Azure

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Dec 14, 2023 by Alyssa Henry · across every show →

Everything said about Azure, oldest first

Dec 14, 2023
Insight
Henry: Enterprises hit cloud spend commits buying third-party partner products
“If you look at the marketplaces on the cloud providers, so like they have partnerships with all these people where, you know, to get down your Azure AWS bill, you say, I'm going to spend this many millions of dollars on your cloud. Some of it's going to be, I'…”
Alyssa Henry Dec 14, 2023 ▶ 24:40 No Priors Ep. 44 | With Former Square CEO Alyssa Henry
Aug 22, 2024 neutral
Assertion Supported
Davis: OpenAI trained GPT-3 on 10,000 V100s for 14.6 days
“GPT-III was trained on 10,000 V-one-hundred GPUs in an interconnected cluster in Azure for about 14.6 days.”
Jared Quincy Davis Aug 22, 2024 ▶ 25:18 No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
Jan 22, 2026 bullish
Assertion Not checkable as stated
Desai: All Fortune 500 companies are still migrating workloads to cloud
“When I speak to Fortune 500, I can tell you without hesitation, they are all still talking about I need to move X percent of apps to GCP, AWS, Azure, some combination, Alibaba in Europe, whatever the case might be.”
CJ Desai Jan 22, 2026 ▶ 17:44 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Jun 4, 2026 positive
Disclosure
Nadella: Azure networking team deployed agent Miles, requested tokens over headcount
“So they built this agentic system. They even have a character for it. It's called miles and it sort of does all this stuff, right? They, Started sort of screaming for more tokens and so on. And so they were saying, look, I, we don't need headcount. We need tok…”
Satya Nadella Jun 4, 2026 ▶ 33:22 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
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