Microsoft Azure, every mention
3 scenes (2025) · ← back to Microsoft Azure
tap a year for its mentions
every year 2025 anyone Seth Ginns 1Robert F. Smith 1Mason Morfit 1Josh Wolfe 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 25:26 Alex Sacerdote There's the cloud delivery layer with AWS, Azure.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 28:43 Mason Morfit 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 iPhone or chase the Google search dream.