Microsoft Azure, every mention
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tap a year for its mentions
every year anyone Benedict Evans 13
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
The end of the network effect
- ▶ 5:23 Benedict Evans And then the thousands of stuff that are built on top of it and run on top of it, the way you've got thousands of stuff built on top of and running on AWS or Azure or Google Cloud.
Looking for AI strategies
- ▶ 12:31 Benedict Evans Um, so there's a lot, and that gets back to my point about all these SaaS companies, you know, hundreds and hundreds of SaaS companies, most of them using API calls to, um, either the various third party cloud providers that are running…
AI and Everything Else
- ▶ 28:09 Benedict Evans You know, today, like all startups run on, you know, GCP, Azure, or AWS, or a lot of them do, but like AWS doesn't decide what, you know, you, a legal software company can do.
Bundling/Unbundling AI
- ▶ 29:05 Benedict Evans You've got a bunch of LLMs that run on AWS and Azure and GCP.
Generative search
- ▶ 9:43 Benedict Evans And it probably gets done as part of GCP and Azure and AWS. 2 times in the scene
No Soup for You! Regulating tech M&A
- ▶ 11:51 Benedict Evans And so Azure is now, um, sort of with AWS, but they're kind of the dominant cloud cloud provider, but sort of generally further up the stack than AWS. 4 times in the scene
Remember AI?
- ▶ 9:08 Benedict Evans That level of primitive was actually better done inside AWS or inside Azure rather than as a standalone startup.
Are you a seal?
- ▶ 29:02 Benedict Evans They'll just sell the machine learning and they'll try and compete with, um, with AWS and Azure for that.
'Digital transformation' - beyond the silly slogan
- ▶ 42:11 Benedict Evans Um, the big part of Azure and AWS is digital transformation.