Comment on Welcome to the Room – A lesson in leadership by Satya NadellaparentComments−bob10297mofailing everywhere except AzureAzure is a failure once you factor in the concentration risk of their customer portfolio. Most of the revenue comes from maybe 10 companies. OpenAI alone is ~50% of future commitments.
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Azure is a failure once you factor in the concentration risk of their customer portfolio. Most of the revenue comes from maybe 10 companies. OpenAI alone is ~50% of future commitments.