Azure
includes Azure Maia
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · said 1 times in 1 episodes since 2026 · across every show →
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Everything said about Azure, oldest first
Feb 24, 2026 bearish
Sundheim: AI Capital Intensity Will Challenge AWS and Azure Profit Margins
“Over the next 10 years, I think the business, these hyperscalers, AWS, Azure, will grow fast. I think the margins, my guess, will be challenged, both because the businesses are getting a lot more capital intensive, because AI is capital intensive, more capital…”
Feb 24, 2026 bullish
Sundheim: LLM API businesses are durable and differentiated like cloud providers
“You've just seen with Cloud Code and even OpenAI's API business, like, these are durable businesses, and yes, can you switch? You can, the same way you could switch AWS or Azure but it's not worth it for a lot of businesses to do it, and there's sufficient dif…”