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Azure

3 statements across 3 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jul 5, 2021 by Benedict Evans · across every show →

Everything said about Azure, oldest first

Jul 5, 2021 bearish
Opinion
Evans: Google Cloud is far behind AWS and Azure in digital transformation
“The big part of Azure and AWS is digital transformation. It's what Google Cloud would love to be, but it's quite a long way behind.”
Benedict Evans Jul 5, 2021 ▶ 42:11 'Digital transformation' - beyond the silly slogan
Jul 18, 2022 bearish
Insight
Evans: Standalone AI primitives fail against AWS and Azure
“And of course this didn't really work because That level of primitive was actually better done inside AWS or inside Azure rather than as a standalone startup. And B, if you're like Caterpillar or like Chase, you can't Chase, like you can't buy natural language…”
Benedict Evans Jul 18, 2022 ▶ 9:07 Remember AI?
Dec 11, 2022 positive
Opinion
Evans: Azure beat Google Cloud due to superior enterprise sales
“AWS is mostly lower level building blocks. Azure is mostly high level building blocks. Totally beat Google Cloud, mainly because of like knowing how to sell to enterprise and knowing how to build what enterprises have.”
Benedict Evans Dec 11, 2022 ▶ 12:02 No Soup for You! Regulating tech M&A
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