Microsoft Azure

part of Microsoft includes Azure AI Foundry, Microsoft Azure Cognitive Services

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 52 times in 24 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Doug O'Laughlin (11), Sid Bendre (5), Satya Nadella (4), Kyle Daigle (4), Dylan Patel (3), Damien Murphy (3), Eric Simons (2), Zach Lloyd (1)

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2026 22 mentions in 6 episodes 4 per episode
2025 11 mentions in 6 episodes 2 per episode
2024 15 mentions in 9 episodes 2 per episode
2023 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Microsoft Azure, oldest first

Dec 5, 2023 positive
Opinion
Patel: AWS holds major infrastructure efficiency advantage over Azure and GCP
“Behind the scenes, they've done a lot on the infrastructure that is super custom, That Microsoft, Azure, and Google Cloud just don't even match in terms of efficiency. Like, if you think about the cost to rent out SSD space, so the cost to rent, you know, offe…”
Dylan Patel Dec 5, 2023 ▶ 3:04 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Jun 2, 2026
Disclosure
Daigle: GitHub Actions expansion drives massive CPU demand across data centers
“Some of the growth issues which is why we're, I was talking about you know, pushing hard on more CPUs is in actions in particular more tools, more agents, more PRs mean more builds in more CPUs. And so we are expanding through not just our data center, but obv…”
Kyle Daigle Jun 2, 2026 ▶ 52:42 GitHub’s Agent Era: 14x Commits, 200M Developers, Copilot’s Next Act — Kyle Daigle
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