https://minutesof.com/on/microsoft/ Everyone on the record about Microsoft: 58 verbatim quotes from 3 people, December 2012 to May 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:06 +0000 https://minutesof.com/q/c48365dd-8117-4367-8cf3-593909495dd4/ https://minutesof.com/q/c48365dd-8117-4367-8cf3-593909495dd4/ “I think it's extraordinary that we're financing almost a trillion dollars of capex a year to build out the the entire AI infrastructure without any money from the US government.” — Brad Gerstner, Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 microsoft https://minutesof.com/q/38451ef6-c26a-49ea-90de-c686cf7e3a12/ https://minutesof.com/q/38451ef6-c26a-49ea-90de-c686cf7e3a12/ “I think that had Microsoft not been under threat in the late nineties, you may not have seen Amazon or Google or a lot of companies you may not have seen.” — Bill Gurley, Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 microsoft https://minutesof.com/q/155ebc2c-332b-4d65-97c1-cb00df037d5d/ https://minutesof.com/q/155ebc2c-332b-4d65-97c1-cb00df037d5d/ “So you get equity for credits and then those credits are used to run workloads on Azure. That is cashless revenue for Microsoft.” — Bill Gurley, Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 microsoft https://minutesof.com/q/a075b3db-1210-429b-9732-37b510d07b22/ https://minutesof.com/q/a075b3db-1210-429b-9732-37b510d07b22/ “In almost every case, he ended up becoming known more for the side hustle than the core job.” — Bill Gurley, Afford Anything Podcast Fri, 13 Mar 2026 19:00:04 +0000 microsoft https://minutesof.com/q/3dc55801-84c8-4ec3-82aa-d2d2dcd8c013/ https://minutesof.com/q/3dc55801-84c8-4ec3-82aa-d2d2dcd8c013/ “I don't think they're dependent on the partner anymore, and it harkens back in my brain to IBM letting Microsoft put the OS inside their PC.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 microsoft https://minutesof.com/q/2f3ab552-4b93-4fe6-832f-f083289b0978/ https://minutesof.com/q/2f3ab552-4b93-4fe6-832f-f083289b0978/ “And he said, he told everyone we're gonna change it from a know it all culture to a learn it all culture.” — Bill Gurley, Brew Markets Fri, 27 Feb 2026 20:28:10 +0000 microsoft https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ “I haven't heard them break ground on any data center. I hear Microsoft building data centers, Oracle building data centers, CoreWeb building data centers, SoftBank building data centers.” — Brad Gerstner, Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 microsoft https://minutesof.com/q/7d9d0bab-255a-445a-a1d8-0e08420af839/ https://minutesof.com/q/7d9d0bab-255a-445a-a1d8-0e08420af839/ “And then the other one is, given our estimates on what your capacity is in 2028, is three and a half gigawatts lower? Sure, you could have dedicated that to OpenAI training and inference capacity.” — Dylan Patel, Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 microsoft https://minutesof.com/q/673f6704-1ccd-4ba3-becc-86b17ed47c27/ https://minutesof.com/q/673f6704-1ccd-4ba3-becc-86b17ed47c27/ “you talked about 400,000,000,000 it's an incredible number, of remaining performance obligations last night. You said that, you know, that's your booked business today. It'll surely go up tomorrow as sales continue to come in.” — Brad Gerstner, BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 microsoft https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ “Microsoft started investing in 2019, has invested in the ballpark of $1,314,000,000,000 dollars into OpenAI. And for that, you get 27% of the business ownership in the business on a fully diluted basis.” — Brad Gerstner, BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 microsoft https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ “Microsoft started investing in 2019, has invested in the ballpark of $1,314,000,000,000 dollars into OpenAI. And for that, you get 27% of the business ownership in the business on a fully diluted basis.” — Brad Gerstner, BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 microsoft https://minutesof.com/q/ef450a94-7e23-421f-a308-0ccb8d1c788f/ https://minutesof.com/q/ef450a94-7e23-421f-a308-0ccb8d1c788f/ “That's a rev that's a cashless transaction. Like, there's no cash, but it becomes an income statement revenue item for Microsoft. And I don't think that's ideal from an economic standpoint.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 microsoft https://minutesof.com/q/426381f9-81e6-4eb1-9572-baa0cd988bf7/ https://minutesof.com/q/426381f9-81e6-4eb1-9572-baa0cd988bf7/ “That's a rev that's a cashless transaction. Like, there's no cash, but it becomes an income statement revenue item for Microsoft.