Microsoft Azure

“Some of the growth issues which is why we're, I was talking about you know, pushing hard on more CPUs is in actions in particular more tools, more agents, more PRs mean more builds in more CPUs. And so we are expanding through not just our data center, but obv…”

“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”

“The first is if you actually look at the market shares, Google Cloud, Azure, and AWS are actually in quite different businesses. AWS is mostly infrastructure. Microsoft is mostly services. Google is mostly scrambling to catch up in a very distant certain place…”

“We need to see the real growth of Azure, which I think is overstated. Not, not, not illegal. The kind of thing that you have this weird confluence of Azure and whatever the hell they're doing it with the Sarah Fryer there.”

“My hot take is Azure is a freight train that only OpenAI can derail.”

“We are keeping what Satya termed once. And I think it's a great phrase of stateless APIs on Azure exclusively through 20, 30 and everything else we're gonna You know, distribute elsewhere.”

“Azure was the first cloud provider. When OpenAI got started. In fact, I think Elon sent me The mail asking for Azure credits.”

“So there's all these reasons why eventually all these three big companies will converge effectively, roughly a third. We're going to debate the path to get there, but that's where they'll end up.”

“Is ChatGPT, by the way, going to stay on Azure, even though OpenAI is making these partnerships with NVIDIA and Oracle? [2466] Scott Guthrie: Yes.”

“Ultimately the Azure business is you know, we get paid based on consumption. It is, it's a consumption based business. Meaning if people aren't actually. Running something, we don't get paid. It's not like they're pre buying a ton of stuff. You know, we recogn…”

“Microsoft was like, it eventually became an investor in us. And the reason for that was that we were the biggest driver of data into Microsoft Azure. Even to date, we have you know, given like a few hundred petabytes of data.”

“Azure is like losing a lot of share to Oracle and CoreWeave and Google and so on and so forth, right?”

“The office three, what's now M three, 65, the office backend, because that got critical mass as a cloud infrastructure before Azure did.”

“AWS revenue is two billion dollars in India. Microsoft Azure is a billion and I think GCP is somewhere close to a billion. So total overall India spends roughly including the small players, five billion dollars a year on cloud”

“I have my own qualms with Azure every time I use it. So I just like AWS and GCP slightly better.”

“We built out Azure for enterprise workloads with a lot of data residency, with lots, we have sixty-plus regions, more regions than others, so we didn't constantly, it was not like we built our cloud for one big app. We built cloud for a lot of heterogeneous en…”

“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access Do many, many more logos who are all quote unquote digital natives who are using Azure in …”

“When we work with all the GCPs Azure, we present our roadmap to them years in advance. They don't present their ASIC roadmap to us, and it doesn't ever offend us.”

“In 2016 is the birth of the company as it is today, because Freddie Bang, who's still our CTO, comes and says to the board, I will rebuild this for Azure and for Teams, and they give him 50,000 Danish kronos or 7000 dollars. He spent 70,000 dollars. Rebuilding…”

“On the left side, what you see is they actually set a record quarter, fifteen billion in net new ARR across these three platforms.”

“Behind the scenes, they've done a lot on the infrastructure that is super custom, That Microsoft, Azure, and Google Cloud just don't even match in terms of efficiency. Like, if you think about the cost to rent out SSD space, so the cost to rent, you know, offe…”

“At Microsoft, I started Azure's Kubernetes service, which is the fastest growing service compute service in Azure's history.”

“One of the biggest things that Jeff and Andy argued about was Do we ever have reps? Now, eventually they did put reps. They put reps a little later than when Andy would have wanted because Azure was going and really winning the hearts and minds of Europe and p…”

“But I think partnering also with Giants, we partner with AWS Marketplace. We partner with Microsoft Azure. We partner with IBM Red Hat. So three of the four largest cloud marketplaces in the world are now powered by G-II reviews.”

“But by far, I'd say the one in two that I've seen are AWS, Amazon Web Services, and Google Cloud. And then there's, you know, Heroku, DigitalOcean, and Azure that I see as kind of a second tier.”

“At this rate, it is quite possible that Azure competes for AWS for the top slot in the coming years. And we're already seeing signs of that on the enterprise side specifically.”

“So I think, I personally think, and not me, many of the analysts, like Gartner, Forrester, and many others, that the product maturity of what Google has, especially when it comes to data warehousing, or this kind of stuff, application modernization, or machine…”

“No, and Azure claims they do as well. Yeah, yeah, if you lump everything in, they claim. Right. But, yeah, they cheat a little bit. They do, and how they break out the numbers.”

“There should be a better way to plug it, to build these applications and to distribute these applications than, like, the building blocks provided by these services.”

“And so, you know, we are getting requests for other clouds, and we hear, you know, hear them about Microsoft and Google and so you'll, you'll see some things coming up in the future.”

“What we see is a lot of, ah, a huge amount of Azure adoption in the last year.”