TBPN cover image

Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan

TBPN

00:00

Navigating Microsoft's Cloud and AI Strategy

This chapter explores Microsoft's strategic decisions amidst its cloud and AI expansion, highlighting the shift from IT purchasing to cloud leasing. It examines Azure's growth dynamics, the impact of AI on business strategies, and the evolving landscape of enterprise SaaS. The conversation also addresses challenges in the GPU market and contrasts AWS's position in AI cloud services, including its partnership with Anthropic.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app