Microsoft
✓ Independent editorial coverageTechnology company: Windows, Azure, Microsoft 365, GitHub and Copilot products.
88
episodes
with mentions
9
central
episodes
403
transcript
mentions
6
products
& models
Apr 2024
first
mention
Aug 2026
latest
mention
Counts come from the 2026-07-22 package transcript links: a role and a mention count are recorded per episode.
Featured analysis
All episodes →SpaceX Approached $3 Trillion Because the AI Market Has Started Valuing Entire Infrastructure Empires, Not ModelsMarkets, investment, and business modelsThe US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAChips, compute, and data centersMeta and Microsoft Are Dividing User Habits, Not ModelsAI models and assistantsAI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad InterfaceMarkets, investment, and business models
Coverage timeline
role → prominence → date ▾
124 · 2026-06-21SpaceX Approached $3 Trillion Because the AI Market Has Started Valuing Entire Infrastructure Empires, Not Modelscentral058 · 2025-05-18The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAcentral048 · 2025-03-09Meta and Microsoft Are Dividing User Habits, Not Modelscentral034 · 2024-12-01AI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad Interfacecentral016 · 2024-07-28Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?central010 · 2024-06-16ChatGPT Is Already Useful in Everyday Life, but the Industry Still Cannot Turn AI Into a Proper Productcentral008 · 2024-06-02NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real Defensibilitycentral002 · 2024-04-19Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and Workcentral001 · 2024-04-12The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI Racecentral136 · 2026-07-19ChatGPT or Claude: Which System Will Become the Main Interface for Work and Life?analysis107 · 2026-04-26AI Agents Change Work Not by Replacing an Employee, but by Rewriting the Process Itselfanalysisextra14 · 2026-01-14OpenAI, Google, and Apple Build AI in the Image of Their Own Organizations—and That Is Why Their Products Are So Differentanalysis069 · 2025-08-03Meta’s “Personal Superintelligence” Sounds Good, but Users Need an Assistant That Works Todayanalysisextra09 · 2025-07-23Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Changeanalysis059 · 2025-05-25OpenAI Wants a Device of Its Own While Google Turns the Entire Internet Into One AI Interfaceanalysis042 · 2025-01-26The $500 Billion Stargate: AI Is Becoming a National Industrial Programanalysis040 · 2025-01-12Twelve AI Trends Reduce to One: The Technology Is Becoming Infrastructureanalysis039 · 2025-01-052025 Began Not With AGI, but With AI Moving From the Screen Into the Physical Worldanalysis033 · 2024-11-24When Gemini Told a Person to Die, the Problem Was Not ‘Evil AI’ but the Absence of Accountabilityanalysis030 · 2024-11-03Claude Can Already Control a Computer, While Apple Intelligence Still Gets in the User's Wayanalysis022 · 2024-09-08Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face Valueanalysis018 · 2024-08-11The US Election Is Reshaping the Technology Market Faster Than It Appearsanalysis003 · 2024-04-26AI Is Moving Closer to People—and Reaching Too Far Into Their Lives at the Same Timeanalysis138 · 2026-07-22AI-Native: The Future of Companies or the Most Expensive Mistake?context132 · 2026-07-10AI Is Accelerating Its Own Development: AGI Will Come Not From One Breakthrough, but From a Loop in Which Each Model Helps Build the Nextcontext121 · 2026-06-14Claude Fable 5 Showed a New Level of Work—and How Strategic a Model Has Becomecontext109 · 2026-05-10Codex Replaced $700 Software, but AI Design Still Does Not Know the Size of the Wallcontext108 · 2026-05-03ChatGPT-5.5 Reads Prompts and Gets More Expensive: Personalization Is Growing Faster Than Trustcontext103 · 2026-03-29While OpenAI Scales Back Sora, Google and Anthropic Are Turning Legacy Software Into an Unnecessary Layercontext097 · 2026-02-15AI Agents Are Becoming a Systemic Force: One Error Now Travels Through Code, Money, and the Physical Worldcontext095 · 2026-02-01Musk Is Suing OpenAI While Both Sides Build a Future Valued in the Trillionscontext092 · 2026-01-11AI Is Entering Health and the Home, but Everyday Reliability Lags Behind Medical Promisescontext087 · 2025-12-07“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and Influencecontext085 · 2025-11-23Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an Examcontext084 · 2025-11-16A Trillion-Dollar OpenAI and a Million Tesla Robots: The Market Is Pricing Scale Before It Has Seen Reliabilitycontext082 · 2025-11-02A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the Productcontext080 · 2025-10-19An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App Itselfcontext077 · 2025-09-28OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main Employercontext073 · 2025-08-31Apple Can Buy Google’s Model, but It Cannot Buy an Organization That Knows How to Ship AIcontext070 · 2025-08-10GPT-5 Became Easier to Use, but the Main Progress Is Not One Benchmark—It Is How the Model Handles a Taskcontext068 · 2025-07-27The ChatGPT Agent Promises to Act for You—and Immediately Runs Into Control, Marketing, and Safetycontext063 · 2025-06-22AI Promises a Therapist and an Honest Startup—and Receives Trust That Should Never Be Given Automaticallycontextextra04 · 2025-05-07AI in Schools Depends Not on Model Quality, but on Who Decides How