put our efforts and our capital into buying big hardware and building new products and services but if they think hey i got a chance of pulling this through i'm sitting on all this cash what if i hit another youtube and instagram you know really great acquisitions that were transformative for
microsoft showed weakness in the cloud and then microsoft's down six percent today and you know i
I was a corporate officer at Microsoft for seven years. I never went to a CapEx meeting. Right. Somebody said, well, weren't you invited? I said, no, there were no CapEx meetings. You know, we hired salespeople and software developers. And if we needed an office in Singapore or Munich, we rented it, leased it. And so there was no CapEx.
stayed there for seven years, helping grow Microsoft from 40,000 people to 90,000 people.
You have to look very carefully at Microsoft's deal with OpenAI. Why? Because what you see is the compounding of secrets. There are secrets in the training layer, there are secrets in the model layer, their secrets in how these things are tightly coupled to infrastructure and compute. And what we have to remember is what OpenAI got from Microsoft was an extremely competent partner that built an enormous Azure compute infrastructure to train everything from chat GPT, all the way up to the O3 mode
And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's called semi-private, which is important because it means that some of the questions were held back because the criticism of these models is they memorize the answer. And so RKGI 2, it has not seen the questions before, and it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And then on Humanity's Last Exam, you know, we can call it
I'd say this is the biggest leapfrog we've seen in quite some time.
So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty impressive, right?
They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every four to six months.
Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.
Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
these revenue numbers that I highlighted for Google Cloud Microsoft and Amazon actually include their applications so as you know like Microsoft GCP have pretty sizable enterprise application stacks that are built into that number which gives them obviously the ability to drive cloud usage because they've got demand and sales relationships into those enterprises
in non-AI it's a third a third a third it will it'll take circuitous paths but that's where we'll end up
everybody has everything it all looks effectively the same there's certain products and services that are unique to Microsoft versus GCP versus AWS but by and large the market is big enough and important enough that you'd have to be pretty insane to take a single vendor approach and so what typically happens in these markets is that they start off really small one person has all the share and then as the market becomes very valuable and very big everybody diversifies because it's a risk manageme
it was beneficial situation for Microsoft and GCP and tier point jacal perhaps even Oracle in terms of giving those sales teams which are very aggressive a hard story to go and sell for and say guys you don't want to just sit on AWS in case this happens again we've got better infrastructure we're more reliable etc than these other guys so come and move over to us and that might be a another kind of moment of acceleration for those folks
Microsoft 120 billion and Google Cloud 54 billion but AWS which is slightly larger than Microsoft is only growing 17% year over year Microsoft 26% year over year and Google Cloud is accelerating at 32% year over year and some say getting closer to 40% growth rate
it's good to see microsoft make this pledge and sort of formalize that
I still am a big believer in college recruiting, because at the end of the day, this is going to change the curve by which anyone can pick up proficiency in a code base... the productivity curve of a college hire is going to be much steeper than it ever before. ... we are very committed.
we manage something like 500-odd fiber operators around the world in Azure today. And by the way, I had not myself realized it. A lot of it, you know, it's called DevOps, but it's a physical asset. Things get cut. And when you sort of say DevOps, that means you literally are emailing people and saying, hey, what happened to that fiber cut? How do we repair it? So there's a lot of back and forth. So this network, the person who runs our global network, basically has built to your point about thes
We are absolutely committed and focused on making the PC a great place for local models and local models that then do a lot of the prompt processing and call into the cloud.
the workstation is back. I'm one of the most excited. If you went to CES. Which is great for Microsoft, because you have a nice desktop business. Oh, absolutely.
at the end of the day, we do have the IP.
our biggest business today is Azure business. And the Azure business, the TAM, given what's going to happen is so huge that we now need to be fantastic at building these token factories.
one of the things I learned at Microsoft is 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 in our channel? That used to be, like, the number one thing in our country reports, right? And the total number... Exactly. So channel partners, ISVs, so the number of ISVs who were there. So we used to have a complete marker of how did the ecosystem around the platform get
I remember, actually, you brought back some memories from, this is about a decade ago, when my company Yammer was acquired by Microsoft. We were part of the SharePoint group, and I remember that the product managers there were very proud of the fact that the revenue from the SharePoint ecosystem, meaning non-Microsoft, 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
a company like ours, I have to do everything. It's not like I can just so go live in the future. I have to make sure we're doing a fantastic job of doing hot patching on windows is done with quality, while at the same time building the evals that are improving co-pilot quality, right?
at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on. So what we did is we sort of took those first four roles and combined them, in fact, increased scope and said, let's, they're all full stack builders. So I like that because that's a structural change that allows for us to increase the change, both the work and the workflow between these functions. And so a lot of what is happening inside of tech is that chan
It's a pretty intense time. I'm glad there's the competition. It's quite honestly, at the end of the day, when I look at it, right, as a percentage of GDP, five years from now, where will tech be, right? It will be higher. So we are blessed to be in this industry. It's a lot of intense competition. But it's not so zero sum as some people make it out. High is getting much bigger, much more, the TAM and the just the impact of this tech is going to be so massive. The question then, of course, is wh
So you might clone me working in the HR department or working in the marketing department and have a virtual version of me inside of office.
we introduced something called Agent 365 as a way to give identities.
you'll see us even in the next week, even do things, is while I'm sitting in GitHub co-pilot. It's not as if software developers sit in isolation, right? It's not like the only thing I work on is my repo. I attend meetings. I write specs or others have written specs that I'm implementing. I need to have my repo be consistent with that. So that means using either a straightforward MCP server or a skill, I want to be able to call into my work IQ, which is the co-pilot, bring that in. That's the ty
you made a very bold move for Microsoft to put that in the Windows product, which I use every day on the desktop. But you did that before, it really could recognize the file system and interact with applications. Got a little bit of a lukewarm reception. But now you've been doubling down, doubling down.
You saw just last week, Microsoft stepped up and made a pledge that its data centers will not cause residential rates to increase.
if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the market is completely flipped the other way and what they're saying is we believe that these cash flows are essentially monopolistically durable forever
VentureSignalScore 51/100 for microsoft, composed from 2 of 4 components (index v0 cross-signal), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 1 |
funding.round.announced_on 2022-01-19 artifact ↗ funding.round.amount_usd 2025-10-04 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Realized federal award records for this company — a verifiable, dollar-denominated government signal. Recipient name matched with high confidence; figures are per-award totals from USAspending.gov.
Gray-market attention, not quality. 50+ HN mentions (peak 2873 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention. ▲ 2873 Microsoft Is Said to Have Agreed to Acquire GitHub 2018-06-03 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.5, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-20 | superseded | 0.29 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.5, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_doc | derived | council | 2026-07-24 | promoted | 0.15 |
common_name | Microsoft | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Microsoft Office | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Microsoft AI | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 2873 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 1015 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03", "evidence_type": "rumor", "verifica | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03", "evidence_type": "rumor", "verifica | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03", "evidence_type": "rumor", "verifica | observed | artifact ↗ | 2022-01-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03", "evidence_type": "rumor", "verifica | observed | artifact ↗ | 2022-01-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03", "evidence_type": "rumor", "verifica | observed | artifact ↗ | 2022-01-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=48341578", "title": "Microsoft Office 2019 and 2021 for Mac view-only conversion", "points": 1015, "created_at": "2026-05-30"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03"} | observed | artifact ↗ | 2018-06-03 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03"} | observed | artifact ↗ | 2018-06-03 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=17221527", "title": "Microsoft Is Said to Have Agreed to Acquire GitHub", "points": 2873, "created_at": "2018-06-03"} | observed | artifact ↗ | 2018-06-03 | normalized | 0.20 |
description | AI CEOs from big investors and global investors attended the energy and innovation summit in Pennsylvania. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Microsoft Office is referenced in the context of interoperability with Lovable. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
domain | microsoft.ai | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 950000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 6600000000 | observed | artifact ↗ | 2025-10-04 | normalized | 0.50 |
funding.round.announced_on | 2022-01 | observed | artifact ↗ | 2022-01-19 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "it may all end up with microsoft and google i mean this may end up looking like ios and androi | derived | calc | 2026-07-24 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "microsoft i think is going to release a and there's a prediction as well a search engine with | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start in | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think something to think about is where will the biggest impact be at first? I think obvious | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "This could make you build a more even playing field.", "expected_by": "2028-02-05T19:53:42.085 | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "one of these data center projects will go belly up or one of these data center projects will u | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "you could see somebody like core weave say hey we're going to take a pause", "expected_by": "2 | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I do think it's going to go faster than self-driving is my long answer to your short question. | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I want to know the relationship between Microsoft search and open AI. I know this investments. | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "nobody is going to be immune from belt tightening. And so everybody's tightens their belts. Ev | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I do have a feeling that Microsoft will figure it out. Obviously, they have a lot of HoloLens | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I mean, honestly, 10 years from now, I would not count out Microsoft, I really wouldn't. I thi | derived | calc | 2026-08-13 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I still think this Microsoft Activision deal on balance gets done, because if you take the abs | derived | calc | 2026-08-16 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 320000000000 | derived | calc | 2026-07-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 950000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 6600000000 | derived | calc | 2026-08-06 | derived | 0.50 |
metric.venture.funding_recency_days | 1667.1313 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.2219 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.3917 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.4184 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.4372 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.5199 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.5266 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.573 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.5954 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.7459 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.7625 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.7856 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.8578 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.8656 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1667.9087 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.0584 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.1983 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.2404 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.2982 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.3131 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.3209 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1668.4411 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1677.9768 | derived | calc | 2026-08-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.1116 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.2923 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.3856 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.6338 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.6924 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.7085 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.7872 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.7999 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.8292 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.866 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.9431 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1678.9802 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.0276 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.0639 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.2093 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.2638 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.2768 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.4396 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.4542 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.4711 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.5642 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.7576 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.797 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.8803 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.9114 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1679.9332 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.0655 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.1087 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.2063 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.2383 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.3396 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.3983 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.431 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.5661 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.6096 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.7561 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.7667 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.7813 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.7823 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.7843 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.8183 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.8661 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.8869 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.8985 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1680.9094 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.2553 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.2945 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.3279 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.3693 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.3836 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.4109 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.4234 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.4561 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.4842 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.5221 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.6015 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.6173 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.8043 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.8107 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.9025 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.9529 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.9666 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.9921 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1681.9978 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.0344 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.0686 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.1394 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.2176 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.3329 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.3735 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.4306 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.4578 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.4845 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.4969 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.5285 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.5504 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.5563 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.5939 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.6254 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.6539 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.6704 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.6913 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.7003 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.7299 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.8237 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.9578 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1682.9964 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0051 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0139 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0192 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0404 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0463 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0594 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.0636 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1088 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1165 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1209 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1302 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1394 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1736 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1809 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.1971 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.2856 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.3231 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.3769 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.405 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.4265 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.4669 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.5409 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.5642 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.5779 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.5938 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6276 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6466 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6545 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6603 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6696 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.6895 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.8149 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.8739 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1683.9101 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.079 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.0899 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.0983 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.1408 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.1559 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.1779 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2116 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2164 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2511 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2751 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2789 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.2885 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.3645 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.6152 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.6362 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.6423 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.6723 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.6886 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.7048 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.7071 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.7425 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.8053 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1684.8235 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.1131 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.1498 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.1725 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.1916 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.3978 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.5087 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1685.6409 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.2471 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.3417 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.3753 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.4784 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.4885 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.5439 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1688.6905 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.2397 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.6876 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.7029 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.7056 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.7183 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.728 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.7737 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.8494 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.9259 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1689.9948 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.058 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.1225 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.1321 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.1989 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.2631 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.3233 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.3828 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.6511 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.6902 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.7022 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.776 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.8352 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.8944 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1690.9536 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.017 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.0763 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.1356 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.195 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.2554 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.3163 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.3757 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.4352 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.4947 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.5543 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.6138 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.6733 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.7329 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.802 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.8646 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1691.9238 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.3293 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.3315 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.3964 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.4558 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.5257 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.5851 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.6445 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.704 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.7635 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.8231 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.8827 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1696.9423 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.002 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.062 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.1218 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.1818 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.2416 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.3022 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.3684 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.4284 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.4884 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.5532 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.6133 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.6734 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.7335 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.7936 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.8538 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.9139 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1697.9741 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.0345 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.0947 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.155 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.2153 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.2756 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.3429 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.4033 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.4638 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.5244 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.585 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.6456 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.7062 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.7668 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.8275 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.8881 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1698.9488 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.0099 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.0709 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.1317 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.1927 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.2536 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.3187 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.4441 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.5057 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.5262 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.5741 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.6357 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.6974 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.7588 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.8203 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.8817 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1699.9431 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.0046 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.0663 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.1278 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.1893 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.2509 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.3146 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.381 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.4433 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.4943 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.557 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.6192 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.6813 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.7436 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.7909 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.853 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1700.9487 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.0197 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.0907 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.1477 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.219 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.2905 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.3794 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.4513 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.5226 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.5269 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.5381 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.6096 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.6811 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.7527 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.8242 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.8958 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1701.9677 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.0413 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.1137 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.1855 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.2573 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.3365 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.4086 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.4811 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.5533 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.6255 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.6978 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.7702 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.8425 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.9149 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1702.9879 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.0236 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.0961 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.1687 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.2414 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.3301 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.335 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.4122 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.4857 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.5589 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.6321 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.7054 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.7787 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.8521 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.9258 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1703.9993 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.3997 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.4736 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.553 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.6268 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.7006 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.7745 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.8486 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.9228 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1705.997 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.0711 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.1453 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.2194 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.2937 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.3702 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.4506 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.5318 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.6063 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.6807 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.7551 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.8296 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.9042 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1706.9787 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.0532 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.1278 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.2024 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.2771 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.3518 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.436 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.5047 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.5135 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.589 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.6645 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.7402 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.8157 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.8914 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1707.9684 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.0147 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.0884 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.1621 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.2359 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.3096 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.3914 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.465 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.5501 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.6238 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.6977 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.7712 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.845 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.9189 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1708.9928 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.0667 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.1406 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.2145 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.2888 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.3628 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.4449 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.5191 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.5934 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.6676 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.7419 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.8163 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.8907 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1709.9651 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.0404 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.1149 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.1894 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.264 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.3352 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.3553 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.6412 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.7162 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.7912 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.8662 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1710.9413 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.1325 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.2278 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.303 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.3828 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.458 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.5333 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1711.6126 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.2989 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.639 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.7146 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.7903 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.866 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1713.9418 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.0176 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.0935 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.1694 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.2453 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.3266 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.4026 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.4787 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.5553 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.6351 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.7115 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.7879 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.8643 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1714.9422 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.0187 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.0952 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.1718 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.2484 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.3299 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.4066 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.4834 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.5713 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.6533 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.7325 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.8097 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.8869 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1715.9641 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1716.0411 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1716.1184 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1716.1958 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1716.2743 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1716.3549 | derived | calc | 2026-09-13 | derived | 0.50 |
