Azure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · across every show →
Everything said about Azure, oldest first
Sep 29, 2025 negative
Morfit: Microsoft burned $4B to $6B annually chasing Apple and Google
“We could deduce that there was massive amounts of costs and losses being poured into these hardware initiatives. To the tune of four or five, six billion dollars a year that might be better spent driving Office three 65 in Azure instead of trying to chase the …”