Children Learncontext054 · 2025-04-20Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a Productcontext051 · 2025-03-30The US, China, and Europe Are Regulating AI for Three Different Goalscontext047 · 2025-03-02AI Can Be Talked Into Revealing a Password—and That Is an Exact Model of Future Attackscontext045 · 2025-02-16Tech Giants Cannot Deploy AI Because Their Main Problem Is Not the Model—It Is Their Own Companycontext044 · 2025-02-09After DeepSeek, the Market Started Asking Not Where a Model Comes From, but Where Its Output Can Be Trustedcontext037 · 2024-12-22Sora, Video Chat, and a $56 Billion Court Case: Technology Accelerates, but People Still Make the Rulescontext028 · 2024-10-20Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of Scalecontext017 · 2024-08-04ChatGPT Is Changing Search, but the Web Is Not Disappearing—What Changes Is Who Captures the Valuecontext015 · 2024-07-21Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of Failurecontext013 · 2024-07-07China Is Not Merely Catching Up in AI—It Is Building Its Own Technology Systemcontext011 · 2024-06-23Apple Has Put AI Into the iPhone, but the Biggest Risk Is Not Siricontext009 · 2024-06-09AI Has Not Hit a Ceiling—Products and Corporations Havecontext007 · 2024-05-26Why ChatGPT Is ‘Getting Dumber,’ Apple Is Moving Slowly on AI, and Our Data Is the Most Fragile Part of the Systemcontext004 · 2024-05-04Sora Is Changing Media Production, Not Eliminating the Profession—It Is Changing the Price of the Resultcontext149 · 2026-08-14Will We No Longer Be Able to Tell Humans from AI? What Counts as Evidence Now?brief133 · 2026-07-12The Problem With New AI Models Is No Longer Power, but the Person Who Has to Make Sense of Them Allbrief122 · 2026-06-15Anthropic Disabled Fable 5 for More Than an Ordinary Bug: The Model Ran Into National-Security Requirementsbrief120 · 2026-06-12AI Has Started Building Itself: Development Speeds Up, and the Main Human Skill Shifts to Choosing the Directionbrief119 · 2026-06-10ChatGPT Has Gained “Living Memory”: The Assistant Becomes More Useful, but Someone Else’s Version of You Can Persistbrief110 · 2026-05-17AI Is Already Choosing for You: Price, Fear, and Previous Prompts Turn Advice Into Personalized Manipulationbrief105 · 2026-04-12AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is Endingbrief101 · 2026-03-15GPT-5.4 Is Stronger, but Google Wins Where the Model Already Lives Inside the Documentsbrief100 · 2026-03-08OpenClaw Gains Access to Your Computer: An Agent’s Utility Grows in Exact Proportion to the Possible Leakbriefextra15 · 2026-03-04AI Safety Is Not a Fight Against an “Evil Model,” but a Fight Over the Right of People and States to Set Its Rulesbrief099 · 2026-03-01A New Voice and Call Recording Make ChatGPT a Participant in the Meeting—While Sources Turns Projects Into Working Memorybrief094 · 2026-01-251.9 GW for OpenAI: AI Companies Are Beginning to Resemble States in Energy Use and Influencebrief093 · 2026-01-18Personal AI Promises to Know You Better—and Quietly Turns Data Into the Main Productbriefextra13 · 2025-12-312025 Was the Year of AI Users, Not Companies: Models Entered Life Faster Than Business Processesbriefextra12 · 2025-12-17We Have Entered the Age of AI Video: Value Is Moving From the Ability to Create a Clip to the Ability to Prove Who Created Itbrief088 · 2025-12-14China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment Speedbrief083 · 2025-11-09AI Agents Are Not Ready to Replace Work Yet—but They Are Already Changing Prices, GDP, and the Rules of Online Storesbrief075 · 2025-09-14Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Carbrief067 · 2025-07-20Grok 4 Is Impressive in Speed and Ambition, but a Work Tool Is Not Defined by a Benchmarkbriefextra08 · 2025-07-02AI Will Not Eliminate Work in One Day—It Will Divide Professions Between Those Who Know How to Amplify Themselves and Tasks That Are Easy to Decomposebrief064 · 2025-06-29The New York Times Lawsuit Shows How Much Data AI Retains—and How Little Control the User Hasbrief060 · 2025-06-01AI Search, Grok in Telegram, and Stargate: The Market Is Forming Around a New Intermediarybriefextra05 · 2025-05-28How to Use AI Every Day Without Confusing an Assistant With a Doctor, Lawyer, or Friendbrief055 · 2025-04-27o3 Unified OpenAI’s Tools but Did Not Solve the Main Problem—Confident Hallucinationsbrief046 · 2025-02-23Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every Daybrief043 · 2025-02-02DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip Marketbrief041 · 2025-01-19The Data Is Running Out, and AI Has to Learn From Itselfbrief035 · 2024-12-08China Could Win the Robotics Race While the United States Debates the Next Modelbrief027 · 2024-10-13Regulating AI Before We Understand AGI: Why California Backed Away From SB 1047brief026 · 2024-10-06Meta Is Betting on Glasses, OpenAI on Voice. Both Want to Remove the Screen Between People and AIbrief014 · 2024-07-14OpenAI Is Not Finished, but One Strong ChatGPT Is No Longer Enoughbrief
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Evidence ruleEvery timeline row is tied to a specific episode; the role and mention count come from the 2026-07-22 package transcript links.
Correction historyEmpty at hub launch. Corrections are dated and logged publicly.
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Relation = shared episodes where both companies hold a central or analysis role.