Microsoft Azure, every mention
39 scenes · ← back to Microsoft Azure
tap a year for its mentions
every year anyone Brad Gerstner 44Satya Nadella 28Jensen Huang 5Bill Gurley 5Sunny Madra 1
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 7:54 Brad Gerstner So models and exclusivity, Sam, OpenAI can distribute its models, uh, its leading models on Azure, but I don't think you can distribute them on any other leading, uh, the big clouds for seven years until 2032. 3 times in the scene
- ▶ 9:09 Brad Gerstner So that would mean if you had twenty billion in revenue that you're paying three billion to Microsoft, and that counts as revenue to Azure. 2 times in the scene
- ▶ 12:06 Brad Gerstner 1.4 trillion over the next four or five years with, you know, big commitments, five hundred million to Nvidia, three hundred million to AMD and Oracle, two hundred fifty billion to Azure.
- ▶ 33:11 Satya Nadella Azure was even the first sponsor, I think. 2 times in the scene
- ▶ 37:17 Brad Gerstner You have the profit you make off the two hundred and fifty billion dollar of the Azure compute commitment from OpenAI. 2 times in the scene
- ▶ 37:54 Satya Nadella It's that stateless API exclusivity on Azure that helps, quite frankly, both OpenAI and us and our customers, because when somebody in the enterprise is trying to build an application, they want an API that's stateless, they want to mix it… 4 times in the scene
- ▶ 41:16 Satya Nadella What's happening with Azure growth, right? 2 times in the scene
- ▶ 44:01 Satya Nadella Doesn't make sense from a long-term infrastructure build out for Azure. 4 times in the scene
- ▶ 45:00 Brad Gerstner On that point, Azure grew 39% in the quarter on a staggering ninety three billion dollar run rate. 3 times in the scene
- ▶ 47:42 Brad Gerstner And normally we think that will compete away margins, but you've somehow managed to build all this out while maintaining healthy operating margins at Azure. 3 times in the scene
- ▶ 50:12 Brad Gerstner You know, there's been a lot of ink and time spent even on this podcast with my partner, Bill Gurley, talking about circular revenues, including Microsoft Stasher credits, right to open AI that were booked as revenue. 3 times in the scene
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 10:51 Bill Gurley And then those credits are used back against, you know, Azure and, and Microsoft cloud services.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:02 Jensen Huang First, the first project is the build out of Microsoft Azure.
- ▶ 7:55 Brad Gerstner It sounds very much like AWS or GCP or Azure. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 25:41 Brad Gerstner They basically are monitoring your company's workloads that are occurring in AWS, GCP, Azure, et cetera, and what code can be deployed on those platforms.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 40:36 Satya Nadella So our hyperscale business, Azure business, I think that's like, and other hyperscalers, I think that's a big thing.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:57 Brad Gerstner And it was quickly deployed in all the clouds in, you know, in AWS, in, in, in Azure, et cetera.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:46 Brad Gerstner You took over servers and launched Azure in 2011. 3 times in the scene
- ▶ 7:26 Satya Nadella So when Steve decided to retire, I forget now, I think in August of 2013, it was a pretty big shock, and I, you know, at that time, I was running our server and tools business, as it was called, in which Azure was housed, and so on, and I… 3 times in the scene
- ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some…
- ▶ 21:26 Satya Nadella Uh, you know, because if you remember, the Azure structure is slightly different, right? 2 times in the scene
- ▶ 42:28 Satya Nadella These were not customers of Azure. 2 times in the scene
- ▶ 51:03 Brad Gerstner So when you two or three X your revenue for Azure, you know, do you expect to see that similar type of leverage, um, on, on, on head count? 2 times in the scene
- ▶ 1:11:43 Satya Nadella And that, by the way, is a regular Azure Kubernetes cluster. 7 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:06 Brad Gerstner I noted that Microsoft, which is on a sixty six billion dollar run rate at Azure, has said they expect Q. 3 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 51:31 Brad Gerstner When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:43 Sunny Madra Now Microsoft pulled it off with Azure.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:52 Jensen Huang We integrate it into Azure.
- ▶ 25:49 Jensen Huang They're gonna land somewhere in, in Azure's data center. 3 times in the scene
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:34 Brad Gerstner and, you know, and, and, and, and, and a Google Cloud or Microsoft Azure on the, on the enterprise side.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:00 Bill Gurley So on launch, um, the principal competitors were VMware, um, Mesosphere, Docker, Azure. 2 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:30 Bill Gurley I think it was Google and, uh, Azure, was it? 2 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:43 Brad Gerstner Um, Azure's accelerating. 2 times in the scene
- ▶ 1:03:47 Brad Gerstner And then if you look at Azure or Microsoft's quarter, um, it was pretty blockbuster. 2 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:23:21 Brad Gerstner You saw all of these new customers sign up the Azure OpenAI API, right? 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 54:42 Brad Gerstner And as much as we talk about Azure and Microsoft running the table today, 2 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 19:15 Brad Gerstner For a public market investor, when I look at Snowflake, or I look at Palo Alto Networks, or I look at Azure, I'm looking at what their free cash flow is going to be in 2025.
- ▶ 35:06 Brad Gerstner And then finally, um, cloud software, you know, after a year of belt tightening, um, you know, what we really heard out of Amazon and Azure last week is that kind of core workloads are back to their prior growth rates, right? 3 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 12:27 Brad Gerstner Uh, into OpenAI by, you know, the five leading Sandhill firms, and then if OpenAI in an arm's length commercial transaction decided to buy, you know, ten billion dollars worth of services for Microsoft Azure to train, uh, you know,…