Azure

“If you observe very carefully, he is actually partnering with everybody. He is bringing all the models into Azure, right? And he's doing it very methodically, and I think that he is really setting up Azure to be to leap and be a lot more competitive.”

“The information also reported that Microsoft will only make about thirteen billion dollars, not profit, just revenue, on AI this year. Ten billion of that is OpenAI's Azure cloud spend. Three billion is them selling Copala.”

“They really haven't had much success building their own models, and a lot of what they're offering customers, their big millions of enterprise customers off their Azure platform is, is their own spin on OpenAI's underlying technology.”

“So I think engineers there have job security for the foreseeable future, right? Because of the problem of stochasticity of these models and all of that, you need every line of code to be reviewed and managed very carefully.”

“We've got the world's largest consumer application with ChatGPT that runs on top of Azure, and we have thousands hundreds of thousands and millions of businesses that are also building their own AI applications on top of us.”

“The deal has open AI committing to purchase an additional two hundred fifty billion dollars worth of Azure cloud computing services.”

“Half of their AI revenue approximately which is again, a big piece of the Azure growth, which is the biggest piece of Microsoft's growth, is coming from OpenAI.”

“What standout product does AI product does Microsoft have outside of selling AI services from Azure? What standout product does Amazon, AI product does Amazon have outside of selling some AI with AWS. What standout AI product does Apple have? We both know that…”

“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”

“Anthropic isn't giving Microsoft mythos to sell through Azure. It's giving Microsoft mythos to test.”

“Microsoft remains open as primary cloud partner. And open AI products will ship first on Azure, unless Microsoft cannot and chooses not to support the necessary capabilities.”

“Even though Azure has grown 40% a quarter, which is absurd, I guess, until you start to think that Google's grown 62% a quarter, albeit on a smaller base,”