Microsoft Azure

part of Microsoft

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 18, 2025 by Dylan Patel · said 43 times in 30 episodes since 2018 · across every show →

Mentions by year

brought up most by David George (3), Benedict Evans (3), Steven Sinofsky (2), Peter Levine (2), Kevin Scott (2), Gaurav Dhillon (2), Yuval Noah Harari (1), Qasar Younis (1)

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01020201820192020202120222023202420252026episodes it came up in
001.3102.520201820192020202120222023202420252026episodesmentions per episode
2026 5 mentions in 3 episodes 2 per episode
2025 11 mentions in 5 episodes 2 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 1 mention in 1 episode
2019 19 mentions in 16 episodes 1 per episode
2018 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft Azure, oldest first

Aug 18, 2025 negative
Assertion Not checkable as stated
Patel: Microsoft Azure is losing cloud market share to Oracle and CoreWeave
“Azure is like losing a lot of share to Oracle and CoreWeave and Google and so on and so forth, right?”
Dylan Patel Aug 18, 2025 ▶ 1:03:50 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
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