Microsoft Azure
part of Microsoft
5 statements across 3 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Oct 1, 2025 by Scott Guthrie · said 103 times in 46 episodes since 2023 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (47), Ranjan Roy (14), Scott Guthrie (6), Stephen Morris (5), David Cahn (5), Gil Luria (4), Suhail Doshi (3), Parmy Olson (3)
tap a year for its mentions
2026 47 mentions in 20 episodes 2 per episode
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- 12 more episodes that year, every mention in 2026 →
2025 38 mentions in 15 episodes 3 per episode
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- Are AI's Economics Unsustainable? — With Ed Zitron
- The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- 7 more episodes that year, every mention in 2025 →
2024 12 mentions in 7 episodes 2 per episode
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- Predicting AI’s Next Advances — With Suhail Doshi
- The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
- AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- OpenAI's Leaked Financial Data
- NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- Perplexity CEO Aravind Srinivas: How AI Challenges Google
- every mention in 2024, scene by scene →
2023 6 mentions in 4 episodes 2 per episode
- Amazon Reveals Its AI Master Plan — With Matt Wood
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation
- every mention in 2023, scene by scene →
Everything said about Microsoft Azure, oldest first
Oct 1, 2025 positive
Guthrie: Azure Revenue Growth Reflects Active Consumption, Not Forward Bookings
“Ultimately the Azure business is you know, we get paid based on consumption. It is, it's a consumption based business. Meaning if people aren't actually. Running something, we don't get paid. It's not like they're pre buying a ton of stuff. You know, we recogn…”
Oct 1, 2025 positive
Dec 23, 2025 bullish
Dec 23, 2025 bearish
Mar 23, 2026 negative
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”