Azure
includes Azure AI Search, Azure OpenAI Service
12 statements across 11 episodes · 2 bullish · 1 bearish · 9 people on the record · first statement Apr 21, 2023 by Tomasz Tunguz · said 2 times in 2 episodes since 2023 · across every show →
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brought up most by Kevin Scott (1), Christian Kleinerman (1)
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2025 1 mention in 1 episode
Everything said about Azure, oldest first
Apr 21, 2023 neutral
Tunguz: Web2 cloud infrastructure and application layers both have $2.1T market cap
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Oct 6, 2023 neutral
Nov 15, 2023 neutral
Des Traynor: AI infrastructure will consolidate into 3-4 price-competing providers
“They'll probably be three or four big providers is my guess. You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure. That's how I think that layer will play out, and they'll end up in pretty direct price competition with each other.”
Nov 24, 2023 neutral
Tunguz: Top 3 cloud providers equal top 100 apps in market cap
“In web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market Just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to C and B…”
Nov 24, 2023 neutral
Traynor: AI infrastructure will consolidate into 3-4 providers in direct price competition
“There'll probably be three or four big providers is my guest, probably GCP, AWS, maybe open AI directly. And I'm sure Azure, that's how I think that that layer will play out. And they'll end up in direct price competition with each other.”
May 24, 2024 neutral
Tomasz Tunguz: Web2 cloud infra and top 100 apps share equal market caps
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, It's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Aug 5, 2024 neutral
Cahn: The $250B Cloud Infrastructure Market Equals the Entire SaaS Sector
“This cloud business today is a two hundred and fifty billion dollar business. So the cloud business today is the same size as the SaaS sector. That's the business that Azure, Google and AWS control is the same size as the entire SaaS sector.”
Sep 29, 2025 positive
Nov 27, 2025 neutral
Rory O'Driscoll: Anthropic plans to build its own physical data centers
“Kind of, you didn't mention it, but in the same announcement, I think, Anthropic also said they're going to break ground on a physical data center. So that's another one of the model companies saying it's not enough to rely on compute from your service provide…”
Apr 14, 2026 bullish
Midha: Sovereign data needs open cloud market to startups after 15 years
“Because the context, the mission-critical context of those workloads is so important to be run locally that you can't run them on Amazon, AWS, GCP, or Azure, and it's the first time In 15 years that the sort of hyperscaler dominance is up for grabs for startup…”
Jun 15, 2026 neutral
Sep 5, 2026 bearish
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”