Azure
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jun 21, 2024 by Elad Gil · across every show →
Everything said about Azure, oldest first
Jun 21, 2024 bullish
Gil: Microsoft Azure AI Services Lift Adds $1 Billion Quarterly
“Azure in their last quarter announced a twenty five billion dollar quarter of which a five percent lift came from AI. So they added something like a billion and a half per quarter in new revenue for what they considered AI services on their cloud.”
Aug 2, 2024 neutral
Nov 8, 2024 negative
Rauch: AWS and Azure require weeks and experts for basic setup
“If you use the, like, foundational cloud infrastructure today, like AWS or Azure, it's really, really difficult to turn your idea into reality. It'll take you on team of experts, and it'll take you weeks just to set up the foundations.”