Microsoft Azure, every mention
9 scenes (2023) · ← back to Microsoft Azure
tap a year for its mentions
every year 2023 anyone Harry Stebbings 28Jason Lemkin 9Tomasz Tunguz 3David Cahn 3Aravind Srinivas 3Zach Lloyd 2Rory O'Driscoll 2Raz Herzberg 2Jeff Seibert 2Hemant Taneja 2
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 10:54 Tomasz Tunguz 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 2 times in the scene
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 30:36 Jeff Seibert If you go back 10 years, they were like, I would never put stuff on AWS or Google Cloud or Azure or whatever.
- ▶ 39:45 Jeff Seibert Uh, I would be very nervous about the OpenAI Azure partnership, and of course, Meta just made a big deal about partnering with Microsoft as well, so I think you're right.
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 53:38 Des Traynor You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure.
Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- ▶ 1:00:07 Guillermo Rauch You're like, oh, I'm using Vercel for this little thing here to like host this, but I'm using Asher here and Google here.
- ▶ 1:03:49 Guillermo Rauch Azure is a Linux-first cloud, as opposed to a Windows Server-first cloud, right?
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 4:41 Miles Grimshaw and, you know, Azure spend, they classify and all of the cloud SaaS, like 10 to like 300, 303 154 hundred, I forget the latest number.
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- ▶ 27:37 Jason Lemkin We saw this with AWS, Azure, Google.
Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- ▶ 30:59 Tomasz Tunguz So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and, um, uh, Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses.