Michael Stewart
Partner at M12, Microsoft's venture fund, focusing on AI investments. Previously worked at Applied Ventures and in engineering roles at Applied Materials and Intel Research.
Top 3 podcasts with Michael Stewart
Ranked by the Snipd community
6 snips
Nov 15, 2024 • 30min
Venturing into AI Infrastructure: VC Insights for Deep Tech Startups. A chat with Michael Stewart, Managing Partner @ M12, Microsoft's Venture Capital Fund
In this engaging discussion, Michael Stewart, Managing Partner at M12, shares his expertise in AI investments and materials science. He highlights the shift toward integrated global systems for AI and the urgent need for evolving compute infrastructure. Key challenges include balancing edge computing with cloud needs and the redesign of chip architectures. Stewart also emphasizes the importance of understanding customer needs for tech entrepreneurs and navigating the complexities of securing Series A funding in the deep tech space.
Dec 9, 2025 • 59min
From Founder to Funder: Michael Stewart’s Path to Venture Capital
Michael Stewart, Managing Partner at M12, shares his remarkable journey from semiconductor scientist to venture capitalist. He emphasizes the similarities between PhD research and VC work, focusing on curiosity and intellectual independence. Stewart discusses how M12 operates within Microsoft, sourcing insights from product teams to validate startups. He highlights the importance of distinguishing transformative tech from hype and reflects on industry trends like generative AI and Web3. Stewart also offers invaluable career advice for aspiring venture capitalists.
Jan 16, 2024 • 45min
Examining Microsoft venture fund M12’s AI investment approach
Michael Stewart, Partner at M12, shares insights on Microsoft's venture fund's approach to AI investments. He discusses how the tech giant navigates the evolving landscape since its major investment in OpenAI. Stewart notes a shift towards smaller, innovative AI startups and emphasizes the importance of partnerships. He highlights the critical need for startups to align with generative AI trends while being open to investor input. The conversation also touches on responsible AI practices and the economic implications of emerging technologies.