registry.signals | [{"claim": "Enterprise AI value shifts to deployment ownership: prompts, corrections, workflows, and acceptance criteria become machine-executable assets (\"the compiled institution\") — Microsoft Fro | observed | artifact ↗ | 2026-07-22 | superseded | 0.60 |
registry.signals | [{"claim": "Enterprise AI value shifts to deployment ownership: prompts, corrections, workflows, and acceptance criteria become machine-executable assets (\"the compiled institution\") — Microsoft Fro | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 0 | derived | calc | 2026-07-26 | superseded | 0.21 |
score.venture_signal | 50.5 | derived | calc | 2026-08-06 | superseded | 0.34 |
score.venture_signal | 51 | derived | calc | 2026-08-06 | derived | 0.34 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNG7ZHXFYR9912AE3CEENZ", "signals": [{"quote": "if you look on the right hand side and the mag seven what's so interesting is apple microsoft meta and alphabet the ma | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVWQJ8EH7WQHZ7AA8EQWQ5E", "signals": [{"quote": "You saw just last week, Microsoft stepped up and made a pledge that its data centers will not cause residential rates | observed | artifact ↗ | 2026-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "you made a very bold move for Microsoft to put that in the Windows product, which I use every day on the desktop. But | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "you'll see us even in the next week, even do things, is while I'm sitting in GitHub co-pilot. It's not as if software | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "we introduced something called Agent 365 as a way to give identities.", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "So you might clone me working in the HR department or working in the marketing department and have a virtual version o | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "It's a pretty intense time. I'm glad there's the competition. It's quite honestly, at the end of the day, when I look | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "a company like ours, I have to do everything. It's not like I can just so go live in the future. I have to make sure w | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "I remember, actually, you brought back some memories from, this is about a decade ago, when my company Yammer was acqu | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "one of the things I learned at Microsoft is whenever I did a country visit, the data I would first study is in, let's | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "our biggest business today is Azure business. And the Azure business, the TAM, given what's going to happen is so huge | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "at the end of the day, we do have the IP.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Satya | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "the workstation is back. I'm one of the most excited. If you went to CES. Which is great for Microsoft, because you ha | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "We are absolutely committed and focused on making the PC a great place for local models and local models that then do | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "we manage something like 500-odd fiber operators around the world in Azure today. And by the way, I had not myself rea | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYP6Y3Y19AJ99G7RA28CYE", "signals": [{"quote": "I still am a big believer in college recruiting, because at the end of the day, this is going to change the curve by w | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW06G576JM1DNGVTRESWQKE", "signals": [{"quote": "it's good to see microsoft make this pledge and sort of formalize that", "stance": "bullish", "signal_class": "endorse | observed | artifact ↗ | 2026-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWMSJ2FPYQ5BJ4V81YSE07", "signals": [{"quote": "Microsoft 120 billion and Google Cloud 54 billion but AWS which is slightly larger than Microsoft is only growing 17% | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWMSJ2FPYQ5BJ4V81YSE07", "signals": [{"quote": "it was beneficial situation for Microsoft and GCP and tier point jacal perhaps even Oracle in terms of giving those sa | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWMSJ2FPYQ5BJ4V81YSE07", "signals": [{"quote": "everybody has everything it all looks effectively the same there's certain products and services that are unique to Mi | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWMSJ2FPYQ5BJ4V81YSE07", "signals": [{"quote": "in non-AI it's a third a third a third it will it'll take circuitous paths but that's where we'll end up", "stance": " | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWMSJ2FPYQ5BJ4V81YSE07", "signals": [{"quote": "these revenue numbers that I highlighted for Google Cloud Microsoft and Amazon actually include their applications so | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DNF0RH2VV11MACVR1848P", "signals": [{"quote": "Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N52VMKRTTJJZX0P5W1K9M", "signals": [{"quote": "Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.", "s | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N52VMKRTTJJZX0P5W1K9M", "signals": [{"quote": "They didn't expect him to be able to leapfrog everybody. And let's be honest, people are leapfrogging each other every | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N52VMKRTTJJZX0P5W1K9M", "signals": [{"quote": "So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pre | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N52VMKRTTJJZX0P5W1K9M", "signals": [{"quote": "I'd say this is the biggest leapfrog we've seen in quite some time.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0N52VMKRTTJJZX0P5W1K9M", "signals": [{"quote": "And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V54R67C07ER3131GBEJ50", "signals": [{"quote": "You have to look very carefully at Microsoft's deal with OpenAI. Why? Because what you see is the compounding of secre | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1FM52THEAMC262V6EFJ80A", "signals": [{"quote": "stayed there for seven years, helping grow Microsoft from 40,000 people to 90,000 people.", "stance": "neutral", "sign | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1FM52THEAMC262V6EFJ80A", "signals": [{"quote": "I was a corporate officer at Microsoft for seven years. I never went to a CapEx meeting. Right. Somebody said, well, w | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SV4K10QMS32BEKM30ESKH", "signals": [{"quote": "microsoft showed weakness in the cloud and then microsoft's down six percent today and you know i", "stance": "bearish | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MFRTTYS1SVCBC54HYYQ7G", "signals": [{"quote": "multiple i think it'll be more like salesforce or microsoft or google or amazon getting off the sidelines because they | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4EJEY7Y3S80ME5HYCBEX4S", "signals": [{"quote": "And then in the middle of 92, I called cold Bill Gates. And it wasn't the Microsoft of today. It was a small company a | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4JMDJ8WFQSRPW2SWWJAVZC", "signals": [{"quote": "And I think that in the last few years, what we've kind of heard and, you know, some of it has come from OpenAI, but e | observed | artifact ↗ | 2024-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SQEFFH1AV41CRR7V556AH", "signals": [{"quote": "Satya Nadella, how did he build Microsoft? These are all just like a handful of examples of people that have just tack | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SQEFFH1AV41CRR7V556AH", "signals": [{"quote": "Satya Nadella, Sundar, Nikesh, Tim Cook, a great example. There are some really great leaders that have run organizati | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WR83DR36XSDZTFKPKABGM", "signals": [{"quote": "I think Satya is like the best public market CEO of our generation. I think he is stunning in kind of blending combina | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WR83DR36XSDZTFKPKABGM", "signals": [{"quote": "one of the really great technical papers that I love from Microsoft is, you know, all you need is textbooks.", "stance | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WR83DR36XSDZTFKPKABGM", "signals": [{"quote": "the Microsoft OpenAI deal came together with, you know, converting the LP into a subsidiary of the nonprofit, you know | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WR83DR36XSDZTFKPKABGM", "signals": [{"quote": "Microsoft certainly agrees with that in terms of, you know, how do we make sure that economics are fairly apportioned | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5S0WDCSPXA4APCMGGFA7FR", "signals": [{"quote": "amazon google microsoft amd intel a plethora of startups grok everybody trying to make now different hardware solution | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY648N8HWWY3H3GQ9PF7Q10A", "signals": [{"quote": "Microsoft had to go through a huge DOJ inquiry and a settlement decree and they were in the penalty box for most of St | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VK0AFBHJ08CSZBJ15DGFY", "signals": [{"quote": "And so you think about like all the dominoes that would have fallen if Microsoft had continued, maybe if like Bill Gat | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VK0AFBHJ08CSZBJ15DGFY", "signals": [{"quote": "you see Microsoft doing like pretty heavy handed deals with companies like open AI and just this week with inflection. | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZYH2XXY759AXQ8RBBJR2D", "signals": [{"quote": "it has been reported that Microsoft owns 49%, right? That's the number? Of the for-profit. In this example, Microsoft, | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZYH2XXY759AXQ8RBBJR2D", "signals": [{"quote": "And then Microsoft gets 49% of all that nonprofit's IP to then go commercialize. And Microsoft has added what, $500 bi | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY78K0DQVGFY90F83HT9YRMF", "signals": [{"quote": "if you looked at the big tech cloud performance in Q4, you could see that there's a bounce back in here. This is net n | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY78K0DQVGFY90F83HT9YRMF", "signals": [{"quote": "I think foundational models will have no economic value. I think that they will be an incredibly powerful part of the | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N55Z2JK5NDRBB69YV28VX", "signals": [{"quote": "Despite only seeing, I think, roughly 8% top line growth, the business saw its market cap grow by over a trillion doll | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N55Z2JK5NDRBB69YV28VX", "signals": [{"quote": "Yeah, it was, I mean, it's a high-quality company for sure.", "stance": "bullish", "signal_class": "endorsement", "spe | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N55Z2JK5NDRBB69YV28VX", "signals": [{"quote": "Satya Nadella. CEO of Microsoft. I just think the gross tonnage of market cap dollars he added in 2023 plus figuring o | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8QEC35A095NBEQMDG6GDRF", "signals": [{"quote": "our first customer is Microsoft we have a power purchase agreement to build a power plant with them to come online in | observed | artifact ↗ | 2023-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XNK3Z70K0BKTSWTDXZCQZ", "signals": [{"quote": "So, um, so, so now, uh, OpenAI is, it's also very closely aligned with Microsoft. You know, Microsoft is really, um, t | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9HRK02HT7NQTTMA5PYS1H9", "signals": [{"quote": "the crazy thing about all of this is if you look at the the legal strategy of the ftc it's basically that they view th | observed | artifact ↗ | 2023-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9HRK02HT7NQTTMA5PYS1H9", "signals": [{"quote": "well i think clearly the legal strategy that lena khan has been pursuing is not having much success in the courts i me | observed | artifact ↗ | 2023-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9V8CQ7KQ5GTM7TV234KSMY", "signals": [{"quote": "there's an open source lawsuit against uh microsoft's github co-pilot", "stance": "bearish", "signal_class": "fact_cla | observed | artifact ↗ | 2023-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC03WJA8ANFVA615F4H6S6", "signals": [{"quote": "I think google has such an incredible ai advantage over microsoft and you know microsoft is almost solely dependent on | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC03WJA8ANFVA615F4H6S6", "signals": [{"quote": "shareholders are going to start to lose faith if they're not already and are going to start to put their capital with | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAC03WJA8ANFVA615F4H6S6", "signals": [{"quote": "i think microsoft had seven percent year-over-year revenue growth google was at three percent i think facebook was sal | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAXE7MMY92ZNN1HTZKXFSVX", "signals": [{"quote": "it may all end up with microsoft and google i mean this may end up looking like ios and android at the foundation mode | observed | artifact ↗ | 2023-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4EV05HQARWPEVFF8X2JBR", "signals": [{"quote": "Microsoft is integrating it into their search engine, getting there before Google and Microsoft CEO Satya Nadella. He | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB5ZQE6CEY1H407VJ3WAGZM", "signals": [{"quote": "in the 1970s companies like microsoft and apple from the get-go had to be profitable", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB5ZQE6CEY1H407VJ3WAGZM", "signals": [{"quote": "do you guys know how much money facebook amazon google and microsoft raised combined total before they went public tha | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "Microsoft has just been sued on antitrust grounds, or rather, there's a probe by the EU. And this was based on a compl | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "if Microsoft, can basically clone the sort of the breakthrough innovative product, you know, let's say they do one eve | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "This is actually a lot better behavior for Microsoft than the old days when they would do something called vaporware. | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "this number here that we're looking at where it says 75 million Microsoft Teams members, 12 million Slack members.", " | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "A really valuable thing for the industry that you could do would be to introduce transparency on ELAs. What are those | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "transparency around pricing to the market could be a good governor without having to go down the path of all this anti | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "I think that this bundling behavior is a form of dumping, where in the short run, it looks like consumers are benefiti | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "ecosystem where the big guys can't just snuff out the small guys whenever they want.", "stance": "bearish", "signal_cl | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "But when it comes to software, if your product is the same as the other guy's product, maybe they deserve to win by bu | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "What I'm saying is, they can't cross subsidize their Slack competitor.", "stance": "bearish", "signal_class": "critici | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "It's the fact that they can copy Slack, that makes Slack. That means that Slack should lose.", "stance": "bullish", "s | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8BA9XHBHQH1YQ5JRRBTBB", "signals": [{"quote": "I think in enterprise software, it's all thin UI layers on top of very simple workflows.", "stance": "bullish", "signa | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCCBEBVA9SWWA8TXVJJ29T", "signals": [{"quote": "microsoft is close to investing 10 million in open ai in a very convoluted", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCCBEBVA9SWWA8TXVJJ29T", "signals": [{"quote": "they might wind up owning 59 of open ai but get 75 of the cash and profits back over time", "stance": "neutral", "sign | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCCBEBVA9SWWA8TXVJJ29T", "signals": [{"quote": "open ai is basically a it looks like kind of a microsoft proxy", "stance": "neutral", "signal_class": "assessment", "s | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCCBEBVA9SWWA8TXVJJ29T", "signals": [{"quote": "i would put deals into two categories one is easy and straightforward and then two is you know cute by half or the you | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHXC9VFP3QPEJ69BC3QEDG", "signals": [{"quote": "microsoft i think is going to release a and there's a prediction as well a search engine with open ai that has a signi | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC93R5J3HZCKA4GR1E11W0B", "signals": [{"quote": "Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because they are the most | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCEJC5A2X5ZBPFHWJ60QDMT", "signals": [{"quote": "make sure that version of x is going after a company like adobe versus a company like microsoft because it's much much | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCEJC5A2X5ZBPFHWJ60QDMT", "signals": [{"quote": "i can tell you what's going to happen because i kind of experienced this with with yammer when microsoft bought my com | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNK54PZPWY7D4SW27VD70Q", "signals": [{"quote": "if it does come down to that definition that would take years to litigate that would be like an unprecedented legal ca | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "I think Microsoft would like to become Netflix for games.", "stance": "bullish", "signal_class": "prediction", "speake | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "Another incredible, incredible acquisition for Microsoft.", "stance": "bullish", "signal_class": "endorsement", "speak | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "if they put Call of Duty on Game Pass to use... to steal the phrase directly from my brother, that RIP PlayStation. Li | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "This would be the largest tech acquisition, I believe, ever.