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
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'…”
Aug 22, 2024 neutral
Jan 22, 2026 bullish
Jun 4, 2026 positive
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…”