The State of the Cloud in 2023 with Shawn Wang
Chit Chat Stocks
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Azure Is the Best Partner of the Cloud
Azure is a very productive stack. It is completely designed end to end by Microsoft. And I think it's doing very well in its own way. But yeah, I would not describe them as serving legacy like they serve as a very specific enterprise part of the business that maybe like is less visible because they don't have like the Netflixes of the world. They actually do quite well. Amazon put off breaking out AWS numbers for many years. The day that they stood it out and like the stock jumped 5% which for Amazon size is pretty significant. Yeah, no, I've I've read about that day being kind of a crazy one for the industry when they finally broke out the
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