Microsoft Azure

part of Microsoft includes Azure AI Foundry

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 24, 2025 by Chamath Palihapitiya · said 62 times in 40 episodes since 2021 · across every show →

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brought up most by Jason Calacanis (21), Chamath Palihapitiya (19), Thomas Laffont (5), David Sacks (5), David Friedberg (4), Satya Nadella (2), Gavin Baker (2), Sarah Friar (1)

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2024 13 mentions in 10 episodes 1 per episode
2023 12 mentions in 10 episodes 1 per episode
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Everything said about Microsoft Azure, oldest first

Oct 24, 2025 neutral
Prediction Not checkable as stated
Palihapitiya predicts AWS, Azure, and Google Cloud will split market evenly
“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.”
Chamath Palihapitiya Oct 24, 2025 ▶ 33:04 NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
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