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "the Microsoft platform, which is the default for desktop gaming, you have Xbox, which I believe is the largest console | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "They also get StarCraft, which is a, you know, was one of my favorites. Oh, yeah. Which is a big eSports. Big eSports. | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "I mean, honestly, I think, like, for hardcore gamers, this is all about Call of Duty. A hundred percent. And bringing | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "Because this reminds me of Disney Plus. If I was going to build an analogy. Totally. Disney was selling their content, | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "Game Pass has 25 million subscribers. What? That's its subscription. Yeah. I mean, again, this, these are the things y | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "But they also get Activision Blizzard at a time when its stock is down 30% because the, you know, it's been kind of a | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "So this means the balance of power was with Microsoft that Microsoft got to extract this from Blizzard.", "stance": "b | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "I do think they might make Microsoft uh, give up some exclusivity. Like they might say, ah, you can't have COD be a ga | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "I'm thrilled actually that Microsoft is buying Activision Blizzard for lots of reasons, not least of which is I'm a Ga | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "Probably going to be great for consumers because now consumers for the same price get more.", "stance": "bullish", "si | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "And so that's where you have to think like maybe, um, second order effects are where you could start to see, well, in | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE67WN32MSVCETRQZ5KZBGH", "signals": [{"quote": "Microsoft was sitting on $165 billion in cash. So I'm sure they did the same thing. They were like, well, we'll look a | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEDT1J3GF14KV3RBE3YCXD5", "signals": [{"quote": "I mean, it's kind of gotten a little bit buried inside of Microsoft, but you can certainly still get it and, uh, no, w | observed | artifact ↗ | 2020-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEY0832RYQ3MQF2Y1QVQKWN", "signals": [{"quote": "Microsoft has been, I think, one of the most interesting acquirers of talented small companies on the upswing. Sunrise | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEY0832RYQ3MQF2Y1QVQKWN", "signals": [{"quote": "Sachin Del at Microsoft said, we need to make this transition to mobile, so let's buy the mobile client that's, you kn | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEY0832RYQ3MQF2Y1QVQKWN", "signals": [{"quote": "And it's going to be interesting to figure out, like, who are, like, I think Microsoft is a great example.", "stance": | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEY0832RYQ3MQF2Y1QVQKWN", "signals": [{"quote": "So, you know, we were working very closely with Microsoft and some of their services, as well as many other service pr | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZC4S8KNNT7EG71PFJX6SN", "signals": [{"quote": "And then, yeah, AWS, I mean, you have Microsoft chasing his tail. Bizarre.", "stance": "bearish", "signal_class": "cri | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZC4S8KNNT7EG71PFJX6SN", "signals": [{"quote": "Microsoft's the only one that's even close in terms of actually selling the right product.", "stance": "bullish", "sig | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6C28B746PR96V10EBCDE3", "signals": [{"quote": "Pretty amazing turn of events that Microsoft and Apple, I guess it's RIM is also in there, and a couple of other peopl | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1MX6X4ZV2QXB406BYA9G3", "signals": [{"quote": "we ended up selling the company for five times as much to microsoft", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7QB1WYYQTXGJAKRWNMBYR", "signals": [{"quote": "One is that the Twitter product is still relatively brittle. I mean, like, at least Facebook has a whole suite of emot | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7QB1WYYQTXGJAKRWNMBYR", "signals": [{"quote": "I think basically that Facebook is becoming middle America and Twitter is becoming sort of the coasts. And, you know, | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3YN5ET2FK2KQHCJ1ESD4N", "signals": [{"quote": "in the last uh you know last few months we've brought an investment from um nvidia uh qualcomm arm amd all the all the | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "So OpenAI and Microsoft, this is probably the biggest traditional tech story of the day. They have altered their ongoi | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "What's important here is how much equity Microsoft has in OpenAI. Microsoft owns about 27% of OpenAI group now, accord | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "This is what analysts were saying today, is that OpenAI wanted this greater flexibility. Microsoft just wanted to lock | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "AGI progress is now going to be independently verified. That's the change now. So it's not up to OpenAI to say AGI has | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "But this is great for Microsoft. I mean, the Azure revenue, the equity value, this just unlocks a lot.", "stance": "bu | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "If I was Satya Nadella, I would have just said, I'll do all this. Just give me another three points. Round me up to 30 | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "I think Microsoft is going to be able to, with their resources, build enough compute and build a competitor to open AI | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF00BEQ3H8RP3FH7QNSHBB", "signals": [{"quote": "They're the two furthest behind people.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "what they tried to do here was a partnership and a connection tool and it ended up just being sloppy and kind of gross | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "if it was an ad from open ai their idea is to look at the memory and what you've searched for over and over and over a | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "open ai and target partnered to bring new ai powered experiences across retail this is partially open ai doing work fo | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "there are no live tests for ads in chat gpt", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Alex | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "open ai is the next netscape doomed and hemorrhaging cash microsoft is trying to keep it afloat while keeping it off b | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "there's a 10 chance that could happen they could stumble and there's a 90 chance they'll just keep soaring", "stance": | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "first person up the hill takes the arrows when you have a hundred percent of the market the only way to grow and when | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "elon musk it's not a competitor you want to have... you have microsoft and google us and zuckerberg as competitors so | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "those four are like truly scary because they've built trillion dollar companies those are the trillion dollar competit | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "in what world do those five get less than 10 percent of the market no no world", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "two thirds of the market pretty impressive right having two thirds of the market so you have to ask incredibly impress | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "i'm going to estimate in somewhere between 27 and 28 you will see chat gpt go to 45 to 55 in other words less than 50 | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "what this doesn't take into account is that the pie is growing rapidly so even though they only have less than 50 of t | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "all right jason here's the charge you wanted it shows generative ai traffic share over time starting 12 months ago wor | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "from our friends over at polymarket and there's two ways to look at this data jason uh there is will there be ads in c | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "paramount also today jason launched a 30 per share all cash offer for the whole company not just the part that netflix | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "the difference in the deals if you can it is more money it is more money and they're willing to buy the cable assets c | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "Paramount can make this deal but they're basically just putting themselves in a very very deep hole of debt taking thi | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "netflix is going to give him a documentary series", "stance": "neutral", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "he's prepping netflix to do a similar correct right he wants to keep them in the game absolutely very smart", "stance" | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "but it's big market share there's no question about it it could be a problem", "stance": "mixed", "signal_class": "ass | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "half the number of minutes now or a third of the number of minutes and some percentage of the revenue", "stance": "neu | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "netflix made this offer they got that 5.8 billion", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBSS3XY128VCECR7S4XQTJX", "signals": [{"quote": "the board opted to go for netflix", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_208", | observed | artifact ↗ | 2025-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBYYRCKHYWWZJACN3BXAPHM", "signals": [{"quote": "But this would go back to the Teams versus Slack. If you remember when Microsoft Teams came out, they turned it on for | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBYYRCKHYWWZJACN3BXAPHM", "signals": [{"quote": "So it's not that egregious.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David Friedberg", "s | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBYYRCKHYWWZJACN3BXAPHM", "signals": [{"quote": "Microsoft for four years now has had this six year depreciation calendar. If it was wrong, they would already have som | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC09B2X97VQJZ1R2E1KP9DC", "signals": [{"quote": "Microsoft investing 5 billion after just settling their open AI deal ... now this drops Microsoft investing 5 billion | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6R7CZAZ5JQKHWSZETS1ZY", "signals": [{"quote": "I went through all the big tech companies' earnings. And one thing that Satya said a lot on their calendar Q3, fiscal | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Oh, man. So what he did was he punked, is so punk rock.", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Brian Armstrong is the greatest.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_25", " | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Literally, here's the Polymarket. What will Coinbase say during their earnings call? And margin, crypto winter, he did | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "The reason why this is blowing up, and I wanted to show it to everybody, is that the face swap is bonkers good.", "sta | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I think something that's really important to note is that Suno is a company that's making AI-generated music. They rec | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "So that's kind of what Suno was looking to implement here as producers are familiar with.", "stance": "bullish", "sign | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I've been playing with Suno basically all week and I've already, I'm only 1500 credits through, so you really have to | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "It is $30 per month. You get 10,000 credits.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Ale | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Yes, you can. So that's something that's really cool.", "stance": "bullish", "signal_class": "endorsement", "speaker_n | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I think I'll definitely keep paying for it.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Oli | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspect | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "And I think that something to point out here is for non musicians, a tool like this really allows, opens up the world | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "So I think that not only is it great for non musicians to play with, to be able to create music for the first time, pr | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I'm going to rate this tool a seven at the moment. I think that there's still a lot of room for improvement, but I thi | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Amazon, 20.2%, the best in 11 quarters over at Amazon.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "Dropping 10% of the headcount in a quarter where you smashed it.", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "If I was a developer of any kind, I would never work with Sam Altman and OpenAI. Let me say that. This is a warning.", | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7S1WRGBH2Y5VQRBNS0QW0", "signals": [{"quote": "I guarantee you, if you're using and you're trusting Sam Altman from OpenAI and their API, they're studying your data. | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analyst | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "all these companies have been pouring tens of billions of dollars into AI infrastructure. ... it's going to be good fo | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "Tesla is training on synthetic data in its FSD regime. This is a video that Tesla shared on X recently, Jason, you wan | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "They said they believe FSD has been solved. Of course, there's the natural criticism that Elon's been saying, hey, we' | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "So he's often late, but never wrong is what I always say when people ask me for a quote always. Yeah.", "stance": "bul | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "You know, frequently late, never wrong is, I think, the track record so far.", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "But I think this is this is freaking awesome. And just to be clear, to double click it in case you're watching the vid | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "Actually, you know, you talk a lot about, you know, Tesla having cars on the road. So many of them, giving them a data | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "This could make you build a more even playing field.", "stance": "bearish", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "So for everybody like, oh, my God, Tesla's never going to get there. Oh, they're, you know, they missed all these diff | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "They're going to get there. It's obvious. They are going to build something that hopefully this is the dream. This is | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "Tesla's rightfully being very cautious as they should be. And they have permits to run ride sharing in 10 cities.", "s | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "The Waymo was stationary and it got hit.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "And you will probably understand the fate of the company better than our internal people, because you met the founders | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I go | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCA70DFT80GGR4FJ8WDY0QW", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "one of these data center projects will go belly up or one of these data center projects will um have their valuation j | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "wait a second you know we were basing it on you know the price earnings ratio what's the price earnings ratio of core | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "you could see somebody like core weave say hey we're going to take a pause", "stance": "bearish", "signal_class": "pre | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "this happens to every provider every couple of years which means we experience these type of outages i would say on av | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "founders should have their systems able to roll over to clouds that still is a bit complicated but it's not impossible | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "if your service is tied to one cloud that's no bueno", "stance": "bearish", "signal_class": "criticism", "speaker_name | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "this could show up in amazon's earnings uh so we'll see keep a note of that alex when we cover amazon's next earnings | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "amazon shares are up 1.3", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_47", "speaker_l | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "only because we're building this infrastructure out at such a significant pace and utilization is going up and we're s | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "it seems like they're having you know a major network outage every two years at amazon", "stance": "neutral", "signal_ | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCD80DC171VD0RWW3GH7V6D", "signals": [{"quote": "why does one aws region going down impact so much of the internet well as it turns out there's a lot of concentration | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Perplexity, Jason, a company that's best known for its AI Surge products and also launched the Comet AI-infused browse | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think they probably did this right. They knew it was, when you use the Comet browser or any of these AI browsers, I | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "That's probably why they took a little bit of time to launch this. And then additionally, they were probably reading t | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "it's not as feature rich as Comet is.