Microsoft Azure, every mention
3 scenes (said by David Cahn) · ← back to Microsoft Azure
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every year anyone Alex Kantrowitz 47Ranjan Roy 14Scott Guthrie 6Stephen Morris 5David Cahn 5Gil Luria 4Suhail Doshi 3Parmy Olson 3Mustafa Suleyman 2M.G. Siegler 2
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 7:08 David Cahn There's cloud infrastructure, AWS, Azure, GCP, about a five hundred billion dollar market.
- ▶ 14:59 David Cahn They're going to announce Azure incrementality of X or X plus two percent. 2 times in the scene
- ▶ 51:37 David Cahn Their cloud business does seem to be like losing share to Azure and Google over time. 2 times in the scene