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Azure

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 12, 2024 by David Friedberg · across every show →

Everything said about Azure, oldest first

Apr 12, 2024 neutral
Opinion
Friedberg: Enterprise cloud market has no lock-in for AWS, Azure, or GCP
“The cloud is a wide open competitive market right now. Like there is no AWS lock-in in this market. There's no Azure lock-in. There's no GCP lock-in”
David Friedberg Apr 12, 2024 ▶ 16:21 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Jun 21, 2025 bullish
Opinion
Lafont: Synthetic index of AWS, Azure, and GCP is all investors need
“Well, I think all four of us would agree that if we could synthetically own AWS, Azure, and GCP, if I could somehow automagically create an index of all three of those businesses, right, over the next five years, you wouldn't need to own anything else.”
Thomas Laffont Jun 21, 2025 ▶ 1:36:44 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
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