Microsoft Azure, every mention

18 scenes, the whole family · ← back to Microsoft Azure

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every year anyone Winston Weinberg 3Pete Shadbolt 3Dan Wright 3Alfred Lin 3Elad Gil 2Xander Oltmann 1Tony Kim 1Philip Clark 1Nikesh Arora 1Molly O'Shea 1

Verbatim, from the transcripts: the passages where Microsoft Azure comes up

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Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid Aug 17, 2026 · 1 mention

  • ▶ 35:14 Nikesh Arora If you're not playing with it already, you're not sitting, going back home from work saying, I can't wait to get my hands on the new development that came out yesterday, or use Azure Foundry, or use Anthropic.

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea Jul 24, 2026 · 1 mention

  • ▶ 19:04 Tony Kim And that all of that data center infrastructure that was built, even with AWS and GCP and Azure, that was built for that.

Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea Jun 16, 2026 · 3 mentions

  • ▶ 4:35 Winston Weinberg That we had a problem of in the beginning, which is because we process sensitive data, a lot of the countries we actually needed like an Azure instance in each one, right? 3 times in the scene

Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea Mar 9, 2026 · 1 mention

  • ▶ 30:32 Alfred Lin And some of them didn't, didn't last, but then there was AWS, there was GCP, and there was Azure.

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea Nov 24, 2025 · 1 mention

  • ▶ 7:48 Philip Clark So we moved all of our software workloads to the likes of AWS and GCP and Azure.

Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea Oct 30, 2025 · 1 mention

  • ▶ 4:26 Alfred Lin Make one be the company, you know, and for, for the cloud, there's AWS, there's GCP, there's Asher, because if I am Goldman Sachs, I want to be able to trade off and be able to use all of them.

Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea Oct 27, 2025 · 1 mention

Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea Oct 17, 2025 · 2 mentions

  • ▶ 31:53 Elad Gil So say you look at Azure earnings a quarter or two ago, they did, um, I think it was like twenty eight billion in revenue ish. 2 times in the scene

Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea Sep 10, 2025 · 3 mentions

  • ▶ 29:43 Pete Shadbolt So you take all of the supercomputers on the planet, you take every, uh, AWS system, every Azure system, you add them all together, and we trash that capability for that specific set of problems in chemistry, material science, uh, et…
  • ▶ 54:24 Pete Shadbolt Selling time on that system in a kind of cloud computing framing like Azure or AWS or whatever.
  • ▶ 1:38:20 Pete Shadbolt Nobody cared that Azure and Microsoft and open AI were building big, ugly computers.

Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea Aug 27, 2025 · 1 mention

How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea Jul 22, 2025 · 1 mention

  • ▶ 21:31 Greg Little And the beauty of it is we can tap into the open AIs, or the XAIs, or the Oracle's, or the Microsoft's, or the Azure's, or the Palantir's, or the Andrel's.

How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea Nov 22, 2024 · 4 mentions

  • ▶ 2:58 Molly O'Shea Your COO, John Runyon, led Okta through the IPO, and your CTO Pradeep Nair was VP of Microsoft Azure.
  • ▶ 10:40 Dan Wright And also, you know, my CTO, Pradeep Nair, our founding CTO, he was one of the critical, like, founding engineers that built Azure at Microsoft, so he had seen this play out with Azure, that, you know, the marketplace was critical to its… 2 times in the scene
  • ▶ 28:31 Dan Wright 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.

Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea Oct 11, 2024 · 1 mention

Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea Feb 1, 2024 · 1 mention

  • ▶ 11:41 Xander Oltmann Like the companies like NVIDIA that are, you know, making tons and tons of money, as well as the data center businesses like GCP, Azure, AWS.
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