John Collison

speaker
6,048 appearances 22 recordings 1 series first heard Jun 2025 last heard 5 Feb

John Collison’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Oct OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Oct 2025 with 5.

Appearances

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But that is, you know.
But it's also an important considered decision.
But it is true.
But it is
Hand off.
Okay.
And so you think that's what you need to get to is me trusting that you will pick an appropriate model for everything.
Yeah.
Yeah.
And then I mean my mental model of Microsoft is that you just play at every part of the stack, uh in that there's the uh, you know, you have copilot, you have your stake in open AI, you have uh well, we can get to vertical uh applications in AI.
You have the Azure layer, you have chips, everything I'm leaving out a whole bunch of stuff.
Are some more important to you than others?
What is the must-win?
Will you do verticals?
Yeah, I mean at some level.
You always have decisions
Around
When should you try and bundle products together?
When should you try and staple them and mandate they be used together?
And when should you not?
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