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Cala | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think every LLM will have a browser to do this.", "stance": "neutral", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I thought it was relatively bold of perplexity with a company that, you know, presumably loses money to take on more c | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "And in that setup, if they lose a lot of money on inference costs in the interim, do they really care? Because they're | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "So the cost of capital for AI companies is very cheap right now. So it probably does not matter if they've raised hund | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "So getting continued growth and having more users sign up for free and then funneling the free users into the paid pro | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think that's like a backdoor hack for these brands.", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "that they no longer had the ability to pass on the tag, you know, like search results equal 100. And that tag is how p | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lowe | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Well, ironic because Reddit does have a deal with Google that pays them for access to their information. And as we tal | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, ma | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "It's like, this could be too profitable, right? You're not ambitious enough. Maybe Midjourney should have done Vibes. | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Often they don't want people clearing their entire position and not being motivated because", "stance": "neutral", "si | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Jason, Sora, we talked about it earlier on the show. I have some big news. It has reached the absolute top of the iOS | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realis | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "Sam Altman says it's an opt out, that they informed everybody this is coming. Let us know if you want to opt out or no | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits. Yeah.", "stance": " | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "They're going to get a lot of lawsuits for that. You can also see... It's going to be staggering.", "stance": "bearish | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "it is built for social. It's like a TikTok style app where you're supposed to scroll and you like and you share. But i | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "You can use your address, but they haven't added that stuff, but they rushed it out.", "stance": "bearish", "signal_cl | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "They rushed it out for a good reason.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_1 | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "I think for now, it's a lot more fun to make these clips than it is to watch them. So I've seen amazing, really funny | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "if you are selling chat GPT subscriptions, there's two ways to go about this. ... if you're at the chat GPT website, y | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "can you imagine how much money this make and how sticky it would make your app if you had a hundred photos in there of | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKJFKCN2PSX7JXCKGBBEM4", "signals": [{"quote": "right now. You can do anything for 10 seconds. I feel like the next iteration is 30 seconds, a minute.", "stance": "bu | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJANT4YN4DEPVPYE2VVPQT", "signals": [{"quote": "I am convinced that Google beats Microsoft slash OpenAI.", "stance": "bearish", "signal_class": "prediction", "speaker | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJANT4YN4DEPVPYE2VVPQT", "signals": [{"quote": "And OpenAI has launched Dolly three, we're going to go over that Microsoft has officially announced its AI sidekick ca | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMN47RKJ7DRSDTT0QHKKNAE", "signals": [{"quote": "microsoft for example has has decided that they are going to be a net zero company i believe it's by 2030 and as a par | observed | artifact ↗ | 2023-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMTZGQRTF5ZB90X0HY880X0", "signals": [{"quote": "we felt that between when Microsoft Teams ended the market, there was, you know, two players, you know, between Slack | observed | artifact ↗ | 2023-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMTZGQRTF5ZB90X0HY880X0", "signals": [{"quote": "And to anchor AI in the way I think about it, in technology, because it's so much of a winner-takes-all market, it usu | observed | artifact ↗ | 2023-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "I know the Microsoft Activision case, we had that breaking news this morning that Lina Khan has lost again. Yes.", "st | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "Great news. They basically beat the FTC case. They beat the case for the Activision deal.", "stance": "bullish", "sign | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "And then bad news. They're facing an EU antitrust probe over how it bundles teams.", "stance": "bearish", "signal_clas | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "And then of course you have here, Microsoft saying, Hey, uh, we would like to back inflection, even though they're put | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "Teams was initially added as a free product to Office 365 back in 2017. And Brian, if you could pull up this chart, ju | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "It's 20x, whatever, Slack has or something.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEA | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "He, once Teams did that, they, everybody on the board, he said, kind of saw this coming. And I think Slack actually ma | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "Predatory pricing and bundling is what Microsoft's doing here.", "stance": "bearish", "signal_class": "criticism", "sp | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "Zero. Zero costs the, the cost of the office suite.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "It's, it's, it's, it's an ad bundled.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_26 | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "So he's basically saying we don't even do that, but here, here is the brilliant move by Satya Nadella. This is so awes | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "So the main call of duty games have never been available on Nintendo. And in February of this year, Microsoft announce | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "Perfect. So not, so I'm going to go above and I'm going to go above and beyond. Not only will call of duty not go excl | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNAVDRP1XDYE4SRZEXZG3RD", "signals": [{"quote": "And the judge's decision also quoted Phil Spencer, who noted that Nintendo and PlayStation actually have way more cons | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE4QK31H6QME0SH4MFBCC9", "signals": [{"quote": "people have done comparisons between us and bing and um you know we have like much better accuracy in terms of how cor | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE4QK31H6QME0SH4MFBCC9", "signals": [{"quote": "they still have a lot of distribution through windows devices um so a lot of people just go to edge and they can start | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNJZBC8Z3JESMTVRAS19YNB", "signals": [{"quote": "Yeah, absolutely. So there's two things. First of all, we've got a benefit that we offer our startups. They can get tw | observed | artifact ↗ | 2023-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNN75PV3Q299YJCYZ6GDEX6", "signals": [{"quote": "Absolutely. So, uh, the work that we've been doing with OpenAI over the last few years has really set ourselves up wit | observed | artifact ↗ | 2023-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNQBWZ66WHZQHZR2GEE2TN3", "signals": [{"quote": "microsoft is starting to charge up to 40 percent more for ai enhanced services on the existing products so if companie | observed | artifact ↗ | 2023-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNRE65RQ2F58T8HRRD4M8TT", "signals": [{"quote": "Whether it's Notion or Microsoft Office or Gmail, we are going to have AI companions, co-pilots in every piece of soft | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNRE65RQ2F58T8HRRD4M8TT", "signals": [{"quote": "We now have a handful of lawsuits and letters that have, uh, been either filed or sent Twitter to, um, Microsoft about | observed | artifact ↗ | 2023-06-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNV150MF85DT5RRPVW7PHJC", "signals": [{"quote": "Absolutely. And really thanks to the partnership that we have with open AI. For the last few years, we've been spendin | observed | artifact ↗ | 2023-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWVCWR934HCT6K899EYCVJ", "signals": [{"quote": "Microsoft, for example, which is exciting to see that they've accomplished this, used their vision statement used to b | observed | artifact ↗ | 2023-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNX9XRHEWH95H9P77SSPKGN", "signals": [{"quote": "copilot doesn't know the existing code base", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Eric | observed | artifact ↗ | 2023-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNX9XRHEWH95H9P77SSPKGN", "signals": [{"quote": "if you tried this with copilot for instance github copilot or other products um you'd find that um because it is limit | observed | artifact ↗ | 2023-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNX9XRHEWH95H9P77SSPKGN", "signals": [{"quote": "first of all we've got a benefit that we offer our startups they can get two and a half thousand dollars worth of open | observed | artifact ↗ | 2023-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNX9XRHEWH95H9P77SSPKGN", "signals": [{"quote": "um we we offer a a much more privacy focused version of of uh of this experience in the sense that um your companies t | observed | artifact ↗ | 2023-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0E1GXC4KG17XEACHCJ53Y", "signals": [{"quote": "the largest scale compute is Microsoft and Google, you know, together with, you know, their various, you know, allies | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0E1GXC4KG17XEACHCJ53Y", "signals": [{"quote": "part of the arrangement that they have with Microsoft is you get to like, well, we're provisioning enterprises and so | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP318GKFEA17CNPKHHZM0NY", "signals": [{"quote": "these large language models have really been the game changer. And that's really thanks to open AI and the work that t | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "But now that cat's out of the bag and Microsoft's going for it, you'll see more coming out and it is important for the | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "I do think it's going to go faster than self-driving is my long answer to your short question.", "stance": "bullish", | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "Azure growth, 26% in the next quarter. So pretty good looking ahead.", "stance": "bullish", "signal_class": "assessmen | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "is already attributing 1% of Azure's growth, which is their public cloud to AI in the next quarter.", "stance": "neutr | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "And Jamin Ball, who used to be at Redpoint and is now at Altimeter, I think. Anyways, he does a lot of really great an | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "windows, not so good. Everything else, medium good", "stance": "mixed", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "fiscal Q3 calendar Q1 Jason, uh, 18.3 billion dollars.", "stance": "neutral", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "And, and they did layoffs too. And they're, um, get, you know, uh, getting people back to the office.", "stance": "neu | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP59NZSC3QMX3Q141Q26027", "signals": [{"quote": "I do think that cloud is going to see significant gains because of AI.", "stance": "bullish", "signal_class": "predict | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP6QQDS1HQE3JZ78R868TWM", "signals": [{"quote": "we've been spending a lot of time really building an ai focused supercomputer we went back and looked at everything th | observed | artifact ↗ | 2023-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP8EZRBNXHK4SN3MVSZJXCQ", "signals": [{"quote": "First of all, we've got a benefit that we offer our startups. They can get $2,500 worth of open AI credits so they can | observed | artifact ↗ | 2023-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPBMS96D156XB0ZAEF5GQPW", "signals": [{"quote": "absolutely so uh the work that we've been doing with open ai over the last few years has really set ourselves up with | observed | artifact ↗ | 2023-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPKAM9X3G5NZK6V2G2RAX0E", "signals": [{"quote": "Microsoft bought that for 26 billion dollars.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SP | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPKAM9X3G5NZK6V2G2RAX0E", "signals": [{"quote": "LinkedIn is a five billion dollar a year advertising business alone.", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPKAM9X3G5NZK6V2G2RAX0E", "signals": [{"quote": "They are well over 10 billion dollars.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_0 | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPKAM9X3G5NZK6V2G2RAX0E", "signals": [{"quote": "875 million members now.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_20", "speaker_l | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYDFQGNPHM9PBS8JNJN6KH", "signals": [{"quote": "Microsoft for startups founders hub. It's a no brainer, they're going to help you scale efficiently while preserving y | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYDFQGNPHM9PBS8JNJN6KH", "signals": [{"quote": "the excitement of last week with Microsoft and, uh, and, and Google is sufficiently deep pocketed competitive competit | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "it appears that in the case of Microsoft's Bing AI chatbot, which is informed by but not the same as ChatGPT. There ma | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "It's already been toned down once by Microsoft, which they announced in a blog post on February 15th. They admitted in | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "for example, a reporter for the AP used version one of Sydney and noted that it grew increasingly hostile when asked t | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "It sounds like they're goading Bing on here. I need to see the actual back and forth. Of course they are. Yeah, they'r | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "Now more people have logged into Bing, downloaded the Bing app because this thing is outrageous and insane.", "stance" | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "Microsoft has no shame about this thing.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1K8H9FM988JDBJ3R2QHQN", "signals": [{"quote": "What Satya Nadella has learned apologies is that the Trump playbook works.", "stance": "bearish", "signal_class": "cri | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ319AARGARZH6ZD74HY5GV", "signals": [{"quote": "the information that the ai bot presented that was inaccurate and in some cases apparently invented which is kind of b | observed | artifact ↗ | 2023-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ319AARGARZH6ZD74HY5GV", "signals": [{"quote": "none of this is ready for prime time", "stance": "bearish", "signal_class": "assessment", "speaker_name": "David Fried | observed | artifact ↗ | 2023-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ3CTZVWBV28JSQ850AZRBG", "signals": [{"quote": "Because we know that when Microsoft introduced a chat bot without a filter, then what you do is you use this thing to | observed | artifact ↗ | 2023-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5Q0XM930Z82528PJQK42T", "signals": [{"quote": "they left because they were concerned that Microsoft's first investment in open AI would set it on a more commercial p | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5Q0XM930Z82528PJQK42T", "signals": [{"quote": "Google and Microsoft are now locked in a possibly existential race to get to and deploy generative AI soonest", "stanc | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5Q0XM930Z82528PJQK42T", "signals": [{"quote": "Microsoft has been very upfront about how they intend to incorporate OpenAI features into its Azure cloud services", " | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5Q0XM930Z82528PJQK42T", "signals": [{"quote": "in the case of Microsoft they're going to reap a portion of open AI's profits when and if it becomes profitable until | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5Q0XM930Z82528PJQK42T", "signals": [{"quote": "the round tripping would involve Microsoft getting that large percentage that i mentioned of open ai's profits while a | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6SF6J78T0W0ZEV8X13QF3", "signals": [{"quote": "they obviously have headwinds with azure doing really well for microsoft and that's growing faster than aws is so aws | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ73BTE417ZF2NT3DVY4GK1", "signals": [{"quote": "because microsoft wants to win and so all of the so unintended consequences don't have to be unforeseen and we are cho | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ73BTE417ZF2NT3DVY4GK1", "signals": [{"quote": "about the unfore unintended consequences because winning is on the table now i think that's right", "stance": "bearish | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ73BTE417ZF2NT3DVY4GK1", "signals": [{"quote": "like the rollout i mean for all of open ai's original stated intent we are now fully in beg forgiveness rather than as | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ73BTE417ZF2NT3DVY4GK1", "signals": [{"quote": "so that means there must be people who are looking at this and all the money being made and if you have data that's in | observed | artifact ↗ | 2023-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAVKE5K24QXY1CF3980R7D", "signals": [{"quote": "this the one right in the middle median yeah not average because you have some huge paid people there uh like ceos and | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAVKE5K24QXY1CF3980R7D", "signals": [{"quote": "you know microsoft has many offices around the world and it's a lot cheaper in those international offices to hire you | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBG0AJZJRC9X3GH0D730AB", "signals": [{"quote": "we should however take this moment of course microsoft also cut about 10 000 jobs this week so even the wildly profita | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQCM3MBSGGCVR2KCD8PVQ06", "signals": [{"quote": "Yeah, so we built Founders Hub based on the feedback from hundreds of founders. We spoke to founders at all stages of | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "Microsoft CEO Satya Nadella announcing that Microsoft will integrate OpenAI software into Azure, its cloud computing p | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "Um, and now here we see it, open AI has essentially given Azure, their own Watson.