Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
In Practise Weekly Update
inpractise.com/articles/weekly-update-gcp-azure-aws-assa-abloy-odfl-adyen-spirax-sarco
Content Published Last Week
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
There are many interesting parts of this interview with a Former Director of GCP who worked with Thomas Kurian at Google and Oracle and who was also at Microsoft during the launch of Azure.
Microsoft pretty much gave away Azure in the early days:
Everybody has at least Windows and/or Microsoft Office and Teams now, and Satya leveraged the heck out of that. They said, if you're a Microsoft customer, it's easy to add Azure. During the early days we would add Azure credits and people would ask what the hell is this $20,000 worth of Azure? We would say, don't worry about it; we just took $20,000 off your SQL Server licensing and gave you $20,000 monthly credit. That's how we planted that seed, and now they're using it and consuming it. - Former VP at Google Cloud
Microsoft had the enterprise customer base, FCF generation, and a great leader in Satya to plant the seeds of Azure.
Compare this to Oracle…
Related Content
Copyright Notice
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities.
© 2023 IP 1 Ltd. All rights reserved.