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 microsoft https://minutesof.com/q/258c1bc3-248a-45d6-9b0a-dd0621adbd80/ https://minutesof.com/q/258c1bc3-248a-45d6-9b0a-dd0621adbd80/ “How are you gonna how are you gonna pay for this? By the end of the year, it's like 14 right now. Right? Billion dollars on an ARR basis.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 microsoft https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ “the largest company, Microsoft, today is like 3 and onetwo trillion. Let's say that Microsoft, I don't know, doubles in ten years. It would only be growing at 7% per year.” — Brad Gerstner, BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 microsoft https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ “the largest company, Microsoft, today is like 3 and onetwo trillion. Let's say that Microsoft, I don't know, doubles in ten years. It would only be growing at 7% per year.” — Brad Gerstner, BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 microsoft https://minutesof.com/q/06542901-f0be-4283-b631-803ba71315e7/ https://minutesof.com/q/06542901-f0be-4283-b631-803ba71315e7/ “If the president signs this into law as part of reconciliation on July 4 of this year, that means on our two hundred and fiftieth anniversary, 07/04/2026, we can have 40,000,000 children, 40,000,000 families.” — Brad Gerstner, CNBC Television Mon, 05 May 2025 18:29:26 +0000 microsoft https://minutesof.com/q/53576486-a752-4056-a649-74104929ca23/ https://minutesof.com/q/53576486-a752-4056-a649-74104929ca23/ “And so they also we don't know. You know, it it sounds like OpenEye wants them to convert to equity, and we have no idea whether they're willing to do that or not.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 microsoft https://minutesof.com/q/e09e9402-23fc-4be9-8e2d-8835a1d1017d/ https://minutesof.com/q/e09e9402-23fc-4be9-8e2d-8835a1d1017d/ “They have profit rights up to, like, $90,000,000,000. No one's ever signed a piece of paper like that before.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 microsoft https://minutesof.com/q/d83902d8-ceb0-4c5f-a5f3-199363ca33f5/ https://minutesof.com/q/d83902d8-ceb0-4c5f-a5f3-199363ca33f5/ “The deal between Microsoft and OpenAI, as it's been reported, once again, I've never seen it. Sounds like one of the more complex deals of all time. They have profit rights up to, like, $90,000,000,000.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 microsoft https://minutesof.com/q/0812855d-886e-4bc2-8608-82c28deb7527/ https://minutesof.com/q/0812855d-886e-4bc2-8608-82c28deb7527/ “The deal between Microsoft and OpenAI, as it's been reported, once again, I've never seen it. Sounds like one of the more complex deals of all time.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 microsoft https://minutesof.com/q/1f05e933-62cf-41bc-8ccd-b022653c4c8b/ https://minutesof.com/q/1f05e933-62cf-41bc-8ccd-b022653c4c8b/ “It all comes down ultimately to the revenues that are generated by the people who are making the purchases of the GPUs. Right?” — Brad Gerstner, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 microsoft https://minutesof.com/q/649e356b-f687-433d-ba6b-bcdb6dc09206/ https://minutesof.com/q/649e356b-f687-433d-ba6b-bcdb6dc09206/ “Do you worry that someone might think kind of first principles AI from ground up and that some of the infrastructure say in an Excel spreadsheet isn't necessary to know if you did an AI first product.” — Bill Gurley, Bg2 Pod Thu, 12 Dec 2024 18:20:19 +0000 microsoft https://minutesof.com/q/a835bbb3-8ed9-42b4-b389-2fb5d84db925/ https://minutesof.com/q/a835bbb3-8ed9-42b4-b389-2fb5d84db925/ “I think that it's definitive that you may be the best CEO hire of all time. I mean, trillion is unmatched.” — Bill Gurley, Bg2 Pod Thu, 12 Dec 2024 18:20:19 +0000 microsoft https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ “Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,” — Brad Gerstner, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 microsoft https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ “Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,” — Brad Gerstner, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 microsoft https://minutesof.com/q/ec3b555e-1b35-441e-b9b8-346be76df418/ https://minutesof.com/q/ec3b555e-1b35-441e-b9b8-346be76df418/ “And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site. Now the interesting thing is that each GPU takes roughly 1,000 watts to 1,400 watts.