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "This is then becomes the issue that we've been talking about with round tripping around tripping when one big company | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "And that might be incredibly high profits, uh, for Microsoft. So chat GPT is the worst interpretation. Chat GPT create | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "the ultimate goal is what Satya Nadella announced today, which is integrate these tools into Azure. So make a little m | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "Beefing up the offering is great. Yeah. The problem comes in when money is, you know, making a circle, right? So suspi | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDCCG9PQX488JC8AHNA5Y1", "signals": [{"quote": "I mean, this is the classic, your margin is my opportunity. So Google's, uh, revenue comes from search. Microsoft does | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "the problem has been... exacerbated by the fact that microsoft started bundling what is effectively slack's core offer | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "this is a common issue in the m a world we saw this acutely at microsoft and google before", "stance": "bearish", "sig | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "they didn't see the competition coming and maybe they didn't pour the resources into slack to improve its offering so | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "that could all be explained by the microsoft headwind right it could just be anybody who's got the office suite just s | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "then imagine that your company pays for microsoft yeah you're not gonna have zoom or slack no of course saturation", " | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "i do think that microsoft is a little bit unique uh in its ability to bundle so what so tamath is right about the powe | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "i don't think microsoft is doing anything wrong here necessarily right like it may be somewhat anti-competitive but no | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "nobody ever got fired for picking ibm nobody ever got fired for picking microsoft", "stance": "neutral", "signal_class | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "they kind of put a gun to their head and said if you take windows you got to put this on the desktop this being uh int | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG53MTFEGNQNCRK0VBKZS2", "signals": [{"quote": "the concept of vaporware not only you know would they copy something bill gates would tell the sales team tell everybo | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "greatest ceo in tech or i have a very contrarian take on open ai yeah and uh very interesting to think about the relat | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "microsoft obviously and uh open ai have a deep relationship", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "one thing that microsoft needs is to see that cloud computing number go up chat gpt is an application that makes that | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "the non-cynical interpretation of that is that satya nadella remains the freaking goat that microsoft made this unbeli | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "it should probably not be locked up by you haven't helped us even though they seem nice now microsoft", "stance": "bea | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGSD9TKW3Q6HEBJ0Y05RJQ", "signals": [{"quote": "that's how microsoft gets you they do think they changed but they didn't", "stance": "bearish", "signal_class": "criti | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "I want to know the relationship between Microsoft search and open AI. I know this investments. I know all this other s | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "If the cost per search, you know, is a fraction of a penny for Google. So as Google, uh, fixed cost of their network o | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "for Microsoft to integrate this as a loss leader because they can also license this technology on the backend. Like th | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "Microsoft did try already rolling out like an AI based chatbot, and it immediately went full racist, sexist, like, the | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "So I think so Zenimax is what is unionizing. It's not, you know, it's not specifically Microsoft. It is a holding comp | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ21XHGWPEECXQV33D0MEX", "signals": [{"quote": "This isn't a huge surprise because evidently it was part of Microsoft's deal when the FTC opposed suit to block the Ac | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR38R7SG88CR93K6FQ96EFA", "signals": [{"quote": "66% of the cloud computer market together. Oh, all three together. Okay. All three together. Yeah.", "stance": "neutra | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR38R7SG88CR93K6FQ96EFA", "signals": [{"quote": "Yeah, so we built Founders Hub based on the feedback from hundreds of founders. We spoke to founders at all stages of | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR51CEDV3HXN462AZXYB5MQ", "signals": [{"quote": "so let's face it financing is one of the biggest if not the biggest roadblocks that startups face today through founde | observed | artifact ↗ | 2022-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR51CEDV3HXN462AZXYB5MQ", "signals": [{"quote": "yeah i mean those things alone are like a line item or two in any startup's budget and you could redeploy that with an | observed | artifact ↗ | 2022-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZREEY29EKDQR2VGMA6N54YE", "signals": [{"quote": "You've seen the benefit of that in Seattle with Microsoft more recently.", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2022-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGC9GBXJEY74SPCZX16T1Y", "signals": [{"quote": "phone is microsoft the mighty microsoft couldn't beat the combination of the duopoly of android and ios", "stance": "b | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGC9GBXJEY74SPCZX16T1Y", "signals": [{"quote": "aws's growth has slowed down so cloud computing is slowing down we saw that with microsoft", "stance": "bearish", "sig | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRGC9GBXJEY74SPCZX16T1Y", "signals": [{"quote": "you saw microsoft azure all of these assets i think are going to miss and they're going to slow down", "stance": "bear | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Microsoft reported for its fiscal Q1 2023. ... Their shares are down after reporting their slowest revenue growth in f | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Their current market cap is $1.75 trillion and their stock is down 30% in 2022.", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Azure and other cloud services revenue is up 35% year over year. Now, last quarter, the growth rate was 40% year over | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Search and news ad revenue was up 16% year over year. Now, last quarter, again, the growth rate was 18% year over year | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "LinkedIn revenue up 17% year over year. And that's down 9% from last year. And last quarter, it was booming 26%.", "st | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "We always said ... the last companies to fall would be the strongest ... when they start to see their market caps and | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Microsoft doesn't disclose specific segments. So if you wanted to know Azure's revenue or LinkedIn's, they kind of bun | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "But for the first time ever, Microsoft cloud metrics exceeded 50% of the overall company's growth.", "stance": "neutra | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Windows OEM revenue... dropped 15% year over year.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Microsoft did warn, according to the Financial Times, that revenue growth from Azure was going to slow by five points | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Operating income $21 billion for Microsoft.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jaso | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Satya has done an amazing job with cloud and moving this company to a new business model where people pay for subscrip | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Overall, great company. I own the stock. I'll continue on the stock might even add to it in a down market.", "stance": | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "nobody is going to be immune from belt tightening. And so everybody's tightens their belts. Everybody gets austerity m | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "Microsoft started taking it seriously five to 10 years ago.", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHCWKPAHKRVTK8ZJAT4PBM", "signals": [{"quote": "When you look at the gross profit of Google, or Microsoft or these other companies, they've got that really big fat gr | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJTCR8V12NEZ82PEBBFZBS", "signals": [{"quote": "Than a company that does not have financial discipline. We better own apple better own tesla better to own uber better | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJTCR8V12NEZ82PEBBFZBS", "signals": [{"quote": "if you look at microsoft and apple They do buybacks I think microsoft gives dividends, right? So you start to look at | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJTCR8V12NEZ82PEBBFZBS", "signals": [{"quote": "And so I think this is why warren buffett is in love with apple And many people are in love with microsoft and in a do | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "So there's, so obviously Stable Diffusion valuation of a billion dollars.", "stance": "neutral", "signal_class": "fact | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "So it's great to see them growing again. I think this is part of this bottoming out process.", "stance": "bullish", "s | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "Do the kids playing Roblox care about the stock market, Ukraine, Taiwan, Xi Jinping, Iran, bonds, the deficit? No. Wha | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "market negativity and the CNBC bitching. Sorry, pardon my language and just be like, actually, we're killing", "stance | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "the number of hours of engagement is crazy. And I also think the number of daily active users is bonkers. 52 in the q2 | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "11.3 billion went up in September, went up. That school started exactly that that daily active user number went up, wh | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "And for they had 4 billion hours engaged.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKE | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRNKF4C911AEHQHYHHNQB8X", "signals": [{"quote": "I think Roblox is not going to align themselves with Facebook. Anybody who would partner with Zuckerberg is crazy. Any | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQ4MYXT2C9XGPH9P910ZTM", "signals": [{"quote": "i think you look to microsoft google uh and apple and other companies that have so much money they don't need to do a | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQ4MYXT2C9XGPH9P910ZTM", "signals": [{"quote": "there was a big announcement with microsoft that like teams and all these the microsoft productivity suite is all gonn | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQTFKXAXXQ0Q42F8J663EH", "signals": [{"quote": "Like you mentioned, we have, you know, a plethora, a smorgasbord, if you will, of first party offerings in terms of wh | observed | artifact ↗ | 2022-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS28EKT9AZ00243QGGW77N", "signals": [{"quote": "1000% Microsoft startups. We're on a mission to help all founders grow, innovate, no matter their background, progress | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS4ZKHAQ6M7BA0264WHZ9H9", "signals": [{"quote": "ass they needed yep now they have to justify their resistance and i think slack is still winning", "stance": "bearish" | observed | artifact ↗ | 2022-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVPFG3XSVK5EDN6SNAZD29", "signals": [{"quote": "azure coming up so fast that's microsoft's cloud 55 billion dollar run rate okay 46 percent year over year last quarte | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "And what Microsoft and Alphabet told us is that, you know what, they're pretty resilient. So collective sigh relief fo | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "All right. Well, let's dig into Microsoft in particular, because I do think when you resilient is such a good word. An | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "These numbers are just wild. I mean, we bow down to Satya Nadella. The CEO has just done an incredible job essentially | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "they forecast that it's going to be 40 plus percent growth next quarter to be able to do that in the current macro env | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "Microsoft is in this really unique position, they already have all of these enterprise customers. So the fact that the | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "No one talks about that with Microsoft. I think in these moments, that advantage becomes really evident.", "stance": " | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "the bundle is coming back, right? This is what got Microsoft in trouble in the 90s. Yes. And really did, you know, it | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "there are so many other Darth Vader's in the tech ecosystem now that I understand why Wall Street kind of ignores that | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "I did write a column for the Atlantic just a couple years ago about how Microsoft is just like, we're skating right un | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "Google, like the alphabet earnings, much like the Microsoft earnings are a story of how a draw is as good as a win.", | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWCA9JNH1D5510SPPGHKJZ", "signals": [{"quote": "they are so far behind Amazon and Microsoft cloud, they have to spend money, they have to cut deals that are more bene | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZWRAWYKWM049E52ASQE08", "signals": [{"quote": "I'm considering Microsoft right now. And that might be a trade I make later this week. Microsoft won that deal with Ne | observed | artifact ↗ | 2022-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZWRAWYKWM049E52ASQE08", "signals": [{"quote": "I think that is a good trade because I think that's going to bring a lot of advertisers. Last quarter had three last q | observed | artifact ↗ | 2022-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZWRAWYKWM049E52ASQE08", "signals": [{"quote": "LinkedIn has surpassed 10 billion in ad revenue over the past 12 months.", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2022-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT14MQ91EEY04T67Y5K43G1", "signals": [{"quote": "By some estimates over 90% of startups will go out of business in year one. That's why Microsoft created the Microsoft | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "either you need to have a distribution advantage which is why bing did okay", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "when you duck duck go you're actually using microsoft bing bing is actually crawling the web", "stance": "neutral", "s | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "doing great today yes microsoft ... netflix has named microsoft as its global advertising technology and sales partner | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "microsoft really i think interestingly just you wouldn't think of microsoft for this right as the like help you build | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "in q3 of 2022 uh they had almost 3 billion in ad revenue so that's 12 billion a year out of their whatever they have i | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "there's a huge loss for google and a huge win for microsoft uh in terms of building their ad networks", "stance": "bul | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2YAPD56X9F5ZWSR1WH852", "signals": [{"quote": "microsoft doesn't care about making a profit here they just want the lighthouse customer right so they can build that | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT5QEXA1MBT724VY0YNATEP", "signals": [{"quote": "Blizzard certainly had tens of millions of RTS players that believe Microsoft also does with, uh, age of empires franc | observed | artifact ↗ | 2022-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT642MFJ24ZS5C250HKXX5J", "signals": [{"quote": "microsoft created the microsoft for startups founders hub this program provides founders at any stage with up to six f | observed | artifact ↗ | 2022-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT8ZDNYP7TW4JZW3NZR3FVA", "signals": [{"quote": "if Microsoft hadn't been throttled in the nineties, um, uh, what would things look like today? They would have crushed | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT8ZDNYP7TW4JZW3NZR3FVA", "signals": [{"quote": "AWS, Microsoft, Azure, and Google have 65% of global spend on cloud computing. ... Amazon 33% market share, 22% for Mi | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT8ZDNYP7TW4JZW3NZR3FVA", "signals": [{"quote": "I mean, they came out of nowhere and won that big Jedi contract. Yeah. They're not messing around in the slightest in | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTB8WJ1FQWHK9FNNXJDX2XJ", "signals": [{"quote": "So still really compelling cost savings. By some estimates over 90% of startups will go out of business in year one. T | observed | artifact ↗ | 2022-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTC169PCS3Y9VA69H27XQ8Z", "signals": [{"quote": "microsoft created the microsoft for startups founders hub this program provides founders at any stage with up to six f | observed | artifact ↗ | 2022-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8P5CF20J8YTKQ90RX00ST", "signals": [{"quote": "So these are bigger companies that are older. So they've been around for many years with their employees saving like a | observed | artifact ↗ | 2022-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8P5CF20J8YTKQ90RX00ST", "signals": [{"quote": "once we have customers who already have sustainability mandates like Microsoft, Apple, et cetera, clearly care so much | observed | artifact ↗ | 2022-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8P5CF20J8YTKQ90RX00ST", "signals": [{"quote": "if you work at a big company, uh, like Microsoft, you could potentially move 1.5 billion dollars out of fossil fuels." | observed | artifact ↗ | 2022-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCZTY7A8R7FY4A5H63AJ8B", "signals": [{"quote": "Microsoft, well, all their senior HoloLens people have gone to Meta. I see every week.