Microsoft

In ToTheMoon episodes Microsoft is the player that competes on every floor at once — cloud, infrastructure, devices, office products and the partnership with OpenAI. The hosts ask what keeps the company in position, its own innovation or sheer resources and distribution, and how its ties with OpenAI decide who captures the value from AI.

In 2024 Microsoft was framed as a beneficiary of any outcome: together with Google and Amazon it can act as insurance for consumers against legal risk (episode 001), and the hundred-billion-dollar supercomputer with OpenAI was read not as another chat but as the compute base for next-generation models and a stronger cloud position (episode 002). With NVIDIA rising, the hosts wondered whether Microsoft's share growth reflected genuine innovation or resources (episode 008); Copilot+PC, with the move to ARM and local models on an NPU, was called an interesting approach (episode 010).

In 2025 the OpenAI agreement took centre stage: AGI is defined financially, as a system yielding a hundred billion dollars in profit, and Microsoft needs the lab not to become an endless research project on its money (episode 039). One host called Microsoft the most serious company of all (episode 048), and the plan to spend eighty billion a year on data centres was discussed within half a trillion from six players (episode 058). By 2026 the reference point had changed: at its listing SpaceX became worth more than Microsoft, taken as a sign that the market now values infrastructure empires rather than individual platforms (episode 124).