Azure

“Actually, I would say they had some of it in the development of Azure, because they could say to Fortune 500, we will do hybrid cloud with you, and we can be your trusted partner in a way that AWS couldn't.”

“In 2010, Ray Ozzie actually leaves the company, but as he's doing, he and Steve roll Red Dog, by this point in time renamed Azure, back into the server and tools business, and the two of them go to the University of Washington, and Steve gives a speech at the …”

“Cutler builds a new hypervisor that Azure runs on from scratch without using open source like himself.”

“Probably, like, I don't know, I haven't done a sum of the parts analysis, but I think you can say probably at least half is Azure, propping up that market cap.”

“As the general public is concerned, Steve Ballmer was obsessed with Windows. He built the enterprise business. He left. Satya Nadella came in and launched Azure, and Azure has been great. Like, not exactly. That's not really what happened.”

“I kind of think all of the credit for the vision for it and the championing it for the initial seven years within Microsoft goes to Steve and to Ray.”

“They never at all wanted to be a part of anything that open source developers were doing until a couple of years into Azure. Not until, 20, 1415.”

“They now last year spent twenty-eight billion dollars in capex, which you should mostly read as data centers. They operate a Hyper-scaler-sized data center footprint, give or take. You know, you think AWS, Azure, Microsoft, and Google Cloud. Meta is the fourth…”

“We say we're going to build platform as a service because it's a Windows platform. Infrastructure as a service, a little bit if you think about it, you're sort of by nature accepting everybody's infrastructure. It's by nature, multi quote, multi-platform. You …”

“And while they're there, they hash out a deal for Microsoft to invest one billion dollars into OpenAI in a combination of both cash and Azure cloud credits. And in return, Microsoft will get access to OpenAI's technology, get an exclusive license to OpenAI's t…”