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCZTY7A8R7FY4A5H63AJ8B", "signals": [{"quote": "The HoloLens project is probably not going to be around in a year. I think they're going to lose the military contract | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEBVQVT1RFCKAAEG4Q23VK", "signals": [{"quote": "And that's why Microsoft created the Microsoft for Startups Founders Hub. This hub provides founders at any stage with | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVPMM5988S6E4W53CQ10E95", "signals": [{"quote": "microsoft nvidia and okta okta were all hacked over the past few months", "stance": "bearish", "signal_class": "fact_c | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFZE68SYWFBSM85NHGHSW8", "signals": [{"quote": "Microsoft has already come out and Bungie has already come out saying we're not going to make the Activision Blizzard | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFZE68SYWFBSM85NHGHSW8", "signals": [{"quote": "I mean, it does make you wonder if these are going to be platform exclusives going forward, or if Microsoft and Sony w | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFZE68SYWFBSM85NHGHSW8", "signals": [{"quote": "in 2000, Microsoft got the exclusive rights to Halo made it an exclusive, it became this huge hit.", "stance": "neutra | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFZE68SYWFBSM85NHGHSW8", "signals": [{"quote": "Sony and Microsoft are trying to shore up their libraries to make their consoles more appealing.", "stance": "neutral" | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "Microsoft absolutely crushing their earnings. They're printing money. Satya is doing an amazing job. He's like the low | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "Microsoft may have, in the words of Jim Cramer, had its best quarter ever. In its history. Do you have supply chain wo | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "Its revenue was up 20% year over year this quarter to 21. 20% on a very big number. Zero. Like, who thought Microsoft | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "the big takeaway for me was that they matched earnings on gaming, and that was almost $5.5 billion in revenue, which s | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "LinkedIn up 37% year over year. Yeah. Makes total sense. I mean, if you just think about LinkedIn as solving problems | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "The cloud business, of course, continues to be bonkers as your revenue alone up 46% year over year, intelligent cloud | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "they don't reveal exact revenue, for example, LinkedIn, Azure, which is interesting. Smart. They don't want to tip the | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "I have yet to identify a misstep by Satya Nadella at all. Even the hardware, even the surface hardware is pretty cool. | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "Satya Nadella is that he is crushing it. So he's so quiet, right? He's not in the mold of the CEO that is in the news. | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "they have managed to evade the antitrust scrutiny", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "Microsoft has made many that potentially reduce competition when it includes gatekeeping of which Microsoft is certain | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK09YRD46DC3GC9TH5FMDX", "signals": [{"quote": "It's interesting because they have 70 they have 75 billion in profit this year.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMWVTSA4F0ZG006CT4ZNRK", "signals": [{"quote": "I do have a feeling that Microsoft will figure it out. Obviously, they have a lot of HoloLens related technology. Obvi | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWMWVTSA4F0ZG006CT4ZNRK", "signals": [{"quote": "I mean, honestly, 10 years from now, I would not count out Microsoft, I really wouldn't. I think the HoloLens, I mean, | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWPE7SWXJNP746EJVFZKRCE", "signals": [{"quote": "89% of our startup advertisers utilize them. And I'll tell you why. Think about all the effort that goes into creating | observed | artifact ↗ | 2022-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7EFD3GG6WW2HJBVK0WPXR", "signals": [{"quote": "put it into google disney facebook microsoft google you know those big names that we know 10 years from now the compan | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXVFSY4CKEXHJCJ3FSDR6Y3", "signals": [{"quote": "we built, we built a strong partnership and it was, it was, yeah, for the most part a win-win.", "stance": "bullish", | observed | artifact ↗ | 2021-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXVFSY4CKEXHJCJ3FSDR6Y3", "signals": [{"quote": "I wouldn't quite say it was that extreme. And we actually had other OSs. I mean, we licensed Unix from AT&T and tried | observed | artifact ↗ | 2021-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VBKE0Q1JMSK4BPS82TWBN", "signals": [{"quote": "microsoft had an absurd quarter uh their revenue hit 51.7 billion up 20 percent in the quarter 20 percent year over ye | observed | artifact ↗ | 2022-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VD1BR42YPWPZJVGSMES1H", "signals": [{"quote": "I still think this Microsoft Activision deal on balance gets done, because if you take the absolute values away from i | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VD1BR42YPWPZJVGSMES1H", "signals": [{"quote": "And there's nothing fundamentally monopolistic about what would happen if you let Microsoft and Activision come togeth | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VD1BR42YPWPZJVGSMES1H", "signals": [{"quote": "And if Xbox has Call of Duty and Sony PlayStation doesn't, or the next console doesn't, maybe it does. You could make | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VYH2P3DPMBVXEDR6GTDYV", "signals": [{"quote": "this is exactly the the rough version of what happened to microsoft in their doj settlement their antitrust settlement | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "And Microsoft, which has a very deep relationship with open AI, but let's call it perhaps tenuous at times conflicted | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "But Microsoft, I'm guessing has seen enough to know that that relationship is not reliable", "stance": "bearish", "sig | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "this one shot up to the 13th best model in the world, which I think for a preview from Microsoft's AI division for the | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "But this de-risks them, Jason, because if they have their own model, they don't have to pay anyone else's margins. So | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "It's just all very weird, but it's a real testament to how great their product is. Um, and how the utilization of it a | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062MNKCQ5K30YGD5W9RNNWR", "signals": [{"quote": "Then you got the Mac 7, in some cases, pursuing models. Uh, I understand Amazon has a model now. Apple was doing somet | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066GTBENYMQBP3PVKXNPJA9", "signals": [{"quote": "Essentially, OpenAI wanted to buy all of WindSurf. That didn't work out because Microsoft was a sticking point as they | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066GTBENYMQBP3PVKXNPJA9", "signals": [{"quote": "the first one that kicked this all off was the Microsoft Inflection AI deal that was back in March of 24, $650 million | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066GTBENYMQBP3PVKXNPJA9", "signals": [{"quote": "How many of these, how many of these backdoor acquisitions have there been?", "stance": "neutral", "signal_class": "as | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06747JPWHJ1WVX5HW9CDETS", "signals": [{"quote": "microsoft recently changed the accounting of its depreciation jason okay pushing it out by one more year i think it wa | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C5X3HYBK4VXV66WV94F3K", "signals": [{"quote": "i'm also very excited to see that microsoft has added x ai's grok models to their azure ai foundry business which is e | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C5X3HYBK4VXV66WV94F3K", "signals": [{"quote": "if you're running azure you need to support everything obviously and if you're satya nadella uh you probably want to h | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C5X3HYBK4VXV66WV94F3K", "signals": [{"quote": "i remember so vividly the era of microsoft that was like anti-open source didn't want to work with other people wanted | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "Microsoft, which has record profits. Am I correct, Alex? Record profits at this moment in time? Yes. Record profits.", | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "In their most recent quarter, 25.8 billion dollars worth of net income, Jason, up 18% year over year. That's nearly 10 | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "I was shocked at just how many of these cuts in Washington state from Microsoft in this riff were software engineers, | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "Things are going smashingly for Microsoft and they're doing 6,000 people just hit the bricks.", "stance": "neutral", " | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "Gone are the days when Google was warehousing talent. Today, people don't want talent.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "It's been confirmed that they cut 3% of the workforce around 6,000 people.", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "if you started with Microsoft and you had a four-year grant and Microsoft shares doubled since that time, you might've | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "And this will have a very deep impact on the bottom line. Uh, if we can show the markets, Hey, we're doing more with l | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "it's a level of getting fit in austerity. It is very appealing to shareholders and it's very disturbing to rank and fi | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "it feels a little self-defeating for a company that's profitable... they're just telling their staff that they should | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "I think Microsoft seems to be going pretty gradually. 3% is a fairly reasonable number.", "stance": "neutral", "signal | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CH9ZPBTBN9T36Q2YENH9Y", "signals": [{"quote": "I always go back to that Satya Nadella quote from a few months ago, where he did that interview and he's talking about | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CSE0QVCHPY2C1KY9BE937", "signals": [{"quote": "Microsoft and ChatGPT, OpenAI have licensed content from people and paid a fee to do so.", "stance": "bullish", "signa | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CSE0QVCHPY2C1KY9BE937", "signals": [{"quote": "Microsoft, as but one example, wound up being able to sell their products in China and block Chinese pirates from doin | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JW9MEZ7AYQZYWQCSXS3QY", "signals": [{"quote": "um satya nela ceo of microsoft went on that podcast and talked about things and he said that the core weave deal was a | observed | artifact ↗ | 2025-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JW9MEZ7AYQZYWQCSXS3QY", "signals": [{"quote": "on one hand jason i'm so impressed with this company and on the other hand i'm kind of thinking is this just a tempora | observed | artifact ↗ | 2025-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JW9MEZ7AYQZYWQCSXS3QY", "signals": [{"quote": "i would say i'm guessing the issue is that um they needed more capacity because of the chat gpt deal yes and azure i w | observed | artifact ↗ | 2025-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06N9X48W9JZQR13SEK24P3G", "signals": [{"quote": "they're in competition with aws and microsoft azure which has all the", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2025-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NTERWVPZQF2E3FBMB23G9", "signals": [{"quote": "Sam Altman, you know, Satya Nadella, you know, Microsoft, they know what they're doing. They know this is going to cau | observed | artifact ↗ | 2025-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RXYZ2ZS26BFQ3BYNEK7RE", "signals": [{"quote": "microsoft has way more individual holders through index funds", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2024-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SG5CF3KWZSDKVC330C2MS", "signals": [{"quote": "which was only achieved after bing raises price factor 17 fold after they had to deal with open ai and we could not af | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VQFX4WYT9XF0ENMSVVFQG", "signals": [{"quote": "going back to Microsoft's, uh, earnings call Satya Nadella, a man who was putting a lot of his eggs in the AI basket, | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VQFX4WYT9XF0ENMSVVFQG", "signals": [{"quote": "other groups like Constellation with Microsoft, as you mentioned, want to co-locate data centers by nuclear facilities | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y87GTP9D1RES9SJSWDNC2", "signals": [{"quote": "inflection which was the first one right that microsoft pulled off um and got sulaiman who's now like the in charge of | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y87GTP9D1RES9SJSWDNC2", "signals": [{"quote": "obviously they had microsoft's help with all the capital and cloud credits and whatnot to be able to scale to where th | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZK6AJ9WP02DTZ75K3ZGXG", "signals": [{"quote": "Microsoft is currently working to actually get a nuclear power plant to turn back on just so it can help power its dat | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZK6AJ9WP02DTZ75K3ZGXG", "signals": [{"quote": "When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microso | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078KVGJ8JF01CDRMQ2R2ER7", "signals": [{"quote": "open ai plus microsoft plus google gemini or maybe the google apple alliance which seems to be emerging we talked abou | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078KVGJ8JF01CDRMQ2R2ER7", "signals": [{"quote": "and 63 said they were using microsoft", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_21 | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078KVGJ8JF01CDRMQ2R2ER7", "signals": [{"quote": "i think this technology is so powerful that putting your entire company in the hands of microsoft and open ai or googl | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0790HSYK9E0W4NN4KHBC10D", "signals": [{"quote": "Microsoft obviously is, you know, become the world's most valuable tech company, huge market cap. Now they added to th | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0790HSYK9E0W4NN4KHBC10D", "signals": [{"quote": "Yeah, who knows, but I mean, you would think in order to pull this off, they must have figured out a way to make those | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0790HSYK9E0W4NN4KHBC10D", "signals": [{"quote": "Uh, congratulations, uh, Satya and Nadella to running the table on everybody.", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0790HSYK9E0W4NN4KHBC10D", "signals": [{"quote": "I mean, my Lord, this guy is like, he, I mean, this is, people were like, Microsoft is cutthroat back in the day. It's | observed | artifact ↗ | 2024-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AMBY0PZQSTE8HAT1RW48Q", "signals": [{"quote": "there's custom chips within amazon and microsoft as well", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AMBY0PZQSTE8HAT1RW48Q", "signals": [{"quote": "ten thousand dollars a hundred thousand dollars like tableau level stuff and it's all been cracked and it's available | observed | artifact ↗ | 2024-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CDVJATXW4GXRJ6TJZ6CGC", "signals": [{"quote": "Noteworthy is that OpenAI's fund has outside LPs, which include none other than Microsoft.", "stance": "neutral", "sig | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CDVJATXW4GXRJ6TJZ6CGC", "signals": [{"quote": "when OpenAI had problems, what did Microsoft do? Microsoft went in and said, we'll take the entire team. We'll gut it. | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07P1AGX9RJN61KKN668FXG5", "signals": [{"quote": "he's put billions of dollars into this. He staked the reputation of Microsoft on this innovation.", "stance": "neutral | observed | artifact ↗ | 2023-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07P1AGX9RJN61KKN668FXG5", "signals": [{"quote": "Microsoft has tied their revenue and future products to open AI. Yes. That is what they've pitched wall street and it' | observed | artifact ↗ | 2023-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PSCG0T0FTJ2F8RP86Q1T2", "signals": [{"quote": "ignite where they launched a bunch of new um functionality that's built around open ai you know upwards of 10 differen | observed | artifact ↗ | 2023-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PSCG0T0FTJ2F8RP86Q1T2", "signals": [{"quote": "withholding information about a security breach uh or