Microsoft's Strategic Acquisitions and Industry Dynamics

We break down Microsoft’s amazing earnings (quarterly revenue is up $10B year-over-year) and assess if Satya Nadella is the greatest big tech CEO right now (2:32). Then, we follow-up on the Stripe Mafia thread yesterday from the Bolt CEO (20:59) and we talk about Neil Young asking to have his music removed from Spotify over Joe Rogan’s COVID conversations, which prompted a discussion of Spotify’s new headache is it a publisher or a platform (37:40)? And, we talk about Scratchpad raising $33M, which led to Jason's request for new types of startups: beautiful interfaces for giant clunky products.

00:00 Jason and Molly intro the show
02:32 Microsoft’s amazing earnings
09:29 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
10:04 Is Satya Nadella the greatest big tech CEO
19:01 Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
20:59 Bolt vs. Stripe VC Twitter beef continued
30:07 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
31:27 The best jokes from Bolt & Stripe
37:40 Neil Young petitioned Spotify to remove his music over Joe Rogan’s COVID conversations
43:16 Is Spotify a publisher or a platform?
1:04:39 Scratchpad, a slick Salesforce front-end raises $33M
1:06:23 Request for new types of startups: beautiful interfaces for giant crappy products

FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood