Microsoft Azure, every mention
51 scenes · ← back to Microsoft Azure
tap a year for its mentions
every year anyone John Coogan 23Satya Nadella 5Jordi Hays 4Ben Thompson 4Aaron Cannon 3Trae Stephens 2Will Brown 1Tae Kim 1
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
- ▶ 16:15 John Coogan Nat Friedman's not here anymore, but we have a really strong relationship with open AI for the models and Azure in the enterprise.
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 21:19 unnamed speaker Uh, Azure revenue accelerated 43% over year over year.
RSI Is Closer Than People Think, Per Tae Kim
Ben Thompson Explains the XBOX Disaster
- ▶ 14:37 Ben Thompson The stock's doing much better now, you know, like we have Azure, all these, all these things.
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- ▶ 7:35 John Coogan Of course, with the way Azure's grown and their cloud platform and their cloud business,
The Meta Compute Debate | Diet TBPN
- ▶ 13:56 John Coogan The bullish take is if meta is building a cloud business, even if they are using idle compute, which means they aren't compute constrained, they might end up spending more on capex to compete with GCP, AWS, and Azure.
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 6:48 Jordi Hays They won't even go over to Azure or Google cloud.
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 5:52 unnamed speaker And then they have a sort of like secure on ramp to their, to their enterprise agents in the cloud that all run in the Microsoft Azure ecosystem in the Microsoft three 65 ecosystem.
- ▶ 13:57 unnamed speaker There is a model that has a bunch of great capabilities at the baseline and good price per performance, and it runs on Azure, and they've already optimized it for the systems, and then you can take it, tweak it, fine tune it, and then you…
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 0:39 unnamed speaker So, uh, GCP is growing faster than AWS and Azure.
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
- ▶ 24:56 unnamed speaker Meta doesn't have an obvious dance partner like Google, like Azure, like AWS.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 4:31 unnamed speaker Revenue's up 17% at Microsoft with cloud, which includes Azure, M-thre 65, some LinkedIn stuff. 4 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 21:02 Jordi Hays Azure and GCP do the same.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 2:03 unnamed speaker So first, Amazon, Microsoft, and Google, like, they're, like, there's more than just them when it comes to hyperscalers, but they are unique among hyperscalers in that they have AWS, Azure, and GCP.
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 4:56 John Coogan Microsoft has been far less dominant, so Azure growth actually is
The Remarkable AGI Predictions of Daniel Gross
- ▶ 5:27 unnamed speaker Microsoft has been far less dominant, so Azure growth actually is accelerating.
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- ▶ 5:00 unnamed speaker All of this because Azure grew 39% instead of 39.4%.
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- ▶ 7:30 John Coogan Limited availability of artificial intelligence hardware is affecting how quickly Microsoft's cloud business can grow, and it's capping Azure's revenue potential.
TBPN Year in Review
- ▶ 23:30 John Coogan The government has data right now, and the fight between whether that data is stored on AWS, Oracle, Google, uh, Azure, like, that is a somewhat of a bidding war, but there are also all sorts of other lobbying efforts to win those…
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 26:36 Jordi Hays AWS, GCP, Azure.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 10:01 unnamed speaker They could have said, hey, we want to come in, you know, and we're going to take zero margins on this and really try and take, uh, market share from AWS and Azure.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 7:41 unnamed speaker And the same thing's happening on Microsoft as well, because on Azure, you have access to open AI models that you might not have access to on, uh, on AWS.
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 1:20 Satya Nadella Azure was the first cloud provider. 2 times in the scene
- ▶ 12:26 Satya Nadella I'm much more like, again, my mindset is all platform, man, like on Azure, do you run Windows? 2 times in the scene
- ▶ 27:02 Satya Nadella So we, like, we sold a few servers, but man, we sell a lot of cloud VMs, uh, or containers, or who'd have thought how expansive the cloud consumption model is going to be in terms of people being able to sort of, it's kind of the Jevin's…
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 2:00 John Coogan I mean, with the power of open AI and Microsoft Azure, anything's possible there. 9 times in the scene
- ▶ 15:32 John Coogan Non-AI gross margins within Azure were around 73%.
