Azure

includes Azure OpenAI Service

4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jan 2, 2019 by Ash Ashatosh · said 1 times in 1 episodes since 2023 · across every show →

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Everything said about Azure, oldest first

Jan 2, 2019 bullish
Prediction Didn’t hold up
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Ash Ashatosh Jan 2, 2019 ▶ 12:42 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 positive
Prediction Not checkable as stated
Evans: Microsoft Azure will be a good number two in cloud
“Azure will be like a good number two.”
Benedict Evans Jan 2, 2019 ▶ 15:51 a16z Podcast | The Year Mobile Began to Truly Dominate Tech
Jan 2, 2019 positive
Insight
Jensen Harris: Early ML startups should use cloud providers, not custom infrastructure
“Yeah, you don't need to custom build something, and you shouldn't spend any of your time working on that. Like, you should figure out what cloud platform you're using, whether it's AWS, or whether it's Azure, or something else. They all have built-in ML servic…”
Jensen Harris Jan 2, 2019 ▶ 16:34 a16z Podcast | The Product Edge in Machine Learning Startups
Feb 9, 2026 bullish
Assertion Partly supported
George: Generative AI matched Azure's seven-year revenue ramp in one year
“It took Azure seven years to reach one year of AI revenue.”
David George Feb 9, 2026 ▶ 32:54 AI Markets: Deep Dive with a16z's David George
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