Azure
includes Azure Stack, Azure Foundry
5 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Oct 11, 2024 by Alex Kolicich · said 3 times in 1 episodes since 2026 · across every show →
Mentions by year, the whole family
brought up most by Dan Wright (3)
tap a year for its mentions
Everything said about Azure, oldest first
Oct 11, 2024 bullish
Cloud giants must host foundation models even if they become low-margin commodities
“Microsoft doesn't care if the margins and foundation models are 80% or 30%. They can't lose that layer, right? Even if it's a commodity, it needs to be a commodity on Azure. Same thing with Amazon. Needs to be a commodity on AWS.”
Nov 22, 2024 positive
Azure cloud customers can spend their Microsoft credits on Armada products
“We have a partnership with them where we're going to market together. You know, Azure customers can use their credits on any of our products, which is really nice for the customers and all of the products kind of work really, really well together.”
Aug 27, 2025 neutral
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”
Sep 10, 2025 bullish
Shadbolt: One-million-qubit quantum computer will outperform all global conventional compute
“A single million qubit quantum computer would outperform The net total of conventional computing on the entire planet. So you take all of the supercomputers on the planet, you take every AWS system, every Azure system, you add them all together, and we trash t…”
Sep 10, 2025 neutral
Shadbolt: The public never cares about supercomputers, only their output
“People have been building leadership class supercomputers for a very long time, and usually people don't care about them, and that's fine. Like nobody cared prior to GPT-III. Nobody cared that Azure and Microsoft and open AI were building big, ugly computers. …”