Microsoft Azure, every mention
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tap a year for its mentions
every year anyone Jason Calacanis 21Chamath Palihapitiya 19Thomas Laffont 5David Sacks 5David Friedberg 4Satya Nadella 2Gavin Baker 2Sarah Friar 1Elon Musk 1Dan Dreyfus 1
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 1:01:54 David Sacks Azure holds a Fed ramp, high authorization, and Department of Defense impact level five clearance, which means a defense contractor cannot casually swap it out for something cheaper, and so on down the line.
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 21:18 Dan Dreyfus And so, here we have it, uh, Three Mile Island brought to you by Microsoft Azure.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:49 Thomas Laffont Now even bigger than Google Cloud and Azure. 2 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:18 Sarah Friar We had one CSP we worked with, Microsoft, Azure.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal…
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 1:00:23 Jason Calacanis Azure, one hundred eight billion. 4 times in the scene
- ▶ 1:14:39 Brad Gerstner Number one, we just saw Azure grow a 39% in the quarter.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 42:17 Jason Calacanis Microsoft Cloud, that includes Azure, Windows Server, SQL Server.
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 2:04:15 Jason Calacanis Thousands of customers, tens of thousands eventually, and that's where you're going up against Azure, AWS, and Google Cloud, yeah?
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 21:16 Satya Nadella Right, so our biggest business today is Azure business, and the Azure business, the TAM, given what's going to happen is, is so huge that we now need to be fantastic, uh, at building these token factories, and, um, that means a…
- ▶ 27:48 Satya Nadella Even at Microsoft, for example, we manage something like 500 odd fiber operators around the world in, in, in Azure today.
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 6:59 Chamath Palihapitiya You know, Azure, it's just simple, straightforward, but the rest of the world, a little bit more complicated.
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
- ▶ 1:12:35 Jason Calacanis What is Azure?
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 32:22 Chamath Palihapitiya There's certain products and services that are unique to Azure versus GCP versus AWS.
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 59:39 Chamath Palihapitiya Last generation of the internet, you'd run on AWS, but then you'd bid it against GCP, you'd bring in Azure, you'd say who is cheaper, because ultimately, you're running a database, you know, you're running, I don't know, pick your service,…
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 18:59 Chamath Palihapitiya And what we have to remember is what OpenAI got from Microsoft was an extremely competent partner that built an enormous Azure compute infrastructure to train everything from ChatGPT all the way up to the O-three model, DALI, everything.
- ▶ 1:35:11 Thomas Laffont I, I'm in Chamas Camp, where I actually think the Microsoft business will be bigger, if anything, on, on kind of Azure alone, and that at the end of the day, uh, we'll just need more people to support it. 2 times in the scene
- ▶ 1:36:44 Thomas Laffont 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…
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 56:51 Chamath Palihapitiya I think it's an Azure problem.
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 33:06 Jason Calacanis If you don't know what Wiz is, just imagine you have cloud services like Microsoft's Azure, Amazon Web Services, Google's cloud, Oracle's cloud.
- ▶ 53:04 Chamath Palihapitiya There, you know, the reason Wiz exists, and Jason mentioned this up front, is because of the value that it creates in a multi-cloud, multi-tenant environment across Azure and GCP and AWS, and when the deal was done, one of the things that… 2 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 55:17 Chamath Palihapitiya GCP and Azure eat these guys for breakfast, lunch, and dinner. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 30:58 Chamath Palihapitiya Because if it's true that this distillation thing actually happened, well, there's only one place where you could have distilled the O-one model, but it's on Azure. 2 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 51:56 Gavin Baker If you're buying your compute from Azure or AWS or Google, you are at a disadvantage relative to their internal services over time.
- ▶ 1:45:12 Gavin Baker Azure versus AWS will be interesting.
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 4:29 Jason Calacanis And just so if you don't know what they do, they help people secure their data in clouds like AWS, Azure, Google cloud, all that good stuff.
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 1:08:20 Chamath Palihapitiya And so whether it's Google or Amazon or Azure, they each have a really big problem on their hands, which is that if all these customers are convinced to move these workloads into the cloud, but then you can't secure it and you get hacked,…
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 1:04:11 Jason Calacanis Azure plus Visual Studio.
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 54:57 Jason Calacanis So you would compare this business to Amazon Web Services, Google Cloud, Azure.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 15:18 David Friedberg So they're all on like AWS and Azure and GCP, and they use different aspects of each cloud. 3 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 59:38 Jason Calacanis And Azure's.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 1:03:46 Chamath Palihapitiya My idea was just that they should launch a huge competitor to AWS, Azure, and GCP.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 19:50 Chamath Palihapitiya It's true for AWS spend, but not necessarily for Amazon spend, and it's true for Azure spend, not true for Microsoft spend, and it's largely not true for Tesla and Facebook because they don't have clouds.
- ▶ 25:55 David Sacks I mean, these enterprises are using Azure, they're using Google cloud and so forth.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 45:25 Jason Calacanis Which is Azure, AWS.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:11:04 Chamath Palihapitiya So the folks that are the AWS is the azures and the GCPs of the world, or the
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 55:53 Chamath Palihapitiya When a foreign person transacts with an infrastructure as a service provider, so Azure, Google Cloud, Amazon, to train a large AI model with potential capabilities that could be used in malicious cyber-enabled activity, they propose…
Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:26:08 David Friedberg And, um, then you can move it from Azure reduction and fine tuning seems to like, get to the point that we can run these things on small machines, cheaply, quickly.
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 30:05 Chamath Palihapitiya It's like, I think that Jcal, that's probably the simplest thing for AWS GCP and Azure to do.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 21:38 Chamath Palihapitiya And we're going to run this on AWS, but that on Azure.
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 21:54 Jason Calacanis It sends a signal to the chat GPT API, which will be on Azure Microsoft's platform.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 27:03 Jason Calacanis Cloud growth is slowing it as Azure across the board.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 41:04 Jason Calacanis Azure, which now has the infrastructure and will be providing the chat GPT infrastructure to startups or corporations, big companies, and small alike.
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 29:41 Jason Calacanis So what I'd say is a .9000000000 dollars for a company that's losing a billion dollars in Azure credits a year. 3 times in the scene
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 23:40 Chamath Palihapitiya Now, I don't know if that happened, but I'm sure that if it hasn't just bidding that out to Azure GCP and AWS can raise, you know, three or four billion dollars, because I'm sure those companies would want this kind of an app on their…
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 1:01:25 David Sacks And so the cloud has just been so, I mean, and you see this now with, you know, the numbers that Azure and, uh, Google cloud and AWS keep reporting where they're at like tens of billions of revenue and they're still growing like 40, 50% a…