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 microsoft https://minutesof.com/q/9be72128-ac52-447d-82bc-c0e5f69e03de/ https://minutesof.com/q/9be72128-ac52-447d-82bc-c0e5f69e03de/ “And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 microsoft https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ “Here you can see that same data center, that same type of data center vertically. And that's 48 megawatts, or 57, And then this data center center is like 300 megawatts.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 microsoft https://minutesof.com/q/fb831a44-ddf5-4c82-9e85-d209a6316700/ https://minutesof.com/q/fb831a44-ddf5-4c82-9e85-d209a6316700/ “three hundred to, like, seven 500,000, let's say, but those GPUs are two to three x faster, right, versus the 100 k cluster.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 microsoft https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ “Microsoft slash OpenAI slash their partners for them. And then and then potentially even more, 500 k GB two hundreds, right, is a gigawatt. Right? And that's, like, online next year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 microsoft https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ “Amazon is buying this nuclear powered Talon data center facility, and now Microsoft this week announces with CEG that they're going to bring 3 Mile Island out of retirement.” — Brad Gerstner, BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 microsoft https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ “I could imagine if you had four more reactors sitting here, right, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for Nvidia, you could have the data center sitting right next to them.” — Brad Gerstner, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 microsoft https://minutesof.com/q/9c92f33c-5ad1-45b6-ad4f-a24358c590e0/ https://minutesof.com/q/9c92f33c-5ad1-45b6-ad4f-a24358c590e0/ “Satya very quickly said this is a supply driven wave. And I think up to date, that is true. We're we're building ahead of demand.” — Brad Gerstner, BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 microsoft https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ “I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 microsoft https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ “I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 microsoft https://minutesof.com/q/c8f4b361-ea0f-4d50-9bd0-c71b55caed21/ https://minutesof.com/q/c8f4b361-ea0f-4d50-9bd0-c71b55caed21/ “I think that if you're an investor, owning some of the companies that you think you're really confident are going to continue to compound and benefit from AI, the Microsofts of the world, the Nvidias of the world, seems to me like a relatively safe place.” — Brad Gerstner, BG2 Pod Thu, 16 May 2024 19:31:21 +0000 microsoft https://minutesof.com/q/33759596-2b57-40fb-b3bd-4c4506972150/ https://minutesof.com/q/33759596-2b57-40fb-b3bd-4c4506972150/ “So that's over 11,000,000,000 a year. And this morning we woke up and read about them taking some employees from a hot AI company in the valley.” — Bill Gurley, BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 microsoft https://minutesof.com/q/be3f41ef-475b-4d6a-936e-73cd87d6b72c/ https://minutesof.com/q/be3f41ef-475b-4d6a-936e-73cd87d6b72c/ “It's up because Susan Lee from Meta just told us yesterday that they're going to make huge future investments in infrastructure, read NVIDIA, in order to support all of these initiatives.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 microsoft https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ “A year ago, I was concerned and some others were whether or not Microsoft's early lead because of their partnership with OpenAI would cause a bunch of customers to leave Amazon and go to Azure in order to take advantage of the benefits of OpenAI.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 microsoft https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ “A year ago, I was concerned and some others were whether or not Microsoft's early lead because of their partnership with OpenAI would cause a bunch of customers to leave Amazon and go to Azure in order to take advantage of the benefits of OpenAI.