Microsoft Azure
part of Microsoft
5 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 83 times in 19 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (44), Satya Nadella (28), Jensen Huang (5), Bill Gurley (5), Sunny Madra (1)
tap a year for its mentions
2025 36 mentions in 6 episodes 6 per episode
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 47 mentions in 13 episodes 4 per episode
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- 5 more episodes that year, every mention in 2024 →
Everything said about Microsoft Azure, oldest first
Feb 8, 2024 bullish
Oct 13, 2024 neutral
Dec 12, 2024 bullish
Nadella: Long-term AI inference demand will center on heterogeneous enterprise workloads
“We built out Azure for enterprise workloads with a lot of data residency, with lots, we have sixty-plus regions, more regions than others, so we didn't constantly, it was not like we built our cloud for one big app. We built cloud for a lot of heterogeneous en…”
Dec 12, 2024 positive
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”