Microsoft cloud, every mention
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every year 2024 anyone Satya Nadella 1
Verbatim, from the transcripts: the passages where Microsoft cloud comes up
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 59:33 Satya Nadella This goes back to the very early dialogue we had on when I think about the Microsoft Cloud, the margin profile of a raw GPU versus the margin profile of Fabric plus GPU or Foundry plus GPU, um, or app chat, you know, or GitHub Copilot, uh,…