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 microsoft https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ “the best bets on AI over the course of the last eighteen months or two years, we were fortunate to be in, were NVIDIA and Microsoft, Snowflake.” — Brad Gerstner, iConnections Wed, 31 Jan 2024 17:38:34 +0000 microsoft https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ “the best bets on AI over the course of the last eighteen months or two years, we were fortunate to be in, were NVIDIA and Microsoft, Snowflake.” — Brad Gerstner, iConnections Wed, 31 Jan 2024 17:38:34 +0000 microsoft https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ “We expect our forecast is that Microsoft and Amazon, you know, Snowflake, they'll all accelerate their growth rates this year. Right?” — Brad Gerstner, BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 microsoft https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ “We expect our forecast is that Microsoft and Amazon, you know, Snowflake, they'll all accelerate their growth rates this year. Right?” — Brad Gerstner, BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 microsoft https://minutesof.com/q/a99d2717-a496-436b-9205-164558f77226/ https://minutesof.com/q/a99d2717-a496-436b-9205-164558f77226/ “I do think that it is a really important thing that you're pointing out, which is at a very minimum, I think we can say that the participation of MANG, Microsoft, Amazon, Nvidia, and Google, is distorting the price in the market in a way that wouldn't occur if it was all arm's length transaction with financial investors.” — Brad Gerstner, BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 microsoft https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ “we have this explosion in venture capital investing coming out of four companies, right? He called them MANG. Microsoft, Amazon, know, Nvidia and Google.” — Brad Gerstner, BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 microsoft https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ “But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly believe it'll be tens of trillions if not hundreds of trillions of dollars.” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 microsoft https://minutesof.com/q/23028c1a-2fc9-45e8-b065-6411ce4a43ce/ https://minutesof.com/q/23028c1a-2fc9-45e8-b065-6411ce4a43ce/ “Fifteen years before ChatGPT started producing answers, Satya knew that that's where they had to get to if they were going to leapfrog Google.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 microsoft https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ “The person who bought Ferricast in 2008 for Microsoft was Satya Nadella. Oh, He was running Bing at the time. Right.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 microsoft https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ “The person who bought Ferricast in 2008 for Microsoft was Satya Nadella. Oh, He was running Bing at the time. Right.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 microsoft https://minutesof.com/q/8aaa9960-8612-4278-ba3f-9e55b74014f5/ https://minutesof.com/q/8aaa9960-8612-4278-ba3f-9e55b74014f5/ “At 10 years old, you'll have $12,000 in that account. You see that you own a little bit of Tesla, of of Microsoft, of UnitedHealthcare.” — Brad Gerstner, CNBC Television Wed, 08 Nov 2023 15:50:49 +0000 microsoft https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/ https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/ “Satya, the CEO of Microsoft, who I saw last week, said to me that Copilot is the fastest growing product in the history of Microsoft.” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 microsoft https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/ https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/ “Satya, the CEO of Microsoft, who I saw last week, said to me that Copilot is the fastest growing product in the history of Microsoft.” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 microsoft https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ “what was their motivation to take such a dilutive round, know, the 10,000,000,000 at what was the valuation at 30?” — Brad Gerstner, All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 microsoft https://minutesof.com/q/1b71679f-0b73-46f7-a0b4-90f535c7c549/ https://minutesof.com/q/1b71679f-0b73-46f7-a0b4-90f535c7c549/ “If they had been able to tie the browser to search the way they did, the way they went after Netscape aggressively, I think they would have succeeded. They're really good at that stuff.” — Bill Gurley, Bloomberg Tech Fri, 16 Oct 2020 00:08:57 +0000 microsoft https://minutesof.com/q/916601b2-7af9-4fe3-8910-e55aaa30153e/ https://minutesof.com/q/916601b2-7af9-4fe3-8910-e55aaa30153e/ “I actually believe in my heart of hearts that the government restricting Microsoft's ability to leverage their way through the browser, open the door for Facebook, Google, Amazon.” — Bill Gurley, Bloomberg Tech Fri, 16 Oct 2020 00:08:57 +0000 microsoft https://minutesof.com/q/177345e7-9b27-441c-8b45-c7d617df7a7e/ https://minutesof.com/q/177345e7-9b27-441c-8b45-c7d617df7a7e/ “When I got into venture, every startup presentation ended with what are you going to do when Microsoft does this? Right.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 18:06:49 +0000 microsoft