- ▶ 21:16 John Coogan Disappointing investors and forcing CEO Andy Jassy to answer questions, uh, to answer, uh, questions about Azure's outperformance. 2 times in the scene
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 1:56 unnamed speaker I mean, with the power of open AI and Microsoft Azure, anything's possible there.
- ▶ 2:40 unnamed speaker So, uh, the quote from the Wall Street Journal is, a large chunk of the recent strong growth in Microsoft's cloud business called Azure stems 3 times in the scene
- ▶ 5:07 unnamed speaker And so the integration that comes from being in the Azure ecosystem, that could be a driver. 6 times in the scene
- ▶ 8:15 unnamed speaker So, um, some examples are like, if you're, let's say you're a pure AI company, or you're doing, or you have a new AI workload, you could go to Azure and say, hey, I'm going to do a whole bunch, I'm going to do my own AI thing, but I need a… 4 times in the scene
- ▶ 15:28 unnamed speaker Non-AI gross margins within Azure were around 73%.
- ▶ 21:11 unnamed speaker Disappointing investors and forcing CEO Andy Jassy to answer questions, uh, to answer, uh, questions about Azure's outperformance. 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 42:09 unnamed speaker Runpod, Lambda, Scaleway, SMC, Azure, Nebius, Together, Crusoe, Lepton, Oracle, Coreweave, AWS.
- ▶ 59:13 unnamed speaker You know, Microsoft cloud or Azure or, you know, everyone's using Excel and they're like, yeah, maybe we're getting some value out of this co-pilot upgrade that we did.
- ▶ 1:36:12 unnamed speaker Because it seems like it's been a big lever for Microsoft to have, uh, Grok in the ecosystem as kind of a stocking horse for all the other models, because Satya wants Azure to be very model independent, serve them all.
- ▶ 1:45:53 unnamed speaker And well, yeah, if, uh, you, you don't have a lot of leverage in the enterprise, if, uh, Azure is able to offer infinite models that are, that are infinite frontier models, open source models that are maybe just behind the frontier, but… 2 times in the scene
- ▶ 2:20:32 Ben Thompson Microsoft building Azure, yes, it got them somewhat in the game with mobile and things like that, but AWS dominates, ah, in that space. 3 times in the scene
ELON MUSK's New Grok 4 Is Here! - We Break it Down
- ▶ 21:22 unnamed speaker Because it seems like it's been a big lever for Microsoft to have, uh, Grok in the ecosystem as kind of a stocking horse for all the other models, because Satya wants Azure to be very model independent, serve them all, they have the, I…
- ▶ 31:04 unnamed speaker Well, yeah, if, uh, you, you don't have a lot of leverage in the enterprise, if, uh, Azure is able to offer infinite models that are, that are infinite frontier models, open source models that are maybe just behind the frontier, but great… 2 times in the scene
We Interviewed the Best Startups From YC Demo Day (June 2025)
- ▶ 27:17 Aaron Cannon Azure, we're using a lot of Azure, actually, to open AI models under the hood through Azure. 3 times in the scene
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 13:36 Will Brown Um, moving all your stuff from, like, AWS to Azure is a pain.
Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
- ▶ 9:22 Trae Stephens Um, you know, Azure cloud is a, is it has a huge presence in the gov cloud ecosystem. 2 times in the scene
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 31:53 John Coogan Azure's huge.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 11:36 John Coogan Well, it's Azure workloads. 3 times in the scene
DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- ▶ 1:24:56 unnamed speaker Eighty billion for investment in Azure infrastructure and Azure, OpenAI, Microsoft are so intertwined now, but he's not saying eighty billion for Stargate. 2 times in the scene
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 17:47 Jordi Hays And Satya goes, you know, we, we, you know, we've committed to investing, you know, eighty billion dollars a year, uh, in Azure and, uh, you know, and the guy goes, asks like a follow-up question and he goes, Satya goes again, all I know…
- ▶ 28:08 John Coogan And so there, so, so a little bit of this is like maybe a way to get back into like the crazy scaled up training runs that just have been maybe a little bit stalled because you kind of max out Azure