downplaying a security breach with a company like microsoft whic | observed | artifact ↗ | 2023-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PSCG0T0FTJ2F8RP86Q1T2", "signals": [{"quote": "don't own a board seat that is absolutely bonkers but they do own 49 of the company uh so that's insane so this is als | observed | artifact ↗ | 2023-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PSCG0T0FTJ2F8RP86Q1T2", "signals": [{"quote": "you can tell it's a great deal because when you first hear it you're like oh my god they made microsoft look foolish t | observed | artifact ↗ | 2023-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RT1YZDTB5WNN7AH464X5P", "signals": [{"quote": "Microsoft announced that it bought back $9.1 billion worth of shares this quarter, which is technically it's Q one. Th | observed | artifact ↗ | 2023-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RT1YZDTB5WNN7AH464X5P", "signals": [{"quote": "Satya in his comments mentioned AI almost 30 times in his opening statement. Here's a quote with co-pilots. We are mak | observed | artifact ↗ | 2023-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RT1YZDTB5WNN7AH464X5P", "signals": [{"quote": "They know where they're going. They know what's up. I mean, co-pilot is the obvious proof point here.", "stance": "bul | observed | artifact ↗ | 2023-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RT1YZDTB5WNN7AH464X5P", "signals": [{"quote": "Anybody who knows a developer hears from them that they're 10, 30, 50% faster. It depends on the task and how unique y | observed | artifact ↗ | 2023-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RT1YZDTB5WNN7AH464X5P", "signals": [{"quote": "So if that can happen with developers, that can happen with accountants. It can happen with lawyers. It can happen wit | observed | artifact ↗ | 2023-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07V2EYRGA5JNKT0QFQEBRQS", "signals": [{"quote": "Google docs, right? And Gmail was, and that whole Google office suite was a way to make Microsoft office cheaper.", "s | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07V2EYRGA5JNKT0QFQEBRQS", "signals": [{"quote": "Microsoft is losing $20 a month per user on average on Copilot. And some power users are costing them as much as $80 a | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07V7J2VPRPRPZZEQEPQV2SR", "signals": [{"quote": "Microsoft is kind of on this unique straddle there. They're open sourcing lots of unique pieces of content, uh, the ad | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07V7J2VPRPRPZZEQEPQV2SR", "signals": [{"quote": "And I think it, you know, does justify that, you know, Microsoft is still supporting, you know, open source, which, wh | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XMPGE6YP90BBAJQJQW6KT", "signals": [{"quote": "i think it's kind of useless that in this current form it's just a window that's open but it's ambitious", "stance": " | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XMPGE6YP90BBAJQJQW6KT", "signals": [{"quote": "the value of this being on the desktop level and in the operating system level sunny is that it has a hundred percent | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XMPGE6YP90BBAJQJQW6KT", "signals": [{"quote": "kind of the examples you're giving could be really powerful for for someone uh like microsoft to implement alongside y | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XMPGE6YP90BBAJQJQW6KT", "signals": [{"quote": "me do dark mode but it won't let me change my pointer speed because that's like a very common", "stance": "bearish", " | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XMPGE6YP90BBAJQJQW6KT", "signals": [{"quote": "this is why microsoft and google have massive advantages is because they're just involved in your day-to-day life so m | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y4RP9QXRNA7N5YAHFXMDB", "signals": [{"quote": "OpenAI is 49% owned by Microsoft. And then Sam says he hasn't owned any shares personally, but he controls the nonprof | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y4RP9QXRNA7N5YAHFXMDB", "signals": [{"quote": "If you're a member of Activision, there was a question would, you know, Microsoft allow Activision to be on other plat | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y4RP9QXRNA7N5YAHFXMDB", "signals": [{"quote": "She did do that with the Activision case. Uh, she got Satya Nadella to guarantee for 10 years, that call of duty would | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZSHS5R9T76MQBP9P6EB0C", "signals": [{"quote": "So, uh, Google Cloud grew, I think 54% year over year in Q2. Azure was 51%. So very, very close there.", "stance": "ne | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082Z63CRBJ39DE8ZSF172MR", "signals": [{"quote": "but microsoft and ibm were in fact uh disrupted by google and amazon", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08396BB07CMCEJXT2V22MA9", "signals": [{"quote": "Microsoft is larger than anybody ever really anticipated, including people in the industry", "stance": "neutral", "sig | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084HBFX7NVDRXCEN99T0YC7", "signals": [{"quote": "they have slashed their app store fees to 0.0 dollars and they allow any seller to use their own payment system this i | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084HBFX7NVDRXCEN99T0YC7", "signals": [{"quote": "a lot of the creators i know are moving to windows why are they moving to windows because apple products are too expen | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084HBFX7NVDRXCEN99T0YC7", "signals": [{"quote": "windows is a platform where things that are bigger than windows can be born like the web a platform can only serve soc | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084HBFX7NVDRXCEN99T0YC7", "signals": [{"quote": "microsoft was known as being vicious to their partners in the 80s you know lotus one two three and word perfect obviou | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084HBFX7NVDRXCEN99T0YC7", "signals": [{"quote": "and they obviously tried to and pretty much successfully um kneecapped netscape when they used to charge 50 bucks for | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BCNW4QBSP178WV0PDJ08T", "signals": [{"quote": "So in the book, I suggested that these companies like Microsoft, Google, Amazon, you know, pursue something called alt | observed | artifact ↗ | 2021-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08C6R4AM6WJBNJV7138TV6H", "signals": [{"quote": "He sold it to Microsoft, which was heartbreaking to me. He sold it in 2015. He had, I think, 13 million users for that | observed | artifact ↗ | 2020-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08C6R4AM6WJBNJV7138TV6H", "signals": [{"quote": "like you said, we, we need years to catch up with the existing products to reach feature parity.", "stance": "bullish" | observed | artifact ↗ | 2020-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A441KDG33173WBZ3M70CF1", "signals": [{"quote": "if you've played with that Windows operating system for mobile it is buttery I mean it is as nice as oh it's nicer des | observed | artifact ↗ | 2012-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A441KDG33173WBZ3M70CF1", "signals": [{"quote": "I think your point James is astute which is Windows the new Windows coming out is awesome and I was talking to a guy s | observed | artifact ↗ | 2012-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A441KDG33173WBZ3M70CF1", "signals": [{"quote": "feel like the way Microsoft when Microsoft did their dividend their stock just went sideways for a decade and it's lik | observed | artifact ↗ | 2012-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5FAB5PC2FCD4K6BGY7EPC", "signals": [{"quote": "My favorite example of this is Microsoft's old vision statement, which is a computer on every desktop. In every home." | observed | artifact ↗ | 2025-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACE81NZ1HNHY4NR1JWMDHD", "signals": [{"quote": "Microsoft, a woman who's a very talented person named, you may know her, Michal Braverman Blumenstic, who runs Microso | observed | artifact ↗ | 2024-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACM4ABKRF07C5YJSHJ8D2P", "signals": [{"quote": "Microsoft has been one of the most valuable companies off and on for my entire life. So thinking about just value pres | observed | artifact ↗ | 2024-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADK68THW9ZNCWMDWTA2PA9", "signals": [{"quote": "Clearly, Apple is feeling the pressure, just like Google did, of open AI, and Microsoft releasing tons of features.", | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADK68THW9ZNCWMDWTA2PA9", "signals": [{"quote": "And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most peopl | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF6XG2HGJS301B59VWPVQW", "signals": [{"quote": "if you look at inflection getting gutted and bought by microsoft without getting bought to avoid like ftc or you know | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF6XG2HGJS301B59VWPVQW", "signals": [{"quote": "microsoft's announcement was around laptops that have chips that allow you to record your desktop kind of like that st | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF6XG2HGJS301B59VWPVQW", "signals": [{"quote": "and so that's i guess the lesson here is where will all this activity get consolidated down into and if i were to make | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF6XG2HGJS301B59VWPVQW", "signals": [{"quote": "that do to open ai i think open ai is going to be the first person up the hill they get all the arrows and then maybe | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF6XG2HGJS301B59VWPVQW", "signals": [{"quote": "yeah i think there's a chance open ai might become uh on an economic basis a complete washout because they are they ha | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFXDW6AB8A6QGN30NP30RS", "signals": [{"quote": "microsoft's new copilot plus pcs are once again drifting in that direction i can see a world where gpt for omni plus v | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKRBNZ8FA89ZA699VF3AP4", "signals": [{"quote": "what we've seen with those is 50 to 75 improvements in productivity microsoft and service now both reported that they | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKRBNZ8FA89ZA699VF3AP4", "signals": [{"quote": "the big companies who got a big jump on it microsoft and google and others because they had the vast majority of phds | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKRBNZ8FA89ZA699VF3AP4", "signals": [{"quote": "microsoft deal to buy inflection they didn't buy it but they did some sort of 650 million dollar licensing deal took t | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKRBNZ8FA89ZA699VF3AP4", "signals": [{"quote": "even the strategic investments that some of amazon is making into some of these lm companies or microsoft is making an | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN6PPH775XC5PVK4XWZ5YP", "signals": [{"quote": "I think that's why you're seeing entities like Microsoft, Meta, et cetera, who are focused on building their own Silic | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN6PPH775XC5PVK4XWZ5YP", "signals": [{"quote": "And I think that's why you're seeing some companies that up, uh, uh, Microsoft throw so much capex into ensuring they | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN6PPH775XC5PVK4XWZ5YP", "signals": [{"quote": "If Bing offers this to, you know, their four or 5% market share, they're kind of, they can lose money on it because th | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR3YNZGAXKWYDS4MHSNQRB", "signals": [{"quote": "Microsoft is doing a couple of things. Number one, they won a cloud deal, and that's going to be a great deal for them | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVC66KAWJ16K5D5TFG15CP", "signals": [{"quote": "i mean listen the same thing's going on at microsoft right satya is out this week saying you know citing morgan stanle | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVC66KAWJ16K5D5TFG15CP", "signals": [{"quote": "jensen said to me on the pod he's like nobody comes close microsoft doesn't come close you know google doesn't come cl | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
source.document.reference | {"kind": "video", "title": "All-In — Senators Fetterman & McCormick — microsoft", "source_id": "01KXRPBDX1TQ6G04WTHYAK7E2N-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:53ad2f05d06833a6c1e5b55f | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In E279 — AI and geopolitics — microsoft", "source_id": "01KXRPBDYCZ1WPN3Q8780CYPNF-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:e37c0b24d914f8d39b964c9a37aba21 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In — Best Ideas Pitch Competition — microsoft", "source_id": "01KXRPBDZ2FE2BHN1CAREA46SJ-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:d620f51be2974e329f6969a697 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence — microsoft", "source_id": "01KXRSFXYE0AVQ9HW3ZQYQ5KWV-m-9fbf261b62c1d7c0", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits — microsoft", "source_id": "01KXRSFXZHQZDW92WQ35S46412-m-9fbf261b62c1d7c0", "extract_ref": | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "They're Opening the Stock Market to Everyone. Here's What That Actually Means — microsoft", "source_id": "01KXRSFY1R5136H4FVC4ZPAP7J-m-9fbf261b62c1d7c0", "extract_ref": "ar | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV — microsoft", "source_id": "01KXRSFY3SCEM68P9GNFJD4A74-m-9fbf261b62c1d7c0 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition — microsoft", "source_id": "01KXRSFY5TWW8957KW6PJGNK30-m-9fbf261b62c1d7c0", "extract_ref": | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism — microsoft", "source_id": "01KXRSFY7G6S7FX3179NW3Z4Q2-m-9fbf261b62c1d7c0", "extract_ref": | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias — microsoft", "source_id": "01KXRSFYCN5QPN4DCA0XV3J6HX-m-9fbf261b62c1d7c | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech — microsoft", "source_id": "01KXRSFYEG276RTW68GR7ARBAQ-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha25 | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis — microsoft", "source_id": "01KXRSFYKR596ZFY1NTK9VFNYM-m-9fbf261b62c1d7 | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy — microsoft", "source_id": "01KXRSFYM2E3EEVMMPW4DPJ1PQ-m-9fbf261b62c1d7c | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Nikola Motors update, El Salvador launches $1B bond to build “Bitcoin City” on a volcano | E1331 — microsoft", "source_id": "01KXRSPJVYSXFZQZJ5DPAHEX1J-m-9fbf261b62c1d7c0", | observed | artifact ↗ | 2026-08-13 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Meta: Facebook's new name + DuckDuckGo CEO Gabriel Weinberg: the privacy search engine | E1315 — microsoft", "source_id": "01KXRSPK1ZVCGNJAEFJJFT6S89-m-9fbf261b62c1d7c0", " | observed | artifact ↗ | 2026-08-13 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Google's game-changing ad policy + Michael Dell on \"Play Nice But Win\" | E1293 — microsoft", "source_id": "01KXRSPK9GA31J7YKBFZ3NAAEA-m-9fbf261b62c1d7c0", "extract_ref": | observed | artifact ↗ | 2026-08-13 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Bootstrapping vs. taking Venture Capital (FounderU) + Ask An Angel with Zach Coelius | E1260 — microsoft", "source_id": "01KXRSPKRVPMQFSBT4D2F46CE6-m-9fbf261b62c1d7c0", "ex | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "News! Robinhood/Duolingo IPOs, Big Tech earnings, China & more w/ TechCrunch’s Alex Wilhelm | E1257 — microsoft", "source_id": "01KXRSPKT650KPZZWNNJX7EH2F-m-9fbf261b62c1d7c | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Education’s war on excellence, AWS atrophy, France fines Google + AppHarvest’s Josh Lessing | E1245 — microsoft", "source_id": "01KXRSPKZB7RW0HANFBPKXR2FA-m-9fbf261b62c1d7c | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Biden targets big corporations + Tether Investigation with Bitfinex’ed | E1243 — microsoft", "source_id": "01KXRSPM06X4PGXA8GS8PGEM4X-m-9fbf261b62c1d7c0", "extract_ref": "a | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Peter Thiel’s $5B IRA, Black creators strike on TikTok, BuzzFeed SPAC, Microsoft vs. Apple | E1237 — microsoft", "source_id": "01KXRSPM29Q67F2C09H09KMYMT-m-9fbf261b62c1d7c0 | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Reid Hoffman on the Joby Aviation SPAC, lessons from early Airbnb & Facebook bets | Angel S5 E6 — microsoft", "source_id": "01KXRSPMXQAAGQFJ7JCNACXX27-m-9fbf261b62c1d7c0", | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Elad Gil on his product-market driven thesis, entering the \"go public sooner\" decade | Angel S5 E3 — microsoft", "source_id": "01KXRSPN2QFWPKCFF0RXMDGEJB-m-9fbf261b62c1d7 | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Joel Greenblatt on market factors, improving education, reducing income inequality & more | E1159 — microsoft", "source_id": "01KXRSPN8XND9B8CGKV38PF4Y5-m-9fbf261b62c1d7c0" | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Employment Agreement deep dive with Becki DeGraw | Wilson Sonsini Startup Legal Basics — microsoft", "source_id": "01KXRSPNCV84AJR57PC6K3ME8Y-m-9fbf261b62c1d7c0", "extract_ | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E1150: Creating a better presentation software with Pitch's Christian Reber | Rising Stars of SaaS 9 — microsoft", "source_id": "01KXRSPNDBARWTNC2RG0EZ4Q2V-m-9fbf261b62c1d7 | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "This Week in Cloud Computing - Gaurav Dhillon, CEO of SnapLogic — microsoft", "source_id": "01KXRSQ20MF222B4ERFD4533XT-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256: | observed | artifact ↗ | 2026-08-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — microsoft", "source_id": "01M0ABWCFPYJ87KKPVKC7CD2MP-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:0bf795160f87dc44af2c92ad0e5f0199ce6bd28162 | observed | artifact ↗ | 2026-08-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — microsoft", "source_id": "01M11HEV8JQXF4FFKMW5339CW5-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:563884b35a0d6e0d57f6ec7b71351e1d316c16acdb | observed | artifact ↗ | 2026-08-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — microsoft", "source_id": "01M16P88WM7R016HR5XMRYFZNA-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:bbb4186d21f75d0758cebf9479750c1976ac6b3543 | observed | artifact ↗ | 2026-08-29 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — microsoft", "source_id": "01M16P88XFTX4WE68RZJQFQKEJ-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:d065b3eecf0c339f406d5401c2b96452f828d9ea39 | observed | artifact ↗ | 2026-08-29 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — microsoft", "source_id": "01M1P4MJGT5PZ0TRPJYRN9NYXD-m-9fbf261b62c1d7c0", "extract_ref": "artifact:sha256:2a2197f8d8dc9bf1a079681cb54f25ccd46f8f17c4 | observed | artifact ↗ | 2026-09-04 | normalized | 0.95 |
website_url | https://microsoft.ai | observed | enrichment | 2026-07-24 | normalized | 0.75 |
website_url | https://microsoft.ai | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.80 |