Azure

includes Azure Container Service, Azure Kubernetes Service, Azure Marketplace

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 12, 2021 by Aaron Levie · said 23 times in 2 episodes since 2023 · across every show →

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Everything said about Azure, oldest first

Nov 12, 2021 bearish
Opinion
Amazon and Azure's on-premise cloud offerings remain relatively subscale
“Every time that Amazon or Azure or others have launched these sort of on-prem versions of their clouds, these are all relatively subscale versus just the pure public cloud infrastructure benefits that, that, that customers are getting.”
Aaron Levie Nov 12, 2021 ▶ 8:53 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Jun 26, 2024 bullish
Assertion Not checkable as stated
Lemkin: Cloud hyperscaler spending growth is entirely driven by AI
“Look at how much acceleration the spend has been on Azure and Google cloud. This is all AI. This is all AI.”
Jason Lemkin Jun 26, 2024 ▶ 19:05 Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
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